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Budget dashboard - how to change from current month to current QTR (if possible)

bg56

Windows 11, Chrome, Quicken Deluxe… My dashboard is showing budget for current month and I'd prefer to have current QTR. The settings for the budget dashboard widget only change the categories in the dashboard view but not date range. Any ideas if this can be customized?

Thanks

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Comments

Quicken Anja

Hello @bg56,

We appreciate you reaching out with your question, though unfortunately, the feature you are looking for is not currently offered.

However, to request this feature to be added in the future, what you can do is create an idea post. This way other users who have the same or a similar request can vote on your idea.

Our Development and Product teams frequently use our idea posts in order to improve Quicken and implement new features requested by customers.

I hope this helps!

UKR

OK, I'm a little confused here … maybe I need more coffee … 😁

In my Quicken Classic there is no Budget dashboard in the Home tab's Dashboard view. And I can find no setting to add one.
However, in the Planning tab's Budgets view there are two views you can switch between: Graph View and Annual View. These are "traditional Quicken views" and not Dashboards. (Annual view requires Deluxe feature level or higher)

In the Graph View you can select from several date range options:

Isn't that what you're asking for?
If not, please show an image snapshot of your "dashboard" in question.

Chris_QPW

If you are using the Annual view there isn't a quarterly view, only monthly.

Quicken Anja

https://community.quicken.com/discussion/comment/20472421#Comment_20472421

Hello @UKR,

The Budget can be added to the Dashboard in a custom view when the Classic Dashboard toggle is turned on which is what I believe the OP is referring to. However, after adding the Budget in a custom view of the Dashboard, when you look at the options, it doesn't appear to give the option to change it from monthly to quarterly.

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Hope this clarifies that for you!