Quicken Mac FAQ: List of Mac FAQs

smayer97

This is a work in progress (post 1 of several...scroll all the way down to see them all):

Backups

• Is Quicken for Mac 2007 Compatible with High Sierra (macOS 10.13)?
  
• Is Quicken for Mac 2007 Compatible with Mojave (macOS 10.14)?
• Running Quicken for Mac 2007 in a Virtual Machine (VM) (e.g. with Catalina onward (10.15+)

Basics


Budgeting

• Simulating Savings Goal accounts
  

Data Files

• Default location of Data File created/stored for Quicken for Mac
• What is the Quicken Cloud?
• Can Quicken Recover Missing Data Using my Mobile Account?
• How to edit or delete your Cloud datasets in Quicken for Mac

Downloading/Importing Transactions

• Informal Survey of Which Financial Institutions (FIs)/Banks Work in Canada
  
• What Are Placeholder Transactions in Quicken for Mac?
• Merge support for importing data from US and CA FIs/Banks for US and CA versions of QWin

Errors/Troubleshooting

• How to try to resolve a "persistent store"-related error
• How to try to resolve a locked data file - see end of article
• Error Message When Opening file - Unable to open file - QM2007
• Error number 260 when loading QFX file into QM2007 - what to do?
• Troubleshooting Data File Problems/Corruption (Mac) in QM2007 (and earlier)
• Removing and Rebuilding Security Price History in QM2007
• How to Import Historical Security Data Into QM2007

Feedback

• Categorized List of IDEAS of Feature Requests and Enhancements to Vote On
• EXPANDED List of Categorized IDEAS of Feature Requests and Enhancements to Vote On

Installing

• How to Move QMac 2007 to a new computer without the original disc?

Investing

• What Are Placeholder Transactions in Quicken for Mac?

Loans

• How to set up a mortgage/loan?

Mobile

• Help Guide and FAQs for Quicken Mobile

Online Service Discontinuation

• Why Intuit is discontinuing the online services for my Quicken version?
• Quicken Discontinuation Policy
• Update on Quicken for Mac 2007 Support Policies (May 2016)

Quicken.com

• 
  

Quicken ID

• 
  

Reconciling

• Quicken Mac v3.5+ (QM2016+) Reconcile Troubleshooting

Reminders (aka Scheduled Transactions)

• 
  

(con'td)

smayer97

(...cont'd)

Reporting

• Request for Customizable Reporting Engine
• Description of a properly designed report engine and user interface UI 
• List of Requests for Report Types
• List of Requests for Report Related Features
• Essential Related Report Features

Support

• Basic Help with Quicken for Mac (current versions)
  
• Where to find a Help Guide for 2016 (onward)?
  
• Quicken Phone Support available
• Refund Requests: How do I request a refund for my Quicken product?
• Why is Quicken charging me for product support? Where can I get free Quicken support?
• Why Intuit is discontinuing the online services for my Quicken version?
• Quicken Discontinuation Policy
• Update on Quicken for Mac 2007 Support Policies (May 2016)

Taxes

• 
  

Transaction Handling

• How do I see the running balance?
  

Updates

• Release Notes for Quicken for Mac
  
  • for Subscription (2018+)
  • for 2017
  • for 2016 - removed...search Product Releases and Announcements: Mac of the Quicken Community forum instead
  • for 2015 - removed...search Product Releases and Announcements: Mac of the Quicken Community forum instead
• How do I update Quicken Essentials for Mac?
  
• Quicken Inc should eliminate or at least minimize the LARGE Advertising space used when a subscription expires

(cont'd...)

smayer97

(...cont'd)

Upgrading/Converting

• How do I convert Quicken for Windows files to Quicken for Mac?
  
• How do I convert from Quicken for Windows or Mac or MS Money to Quicken Essentials for Mac?
• How to Convert MS Money files to Quicken for Mac
• MS Money 2007 to Windows - PDF
• List of Obstacles and Hindrances for Migrating from QM2007 or QWin to Quicken for Mac
• How to Convert Quicken for Mac 2007 to Quicken for Windows
• Is Quicken for Mac 2007 Compatible with High Sierra (macOS 10.13)?
  
• Is Quicken for Mac 2007 Compatible with Mojave (macOS 10.14)?
• Running Quicken for Mac 2007 in a Virtual Machine (VM) (e.g. with Catalina onward (10.15+)
  
• Quicken Inc should eliminate or at least minimize the LARGE Advertising space used when a subscription expires

Using Get Satisfaction Community Forum for Quicken for Mac

• How to Navigate the Quicken Community Forum Conversations/Discussion Threads
  
• How to adjust or turn off e-mail notifications of posts/discussion threads and replies
• How to Filter Conversations/Discussion Threads on this Forum (to see only what you want)

Versions

• Merge support for importing data from US and CA FIs/Banks for US and CA versions of QWin
• Why does Quicken for Mac not have feature parity with the Windows versions?
  
• Why is the current version of Quicken for Mac missing features from older versions?
• Will Quicken Mac work outside of the U.S.?
• How to Purchase Quicken for Mac Internationally
• How to Register Quicken for Mac Outside the US
• Is there or where can I find a version of Quicken for Mac for Canada?

Voiding a Transaction

• How to VOID a transaction