Finance Summary (Assets & Liabilities) & Bank Balance On Accounts

sauerbrunndaa
sauerbrunndaa Quicken Windows Subscription Member, Windows Beta Beta
edited September 12 in Ideas for Quicken LifeHub

I currently have Quicken Classic feeding my bank balances to QLH where Accounts are listed. I would love for my family and loved ones to see a simple image/pie chart/bar graph of all assets and liabilities. This would be a great "top of the page" in the accounts section, highlighting all that are under that section( ie: retirement/banking/credit cards etc). If this can't be done, having the balance of a given account show on the label in accounts folder instead of having to click into the account and see the balance. Its important to share your high-level financial picture in times of need. Yes, I can share Quicken Classic with loved ones, but I have built everything in QLH.

For example, there is so much wasted space in the Accounts section. Why not use some of this blank real-estate and add the current balance?

image.png

Something like this at the top of the accounts page! It would show loved ones what i have quickly.

image.png
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  • sauerbrunndaa
    sauerbrunndaa Quicken Windows Subscription Member, Windows Beta Beta
    edited September 12

    I hope others agree!