FAQ'S (Mac)

Discussion List

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  Financial Institutions Not Supported Via EWC in Quicken Mac Due to 0 balance

  Announcement Closed Quicken Janean 222 views 0 comments 1 point Most recent by Quicken Janean June 2023
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  Importing Transactions from the Apple Card into Quicken

  Announcement Closed Quicken Janean 14.4K views 0 comments 0 points Most recent by Quicken Janean March 2023
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  Question of the Month - How do I combine my Quicken finances with a spouse or partner?

  Announcement Closed Quicken Sarah 238 views 0 comments 2 points Most recent by Quicken Sarah February 2021
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  Question of the Month - How do you review your finances at the end of the year?

  Announcement Closed Quicken Sarah 3.5K views 0 comments 3 points Most recent by Quicken Sarah December 2020
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  FAQ: Quicken Bill Manager (Mac)

  Announcement Closed Quicken Sarah 557 views 6 comments 0 points Most recent by Quicken Sarah April 2020
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  Keyboard Shortcuts to Select Accounts in Sidebar using AppleScript

  Closed RickO 50 views 2 comments 0 points Most recent by jacobs November 2025
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  Setting up loan as Lender

  Closed Rick*j 179 views 1 comment 0 points Most recent by jacobs January 2025
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  Simple Solution to connect to Edward Jones

  Closed eurekapaul53 676 views 1 comment 3 points Most recent by Quicken Anja December 2024
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  Are there any keyboard shortcuts for Mac Quicken 2015?

  Closed Unknown 930 views 18 comments 0 points Most recent by smayer97 November 2023
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  How to generate a capital gains report for Mac users

  jerryh 1K views 0 comments 5 points Most recent by jerryh April 2021
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  FAQ: New Citi Cards Process for Direct Connect

  Closed Quicken Natalie 445 views 0 comments 3 points Most recent by Quicken Natalie June 2020
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  How can I disable the "live opening balance"?

  Answered ✓ Closed Adam 971 views 5 comments 0 points Most recent by John_in_NC June 2020
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  FAQ: Why Reconciliation opening balance has changed and no longer agrees

  Closed smayer97 762 views 0 comments 3 points Most recent by smayer97 February 2020
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  Quicken Mac FAQ: List of Mac FAQs

  Closed smayer97 5.1K views 2 comments 0 points Most recent by smayer97 February 2020
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  QMac FAQ: Keyboard Shortcuts for Dates

  Closed System 234 views 4 comments 0 points Most recent by smayer97 March 2019
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  Quicken Mac FAQ: How to VOID a transaction in Quicken for Mac

  Closed smayer97 3.3K views 1 comment 3 points Most recent by UKR March 2019
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  FAQ Quicken Mac (2015 including subscription 2018+) savings goal accounts (work-around)

  Closed Unknown 456 views 10 comments 0 points Most recent by smayer97 November 2018
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  FAQ: How to Delete the Quicken Keychain entry in macOS

  Closed RickO 863 views 0 comments 0 points Most recent by RickO April 2018
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  FAQ: How do I post a screenshot in the Community from a Mac?

  Closed RickO 1.8K views 0 comments 0 points Most recent by RickO January 2018
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  FAQ: What Are Placeholder Transactions in Quicken for Mac?

  Closed RickO 1.8K views 0 comments 0 points Most recent by RickO January 2018
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  FAQ: How do I modify an Online Bill Pay payee's account number?

  Closed RickO 821 views 0 comments 1 point Most recent by RickO November 2017
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  FAQ: How do I choose Direct Connect in Quicken for Mac?

  Closed RickO 4K views 0 comments 4 points Most recent by RickO October 2017
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  Quicken Mac FAQ: How to Import Historical Security Data Into QM2007

  smayer97 334 views 0 comments 0 points Most recent by smayer97 September 2017
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  Quicken Mac FAQ: Removing and Rebuilding Security Price History in QM2007

  smayer97 744 views 0 comments 0 points Most recent by smayer97 September 2017
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  Quicken Mac FAQ: Message When Opening file - Unable to open file - QM2007

  Closed smayer97 1.2K views 0 comments 0 points Most recent by smayer97 September 2017
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  Quicken Mac FAQ: Troubleshooting Data File Problems/Corruption (Mac) in QM2007 (and earlier)

  Closed smayer97 1.6K views 0 comments 0 points Most recent by smayer97 September 2017
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  Quicken Mac FAQ: How to try to resolve a "persistent store"-related error

  Closed smayer97 3.1K views 0 comments 1 point Most recent by smayer97 November 2016
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  Quicken for Mac FAQ: How do I see the running balance?

  Closed smayer97 3.6K views 0 comments 1 point Most recent by smayer97 October 2016
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  Quicken Mac FAQ: How to set up a mortgage/loan (in QM2015/2016)?

  smayer97 394 views 3 comments 0 points Most recent by smayer97 October 2016
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  Quicken Mac FAQ: Is there or where can I find a version of Quicken for Mac for Canada?

  smayer97 46 views 0 comments 0 points Most recent by smayer97 September 2016
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  Quicken Mac FAQ: Where to find a Help Guide for 2016 (onward)?

  Closed smayer97 5.7K views 0 comments 6 points Most recent by smayer97 September 2016
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  FAQ: Converting from Quicken for Windows (including any version < QW2010) to Quicken for Mac

  Closed smayer97 802 views 1 comment 0 points Most recent by smayer97 March 2016
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  Why does Quicken for Mac not have feature parity with Windows version or the file format not compati

  Closed smayer97 563 views 1 comment 0 points Most recent by smayer97 March 2015
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  Quicken Mac FAQ: How to convert existing Quicken data to Quicken Mac 2015

  Closed Quicken Kathryn 141 views 1 comment 0 points Most recent by Quicken Kathryn August 2014