How To Customize a View

You can add new views (customized pages) to your Quicken Home page. When you customize a Home page view, Quicken displays tabs so you can navigate between the different views.

To create a new version of the Quicken Home page

  1. From the Quicken Home page toolbar, choose Create New View (if you have previously created other Quicken home pages, choose Customize > Create a new view).
  2. Enter a name for the view you are creating.
  3. Add any items that you want this view to display.
  4. Click OK.

To remove and rearrange items on the Quicken Home page

  1. From the Quicken Home page, click the tab of the view you'd like to customize.
  2. Click Customize.
  3. Choose Customize this view.
  4. From the Chosen Items list on the right side of the Customize View dialog, select an item to move or delete.
    • To delete the item, click the Remove button.
    • To reposition the item , click the Move Up or Move Down button until the item is in the correct position.
  5. Click OK.

To navigate between views of the Quicken Home page

  1. Open the Quicken Home page.
  2. Click the tab for the view that you want to open.

To delete a version of the Quicken Home page

  1. Open the Quicken Home page.
  2. Open the view you want to delete.
  3. Click Customize.
  4. Choose Delete this view.

Note: You cannot delete the default Home Page.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.