Quicken Dashboard: Where did the Spending by Category "Other" pie chart go?

JohninCB

On the Quicken dashboard, I use the Spending by Category pie chart often. The "Other" category is often the largest segment. I just updated to 9.2.2, with MacOS 26.6.2.

In earlier Quicken versions (the chart was on the now-removed Overview tab) I could click on the Other segment and Quicken would provide a new pie chart containing only the categories that made up the Other segment. This capability was very helpful to visualize my spending. Now, I get only a list of transactions and must manually manipulate this long list to find which of the "Other" categories contain the most spending. It's lousy.

Quicken needs to restore the ability to display the Other categories as a new pie chart similar to the previous Quicken versions.

jacobs

Hmmm, this isn't new in 9.2.2 specifically, but I can't recall if the Home Dashboard Spending by Category card has aways been like this.

It seems odd to me, because in other places in Quicken Mac, clicking on a pie wedge/category results in a new pie chart for the drill-down into that category:

1. In the Home > Dashboard > Spending By Category card, if you click on any category which has sub-categories with spending, the click will open a new pie chart showing the sub-categories. And this drill-down can continue to multiple levels of sub-categories. There is a "breadcrumb" at the top to navigate back to the next higher level.
2. In the Investing > Dashboard > Allocation by Security card, it shows the top 24 securities followed by Other. Here, clicking on Other provides a drill-down pie chart showing the securities which make up "Other".

#2 above is how we would expect the Spending by Category chart to operate: clicking "Other" should open a new pie chart with the next 'x' (depending on the height of the card) expense categories. Instead, it opens a detail transaction report.