The Quicken sidebar

Can't find your sidebar?

If your sidebar is not appearing, go to View menu → Show Sidebar.

The sidebar is a single, always-accessible location that allows you to find all your accounts in Quicken. Using the sidebar, you can add accounts, update your transactions and balances, view individual accounts (click the account name) or view multiple accounts at once (click the headers: Cash, Savings, Credit Card, Investments, Property & Debt).

Did you lose your sidebar?

Sometimes people accidentally collapse/close their sidebar and don't know how to restore it.

If you have collapsed your sidebar, click the button to expand it again. You can also do this by going to the View menu and selecting Show Sidebar.

Top of Sidebar

At the top of the sidebar you'll find three very useful buttons:

• Update Online Accounts: Click the update icon to update all your online accounts. You can see when the accounts were last updated in the tooltip.

• Add Account: Click Add Account to add a new account to Quicken.

All Transactions

All Transactions groups all of the transactions from all of your accounts into one spot. Click All Transactions to

• View a combined list of transactions from all accounts in one place.

• View a comprehensive look at Spending and Income.

• Use the search field to quickly find anything in Quicken, from any account.

Banking

All of your spending and savings accounts are in Banking.

• Click the section header (Banking) to see a combined view of all Checking, Savings, Credit Card, and Cash accounts. Click the Spending and Income tabs to see a chart of spending or income for all of your Cash and Credit Accounts

• Click a sub-header (Cash, Savings, Credit Card) to see a combined view of just that account type.

• Click an account name to drill down into a single account.

Investing

All of your investment accounts are in Investing.

• Click the section header (Investing) to see a combined view of all your investment accounts. If you have multiple financial institutions or accounts, the Investing view gives you a combined overview of your entire portfolio.

• The Portfolio view shows the value of your investments over time, your holdings across all your accounts, lot-level holding details, cost basis, position gain and loss, unrealized and realized gain.

• The Transactions view shows all transactions from all your investment accounts. Download transactions from your financial institutions or enter 23 different investment transaction types manually. You can also do both.

• Click a sub-header (Brokerage, Retirement, Education) to see a combined portfolio and transaction list for just that account type.

• Click an account name to drill down into a single account.

Property & Debt

Complete your financial picture by tracking your assets and liabilities.

• Property & Debt displays the net value of your assets & liabilities. Click the section header to see a combined view of asset & liability accounts.

• Click a sub-header (Property, Debt) to see a combined transaction list for just that account type.

• Click an account name to drill down into a single account.

Note: You can resize the sidebar according to your working and viewing preference. For more information, see resizing the sidebar.

Net Worth

Your net worth is displayed at the bottom of the sidebar so you can actively track this amount each time you perform an update of your accounts and transactions.

Multi-Currency

Currency is displayed in your home currency. Typically this is the US or Canadian dollar but can be changed in Settings. Accounts that are in a different currency will display their foreign currency symbol in the sidebar unless Sidebar Balance Options are set to Show Foreign Balances in Home Currency in the Sidebar Options menu (3 dots). Totals for account groups in the sidebar such as Cash, Savings, etc., including Net Worth, are always calculated in your home currency using the current exchange rate, which Quicken downloads and updates.

Sidebar account options

When you right-click or control+click on an account name in the sidebar, you have several options for working with your account.

Sidebar Settings

You can change settings for your sidebar by going to Quicken menu → Settings and selecting Sidebar. 

From there, you can change the settings for:

• Account Activity Indicators.

  Account activity indicators are the blue dots that appear next to your accounts when new transactions are in the register.

  • Highlight accounts with new transactions will indicate when new transactions are downloaded. The blue dot will disappear after you've viewed the register.

  • Highlight accounts with unreviewed transactions will keep the blue dot until all the transactions in your register are marked as reviewed.

• Displayed Balances.

  • Today's Balance - Today's Balance tells you how much you have in your account today, according to the transactions in your register. (This is the balance that appears on the Overview and the Accounts Summary.)

  • Projected Balance - The Projected Balance tells you how much money you have left for the near term (as defined by your settings), given all the money you've stated you have coming in and going out. The Projected Balance includes today's balance minus future bills and plus future income.

  • Online Balance - The Online Balance is the amount of money left in your account at the time of your last download. In other words, it's the amount of money your financial institution thinks you have left.

• View Options.

  • Account Balances. See the balance for each account listed in the sidebar. 

  • Group Balances. See the balance for groups such as Banking, Investing, and Property & Debt.

  • Sub-group Balances. See the balance for sub-groups such as Cash, Savings, Brokerage, and Retirement.

  • Foreign Balances in Home Currency. See your account balance in the home currency rather than US Dollars.

  • Total. Formerly called Net Worth, this is the total of all your positive and negative balances.

  • Show Cents. Display account balances down to the penny instead of rounded to the dollar.

• Accounts to Display.

  • Closed. Display closed accounts.

  • Hidden. Display hidden accounts.

  • Separate. Display separate accounts.

More information about closed, hidden, and separate accounts