How do I customize the home tab



You can create multiple views on the Home tab and add, delete, or rearrange the components that each displays—up to a total of 40 snapshots, depending on your version of Quicken—so that each contains only the Quicken data that is most important to you.

Quicken lets you create a total of up to 11 views to track different financial areas.

  • To add a custom view to the Home tab:
    1. Click the Home tab.

    2. Click Add View.

    3. Enter a View Name for the view you're creating.

    4. Add any items that you want this view to display.

    5. Click OK.
  • To add items to the Main View or to a custom view of the Home tab:
    1. Click the Home tab.

    2. On the top of the page, click the button to open the view you'd like to customize.

    3. Click Customize.

    4. From the Available Items list, select the items to add to the selected view. (If necessary, click the plus sign next to a heading in the Available Items to display the list of items under that heading.)

    5. Click the Add button.

    6. Click OK 
  • To remove and rearrange items on a view:
    1. Click the Home tab.

    2. On the top of the page, click the button to open the view you'd like to customize.

    3. Click Customize.

    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 delete a view:
    1. Click the Home tab.

    2. On the top of the page, click the button to open the view you want to delete.

    3. Click Customize.

    4. Click Delete this view.

    Note

    You can't delete the Main View unless you have already created another view.

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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.