Where Are The Program Files For Quicken On Mac
Quicken makes managing your money easier than ever. Whether paying bills, upgrading from Windows, enjoying more reliable downloads, or getting expert product help, Quicken's new and improved features will help you save time and get better control of your money.
Features
Best Answer: Just go to Staples and buy a 4 GB Flash drive (depending on how big your purchases were) Just go to Start>My Computer>C: Drive>Program files>Quicken and look for a folder that has your purchases. Copy the purchases and paste them in the flash drive. Plug the flash drive into your mac and pull. Oct 17, 2010 Converting from a Quicken for MAC to Windows. Discussion in 'Quicken' started by Mr.Jan. One of those 'other' machines. Anyway, has anyone done a conversion from a MAC file to a PC based file? I found the instructions on the Quicken site but I always like to talk to people who have had experience. The new software would be $50 but the.
- Pay your bills from right within Quicken:
- See and track them all in one place so that you never miss a bill
- See what bills have been paid, are coming up, or past due
- Easily pay your bills on time from right within Quicken
- Single-click upgrade from Quicken Windows to Quicken Mac:
- Convert from Quicken Windows to Quicken Mac in one click (excludes version from Mac App Store)
- Do it all right from your Mac (no Windows required)
- Easily import data from Quicken Mac 2015, Quicken Mac 2007, and Quicken Essentials with just one click
- Export Category Summary and Tax Summary reports to a CSV file:
- Export these reports with a single click
- Enables you to analyze and graph data in Excel, Numbers, or your favorite spreadsheet app
- Send your Quicken data to your accountant, financial planner, or other non-Quicken users
- Ability to transfer money between different accounts within your bank:
- Transfer funds from your savings account to your checking account
- User must enable transaction download with the associated bank account
- Free phone support:
- We'll help every step of the way: we'll help you get started, upgrade, or set up new features
- Phone support available Monday to Friday 5 a.m. to 5 p.m. PST
- Reach us online via our 24-hour live chat support
- See all your accounts in one place - Get a single comprehensive view of your bank, credit, card, investment and retirement accounts. Say 'goodbye' to multiple sites, passwords and statements. Automatically download transactions from over 14,500 financial institutions. Easily see where you're spending and where you can save.
- Easily manage your accounts and transactions - The completely redesigned account register makes it easier than ever to manage your transactions--super fast search and filtering options, customizable columns and row height, and a great new look. Plus, all the features you expect from Quicken--categories, splits, tags, attachments, check printing and more.
- Stay on top of bills and spending - Schedule reminders for upcoming paychecks, bills and payments to help avoid late fees. Get helpful reminders and alerts so that you can make your payments on time. See the impact of upcoming paychecks and bills on your account balance to avoid overdrafts or slipping below minimum balance requirements.
- Get a handy calendar view of your spending - See your transactions at a glance. See when and where you spent your money. Look at your future bill and income reminders to understand the impact on your account balance.
- Plan and stay on a budget - Makes budgeting and sticking to a budget painless. Automatically create a budget based on your past spending. Customize your plan, and track your progress.
- Make smart money decisions on the go - Check your account balances and budget on the go. Free mobile app syncs data from your computer to your iPhone, iPad, and Android device. Take pictures of receipts to track key purchases.
- Manage your investments and plan for taxes - See how your investments are performing. We continuously update quotes to keep your portfolio value current. Track cost basis, see realized and unrealized gains, and calculate capital gains, and more to make tax time easier.
- Get valuable reports to help you make better financial decisions - Get or customize reports that help you understand different aspects of your finances. A cash flow graph shows how your upcoming bills and income affect your balance to help avoid overspending or late fees. Knowing your net worth over time helps you evaluate your current financial health and plan your financial future. We'll even show the amount spent by payee so that you can be smarter about managing your money. Other popular reports include category summary, spending over time, and tax schedule.
- Easily import data - Easily import data from Quicken Essentials for Mac, Quicken Mac 2007, and Quicken 2010 for Windows or newer versions.
- Easy to get started and keep going - Step-by-step guidance helps you get up and running fast. Gives you the big picture in minutes. Special tool for upgraders, too! Easy setup tool for automatic downloads. See a list of all accounts that can be connected and just click to get set up.
Quicken 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.
1. Customize the keyboard
If you don’t like Quicken’s default keyboard shortcuts, change them or add your own. Just hold down the 1 key and choose the item you want to customize from the menu bar. In the Edit Command Key dialog box, you can enter your preferred shortcut.
Program Files Extensions
2. Don’t open Quicken
Need to quickly record an expense? Just tap the key you’ve configured to launch Dashboard, and then use the QuickEntry widget that was introduced with Quicken 2007. You can make entries in any of your Quicken accounts; those entries will be automatically imported into your account registers the next time you launch Quicken.
3. Unclutter your categories
Quicken’s categories are the key to tracking your spending. But even though some of Quicken’s default categories may not work for you, those categories will still appear every time you view the Categories & Transfers window or use the pop-up category list in the account registers. Get rid of categories you’ll never use by choosing Lists: Categories & Transfers: Remove Unused Categories.
4. Use classes
Quicken makes it easy to create categories for all your financial transactions—perhaps too easy. For example, let’s say you want to track individual medical expenses for you and your spouse. You could create two subcategories under the Medical category. But what about your kids? Do you really need a different Medical subcategory for each family member? If you do, and if you apply the same logic to your other expenses, you’ll soon have an unmanageable number of categories and subcategories.
The smarter thing to do is to create classes in Quicken. Classes are distinct from categories, so they can further define a transaction that has already been assigned to a category. For example, you might create a class for each of your family’s members. Just choose Lists: Classes, click on the New button in the Classes window, and add a new class name. Then, during data entry, you can assign a class to a transaction by appending a forward slash and a class name to the category name. For example, you’d enter Medical/Bob for one of Bob’s medical expenses.
Once you’ve set up these classes, you can easily generate a report for the entire family’s medical expenses (sorting by category), another for all your expenses (sorting by class), and a third for just your medical expenses (sorting by both class and category).
5. Calculate faster
If you want to make a quick calculation while you’re entering data in the account register, you don’t have to reach for the calculator on your desk or in Dashboard. Instead, Quicken’s QuickMath feature gives you a simple “paper-tape” calculator (like an old adding machine) right in the account register. Here’s how to use it: While you’re in any field that you can enter an amount in, press an arithmetic-operator key (+, –, *, /, or =) to open the QuickMath paper tape. Enter the numbers you want to calculate, pressing an operator key between each number. When you’ve entered all your numbers, click on the Total but-ton at the bottom of the paper tape (or press enter). Quicken does the calculation and places the result into the field.
6. Don’t skip backups
Your Quicken data file is one of the most important files you have, and a good backup is a must. Quicken will back this file up automatically, but you can customize the backup location. A second hard drive is ideal. Choose Quicken: Preferences, and then go to the File Backup pane. Make sure that the Automatically Back Up The Data File To Disk option is selected; then click on Choose and navigate to a folder on your external hard drive. If you have a .Mac account, you can also automatically back up to your iDisk. Security is ensured because the backup file is compressed and encrypted with a password.
7. Set a schedule
A good way to keep on top of your finances is to set aside the same time each week to do your bills. If you use online banking, you can increase efficiency by having Quicken download your statements and update your accounts each week before you begin. Choose Online: Scheduled Updates; then, in the resulting dialog box, set the day of the week and the time for the automatic update. At that time, Quicken will launch silently in the background, download your financial data, and quit. When you’re ready, you just open Quicken and work with your updated information.
8. Reconcile instantly
Reconciling your accounts can be a pain, but if you use online banking, it can be almost painless. All you need to do is turn on automatic reconciliation. In Quicken’s preferences, open the Auto-Reconcile pane. Choose the account you want to automatically reconcile (it must be a checking, savings, or credit card account) from the pop-up menu; then select the Enable Auto-Reconcile option. I also suggest that you select the Auto-Reconcile Without Reminding Me option. That way, when your Quicken balances and your bank’s balances match, you won’t even see the Reconciliation dialog box.
Where Are The Program Files
9. Make online payees smarter
When you download transactions, they often appear with somewhat inscrutable payee names. For example, when I buy groceries with my debit card, the charge shows up with this payee name: Safew0000000000CA 1724. Quicken’s Smart Payee feature can help. In the Download Transactions window, select the payee name and type over it with a new name (I chose Safeway ); you can also make changes in the Category and Memo fields. Then click on the Record button. Quicken saves the new Smart Payee name for the transaction, and replaces the old name with the new one in all that payee’s past transactions. In future downloads, the original payee name will be automatically changed to the Smart Payee name.
10. Track your inventory
Your money is important, but so is your stuff. Use the included Quicken Home Inventory program to list all of your possessions for insurance purposes. Integration with iPhoto allows you to keep photographic documentation of your valuables. Just as important in the event of a disaster is being able to access your important papers; the Emer-gency Records Organizer lets you enter data and print a report containing emergency contacts, financial and insurance information, vital documents such as birth certificates and your will, and more. You’ll find both of these programs in the Activities menu.
[ Tom Negrino is the author of a number of books on Quicken, as well as a coauthor of Dreamweaver CS3 Visual QuickStart Guide (Peachpit Press, 2007). ]
Keyboard Shortcuts: Customize your shortcuts with Quicken’s Edit Command Key.Fast Calculations: Quicken’s built-in QuickMath feature is a simple, paper-tape–style calculator.