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Quicken lets you create a total of 11 views to track different financial areas.
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This topic describes an option on the Classic Dashboard. If you are using the modern Dashboard, this feature is unavailable. See Using the Home tab (dashboard). |
To add a custom view to the Home tab
- Click the Home tab.
- Click Add View.
- Enter a name for the view.
- Add any items that you want this view to display.
- Click OK.
To arrange items to the Main View or to a custom view of the Home tab (Modern View)
- Hover your pointer over the center top of an individual card. You should see a double row of dots.
- Drag the card to where you want it to be located. The card will replace the one currently there, and the other cards will rearrange to reflect the new order.
To add items to the Main View or to a custom view of the Home tab (Classic View)
- Click the Home tab.
- On the top of the page, click the required view name.
- Click the Gear icon
. - Select Customize View.
- 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.)
- Click the Add button.
- Click Save.
To remove and rearrange items in a view (Classic View)
- Click the Home tab.
- On the top of the page, click the required view name.
- Click the Gear icon
.
- Select Customize View.
- 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 the Remove button.
- To reposition the item, click the Move Up or Move Down button until the item is in the desired position.
- 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
- Click the Home tab.
- On the top of the page, click the required view name.
To delete a view
- Click the Home tab.
- On the top of the page, click the required view name.
- Click Customize.
- Click Delete This View.
Note
You can't delete the Main View unless you create another view.