Investing Dashboard went wackadoo...

MauryJ

Am I the only one with this problem? My Investing dashboards completely reformatted. This includes the rollup summary sections ("Retirement," "Brokerage") and every stand alone account.

Holdings and Top 10 Movers are no longer stacked side-by-side. Additionally, Top 10 takes up far too much space, and you can't resize it or the columns. Also, this affects the graphs, which are also stacked one on top of the other and below everyhing, so out of site without scrolling.

The behavior of the dashboards vary by section. For instance:
Under "Investing" Top 10 Movers is first, then Holdings is below it.
Under "Brokerage," "Retirement," and every single account, the Holdings section is first and the Top 10 is below that.

Next, the behavior of the tiles are wrong:
In Top 10 Movers the "Security" column takes up 2/3 of the width of the entire area allocated for dashboards. None of the columns are adjustable in width, so it takes up everything from the sidebar to the right edge of Quicken.
Another problem in the Top 10 Movers is that each equity takes up 2 lines. The first line is the equity name plus the data in the columns and the 2nd line is completely empty except for the symbol below the equity name. Basically, you can't see more than 5 of the Top Ten Movers without scrolling.

In the Holdings tile below it all of the columns can be adjusted. The more I study this the more it looks like the Top 10 Movers formatting is seriously messed up and because it takes the whole width of the Quicken screen, the Holdings window has no choice but to migrate to another level above or below it (depending on what Top 10 is doing in a given account or section. The Asset Allocation and Allocation by Security tiles are stacked one below the other.

I've been through all the settings, rebooted the Mac (2021 MBP 14") and quit and restored Quicken. No idea what is going on

MauryJ

Simply put, when I switched to Stage Manager after a really long layoff, it subtly changed the Quicken window size which compressed the dashboard screen, and the tiles wrapped. As soon as I stretched the window, everything snapped back. I was perplexed, because the size difference wasn't enough to worry about and I didn't notice it originally

MontanaKarl

I can't reproduce what you see, unless I make my Quicken window narrower than my monitor… in which case then the four tiles stack rather than being in a 2x2 arrangement. I cannot reproduce the order of the unstacked tiles differing in different views (individual account, vs Brokerage vs Retirement vs Investing) - same order everywhere for me.

Yes, the Top 10 Movers does not have adjustable column widths, and yes I do have the symbol on a line after each security. Doesn't bother me, but I thought there was a setting to show either name only or symbol only but I can't find it if so.

As an aside: please don't post screenshots as cloud links … just drag the screenshot into the message window, or click the image button at the bottom of the message window to bring up a file browse dialog to find the screenshot… then everyone can immediately see your issue without following links and downloading. :-)
I understand you are trying to keep your data confidential - but a screenshot showing what you are seeing would have been more helpful than just headers… go into Preview (or some other app) and mask out your personal data.

My guess is that either you're looking at your file on a smaller monitor, or window width (although that doesn't explain the order of tiles being different) … or there is some corruption in the Quicken Preference files on your Mac that would require deleting them. I don't know where all of the preference files are located, so maybe someone else will post here how to do a complete uninstall of those in case that might be the issue.

MauryJ

See above

MontanaKarl

Interesting. I can only get my screen to look like yours if I reduce the Quicken window width… and I mean literally look like yours with the small amount of space you have between The "All Investing Accounts" dropdown and the Updated/Gainers & Losers elements. The width I have to use is about half the width of my 27" monitor. It seems impossible for you to see it on a full screen 27" monitor unless you changed your display settings to have fewer pixels on screen / eg zoom all apps.

If you go to your Systems Settings > Displays - what is your 27" display set at? Mine is at "Default" which is 2560 x 1440 pixels. Hover over the icon in the row showing 'larger text' to 'more space' that is bolded (your current setting) and you'll see the pixel dimensions below that icon.

MauryJ

LOL. See above. Did you ever have one of those days? 🙃

MontanaKarl

https://community.quicken.com/discussion/comment/20483192#Comment_20483192

By deleting your other post content etc… this thread doesn't make sense to someone else who might have done or do the same thing in the future. Could you post what your issue was… was it screen resolution?

MauryJ

Simply put, when I switched to Stage Manager after a really long layoff, it subtly changed the Quicken window size which compressed the dashboard screen, and the tiles wrapped. As soon as I stretched the window, everything snapped back. I was perplexed, because the size difference wasn't enough to worry about and I didn't notice it originally