Dashboard

4

Allow customizing Categories in Home Dashboard Income & Expense card [edited]

Reviewed Jeff76 26 views 2 comments 4 points Most recent by jacobs March 31Reports

missing budget items on HOME page

Answered ✓ galahad 399 views 34 comments 0 points Most recent by NotACPA March 18Errors and Troubleshooting (Windows)

Bug: Home Dashboard widgets “revert” to “Include only selected securities” after an update

adamberger 27 views 4 comments 0 points Most recent by UKR March 16Errors and Troubleshooting (Windows)

1

Projected Balances Widget For Dashboard

Reviewed QuickToLearnIt 6 views 1 comment 1 point Most recent by UKR January 29Display/UI

Bug in Quicken Investing Dashboard - account value/shares doubled in only one account

Closed akaisth 53 views 5 comments 0 points Most recent by Quicken Kristina January 24Investing (Windows)

Budget View no longer shows category status bar with Rel R65.17

Closed RichardSchreyer 118 views 6 comments 0 points Most recent by Quicken Anja January 14Budgeting and Planning Tools (Windows)

1

Ability to Select Categories in the Income and Expense Graph on the Dashboard [Edited]

Reviewed jkheiple 16 views 1 comment 1 point Most recent by jacobs January 12Display/UI

2

Home Screen/Portfolio Value/Date Range Drop down: Add a "Last 365" range.

Reviewed gjwhite930 12 views 1 comment 2 points Most recent by Jim_Harman January 12Investments

Have Dividend income show on investing dashboard

Answered Closed Markhfx 55 views 4 comments 0 points Most recent by Arctic Hare January 2All Things Canadian (Windows)

2

Returns By Account dashboard card

New Jim McLaughlin 3 views 0 comments 2 points Most recent by Jim McLaughlin January 2Ideas for Windows Classic

3

Add Columns to Bill & Income Reminders View Component

Reviewed Philip107 29 views 2 comments 3 points Most recent by Quicken Anja December 2025Display/UI

Dashboard view cards keep getting bigger forcing 2 across view vs 3 across, why?

Answered Closed rotygolf 34 views 2 comments 0 points Most recent by Chuck D December 2025Registers & Transactions (Windows)

1

Pin top5/top10 budget expense 'categories' for Dashboard on Mobile app

Reviewed RoelandVisser 2 views 0 comments 1 point Most recent by RoelandVisser December 2025Ideas for Mobile

Dashboard problem with Release R65.15

Closed nosnum 143 views 6 comments 0 points Most recent by Quicken Anja December 2025Budgeting and Planning Tools (Windows)

When will this problem be fixed ?

Answered Closed galahad 26 views 1 comment -1 point Most recent by Quicken Anja December 2025Registers & Transactions (Windows)

4

Add Roth Conversion Estimator

Reviewed CowboyNav1 49 views 5 comments 4 points Most recent by CowboyNav1 December 2025Product Enhancements

Asset Allocation Pie chart (not Report) has "no data available" error

Answered Closed Harish88 23 views 2 comments 0 points Most recent by Quicken Kristina October 2025Errors and Troubleshooting (Windows)

Bank Transfers <-> Blank Payees in Dashboards

Answered Closed bembolado 35 views 1 comment 0 points Most recent by Quicken Alyssa October 2025Reports (Windows)

Dashboard showing $ rather than home currency as currency

Answered Closed Claude Diderich 11 views 1 comment 0 points Most recent by Quicken Anja October 2025Errors and Troubleshooting (Windows)

3

Dashboard Filters Relate to Drill-Down

Reviewed Sisyphus1967 14 views 0 comments 3 points Most recent by Sisyphus1967 October 2025Reports

"You have no categorized spending for the selected date range." (Q Mac)

Answered ✓ Closed Stewart Dale Spencer 186 views 19 comments 0 points Most recent by Quicken Kristina September 2025Reports (Mac)

Dashboard Display is completely blank

Answered Closed Neal Lerner 56 views 2 comments 0 points Most recent by UKR August 2025Reports (Windows)

I added a custom view under the "Home" tab and can't reset default settings on my charts - Ideas?

Answered Closed Johnathan_1972 58 views 3 comments 0 points Most recent by Quicken Anja August 2025New to Quicken/Getting Started (Windows)

2

Net Worth card - expand date range options & allow customizing where chart starts [Edited]

Reviewed Road2FIRE 13 views 0 comments 2 points Most recent by Road2FIRE July 2025Manage Accounts and Transactions

2

Portfolio Value - Dashboard card - Last 12 months, Last 5 years & custom range

Reviewed briang_simi 12 views 1 comment 2 points Most recent by Quicken Kristina July 2025Product Enhancements

3

Home Dashboard's "Income Year- to- Date" Graph is Missing Customization Dropdown

Reviewed Jeff76 13 views 0 comments 3 points Most recent by Jeff76 June 2025Display/UI

2

Investment Dashboard Value Table: Make User's Sorting Choice Sticky

Reviewed Scooterlam 14 views 0 comments 2 points Most recent by Scooterlam June 2025Investments

2

Add Security Types and Investing Goals to HOME View

Reviewed mikek753b 13 views 0 comments 2 points Most recent by mikek753b June 2025Investments

2

Custom Date Range in Dashboard

Reviewed PappyChappy 11 views 2 comments 2 points Most recent by jacobs May 2025Product Enhancements

Portfolio Value Card - Graphing Error on HOME page Dashboard

Closed SWLye 53 views 4 comments 0 points Most recent by Quicken Jasmine May 2025Errors and Troubleshooting (Windows)

Dashboard

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