I am really motivated to move to QMac 2020 from QWin 2017...BUT the learning curve

SageOne

Rather than go through all the years I've used QFW (back to 2009 or so, after Microsoft took the Money and ran), I'll try to get to the root of what brings me here to ask my first, but very likely not my last, question.

As a heavy user of QFW 2017 (and previous versions) for years, I know how it works, what the workflow is like, what the quirks are and how to stay productive despite the quirks.

But QFM 2020 is not QFW 2017. And that's OK. Instead of complaining "Why doesn't QFM work like QFW 2017" I'm really trying instead to learn how to be productive with QFM. So my question is: Is there a book, a treatise, a primer, a sticky Community post, a YT video, produced by someone who successfully learned to be productive with QFM 2019/2020 after years of depending on QFW?

Something like, "I know it's your current practice to go to the bottom of the Account Register and accept downloaded/cleared transactions into the Register: well here's how the QFM 2020 workflow handles this task" or "QFW 2017 has the Password Vault, but QFM doesn't have this concept and instead requires you to use Mac Keychain Access, and you'll therefore need to consider the following", etc, or "Here's why "Pay Now" is not available/is greyed-out in a Bills & Income Reminder in QFM 2020".

And you guessed it...I can't seem to wrap my head around those 3 initial differences.

If anyone would be willing to provide some guidance, has "been there, done that", I'd be very interested in that input. I'd appreciate especially hearing from anyone who had similar challenges moving to QFM 2020, and can offer their voice of experience.

Many thanks in advance. Apologies for the long post.

John_in_NC

About 8 years ago, I had a series of videos pertaining to the new version of Quicken for Mac. I haven't maintained them as 1) the program kept getting updated with new features, and 2) users were migrating (from both older QMac and QWin) and picking it up. It isn't really hard, assuming you forget how we did things in the DOS/early Windows days. I had early struggles myself, but quickly warmed to the more modern way of doing things.

You really have to use the program and keep an open mind. It sounds like you already are that far. Granted, the program does omit some features long available in QWin. But, the ones it does have serves the majority of users needs.

There is no book or cheat sheet that I know of. Using the program is pretty self explanatory, and if you run into trouble, posting here is probably the best way to get questions answered.

As far as your 3 questions: 1) there is no transaction pen to accept downloaded transactions. This was on purpose, and I think you will get used to not having to deal with that additional step. 2) yes, passwords for DC (and other details) are encrypted/handled by the OS. That is simply leveraging the operating systems core capabilities and not not having to rework what is already there. 3) You will have to explain more about scheduled transactions. IMHO, it is easier to deal with scheduled transactions in QMac than versions from the past.