Quicken 2015 makes life easier for individuals and investors (including especially real estate investors and small-business owners). But that doesn’t mean you want to spend any more time working with each whistle and bell in Quicken 2015 or reading more about the software program than you have to. Here are quick summaries of stuff you can do and information you can employ to make using the world’s most popular financial record-keeping tool easier and more profitable.

Windows Tricks for Quicken 2015 Users

2 QuickBooks for Mac 2016 User’s Guide. The Intuit logo, QuickBooks, Quicken. TurboTax, among others, are registered trademarks and/or registered service marks of Intuit Inc. Other parties’ marks are. Quicken for Mac software and the Quicken App are not designed to function outside the U.S. Note that no Mac personal finance app will import Quicken files 100% perfectly – there will always be some manual correction necessary. Multiple Currencies; For those that travel a lot or that deal with foreign transactions regularly. The Mac edition of Quicken is still lagging behind when it comes to multiple currency transaction support. Training Manual For Quicken Quicken for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with. 6.8K Quicken for Mac. February 2015 edited August 2018 in New to Quicken/Getting Started. Good afternoon, There is no user manual, per say, for Quicken. Quicken Essentials, the first new version of Quicken for the Mac since 2007, finally ships Thursday, at a retail price of $59.99. Quicken Essentials takes a page from Mint in its approachability.

Quicken “plays” well with Windows. Accordingly, you can use a handful of standard Windows tricks to make your use of Quicken financial recording program easier — and faster.

• To move quickly to list box entries that begin with a particular letter, press the letter.

• To select a list box entry and choose a dialog box’s suggested command button, double-click the entry.

• To move the insertion bar to the beginning of a field, press Home.

• To move the insertion bar to the end of a field, press End.

• To close a window or dialog box, click its Close button in the upper-right corner. (The Close button is the little box with an X in it.)

• To minimize a window, which shrinks it to a tiny picture, Windows users need to click the first button in the upper-right corner — the one that looks like an underline. (Windows then places the minimized program on the taskbar.)

• To maximize the Quicken desktop so that it fills the entire monitor screen, click the middle button in the upper-right corner of the application window if the button shows one window. If the middle button shows two windows, the desktop is already maximized. For previous Windows versions, click the up arrow in the application’s upper-right window.

• To do a Help yelp, press the F1 key. This key works just about anywhere. Don’t press it in a crowded theater, though.

• To start another application in Windows, click the Start button.

• To switch to another application, click its button on the taskbar.

• To change any document’s window size, position the mouse pointer on the window border and then click and drag the border. (If you can’t see the border because the window’s been maximized, click the middle button — with the two windows in it — in the upper-right corner.)

Cool Date-Editing Tricks for Quicken 2015

Within the Quicken accounting program (and it doesn’t matter whether you’re using Quicken Starter Edition, Quicken Deluxe, Quicken Premier, Quicken Home & Business, or Quicken Rental Property Manager), you enter dates again and again: the date you write a check, the date you record a deposit, the date you reconcile an account, the date you receive a dividend on some investment, and so on.

Fortunately, you can use several very cool, extremely handy date-editing tricks. Specifically, if the selection cursor is in a Date field, you can do these things:

4 Tasks Every Quicken 2015 User Should Perform

Quicken For Mac 2015

Working with a richly featured, mature financial record-keeping software program like Quicken 2015 can present a bit of a challenge. The Quicken software just does so much. Here are four tasks that every Quicken user should perform on a regular basis:

• Set up Quicken bank accounts for all your checking, savings, and money market accounts — and then use the Quicken software to carefully track the money that flows into and out of these accounts. Maintaining even just this simple cash accounting system lets you more easily monitor your finances, budget for the future, and identify money-saving tax deductions.

  Just one quick aside for small businesses and rental property investors: The Home & Business and Rental Manager versions of Quicken let you easily set up and run simple cash-based accounting systems for a home-based business and for real estate investments. Use these great tools if you’re a real estate investor or business owner!

• Use the Retirement Calculator to estimate when and how you can retire. Especially with the financial meltdown in the past decade, people need to get more proactive both about saving for and planning for retirement.

  To use the Retirement Calculator, display the Planning tab, click the Planning Tools button, and choose the Retirement Calculator command. Here’s a free financial planning tip: Invest some time in figuring out how to really economize on your investment-related costs, because these costs (mutual fund expense ratios, financial advisory fees, trading costs, and so on) can eat away at your profits in a fashion that most amateur investors don’t understand.

• Create a category list that makes tracking your spending and tax deductions easy. Within Quicken, you organize your financial information using income and deductions categories. Any stream of income you want to separately track or monitor, for example, requires its own category. And any expense that you want to regularly tally — perhaps the expense represents a tax deduction — also requires its own category. You can set up categories by choosing Tools→Category List.

• Balance bank accounts each month with only a few minutes of effort by clicking the Actions button and then choosing the Reconcile command. (The Actions button appears in the upper-right corner of the Quicken window whenever a bank register shows.) Reconciling a bank account lets you catch and correct bookkeeping errors with your accounting records.

Quicken 2015 Shortcuts That Save You Time

Quicken For Mac 2015 Manual

Want to save time working with the Quicken 2015 program? Consider using and memorizing a handful of the keyboard shortcuts listed in the table here. Using Quicken keyboard shortcuts requires a bit of memorization work up front, but it usually pays rich dividends in the form of data-entry time savings.

5 Free, Reliable Websites for Quicken 2015 Users

The web represents a treasure trove of information about personal finance, small business, and tax accounting that Quicken users will appreciate. Individuals, investors, and small business owners just beginning their research, however, often aren’t sure which websites offer the most reliable information. Here are half a dozen sites that provide lots of reliable information you can use.