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Re: For Long-Time users, what do you do with your data?
20+ years in one data file no issues. I do not use any of the web/cloud features and I do not use the feature to attach receipts/statements for a transaction. I do download checking and credit card t…1 -
Re: how do I get rid of Everything else category?
Yes you CAN get rid of the everything else category(s). It is a kludge and as GeoffG says it is "to capture any non budgeted items that have an amount. It takes a little work. First if you have …8 -
Re: Malfunctions, especially in trying to reconcile
Issue #1 is that you should create a separate backup after EACH time you use Quicken and you should use the option that adds the current date to the file name. I backup everyday and keep one years wo…1 -
Re: Has anyone converted from using Quicken for Windows to Quicken on the MAC, if so, what issues?
The MAC version is lacking many of the features that the Windows version has. That alone would have kept me using Parallels but I abandoned the MAC platform after a disastrous trial from 2006-2010. D…1 -
Re: Life Insurance Policies
I have 5 policies that I handle in the following manner. I created a "cash" account for each of the policies. One a year I receive a statement for each account that shows the increase in th…7
