Quicken For Mac 2016 User Manual
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See what's new with the 2018 release of Quicken for Mac! Quicken is the most powerful money management software on the market. Getting Started with 2018 release of Quicken for Mac. If this is the first time you are using Quicken, Quicken guides you through setting up your Quicken ID, Upgrading from Quicken for Mac 2015, 2016, or 2017. Quicken 2016 The Official Guide (Quicken and millions of other books are. Their Mac users- if they no longer want to write their own.
Quicken personal finance software does the hard work for you, It helps you keep track of all of your personal financial information in one easy to use place.
I finally took the leap in 2016 after Quicken 2017 for the Mac was released, and initial feedback was mildly positive for the first time. I planned to run parallel systems between Mac and Windows, but that became too much effort, so in January 2017, I switched entirely to Quicken Premiere for the Mac. Quicken 2019 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.
Quicken For Mac 2016 User Manual Youtube
Quicken has supported PayPal downloads for several years, although the mechanism of this support has evolved over time. Adding your PayPal transactions into Quicken requires three basic activities: Establishing a PayPal account in Quicken, downloading your PayPal transactions to an export file, and then importing your export file into Quicken.
Adding a PayPal Account to Quicken
Quicken For Mac 2016 User Manual Pdf
To add a PayPal account to Quicken:
- Click Add an Account, located at the bottom of the Account Bar. If you're using Quicken 2017 or newer, click the (+) icon at the top of the Account Bar instead.
- Click Checking.
- Enter 'PayPal' as the financial institution name.
- Enter your account login name and password.
Downloading Transactions From PayPal
To download transactions from PayPal to Quicken you will need to download the Quicken file in the QIF format, and then you must import that file into the correct cash account in Quicken.
From within your PayPal account:
- Click Reports from the top menu bar.
- Click Activity Download from the left menu bar.
- In theCreate New Reportbox, select the relevant transaction types and date ranges for the export file. You can export activity for the prior 36 months. In the Format option, select Quicken (QIF - USD only).
- Click the Create Report button to generate your history. When the report is done processing, it will appear in the Activity Reports section of the page, immediately below the Create New Report box. You will receive an email when the report is ready for download. Alternatively, you can remain on the page and periodically click the Refresh label above the completed-reports grid.
- Click Download when the report is ready to save the QIF file on your computer.
Importing Your PayPal Transaction History Into Quicken
The QIF file contains the information you'll want to import into Quicken:
- From the File menu, click File Import then QIF File.
- Browse your local filesystem for the QIF file.
- Select your PayPal account in the Quicken Account to Import Into list.
- Add any additional information you want to bring into Quicken, using the Include in Import options.
- Click Next to complete the import. Transactions will now be imported into your PayPal account in Quicken. You can delete the QIF file from your desktop.
For Include in Import,select Transactions. You may also select any of the other options as well:
- Memorized Payees – Include items from the Memorized Payee list.
- Account List – Include items from the Account list.
- Special Handling for Transfers – Use this if you've exported several QIF files from more than one Quicken accounts in the same file—and you're using Import to re-create all the transactions by importing from several QIF files. This option prevents duplicate transfer transactions when you import data from both the 'to' and 'from' accounts involved with transfers.
- Category List – Include items from the Category list.
- Security Lists – Include items from the Security and the Security Prices lists.
- Business Lists – If you've purchased Quicken Home & Business, select this check box to include items from the Invoice Items list and the Business Templates list.
Staying Synched to Quicken
Customer discussion forums for both Quicken and PayPal point out that PayPal frequently changes its behind-the-scenes file formats in a way that temporarily breaks connected applications like Quicken. Although the export-and-import method should always work it's not a perfect world. That said, once you've got your PayPal account properly synced with Quicken, the account should remain in sync automatically. You'll only need to perform the export-and-import procedure if you're setting up an account for the first time—and need the historical data—or if the sync protocol between Quicken and PayPal is temporarily disrupted.
Quicken For Mac 2016 User Manual Free
However, you need to have the transactions available in Quicken before the sync feature can be patched.
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. |