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There are TONS of tutorials for Windows and hardly ANY for Mac

How on earth am I supposed to learn how to use this system? I've just purchased the Home Business one and it looks the exact same as my personal one. What do I do now? How do I add my rental properties? How do I enter the transactions so they can be separated out in the reports, etc? I've looked, and I can't find anything helpful.

Best Answer

  • jacobs
    jacobs SuperUser, Mac Beta Beta
    edited January 3 Accepted Answer
    @bigalwood  There is actually not a different Home and Business version for the Mac; there is just one version of the software. Think of Starter, Deluxe, Premier, and Home & Business as different levels of a subscription, and each higher level unlocks additional features.

    On the Mac, the features don't change above Deluxe; Premier adds only Bill Pay and priority for phone support, and Home & Business adds nothing. (See this comparison chart on the Quicken website to confirm this.)

    On Windows, the features do change at each level. (As shown in this comparison chart.

    If you just purchased a Home & Business to use on a Mac, you should follow the steps to get a refund within 30 days of purchase, and make a new purchase of either Deluxe or Premier. (It's possible if you contact Quicken Support, they can make this change in one step, moving you to the lower-level and refunding the difference in price.)

    -------------

    That said, you're partially right that there isn't a great single tutorial for new users to Quicken Mac. But there actually is a lot of information available spread across multiple locations. Additionally, if you're new to Quicken Mac, they now offer a one-on-one web session to help new users get started: visit this page to sign up

    This is a good resource on the Quicken website for learning Quicken Mac:
    https://tech-content.quicken.com/QuickenforMacQuickStart/story.html

    Also, don't overlook Quicken Help built into Quicken Mac. It's pretty bare bones, but it covers a lot of the basics of how to do things in Quicken Mac. 

    Here's another resource on Quicken's site:
    https://www.quicken.com/quicken-tips

    Quicken also has a number of videos on core features of Quicken Mac:
    https://www.quicken.com/support/quicken-video-university-mac#osx

    Here's a list of links to training material put together by a fellow use. (Don't be put off that it references Quicken 2016; much of the basics of Quicken are unchanged from that version, and some of the links are updated to newer versions):
    https://community.quicken.com/discussion/7308565/quicken-mac-faq-where-to-find-a-help-guide-for-2016-onward
    Quicken Mac Subscription • Quicken user since 1993

Answers

  • RickO
    RickO SuperUser, Mac Beta Beta
    edited January 3
    There is no Home & Business version for Mac. When you purchase any version of Quicken, it includes both Win and Mac versions. However, when you purchase the H&B version, only the Win version is available. This can be seen here https://www.quicken.com/mac/compare as you flip the switch between Mac and Win.

    If you want to manage rental properties with Quicken H&B, you will need to run it on a Windows machine or in a Windows virtual machine on your Mac.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    edited January 3 Accepted Answer
    @bigalwood  There is actually not a different Home and Business version for the Mac; there is just one version of the software. Think of Starter, Deluxe, Premier, and Home & Business as different levels of a subscription, and each higher level unlocks additional features.

    On the Mac, the features don't change above Deluxe; Premier adds only Bill Pay and priority for phone support, and Home & Business adds nothing. (See this comparison chart on the Quicken website to confirm this.)

    On Windows, the features do change at each level. (As shown in this comparison chart.

    If you just purchased a Home & Business to use on a Mac, you should follow the steps to get a refund within 30 days of purchase, and make a new purchase of either Deluxe or Premier. (It's possible if you contact Quicken Support, they can make this change in one step, moving you to the lower-level and refunding the difference in price.)

    -------------

    That said, you're partially right that there isn't a great single tutorial for new users to Quicken Mac. But there actually is a lot of information available spread across multiple locations. Additionally, if you're new to Quicken Mac, they now offer a one-on-one web session to help new users get started: visit this page to sign up

    This is a good resource on the Quicken website for learning Quicken Mac:
    https://tech-content.quicken.com/QuickenforMacQuickStart/story.html

    Also, don't overlook Quicken Help built into Quicken Mac. It's pretty bare bones, but it covers a lot of the basics of how to do things in Quicken Mac. 

    Here's another resource on Quicken's site:
    https://www.quicken.com/quicken-tips

    Quicken also has a number of videos on core features of Quicken Mac:
    https://www.quicken.com/support/quicken-video-university-mac#osx

    Here's a list of links to training material put together by a fellow use. (Don't be put off that it references Quicken 2016; much of the basics of Quicken are unchanged from that version, and some of the links are updated to newer versions):
    https://community.quicken.com/discussion/7308565/quicken-mac-faq-where-to-find-a-help-guide-for-2016-onward
    Quicken Mac Subscription • Quicken user since 1993
This discussion has been closed.