Quicken For Mac User Manual


Quicken for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less. Quicken Again Creates Solid Personal Finance Software Product Specifically for Mac Customers MOUNTAIN VIEW, Calif. August 01, 2005 - Intuit Inc. (Nasdaq: INTU ) today released Quicken® Personal Finance Software for Mac 2006, the most complete personal finance software product designed specifically for Mac® users and the Mac OS® X operating system. Siteground ftp filezilla download. Quicken For Mac 2015 User Manual Quicken was traditionally known as one of the best personal finance software options for desktop users. However, the Mac version had traditionally lacked the features found in the PC version, and that was disappointing to many users.

If you’re an investor (particularly a small business owner or real estate investor) or an individual dealing with personal finances, Quicken 2014 can simplify your life. Check out this information and insight into a financial recordkeeping tool that’s popular around the world.

Windows Tips for Quicken 2014 Users

Quicken and Windows programs play well together. Several common Windows tricks help make your use of the Quicken 2014 financial recording tool easier and faster.

  • To move quickly to list box entries that begin with a particular letter, press the letter.

  • To select a list box entry and choose a dialog box’s suggested command button, double-click the entry.

  • To move the insertion bar to the beginning of a field, press Home.

  • To move the insertion bar to the end of a field, press End.

  • To close a window or dialog box, click its Close button in the upper-right corner. (The Close button is the little box with an X in it.)

  • To minimize a window, which shrinks it into a tiny little picture, Windows users click the first button in the upper-right corner — the one that looks like an underline. (Windows then places the minimized program on the taskbar.)

  • To maximize the Quicken desktop so that it fills the entire monitor screen, click the middle button in the upper-right corner of the application window if the button shows one window. If the middle button shows two windows, the desktop is already maximized. For previous Windows versions, click the up arrow in the application’s upper-right window. You can also click on the title bar.

  • To do a Help yelp, press the F1 key. This key works just about anywhere. Don’t press it in a crowded theater, though.

  • To start another application in Windows 7 or earlier, click the Start button. Use the Start screen if you are using Windows 8.

  • To switch to another application, click its button on the taskbar.

  • To change any document’s window size, position the mouse pointer on the window border and then click and drag the border. (If you can’t see the border because the window’s been maximized, click the middle button — with the two windows in it — in the upper-right corner.)

Quicken For Mac User Guide

Quick and Easy Date Editing in Quicken 2014

Quicken 2007 For Mac User Manual

Quicken 2014 gives you some handy date-editing tricks. Whether you’re using Quicken Starter Edition, Quicken Premier, Quicken Home & Business, or Quicken Rental Property Manager, you may enter dates when you write a check, record a deposit, reconcile an account, or receive a dividend on some investment. If the selection cursor is in a Date field, you can do these things:

Press This KeyWhat Happens
+Adds one day to the date shown.
Subtracts one day from the date shown.
tChanges the date to today’s date. You can remember this
because t is the first letter in today.
yChanges the date to the first date in the year. Note that
y is the first letter in year.
rChanges the date to the last date in the year. Note that
r is the last letter in year.
mChanges the date to the first date in the month. Just to salve
my compulsive personality, allow me to point out that m is
the first letter in month.
hChanges the date to the last date in the month. Okay, last time
I’ll provide a memory tool — note that h is the
last letter in month.

Quicken For Mac 2020 User Guide

Quicken 2014 Tasks Every User Should Know About

Working with a robust financial record-keeping software program like Quicken 2014 can present some challenges. The Quicken software has so much to offer. Here are four tasks that every Quicken user should perform on a regular basis:

  • Set up Quicken bank accounts for all your checking, savings, and money market accounts — and then use the Quicken software to carefully track the money that flows into and out of these accounts. Maintaining even just this simple cash accounting system lets you more easily monitor your finances, budget for the future, and identify money-saving tax deductions.

    Small businesses and rental property investors: The Home & Business and Rental Manager versions of Quicken let you easily set up and run simple cash-based accounting systems for a home-based business and for real estate investments. Use these great tools if you’re a real estate investor or business owner!

  • Use the Retirement Calculator to estimate when and how you can retire. Especially with the financial meltdown in the last decade, people need to get more proactive both about saving for and planning for retirement. To use the Retirement Calculator, display the Planning tab, click the Planning Tools button, and choose the Retirement Calculator command.

    Invest some time in figuring out how to really economize on your investment-related costs because these costs (mutual fund expense ratios, financial advisory fees, trading costs, and so on) can eat away at your profits in a fashion that most amateur investors don’t understand.

  • Create a category list that makes tracking your spending and tax deductions easy. Within Quicken, you organize your financial information using income and deductions categories.

    Any stream of income you want to separately track or monitor requires its own category. And any expense that you want to regularly tally — perhaps the expense represents a tax deduction — also requires its own category. You can set up categories by choosing Tools→Category List.

  • Balance bank accounts each month with only a few minutes of effort by clicking the Actions button and then choosing the Reconcile command. (The Actions button appears in the upper-right corner of the Quicken window whenever a bank register shows.) Reconciling a bank account lets you catch and correct bookkeeping errors with your accounting records.

Time-Saving Quicken 2014 Shortcuts


You can save time working with Quicken 2014 by using and memorizing the keyboard shortcuts listed in the following table. Although learning to use Quicken keyboard shortcuts requires memorization work upfront, the effort usually pays back rich dividends in data entry time savings.

ShortcutWhy You Want to Remember This
Ctrl+SDisplays the Split Transaction window (so that you can use more
than one category to describe a payment or deposit).
Shift+DeleteCuts out the selected text in a field and moves it to the
Windows Clipboard (so that you can paste it into some other
Ctrl+InsertCopies the selected text in a field to the Windows Clipboard
(so that you can paste it into some other field).
Shift+InsertPastes what’s on the Clipboard into the selected field.
Ctrl+PPrints the contents of the active window. (Well, almost
F1For those times when you just have to say, “Aaagh! Help!
F11Maximizes register view.
Ctrl+OLets you open another Quicken data file.
Ctrl+GGo to date.
Ctrl+KDisplays the financial calendar.
Ctrl+BPuts you on the fast track to backing up your data.
Ctrl+ADisplays the Accounts List window.
Ctrl+WDisplays the Write Checks window.
Ctrl+LDisplays the tag list.
Ctrl+TDisplays the memorized Payees list.
Ctrl+JDisplays the scheduled transactions list.
Ctrl+UDisplays the Portfolio View window.
Ctrl+VAllows you to void a transaction.
Ctrl+YDisplays the security list.
Ctrl+HDisplays the Find and Replace window.

5 Free Websites Quicken 2014 Users Can Rely On

The web shares lots of information about personal finance, small business, and tax accounting that Quicken users can appreciate. If you’re a small business owner, investor, and or person just beginning your research, however, you may not be sure which websites offer the most up-to-date and dependable information.

Here are five sites that provide reliable, useful information:

SiteWhy It’s Useful
Social Security
The Social Security Administration website lets you estimate
your future benefits. (Despite what you sometimes here people say,
Social Security will “be there” for future generations.
But benefits will probably be scaled back for at least some
recipients, which you can read more about at the Social Security
Administration’s website.
BogleheadsBasically, the online fan club for Vanguard Group founder John
Bogle, this great forum provides tons of investment planning and
record-keeping advice—all influenced by a strong belief in
the superiority of a passive, low-cost investing
QuickenFind lots of stuff for Quicken.com users, all from the maker of
Quicken — Intuit. Note that if you register at the
Quicken.com site, you also gain additional functionality within the
Quicken program. For example, you can usually download stock price
information for free.
The IRSMost people by now know that the IRS website provides
downloadable forms and informational booklets. What some people
don’t know, however, is that it also provides access to U.S.
tax law (both the Internal Revenue Code and the Treasury
Small Business
This author of Quicken 2014 For Dummies has posted
several hundred pages of small business, personal financial
planning, and tax-related information, including free downloadable
copies of many of his old (but still useful) books.