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Quicken Classic for Mac
New to Quicken/Getting Started (Mac)
There are TONS of tutorials for Windows and hardly ANY for Mac
bigalwood
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.
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Accepted answers
jacobs
@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
All comments
jacobs
@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
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