Easiest way to get used to new Quicken

Jim31@

I recently bought a mew MacBook and was forced to update from Quicken 2017 for Windows to the new subscription service. I've been using Quicken for Windows since 2009 and this new one is tough to get used to. I uploaded and converted my old file from the Windows based Quicken I had before. There are all new categories and the download/update feature doesn't work the same. I have my bills in there and now when they download from the bank there is no way to confirm and match them.

I know I've only been with the new program for a few days, but I'm missing the old 2017 version I was so used to.

I guess my true question is this, would it just be easier to start a whole new file and go from scratch? Is there any way to due things like I used to?

smayer97

Not necessary but it will take a while to get used to QMac coming from QWin as some things are different and some things you still cannot do.

Unfortunately, there is no comprehensive guide online or elsewhere for Quicken for Mac. Instead, for the most up-to-date and complete compilation of of resources available for QMac, check out the following Quicken Mac FAQ: Where to find a Help Guide.

For anything specific, search this forum, as most questions have been answered. For anything you cannot find, simply post a thread for each unique question and we can certainly try to help.

BTW, there currently is no way to confirm and match your transactions BEFORE they are entered into your register. This works similar to QWin's setting of automatically accepting downloads but there is no way to turn this off at the moment.

If you find you cannot work in this way, you can add your VOTE to Restore Transactions Downloading Acceptance and Matching workflow.

First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a moment for your vote to register).

(If the triangle is solid black, your vote has been registered.)

Your VOTES matter!

smayer97

Not necessary but it will take a while to get used to QMac coming from QWin as some things are different and some things you still cannot do.

Unfortunately, there is no comprehensive guide online or elsewhere for Quicken for Mac. Instead, for the most up-to-date and complete compilation of of resources available for QMac, check out the following Quicken Mac FAQ: Where to find a Help Guide.

For anything specific, search this forum, as most questions have been answered. For anything you cannot find, simply post a thread for each unique question and we can certainly try to help.

BTW, there currently is no way to confirm and match your transactions BEFORE they are entered into your register. This works similar to QWin's setting of automatically accepting downloads but there is no way to turn this off at the moment.

If you find you cannot work in this way, you can add your VOTE to Restore Transactions Downloading Acceptance and Matching workflow.

First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a moment for your vote to register).

(If the triangle is solid black, your vote has been registered.)

Your VOTES matter!