Quicken For Mac Manual 2017

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HomeQuicken for MacErrors and Troubleshooting (Mac)
edited June 2018 in Errors and Troubleshooting (Mac)
I have 2017 Quicken for Mac. I created a manual Cash account but can't enter a beginning balance of cash on hand. Also, how do I group transactions?

Comments

  • edited September 2017
    Enter an 'Opening Balance Adjustment' Transaction (Payee) with a Category of 'Adjustment.' This will set the starting balance.
  • edited September 2017
    .and.. what do you mean by 'group transactions'. Please explain further.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • edited September 2017
    Thank you so much for responding. I appreciate the help with the Opening Balance. The second part of my question: How do you create monthly scheduled transaction groups for Quicken 2017 Mac?
  • edited September 2017

    Thank you so much for responding. I appreciate the help with the Opening Balance. The second part of my question: How do you create monthly scheduled transaction groups for Quicken 2017 Mac?

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    Debbra,
    The word 'groups' is throwing me, not sure what you mean by that. Are you using the word 'group' because you're thinking of scheduled transactions as a 'group' of transaction running into the future? If so, see below.
    To create a monthly scheduled transaction, you can either right-click on an existing transaction and choose 'Schedule Selected Transaction', or you can use menu Transactions > New Scheduled Transaction. When the new scheduled transaction first comes up, the date setting pane will be open with the frequency defaulted to monthly. Make your choices in that pane and then continue filling in as any other transaction.
    In the account settings (menu Accounts > Settings), you can adjust how many instances of the future scheduled transactions are displayed in the register (show next occurrence, all in next X days, or none).
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • edited September 2017

    Thank you so much for responding. I appreciate the help with the Opening Balance. The second part of my question: How do you create monthly scheduled transaction groups for Quicken 2017 Mac?

    Thank you so much..very helpful!
  • edited September 2017

    Thank you so much for responding. I appreciate the help with the Opening Balance. The second part of my question: How do you create monthly scheduled transaction groups for Quicken 2017 Mac?

    This is the frustrating thing about the mac version of Quicken. In the Windows version there is something known as monthly scheduled group transactions. It allows one to group together monthly transactions. I have someone helping me with Quicken but her version is windows and she can utilize this, whereas the Mac version doesn't have it. Thank you for your help.
  • edited September 2017

    Thank you so much for responding. I appreciate the help with the Opening Balance. The second part of my question: How do you create monthly scheduled transaction groups for Quicken 2017 Mac?

    I'm not familiar with the Windows version, so I can't help with the comparison. But if you want to see all the scheduled transactions for all accounts in one place, click the Bills tab in the blue bar at the top. It's for all scheduled transactions, not just bills. This may be what you're looking for. Once on the Bills tab, you can use the filters there to filter by date, account(s) and/or type. And you can use the search box (upper right) to limit what's listed.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • edited September 2017

    Thank you so much for responding. I appreciate the help with the Opening Balance. The second part of my question: How do you create monthly scheduled transaction groups for Quicken 2017 Mac?

    A group of transactions are transactions that share the same account, payment frequency, and time, e.g., pay from Citi Checking the first Monday of the week, every week. Quicken Windows has a dialog window that allows you to apply the same account and the same frequency to a group of transactions all at once.
    There is a discussion and an example of a 'Create Transaction Group' window at
    http://www.dummies.com/personal-finance/money-management-software/quicken/how-to-schedule-transactio..
    I'd be happy to see this feature in Quicken Mac although I'm not sure how often I'd use it.
    Maybe Ricko or one of the SuperUsers can think of a way to emulate this feature.
    (Note that the image is from Quicken Windows 2012. I don't know what the newest version does.)
  • edited September 2017

    Thank you so much for responding. I appreciate the help with the Opening Balance. The second part of my question: How do you create monthly scheduled transaction groups for Quicken 2017 Mac? Switching to the mac the missing manual tiger edition.

    Nothing comes to mind immediately to emulate this. On the other hand, I don't see it as much of a time saver for most people. Pretty easy to just create the scheduled transactions you need for each payee.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • edited June 2018
    STILL CANNOT ADD OPENING CASH BALANCE WITH ADJUSTMENTS ALSO NOW HAVE 2 QUICKEN ACCOUNTS.. HOW DO I DELETE ONE?
Quicken For Mac Manual 2017

Quicken For Mac Manual 2017 18

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Quicken For Mac Manual 2017 Pdf

2017
edited December 2018 in New to Quicken/Getting Started (Mac)
Quicken 2017 mac torrent
Dear Quicken reply,
I bought Quicken 2017 for the Mac but I find it difficult to use without some kind of manual, so I’m still using Quicken 2007. I am a long-time Quicken user, since MacMoney (remember that?) went away.
I would like to explore the new options, including using web-based, but not before reading some kind of manual that explains Quicken 2017 for the Mac, and how I can replicate the way I use Quicken 2007.
I keep looking for one on Amazon, but only Windows manuals are available. For example, here is a review of the latest available manual:
-----------------------------
1.0 out of 5 stars
Don't even bother opening
ByTennis bumon March 27, 2017
Format: PaperbackVerified Purchase
Did not indicate upfront that this was a Windows only guide - almost useless for a Mac. In this App like so many Windows apps is not intuitive. This particular version of Quicken (and I have been using Quicken for over 15 years) is the most difficult version that I have dealt with and the guide was of no use.
———————————————
Please let me know when some manual for Quicken 2017 for the Mac becomes available.
Thanks,
Paul

Quicken For Mac 2017 User Manual

Comments

Quicken 2017 For Mac Reviews

  • edited December 2018

    Are you new to Quicken Mac (2015 and newer)?

    Welcome.
    If you haven't done so already, please review these videos for more information
    about Quicken Mac
    https://www.youtube.com/user/QuickenMac/videos

    Prints were a bit dark, yet they still looked excellent, with abundant, bold shades. Hp photosmart c4480 printer manual for mac.

    Getting Started with
    Quicken for Mac
    https://www.quicken.com/complete-guide-getting-started-quicken-2018-mac
    https://www.quicken.com/quicken-tips
    with links to more information and videos

    Click Help / Quicken
    Help for additional help on Quicken functions and features.


  • edited December 2018
    Unfortunately, there is no comprehensive guide online or elsewhere for Quicken for Mac. Instead, check out the following complete list in Quicken Mac FAQ: Where to find a Help Guide
    (If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.)

    If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.

    (Canadian user since '92, STILL using QM2007)
    Have Questions? Check out these FAQs:
    • Quicken Windows FAQ list
  • edited December 2018
    helps me get started reverse-engineering my own reference manual, when I need to move off Q2007.
  • edited December 2018
    For what is worth the manuals on Amazon are by third parties. So it is really up to some author/company to decide it they feel they want to try to market a Quicken Mac manual.
    Even though one of them says the 'Official Guide' I'm not even sure if that means that Quicken Inc endorses it (maybe I just don't know).
  • edited December 2018

    For what is worth the manuals on Amazon are by third parties. So it is really up to some author/company to decide it they feel they want to try to market a Quicken Mac manual.
    Even though one of them says the 'Official Guide' I'm not even sure if that means that Quicken Inc endorses it (maybe I just don't know).

    Regardless, there are no third party guides for QMac, only QWin.
    (If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.)

    If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.

    (Canadian user since '92, STILL using QM2007)
    Have Questions? Check out these FAQs:
    • Quicken Windows FAQ list
  • edited December 2018
    Sigh- what happened to reference manuals? And it is particularly infuriating to see that Amazon has one for Windows, but not the Mac!
    I guess I'll have to reverse-engineer my own, when Apple forces me to move off of Quicken 2007 because on some new OS.
  • edited December 2018
    Paul, it's not a Quicken thing; unfortunately, most software nowadays doesn't have a reference manual.
    As for absence of a third-party book, well, that's not Quicken's fault; blame the computer book publishers for not seeing enough of a market for such a book.
    That said, the resources listed above, plus asking questions on this forum, can go pretty far towards getting you up and running on the modern Quicken
    Mac. You certainly don't have to reverse engineer a manual with all the information that already exists. (But if you do, maybe you could get it published!
    QMac 2007 & QMac Subscription • Quicken user since 1993