Thank You Went with Quicken for Mac 2016 Will serve the purpose.But now I remember why I left QuickBooks. Waiting for an operator in Mtaylasia is a drag.
@motivationindrive85148 жыл бұрын
+Lynn Hill you do realize its the same company that owns both quicken and quickbooks right?
@dianaharrison84408 жыл бұрын
Thx for the tip on changing the font size in the register. That worked. Now if I could change the account list font size and other parts of the page! The Windows font is set at 250%
@schoolproject088 жыл бұрын
Hi Nate. I appreciate you making these videos. I've been considering Quicken, and your videos are helping me decide. However, I have a few questions I was hoping you could answer. It looks like you are able to name your own payees, is that accurate? Are you able to categorize the expenses yourself? Can you create some of your own expense categories? Can you look up how much you've spent by both payee and time period? Are you able to reconcile accounts?
@Topfinancialtools8 жыл бұрын
Yes, you can name your own payees and categorize transactions yourself if you prefer. You can create your own categories and subcategories, or you can use the built in ones. You can look up how much you've spent by almost anything, including by payee, category, time period, tag, account, etc. You can also reconcile accounts using either the current online balance or the balance on your last statement. I hope this helps answer your questions. You can check current prices on the different Quicken versions at www.topfinancialtools.com/quicken-comparison-chart-fullpage/
@stefancameron8 жыл бұрын
Good overview, thanks!
@Topfinancialtools8 жыл бұрын
+Stefan Cameron Glad you liked it!
@rtaylor33508 жыл бұрын
I've been using Quicken since it began, 83/84. I recently updated from Quicken 2012 to Quicken Home and Business 2016. I thought there would be an area to create vendor accounts within the business section. I want to enter all the vendors I have purchased from in previous years to date with the amounts so I can have a better idea when prices go up. Right now, I'm just searching through organized email folders. Where is the option to create individual vendor account?
@sherriboxer6118 жыл бұрын
Hi Nate, I currently use QB PRO-2014....but I was thinking of switching to Quicken so I can upgrade to Windows 10. Which Quicken 2016 is similar to QB Pro 2014??? I use it for a small business account --mainly for the P+L reports for my accountant. I DO NOT use it to actually write/submit checks....really just need it to input my Income/Expenses etc...and be able to print out quarterly P+L statements...any info would be great....thanks..sherri
@Topfinancialtools8 жыл бұрын
+Sherri Boxer Quicken Home & Business would be the best match for you if you want to switch to Quicken. Keep in mind though that Quicken does not work exactly like QuickBooks. It does not support double-entry bookkeeping. If double-entry bookkeeping is something you need, I would recommend sticking with QuickBooks. However, if you only need to track income and expenses and print out a quarterly P+L statement, Quicken Home and Business will work just fine. If you want to try Quicken, you can check current prices at www.topfinancialtools.com/quicken-comparison-chart-fullpage/ If you want to stick with QuickBooks, you can upgrade to the 2016 version. Check prices at www.topfinancialtools.com/quickbooks-comparison-chart-fullpage/
@davidwebb95818 жыл бұрын
Who was the genius at Intuit that determined that Mac users do not need the same features of Quicken as Windows users. I'm still waiting for Quicken to catch up to what it was in 2002.
@xplus29208 жыл бұрын
Is it Quicken that has the feature of a 30-day calendar view where it plots your bills, due date, and amount due along with a current daily balance in the account you want to monitor?
@Topfinancialtools8 жыл бұрын
+Xplus2 Yes, it does have that feature.
@JeffSpeers8 жыл бұрын
Will the Quicken 2016 Deluxe allow synchronization between the Windows desktop program and the app installed on my wife and my cellphone? The main reason is so we can instantly see transactions. If she enters into her phone app she spent $8 at McDonald's I would like for the data to be real time synchronized to the desktop software and my phone app. Will it support doing so?
@Topfinancialtools8 жыл бұрын
+Jeff Speers It doesn't quite sync in real time, but if you open Quicken on your computer and sync it, it will pull in all the transactions entered from the phone app.
@shawnnorman32478 жыл бұрын
What if I don't sync it with back by giving my password etc, Do you recommend manually downloading the info and if so how often can I download the info. Is it smart enough to only override previous info for the same week for example. Or should I just continue entering it all manually with no data since in 2017 that feature will be gone?
@Topfinancialtools8 жыл бұрын
+shawn norman You can sync manually any time you want by downloading the transactions from your bank's website and importing them into Quicken. It should automatically detect any duplicate transactions, so nothing should be overwritten.
@kumatif8 жыл бұрын
I have been using Quicken 2003 for my business and personal accounting. It has worked great for the last 12 years. Now it will not run on my new computer. There is no part of my needs that I need quicken to access online, no bill pay, no downloading from banks or credit card companies. I have been using it as a stand alone program. Now, apparently I have to upgrade. Any recommendations.
@Topfinancialtools8 жыл бұрын
I have created a comparison chart at www.topfinancialtools.com/quicken-comparison-chart-fullpage/ to help people figure out which version to get. Here's the short version: 1. If you track business expenses, get the Home & Business version 2. If you don't need the business portion, but you do track investment accounts, get the Premier version 3. If you don't need to track business expenses or investments, get the Deluxe version. Don't get the Starter version unless you are a new Quicken user with no previous data to import. Starter does not allow you to import from previous versions of Quicken.
@jndorso8 жыл бұрын
I installed Quicken 2016 Starter late last year. I've not used it for several months and when I now try to open it I get "Update failed". How do I catch up?
@Topfinancialtools8 жыл бұрын
Jim, That typically means Quicken had a hard time downloading the update for some reason. Usually, just closing then reopening Quicken will solve the problem. If that doesn't work, you can download the latest updates manually at assistant.quicken.com/patch/QW2016R8MPatch.exe
@lindak.36508 жыл бұрын
I use Quicken 2014. I am satisfied with how it works for me, should I still upgrade to 16 or wait for 17. Will 14 synch with both?
@Topfinancialtools8 жыл бұрын
+Linda K. Quicken 2014 will continue working with full functionality until April 2017, so you should be fine with keeping 2014. However, if you would like to take advantage of the newest features (like online biller synching), you'll have to upgrade the latest 2016 version.
@glorianavarro61178 жыл бұрын
Can you please tell me which version of Quickens Can I use to create expenses ledgers for for different McDonalds stores? Also, I need to see a mid-month expenses and projections.
@Topfinancialtools8 жыл бұрын
I would recommend QuickBooks instead of Quicken if you are tracking expense ledgers for multiple stores. Quicken is more for small home-based businesses and personal expenses. You can take a look at the different versions of QuickBooks at www.topfinancialtools.com/quickbooks-comparison-chart-fullpage/
@CherryACR8 жыл бұрын
Thanks for this video!Could you tell me if Quicken can sync to pretty much any bank's account? Has there been any reported trouble with any particular bank?Thank You
@Topfinancialtools8 жыл бұрын
+Cherry Mama It depends on your bank. We have never had a problem with any of the banks we use. If your bank doesn't allow automatic syncing, it should still allow you to download the transactions manually on the bank's website, then Quicken will import them.
@lynnhill86668 жыл бұрын
I am very confused. I am looking for a Mac program for small business and personal. I really think the Quicken Property Managent program but it is not available for Mac. Can I Download the Mac Quicken 2016 Program and still split accounts from pro Checking accounts??
@Topfinancialtools8 жыл бұрын
+Lynn Hill There is only one version of Quicken that works on Mac. It has similar features to Quicken Deluxe for Windows. The Rental Property version of Quicken is only available for Windows. However, you can still have multiple checking account and you can split transactions. The Business and Rental Property versions just add additional tools to track business expenses and rental properties. You can compare all the features for each version at www.topfinancialtools.com/quicken-2016-comparison-chart-fullpage-b/
@TheBlackstarrt8 жыл бұрын
My dad is wanting to get this and he was going to get it. But, after I read a lot of reviews on Amazon. I don't think it's worth it for him. He is 50 years old and not very computer savvy. Do you recommend a more user friendly product? As well, according to amazon reviews, they are saying that Intuit is going to sell of quicken and people will lose support.
@Topfinancialtools8 жыл бұрын
You could try looking into Mint.com. It is not as fully featured as Quicken though. As far as Intuit selling Quicken, yes, this is true. It already happened in March 2016 and so far it is very good news for Quicken users. The new owner, H.I.G. Capital, is committed to improving Quicken and providing better customer support. You can read more about it at www.topfinancialtools.com/blog/inuit-sells-quicken/
@TheBlackstarrt8 жыл бұрын
Top Financial Tools Sounds like a good acquisition. And Mint.com, okay ill look it up and see if that can match his needs. Thank you for the timely response.
@dianaharrison84408 жыл бұрын
thank you for you great tutorial. I just updated Q13 to Q16 onto my computer using Windows 10. Plus I downloaded the Patch 7. Some of the fonts are very small, the tabs at the bottom of the transaction page are not showing as tabs but showing as layered folders (very hard to read), and only 2 of my account passwords transferred out of 14. I have uninstalled the program, reinstalled with my virus protection turned off and still hasn't resolved my problems. Any suggestions?
@Topfinancialtools8 жыл бұрын
+Diana Harrison I haven't seen that problem before. One suggestion would be to try adjusting your Windows DPI setting. You can find it by going to the control panel, then display. Make sure the DPI is set to 100%. Another option you can try is to change the font size in Quicken itself. Go to Edit->Preferences->Register. Then click on "Fonts..." and increase the font size.
@lynnhill86668 жыл бұрын
There doesn't seem to be a quicken business for Mac??
@Topfinancialtools8 жыл бұрын
+Lynn Hill No, unfortunately there is not a business version for Mac. You can see all the features of each version at www.topfinancialtools.com/quicken-2016-comparison-chart-fullpage-b/
@cathgreenwood8318 жыл бұрын
I'm currently using Q2006 H&B, do you know if I'll be ok to move straight to 2016 please?
@Topfinancialtools8 жыл бұрын
+CATHRYN GREENWOOD Yes, you can move straight to 2016. It will convert anything from Quicken 2004 and newer. You can check current prices at www.topfinancialtools.com/quicken-comparison-chart-fullpage/
@cathgreenwood8318 жыл бұрын
That's great thanks. Unfortunately they won't let me by a disc, or even download as I live in the UK :(
@vishino9 жыл бұрын
how much of its features would be lost if i use outside the US? I live in Poland.
@Topfinancialtools8 жыл бұрын
+Aleksander Bilnik Quicken does have support for multiple currencies. You can still use most of the features. The biggest thing you would lose is downloading transactions directly from your bank. You would have to enter them all manually unless your bank supports exporting them to Quicken format.
@ToySldr788 жыл бұрын
How does Quicken work better than Mint.com as far as tracking expenditures?
@Topfinancialtools8 жыл бұрын
+AJ Hushen Quicken allows you to customize things more than Mint.com. In Mint, you can create subcategories, but you can't customize top level categories. Quicken allows you to customize all the categories. You can also reconcile against your bank account information, which you can't do with Mint. Quicken also works better for tracking expenses for tax purposes and you can transfer tax-related expenses straight to your tax return if you use TurboTax.
@ToySldr788 жыл бұрын
+Top Financial Tools I dislike the customization on Mint.
@lynnhill86668 жыл бұрын
Also can I load all my accounts from 2015?
@Topfinancialtools8 жыл бұрын
+Lynn Hill Yes, your 2015 Quicken data file and all the accounts in it will transfer over to Quicken 2016. It will do this automatically during installation.
@kellymangan69748 жыл бұрын
anybody know what to do if your biller isn't lasted in the bill sink list. Can we manually add it or anything. Also, has anyone tried adding a biller and put in the correct username and passwords but you still keep getting errors?
@Topfinancialtools8 жыл бұрын
+kelly mangan The biller online synchronization feature only works with billers that are listed. You can still manually add bill reminders, but won't get the full biller synchronization.
@BlairSlavin8 жыл бұрын
Wasn't sure if this was for Windows or Mac as they are suppose to be different.
@Topfinancialtools8 жыл бұрын
+Blair Slavin This is for the Windows version. The Mac version is substantially better this year than it was prior to the 2015 release, but it still doesn't have quite as many features as the Windows versions.
@nicolaasworp89618 жыл бұрын
still have a lot of trouble downloading Vanguard info
@Topfinancialtools8 жыл бұрын
Nicolaas, Some financial institutions don't support Quicken as well as they should. It usually isn't a bug with Quicken, but rather a lack of full support from the financial institution. I haven't used Vanguard, so I can't say for sure, but I assume this is the reason you're having trouble.
@GIJOE3k8 жыл бұрын
Is the mobile app for Quicken 2016 any better then the Quicken 2013 mobile app? The mobile app for quicken 2013 was a terrible product!! I really miss the days of "Pocket Quicken"! It just worked!
@pathughes10408 жыл бұрын
I saw a comment on another review of 2016 and he said because 2016 is so buggy they have discontinued it. Is this true? Why can't Quicken stop putting out so many new versions and bilking all our money and just wait until they have made sure the bugs are gone and that it does in fact work. It doesn't seem like they care about the consumer at all. All they want is money and more money.
@Topfinancialtools8 жыл бұрын
+Pat Hughes That is not quite correct. Intuit has decided to sell its Quicken business unit to another company. In fact, there was just a news release this morning from the Quicken head, Eric Dunn, talking about how the buyer of Quicken is now finalized and they are committed to improving the product. This is great news for Quicken as it will be managed and cared for better than it was under Intuit.
@Ekl498 жыл бұрын
All that is fine, but it really isn't that new and improved. What quicken (and Turbo Tax) has to handle better is options transactions.
@Topfinancialtools8 жыл бұрын
+Edmund Klebe I totally agree with you. I have always wished Quicken would track options better. It does great with stocks though.