Better customization of the Home/Dashboard tab.

slickparent
slickparent Quicken Windows Subscription Member, Windows Beta Beta
in Product Enhancements

Make "Projected Balances" graph available as a card in the Home/Dashboard tab.

I find the Projected Balances graph for my checking account set for 90 days is a valuable quick and dirty depiction of my income-expenditure health that ‘Ending Balance’ doesn’t show. Having this available on my default ‘Dashboard’ tab would be a big plus.
Monthly Income/Expenditures graph skews data if an entry posts on the wrong’ month. It’s better to use a report. I hide this an several other Cards I don’t find useful.

Having more customization of the Dashboard Tab would allow users more flexibility of what is important to them.

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Comments

  • mshiggins
    mshiggins Quicken Windows 2017 SuperUser ✭✭✭✭✭

    This feature already exists, you can add the Projected Balances snapshot to a custom Home tab view.

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

  • slickparent
    slickparent Quicken Windows Subscription Member, Windows Beta Beta

    It can be added to a custom Home tab, but not on the Dashboard view.
    How can I add items such as Portfolio Value & Uncategorized Transactions on the same Home Tab & adjust the card size?

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    Hmm, I really wish they wouldn't do such a halfhearted attempt at "modernization".

    Maybe this makes sense for Quicken Mac which had nothing and now has pretty much the same as the "new Dashboard", but when have a "Classic View" that has 43 different "cards", and multiple tabs, adding a "modern Dashboard" with 9 different "cards" it really "underwhelms".

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