Quicken will find the categories you spend money in and present each category with a recommended spending amount. You can then adjust the categories and amounts as needed. You can choose your categories and amounts manually if you prefer that to a Quicken generated budget. These companion apps allow you to check and update Quicken information anywhere.
Quicken is a powerful program for handling your finances. Because there is so much it can do, there are always opportunities to learn more from the people who know the product best.
Our customer care team is always available to help, but another great resource is our active community of users. Quicken has been on the market longer than any other personal finance product, and many of our users have ten, twenty, or even thirty years of experience with the product.
We recommend that you join the Quicken Community. The Quicken Community is filled with people at all levels of skill using the product. In many cases, you can find the answer to your question just by using the community search feature, but you can also ask questions and connect with people who are using Quicken to accomplish similar goals.
Finally, we recommend that you follow the Quicken Blog. It is filled with useful information about all aspects of our product, as well as general personal finance tips and tricks. Some great articles to start with are:. My Account. Quicken on the Web. Free with your Quicken desktop subscription Access Quicken anytime, anywhere Add and edit transactions Sync and view all your accounts in any browser See investment portfolio daily changes.
You are here Quicken Blog. Have your financial information ready When you set up Quicken, you are going to want to have your financial information at your fingertips before you begin. This includes a list of your accounts: Bank accounts Loans Credit cards Online billers cable, utilities, services, etc.
Depending on your version of Quicken, you might also want to track investments and rentals. You can also use a free budget calculator in order to formulate how much you've spent. With visual graphs and results, it really puts a perspective into your life on figuring out and realising how easy you can save.
If you intend to spend your money endlessly and always find yourself broke, the app can help you realise your spending pattern and improve it in many positive ways. Quicken works with Mac, iPhone and Windows. There are no particular system requirements in order to download it. This software is popular for a reason. Another alternative, however, would be Mvelopes. This alternative is also a budgeting app in order to help reduce financial stress.
It has a similar purpose to Quicken. A free video downloader and video converter. Formatting scientific documents. A browser that respects privacy. What files can be converted Quicken for Mac , , , and Quicken Essentials files cannot be converted Quicken for Windows or newer version Quicken Interchange Format - QIF files Quicken for Mac products older than are not supported for conversion ; we recommend that you open a new data file in the latest version of Quicken, for stability.
Before converting your file If you're converting a data file because you've upgraded to the Subscription Release, you will need to make sure that the new version is installed before starting the conversion process. For installation steps, click here.
Don't delete your old data file until you've reviewed your new data file. It's a good idea to hold on to a backup of your old data file for a while, just in case you need to refer back to it. Previous versions of Mac Converting from Quicken Mac , , or to the Subscription Release of Quicken for Mac After installing the Subscription Release of Quicken for Mac, you will be prompted to select which version of Quicken you will be converting.
Open Quicken for Mac and Update your online accounts and scheduled transactions. Quit Quicken for Mac. The file cannot be imported if Quicken is running. Open the Subscription release of Quicken for Mac. Select Start from a Quicken for Mac , , or file. What does it look like? Select Start from a Quicken Mac file. You'll see a message telling you that your data file is being imported. Open your data file in Quicken Mac , , , or the Subscription Release. Save the. You can also use Dropbox to move files.
For more information, click here. Open Quicken for Windows. Name your new data file and press OK. QXF file from your media. Disclaimer Quicken has no control over the data that is exported from other personal finance applications. Please read this topic carefully to ensure a smooth transition to Quicken: Banktivity and Moneydance import issues and data clean up Note : Personal finance applications other than Banktivity and Moneydance have not been tested for import in Quicken for Mac.
Export data from Banktivity to a. QIF file 1. Was this article helpful? I got it Not really Help us improve our support center. Sorry this article didn't help. Try searching our FAQs:. Why was this article not helpful? The article is difficult to understand. What can we do to improve this article? On This Page. Still can't find what you're looking for?
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