When you are converting from Quicken for Mac 2015, 2016 or 2017, follow the steps below. Open Quicken for Mac and Update your online accounts and scheduled transactions. Quit Quicken for Mac. If you chose a Mac instead of a PC when you purchased a new computer, you may need to make some adjustments to import your files. Personal and business finance software maker Intuit has released the latest version of Quicken 2015 for Mac, which offers a new, clean and simple interface designed specifically for Mac users, as. Quicken has been the default personal finance manager of Mac users for years. But despite its ubiquity, many Quicken users aren't getting the most out of the program, because they don't know some. We have made the OP aware that the bad reviews are for Quicken for Mac 2015, which is a misleading upgrade of Quicken Essentials and not of Quicken 2007 for Mac. The OP can easily purchase Quicken 2007 for Mac, convert his Quicken for Windows data and continue his efforts on Quicken.
Personal and business finance software maker Intuit has released the latest version of Quicken 2015 for Mac, which offers a new, clean and simple interface designed specifically for Mac users, as well as new investment management capabilities. The program also syncs with a free mobile companion app providing the ability to photograph and track receipts so users can more easily stay on top of their money.
Personal and business finance software maker Intuit has released the latest version of Quicken 2015 for Mac, which offers a new, clean and simple interface designed specifically for Mac users, as well as new investment management capabilities. The program also syncs with a free mobile companion app providing the ability to photograph and track receipts so users can more easily stay on top of their money.
Quicken is designed to helps people take control of their money and better understand their spending so they can make smarter financial decisions. The 2015 version combines new features with those that customers have grown to trust. The product links users to more than 14,500 different banks, credit cards, loan and investment accounts, allowing them to conveniently view their financial statements in one place. Other familiar features include tracking spending by category, creating budgets and the ability to schedule bills and reminders.
Additional product features and capabilities are expected to be released throughout the year to continuously improve the user experience. These additional features and capabilities would be offered only when and if made available by Intuit.
Quicken 2015 Mac Download
'Quicken 2015 for Mac includes the things that I need and do on a daily basis. A huge benefit is downloading transactions directly into the register to keep me from overspending. It's also really cool that I can view all my bank and credit card financial information at a glance on my smartphone,' said beta tester, Ben W. of Greensboro, NC.
What's New
Quicken 2015 for Mac lets users:
- Make smart financial decisions on the go: The free mobile companion app syncs customer data across desktop and mobile devices, including iPhone, iPad and Android. Quicken users can check account balances, transactions and household budgets anywhere at any time, and snap a photo to store receipts to keep track of important purchases.
- Easily track portfolios and plan for taxes: Detailed investment tracking allows users to view and track portfolio value, investment transactions, cost basis, unrealized and realized gains, and create Schedule D tax reports for capital gains. The product simplifies tax time by tracking deductions and creating tax reports.
- View and understand finances in a flash: A refreshed interface optimized for OS X makes it easy for users to see where they stand with their finances.
'Millions of people trust Quicken to simplify their money management or save for a secure financial tomorrow,' said Barry Saik, senior vice president and general manager of Intuit's Consumer Ecosystem Group. 'With Quicken 2015 for Mac, we're reaffirming our commitment to serving our loyal Apple customers and delivering the dependable, easy-to-use solutions they've come to expect.'
Quicken 2015 for Mac desktop download is available for $74.99 at Quicken, Mac App Store and Amazon. It will be available in retail starting in October.
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
Quicken 2015 For Mac Download Free
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. |