How to Customize Your Quicken Dashboard – Personalize Your View Easily

Customize Dashboard Now

Learn how to customize your Quicken dashboard to fit your needs. This 2025 guide helps you personalize your Quicken view, track key accounts, and make smart money choices—all in simple steps.

How to Personalize Your Quicken Dashboard Layout Step-by-Step

Open Quicken and go to the Home tab (your main dashboard).

Click on “Customize View” or “Add View” in the top-right corner.

A list of dashboard cards (widgets) will appear—like:

Net Worth
Recent Transactions
Budget
Calendar
Account Balances

Check the boxes for the cards you want to display.

To rearrange them, drag and drop each card where you want it.

Click on the dashboard name to rename it to something like “Monthly Spending” or “Bill Planner.”

Press OK or Done to save all your changes.

Your dashboard is now customized to show only what matters most to you!

Frequently Asked Question

Q1. How do I change the layout of my Quicken dashboard?

To change the layout, go to the Home tab, click “Customize View,” and select or reorder widgets like account balances, budgets, and recent transactions.

Q2. Can I remove cards I don’t want from my Quicken dashboard?

Yes, you can uncheck any widgets you don’t need from the “Customize View” panel and click OK to remove them from your dashboard.

Q3. Is it possible to create multiple views in the Quicken Home tab?

Absolutely! Quicken lets you create and name different dashboard views like “Spending Overview” or “Investment Tracker” for personalized planning.

Q4. Will my customized dashboard save if I close and reopen Quicken?

Yes, once you customize and save your dashboard layout, Quicken will remember your settings every time you open the program.

Q5. What if I want to reset my Quicken dashboard to default?

You can reset by removing all added widgets or clicking “Customize View” and manually re-adding only the default items.

Page updated

Google Sites

Report abuse