Overview
The Quicken Simplifi Dashboard is a convenient overview of your finances! The Dashboard has 11 default tiles that give you a quick snapshot of your finances, and act as a shortcut to different areas and Reports.
Elements of the Dashboard
The default tiles consist of the following:
What You've Spent (in the last few days)
Top Spending Categories (in the last 30 Days)
Spending By Month (over the last 6 months)
Income by Month (over the last 6 months)
Customizing the Dashboard
You can easily customize your Dashboard in Quicken Simplifi by moving or hiding the various cards. To do so, click the Customize button in the upper right:
To move the cards around to your preference, click the drag handle icon to the left of each option and move it to the designated area, and then click Done:
To hide any of the cards, simply click the toggle to turn it off and then click Done:
To reset your Dashboard layout to the default view, click the Reset to Defaults option at the bottom:
Using Dashboard Tiles as a Shortcut
To use the Dashboard tiles as a shortcut, simply click the tile that you'd like to get more details on!
Arranging Your Accounts List (QBP Only)
If you're subscribed to Quicken Business & Personal, you can arrange your accounts list to show business or personal accounts at the top. You can do this by:
On your Dashboard, click on the three-dot icon to the right of + Account.
Select Customize account list.
Drag and drop to reorder your business and personal accounts as needed.
Click Update.
Resetting the Dashboard Layout
If you'd like to reset your Dashboard view to the original layout, you can do so by hovering over the panel on the left side and selecting Profile and then selecting Reset Dashboard Layout.
To learn more about using the Dashboard on the Quicken Simplifi Mobile App, please click here!