How To Copy A Report From 2017 To 2018 On Quicken For Mac

Intuit Quicken Crack With Patch PreActivated Plus MAC 2018 for Windows and Quicken Home And Business 2016 Crack for Mac are available for free download. The fastest 2017 makes managing your money easier than ever before. Go to the 'Reports' menu in Quicken and run the report you wish to export to Excel. If needed, change the date range of the displayed data using the drop-down menu to access the information you need. Type the name of your bank in the 'Enter Your Bank's Name or URL' field. Alternatively, you can type your bank's website address instead. Click the 'Search' button, then click on the name of your bank from the results that appear below.

Quicken has been the default personal finance manager of Mac users for years. But despite its ubiquity, I still run across many Quicken users who aren’t getting the most out of the program, because they don’t know some simple tricks that can make it easier to use. Here’s my top-ten list of tricks every Quicken user—from novices to experts—should know.

1. Customize the keyboard

If you don’t like Quicken’s default keyboard shortcuts, change them or add your own. Just hold down the 1 key and choose the item you want to customize from the menu bar. In the Edit Command Key dialog box, you can enter your preferred shortcut.

2. Don’t open Quicken

Need to quickly record an expense? Just tap the key you’ve configured to launch Dashboard, and then use the QuickEntry widget that was introduced with Quicken 2007. You can make entries in any of your Quicken accounts; those entries will be automatically imported into your account registers the next time you launch Quicken.

3. Unclutter your categories

Quicken’s categories are the key to tracking your spending. But even though some of Quicken’s default categories may not work for you, those categories will still appear every time you view the Categories & Transfers window or use the pop-up category list in the account registers. Get rid of categories you’ll never use by choosing Lists: Categories & Transfers: Remove Unused Categories.

4. Use classes

Quicken makes it easy to create categories for all your financial transactions—perhaps too easy. For example, let’s say you want to track individual medical expenses for you and your spouse. You could create two subcategories under the Medical category. But what about your kids? Do you really need a different Medical subcategory for each family member? If you do, and if you apply the same logic to your other expenses, you’ll soon have an unmanageable number of categories and subcategories.

The smarter thing to do is to create classes in Quicken. Classes are distinct from categories, so they can further define a transaction that has already been assigned to a category. For example, you might create a class for each of your family’s members. Just choose Lists: Classes, click on the New button in the Classes window, and add a new class name. Then, during data entry, you can assign a class to a transaction by appending a forward slash and a class name to the category name. For example, you’d enter Medical/Bob for one of Bob’s medical expenses.

Once you’ve set up these classes, you can easily generate a report for the entire family’s medical expenses (sorting by category), another for all your expenses (sorting by class), and a third for just your medical expenses (sorting by both class and category).

5. Calculate faster

If you want to make a quick calculation while you’re entering data in the account register, you don’t have to reach for the calculator on your desk or in Dashboard. Instead, Quicken’s QuickMath feature gives you a simple “paper-tape” calculator (like an old adding machine) right in the account register. Here’s how to use it: While you’re in any field that you can enter an amount in, press an arithmetic-operator key (+, –, *, /, or =) to open the QuickMath paper tape. Enter the numbers you want to calculate, pressing an operator key between each number. When you’ve entered all your numbers, click on the Total but-ton at the bottom of the paper tape (or press enter). Quicken does the calculation and places the result into the field.

Inflation Rate From 2017 To 2018

6. Don’t skip backups

Your Quicken data file is one of the most important files you have, and a good backup is a must. Quicken will back this file up automatically, but you can customize the backup location. A second hard drive is ideal. Choose Quicken: Preferences, and then go to the File Backup pane. Make sure that the Automatically Back Up The Data File To Disk option is selected; then click on Choose and navigate to a folder on your external hard drive. If you have a .Mac account, you can also automatically back up to your iDisk. Security is ensured because the backup file is compressed and encrypted with a password.

7. Set a schedule

A good way to keep on top of your finances is to set aside the same time each week to do your bills. If you use online banking, you can increase efficiency by having Quicken download your statements and update your accounts each week before you begin. Choose Online: Scheduled Updates; then, in the resulting dialog box, set the day of the week and the time for the automatic update. At that time, Quicken will launch silently in the background, download your financial data, and quit. When you’re ready, you just open Quicken and work with your updated information.

8. Reconcile instantly

Reconciling your accounts can be a pain, but if you use online banking, it can be almost painless. All you need to do is turn on automatic reconciliation. In Quicken’s preferences, open the Auto-Reconcile pane. Choose the account you want to automatically reconcile (it must be a checking, savings, or credit card account) from the pop-up menu; then select the Enable Auto-Reconcile option. I also suggest that you select the Auto-Reconcile Without Reminding Me option. That way, when your Quicken balances and your bank’s balances match, you won’t even see the Reconciliation dialog box.

9. Make online payees smarter

When you download transactions, they often appear with somewhat inscrutable payee names. For example, when I buy groceries with my debit card, the charge shows up with this payee name: Safew0000000000CA 1724. Quicken’s Smart Payee feature can help. In the Download Transactions window, select the payee name and type over it with a new name (I chose Safeway ); you can also make changes in the Category and Memo fields. Then click on the Record button. Quicken saves the new Smart Payee name for the transaction, and replaces the old name with the new one in all that payee’s past transactions. In future downloads, the original payee name will be automatically changed to the Smart Payee name.

Cost Of Living Increase From 2017 To 2018

10. Track your inventory

Your money is important, but so is your stuff. Use the included Quicken Home Inventory program to list all of your possessions for insurance purposes. Integration with iPhoto allows you to keep photographic documentation of your valuables. Just as important in the event of a disaster is being able to access your important papers; the Emer-gency Records Organizer lets you enter data and print a report containing emergency contacts, financial and insurance information, vital documents such as birth certificates and your will, and more. You’ll find both of these programs in the Activities menu.

[ Tom Negrino is the author of a number of books on Quicken, as well as a coauthor of Dreamweaver CS3 Visual QuickStart Guide (Peachpit Press, 2007). ]

Keyboard Shortcuts: Customize your shortcuts with Quicken’s Edit Command Key.Fast Calculations: Quicken’s built-in QuickMath feature is a simple, paper-tape–style calculator.Scheduled Updates: Download account data from your bank automatically; your information will be up-to-date the next time you launch Quicken.

If you're looking to replace Quicken, you're in the right place.

For years, Quicken was the name in personal finance software.

But let's accept reality – Quicken breaks a lot. It doesn't sync your accounts randomly, you have password problems, screens that should appear are blank, and it's just not a great experience anymore. Sometimes it feels like they're just getting you to buy the newer version, right?

Quicken was once the most popular and powerful personal finance management software out there.

But Quicken isn't what it used to be. It's hard to innovate a platform built in 1983. Back then, cell phones were bricks (if you could afford one) and apps were what you ordered at a restaurant. Quicken has faced a lot of technical issues and its support is meh at best. (if you own Quicken for Mac, you know this headache first hand)

In 2010, Intuit acquired Mint for $170 million. In 2016, Intuit sold Quicken to private equity firm H.I.G. Capital. That tells you something.

Look:

If you're tired of Quicken, its support and sync issues, and want a suitable free alternative or replacement – we have some options.

Here are some of the best Quicken alternatives available:

Our Best Picks

Why It'll Work For You
Personal Capital is our Editor's Pick as the best Quicken alternative because it covers nearly as much ground as Quicken (no billpay) and regularly updated so you don't have to worry about sync problems. It has a solid suite of investment tools, a robust budgeting system, and portfolio analysis that beats the rest. It's free.
>> Learn More about Personal Capital

Hands down the best spreadsheet automation tool on the market. If you want to move to a spreadsheet you can customize to exactly what you need, Tiller will pull the data for you. You can build it from scratch or use a template, and Tiller will save you a ton of time and hassle.
Try Tiller

15 Best Quicken Alternatives:

  1. Personal Capital – free financial dashboard and wealth planner
  2. Tiller – spreadsheet automation to bring it in house
  3. You Need a Budget – best in class budgeting tool & mindset
  4. CountAbout – can import data from Quicken
  5. Pocketsmith – a budget planner and projector
  6. Mint – ad-supported budgeting tool
  7. Status Money – compare your situation with your peers
  8. Banktivity – native Mac application
  9. MoneyDance – not cloud-based
  10. EveryDollar – follows Dave Ramsey's Baby Steps
  11. GoodBudget – follows envelope budgeting method
  12. GnuCash – open-source and free
  13. DollarBird – date & calendar based budgeting
  14. MoneyWiz – freemium app with cryptocurrency support
  15. PocketGuard – freemium budgeting focused app
  16. Wally – completely free budgeting app

1. Personal Capital

If you're a long time user of Quicken, you're beyond the “help me build my budget” phase.

If you're more interested how your investment account is performing and less interested in just knowing how much you're spending on groceries, Personal Capital is a great Quicken alternative (but it'll also pull your credit card transactions so you will know how much you spent on groceries if you want!).

Personal Capital is a full-featured, free, personal finance management tool that focuses on helping you with investing.

It has a powerful mobile app (also means it's a cloud-based service) that replicates the web experience. They're free because some users pay them for their wealth management services (optional). They are not stuffed with advertisements like some other free tools. You can read my full review of Personal Capital.

Why it is a good alternative to Quicken: It's better than Quicken because it's updated, has a rich set of tools for investment and retirement, and it has a budget and expense tracking component. It's a website and not a software application, there's no software to download and patch or update (ugh) – that's all done automatically.

I am a fan of their retirement planner, a tool that helps you project your future financial needs and whether you'll get there. It's worth checking out.

One other vote of confidence for this Quicken replacement is their CEO – Bill Harris. He was formerly the CEO of Intuit and PayPal. You know he has the leadership skills to dominate in this space and the ability to lead teams to build financial systems that are top notch (the rest of the leadership team is very impressive in their own right!).

What could be better? The budget and expense tracking are good but it's not as old as Quicken, so it's not as developed as Quicken. I don't find it to be a negative because it works for me, but people with really complicated budgets may find it limiting.

Learn more about Personal Capital

(since you access it with a browser, it is compatible with Mac OS!)

2. Tiller

One of the most popular personal finance tools out there is a little software application known as Microsoft Excel.

People love spreadsheets.

2017

You can customize it, tweak it, and get it tailored to exactly what you need. The only downside to spreadsheets is how you need to pull the data yourself… and who really wants to do that? Quicken was great back in the day when there weren't nearly as many sync issues because it pulled the data for you.

There's a solution:

Welcome Tiller – a $4.92 a month service (after a free 30 day trial) – that pulls your data for you and puts it into a Google Sheets or Microsoft Excel document.

You can start with one of their free templates or build your own, but after the initial work you'll have a fully automated spreadsheet tailored to what you need. You can use this to track your net worth, set a budget, or anything else you can imagine. (see our review of Tiller)

Why it is better than Quicken: Quicken is now cloud-based so if you want to avoid putting your data into the cloud, going with a spreadsheet is your best option. Tiller makes it possible for you to get automation AND keep your data locally.

Learn more about Tiller

3. You Need a Budget (YNAB)

You Need a Budget is one of the best budgeting software tools available.

Think of it like Mint with a personality and a philosophy.

YNAB's philosophy revolves around four rules:

  1. Give Every Dollar a Job
  2. Embrace Your True Expenses
  3. Roll With The Punches
  4. Age Your Money

Those four pillars form the foundation for a budgeting app that has helped many people transform their financial lives.

If you're looking to transition to a financial tool that will help you (as in help you make the change, not just record expenses), you should take a look at YNAB.

Why it is better than Quicken: Quicken only tracks your budget, YNAB does that AND helps you build a budget that meets the demands of your life and your savings needs. If you want to change the way you budget, while still tracking it, YNAB is your solution.

YNAB is not an entire personal finance management suite – it focuses on budgeting and only budgeting. You won't get investment tools, retirement planning, or wealth management. It's strictly about building, maintaining, and transitioning into the budget you want.

Learn more about You Need a Budget

4. CountAbout

The founders built CountAbout to be a Quicken alternative. Founded in mid-2012, it is one of the only personal finance apps that will import data from Quicken (and Mint!). If you're looking to transition away from Quicken but worry about losing all your data, you can feed it your Quicken file and it'll populate itself. That'll make the transition far less painful!

Like Quicken, CountAbout isn't free but it costs $9.99 for the Basic subscription and $39.99 for Premium subscription. The Premium subscription includes automatic transaction download. A subscription model means you have complete data privacy and you won't get annoying ads like with Mint.

Why is it a good alternative to Quicken? CountAbout has a lot of similar features to Quicken’s: split transactions, recurring transactions, attachments, budgeting and more.

CountAbout is web-based, with multi-factor account security, so you don't have to download a program onto your computer, and there's no need to deal with unwieldy syncing issues – all you need is a web browser. And with CountAbout’s iOS and Android apps, your financial information is always at your fingertips.

How Will My Taxes Change From 2017 To 2018

Check out the key features (reminds me a lot of Quicken):

  • Imports data from Quicken and Mint
  • Thousands of financial institutions
  • Multi-factor login protection
  • Android and iOS apps
  • Category customization (add, delete, rename)
  • Tags (add, delete, rename)
  • Reporting for Account balances
  • Reporting for Category activity
  • Reporting for Tag activity
  • Report exporting
  • Attachments
  • Individual Account QIF importing
  • Budgeting
  • Running register balances
  • Account reconciliation
  • Graphs for Income & Spending
  • Recurring transactions
  • Investment balances by Institution
  • Memorized transactions
  • Split transactions
  • Description renaming
  • Invoicing


Learn more about Countabout

5. Pocketsmith
Pocketsmith is a freemium budgeting tool that uses calendars and the concept of “event-based budgeting.” Being calendar based means that rather than viewing your transactions as merely a long list of transactions, the calendar helps you understand when those transactions are happening and if they are doing so on a regular basis. This helps inform you about your spending and one of the more visual ways, when compared to others on this list.

It's freemium with the Basic option giving you 12 budgets, 2 accounts, and the ability to project 6 months into the future. If you upgrade to the Premium level, which is $9.95 per month or $7.50 when you pay annually, then you get automatic transaction importing (you can still do it manually if you wish) as well as categorization of spending. You also get unlimited accounts and projection out to ten years. The Super, which is $19.95 per month or $14.16 when paid annually, gives you unlimited accounts and 30 years projection.

We do have a promotion code for Pocketsmith, gives you 50% off the first two months of Premium – make sure to enter the code 50OFFPREMIUM-5G7T to get 50% off the first two months.

Learn more about Pocketsmith

6. Mint

You might have heard of these guys since they're now owned by the same company that once made Quicken.

Intuit acquired them in 2010 and that's the reason why they shuttered Quicken Online shortly thereafter.

Later, Intuit sold Quicken to H.I.G. Capital and that's when you knew the end was near!

Why it is a good alternative to Quicken: Mint is free and very powerful on the budgeting and expense tracking side. They do not have much to help you with investment and retirement savings, which I think you'll find is a huge limitation as you get older. The goal of Mint was always to be a budgeting app and with that in mind, they do a very good job.

If you are sick of Quicken and focus entirely on expense tracking, Mint is a good Quicken alternative. It, like Personal Capital, is cloud-based so there's no software to download, patch, or update. If you have investments and want to manage those, Mint will not be able to adequately fulfill your needs.

Learn more about Mint

7. Status Money

Status Money is a free cloud-based budgeting tool that lets you compare your finances with people around the United States.

It offers all of the tracking functionality of these other tools, will always be free, but adds the comparison component so you can see how you are performing against your peers and against the National Average.

Your peer groups are set by your age range, income range, location (location type), credit score range, and housing status (own, rent). This ensures you are getting a true apples to apples comparison and you aren't compared with someone in another age group, different cost of living, or life phase.

You can also build custom groups too if you feel you're in a special situation not captured by basic demographic information.

8. Banktivity

Built specifically for MacOS, Banktivity is a personal finance money manager that will import data from Quicken so you don't lose anything in the transition process. It'll do everything you want in a personal finance app, including budgeting, track spending, schedule and pay bills, monitor your investments (including real estate), and pull data from financial institutions.

It also has some powerful reporting options that, if you're a report junkie, you will probably really enjoy building, tweaking, and rebuilding. All this is also possible across iOS devices too with seamless mobile synchronization.

It is not free, it costs a one-time fee of $69.99 but there is a 30-day trial (no credit card required).

Learn more about Banktivity

9. MoneyDance

MoneyDance is not as well known as some of the other alternatives I've listed but I wanted to mention them because they're one of the few money apps that doesn't rely on the cloud. If you are concerned about your data being stored online, this solution is an alternative that keeps your data local to your computer.

You can still link your accounts online, so they pull your transactions in automatically, but they only store them on your computer. You can enter transactions manually if you didn't want to link your accounts.

MoneyDance looks and feels like a checkbook, with the check register for transactions, but has charts and tables for reporting. It does budgeting but can also track your investments as well, albeit not as feature rich as others.

MoneyDance is free to download and try but it costs $49.99. The free version has all the features as the paid version. The free version's limitation is that you can only enter 100 manual transactions.

Learn more about MoneyDance

10. EveryDollar

Have you heard of Dave Ramsey?

Many folks swear by his approach and EveryDollar is built with that in mind. His approach takes into account human psychology, rather than relying solely on math, and explains why it is so effective. It also explains why ideas like the debt snowball work so well, we need to work with our biases and tendences if we hope to succeed. EveryDollar is a budgeting tool affiliated with Dave Ramsey's group, the Lampo Group.

Much like YNAB, it's a budgeting tool that uses the principles of zero-based budgeting.

In zero-based budgeting, you assign every dollar to a category (or job, in YNAB parlance). It's a level of rigor that can be refreshing or restricting, depending on your personality. The app itself is beautiful, available on your smartphone, and there is both a free and paid version. The paid version costs $129 a year.

(paid version offers phone support and automated transaction importing… which is a big time saver; otherwise, you must manually enter the data)

Learn more about EveryDollar

11. GoodBudget

GoodBudget is a free budgeting app based on the envelope budgeting method. Envelope budgeting is when you set aside a prescribed amount for each category of spending, then spend it down each month.

It's one of the most popular money management techniques in personal finance. The envelope refers to the manual method of managing these types of budgets where you put the money into an envelope. When you run out of money, you either borrow cash from another envelope or you make do.

GoodBudget adds technology to the mix and will synch up bank accounts to help track your income and your spending. You set the amount for each category and then watch as your spending nears the limit each month. It's available for both iOS and Android phones.

12. GnuCash

GnuCash is a free open-source accounting software that, if you're willing to put into the work, can replicate a lot of the Quicken experience for those who are willing to scale the learning curve. It features double-entry accounting (every transaction must debit one account and credit another), which is effective but will require an adjustment if you're not used to it.

It offers a lot of the functionality of Quicken like splitting transactions, categorizing transactions, managing multiple accounts, schedule transactions, and reporting that includes all kinds of charts and reports (balance sheet, P&L, portfolio valuation, etc).

The big benefit is that it does budgeting as well as investments. It's not strictly a budgeting tool.

Lastly, it offers QIF importing, so you can import your Quicken files, plus OFX (Open Financial Exchange) protocol. So you can pull in your data if your bank offers you the ability to export transactions.

13. Dollarbird

Dollarbird is another personal finance app with an eye towards collaboration and a monthly calendar. You synchronize your accounts (banking, brokerage, and credit cards) with Dollarbird and they build a schedule of future income and expenditures to help with planning. Dollarbird also offers a 5-year financial plan that lets you establish longer-term financial goals and track your performance against them.

The innovation they bring to the table is the idea of calendar-based money management. You can collaborate with other people (partner, family, or a team) to manage a team budget, though the collaborative piece requires the Pro version ($39.99 / year).

14. MoneyWiz

Of all the alternatives on this list, I know the least about MoneyWiz despite them being around since 2010. They support practically every operating system you can imagine – everything from Windows to Android to iOS devices like the iPhone and iPad – and it'll synch them in real time.

It's a powerful budgeting tool that integrates with 16,000+ banks in 51+ countries – which includes cryptocurrencies if you're in that investment class. If importing from your financial institution concerns you, you can manually enter data as well and it works just as well. For budgeting, you can work with their categories (which are multi-level) or add your own (and subcategories). You can split transactions, bulk edit, tag, and create powerful reports. It won't pay your bills for you but does have notification features.

It's a freemium product with the free version that has all the functionality minus synching across multiple devices and automated transaction downloads. For that, you need to buy the Standard ($49.99) or Premium ($49.99/yr or $4.99/mo).

15. PocketGuard

PocketGuard is a fairly simple budgeting app that links your credit cards, checking and savings accounts, investments, and loans all in one place. It has a complete picture (or at least what you tell it) of your finances but its strengths is in the budgeting – how it updates and categorizes your spending as it happens and looks for opportunities to save. Using your spending, it also builds a personalized budget based on your data as well as the goals you set for yourself.

They have a free version and a Plus version. The free version has all that you need for tracking your expenses and keep an eye on them. Plus gives you the opportunity to add your own categories, track cash transactions like income and bills. Plus costs $3.99 per month or $34.99 per year.

16. Wally

Wally is the last app on the list because they only handle budgeting. Most people who start using Quicken often do so to help understand their own spending. It isn't until your savings start growing that the investment portion becomes a bigger and bigger piece of the financial picture.

If that describes you and budgeting is what you care the most about, Wally may be for you. It's a beautifully designed app that helps you track your spending and understand your budget. Users have reported a few hiccups with the interface but if you get over the learning curve, and are OK with not having automatic transaction downloads, it's worth a try.

It is free though, which is why they can't offer automatic transaction downloads. One could argue that manually entering them puts you closer in touch with your spending.

One of these will make a fine replacement for Quicken.

Common Questions about Quicken Alternatives

What happened to Quicken Online?

Intuit created Quicken Online to try to compete with Mint. Near the end of 2009, they gave up and acquired Mint.

Afterward, they opted to shut down Quicken Online and sold the entire Quicken unit to H.I.G. Capital in 2016. Quicken Online no longer exists.

Quicken does have an online experience, something they've only recently created, but it's not free and it's playing catch up.

What is the best non-cloud-based Quicken alternatives?

Some of the best tools out there are cloud-based. Personal Capital, Mint, and many on this list store your information online. If they are somehow compromised, they potentially could leak your data. They have a lot of security protocols in place to prevent this type of thing but nothing is 100% safe. The ones that do not store your data in the cloud are less powerful but … they don't store your data in the cloud.

Moneydance Personal Finance, which is included in the list above, is one alternative that is a local program and stores your data locally. It still has the functionality of pulling data from hundreds of financial institutions so it will still save you some time.

Tiller is a tool that integrates with a Google Sheet (which is cloud-based) and Microsoft Excel (which local). They do store some of your information since they have to get the credentials to pull your data but it's not like other services that contain the credentials and the data.

What is a good accounting software alternative to Quickbooks?

I haven't used Quickbooks and I'm not familiar with the world of accounting, but GnuCash is often cited as a powerful and free alternative to Quickbooks and Quicken.

It has a lot of features present in accounting software, like double-entry accounting and small business accounting, but many folks have success using it as a personal accounting software package. It's a software program you download and install locally, which means it's not cloud-based, and it's completely free.

Which of these Quicken alternatives work on Mac?

Standard Deduction From 2017 To 2018

Any cloud-based alternative will work on the PC and a Mac. It's cloud-based so they work in your browser, which makes them operating system agnostic.

If you want a piece of software designed specifically to run on Macs, Banktivity is your best option. It's one of the few personal finance applications built specifically for the MacOS and it has the richest feature-set. Most importantly, especially if you use an iPhone or iPad, it seamlessly integrates among the three.

How To Compute Budget From 2017 To 2018

Banktivity is your best option. It's one of the few personal finance applications built specifically for the MacOS and it has the richest feature-set. Most importantly, especially if you use an iPhone or iPad, it seamlessly integrates among the three.
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