Enable "add view" while in Modern Dashboard mode

maxwelwp
maxwelwp Quicken Windows Subscription Member, Windows Beta Beta
edited October 21 in Display/UI

The classic dashboard previously allowed one to add views in addition to the dashboard view. However, if classic dashboard is not selected, additional views do not display on the home page.

Per Quicken help, the ability to add views should still be present using the modern dashboard.

Using the Home tab (dashboard)
The Home tab is the central hub for using Quicken. It allows you to view your key financial information at a glance on the Dashboard. You can also add one or more views that can be customized to suit your needs. Below is information about what you can find on your Home tab and tips for customization.
O You have a choice between our newer, Modern Dashboard and the Classic Dashboard.
The Modern Dashboard allows you to change the order of your financial cards such as Top Spending Categories, Top Payees, Recent Transactions, Uncategorized, Investment Top Movers, and Portfolio Value. It also offers newer interface tools and is the dashboard we will continue to update and refine going forward.

You can create multiple views on the Home tab; add, delete, or rearrange the components that each displays. You can add up to a total of 40 snapshots, depending on your version of Quicken—so that each contains only the Quicken data that is most important to you.
Quicken lets you create a total of 11 views to track different financial areas.
To add a custom view to the Home tab

  1. Click the Home tab.
  2. Click Add View.
  3. Enter a name for the view.
  4. Add any items that you want this view to display.
  5. Click OK.

While in the modern dashboard, the option to add views is not available. It is only available in the classic dashboard.

Please allow the "add view" option in the modern dashboard.

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