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Re: help with Mac....transactions
Most financial institutions download only up to three months' worth of transactions. This is likely the best you can do, other than to go through all of your statements for the year and manually ente…1 -
Re: Quicken Mac isn't calculating proper balances for reconciliations [edited]
Once I figured out how live balances worked, I changed all of my opening balances to static. I think "Recommended" is a misnomer here. Also, I totally agree with Chris_QPW – I stay away fro…2 -
Re: Does anyone have experience converting from SEE Finance to Quicken for Mac?
I'm not going to comment on how well SEE Finance compares to Quicken. However, I would be very uncomfortable using a program that seems to be reliant on the efforts of only one person. I am very glad…2 -
Re: Entering a new Scheduled Transaction on Mac
You need to click the triangle next to the starting date. It will give you this: This is not very obvious and many people overlook this.6 -
Re: If your IRA is invested in an annuity that credits daily interest, How do you set it up?
I would just put in the balance as of your most recent statement. Then whenever you get a new statement, you can add the additional interest manually. There's really no need to add interest on a dail…1