Quicken 2015 Mac Manual
User Manual For The Intuit Quicken 2015 For Mac (download) 0432859 3/18/2019 0 Comments 2:28 A year ago at the Intuit booth at, Quicken founder Scott Cook. Nov 29, 2018 Quicken Mac 2018 is a glorious flaming waste of time if you want a semblance of tracking investments. I have been using Quicken Mac since 2004. I have diligently been forced into upgrading purely because mac has improved with time and no longer can run older versions of Quicken. I am now on the 3rd round of customer service calls. Dear Quicken reply,I bought Quicken 2017 for the Mac but I find it difficult to use without some kind of manual, so I’m still using Quicken 2007. Jun 02, 2016 The App is a companion app and will work only with Quicken 2015 and above desktop products. Quicken Bill Pay (Bill Payment Services provided by Metavante Payment Services, LLC) is included in Quicken Premier and above and is available on QuickenBillPay.com as a separate add-on service in Starter and Deluxe. 15 payments per month included in Premier and above.
User Guide Quicken For Mac 2015.pdf - Free download Ebook, Handbook, Textbook, User Guide PDF files on the internet quickly and easily. Oct 13, 2016 Select Start from a Quicken for Mac 2015, 2016, or 2017 file. Select a file to open. Choose sync your data to the cloud to use the Quicken mobile app. Make your selection and click Next. After these steps you’ll be asked to add an account. Quicken automatically downloads your transactions from bank and other financial accounts. It used to do this. I had Quicken 2015 for Mac. Had to upgrade to Quicken 2018 and it no longer works. The online instructions must be for old software because they make reference to a tab that doesn't exist. VERY FRUSTATING. This is such a basic request.
Quicken 2015 makes life easier for individuals and investors (including especially real estate investors and small-business owners). But that doesn’t mean you want to spend any more time working with each whistle and bell in Quicken 2015 or reading more about the software program than you have to. Here are quick summaries of stuff you can do and information you can employ to make using the world’s most popular financial record-keeping tool easier and more profitable.
Windows Tricks for Quicken 2015 Users
Quicken “plays” well with Windows. Accordingly, you can use a handful of standard Windows tricks to make your use of Quicken financial recording program 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 to a tiny picture, Windows users need to 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.
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, click the Start button.
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.)
Cool Date-Editing Tricks for Quicken 2015
Within the Quicken accounting program (and it doesn’t matter whether you’re using Quicken Starter Edition, Quicken Deluxe, Quicken Premier, Quicken Home & Business, or Quicken Rental Property Manager), you enter dates again and again: the date you write a check, the date you record a deposit, the date you reconcile an account, the date you receive a dividend on some investment, and so on.
Fortunately, you can use several very cool, extremely handy date-editing tricks. Specifically, if the selection cursor is in a Date field, you can do these things:
| Press This Key | What Happens |
|---|---|
| + | Adds one day to the date shown. |
| – | Subtracts one day from the date shown. |
| t | Changes the date to today’s date. You can remember this because t is the first letter in today. |
| y | Changes the date to the first date in the year. Note that y is the first letter in year. |
| r | Changes the date to the last date in the year. Note that r is the last letter in year. |
| m | Changes 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. |
| h | Changes 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. |
4 Tasks Every Quicken 2015 User Should Perform
Working with a richly featured, mature financial record-keeping software program like Quicken 2015 can present a bit of a challenge. The Quicken software just does so much. 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.
Just one quick aside for 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 past 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. Here’s a free financial planning tip: 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, for example, 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.
Quicken 2015 Shortcuts That Save You Time
Want to save time working with the Quicken 2015 program? Consider using and memorizing a handful of the keyboard shortcuts listed in the table here. Using Quicken keyboard shortcuts requires a bit of memorization work up front, but it usually pays rich dividends in the form of data-entry time savings.
| Shortcut | Why You Want to Try Really Darn Hard to Remember This |
|---|---|
| Ctrl+S | Displays the Split Transaction window (so that you can use more than one category to describe a payment or deposit). |
| Shift+Delete | Cuts out the selected text in a field and moves it to the Windows Clipboard (so that you can paste it into some other field). |
| Ctrl+Insert | Copies the selected text in a field to the Windows Clipboard (so that you can paste it into some other field). |
| Shift+Insert | Pastes what’s on the Clipboard into the selected field. |
| Ctrl+P | Prints the contents of the active window. (Well, almost always.) |
| Ctrl+O | Lets you open another Quicken data file. |
| Ctrl+G | Go to date. |
| Ctrl+K | Displays the financial calendar. |
| Ctrl+B | Puts you on the fast track to backing up your data. |
| Ctrl+A | Displays the Accounts List window. |
| Ctrl+W | Displays the Write Checks window. |
| Ctrl+L | Displays the tag list. |
| Ctrl+T | Displays the memorized Payees list. |
| Ctrl+J | Displays the scheduled transactions list. |
| Ctrl+U | Displays the Portfolio View window. |
| Ctrl+V | Allows you to void a transaction. |
| Ctrl+Y | Displays the security list. |
| Ctrl+H | Displays the Find and Replace window. |
| Ctrl+M | Memorizes the transaction. |
| Ctrl+R | Reconciles dialog. |
| F1 | For those times when you just have to say, “Aaagh! Help! Help!” |
| F11 | Maximizes register view. |
| Alt+Home | Goes to the Home Tab. |
| Ctrl+Shift+C | Goes to the Category list. |
| Ctrl+Shift+M | Goes to the Manage Hidden Accounts dialog. |
| End four times | Goes to the last transaction in register. |
5 Free, Reliable Websites for Quicken 2015 Users
The web represents a treasure trove of information about personal finance, small business, and tax accounting that Quicken users will appreciate. Individuals, investors, and small business owners just beginning their research, however, often aren’t sure which websites offer the most reliable information. Here are half a dozen sites that provide lots of reliable information you can use.
| Site | Why It’s Useful |
|---|---|
| Social Security Administration | 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 |
| Bogleheads | Basically, 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 |
| Quicken | Find 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. |
| Internal Revenue Service | Most 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 Regulations). |
| Evergreen Small Business | The author of Quicken For Dummies has a blog with 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. |
I'm worried about what will happen when I set this up and start importing transactions:
Will it try to clear out the last 5 years of transactions that are already in there?
Will it duplicate the last 5 years of transactions?
When I download my account updates every month (OK, every 6 months, who am I kidding), how do I match the payment from the checking account to the mortgage payment that was imported from my mortgage bank so that there aren't two of them?
Thanks!
Comments
Quicken 2015 Download Manual To Mac
Quicken 2015 For Mac Manual
- edited December 2017I don't have an answer -- but I would recommend backing-up your file before you take the plunge.
- edited December 2017
Good idea.I don't have an answer -- but I would recommend backing-up your file before you take the plunge.
- edited August 2018Most of the users here recommend to NOT set up a mortgage for downloading. Then you will not be able to make any manual entries to it or edit it if the interest doesn't come out right.
Here's an answer from another user UKR on this post, https://getsatisfaction.com/quickencommunity/topics/no-transactions-shown-in-payment-details
For whatever it's worth .. I would not bother attempting to activate a loan account for downloading.An online-connected loan or mortgage account does NOT have a transaction register. All data shown in the account come from whatever information the bank downloads to you .. if this process works at all.
As a result of this, the scheduled payment transaction cannot transfer the amount of principal paid into the (non existent) account register and must use a category, usually something like Loan:Principal, instead.
If you want to have full control over both the loan account register and the payment transactions set up your loan account as a 'manual loan account'. - edited December 2017
This is true on the Windows side..is it equally true on the Mac side?Most of the users here recommend to NOT set up a mortgage for downloading. Then you will not be able to make any manual entries to it or edit it if the interest doesn't come out right.
Here's an answer from another user UKR on this post, https://getsatisfaction.com/quickencommunity/topics/no-transactions-shown-in-payment-details
For whatever it's worth .. I would not bother attempting to activate a loan account for downloading.An online-connected loan or mortgage account does NOT have a transaction register. All data shown in the account come from whatever information the bank downloads to you .. if this process works at all.
As a result of this, the scheduled payment transaction cannot transfer the amount of principal paid into the (non existent) account register and must use a category, usually something like Loan:Principal, instead.
Nov 26, 2018 Migrate your server data. If your source system is running OS X Yosemite 10.10.4 or earlier or OS X Server 5.0.3 or earlier: First you need to migrate to a system running OS X Yosemite 10.10.5 and OS X Server 5.0.15. Then migrate your server data. Complete the upgrade of your destination system to a newer version of macOS and macOS Server. Migrate mac 10.6.8 to mac 10.11.6 manual. Sep 29, 2015 You must determine what kind of CPU your Macbook has. From The Finder: 1. Open the Apple Menu in the upper left corner 2. Select 'About this Mac' 3. Since you have Snow Leopard, the 'About this Mac' dialog will appear, click on the button 'More In. I have a aging iMac with 10.6.8 server, user accounts in OD, and user shares. We have a newer mac mini with 10.6.8 server that I want to transfer over to. Can you tell me the steps/document to he. Dec 20, 2016 To upgrade to El Capitan you must have Snow Leopard 10.6.8 or Lion installed. Download El Capitan from the App Store. Sign in using your Apple ID. El Capitan is free. The file is quite large, over 5 GBs, so allow some time to download. It would be preferable to use Ethernet because it is nearly four times faster than wireless.
If you want to have full control over both the loan account register and the payment transactions set up your loan account as a 'manual loan account'.
If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.
(Canadian user since '92, STILL using QM2007)
Have Questions? Check out these FAQs:- Quicken Windows FAQ list
- Quicken Windows FAQ list
- edited January 2018Thanks for the tip. The original post mentions a scheduled payment transaction but I'm wondering if I can somehow automatically import the downloaded payment from my checking account to the loan if I set it up as manual. I deleted all my automated quicken entries when I started downloading transactions from my checking account because the automated transactions were duplicated with the downloaded checking account transaction.
What I'm trying to accomplish is that when Quicken sees my mortgage payment transaction from checking, it automatically splits it into the correct categories and deducts the correct principal from my mortgage account. - edited March 2018It used to do this. I had Quicken 2015 for Mac. Had to upgrade to Quicken 2018 and it no longer works. The online instructions must be for old software because they make reference to a tab that doesn't exist. VERY FRUSTATING. This is such a basic request. I'e been a quicken user since it came out and this previously worked fine (except you always had to open the loan file and 'make a payment'.. then reconcile checking account.. now if it works I have no idea how. ANYONE?