- QUICKEN 2015 FOR MAC TRACKING HOME MANUAL
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And, if you’re a user of Quicken Essentials for Mac, Quicken Mac 2007, or Quicken 2010 for Windows or later, you can easily import your data from any of those apps into Quicken for Mac 2015.
QUICKEN 2015 FOR MAC TRACKING HOME MANUAL
So for me it’s a manual only option for tracking my investment income.Quicken for Mac 2015 supports more than 14,500 banks, credit cards, and loan and investment accounts, presenting them all in a unified interface that lets you get a single top-down view of your finances.
QUICKEN 2015 FOR MAC TRACKING HOME DOWNLOAD
Unfortunately, my investment account doesn’t offer direct downloads or offer the option to download transaction files. As with standard bank accounts, Quicken can link directly to and download transactions from you investment service if your investment service supports transaction downloads. The quick track on investments and budgetsĮxisting Quicken 2016 reports can be customized and saved for reuse.Īs mentioned in the previous paragraph, Quicken 2016 can track investment income and help you set budgets for every spending category. In addition to Quicken’s standard set of reports the app also provides a quick overview of your transactions, income, and assets, and lets you see whether or not you’re meeting the budgets you’ve created for yourself. Once saved, you can run or customize the report by selecting it from Quicken 2016’s sidebar. Instead you have to open one of the pre-defined reports, such as the Category Summary, select the date range, accounts, categories, and tags you want to use in your report and then select the “Save as custom report” checkbox before you click the OK button to run the report. Oddly, there is no way to create a custom report using any of Quicken’s menus.
Quicken 2016’s Overview screen helps you keep tabs on your income, expenses, and upcoming bills. There’s also a Spending Cloud report, which is a vestige of Quicken Essentials and is more of a toy than a useful tool. Quicken 2016 ships with nine reports, such as account and category summaries, net worth, and monthly spending, six of which can be customized and saved for later use. One of the benefits of automatically mapped categories is that you have instant access to a reasonably good set of reports. I found that I needed to refine or edit categories to make them work for my specific needs.
Quicken ships with a pre-defined collection of categories and does a great job of linking imported transactions to existing categories, although you’ll likely want to double check to make sure everything matches up correctly the first few times you import transactions. Quicken downloads transactions for the accounts you link-typically three months worth of data, depending on your bank-as soon as you add them. When selecting accounts to sync, you also have the option of customizing the names of those accounts. Once you log in to your banking site, Quicken lets you to select the accounts you want the app to automatically download transactions from. Also, once you log in you’re also required to complete a survey before you can begin using the app.
Being able to save data in a local file seems, to me, to be something I should be able to do without linking to Intuit’s back-end, particularly if I have no plans to sync Quicken with any of my mobile devices. While I understand the purpose of using a Quicken ID-it’s used to sync Quicken data on your Mac with iOS devices-I don’t like that this is a requirement for using Quicken. The setup of Quicken 2016 is a little uncomfortable from the jump, as it requires that you use a Quicken ID in order to set the app up. Quicken 2016 for Mac, the application resulting from this mini-morphing over the years, is a solid tool for managing your personal finances that remains as easy to use as was its predecessors, but it’s no longer the only personal financial player in the game. Not to mention a brief name change from Quicken to Quicken Essentials and back to Quicken again. If you’ve been a Quicken user for any length time you’re well aware that the look and feel of the app has gone through some considerable changes over the last several years.
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