Keyboard and time based macros that work very well with Quicken Mac.

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crashmeister3
crashmeister3 Member ✭✭

There is a Keyboard Macro app that enables you to set up time or key-combo based tasks.

I have used it to:

  1. set Quicken to Auto Update at set times of the day (7am, 12pm and 7pm)
  2. Set up key combos to update transaction data (eg: ^E to change Action to EFT)

This makes using Quicken much easier.

Unfortunately, it's not free, but I have found it well worth the cost.

I don't think I can post the name here, but try googling 'keyboard macro software for mac'.

Comments

  • RickO
    RickO SuperUser, Mac Beta Beta
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    Are you referring to Keyboard Maestro? (You can say the name here because it's not a competing product.)

    I've been using KM with Quicken (and for many other things) for years. I currently have over 40 active KM macros for Quicken. I've posted some of them here in the community before. Well worth the $36 one time cost.

    One caveat: KM is a VERY powerful tool and as such can have a bit of a learning curve. Pretty easy to set up basic stuff (like trigger a menu from the keyboard). Setting up more complex stuff (like finding and clicking based on an on-screen image) can be a little more challenging. You can dive in a shallow or as deep as you wish.

    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • crashmeister3
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    I got into trouble with the moderators trying to be helpful before, so I took the cautious route.

    Yes, I am referring to Keyboard Maestro. Great product, but requires tech ability to use.

    How can we tag macros if we post them here? I'd be happy to share.

  • RickO
    RickO SuperUser, Mac Beta Beta
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    I think you could just post them here. However, details might be more appropriate over in the KM forum. What I've done in the past is made a post with Quicken macros over in the KM forum and then linked to it here. Keeps the length of the posts here down for those who are not interested.

    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • crashmeister3
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    You can export a macro, or copy/paste macros as XML. What is the the preferred format for posting?

    This is an exported one. Rename to remove the .jpg extension.

  • crashmeister3
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    BTW, the size of the exported macro is very small (4.6k) in the above case. I see no harm posing them like that.

  • crashmeister3
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    Here is one to change the action field. This one has delays built in to allow Quicken to respond. Depending on how fast/slow your computer is, the delays may have to be tweaked. It uses Ctrl-Shift-T to change the Action field to 'Transfer', then move to the next transaction. This allows repeated processing if you have multiple transactions in a row that you want to modify. I also set up (copy and modify macro) Ctrl-Shift-E = EFT, B = Blank, D = Deposit, V = EFT-Venmo, Z = EFT-Zelle, R=Refund.

    The image shows the steps. The downloaded file has the macro. Remove '.jpg'.

  • RickO
    RickO SuperUser, Mac Beta Beta
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    Your .jpg attachments don't open.

    I would suggest just posting a list of macro functions you've implemented and only posting the details if asked. And then I'd suggest posting the details on the KM forum rather than here, checking what's already there first.

    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • smayer97
    smayer97 SuperUser ✭✭✭✭✭
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    Another great macro + gesture trigger tool is BetterTouchTool. $10/2 yrs or $22/lifetime.

    "BetterTouchTool is a great, feature packed app that allows you to customize various input devices on your Mac."

    https://folivora.ai/

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  • crashmeister3
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    Mmm, I wonder if the upload modifies something. You did rename to remove the .jpg to get a .kmmacros file right ?

  • crashmeister3
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    One area where these apps fail, is executing when the Mac is sleeping (screen locked). I reverted back to my AppleScript app for the auto update as that works even if you away from the Mac (screen locked), but still logged in.

This discussion has been closed.