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:
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View only your cash and credit accounts for budgeting
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Focus on your investment accounts to monitor day-to-day performance
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Separate personal and business accounts (Business & Personal version only)
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Track a single loan or savings account in isolation
How to create a new custom calendar
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Click the Calendars tab at the top of Quicken
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Click the Calendar dropdown menu (next to the Calendar name)
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Select New Calendar
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Enter a name for the new calendar in the Name field
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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:
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Choose Selected accounts
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Check the accounts you want to include
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(Optional) Use the search field to quickly find accounts by name
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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:
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Click the gear icon in the top-right corner of the Calendar window
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Check or uncheck:
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Show Transactions
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Show Balances
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Show Investment Changes (available only if investment accounts are selected)
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These options apply only to the active calendar and can be adjusted anytime.
How to switch between custom calendars
To switch views:
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Click the Calendars dropdown menu
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Select the calendar name you want to use
Each saved calendar remembers your account selections and settings.
Notes
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You can create and delete calendars at any time
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Calendars are saved with your data file
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You can’t filter calendars by category or tag—only by account
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Separate accounts (such as archived or closed files) are not included unless reactivated