QMac - newly migrated from Windows - where is Tools

Adience · June 2

I just migrated from Windows to Mac a couple hours ago, still setting things up. I was looking for the Currency List (I have some Canadian accounts) but can't find it for the list of me, even though online searches suggest that it exists in the Mac version.

In fact, I can't find anything within the Tools drop down in the windows version.

The only 2 places I can find various settings are the bar on the top of the desktop, and under Quicken > Settings. Where do I find things like Currency List, Category List, etc?

Jon · June 2

Check the Window menu - you'll find access to Category & Currency windows.

Adience · June 2

https://community.quicken.com/discussion/comment/20493237#Comment_20493237

awww Windows.. who would have thought… 😅

Does the exchange rate auto update from some sources? on windows I had to put it in myself

Jon · June 2

I don't use multiple currencies, but it looks to me like it auto-updates the exchange rates with the option to manually enter your own values.

jacobs · June 2

Note that in Quicken Mac, support for multiple currencies is quite limited; full multi-currency functionality is a long-requested feature, and one the developers have said is planned for sometime in the future. You can set up accounts in different currencies, but reports and dashboards must be run separately for each currency; there is no conversion or combination at this time.

QMac - newly migrated from Windows - where is Tools

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