Net Worth Summary Report

When I first bring up Quicken (Dlx 2012) there are two graphs on my screen. The top one is a graph of the Net Worth Summary Report, the lower one is a graph of an Account Balances report.

Can I configure this screen? I wish to change a few things:

(1) Remove the account balances report (doesn't interest me).

(2) Fill the free space with doubling the height of the Summary Report so I can better see the volatility from quarter to quarter.

(3) Replace the bar graph with a line graph without bars.

Does anyone know if all or part of this can be accomplished?

Reply to
Gary
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I have a customized home page. On the right hand side, near the top is a button labeled "Add View". When you use this, it will create an new page within the "Home" tab. You can add and rearrange many different items there. You can also give it a name. Mine is called "My View". You can add multiple additional views.

It will not always arrange the way you like, so some experimentation is required. I don't believe you can have a line graph though. If you figure out how to do that, let us all know.

Mine has the net worth graph extending across the entire page at the top. Below that, is my watch list with current stock prices on the left, Taxable income YTD, Alerts, One step updates results, and bill reminders on the right. It is a long page, as I track quite a few stocks in the watch list.

You may not get everything you want, but with some experimentation, you may get something you like better than the standard home page.

Reply to
Jim H

Sorry, Jim, but when I tried your suggestions, I discovered that the format of created pages is just as bad as the default page. In other words, I was able to create a view of the Net Worth Summary report graph without the Account Balances report on the bottom. The graph was only a half page tall. Quicken didn't make the graph a whole page; it didn't make the graph larger just because there was only one graph on the page. Also, I'm afraid this is what you and I are running into when looking for a line graph rather than a bar graph. It does what it does, and nothing else.

Reply to
Gary

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