Page Comparison

You can create multiple views on the Home tab; add, delete, or rearrange the components that each displays. You can add up to a total of 40 snapshots, depending on your version of Quicken—so that each contains only the Quicken data that is most important to you.

Quicken lets you create a total of 11 views to track different financial areas.

To add a custom view to the Home tab

1. Click

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1. the Home tab.

2. Make sure you are on Main View or another custom view, not Dashboard.

3. Click the gear icon and select Add View.
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4. Enter a View Name.

5. Select any item under Available items, then select Add to add them to your Chosen Items. 

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   To change the order of your items select the item you want to move and click Move Up or Move Down.

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1. Click Save. Your new view will appear on the view bar.
   

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To add items to the Main View or to a custom view of the Home tab (Classic View)

1. Click

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1. the Home tab.

2. On the top of the page, click the required view name.

3. Click the Gear icon

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2. Select Customize View.

3. From the Available Items list, select the items to add to the selected view. (If necessary, click the plus sign next to a heading in the Available Items to display the list of items under that heading.)

4. Click

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1. the Add button.

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1. Click Save.

To remove and rearrange items in a view (Classic View)

1. Click

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1. the Home tab.

2. On the top of the page, click the required view name.

3. Click the Gear icon Image Modified .

4. Select Customize View.

5. From the Available items list on the right side of the Customize View dialog, select an item to move or delete.

   • To remove the item, click

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1. • the Remove button.

   • To reposition the item, click

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1. • the Move Up

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1. •  or Move Down button until the item is in the desired position.
     

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1. Click Save.

To expand or collapse items in a view

You can expand or collapse the items in a view. Simply click the expand (plus) icon or collapse (minus) icon on the upper left side of the item panel.

To navigate between views on the Home tab

1. Click

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1. the Home tab.

2. On the top of the page, click the required view name.
   

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To delete a view

1. Click

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1. the Home tab.

2. On the top of the page, click the required view name.

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1. Click the gear icon and select Customize View.
   

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2. Click

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1.  Delete This View.
   

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Note

You can't delete the Main View unless you create another view.