Quicken 2015 makes life easier for individuals and investors (including especially real estate investors and small-business owners). But that doesn’t mean you want to spend any more time working with each whistle and bell in Quicken 2015 or reading more about the software program than you have to. Here are quick summaries of stuff you can do and information you can employ to make using the world’s most popular financial record-keeping tool easier and more profitable.
Dec 21, 2016 One of the biggest news items in the personal finance software space for 2015 was the releasing a new version of Quicken for Mac. The last time there was a true update for Quicken for Mac was in 2007. Quicken Essentials for Mac was released.
Windows Tricks for Quicken 2015 Users
Quicken “plays” well with Windows. Accordingly, you can use a handful of standard Windows tricks to make your use of Quicken financial recording program easier — and faster.
- To move quickly to list box entries that begin with a particular letter, press the letter.
- To select a list box entry and choose a dialog box’s suggested command button, double-click the entry.Certification Training Manual This program is not intended to gauge the technical skills of technicians regarding the diagnosis and repair of motor vehicle air conditioners. The basic goal of the technician training and certification program is to teach technicians how to. (MAC) systems. Large trucks, buses and other vehicles that do not use. If you need to order multiple tests please contact the MACS offices at (215) 631-7020 or at [email protected] Important Do not attempt this test without completing review of the Section 609 Study Guide Please use the free Practice exam and Hints. Northstar certification manual mac os. How It Works. The Northstar Digital Literacy Assessment defines the basic skills needed to use a computer and the internet in daily life, employment, and higher education. Online, self-guided modules assess the ability of adults to perform these tasks.
- To move the insertion bar to the beginning of a field, press Home.
- To move the insertion bar to the end of a field, press End.
- To close a window or dialog box, click its Close button in the upper-right corner. (The Close button is the little box with an X in it.)
- To minimize a window, which shrinks it to a tiny picture, Windows users need to click the first button in the upper-right corner — the one that looks like an underline. (Windows then places the minimized program on the taskbar.)
- To maximize the Quicken desktop so that it fills the entire monitor screen, click the middle button in the upper-right corner of the application window if the button shows one window. If the middle button shows two windows, the desktop is already maximized. For previous Windows versions, click the up arrow in the application’s upper-right window.
- To do a Help yelp, press the F1 key. This key works just about anywhere. Don’t press it in a crowded theater, though.
- To start another application in Windows, click the Start button.
- To switch to another application, click its button on the taskbar.
- To change any document’s window size, position the mouse pointer on the window border and then click and drag the border. (If you can’t see the border because the window’s been maximized, click the middle button — with the two windows in it — in the upper-right corner.)
Cool Date-Editing Tricks for Quicken 2015
Within the Quicken accounting program (and it doesn’t matter whether you’re using Quicken Starter Edition, Quicken Deluxe, Quicken Premier, Quicken Home & Business, or Quicken Rental Property Manager), you enter dates again and again: the date you write a check, the date you record a deposit, the date you reconcile an account, the date you receive a dividend on some investment, and so on.
Fortunately, you can use several very cool, extremely handy date-editing tricks. Specifically, if the selection cursor is in a Date field, you can do these things:
Press This Key | What Happens |
---|---|
+ | Adds one day to the date shown. |
– | Subtracts one day from the date shown. |
t | Changes the date to today’s date. You can remember this because t is the first letter in today. |
y | Changes the date to the first date in the year. Note that y is the first letter in year. |
r | Changes the date to the last date in the year. Note that r is the last letter in year. |
m | Changes the date to the first date in the month. Just to salve my compulsive personality, allow me to point out that m is the first letter in month. |
h | Changes the date to the last date in the month. Okay, last time I’ll provide a memory tool: Note that h is the last letter in month. |
4 Tasks Every Quicken 2015 User Should Perform
Quicken 2015 Manual For Mac Windows 7
Quicken 2015 Manual For Mac Computer
Working with a richly featured, mature financial record-keeping software program like Quicken 2015 can present a bit of a challenge. The Quicken software just does so much. Here are four tasks that every Quicken user should perform on a regular basis:
- Set up Quicken bank accounts for all your checking, savings, and money market accounts — and then use the Quicken software to carefully track the money that flows into and out of these accounts. Maintaining even just this simple cash accounting system lets you more easily monitor your finances, budget for the future, and identify money-saving tax deductions.Just one quick aside for small businesses and rental property investors: The Home & Business and Rental Manager versions of Quicken let you easily set up and run simple cash-based accounting systems for a home-based business and for real estate investments. Use these great tools if you’re a real estate investor or business owner!
- Use the Retirement Calculator to estimate when and how you can retire. Especially with the financial meltdown in the past decade, people need to get more proactive both about saving for and planning for retirement.To use the Retirement Calculator, display the Planning tab, click the Planning Tools button, and choose the Retirement Calculator command. Here’s a free financial planning tip: Invest some time in figuring out how to really economize on your investment-related costs, because these costs (mutual fund expense ratios, financial advisory fees, trading costs, and so on) can eat away at your profits in a fashion that most amateur investors don’t understand.
- Create a category list that makes tracking your spending and tax deductions easy. Within Quicken, you organize your financial information using income and deductions categories. Manual kindle update on mac computer. Any stream of income you want to separately track or monitor, for example, requires its own category. And any expense that you want to regularly tally — perhaps the expense represents a tax deduction — also requires its own category. You can set up categories by choosing Tools→Category List.
- Balance bank accounts each month with only a few minutes of effort by clicking the Actions button and then choosing the Reconcile command. (The Actions button appears in the upper-right corner of the Quicken window whenever a bank register shows.) Reconciling a bank account lets you catch and correct bookkeeping errors with your accounting records.
Quicken 2015 Shortcuts That Save You Time
Want to save time working with the Quicken 2015 program? Consider using and memorizing a handful of the keyboard shortcuts listed in the table here. Using Quicken keyboard shortcuts requires a bit of memorization work up front, but it usually pays rich dividends in the form of data-entry time savings.
Shortcut | Why You Want to Try Really Darn Hard to Remember This |
---|---|
Ctrl+S | Displays the Split Transaction window (so that you can use more than one category to describe a payment or deposit). |
Shift+Delete | Cuts out the selected text in a field and moves it to the Windows Clipboard (so that you can paste it into some other field). |
Ctrl+Insert | Copies the selected text in a field to the Windows Clipboard (so that you can paste it into some other field). |
Shift+Insert | Pastes what’s on the Clipboard into the selected field. |
Ctrl+P | Prints the contents of the active window. (Well, almost always.) |
Ctrl+O | Lets you open another Quicken data file. |
Ctrl+G | Go to date. |
Ctrl+K | Displays the financial calendar. |
Ctrl+B | Puts you on the fast track to backing up your data. |
Ctrl+A | Displays the Accounts List window. |
Ctrl+W | Displays the Write Checks window. |
Ctrl+L | Displays the tag list. |
Ctrl+T | Displays the memorized Payees list. |
Ctrl+J | Displays the scheduled transactions list. |
Ctrl+U | Displays the Portfolio View window. |
Ctrl+V | Allows you to void a transaction. |
Ctrl+Y | Displays the security list. |
Ctrl+H | Displays the Find and Replace window. |
Ctrl+M | Memorizes the transaction. |
Ctrl+R | Reconciles dialog. |
F1 | For those times when you just have to say, “Aaagh! Help! Help!” |
F11 | Maximizes register view. |
Alt+Home | Goes to the Home Tab. |
Ctrl+Shift+C | Goes to the Category list. |
Ctrl+Shift+M | Goes to the Manage Hidden Accounts dialog. |
End four times | Goes to the last transaction in register. |
5 Free, Reliable Websites for Quicken 2015 Users
The web represents a treasure trove of information about personal finance, small business, and tax accounting that Quicken users will appreciate. Individuals, investors, and small business owners just beginning their research, however, often aren’t sure which websites offer the most reliable information. Here are half a dozen sites that provide lots of reliable information you can use.
Site | Why It’s Useful |
---|---|
Social Security Administration | The Social Security Administration website lets you estimate your future benefits. (Despite what you sometimes here people say, Social Security will “be there” for future generations. But benefits will probably be scaled back for at least some recipients, which you can read more about at the Social Security Administration’s website |
Bogleheads | Basically, the online fan club for Vanguard Group founder John Bogle, this great forum provides tons of investment planning and record-keeping advice — all influenced by a strong belief in the superiority of a passive, low-cost investing |
Quicken | Find lots of stuff for Quicken.com users, all from the maker of Quicken — Intuit. Note that if you register at the Quicken.com site, you also gain additional functionality within the Quicken program. For example, you can usually download stock price information for free. |
Internal Revenue Service | Most people by now know that the IRS website provides downloadable forms and informational booklets. What some people don’t know, however, is that it also provides access to U.S. tax law (both the Internal Revenue Code and the Treasury Regulations). |
Evergreen Small Business | The author of Quicken For Dummies has a blog with several hundred pages of small business, personal financial planning, and tax-related information, including free downloadable copies of many of his old (but still useful) books. |
edited December 2018 in New to Quicken/Getting Started (Mac)
Dear Quicken reply,
I bought Quicken 2017 for the Mac but I find it difficult to use without some kind of manual, so I’m still using Quicken 2007. I am a long-time Quicken user, since MacMoney (remember that?) went away.
I would like to explore the new options, including using web-based, but not before reading some kind of manual that explains Quicken 2017 for the Mac, and how I can replicate the way I use Quicken 2007.
I keep looking for one on Amazon, but only Windows manuals are available. For example, here is a review of the latest available manual:
-----------------------------
1.0 out of 5 stars
Don't even bother opening
ByTennis bumon March 27, 2017
Format: PaperbackVerified Purchase
Did not indicate upfront that this was a Windows only guide - almost useless for a Mac. In this App like so many Windows apps is not intuitive. This particular version of Quicken (and I have been using Quicken for over 15 years) is the most difficult version that I have dealt with and the guide was of no use.
——————————————--
Please let me know when some manual for Quicken 2017 for the Mac becomes available.
Thanks,
Paul
I bought Quicken 2017 for the Mac but I find it difficult to use without some kind of manual, so I’m still using Quicken 2007. I am a long-time Quicken user, since MacMoney (remember that?) went away.
I would like to explore the new options, including using web-based, but not before reading some kind of manual that explains Quicken 2017 for the Mac, and how I can replicate the way I use Quicken 2007.
I keep looking for one on Amazon, but only Windows manuals are available. For example, here is a review of the latest available manual:
-----------------------------
1.0 out of 5 stars
Don't even bother opening
ByTennis bumon March 27, 2017
Format: PaperbackVerified Purchase
Did not indicate upfront that this was a Windows only guide - almost useless for a Mac. In this App like so many Windows apps is not intuitive. This particular version of Quicken (and I have been using Quicken for over 15 years) is the most difficult version that I have dealt with and the guide was of no use.
——————————————--
Please let me know when some manual for Quicken 2017 for the Mac becomes available.
Thanks,
Paul
Comments
- edited December 2018Are you new to Quicken Mac (2015 and newer)?Welcome.
If you haven't done so already, please review these videos for more information
about Quicken Mac
https://www.youtube.com/user/QuickenMac/videosGive a new refreshing look to your Mac and MacBooks interface with Mac OS X Yosemite.DMG. Mac os x el capitan.Getting Started with
Quicken for Mac
https://www.quicken.com/complete-guide-getting-started-quicken-2018-mac
https://www.quicken.com/quicken-tips
with links to more information and videosClick Help / Quicken
Help for additional help on Quicken functions and features. - edited December 2018Unfortunately, there is no comprehensive guide online or elsewhere for Quicken for Mac. Instead, check out the following complete list in Quicken Mac FAQ: Where to find a Help Guide
(If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.)
If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.
(Canadian user since '92, STILL using QM2007)
Have Questions? Check out these FAQs:- Quicken Windows FAQ list
- Quicken Windows FAQ list
- edited December 2018helps me get started reverse-engineering my own reference manual, when I need to move off Q2007.
- edited December 2018For what is worth the manuals on Amazon are by third parties. So it is really up to some author/company to decide it they feel they want to try to market a Quicken Mac manual.
Even though one of them says the 'Official Guide' I'm not even sure if that means that Quicken Inc endorses it (maybe I just don't know). - edited December 2018
Regardless, there are no third party guides for QMac, only QWin.For what is worth the manuals on Amazon are by third parties. So it is really up to some author/company to decide it they feel they want to try to market a Quicken Mac manual.
Even though one of them says the 'Official Guide' I'm not even sure if that means that Quicken Inc endorses it (maybe I just don't know).
(If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.)
If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.
(Canadian user since '92, STILL using QM2007)
Have Questions? Check out these FAQs:- Quicken Windows FAQ list
- Quicken Windows FAQ list
- edited December 2018Sigh- what happened to reference manuals? And it is particularly infuriating to see that Amazon has one for Windows, but not the Mac!
I guess I'll have to reverse-engineer my own, when Apple forces me to move off of Quicken 2007 because on some new OS. - edited December 2018Paul, it's not a Quicken thing; unfortunately, most software nowadays doesn't have a reference manual.
As for absence of a third-party book, well, that's not Quicken's fault; blame the computer book publishers for not seeing enough of a market for such a book.
That said, the resources listed above, plus asking questions on this forum, can go pretty far towards getting you up and running on the modern Quicken
Mac. You certainly don't have to reverse engineer a manual with all the information that already exists. (But if you do, maybe you could get it published!QMac 2007 & QMac Subscription • Quicken user since 1993