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What Version of Quicken (Mac/Win) Does "How Do I ..." Help Page Apply?

User251646

Quicken has a number of "How Do I ..." help pages, but I can't tell whether the page applies to the Mac or Windows version of Quicken. For example, Google search brought up the following Help page on recording income. Most of the help page likely applies to both versions, but there is a section called "Transfer Account (Optional)" that does not appear in my Quicken Mac.

https://www.quicken.com/support/how-do-i-record-income-dividend-interest-or-capital-gain

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smayer97

Unfortunately, even with all the progress on and demand for the Mac version, Quicken culture is STILL Windows centric. This is hugely reflected in the knowledge base and help pages. It has been a long-standing issue that they do not clearly ID to what platform their info applies. At one point they did, then for some strange reason they removed a lot of it.

You can usually safely assume that any info you come across applies ONLY to the Windows version unless it explicitly states that it applies to QMac or has some tag ro label (usually at the top).

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smayer97

You can usually safely assume that any info you come across applies ONLY to the Windows version unless it explicitly states that it applies to QMac or has some tag ro label (usually at the top).

jacobs

Yes, unfortunately a lot of the articles on the Quicken website don't specify platform and/or product version/year, so the help is less helpful than it should be.

In this case, yes, that appears to be Windows-specific information.

For Quicken Mac, if you receive a dividend for one security and have the proceeds transferred to another account (such as an IRA distribution that's deposited into your non-IRA brokerage account), you need to record the Dividend as one transaction and then a Payment/Deposit transaction to transfer the cash proceed to the other account.

User251646

Thank you @smayer97 and @jacobs