Projected Balances Widget For Dashboard

QuickToLearnIt
QuickToLearnIt Quicken Windows Subscription Member
edited February 28 in Display/UI

Projected balances is my go to report when opening quicken. It would be incredibly beneficial to have this as a widget on the new dashboard.

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There are ways to accomplish this. See UKR's post below.

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  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    A Projected Balances view is already available from a Classic Home tab view.
    Add this view to an existing Home tab Classic view like "My Money" or create a new Classic view page.
    In Edit / Preferences / Startup select the name of this Classic view as the "On startup open to: [xxxx]" view.

    Alternatively, customize the Projected Balances view available from the Bills tab and define it as the "On startup …" view

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