Customize the Home tab

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 the Home tab.
  2. Click Add View.
  3. Enter a name for the view.
  4. Add any items that you want this view to display.
  5. Click OK.
•   To add items to the Main View or to a custom view of the Home tab
  1. Click the Home tab.
  2. On the top of the page, click the required view name.
  3. Click Customize.
  4. 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.)
  5. Click the Add button.
  6. Click Save.
•   To remove and rearrange items in a view
  1. Click the Home tab.
  2. On the top of the page, click the required view name.
  3. Click Customize.
  4. 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.
  5. 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 the Home tab.
  2. On the top of the page, click the required view name.
•   To delete a view
  1. Click the Home tab.
  2. On the top of the page, click the required view name.
  3. Click Customize.
  4. Click Delete This View.

  Note

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