The Community Meetup-August 2023 Edition

Quicken Janean · August 2023

What Are Your Goals?

By Janean Comfort

Many who use Quicken, want a system that makes organizing and keeping track of your finances easier. We all have different goals when it comes to what we want from our finances. These goals help guide financial planning, budgeting, and investment decisions. Financial goals can vary widely depending on individual circumstances and priorities.

Payee Look Up

If your goal is to track and pay bills through Quicken, the best way to do so is to set up online payees. Online payees are payees Quicken can access directly to get payment information and in some cases, to pay the bill directly.

Quicken makes it easy to look up specific payees.

For Mac users, when you’re in the register looking at a transaction from a payee, you may want to see the other transactions from the same payee. If you do, simply right-click on the transaction and select the Find feature. For example, if you see a charge from Apple, right-click on the transaction and you’ll see the option Find Apple. After selecting Find Apple, you would then see all of your Apple transactions in the register.

For Window users, there’s a quick way to do that. Just right-click on the transaction in the column you want to search by. You’ll see a list of options, including the option to search based on that value.

July 2023 Releases

Windows

We had 2 releases in July for Quicken for Windows: R50.16 and R51.10. As always, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file. You can find the lastest updates for Quicken at this support article.

Here are some fixes and new updates that were made:

Added an Ignore all accounts / Ignore all linked accounts option to the Add Account process. This will aid customers with many accounts. They will no longer need to deselect each account they do not want to add.
Made it easier to remove an Online Biller by adding a Delete Biller option in the Action menu dropdown.
Fixed an issue where transactions were not being entered when the reminders were set to auto-enter.

Mac

This month for Mac users, 7.2 and 7.2.1 was released. You will see new features, fixes and improvements in areas such as accounts, payments and the dashboard as well as general bug fixes. Some new additions and fixes are:

If you have numerous accounts (15 or more) with the same financial institution, it is now easier to choose which accounts you would like to add, or link, in Quicken.
You can now view your securities by Name or Symbol on the Investments Dashboard Holdings card.
If you pay your bills on your Biller’s website, now you can save the website’s URL in Quicken for fast and easy access.

For more details about the release and the changes for Quicken for Mac that were made, please visit this support article.