Thinking of starting over
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Judman
Member ✭
:/ Have been struggling with the conversion from Money (Windows) to Quicken (Mac) for 2+ years. Money has been easy and intuitive -- everything with Quicken has seemed harder. Want to make the switch. Moved to annual subscription and trying to 'start fresh in 2021'.
I am having duplicate downloads directly from the bank, duplicative entries if I enter and then download (with inability to drag/combine as others have suggested), and it is mis-labelling downloads across accounts.
Since I have a subscription, I am considering deleting it all and starting over from scratch. Is that possible? Aside from a time investment, any reason not to?
And, what is the best source of tutorial/learning how this beast works?
Would pay for someone to help set everything up...
I am having duplicate downloads directly from the bank, duplicative entries if I enter and then download (with inability to drag/combine as others have suggested), and it is mis-labelling downloads across accounts.
Since I have a subscription, I am considering deleting it all and starting over from scratch. Is that possible? Aside from a time investment, any reason not to?
And, what is the best source of tutorial/learning how this beast works?
Would pay for someone to help set everything up...
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Comments
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You can have more than 1 data file. Go up to File-New to start a new one. Your data is kept in a separate file from the program.
I'm staying on Quicken 2013 Premier for Windows.
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Would that allow me to essentially start all over? No Quickfills, no other accounts, etc.?0
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Yes. A blank brand new file. Nothing in it.
I'm staying on Quicken 2013 Premier for Windows.
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