The Top Movers card shows the change in the value of your securities. Also, both the Change (%) and Change ($) columns will appear if the card is wide enough to show all the text. You can now see the security name instead of the stock symbol. The Holdings card lists all your investment holdings along with the number of shares, the price, the value, the change percentage, and the change amount. If you work in a narrower window, the dashboard will automatically shift to using a single column with one card per row. We've made several improvements to our dashboard cards, which can now expand horizontally and vertically to match the window so you can see more information. Now, the charts display percentages up to two decimal places, and the background for percentages matches the corresponding color on the pie chart, making it easy to read at a glance.Įach asset class now has a permanently assigned color. We have redesigned the charts in the investing dashboard to improve clarity. You can also choose to show or hide the cents in your investment values.
#QUICKEN ESSENTIALS FOR MAC 1.7.2 UPDATE#
If you want, you can update them again directly from the dashboard. Additionally, you can see when your investment values were last updated. You can select which of your investment accounts to review (or review all of them at once). By changing the date on the toolbar, you can review what your Holdings, Top Movers, Allocation by Security, and Allocation by Asset Class were worth in the past, from a day to a year ago. The new investments toolbar helps you make adjustments and updates quickly. This includes a new toolbar, improvements to dashboard cards, and other changes. The Quicken for Mac team has been hard at work improving the investment dashboard to provide you with better information at a glance. 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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