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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.

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.

By default, all available cards are visible and include both personal and business data if both are present.

Shows upcoming bills and expected income, helping you manage cash flow. Click any item to jump to the associated transaction or schedule.

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.

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.

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.

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.

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.

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.

You can personalize your dashboard to show only the information that matters most.

Click the three-dot icon in the upper-right corner of any card to access customization options:

  • Customize: Modify card settings including:

    • Time period (e.g., Month to Date, Quarter to Date)

    • Card title

    • Card-specific options, like which categories or accounts to include

    • Data grouping and visualization preferences

  • Duplicate: Create multiple versions of the same card with different filters or date ranges. This lets you compare different time periods or account groups side by side.

  • Restore to Default: Reset any individual card to its original settings with a single click, recovering from accidental edits or experiments.

Changes are saved instantly, and the updated card will reflect your new settings.

Click the four-square icon (top right of the dashboard) to open the Dashboard Settings panel. This comprehensive view lets you:

  • Toggle cards on or off: Use the switch next to each card name to show or hide cards

  • Lock cards: Prevent accidental changes to important card configurations

  • Delete cards: Permanently remove cards you no longer need (different from hiding—this completely removes custom cards)

  • Restore Dashboard to Default: Reset your entire dashboard to its original state, removing all customizations and returning to the default card layout

Hidden cards retain their settings and data for when you re-enable them. Deleted cards must be recreated if you want them back.

Drag and drop cards into the order that suits your workflow. Put the most important cards near the top for quick visibility.

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.

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