This includes all the basic information such as the Amount, Date, and Payee. This will toggle the Transactions Inspector, which provides all of the available details about a transaction. From any transaction, press Option + Command + I. Your register is a great way to look at transactions at a glance, but what if you want to see all of the information Quicken has about a transaction? In that case, you can use the Transactions Inspector. Dive deeper into a transaction with the Transactions Inspector
#Cnet review quicken for mac update#
If you aren't on the latest version, you can update right from that screen.
#Cnet review quicken for mac software#
It will let you know if you are on the most current software version. If you want to check to see if you are on the latest version of Quicken for Mac, in the main menu select Quicken → Check for updates. You can edit these details and make any necessary changes to your transaction. This includes information such as the Memo, Tags, Splits, and Attachments. See transaction detailsĭo you want to see the details of a transaction? If you have selected a transaction, you can use Option + Command + E to see the details for that transaction. Just select all the register transactions you want to edit, and press Command + I. Select Next under Other Bill or Income, then follow the on-screen instructions to enter your income reminder.ĭid you know you can edit multiple transactions at once? This is a great shortcut when you need to change the Payee, Category, Tag, Memo, or other information for multiple transactions. To schedule a reminder, find a paycheck or other regularly occurring income in your register and use Control + Click to see a menu of actions. Remind yourself when income is comingĭid you know you can schedule a reminder to let you know when your paycheck or other income is coming? This is a great way to help you get more information about your cash flow. The Tags screen also has a search feature, which is handy if you use a lot of tags. You can use the Tags screen to view your current tags. Access your Tagsĭid you know you can easily access all of your Tags? You can use Shift + Command + T or go to Window menu → Tags to see a list of all your Tags. Set your opening balance and select Finish. To create a cash account go to Accounts > New > Cash. Cash Accountsĭo you want to keep track of the cash you spend? You can start a cash account and track it manually.
Your calendar will also show balance projections. You can also choose from different date ranges. You can look at the projected balance for all of your accounts or choose a single account. You may also see an alert at the top of the Quicken screen Get your projected balanceĭid you know Quicken can forecast what your bank balance will be? Go to Bills & Income, then select Projected Balances. You will then see the Account Status window. You can find out what the issue is by selecting the orange dot. An orange dot means there is an issue with that account. A blue dot means there were new transactions added at the last update. These dots let you know the status of that account. You may notice different colored dots next to your account names on the sidebar. What do the dots next to your account names mean? You can also use the Account Status window to update individual accounts. You’ll see what accounts were updated, how many new transactions (if any) were downloaded, and the date and time of the last update. Get more information about your last account updateĭo you want to see what was updated the last time you updated your accounts? Go to Window menu → Account Status. This brings up a menu that allows you to Edit a Security or see an overview (a web page that has news and information). Click security names to see more informationĪ quick way to get more information or edit a security is by clicking on the security name in the Portfolio View or in the Investment Dashboard for the Holdings and Top Mover cards. From the list, you can see what securities you are tracking, edit or delete those securities, and add new securities. See all your securities in one placeĭid you know that if you use Quicken’s investing features, you can quickly bring up a list of your securities? You can access your Security List by going to Window menu → Securities or pressing Shift+ Command+ R. The more you know, the better your Quicken experience will be. You’ll find tips here for both beginners and power users. To help you find new ways to use and improve your Quicken experience, we’ve assembled a number of tips. There are so many features that it is easy to miss many of the things you can do. Quicken is a powerful personal finance tool with a wealth of features.
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