Income Doughnut Graph for My Summary View

Pat Sills · July 2022

Hi,
From the Customize View menu I have created an Expense doughnut graph that I display on the Home page, My Summary View. I customized this display by choosing the accounts, categories, and time frame that I desire. Nice!

Now I want to build and display an analogous graph/display for Income (salary, dividends, pension, social security, etc.) All the necessary accounts and categories exist. But I cannot find this analog in any of the display options for My Summary View. Am I missing something?

A summary view of GoesOuta is of limited value if I can't see what GoesInta. I have a report that shows GoesInta and GoesOuta cash flow, but I'm looking for the summary doughnut graph.

I'm using the latest Quicken for Windows subscription.

Thanks, Ken

Sherlock · July 2022

The analog is achieved by customizing another Expense item in a Home view with the desired accounts, income categories, and time frame.

Pat Sills · July 2022

Thanks for reply, but that doesn't work. The expense graph does not recognize any category that is a net negative. Give it a try; you'll see.
Ken

Sherlock · July 2022

Pat Sills said:

Thanks for reply, but that doesn't work. The expense graph does not recognize any category that is a net negative. Give it a try; you'll see.
Ken

I thought I did try it before I posted and it worked as expected. Now, it appears I may have been viewing the full graph. In my opinion, it should work the same way in the Home view item but apparently it doesn't. If you haven't already, I suggest you report the issue: select Help > Report a problem...

By the way, I've always thought the In/Out/What's Left item did a better job for comparative purposes.

Income Doughnut Graph for My Summary View

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