Quicken For Mac Instruction Manual

11-05-2021 admin

Quicken for Mac Conversion Instructions. Direct Connect. Because we have changed our name to Desert Financial Credit Union, you may need to modify your Quicken/QuickBooks settings. If you have an active online banking account but haven’t logged into Quicken or QuickBooks since May 22. Download the latest Quicken Update. For instructions to download an update, choose Help menu Search. Search for Updates, select “Checking for Updates to Quicken,” and follow the instructions. Task 2: Deactivate Your Account(s) At La Capitol FCU 1. Choose Lists menu Accounts. Select the account that you want to disable and click. Quicken for Mac Conversion Instructions Quicken for Mac 2015-2016 Express Web Connect Introduction As InvesTex Credit Union completes its system conversion,you will need to modify your Quicken settings to ensure the smooth transition of your data. Please reference the dates next to each task as this information is time sensitive. Have used Quicken for over 20 years and like to have a current manual on hand for reference. Have looked high and low for a newer Quicken manual and was unsuccessful. Found the manual on Amazon and did not hesitate to order. Have only skimmed the book since it arrived and appears to be a good reference book for Quicken for Windows. 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.

Quicken For Mac Instruction Manual Software
Quicken For Mac Instruction Manual Online
Quicken For Mac Instruction Manual Instructions

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.