Where Is The Tools Menu In Quicken For Mac

If you chose a Mac instead of a PC when you purchased a new computer, you may need to make some adjustments to import your files. If you want to transfer your Quicken files from your PC to your new Mac, you need to prepare the old files for that process. The Mac version of Quicken offers a different set of options and abilities than the PC version but Quicken does support exporting your PC files so you can import them on a Mac. Quicken supports transferring your accounts, securities, transactions and categories to Mac.

Prepare PC Files

In Quicken, choose Tools menu Account List. Select the Edit button of the account you want to activate. (You must have previ- ously created account(s) using.

Step 1

Go to your account list by clicking the 'Tools' menu and selecting 'Account List.' Click the 'Options' drop-down list and click 'View Hidden Accounts.' On the 'Manage Accounts' tab, remove checks from all of the checked 'Hide in Quicken' check boxes. For any account that has a name with more than 15 characters, right-click and select 'Edit.' Rename it with fewer than 15 characters and click 'OK.' Repeat this process with any other account name that has more than 15 characters.

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Step 2

Click an account in your account list and click the 'Accept All' button under the Downloaded Transactions tab. Go to the scheduled bills and deposits and click the 'Cancel' button for each one with a repeating or pending status.

Step 3

Click the 'Tools' menu and click 'Category List.' For any category with a name with more than 15 characters, right-click and select 'Edit.' Rename it with fewer than 15 characters and click 'OK.' Repeat this process with any other category with a name longer than 15 characters.

Step 4

Click 'Investing Menu' and then 'Security List' to go to the Security List. For any security with a name that has special symbols, right-click and select 'Edit.' Adjust the name so there are no special symbols and repeat this process with any other securities with special symbols in their names. Use this same process to adjust ticker symbols so they all only have uppercase letters.

Step 1

Click the 'File' menu, then click the 'Export' sub-menu. Click 'QIF File.'

Step 2

Click the 'Browse' button and navigate to the folder in which you want to use to store your QIF files. Enter 'Security List.QIF' in the File Name field. Click the 'OK' button.

Step 3

Select 'All Accounts' from the drop-down list and check 'Security Lists.' Uncheck every other box. Leave the default date range and click the 'OK' button. Repeat these steps for an Accounts.QIF file, Transactions.QIF file and a Categories.QIF file. Check only the Accounts box, Transactions box, or Categories box, correlating to the QIF file you are creating.

Step 4

Connect some form of removable drive that is compatible with both Windows and Mac to your PC and transfer the QIF files onto it. Disconnect or eject it after the transfer is completed.

Step 1

Launch Quicken on your Mac.

Step 2

Click the 'File' menu, hover over the 'New' sub-menu and select 'File.' In the window that comes up, click 'New Quicken File' and click 'OK.' Enter the name of your file in the 'Save As' field. Select the location to save your file from the drop-down list labeled 'Where.' Check the category you use these Quicken files for, either home or business, and click 'Create.'

Step 3

Click 'Cancel' and 'Close' in the New Account Assistant when the window pops up. Connect the removable media with your QIF files on it. Click the 'File' menu, hover over 'Import' and click 'From QIF.' Navigate to the Security List.QIF file on your removable media and click 'Open.' Repeat this process with your Accounts.QIF, Transactions.QIF and Categories.QIF files.

Tip

  • If you want to use Quicken Essentials for Mac instead of Quicken for Mac, check out the article on Quicken's website detailing how to prepare and transfer your Windows files (see link in Resources).

Resources

About the Author

Marissa Robert graduated from Brigham Young University with a degree in English language and literature. She has extensive experience writing marketing campaigns and business handbooks and manuals, as well as doing freelance writing, proofreading and editing. While living in France she translated manuscripts into English. She has published articles on various websites and also periodically maintains two blogs.

Photo Credits

  • Sean Gallup/Getty Images News/Getty Images

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The program will move the cleared transaction to the appropriate entries (you can also manually enter the transaction). This list can include transactions from all accounts, or you can view them individually. The date range for each register is that you can designate the transaction. It is possible to make it yourself. However, it is important that you use the income that is in government contracts for these deals, you will want to report your taxes. The payment for this informational task is available in the form of a large chart that is colorful, making it clear where all your hard earned money comes from and where you are spending it.

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Connecting to at least one bank account will do the first thing you do after setting up Quicken. You can add multiple contacts later, but you may want to start with the account through which you pay the bills. Will use. There are three choices in this regard. You can download files manually from your financial institution or set the automatic update option. To pay bills and transfer money from Quicken, you’ll need to use Connect, which entitles the bank to receive a monthly fee of $ 9.95 at the top of the fee each month.

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Quicken offers two alternatives to pay bills. You can create a draft law with these important details that can automatically become a bill reminder and its status as well as it appears in the list (incoming, automatic entry, etc.). You can contact it, and whenever you log in to a biller’s website, the amount and due date will be updated immediately when that information becomes available. When you launch Quick Step One Update, all outgoing and transactions that receive all records can be exported and imported.

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