The Quicken sidebar
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: Banking, Investing, Debt, etc.). For more information, see The Quicken sidebar.
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The Dashboard gives you an at-a-glance overview of your finances. On the Dashboard, you can view several informational cards. Update your accounts 
to be sure your information is current.
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| title | Modifying Cards on your Dashboard |
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You can change your cards to make them more useful to you.
Customize
Click the three dot menu and select Customize to make changes to your card. Options may vary from card to card but generally include the Card Title, Date Range, and Card Color.
Move Cards
You can drag and drop cards to put them in the order you prefer. Simply click and hold on the top bar of a card you want to move, and drag it to its new position.
Hide or Show Cards
If you want to hide a card, or return a card you had previously hidden, click the four square icon 
in the top right corner of the dashboard. You can then toggle any card to hide or show that card. The default is to show all cards.
Spending by Category
The Spending by Category card shows what categories are generating your highest expenses. The default view is for the Quarter to Date, but you can choose other time periods as well. You can hover your pointer over any category to see more information about your spending in that category. You can click a category to see the transactions associated with that category.
Recent Transactions
The Recent Transactions card shows you what transactions you've made in the last seven days. You can increase the amount of days to suit your needs. If you have many transactions, you can scroll through them on the card. You can click a transaction to see that transaction in your register. In the case of loans, Quicken will take you to the loan information page.
Uncategorized Transactions
The Uncategorized Transactions card is an excellent resource that you can use to assign categories to your transactions. You can click any transaction to select a category for that transaction. Once categorized, you can still see the transaction on the card under the heading Recently Categorized Transactions. This allows you to make changes in case the category chosen needs adjustment. The Recently Categorized Transactions will disappear whenever you leave the Dashboard. You can turn Recently Categorized Transactions on or off using the edit icon
at the top right of the card.
Top Spending Payees
The Top Spending Payees card shows you the payees that have received the most of your money for the time period. You can adjust the date range to get a better idea of your spending over time. Click a payee to see a spending report for that payee.
Income & Expense
The Income & Expense card shows you a graph of the amount of income and the amount of expense for a time period, breaking it up into segments such as years or months. Above the graph you can see your Net Income for that period. At the bottom of the card you can see your Total Income and Total Expense. You can hover over any graph entry to see Income, Expense, and Net Income for that segment. You can click on the graph to generate an Income & Expense report for the overall time period. You can also click Total Income or Total Expense to generate a report.
Net Worth
The Income & Expense card shows you a graph of your Assets (green), Liabilities (red), and Net Worth (gray). You can select time ranges from the Last 3 Months or Quarter to Date to the Last 10 Years. The card also displays your Net Worth (Today).
Hover over any part of the timeline to get a view of your net worth on that date.
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Remember that the best way to get an accurate Net Worth is to add all your accounts, including any liabilities. |
Bills & Income
The Bills & Income Card offers a concise overview of your upcoming financial obligations and anticipated funds. This feature assists you in managing your finances proactively by providing timely reminders. You can view a summary of upcoming bills and income for a set period, giving you a clear insight into your cash flow.
For more information see Navigating the Quicken Home Dashboard.
Reports
The Reports section includes a number of reports to help you understand your spending and savings. You can customize reports by account category, tag, time range, and more. You can also save custom reports for later viewing. Standard reports including account summary, spending in last month, current month, category summary, spending over time, spending by tag, and a powerful Tax Schedule report. Learn more about reports. Click the arrow to see the list of reports or to create a new report.
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Quicken creates a default budget based on your previous 12 months of spending. You can change the suggested goal amounts, add, or remove categories to watch. Learn more about budgets. Click the arrow to see a list of all the budgets or to duplicate or delete a budget.
Bills & Income
Bills & Income is more than just bills. Here you'll find a checklist of upcoming bills, a list of scheduled income, and a cash flow chart that displays the projected (or forecast) balance for your accounts. Choose multiple accounts for a cumulative total, or select an individual account from the account filter to see the impact of upcoming expenses and income on a single account balance. See exactly when you need to transfer funds or adjust your spending to meet your obligations. Just like any other register view, you can filter the scheduled and upcoming transactions in this view by using the filter bar or by typing in a search term to instantly see a graph of just those filtered transactions.
Calendars
The Quicken calendar feature provides a daily view of your transactions and cash balances at a glance. Click on the arrow to switch to different calendars.
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If you turned on mobile and web sync, you'll see a tab in the Feature Bar labeled Alerts. Click on it to see your over-budget, unusual spending, or other types of alerts.
Registers
At the top of every register, you'll find the Filter Bar. It has tools for managing and filtering the register content. Filter by date, transaction type, and more. Experiment with these settings to find the view that is right for you. Click the Reset Filters button to restore the default setting.
To search or filter the register, just type into the search field in the filter bar. All visible columns are searched by default. Turn on additional columns to broaden your search or select the dropdown menu in the search field to narrow your search. You can search on the payee, tag, category, amount, account--any column displayed in the register. To show all transactions again, click the Clear
button (
) in Filters button next to the Search field.
At the bottom of every register is the Register Toolbar. This contains commonly used register actions:
New: Add a new manual transaction (or
typetype ⌘N).
Edit: Edit the selected transaction (or double-click or
typetype ⌘E ).
Split: Split the selected transaction (or click the split icon in the row or
typetype option + ⌘ + S ). Learn more about splits.
Delete: Delete the selected transaction (or type the delete key).
Schedule: Create a new scheduled transaction (bill or income reminder) OR create a scheduled transaction based on the selected transaction.
Paid: Mark the selected scheduled transaction as paid (i.e. enter the transaction).
Print: Print all transactions from the selected register (or
typetype ⌘P).
Reconcile: Reconcile the selected account.
Columns: Select the columns to hide or show in the register (or hold down the Control key and click in any column header to select from a list).
Settings: View the settings for the selected account, including the download/connectivity settings.
You can sort a register by clicking a column header. To reverse the sort order, click the column header again. Note that the balance column only displays values when the register is sorted by date.
You can rearrange the displayed columns by dragging the column headers to the left or right.
To adjust the width of a column, drag the separator line between column headers.