Dashboards Need Work

JoelC

I just "moved" into a new computer and as part of the process I decided to do a clean install including reviewing all of the settings in Quicken (or , at least I thought I would).

I revisited a problem with the Dashboard namely:

— Some of the dashboards / tiles do not include business accounts, the investment ones in particular. I know Quicken does not comment on timing but is the inclusion of business accounts in all dashboards on the road map?

— The picker lists do not work properly. For example, one investment dashboard includes and let a corporate investment account even though the picker list does not include any corporate investment accounts.

The above results in limited accuracy, reliability and use of the dashboard tiles.

Would very much like to get this fixed. Please share what you can on this.

Thank you.

Quicken Kristina

Hello @JoelC,

To clarify, are you talking about the Dashboard on the Home Tab, or on the Business tab? If you're referring to the Business tab, there is a known issue with the Profit/Loss tile not displaying business investment accounts (CTP-9185).

When you say the picker lists aren't working properly, are you referring to customizing and selecting the accounts you want it to display, and still having a business account you did not select impacting the results? If that is what you're referring to, I just tested in my Quicken and noticed the same behavior in the Portfolio Value tile on the Home dashboard and the Total Value tile on the Investment dashboard. I forwarded this issue to the proper channels for further investigation and resolution. If you would like to contribute to the investigation, please navigate to Help>Report a Problem and send a problem report with log files attached. While you will not receive a response through this submission, these reports will help our teams in further investigating the issue. The more problem reports we receive, the better.

We apologize for any inconvenience!

Thank you.    

(CBT-509)