Navigating the Quicken Home Dashboard
The Quicken Home Dashboard provides a centralized, customizable view of your financial life. Whether you're managing personal finances, business transactions, or both, the dashboard helps you monitor activity, analyze trends, and act quickly—all from a single screen.
Dashboard overview
The Home Dashboard is made up of interactive "cards," each focused on a specific aspect of your finances. Cards automatically update with your latest data and can be personalized to show the timeframes, accounts, or categories that matter most to you.
The default dashboard includes cards for:
Bills & Income
Income & Expense
Spending by Category
Recent Transactions
Uncategorized Transactions
Top Spending Payees
Net Worth
To access the Home Dashboard, click Home in the top navigation bar. If you use both personal and business accounts, you can choose whether to include business data by toggling the Include Business Data switch in the top-right corner.
Dashboard cards explained
By default, all available cards are visible and include both personal and business data if both are present.
Bills & Income
Shows upcoming bills and expected income, helping you manage cash flow. Click any item to jump to the associated transaction or schedule.
Income & Expense
Displays a side-by-side bar chart of income and expenses for the selected period (e.g., Quarter to Date). Net income appears in red or green depending on your financial outcome.
Click Total Income or Total Expense to open an interactive report.
Spending by Category
This donut chart shows how your spending breaks down by category. Hover or click to see detailed amounts and view the related transactions.
Use the time range menu to analyze your spending patterns over different periods.
Recent Transactions
Shows your most recent transaction activity. By default, it covers the past 7 days, but you can change the range.
Click any transaction to open and edit it in its original register.
Uncategorized Transactions
Lists transactions missing a category—often from downloads or new entries. You can categorize transactions directly within the card.
This card helps ensure all your spending is tracked properly and nothing gets missed in reports or budgets.
Top Spending Payees
Ranks your highest-spending payees for the current period. This card is useful for identifying subscriptions, recurring charges, or merchants where your spending may be higher than expected.
Click a payee to see all transactions associated with them.
Net Worth
Plots your net worth across time by comparing total assets and liabilities. Data points are pulled from all included accounts.
This card helps track your financial growth and long-term goals.
Customizing your dashboard
You can personalize your dashboard to show only the information that matters most.
Customize individual cards
Click the three-dot icon in the upper-right corner of any card, then select Customize. From here, you can:
Choose the time period (e.g., Month to Date, Quarter to Date).
Rename the card title.
Set card-specific options, like which categories or accounts to include.
Some cards also allow you to choose how data is grouped or visualized.
Changes are saved instantly, and the updated card will reflect your new settings.
Organize your cards
Drag and drop cards into the order that suits your workflow. Put the most important cards near the top for quick visibility.
Add or remove cards
Click the four-square icon (top right of the dashboard) to access the card selector. From there, you can toggle any card on or off.
Hidden cards retain their settings and data for when you re-enable them.
Include Business Data toggle
If you track business accounts, use the Include Business Data checkbox (top right) to show or hide business-related information. This affects cards like Income & Expense, Bills & Income, and Net Worth, depending on what accounts are selected in your file.
Tip: The dashboard automatically updates as new data downloads or is entered, making it an excellent daily check-in tool.