Create your custom calendar

You can create and save multiple calendar views in Quicken Classic for Mac, each with a unique set of accounts. This allows you to monitor only the accounts you care about for a specific task—such as tracking investments, reviewing business transactions, or watching a specific savings account.

Each custom calendar remembers the accounts you've selected and displays only their balances and transactions.

Why create a custom calendar?

Use custom calendars to:

• View only your cash and credit accounts for budgeting

• Focus on your investment accounts to monitor day-to-day performance

• Separate personal and business accounts (Business & Personal version only)

• Track a single loan or savings account in isolation

How to create a new custom calendar

1. Click the Calendars tab at the top of Quicken

2. Click the Calendar dropdown menu (next to the Calendar name)

3. Select New Calendar

4. Enter a name for the new calendar in the Name field

5. Click Create Calendar

Quicken creates a new calendar view and opens the customization window.

How to select accounts for your calendar

After creating the calendar, you'll see the Edit Calendar window:

1. Choose Selected accounts

2. Check the accounts you want to include

3. (Optional) Use the search field to quickly find accounts by name

4. Click OK to save the calendar setup

You can also choose All accounts to show everything except separate accounts.

Optional: Show or hide specific data

To control what appears on each calendar view:

1. Click the gear icon in the top-right corner of the Calendar window

2. Check or uncheck:

   • Show Transactions

   • Show Balances

   • Show Investment Changes (available only if investment accounts are selected)

These options apply only to the active calendar and can be adjusted anytime.

How to switch between custom calendars

To switch views:

1. Click the Calendars dropdown menu

2. Select the calendar name you want to use

Each saved calendar remembers your account selections and settings.

Notes

• You can create and delete calendars at any time

• Calendars are saved with your data file

• You can’t filter calendars by category or tag—only by account

• Separate accounts (such as archived or closed files) are not included unless reactivated