Customize tiles on the Home tab?

MikeLi
MikeLi Quicken Mac Subscription Member
edited June 7 in Reports (Mac)

Is there a way to add additional custom cards, or arrange cards in a different order? For instance, I would like to place a shortcut or preview of a custom report I frequently use on the Home tab to make it more useful for me.

Only thing I found was in the top right corner, I can turn a static set of cards on or off. Am I missing something? For example, I expected to be able to right mouse click on a report and see option "add to Home tab" or similar, but it wasn't there.

Answers

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited May 3

    The 7 cards that you can turn on & off by clicking on the top right corner are the only ones available on the Home tab; you cannot add anything else (like reports).

    You can rearrange the displayed cards by drag & drop. Each card also has individual customization options available by clicking on the "circle with 3 dots" icon in the upper right corner of the card.

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    Although you can't access a report from the Home Dashboard, you can access any saved report with one action: pull down the Reports menu to My Reports and then select the report you want from the sub-menu.

    Quicken Mac Subscription • Quicken user since 1993
This discussion has been closed.

Categories