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In-App Flows/iOS/Quicken/Filtering holdings

APP

Quicken

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Accounts Accounts (settings)Achievements Acknowledgements Adding a bill Adding a holding Adding a new account Adding a new category Adding a new expense Adding a transaction Adding split transaction Bills and payments Categories Clearing all notifications Completing an account setup Contributing to goal Creating a new rule Creating a new tag Creating a saving goal Creating a watchlist Customizing dashboard Deleting a goal Deleting a transaction Deleting an account Editing a series Editing a tag Editing an institution Editing notification preferences Filtering accounts Filtering cash flow by date Filtering holdings Filtering spending by month Filtering total spending Filtering transactions General Goal options Help Home Income after bills Investments Legal License agreement Logging in Logging out Monthly summary Net income by month Net worth News detail Notification preferences Notifications Onboarding Planned spending Privacy Profile Recurring series Recurring transaction detail Refund tracker Resetting a connection Rules See all transactions See projected cash flow Sending a message Setting up passcode and Face ID Settings Spending plan Subscribing to Quicken Switching to dark mode Tags Tracking a refund Transactions View transaction Watchlist Withdrawing from goal

FLOW

Filtering holdings

Archived Jan 14, 2025

Quicken Screen screen in the Filtering holdings flow — 1ScreenFree

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