Reminders include bill payments, expected income, and planned transfers between accounts. The new Bills, Income & Transfers card tracks your reminders for scheduled transactions. Hover over an individual bar on the graph to see the exact values for that month. The default is to see the last 90 days, but you can choose from many different periods up to the previous five years using the pull-down menu. The Net Worth card tracks your total net worth (assets minus liabilities) over time. Quicken has introduced three new cards to the dashboard. Since then, Quicken has been steadily making improvements to the dashboard, adding more cards, and giving some existing cards more capabilities. Last year, Quicken introduced its New Dashboard for the Home tab, with an improved look and feel and new cards. I'm hoping support for this gets added soon as it's the one must-have feature for me before I completely switch to QM (well this and consistent bill pay).Quicken's New Dashboard continues to improve One feature I sorely miss is the tracking of employee stock plans, grants, etc.
Also the eBill downloads are hit-or-miss. It seems to occasionally create new payees at my bank instead of using the pre-existing ones. I'm using direct connect through my bank and not Quicken Bill Pay.
I then hit the reconcile button to reconcile the account to the online balance. So after an update, I can quickly see what was downloaded and modify the category if necessary. By default, downloaded transactions are marked "Not Reviewed" and have a blue dot to the left of their entry. But I changed my workflow a bit and now like the way it works in QM better. I too was missing the downloaded transaction approval of QW. QM has come a long way but it still falls short in some areas. Overall, I agree with /u/telladifferentstory.
#QUICKEN ESSENTIALS FOR MAC 1.7.2 WINDOWS#
I did have an issue with the import and ended up upgrading my Windows version to 2018, exporting my file manually, then importing it into Mac 2018 successfully. My file has about 12 years of data in it. This isn't necessarily ideal, but I'm using them both side-by-side until I can trust the Mac version fully. Although I'm not crazy about the subscription, one positive is that it allows you to run both the Windows and Mac versions. I'm wondering if anyone else has switched? Thoughts?Īfter buying Quicken Mac 2016 a couple years ago and promptly returning it, I recently took the plunge on Quicken Mac 2018. Considering finances is a data-entry-heavy activity, this is a terrible design. The split window is difficult to navigate. How a user actually enter transactions is clunky.There's no scheduled transactions window? I don't understand this.How is this possible!? I do not want them being automatically folded in my register. The downloaded transactions don't pop up for "approval".There no way to exclude transfers in reports which makes them completely unusable for me.A couple of the biggest ones causing me problems right now are the following: Also, I now have my finances on my main computer and this makes me SO happy.Ĭons: it's still missing some really core features. The graphs and forecasting take only seconds (if even) to generate. It makes the Windows version feel so clunky. This past weekend, I bit the bullet and bought the Quicken for Mac version. I currently use a Mac and have an entirely separate Windows computer only for Quicken. Problem is, the only usable version of Quicken is the Windows version.
I have been a Quicken user for more than 20 years now.
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