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
- 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 add items to the Main View or to a custom view of the Home tab
- Click the Home tab.
- On the top of the page, click the required view name.
- Click Customize.
- 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
- Click the Home tab.
- On the top of the page, click the required view name.
- Click Customize.
- From the Chosen 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 desirable 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.