Quicken Views

Create Customized Views for Your Quicken Home Page

The Quicken Home Page cannot be edited, but you can configure other home pages by creating Views. After you create a Quicken View, it is easily accessed by clicking on its tab, which will appear next to the Home tab.

To create a View:

1. On the Quicken Home, click on Create New View located above the Update button on the upper right.

2. Enter a name for the new View you are creating.

3. As you click on potential items to select, a short description of the item will show up below the Available Items box you are making your selection from.

4. To add the items you want to display in the View, select the item then click on Add.

5. If you need to remove an item, select it from the Chosen Items box and then click on Remove.

6. You can move the items you have selected for your View by choosing an item and clicking on Move Up or Move Down.

7. Click on OK to finish. You will now see the tab for your View next to the Home tab on the Quicken Home Page.