Getting to Know Your Dashboard
Overview
Your personalized Dashboard turns complex financial data into clear, actionable insights. Reviewing it regularly helps you stay aware of your spending, reach your goals faster, and make informed financial decisions with confidence.
Whether you’re tracking personal spending or managing business income in Quicken Business & Personal, your Dashboard helps you:
Monitor spending, income, savings, and bills all in one secure view
Spot trends or issues early, before they impact your budget or cash flow
Stay motivated with visual progress toward financial goals
You can rearrange, add, or remove tiles to make your Dashboard reflect what matters most to you — whether that’s keeping an eye on bills, savings goals, or business cash flow.
Tip: Spend a few minutes each day on your Dashboard. Many users find that quick daily check-ins help them make smarter spending and saving choices throughout the week.
Elements of the Dashboard
Your Dashboard includes 11 customizable tiles that provide quick insights into different aspects of your finances. Click any tile to open a detailed view, or drag and drop tiles to create your ideal layout.
Tile | What It Shows | Example Use Case |
|---|---|---|
Spending Plan | Displays how much you have left to spend this month after accounting for bills, savings goals, and planned expenses. | Jamie, a freelancer, checks their Spending Plan weekly to see how much is left for discretionary expenses after setting aside funds for taxes and savings. |
Recent Transactions | Shows your most recent spending activity to help you stay aware of where your money is going. | Taylor reviews this daily to spot duplicate charges or unexpected purchases. |
Bills & Income | Lists upcoming bills and expected income so you never miss a payment. | Morgan uses this to plan cash flow around their business’s invoice schedule. |
Top Spending Categories | Highlights where most of your money goes, helping you identify spending patterns. | Alex notices dining expenses increasing and adjusts next month’s budget. |
Savings Goals | Tracks your progress toward personal or business savings targets. | Jordan tracks a goal to save for new business equipment while maintaining a vacation fund. |
Watchlist | Monitors specific spending categories you want to keep an eye on. | Samantha adds “Office Supplies” to monitor variable monthly costs. |
Spending by Month | Shows trends over time to reveal seasonal or behavioral patterns. | Cameron reviews this to compare slow and busy months in their consulting business. |
Income by Month | Displays monthly income trends to help forecast future cash flow. | Riley uses this to plan for low-income months in their freelance work. |
Achievements | Highlights milestones like consistent tracking, reaching savings goals, or staying under budget. | Useful for staying motivated and celebrating progress. |
Investments | Summarizes your investment account balances and recent performance. | Lena keeps an eye on her retirement contributions alongside daily cash flow. |
Credit Score | Shows your current credit score and tips for improvement. | Jordan uses this to monitor progress toward qualifying for a business loan. |
Customizing Your Dashboard
You can personalize your Dashboard layout to highlight what’s most important to you.
To customize:
Click and drag tiles to rearrange them.
Add or remove tiles using the Edit option in the Dashboard.
To reset to the default view, hover over the left panel, select Profile, then choose Reset Dashboard Layout.
💡 Tip: If you use Quicken Business & Personal, consider placing your Bills & Income and Income by Month tiles near the top to monitor business cash flow easily.
Managing Your Account List
You can also rearrange the order of accounts shown in your Dashboard:
Click the three-dot icon next to + Account.
Select Customize Account List.
Drag accounts to reorder them.
Click Update to save.
Everyday Scenarios
Personal Finance Example
Jordan starts each morning by reviewing the Recent Transactions tile for accuracy, glancing at the Bills & Income tile to check what’s due this week, and watching their Savings Goals progress. Spending two minutes here keeps their budget on track and prevents missed payments.
Business Finance Example
Ashley owns a small design studio and uses Quicken Business & Personal. She tracks income in the Income by Month tile to forecast cash flow, monitor expenses in Top Spending Categories, and use Watchlists to manage software subscription costs. Together, these insights help Ashley stay profitable and tax-ready year-round.