5 days ago - Learn how this app can help you better manage your finances. You can import data from Quicken for Windows or Quicken Essentials. Free trial, which you can get at the IGG Software website or the Mac App Store. Intuit has released Quicken Essentials on the Mac App Store. Quicken Essentials for Mac, a basic starter edition, helps you manage all of your personal finance in one place, so you can see where.
When I Sync to Mobile on my Mac Desktop, the transactions are entered into the Mobile App on my iPhone, but the account balances are not correct. Also, on the Mobile App in the Overview/Accounts, it says that all my accounts were updated 4 days ago, which is when I updated my Quicken for Mac 2017 software. They never seem to update. I contacted Quicken support and they keep telling me to go to the Preferences/Mobile & Alerts/Advance tab, but Quicken for Mac does not have that tab. How can I get my accounts to show the updated information on the Mobile app?
Yes, I am running version 4.6.2. Thank you for letting me know where the Reset is, and it worked perfectly to update all my accounts. It now says they were updated 2 minutes ago. But, none of the balances on my checking, savings or credit card accounts match Today's balance or the Projected balance shown by the desktop application.
This discrepancy started 4 days ago when I downloaded the update Quicken asked me to do due to their separation from Intuit. Do you have any advice for how to bring the Mobile app and Desktop app back into sync?
Having a similar problem. One closed credit card, hidden on Mac desktop, still shows on Mobile Quicken. One credit card with $0.00 balance shows $0.74 balance on Mobile Quicken. One checking account on Mobile Quicken shows $0.03 less balance than on Mac desktop Quicken.
All Mac Desktop Quicken data is accurate, but errors go to both iPad and iPhone Mobil Quicken. Mobile Quicken has been deleted and restored, server has been reset multiple times, errors remain. All since migration to Quicken cloud server. UPDATE: Deleted Quicken Mobile on both my iphone and iPad at the same time, reloaded, and the account amounts are now corrected, however, the closed account continues to show.
Just reporting back to this thread that I have been using Quicken for Mac 2016. It has been working well and has had many updates - they actually are working on the software and making it better. So I'm a happy camper. Looking at some of the issues I brought up: Still not there, but I've got a Hazel task that zips any manual backup I make and moves it to an archive folder on my server. They've added the annual budget. I figured out a workaround for the problem by using hierarchies of categories and rearranging.
I discovered that I could put the Quicken data in a Dropbox folder, so now I get access from different computers, even when not at home! They've also vastly improved the reconcile feature.
Only thing that is still awkward is investment transactions. Click to expand.These are the shortcomings relative to the Quicken for Windows I had been using:.
My investment accounts are linked to cash accounts. This apparently is not supported in Quicken for Mac as they aren't linked.
Entering in a dividend now requires two entries, the second for the cash transfer, and entering the cash transfer requires adding a split containing only one item (!) the transfer. In Quicken for Windows I had bonds at $1/share rather than 'Quicken Shares' (a $1000 bond would be entered as 1000, not 10 Quicken Shares). Import into Quicken for Mac messed everything up - I had to edit all purchases, sales, and bond prices, for all my history in order to make reports look correct. Even worse, often adding prices or editing existing prices, the new prices would not 'take' and I'd have to edit repeatedly. When a mutual fund issues a dividend and capital gains, I now have to make separate entries for the dividend, short term, and long term capital gains rather than a single entry.
And of course the third or forth entry for the transfer to the cash account. Additionally, I haven't been able to come up with a way so that income from tax deferred accounts (401Ks, IRAs) don't appear as income while those from taxable accounts do.
Quicken for Windows didn't handle it right nor does Moneydance. I can deal with this for taxes all right (I don't export tax information from Quicken), but want a correct Income calculation for budgeting.
There's no description anywhere of how Quicken (or Moneydance, for that matter) calculate Income. On the Budget pane, my income shows as $0. On the Overview pane my spending is correct but 'Net Income' bounces all over the place and in some months is negative. For instance this month it shows $-X saying it comes from 88 transactions and splits.
Yet when I double click to see the breakdown the total becomes a positive 3.5X from 8 transactions, the correct amount. Very maddening! On the other hand it implements transfers between accounts as two transactions using an intermediary account named 'Transfer'. This looks awkward at first but it allows me to ignore the 'Transfer' account in reports so that transfers don't artificially inflate income and expense numbers. When I moved from Windows to OS X back in 2008 I had to replace Quicken. Not that I liked Intuit any longer. Back in the 90's they sunsetted the banking features I used meaning I could no longer do bill paying through Quicken.
So I evolved a system which includes a spreadsheet, my bank's billing paying feature and MoneyDance. In MoneyDance I track several bank accounts, several retirement accounts and some stocks. It does all of this easily. MoneyDance also has a bill paying feature but after being burned by Quicken I won't go back to use the integrated features.
Then came all the hacks. Not for MoneyDance but for a lot of other places. Target and other retailers have been mentioned. By using my bank's bill payment feature I only have a single point of failure, not multiple points of failure.
So where does the spreadsheet come in. It allows for a check and balances system and is used for budget planning and tracking purposes.
When 2 sources out of the 3 agree, I go and find where something was missed or not recorded yet. It has been highly beneficial through the years and is now going on 16 years I believe of growth. MoneyDance, in 2008, was one of the few financial packages that would import in our old Quicken files.
As noted it took some effort to get all in error free but it was finally accomplished. Any package that stores my information online is discarded immediately. It is only a matter of time before any system is breached. Or if a system goes down then it will be hard to recover information. No, I want my data on my computer where I can back it up and track it more closely.
As previously mentioned, I have been watching this thread in the hope a miracle happens and a decent software solution comes along. I still have Moneydance but the graphical display of information is terrible and very cartoon looking. I do like the written reports it gives me in each spending group. I have just given the trial of iBank (Banktivity) a go and do like the graphical display, but then the textual reports aren't as nicely laid out as Moneydance, so I can't seem to win.
Ive also emailed them a few questions, however the support is non existent as I've not heard back. I now appear to have tried every app going but can't find one that simply allows me to add my transactions via a QIF file and then see them in graphical categories. I still wish you could try the quicken products before purchase just so I could check it does what I need it to do. Im sure it does but again, I can't justify the spend and go through the hassle of trying to get a refund. As a UK customer, theres not much about. As previously mentioned, I have been watching this thread in the hope a miracle happens and a decent software solution comes along.
I still have Moneydance but the graphical display of information is terrible and very cartoon looking. I do like the written reports it gives me in each spending group. I have just given the trial of iBank (Banktivity) a go and do like the graphical display, but then the textual reports aren't as nicely laid out as Moneydance, so I can't seem to win. I now appear to have tried every app going but can't find one that simply allows me to add my transactions via a QIF file and then see them in graphical categories. I still wish you could try the quicken products before purchase just so I could check it does what I need it to do.
Im sure it does but again, I can't justify the spend and go through the hassle of trying to get a refund. As a UK customer, theres not much about. Click to expand.After many, many years I've grown to despise Intuit. It started with my bad experiences with Turbo Tax (mostly customer support/service) than it spilled over into Quicken, which I used to like. I went on a search to find another financial alternative and, eventually, found iFinance 4. It has all of the features I need. There was a learning curve, coming from Quicken.
The written documentation isn't as useful as I'd like. I would have wanted to see more details.
However I did figure it out and can't see myself going back to Quicken. I also have iFinance on my iPad and iPhone. The synchronization is somewhat clunky but I've devise a 'work around'. The problem is that it doesn't sync correctly when you have the same database open on more than one device at the same time. After seeing how the price of Quicken continues to escalate, I'm so happy to have iFinance.