Customize Dashboard: Share your feedback here!

Coach Natalie

We'd love to hear from our users on the new Customize Dashboard features on both the Quicken Simplifi Web and Mobile Apps. Let us know what you think by commenting below!

Here is the announcement with more details on this enhancement:

https://community.simplifimoney.com/discussion/14988/new-feature-alert-customize-dashboard

DannyB

I know this has been a hotly desired capability… and here it is! This wasn't high on my QS wish list, but any user accessible flexibility and customization is welcome in my book.

Not to brag, since I had no say in the matter, but I landed in the first 20% of the Early Access group this time around and I just finished customizing my webapp dashboard. This is a great feature. Thanks QS Team.

________________________________

What follows is a depiction of my personal customization of the Dashboard. If interested, read on…

Since the Spending Plan IS my go-to page in QS and, IMHO, the crown jewel of QS, I took this opportunity to move the Spending Plan card to the top of Dashboard! YAHOO!!!

I moved the Income and the Spending cards to the second row. These two cards are my "big picture" or "snapshoot" cards showing me an at-a-glance view of where I am with this month's total inflow and outflow including a comparison with previous month totals.

My Bills & Income and Recent Transactions cards now sit in row three. These two cards give me a bit of "atomization" of the big picture seen in row two.

If I used my Watchlists routinely to monitor specific spending categories I would probably move this card up to just below the Spending Plan card, but I don't, so I'm leaving it visible and placed it to the fourth row.

Finally, I know some folks really dislike the Achievements feature in QS, but I get a kick out of reaching the various thresholds and being awarded the various badges. Since I'm still holding out hope to someday be awarded the 12 month Everything Paid badge, I left the Achievement card visible J4F, and it sits in row five next to my Credit Score Card which in its own way is a reward/achievement badge. I know, it's "silly" and finances are serious business - but still…

Now for the cards I have hidden. I don't do anything with my investment data in QS except to have it available for net worth and so I chose to hide the investment related cards. I have never found the Top Sending Categories card to be all that useful, so it's also now hidden along with the Potential Recurring card, which I found useful for the first few months, but after that most potential recurring expenses suggested have been false positives.

So, there you go, 5 rows of cards in a customized arrangement to my liking showing only what I want to see.

😎

Thanks again QS!

Quicken Kirby

@DannyB Thanks so much for the feedback and the customization details! The team is happy you used and appreciated the ability to customize your dashboard!

BIA

The new Dashboard layout is awful! I'm completely onboard with the customization tools that have been offered, but the fact that the Accounts section now fills an entire full-width screen while blocking the at-a-glance functionality that was offered by the previous Dashboard screen is a major downgrade. The old sidebar display of the Accounts list was abundantly adequate to identify linked accounts and balances, while still enabling me to see other tiles in a overall gestalt.

Please offer us the option of returning to the older display. At the very least, I would prefer to be able to include the Accounts tile in the customizable list, so that I can move it to where it's less obstructive to a one-screen perusal of my overall financial picture.

Candidly, this "update" has me shopping for a different budgeting/financial management app.

Coach Natalie

This feature is now available to all of Early Access!

SRC54

Very nice; I notice you can now have more dashboard cards horizontally, so I spent some time moving them around and got rid of 3 I didn't care about. Thanks!

SRC54

@BIA I admit the accounts section is a bit wide on the Dashboard but when I expanded the web window a bit, I am able to see it and 3 horizontally placed dash cards, and I still have room on my 24" Mac to see Stage Manager on the left and desktop folders to the right.

Maybe they can compact the accounts bar a little.

woodsman

I like the way you made it possible to organize the top cards on the Dashboard, but I hate the waving hand emoji that says "Hello, Name." Unnecessary and takes up screen space. Remove it entirely or make a setting to hide it.

SRC54

I thought it was ok. It calls me Stephen, which even at 71 makes me think of my mother. LOL

Hint: You can go to quicken.com and change your name if you want. I assume that is where Simplifi got it.

But maybe it's better that Simplifi use my more formal name. 😂

Here's the link to the place you should post feedback on the new Dashboard features:

[removed link to merged thread]

One of the coaches will probably combine this post there.

neon45

Hide Dashboard cards using on/off toggles

where is that toggle ???

SRC54

@neon45 On the web app, you click on the Customize button at the top right of the Dashboard Page. You can toggle them on or off and move cards up and down in the order you want.

On the phone app, you click on the Pencil icon next to your name on the Dashboard and then hit Manage Cards.

If you don't see the Customize buttons or the pencil icon, you may need to check in Settings that you have the Early Access feature on.

neon45

Thanks… The Early Access isn't turned on. I'll hang out until the feature is sent to everyone.

Thanks again…

SRC54

@neon45 I hear ya. I must admit that even though we are sort of beta testers when using the "Early Access", it's never been a real problem for me. Maybe had to turn it off once or twice for short periods in 4 years. It's been pretty solid, so maybe that makes us "gamma" testers? 😀

Quicken Kirby

@BIA thanks so much. this is something we are going to fix! do you want to turn EA off for now and I can let you know when it's fixed?

Ctnee29

Please make it so you can customize the size of individual "modules"

For Instance - I like having the Spending Plan as double width, so I do. But I also want Transactions as double-width right under it. Then I can mix and match the other ones. This would make this new feature WAY better. Just make it a grid that we can move the boxes around and play with their sizes.