Mac vs Windows Functionality
Flaps55
Quicken Mac Subscription Member
For a variety of reasons I've been forced to move away from Quicken for Windows to Quicken for Mac. It is a deeply disappointing experience even after hearing the CEO talk about all the improvements they have made to the Mac version. I can no longer archive a year-end copy to keep my file sizes reasonable, no auto fill after reconciliation, no two line ledger format, no font adjustment of note, unable to move a transaction, no recognition of a duplicate check number, etc. etc. I hope the development team reads this. Do I REALLY have to go out and buy a stand alone Windows laptop just to have reasonable functionality on quicken?
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You can move transactions to a different account via drag & drop.
As for the rest of it, if you can't live without that stuff then you either buy a Windows computer or you run Quicken for Windows on your Mac using something like Parallels or Crossover. Personally I don't miss any of the features you mentioned - probably wouldn't use most of them even if QMac had them.-1 -
Flaps55 said:I can no longer archive a year-end copy to keep my file sizes reasonable, no auto fill after reconciliation...
I do understand people whose lives have significantly changed — divorced/widowed, remarried, retired, kids grown — who want to leave behind a lot of old accounts/categories/tags from a prior phase of life, so I do think the developers should add the capability to archive older data for this reason. If that's you, then I encourage you to add your vote for this feature request here. But just to keep a small file because that's what you've done in Quicken Windows in the past? You might find you don't really need that.Flaps55 said:no auto fill after reconciliation
If this refers to something else, please fill me in on what you mean by this to see if there's some way to do something similar in Quicken Mac.Flaps55 said:no two line ledger format
I think many other converts from the old Quicken Mac and Quicken Windows have experienced the same change in thinking I did. But everyone doesn't agree on everything, so I can't tell you your personal preference is wrong. But if you've only recently switched to Quicken Mac, my advice is to not fight it and keep telling yourself how much it isn't like Quicken Windows; work with it for awhile as your brain-eye-hand muscle memory adapts to working differently, and you might find, like I did, that after a few months you actually don't miss that old two-line interface.Flaps55 said:no font adjustment of noteFlaps55 said:unable to move a transactionFlaps55 said:no recognition of a duplicate check numberFlaps55 said:I hope the development team reads this.Flaps55 said:Do I REALLY have to go out and buy a stand alone Windows laptop just to have reasonable functionality on quicken?
But as I wrote above,e if you've only recently converted to Quicken Mac, I'd encourage you to give it some time to get used to using it. There are most certainly features in Quicken Windows which are missing from Quicken Mac, but most of the issues you've mentioned here shouldn't prove to be showstoppers for most users.
Best wishes, whatever route you decide to pursue.Quicken Mac Subscription • Quicken user since 1993-1 -
For what it's worth, there isn't a Windows Quicken SuperUser that recommends using year end copy.
And as a Quicken Windows user of about 26 years, I also have no idea what "no auto fill after reconciliation" means.Signature:
This is my website: http://www.quicknperlwiz.com/2 -
Oh... I think by autofill after reconciliation the OP means automatically enter the payment. This stumped me initially in QMac as well, @Flaps55, but all you do is set up a scheduled bill. Weird and different, but the bill is linked to your online banking/credit card and updates to be the amount due...and autopaid from the account you specify. Net result is identical to QWin.
File size - my QWin data file is over 186 MB with over 56,000 transactions. I've never done a year end copy as I like the ability to search for anything. Speed is instant. I just converted to QMac, and the same data occupies only 26 MB in QMac and also provide instant access.
The single line registers take a while to get used to after QWin 2-line. But, hopefully you've found out that you can drag the column headings around to put the columns in the order you want, as well as to right click the headings to choose what fields you want to see or not see. It only took me a few days to get used to it. Now, splits are another matter. It drives me insane in QMac that when I split an expense, which shows as a positive amount that the split entries are negative.
Not detecting duplicate check numbers seems like an oversight, since it would be such a simple thing to implement. Add your vote for this feature here:
https://community.quicken.com/discussion/7857313/warn-for-duplicate-check-numbers
Quicken user since 1990, MacBook Pro M2 Max on Sequoia 15.1.1
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@MontanaKarl thanks, I think you are right on the mark with that one. I also remember turning that off because I reconcile now daily, and as such don't have a payment to enter every time I reconcile.
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...a two-line register format similar to Quicken Windows.... I like being able to arrange which columns are visible, what order they're in, how wide they are, and have those things different for different accounts.Of course, being able to arrange columns as you like is not limited to one-line registers. Even QM2007 started to implement the ability to do this with two-line register format... It all comes down to the effort for Quicken to implement this.
If you still desire to see the 2-line register as an option, add your vote toAdd option for 2-line/row display in Quicken For Mac
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(Canadian user since '92, STILL using QM2007)0 -
Wow. Many thanks all for your insightful and encouraging comments and recommendations. And yes, my poorly worded "autofill after reconciliation" referred to automatically entering the payment. As a rather new user of Mac the loss of these features was initially frustrating, but I am settling into a new routine using many of your suggestions. So, thank you again.1
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