If you’ve finally had it with the Mac version of Quicken, we’ve taken a closer look at the best Quicken alternatives for Mac of 2020. Quicken for Mac has lagged behind the Windows version for years and even though Quicken 2019 For Mac was an improvement, the decision to make Quicken subscription only was the final straw for many faithful users. Adding New Categories. To add a new category to Quicken, you'll use the Category List window. Click the Add Category button in the upper right hand corner. You'll see the following dialogue box: To create a new category, the first thing you'll need to do is add a name. This is the name that will appear in your category list.
IMPORTANT: This is an outdated tutorial, but still relevant if you are still using Quicken 2015 or Quicken 2016 before it was switched to a new Quicken ID. Updated Quicken 2015 and 2016 have the issue fixed the same way as Quicken 2017 with one exception:
To run Quicken for Mac, you'll need to be running OS X 10.10 (Yosemite) or newer. New Features Introduced in Quicken 2016 for Mac. If you missed last year's version of Quicken for Mac, here's what was available in the previous release: Bill Payment — You can make payments within the Quicken app. Quicken 2017 - Getting Started (this is a companion for Quicken 2014-2016 as well) - Duration: 1:01:02. Quicken Guy 53,445 views. If a budget is central to your use of Quicken, you could create a dummy expense category, like 'Savings' and budget for it. But if you don't have any transactions to this category, your budget will be out of whack; if you create dummy transactions to this category, your budget will work, but your cash account would be.
- For Quicken 2015-2016 for Windows with the latest 2019 update, make sure to disconnect Quicken account from online services. This is important to have Quicken 2015-2016 import QIF files the same way Quicken 2017 works. Your Quicken no longer import transactions from your bank, so the 'online services' connection is useless anyway. Mt power drum kit 2 keygen.
- Edit Quicken account and click Online Services and click Deactivate and save the changes. Black ops zombie mods xbox 360 usb download.
- Proceed to the tutorial(s) for Quicken 2017.
The video is at the bottom of the post.
Quicken 2015 (pre Quicken ID releases) changed the QIF import process into non-cash accounts (Quicken 2016 did the same and Quicken 2017 finally fixed it). Before Quicken 2015, Quicken 2014 and earlier versions imported 'correctly' prepared QIF files even if Quicken 'stopped' officially importing QIF files for non-cash accounts since Quicken 2005.
When you import a 'correct' QIF file into Quicken 2015, 2016 (with the account header part) that imports fine into Quicken 2017, 2014, 2013, 2012, 2011, 2010, 2009, 2008, 2007, 2006, 2005, you will see a message that transactions are imported, but you will not see the transactions when you open the account. There is a trick to see those transactions and get them into the register, but it is much more time consuming than a simple way to convert and import CSV into Quicken 2015 with categories shown below.
(Note: As another option, you can switch from QIF to QFX, but you won't be able to import categories as QFX format does not support them.)
Three easy steps to Import CSV into Quicken 2015
- Torrent ultra mp4 video converter free crack lil. Use the latest CSV2QIF to create expected QIF
- Create an IMPORT cash account in Quicken as a place to import
- Move transactions under bank or credit card account
Get the latest CSV2QIF
- Make sure you are using the latest version of CSV2QIF. Download it from the CSV2QIF download page.
- Start CSV2QIF and load a CSV/Excel/TXT file. Select the QIF target as 'Quicken 2015'.
- Click the Convert button to create a QIF file.
Create an IMPORT cash account in Quicken
Many of our users use 'buffer' or 'import' account approach to import transactions:
- Import transactions into a 'buffer' or 'import' account to review imported transactions in isolated a place.
- Select all transactions and cut and paste them under other 'final' account
For Quicken 2015, you must create a CASH IMPORT account, since the cash type is an only account type that will import QIF files.
Do it in three easy steps.
Call the account 'IMPORT' or something else standing out for as a special account for imports.
Enter the account balance (the screenshot below shows just click 'next', but as I'm writing this I realized that BY ENTERING ACCOUNT BALANCE, YOU WILL NOT HAVE EXTRA BALANCE TRANSACTION CREATED that you see below on screenshots).
Now you have an IMPORT account created.
Import the QIF file into the IMPORT account
Select File, then Import, then, QIF file under the main menu.
IMPORTANT: Select the 'IMPORT' account. The MAIN difference from the guide for Quicken 2014 or earlier is to select 'All accounts' from the drop-down list. In this case, the account NAME is entered in CSV2QIF. For Quicken 2015, you must select the 'IMPORT' account, not 'All accounts'.
Once the QIF file is imported, go to the IMPORT account register.
Review and move transactions to bank or credit card account
Select the transactions there. You may spend little time reviewing transactions, amounts, payees, descriptions, categories. If you see the amounts are reversed (deposits and withdrawals), go back to CSV2QIF and click 'Change +/-' and create a new QIF file. In this case, delete already imported transactions and import a new QIF file. The buffer account approach also proves to be effective as you can import several times without messing with your main account register.
Quicken For Mac Tutorial
Now click the first transaction once, and press the Shift key and click the last transaction to select all transactions. Then right-click on any select transaction and select 'Move Transactions' (not 'Cut transactions', but 'Move Transactions').
The final step is to select an account to move transactions into (your checking or credit card account).
All done!
Now switch to checking or credit account used above and review imported transactions with the categories there.
How about Quicken 2015-2019 for Mac?
Another painful topic is how to import a CSV/Excel/TXT file into Quicken 2015 for Mac as the Mac version of Quicken does not support QIF import at all. There is a way as well:
- Quicken for Mac 2015 imports 'CSV Mint' files that carry the category
- Your CSV file layout may not match expected CSV Mint layout, you have Excel or TXT file
- use CSV2CSV to make your CSV/Excel/TXT file a 'CSV Mint' file
Export Quicken Category List
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Category List Quicken For Mac
Quicken 2012 supplies categories to, well, categorize your spending. For example, you would probably use the Rent category to categorize all the checks you write to pay rent. The predefined categories list may be just what you want. Then again, it may not.
Categories | Descriptions |
---|---|
Income Categories | |
Div Income | Dividends earned from stocks you own |
Interest Inc | Interest income on bank accounts, and so on |
Net Salary | Your net-of-taxes income from a job |
Net Salary Spouse | Your spouse’s net-of-taxes income from a job |
Other Inc | Income that doesn’t fit into another category |
Expense Categories | |
Auto & Transport | The big “catchall” category for auto and transportation expenses |
Auto Insurance | Car insurance premiums |
Auto Payment | Car loan or lease payments |
Car Wash | Car washes and (maybe) detailing? |
Gas & Fuel | Gas, diesel, biodiesel, and so on |
Parking | Parking and hopefully no parking tickets |
Public Transportation | Bus, subway, elevated and commuter trains, and rickshaws (in some areas) |
Registration | Vehicle registration fees |
Service & Parts | Services and repairs expenses |
Tolls | Toll charges |
Bills & Utilities | The big general category for regular bills and utilities expenses |
Credit Card Payment | Amounts paid on your credit card when you’re not tracking this stuff in granular detail |
Home Phone | Land line phone |
Internet | Internet service provider |
Mobile Phone | Cell phone (and text messaging?) |
Television | Cable television |
Utilities | Water, sewer, electricity, and gas |
Cash & ATM | Pocket spending via ATM and mad money |
Deposit to Savings | Not a real spending category, but a shortcut for people who don’t want to set up a savings account |
Education | The general category for education |
Books & Supplies | Books and other school supplies |
Student Loan | Student loan payments |
Tuition | Tuition and lab fees |
Entertainment | Catchall “parent” category for entertainment spending |
Amusement | Hey, whatever spins your propeller |
Arts | Catchall “subcategory” for stuff that follows |
Movies & DVDs | Movie rentals and purchases as well as cinema tickets |
Music | Music CDs, music downloads, street musician payments |
Newspaper & Magazines | Periodical subscriptions |
Fees & Charges | Catchall “parent” category for bank, credit card, and similar fees |
ATM Fee | Cash machine charges |
Bank Fee | Bank fees, penalties, and service charges |
Late Fee | Late fees charged by vendors |
Service Fee | Miscellaneous service charges |
Trade Commissions | Broker commissions |
Financial | Catchall “parent” category for financial services and products |
Financial Advisor | Investment advisor fees |
Life Insurance | Life insurance premiums |
Food & Dining | Another “catchall” parent category |
Alcohol & Bars | Yeah, I wanted to talk to you about this |
Coffee Shops | Caffeine expenditures |
Fast Food | What you should eat less of |
Groceries | What you should eat more of |
Restaurants | Restaurant charges, including gratuities |
Gifts & Donations | The giving “parent” category |
Charity | Gifts to nonprofit, religious, and similar organizations |
Gift | Usually for gifts to family members and friends |
Health & Fitness | The parent category for all your medical and fitness related expenses |
Dentist | Dentistry expenses |
Doctor | Physician’s fees |
Eyecare | Optometrist fees, eyeglasses, contacts, and similar items |
Gym | Fitness club and gym expenses and fees |
Pharmacy | Prescriptions and over-the-counter expenses |
Sports | Sporting expenses and similar activities |
Home | Household expenses “parent” category |
Furnishings | Furniture and accessories |
HOA Dues | Homeowners association dues |
Home Improvement | Home repairs and improvements |
Home Insurance | Homeowners & Renters insurance |
Home Services | Home cleaning and maintenance services |
Home Supplies | Home cleaning and maintenance supplies |
Lawn & Garden | Landscaping-type expenses |
Mortgage & Rent | Mortgage principal payments (for people not tracking mortgage loan balances) and rent payments |
Mortgage Interest | Interest component of a home mortgage payment |
Interest Exp | Interest expense on personal lines of credit and other non-mortgage debts |
IRA Contribution | Individual retirement account contribution |
Kids | Catchall “parent” category for Kids-related subcategories |
Allowance | Kids’ allowance money |
Baby Supplies | Diapers, and so forth |
Babysitter & Daycare | Costs of childcare |
Kids Activities | Little League, dance classes, Karate summer camp, and so forth |
Toys | Toys, games, computer games |
Misc. | Stuff you can’t categorize someplace else |
Not Sure | Stuff you can’t categorize someplace else and yet oddly feel uncomfortable putting into the Misc. category |
Personal Care | The catchall “parent” category for the personal care subcategories |
Hair | Haircuts, colorings, extensions, weaves, and other what-have-you’s |
Laundry | Dry cleaning and other laundry services |
Spa & Massage | Spa treatments, massage therapy |
Pets | The catchall “parent” category for pet-related expenses |
Pet Food & Supplies | What you feed Rover and Twinkle the cat |
Pet Grooming | Dog shampoos, cat shampoos, nail clippings |
Vet | Veterinarian bills |
Shopping | The catchall “shopping” category |
Books | My personal weakness |
Clothing | Work and casual clothing, including shoes |
Electronics & Software | Electronics (including computer) gear and software |
Hobbies | Hobby and craft expenses and activity costs |
Sporting Goods | Sporting and recreational equipment |
Tax | Personal tax expenses “parent” category |
Property | Real estate and personal property taxes |
Travel | Personal travel expenses |
Air Travel | Airplane tickets |
Hotel | Hotel and other lodging charges |
Rental Car & Taxi | Rental cars, taxis, and similar costs (including airport transfers) |
Vacation | Personal and family vacation expenses |