Can I create a dashboard card with total current credit card balances? (2024)

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    jlspitzer Member ✭✭

    June 7 in Reports (Windows)

    Can I create a dashboard card with total current credit card balances?

    • Tom Young SuperUser ✭✭✭✭✭

      June 7

      Options

      The standard "All Accounts" view has the credit cards segregated from other Accounts and shows both the current and ending balances.

      There's also a "Credit Card Accounts" view, with more information about credit availability, but it only shows ending balances.

    • jlspitzer Member ✭✭

      June 7

      Options

      Are we taliing about the Dashboard? I don't see either of those options. This could just be me.

    • Tom Young SuperUser ✭✭✭✭✭

      June 7

      Options

      Sorry for the confusion, though it's created by Quicken's dual use of the term "dashboard."

      At some point along the line Quicken introduced "The Dashboard" which is, essentially, a "customized view" that's available on the Home tab. If you click on the Home tab then click on the gear wheel in the upper right hand corner of the screen, one of the available menu options is "Add View." Clicking on Add View allows you to create a new View on the Home tab and presents a list of canned reports that you might put on that View. Unfortunately Quicken has in the past called these options "dashboards."

      The two items referenced in my response are available to you in a new customized view that you'd add to the Home tab.

      I'm not aware of any way of doing this on "The Dashboard" itself.

    • Ps56k2 Alumni ✭✭✭✭

      June 7 edited June 7

      Options

      not in the Dashboard -

      if you create a different custom VIEW - then you have the selections avail -

      Can I create a dashboard card with total current credit card balances? (6)

      Can I create a dashboard card with total current credit card balances? (7)

    • jlspitzer Member ✭✭

      June 7 edited June 7

      Options

      Where do I find this Customize View? I'm not seeing that directly available. Thanks.

    • NotACPA SuperUser ✭✭✭✭✭

      June 7

      Options

      https://community.quicken.com/discussion/comment/20437781#Comment_20437781

      HOME, Dashboard, then click the Gear icon in the upper right.

      Q user since February, 1990. DOS Version 4
      Now running Quicken Windows Subscription, Business & Personal
      Retired "Certified Information Systems Auditor" & Bank Audit VP

    • Tom Young SuperUser ✭✭✭✭✭

      June 7

      Options

      You should be seeing something like this:

      Can I create a dashboard card with total current credit card balances? (11)

      If you're not seeing this for some reason then maybe Edit >Preferences > Navigation > Use Classic menus would work, though that shouldn't be necessary.

    • Jim_Harman SuperUser ✭✭✭✭✭

      June 7

      Options

      Also at Property & Debt > Debt there is a listing of credit cards including current and total balances.

      QWin Premier subscription

    • jlspitzer Member ✭✭

      June 7

      Options

      https://community.quicken.com/discussion/comment/20437786#Comment_20437786

      I don't have the Add View option. Is this not available in Quicken Deluxe?

      Can I create a dashboard card with total current credit card balances? (14)

    • Ps56k2 Alumni ✭✭✭✭

      June 7

      Options

      try the slider to - Classic Dashboard ?

    • jlspitzer Member ✭✭

      June 7

      Options

      https://community.quicken.com/discussion/comment/20437799#Comment_20437799

      The menu has the same options whether it's in Classic or not. No option for New View.

    • jlspitzer Member ✭✭

      June 7 edited June 7

      Options

      Tom Young2:29 pm —- this worked to add the Add View option and create a tab for the credit cards. Thank you.

      You should be seeing something like this:

      If
      you're not seeing this for some reason then maybe Edit >Preferences
      > Navigation > Use Classic menus would work, though that shouldn't
      be necessary.

      https://us.v-cdn.net/6031128/uploads/6SPILS97V7CK/image.png

    • Jim_Harman SuperUser ✭✭✭✭✭

      June 7

      Options

      On the Home tab gear menu, move the slider to the right to enable the Classic Dashboard. This will enable additional tabs next to the where it says Dashboard. The default is Main View. Select that and you will see the panels of the Classic dashboard.

      Now when you click on the gear the heading will say Classic view and you can customize the current view or add a new one.

      QWin Premier subscription

      1

    • jlspitzer Member ✭✭

      June 9

      Options

      Just so I understand, there is no way to add a report or new custom card to the dashboard. Correct?

    • Jim_Harman SuperUser ✭✭✭✭✭

      June 9 edited June 9

      Options

      If you follow the instructions I posted above, there is a long list of panels that you can add to the "Classic" dashboard. You must select from the list, you can't create new ones. They are not as modern as the new dashboard.

      But if there are reports you use frequently, you can add buttons for them to the Toolbar. Go to View > Show toolbar if the buttons are not displayed near the top of your screen.

      QWin Premier subscription

    • jlspitzer Member ✭✭

      June 9

      Options

      Jim, thanks for the clarification. Since I found the classic view it has allowed me to put the credit card info in a tab. I do use reports and have put the buttons on the toolbar. Initially, I was curious if you can have additional custom charts of reports in the dashboard view. I know it's limited to the ones on the list, now.

      Thanks again for the help.

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    Can I create a dashboard card with total current credit card balances? (2024)

    FAQs

    What is a credit card dashboard? ›

    The credit card dashboard provides the customer with a holistic view of all his credit cards held with the bank.

    What is the biggest mistake you can make when using a credit card? ›

    Perhaps one of the riskiest things to do with your credit card is to take out a cash advance. Interest starts accruing on the amount of cash you withdraw immediately — there's no grace period like regular purchases. And you'll likely incur a cash advance fee, which can be around 5% of the advance.

    How many total credit cards can I have? ›

    Hopefully you're not disappointed to learn that there is no official, widespread restriction on the number of credit cards you can have. Credit card issuers either approve or deny applications all the time.

    What is the difference between paying credit card statement balance and current balance? ›

    Pay the statement balance: This means paying exactly what's due. If you pay off the total statement balance by the due date, then you won't pay interest on purchases from the last billing cycle. Pay the current balance: This covers your statement balance plus any charges you've made since the end of the billing cycle.

    What are dashboard cards? ›

    A Dashboard Card will display information from 100 records by default, but users can adjust this as needed using the Limit Rows field. Insightly will instantly create a rich, insightful diagram that will help you understand your business and how it functions.

    Is a dash card a credit card? ›

    At its core, DasherDirect is a specialized debit card crafted specifically for DoorDash drivers.

    What is the number one credit killing mistake? ›

    Not Paying Bills on Time

    Your payment history is the most influential factor in your FICO® Score, which means that missing even one payment by 30 days or more could wreak havoc on your credit.

    Can you lie about how much you make to credit card companies? ›

    Lying about your income on a credit application is fraud, which has potential legal implications. Even if you avoid legal trouble, however, the credit card issuer may close your account, forfeit any rewards you've earned and have you repay the outstanding balance.

    What is the number 1 rule of using credit cards? ›

    Pay your balance every month

    Credit card balances should be paid on or before the due date. Paying the balance in full has great benefits. If you wait to pay the balance or only make the minimum payment it accrues interest. If you let this continue it can potentially get out of hand and lead to debt.

    Is it bad to have too many credit cards with zero balance? ›

    However, multiple accounts may be difficult to track, resulting in missed payments that lower your credit score. You must decide what you can manage and what will make you appear most desirable. Having too many cards with a zero balance will not improve your credit score. In fact, it can actually hurt it.

    Is 10 credit cards too many? ›

    If you are well organized, you may be able to handle 10 or more credit cards and keep track of their benefits, fees and payments without any problem.

    Should I leave a small balance on my credit card? ›

    Carrying a balance on a credit card to improve your credit score has been proven as a myth. The Consumer Financial Protection Bureau (CFPB) says that paying off your credit cards in full each month is actually the best way to improve your credit score and maintain excellent credit for the long haul.

    Can I spend my current balance? ›

    The current balance on your bank account is the total amount of money in the account. But that doesn't mean it's all available to spend. Some of the funds included in your current balance may be from deposits you made or checks you wrote that haven't cleared yet, in which case they're not available for you to use.

    Should I pay last billed due or current outstanding? ›

    Should you pay the outstanding balance? Paying the full outstanding balance each month is ideal. It helps you avoid interest charges and maintain a good credit score. If paying in full isn't feasible, at least aim to pay the minimum due to avoid late fees and adverse credit reporting.

    What's the difference between current balance and available balance? ›

    Your current balance reflects the amount of money in your bank account at any given moment. Your available balance is the amount of money you have to spend, including any pending payments and deposits. The key difference is that your pending purchases do not appear in the current balance.

    What is a credit dashboard? ›

    With the insights provided by your monthly credit dashboard, you'll be able to: See how much you are paying on your accounts each month. Track your account activity and interest rate payments. Check if you can consolidate your credit and free up cash flow. See if there is suspicious activity on your account.

    How does money dashboard work? ›

    Money Dashboard is a free online personal financial management service in the United Kingdom. It provides users with the ability to view all of their online financial accounts in one place and categorises and analyses all of their transactions so they can understand how they use money.

    What is my dash card for? ›

    With the dash card your teams can purchase everywhere Debit Mastercard is accepted. You will see each card's transactions and card balance in the dash app.

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