Quicken check number column how to correct check numbers in quicken 2017 no check numbers quicken 2015 check numbers not showing up in quicken showing numbers column in quicken check # disappeared from quicken register why is check number not showing in quicken check numbers disappeared on quicken deluxe. When a Quicken for Windows file is converted to Quicken for Mac 2017, the two accounts show up in the Mac version, but they are not linked. Thus, when a share is sold, the cash balance shows up in the brokerage account.
I switched to using Macs about 10 years ago and for many years the last hold out app for me was Quicken for Windows. I ran the Windows version in Parallels for years. I heard Quicken Essentials was terrible.
I heard some rumblings about Quicken Mac 2015 but not enough positives. When the 2016 version came out I began to hear more and better things. This past spring I decided to try to bite the bullet. I got a bootleg version of the Mac 2016 product and migrated my Windows data to it. I decided to run them side by side for a while. I was pleased and they continued to put out several updates that continued to improve the product.
After several months I decided that the software was capable enough for 'my' use. That was in late August or so. I decided to purchase a legitimate copy.
I knew that Quicken (the old owner Intuit) typically introduced new version in the September/October time frame. I waited a few weeks and now that 2017 has been introduced I purchased a legitimate copy and I have not updated my Windows version.
There has already been at least one update to the 2017 version and it is working very well for my desired and intended uses. I switched to using Macs about 10 years ago and for many years the last hold out app for me was Quicken for Windows.
I ran the Windows version in Parallels for years. I heard Quicken Essentials was terrible. I heard some rumblings about Quicken Mac 2015 but not enough positives. When the 2016 version came out I began to hear more and better things. This past spring I decided to try to bite the bullet. I got a bootleg version of the Mac 2016 product and migrated my Windows data to it. I decided to run them side by side for a while.
![Quicken Quicken](/uploads/1/2/5/5/125515155/601826039.png)
I was pleased and they continued to put out several updates that continued to improve the product. After several months I decided that the software was capable enough for 'my' use. That was in late August or so. I decided to purchase a legitimate copy. I knew that Quicken (the old owner Intuit) typically introduced new version in the September/October time frame. I waited a few weeks and now that 2017 has been introduced I purchased a legitimate copy and I have not updated my Windows version. There has already been at least one update to the 2017 version and it is working very well for my desired and intended uses.
Sorry to bring this thread back from the dead, but I figured it was better than starting a new one. I share everyone else's reservations. Been using Quicken on Windows for years, and MS Money prior to that.
The Mac version of Quicken has always be a weak 'lite' version. With the sale of Quicken, it looks like they are actually putting resources this time around. Even though I still have a year left on my Windows 'subscription', I don't want to power up my PC every time I need to record something. It sounds like this version for Mac is finally almost at par with Windows. If years of data transfer over fine, I'm jumping in with both feet. My question is, anyone have issues with migration or are there any known issues with old data.
I want to just answer a couple questions but have net worth and balances equal exactly what they did with my Windows setup. I have bank accounts, credit cards, brokerages, funds, mortgages all loaded now. Anyone have issues with these?
I'm particularly concerned about cost basis on equities transferring. Click to expand.Net worth, balances, and cost basis on equities came over exactly but I did have some issues that I had to clean up. Here is what I said in another thread back at the start of the year when I went to Quicken 2016 from Quicken for Windows (2013, I believe). I've found some issues were 'user error' but here is where things stand after nearly a year of use. It created categories for most stocks I own or owned in the past. Don't understand why and the categories have dollar amounts associated with them so that deleting the categories ends up messing up the account balances.
P lease note that i original used Microsoft Money before Quicken for Windows and the problem likely was related to that but just didn't appear until the move to the Mac version. My investment accounts are linked to cash accounts. These are not supported in Quicken for Mac as they aren't linked. Entering in a dividend now requires two entries, the second for the cash transfer.
In Quicken for Windows I had bonds at $1/share rather than 'Quicken Shares' (I entered a $1000 bond as 1000, not 10 Quicken Shares). Import into Quicken for Mac messed everything up - I had to edit all purchases, sales, and bond prices, for all my history in order to make reports look correct. Even worse, often adding prices or editing existing prices, the new prices would not 'take' and I'd have to edit repeatedly.
When a mutual fund issues a dividend and capital gains, I now have to make separate entries for the dividend, short term, and long term capital gains rather than a single entry. And of course the third or forth entry for the transfer to the cash account. There's no description anywhere of how Quicken (or Moneydance, for that matter) calculate 'Income'.
On the Budget pane, my income shows as $0. I do have retirement, small business, and investment income, just no wages. On the Overview pane my spending is correct but 'Net Income' bounces all over the place and in some months is negative. For instance this month it shows $-X saying it comes from 88 transactions and splits. Yet when I double click to see the breakdown the total becomes a positive 3.5X from 8 transactions, the correct amount.
Very maddening!. The reconciling feature of the initial 2016 release was very crude.
The vastly improved it mid-year but it too a while, marking all the very old transactions as reconciled, before it would work correctly. It still doesn't assist by adding a future credit card payment for you like the Windows version did.
On the other hand it implements transfers between accounts as two transactions using an intermediary account named 'Transfer'. This looks awkward at first but it allows me to ignore the 'Transfer' account in reports so that transfers don't artificially inflate income and expense numbers. Net worth, balances, and cost basis on equities came over exactly but I did have some issues that I had to clean up. Here is what I said in another thread back at the start of the year when I went to Quicken 2016 from Quicken for Windows (2013, I believe).
I've found some issues were 'user error' but here is where things stand after nearly a year of use. It created categories for most stocks I own or owned in the past. Don't understand why and the categories have dollar amounts associated with them so that deleting the categories ends up messing up the account balances.
P lease note that i original used Microsoft Money before Quicken for Windows and the problem likely was related to that but just didn't appear until the move to the Mac version. My investment accounts are linked to cash accounts. These are not supported in Quicken for Mac as they aren't linked. Entering in a dividend now requires two entries, the second for the cash transfer. In Quicken for Windows I had bonds at $1/share rather than 'Quicken Shares' (I entered a $1000 bond as 1000, not 10 Quicken Shares). Import into Quicken for Mac messed everything up - I had to edit all purchases, sales, and bond prices, for all my history in order to make reports look correct. Even worse, often adding prices or editing existing prices, the new prices would not 'take' and I'd have to edit repeatedly.
When a mutual fund issues a dividend and capital gains, I now have to make separate entries for the dividend, short term, and long term capital gains rather than a single entry. And of course the third or forth entry for the transfer to the cash account. There's no description anywhere of how Quicken (or Moneydance, for that matter) calculate 'Income'. On the Budget pane, my income shows as $0. I do have retirement, small business, and investment income, just no wages. On the Overview pane my spending is correct but 'Net Income' bounces all over the place and in some months is negative. For instance this month it shows $-X saying it comes from 88 transactions and splits.
Yet when I double click to see the breakdown the total becomes a positive 3.5X from 8 transactions, the correct amount. Very maddening!. The reconciling feature of the initial 2016 release was very crude.
The vastly improved it mid-year but it too a while, marking all the very old transactions as reconciled, before it would work correctly. It still doesn't assist by adding a future credit card payment for you like the Windows version did.
On the other hand it implements transfers between accounts as two transactions using an intermediary account named 'Transfer'. This looks awkward at first but it allows me to ignore the 'Transfer' account in reports so that transfers don't artificially inflate income and expense numbers. Click to expand.Ugh. This is what I was afraid of. I'm willing to put in some work to get it up and running, but I don't think I'm willing to give up automatic cash balances on the dividends and other ongoing maintenance. Also on the income issue, doesn't Quicken just add up the parent category of 'income' to add them up? I get the weird Quicken share calculations on my Windows version so it's not a downgrade there.
The transfer account is odd. That seems like more effort for Quicken than to just do a direct transfer between 2 accounts? I don't use reconcile much since I reconcile with almost daily downloads. I'm wondering if 2017 cleaned up the dividends issue. I guess I could try it and find out, but would love to hear if someone who came over in the 2017 version has similar issues. It doesn't seem to, since when I double click to see the itemization the numbers don't match. But as I said, Quicken for Windows (and Moneydance which I also tried) didn't give sensible numbers here either.
Note that this problem occurs only in the Home pane overview, looking at Net Income. Reports are all fine. But then again there is no Income Over Time report available. The best I can do to see Income versus Expenses is to use Net Worth Over Time.
Strange since $1/share worked fine for Quicken for Windows (and Microsoft Money) for many years. Actually I find that great since by excluding the Transfer account from reports transfers between accounts don't bloat the income and expense calculations. Don't know what you mean by 'automatic cash balances on dividends.' Click to expand.Quicken for Windows has a hard time with stock splits and often throws off my shares. For some reason it doesn't always pull the shares cleanly from the brokerage.
Good point on the transfer account. I don't rely too much on the income calculations, but I do look at the expenses. I might be looking at it at a lower level than you, so I can always tell when Quicken is overstating a category. Automatic ash balances on dividends - what I'm referring to is brokerage accounts not only tracking equity but cash as well. When dividends are paid, it just adds to the cash portion of the brokerage account, there is no separate cash account created in Quicken that would require transferring in and out as dividends are paid or when the brokerage gets funded or cash withdrawn. Downloading from the brokerage updates all this information, in one account, automatically. This is how it works for me now.
Reading your comment, it sounded like a second cash account is added, then you need to manually transfer cash to buy a equity and vice versa. Did I misunderstand your comment? Btw, thanks for answering my detailed questions. This is VERY helpful. Automatic ash balances on dividends - what I'm referring to is brokerage accounts not only tracking equity but cash as well.
When dividends are paid, it just adds to the cash portion of the brokerage account, there is no separate cash account created in Quicken that would require transferring in and out as dividends are paid or when the brokerage gets funded or cash withdrawn. Downloading from the brokerage updates all this information, in one account, automatically. This is how it works for me now. Reading your comment, it sounded like a second cash account is added, then you need to manually transfer cash to buy a equity and vice versa. Did I misunderstand your comment?
Click to expand.When setting up an investment account in Quicken for Windows there was a option to maintain a separate cash account. The separate cash account appears under banking accounts rather than investments.
They are automatically linked so that dividends entered in the investment account are automatically transferred to the cash account - the investment account always has a $0 cash balance. Since it was optional, it was possible to set up an investment account without the cash account, and this is the only option Quicken for Mac supports.
When I switched to Quicken for Mac, the cash account is no longer linked. Of course I can do everything with the investment account which now allows a cash balance, but I liked it the other way. I will point out that accounts that I would let Quicken update automatically (mainly 401Ks) never had separate cash accounts.
I haven't had this problem but then the only account I've got with equities I update manually. When setting up an investment account in Quicken for Windows there was a option to maintain a separate cash account. The separate cash account appears under banking accounts rather than investments. They are automatically linked so that dividends entered in the investment account are automatically transferred to the cash account - the investment account always has a $0 cash balance. Since it was optional, it was possible to set up an investment account without the cash account, and this is the only option Quicken for Mac supports.
When I switched to Quicken for Mac, the cash account is no longer linked. Of course I can do everything with the investment account which now allows a cash balance, but I liked it the other way. I will point out that accounts that I would let Quicken update automatically (mainly 401Ks) never had separate cash accounts.
Hi Rosemarie, I'm sorry for any confusion or inconvenience this has caused. The running balance is only displayed, when the register is sorted by the Date column, so I would check to make sure that the register for that credit card account is sorted by Date. To do this, move your mouse into the header of the Date column and right-click. Continued clicks in the header should cause the contents to toggle back and forth between 'most recent at the top' and 'most recent on the bottom'. If this information doesn’t answer all of your questions, please add a comment to this conversation, so we can help you get the answers you need, as quickly as possible. To help other users who may be having a similar problem, please select the blue 'Helpful' button at the top of the post, if this response was helpful and resolved the issue. I hope this helps, Dave.
I am having a similar problem. I have 4 accounts set up under one group, Cash & Credit - if I understand the conversation. They each show a running balance and I have had them set up and running for 20+ years. A month ago my Savings account stopped showing the running balance. Luckily none of the other accounts has that problem - yet.
It's sorted by Date, I clicked the reset filters, I turned the Column off and on several times. Nothing seems to work. I also looked at Settings but see nothing there that looks helpful. Hope you have some suggestions. Harry The characteristics you describe are exactly what I see if I have opened an account group in the register instead of an individual account.
You stated that you have a 'Single account (cash)'. In the sidebar, do you have any account(s) listed directly under the group header Cash? If not, hover your cursor over the group header Cash. Click on the arrow icon that appears just to the left of Cash. Clicking the icon expands/collapses the accounts in the Cash Group.
The Settings button is the gear icon at lower-right corner of screen - next to Columns icon. The Settings icon is not active if an account group is selected - it is only active for individual accounts.