The sidebar is a single, always-accessible location that allows you to find all your accounts in Quicken. Using the sidebar, you can add accounts, update your transactions and balances, view individual accounts (click the account name) or view multiple accounts at once (click the headers: Cash, Savings, Credit Card, Investments, Property & Debt).
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Note: You can resize the sidebar according to your working and viewing preference. For more information, see resizing the sidebar.
Net Worth
Your net worth is displayed at the bottom of the sidebar so you can actively track this amount each time you perform an update of your accounts and transactions.
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Currency is displayed in your home currency. Typically this is the US or Canadian dollar but can be changed in Preferences. Accounts that are in a different currency will display their foreign currency symbol in the sidebar unless Sidebar Balance Options are set to Show Foreign Balances in Home Currency in the Sidebar Options menu (3 dots). Totals for account groups in the sidebar such as Cash, Savings, etc., including Net Worth, are always calculated in your home currency using the current exchange rate, which Quicken downloads and updates.
Sidebar Preferences
You can set preferences by your sidebar by going to Quicken menu → Preferences and selecting Sidebar.
From there you can change the settings for:
- Account Activity Indicators.
- Highlight accounts with new transactions.
- Highlight accounts with unreviewed transactions.
- Displayed Balances.
- Today's Balance.
- Projected Balance.
- Online Balance.
- View Options.
- Account Balances.
- Group Balances.
- Sub-group Balances.
- Net Worth.
- Show Cents.
- And Accounts to Display.
- Closed.
- Hidden.
- Separate.