If you have not set the account up in the program yet, click on 'Add Account' in the program menu and enter your information. The setup wizard asks for the opening balance on any new account. To put it simply, Quicken stinks! I’ve been a longtime user of the accounting program, as I’ve mentioned in my Quicken reviews. In fact, I’ve been using Quicken since it was a Microsoft MS-DOS product (now over 25 years ago).

Connect with two other banks without issue, I’m now in a holding pattern until this bank supports Mac 2017. Fortunately I can still use Quicken Windows. That said, what I’ve seen of other features in Mac 2017 is encouraging. Thanks for sharing your experience with Quicken and Direct Connect. These technical issues connecting Quicken to certain bank accounts have always been a problem although it’s not just Quicken that’s affected. Such as Bankitivity (formerly iBank) also have issues.

By Stephen L. Following are some suggestions for reconciling an account in Quicken 2015 that’s causing you problems. If you’re sitting in front of your computer wringing your hands, try the following tips. Now, back in the main Reconcile menu, you’ll see the reconciliation you just entered. Click on it to open a detail window for review.

AFAIR, they've always done this though (certainly in the last few years), by making their software US-centric only. But at least the guide here will help those subscribers. Great overview of the Quicken application.

There are a few other minor features that QM2007 does not have. Note that QM2017 is being supported until April 30, 2020, whereas it has been announced that security fixes have ceased since QM2017 was releasedsee yet online access will continue as long as the FI/Bank supports it and their security updates don’t prevent it. Thebeek Direct Connect was problematic with our local bank.

Undo Bank Reconciliation Possible reasons to Undo Bank Reconciliation: • A payment was recorded for an incorrect date. • A transaction was checked off that hadn't cleared yet.

This will automatically make all the necessary adjustments. Note: By choosing this method, your history for up to the last two years will be refreshed for the new file being created, for all your accounts. As a result, consider saving a copy of your previous file before creating a new one by going to File > Save a copy as seen in Quicken.

I switched to using Macs about 10 years ago and for many years the last hold out app for me was Quicken for Windows. I ran the Windows version in Parallels for years. I heard Quicken Essentials was terrible. I heard some rumblings about Quicken Mac 2015 but not enough positives. When the 2016 version came out I began to hear more and better things.

Hopefully they’ll make some good improvements with new ownership. However, it led me to give YNAB a second try (had tried them previously). I’ve made adjustments to YNAB that make it the absolutely perfect software for me. Specifically, the main thing that made me dislike it was that I couldn’t forecast and budget my income.

They cannot see scheduled transactions, only some details regarding investments, and is LIMITED to cash, bank and credit cardsin other words loans, assets, and other account types are not visible (this applies whether you use the Mac or Windows version of Quicken desktop) – Conversion from Windows can leave out a lot of info, depending on what user data they have, like report formats, investment data, attachments, All this said, Quicken is working to narrow the gap in differences between the Mac and Windows versions but it has a LONG way before they come close. Thanks for your feedback. We have made it clear that Quicken for Mac still isn’t as complete as Quicken for Windows but Quicken 2017 is certainly the closest yet.

It still doesn't assist by adding a future credit card payment for you like the Windows version did. • On the other hand it implements transfers between accounts as two transactions using an intermediary account named 'Transfer'. This looks awkward at first but it allows me to ignore the 'Transfer' account in reports so that transfers don't artificially inflate income and expense numbers. Where is the magic wand tool in photoshop for mac free. Net worth, balances, and cost basis on equities came over exactly but I did have some issues that I had to clean up. Here is what I said in another thread back at the start of the year when I went to Quicken 2016 from Quicken for Windows (2013, I believe). I've found some issues were 'user error' but here is where things stand after nearly a year of use.

In a Word document, type the line “Enjoying the Ballet.” Press Shift+Enter. A new line starts. Continue typing “A Guide for Husbands and Boyfriends.” The soft return keeps the title text together (in the same paragraph), but on separate lines. How to get word for mac for free. While typing in letter in 'single-space' format, then pressing the 'return' I get double spacing instead. Under Print, do one of the following: To print a single label, click Single label. Then, type or select the row and column number on the label sheet for the label you want to print. In the first label, click each line of the address and type the information for your return address. Word updates all the labels when you click a new line or click in a margin.

Finally, although it’s not an essential feature, you still can’t access It’s hard to understand why many of these quite basic features still aren’t part of the Mac product, especially something as essential as loan amortization in a personal finance software such as Quicken. Another shortcoming for home owners is that Quicken for Windows users get automatic updates of their home values, which gives a more up-to-date overview of their net worth whereas Mac users don’t since home valuation isn’t part of the product. It is possible that Quicken will add these features via updates to Quicken 2017 for Mac over the next few months as Quicken are at least on features they’d like to see added to Quicken 2017 for Mac. Quicken product availability in general for Mac users still remains very limited however and it’s hard to see that changing anytime soon.

Until then, this important feature is horribly flawed and reason enough to avoid any upgrade expense. Calls and emails to product support get nowhere. And you did not mention the feature at all.

Calls and emails to product support get nowhere. And you did not mention the feature at all. So I am assuming nothing was fixed. @smayer97: saw your comments before I wrote thanks. I believe your analysis and most of the other comment strings add to this article. I was about to drop Quicken completely after at least 2 decades on Quicken / W starting way back with dot matrix check printing. Articles and comments about Intuit, HIG and Quicken / M 2016 left me looking into completely different home banking solutions.

– You make it sound like it is new but Quicken’s ability to import from other software like Banktivity, MoneyDance, etc. Is nothing new.

Sorry to bring this thread back from the dead, but I figured it was better than starting a new one. I share everyone else's reservations. Been using Quicken on Windows for years, and MS Money prior to that. The Mac version of Quicken has always be a weak 'lite' version.

On the Budget pane, my income shows as $0. I do have retirement, small business, and investment income, just no wages. On the Overview pane my spending is correct but 'Net Income' bounces all over the place and in some months is negative. For instance this month it shows $-X saying it comes from 88 transactions and splits. Yet when I double click to see the breakdown the total becomes a positive 3.5X from 8 transactions, the correct amount. Very maddening! • The reconciling feature of the initial 2016 release was very crude.

So when something goes wrong, and it inevitably does, it can create a lot of noise, especially if it affects a lot of users at once. The problems that arise cannot be solely attributed to Quicken, though there are many that are theirs to own. So it is important to maintain perspective on this whole issue. Am I saying that Quicken does not have some things they can improve? Of course not.

• The budget tool in Quicken 2017 is much improved. It's nowhere near as good as, of course, but it's usable.

You can still link your accounts online, so they pull your transactions in automatically, but they only store them on your computer. You can enter transactions manually if you didn't want to link your accounts.

Quicken tech support tells me they are going to remove my bank from their list of supported DC banks (Citizens Mid-Atl Consumer) if they can confirm my story. After doing my Windows to Mac conversion, adjusting a few minor elements in my records and establishing Dir. Connect with two other banks without issue, I’m now in a holding pattern until this bank supports Mac 2017. Fortunately I can still use Quicken Windows. That said, what I’ve seen of other features in Mac 2017 is encouraging. Thanks for sharing your experience with Quicken and Direct Connect.

We’ve taken a few of your points into account about the wording however and features that were pushed to Quicken 2016. As regards the disappearance of features such as Bill Pay from Quicken 2007, “disappeared” seems to be the best word or at the very least, “dropped” or “removed for unexplained technical reasons”, as they most certainly were regardless of whether Quicken decided to build the product from the ground-up in later versions.

Worth a look and he's already made investments that have performed according to plan. An important point about CountAbout is that the $9.99 or $39.99 is per year!

And when I do, I'll be sure to share my impressions with you! I’m like you but I use MoneyDance and YNAB. Moneydance () is like Quicken but has all the power of Quicken 2007 (for example, it can track specific lots of stock sold – new Quicken for Mac still can’t do that).

Has been the default personal finance manager of Mac users for years. But despite its ubiquity, I still run across many Quicken users who aren’t getting the most out of the program, because they don’t know some simple tricks that can make it easier to use. Here’s my top-ten list of tricks every Quicken user—from novices to experts—should know. Customize the keyboard If you don’t like Quicken’s default keyboard shortcuts, change them or add your own.

• Five Stars Posted by sandy on 12th Mar 2018 I have been using Quicken since 1991 and can not imagine what my finances would be like if I never had it to use. Better than ever. • Five Stars Posted by Albert C. Koch on 12th Mar 2018 I love using quicken because it helps me when it helps me.