In quicken for Windows there is an option to tell quicken when to enter a scheduled transaction into the register. I have set most of mine to enter the transactions into the register 30 days prior. I can't find a similar setting in Quicken Mac. I just received a mailer yesterday announcing the arrival of, which is the long-awaited update to Quicken 2007 for Mac. Was actually released back in February, but I somehow missed the announcement. On the surface, this update sounds great. Select the services they want to synchronize (mail, contacts, and calendars) and click Done. Have each user: Open Settings Accounts Email & app accounts. Click Add an account Google. Note: If your email client doesn't have a Google option, see Read Gmail messages on other email clients using IMAP for other set up options. Mac os email clients. ![]() The new software runs natively on an Intel chip (requires MacOS X 10.5+) and the interface has been completely re-designed to make it more user-friendly. According to the mailer: “Built from the ground up for Mac, the 2010 Edition delivers the intuitive ease of use and clean, modern look you’ve come to expect from a Mac application.” Unfortunately, the early are abysmal, averaging 1.5 stars on over 100 reviews. While Intuit claim that “this is the upgrade you’ve been waiting for, ” it appears they’ve paid too much attention to form, without focusing on function. Here’s some info from the Setup Guide that I gleaned from one of the reviews. ![]() Note that you wouldn’t otherwise learn about this until you had bought and begun installing: As much as we improved the experience of using Quicken when we rebuilt it from the ground up, there are some features you may have been used to using in Quicken for Mac (or Quicken for Windows) that we didn’t include in this version of. Investments – lets you to track the overall value of your investment accounts and the value of specific holdings, but the software does not track individual buys and sells, nor will it provide some advanced investment performance reports. Exporting to TurboTax – does not currently support the ability to export your data to TurboTax. Direct bill pay – You can track your bills in, but the program doesn’t have the direct bill pay capabilities that allow you to pay your bills directly from the program. Other advanced features – does not include many of the advanced features in other versions of Quicken, including Business features, Rental Property, lifetime planner, cash flow forecast, spending plan, debt reduction plan, emergency tax records, tax planner, and home inventory manager. You can’t track individual buys and sells in your investment accounts? It’s unclear if this information is actually lost upon import, and cannot be entered going forward, or if Essentials simply fails to provide a way of viewing/reporting it. And beyond that No direct billpay? No TurboTax integration? This all makes me wonder what else is missing. In the three years since the last update, you’d think they could’ve found of way of incorporating these essential features into a product called Essentials. All in all, this is very disappointing news. I’ve been pretty happy with Quicken 2007 for Mac, and was looking forward to an equally useful replacement – especially given Intuit’s history of sunsetting online support for older versions. For now, it looks like I’ll be sticking with the 2007 version. The good news is that Intuit offers a 60 day money back guarantee, so if you buy and are unhappy with it, you can get your money back. The only downside here is that they don’t cover return shipping. Anonymous Quicken for Mac has always been less advanced than the Windows version. Why Intuit never improved the Mac product appropriately is beyond me. If their plan is to bring advanced capabilities to an online plateform for Mac users in the future, than they should say so. The loss of tracking buys and sells is a deal-breaker for me. Without that data, how can I use the program for looking back to old purchases/sells so that I can determine my cost basis? I have data from stock purchased over 10 years ago. Why would I want to lose that information?? Anonymous I very recently switched from Windows to Mac. I have been using Quicken for years so I purchased QEM. The transition took several time consuming steps to import the previous data and the imported data did not match up with the information from my Quicken for Windows. I removed the entire program from my Mac. Then I re-installed it without any imported data and created a very simple to calculate checking account. After two days of trying to reconcile the newly created account (it only has about a dozen entries) I still can’t manage to get it to reconcile correctly. The program goes back today. QEM is by far the worst program I have ever tried to use. Anonymous I was using Quicken Home & Business 2009 and was considering upgrading to QH&B 2010 but thought I’d give QEM 2010 a try. Not exactly what I was expecting, and yes, it was an annoyance figuring out how to clear a transaction. Finally got it, and if you add the column Reconcile to your view (does it by account, so you’ll have to add it to each account), when you clear the transaction, it adds the checkmark to the Reconcile box.
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