The Quicken Home Dashboard serves as the nerve center of Quicken Classic, providing a comprehensive overview of your financial health at a glance. Designed to offer a detailed snapshot of various financial activities, the dashboard allows for a personalized and interactive experience. Here’s how you can make the most of the Quicken Dashboard through its array of insightful cards:
Dashboard Cards
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explained
Spending by Category
- Overview: Identify your major spending areas with the Spending by Category card, which defaults to the Quarter to Date view. Other time frames are also available for a tailored analysis.
- Interaction: Hover over or click on a category for detailed spending insights or to view associated transactions.
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- Purpose: A crucial tool for financial organization, this card allows you to categorize transactions directly.
- Management: Recently categorized transactions are listed for review and adjustment, with the option to hide this feature for a streamlined view.
Top Spending Payees
- Insights: Discover which payees are receiving the bulk of your expenditures over selected time periods.
- Details: Clicking a payee reveals a comprehensive spending report, offering deeper spending analysis.
Income & Expense
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- Forecasting: Get ahead of your finances with a clear view of upcoming bills and income, enhancing cash flow management and planning.
Customizing
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your Dashboard
Customizing your Quicken Dashboard lets you arrange and see your financial information the way you like. You can change which parts you see, how they look, and what they tell you, making it easier to keep track of your money in a way that makes sense to you.
Customize individual cards
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