Quicken for Mac investment dashboard keeps getting better We will continue to add and refine the information on the New Dashboard in the coming months. We think you will find these improvements to the New Dashboard valuable and time-saving. You can also click on a transaction on the Uncategorized Transactions card to bring up the Categorize Transaction screen for that transaction. For example, selecting a category from the Top Spending Categories card will now send you to a list of transactions in that category. We have also improved our existing cards. Additional improvementsīeyond new cards, you'll find that dragging and dropping cards to reorder them is easier and more intuitive. You can also select a bar to see a breakdown of your income and expenses for each period. You can hover over a bar on the Net Worth card to see more details. The card defaults to showing the past three months, but you can select several different time frames up to the past year. The Income & Expense card lets you see your total outgoing and incoming money for a given month. You can select the two dots on the right side of each transaction to bring up a list of actions you can take for that scheduled transaction. You can also choose to view all transactions or choose to see just Bills, just Income, or just Transfers. The default view is for transactions expected in the next seven days, but you can use the pull-down menu to choose the next fourteen or thirty days. Reminders include bill payments, expected income, and planned transfers between accounts. The new Bills, Income & Transfers card tracks your reminders for scheduled transactions. Hover over an individual bar on the graph to see the exact values for that month. The default is to see the last 90 days, but you can choose from many different periods up to the previous five years using the pull-down menu.

The Net Worth card tracks your total net worth (assets minus liabilities) over time. Quicken has introduced three new cards to the dashboard. Since then, Quicken has been steadily making improvements to the dashboard, adding more cards, and giving some existing cards more capabilities. Last year, Quicken introduced its New Dashboard for the Home tab, with an improved look and feel and new cards. Quicken's New Dashboard continues to improve

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