If an item does not have a checkmark, it is not currently on the Dashboard.
Any item with a checkmark already appears on your Dashboard. Select Configure Dashboard. A list of Overview Cards will appear.To add or remove an Overview Card from Quicken for the Web: If you want it at the bottom, drag it to the bottom of the Dashboard. If you want Spending Over Time to be the first card you see, select it and drag it to the top of the Dashboard. Simply drag and drop the card to where you want it to be. Repositioning cards in Quicken on the Web is easy. For example, if you select Top Spending Categories Month to Date, it opens up your Spending page, where you can dive deeper into your spending. While the Overview Cards on the dashboard are great for giving you a general summary of your finances, they are also handy for navigating through Quicken on the Web.Įvery card is also a link to a different section of Quicken on the Web. For Scheduled transactions, specify what transactions you would like to see in your. Specify the required account name, description, currency, and account type in their respective fields. Alternatively, you can navigate from the Quicken menu and click Accounts > Settings. Overview Cards are the individual sections on your dashboard. Click the Settings icon on the lower right side of the accounts register. For example, if you do not have investments, then the Investments cards are not something you need to see. You can also configure the Dashboard to add Overview Cards of interest to you or remove ones that you do not find useful. You can move Overview Cards around on the Dashboard. These features are called Overview Cards. It starts with some of the most popular tracking features in Quicken for the Web. It is a place you can go to see updates on your finances at a glance. The Dashboard is the default Home page for Quicken on the Web.
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