I just completed my first invoice and attempted to send it via the software. There was no indication that it was actually sent, and the client did not receive it.

Additionally, there appears to be no way to add additional recipients (I need to send to AP and cc managers for projects invoiced for approval), and no way to cc myself to ensure it was sent.

From reading these forms it looks like the "send" feature from the mac version is fairly new - but was it really released with so many issues??

Thans!

I’ve created a QXF file to transfer the data back from Q-Mac because I’m not satisfied with the Q-Mac version.

It appears that all the figures are multiplied by 100, as the decimals in the Q-Mac export file are not being recognized. How can I fix this?

Many thanks

Massimo

Thanks,

Eric

Is there any way around this or a way to request that the field accept 3 digits?

I don't use any of the online services, I do everything manually and have all the categories down to exactly what I want and need and the report I use at the end of the year.

Which is the simplest version I can use that lets me use my current 2015 file?

These screenshots show what I use and practically in the same order as soon as I open 2015

The program helpfully & regularly said "Hey! We've found a transaction that might be related, would you like to link?" and I said yes. I did some other random things, too, which I couldn't replicate, like changing the names of a lot of categories.

At the end of the day I discovered that one (only one) of my account balances was suddenly way off. I've added a huge adjustment, but I'd dearly love to figure out what I've done wrong. I don't have the foggiest idea where to start.

Any suggestions? Thanks for your time.

[Edited - Readability]

Primary brokerage is Fidelity. The cash accounts are picking up dividend deposits from investments but not showing the "Fidelity Government Money Market" deposits any longer. Everything shows up in the Brokerage account section.

The Win version worked better in this regard, but the user interface with Mac is much nicer!

Is there a way to sign up for a new Quicken Account as a business versus as an individual. I have a personal Quicken account but I serve as Treasurer for a small company and I'd like to sign the company up for its own Quicken account. When I click "Get Started" to begin the software purchase I only see an option to enter a first and last name versus a business name.

Thanks, Mark

This was the answer I'm referring to:

Quicken > Preferences > Connected Services

 in the upper menu at the top of the screen while Quicken is open. Then you would proceed to remove the check mark in the box next to 

Use posted date for matched transactions (instead of the date you enter manually)

Is there a simple answer for Mac? There usually isn't, and Quicken is the one software that is incredibly more user friendly in Windows.

So great job macOS Quicken team!

The only caveat is that my usage is straightforward - tracking and reporting on multiple bank and credit card accounts - no investment tracking. And while I do wish the macOS version had true multiple currency support (a well known requirement) I can live without it.

There are a number of transactions which were done between the time Quicken last synced, and the date I closed the card. Do I just have to manually enter every one of these? Is there any other way to do it?

This is with Chase bank, BTW.

I am sure I will have plenty more questions but here are a few I noticed so far:

• in the widows version in "Spending", it can show the total of any sub-category across all my accounts. But on QMac so far, it's separated by currency. My home currency is USD, but I also have a Canadian bank account and I pay for a Canadian mortgage. So in the Windows version, I can show everything related to "Housing" in one monthly total (my rent in NYC, my Canadian mortgage payment, my Canadian rental income from tenant). CAD will be converted to USD to show the total. It doesn't seem like QMac can do that?
• Investing: I see that the stock prices in my portfolio are slightly off between the 2 systems. Are they pulled from the same source? why the difference?
• I sold some stocks in my 401K account earlier in the year. The windows version doesn't mark that transaction as a "realized gain" income, while the Mac version does (and add the gains to my income for the month). is that normal?

How do I assign the updated category to this payee to all transactions in Quicken? I don't want to have to do this reassignment transaction by transaction.

Thanks.

I am trying to print a list of all the accounts that are being tracked to include account numbers and important details like that. Is there a way?

Thank You

After adding and downloading checking and credit card accounts, I am going thru and matching the credit card payment transactions in the checking account so that the category is "Transfer:[credit card]" and then Quicken changes the matching credit card account transaction so that the category is "Transfer:[checking]". I thought that this was good, but now thinking maybe not.

Initial download of checking account - defaulted to 18 months of past transactions.

Most of the credit cards downloaded 90 days of past transactions.

Several (Citi, Target) downloaded 24 months for credit cards.

Q1 What should I do (or not) with the extra payment transactions in checking for those cards where there are only 90 days of history?

Q2 What should I do (or not) with the extra payment transactions in the credit card account for those cards with 24 months of history?

Right now, both cases have the category as "Credit Card Payment" in checking which is ok, I guess, but the credit cards show the payments as "Personal Income".

thanks

Thanks in advance

ClayT

In my new QMac, the sale of shares (in A) and the purchase of shares (in B) are properly recorded. However, Fund A is showing, in addition, "Cash" amount of $10,000. in other words, the Fund A account "received the proceeds" from the sale and it remains there. Similarly, Fund B shows a negative cash balance of -$10K.

Any advice on best way to resolve? I've tried to "transfer cash" from Fund A to Fund B, yet I haven't figured out how to do that as I can in QWin. (I only can "transfer" without showing to which account!) Many thanks,

CASH FLOW is the right one for these results?

I am surprised that in the "inflow "category, there is a total of REMODELING KITCHEN with a minus sign.

I thought this REMODELING would be in OUTFLOW category together with all our SPENDING!

IS THERE SOMETHING THAT I MADE A MISTAKE?

Thanks, Ileana

Here are some random observations:

1. I tried migrating 2 years ago and it did not go well. Dozens if not hundreds of conversion errors happened - this time it was close to flawless.
2. My data file shrunk from about 200 MB to about 20 MB. That alone made it worthwhile!
3. I find the UX of the Mac version really nice and modern. Lots of thoughtful touches.
4. I use Web Connect (not Express, which seems to have issues with my bank, RBC). So far I can't get the downloaded files to open automatically in Quicken. This may be a Safari "safe files" limitation. After extensive Googling it doesn't seem easy/possible to add qfx files to Safari's safe files list (you could do this a few years ago by creating a plist).
5. Budgets don't get migrated, so I had to recreate mine from scratch. A bit disappointing, but not too bad as my budget is fairly simple.

I'm looking forward to exploring more of what Quicken for Mac has to offer!