Keep the tools you use most easy to reach, and hide shortcuts you rarely need.
The menu has two headed sections. Everyday holds the pages you open most: The Big Picture, Income, Bills, Assets, Debts, and Goals. Planning tools holds Retirement and the tools you use now and then, such as Money in and out, What-if planner, and SHTF plan (your worst-case emergency plan).
A shorter menu while you start
A new household sees a shorter menu. Until it has income plus at least one of bills, assets or debts, the planning tools (Import data, Save money, Money in and out, Debt Payoff Planner, What-if planner, True Cost Calculator and SHTF plan, depending on your access) sit under a More tools row. Goals and Retirement always stay visible. Choose More tools to open the list. Choose Show all tools to unfold the full menu permanently. It also unfolds on its own once the household has income plus one of those other records. If you open a folded page from a link or search, the list opens for you.
Steps
- Open the sidebar. On a small screen, open the menu first.
- Choose Customize menu below the tools.
- Click a row or its switch to turn a shortcut on or off. The editor lists tools under the same two headings as the menu. Everyday has Goals. Planning tools can include Import data, Save money, Money in and out, Debt Payoff Planner, What-if planner, SHTF plan, and True Cost Calculator, depending on your access and enabled features. Under the Other menu items heading at the end of the list, Show Businesses shows or hides the Businesses section of the sidebar. It appears on Pro when you can view businesses. The Learn switch there shows or hides the Learn row near the bottom of the menu, alongside switches for the other rows there, such as What's New, Plan & Billing, and the Search bar at the top of the menu. Plan & Billing is always available in Settings, and ⌘K (Ctrl K) still opens search when the search bar is hidden.
- Click and hold a row, then drag it to change its order within its section. Dragging does not turn the shortcut on or off. On mobile, drag the handle beside a tool. The up and down buttons also work with a keyboard.
- Choose Save menu to apply your choices, or Cancel to discard your edits.
To return to the standard arrangement, choose Restore defaults in the editor, then Save menu. The customization control remains available even if you hide every planning shortcut.
Import data starts at the top of the Planning tools you can customize, so it is easy to find the first time. You can move or hide it like the other tools, and your choice sticks. Its access rules still apply, and Settings → Your Data also provides an import link.
Learn, near the bottom of the menu, opens your money lessons in the Learning Center. It shows for everyone by default, including children and teens. Hiding it only removes the menu row.
The Businesses section sits below your family switcher. Hiding it only removes it from the sidebar; your businesses and their data are untouched. Until you choose, it follows your household's earlier Business Tracking setting, so your menu didn't change.
Retirement stays at the top of Planning tools and is not part of this editor. Its existing retirement-planning setting and your household permission to view Retirement control whether it appears — without that permission, it's left off the menu entirely, on top of the plan gating.
Save money, Money in and out, SHTF plan, and What-if planner each follow their own household permission the same way: without it, the shortcut doesn't appear here or in the menu, even if you turned it on before. See Set permissions for family members for what each role gets by default.
Your signed-in choices follow your account. Hiding a shortcut does not delete any data or disable the feature: you can still follow a direct link to a page you have permission to use. One exception: hiding True Cost Calculator also hides the per-bill time line on Bills. The calculator page itself still opens from a direct link.
You can also try customizing the public demo. Demo choices stay separate from your account and last for the browser session.
FAQ
Does hiding a shortcut turn off its feature?
No. It only hides the menu shortcut. Direct links still work, subject to your plan, household permissions, and feature settings.
Why is my menu shorter than I expected?
A new household starts with a shorter menu. Until you have income plus at least one of bills, assets or debts, the planning tools sit under **More tools**, and Goals and Retirement stay visible. Choose **More tools** to open the list, or **Show all tools** to show them all for good. Once you have income and one of those, the full menu appears on its own.
Can I change the entry pages or Settings?
No. The Big Picture, Income, Bills, Assets, Debts, Retirement, and Settings stay in place. Retirement heads the Planning tools section when enabled and available to you.
How do I show or hide the Businesses section?
On Pro, with permission to view businesses, open Customize menu and use the **Show Businesses** switch under **Other menu items**. It shows or hides the Businesses section of the sidebar. It does not turn off business tracking, and the Businesses page still opens from a direct link. Until you choose, it matches your household's earlier Business Tracking setting.
Can I move a tool from Planning tools to Everyday?
No. Each tool stays in its own section. You can reorder tools within a section and hide any of them.
Can I hide Plan & Billing or the search bar?
Yes. Open Customize menu and turn off **Plan & Billing** or **Search bar** under Other menu items, then Save menu. Plan & Billing is always available in Settings, and ⌘K (Ctrl K) still opens search.
Can I hide Learn from my menu?
Yes. Open Customize menu and turn off the Learn switch under Other menu items, then Save menu. Lessons still open from a direct link.
Are my choices shared with my family?
No. They are saved for your own account. The public demo keeps separate choices for the browser session and does not change your account.