Tag And Payee Report In Quicken For Mac?10/14/2021
After all, they began transitioning over to Intel chips way back at the beginning of 2006, which means that software developers have had five years to update their software to run on the new hardware. If you tagged a trip, a project, or a goal, this is the place where you can see how much money you spent in those areas.I really can’t say that I blame Apple for making this move. Use this when you have tagged transactions that are related by purpose. The Itemized tags report (Transactions by Payee on the Mac) lets you review your spending by tag.How to create a Cash Flow by Tag Report. Most reports you can filter by account, category, payee, date and tag (called classes in Quicken 2007 for Mac) and then save your customized reports.Quicken Video University for Windows. It supports different account types, categorization of expenses and incomes, reconciliation of bank.There are several new report types in Quicken 2017 for Mac compared to previous versions of Quicken on Mac and the reporting capabilities have been enhanced.
Tag And Payee Report In Quicken ? Update Their SoftwareThere are five transactions reports:Don’t believe me? Check out the reviews at Amazon, where it’s averaging somewhere around 1.5 stars. You can use your Transactions reports to get more information about your transactions. Mac Users: When you look at your register in Quicken, you can see a lot of information about your transactions, but reports allow you to dig deeper. It’s now little more than a check register and budget tracker – and pretty much everyone hates it.The Transactions report can be accessed at Reports Banking. Gone are many many of the “advanced” features that I depend on, like any sort of detailed investment tracking. Average Spending by Payee Comparison Report.And yes, I realize that Intuit released Quicken Essentials for Mac about a year ago, but that is an entirely different program that is just a shadow of the full-blown Quicken. ![]() Just be sure whether your bank subtracts your payments when entered or when cleared. Tried it once years ago and it was a real kludge.Shift your online banking to the bank’s browser based websites, and you should find it working better for you. (Some banks print tiny copies on statements, one doesn’t).Seriously, I can’t imagine relying on Intuit to pipeline my transactions through a bank. I capture those and save them in a file. At present, I’m using iBank to collect and categorize the downloads, then entering into my historical Qkn files just the summaries.Each of the banks (but not the brokers) I’m using also provide links to actually view deposit tickets and checks paid. Since during the time Quicken seemed destined for the scrap heap I bought iBank, I’ve found that iBank does a superb job of importing and categorizing the OFX files all my institutions offer. And I have no idea if these are phantom or real, so I am worried that I will screw up my accounts.And may the farce not be with us forever!Thanks for clarifying what you meant Jim. I had the problem occasionally with the old version, but from what I can tell Intuit doesn’t have a fix yet.While there are 2 ways to enter your bank password, only one works like in the old quicken which is why the transfers are stuck. I will never trust Intuit to keep me safe again.One glitch — duplicate online transfers that didn’t go through are stuck in my outbox and I cannot delete them. What a relief to know my finances are back under my control, kind of. Not a total disaster, but several costly mistakes and overdrafts.So I swallowed my pride and upgraded to 16.1.1 for Lion. I really thought I would not be so old that I couldn’t do like the youngsters and pay my bills online directly through the bank. ![]() It was that QIF was not truly proprietary. The reason wasn’t that QIF didn’t work right. The least they can do is provide reasonably priced software to allow us to interact with what little money they leave us.Way up in the chain I commented about Intuit’s business model.Intuit makes a lot of money (maybe most of its Quicken and Quickbooks money) by charging banks and brokers to use Intuit’s proprietary direct connections and download formats.Intuit forces changes in Quicken and Quickbooks to earn money from selling programs to users, and to protect its hold on bank / broker connection and download formats.Intuit killed the utility of QIF in Windows a long time ago. As I think George mentioned, they make money via the financial institutions, who make money off of us. ![]() Why not Intuit’sFor the record – I just tested the following: If your old file is opened by the new 2012 version of Quicken 2007, will you be able to open it up again and use it in your Old 2007 version of Quicken 2007?” My test was using the new 2012 version on Snow Leopard and the answer is YES. When the battery is dead, you’ll toss the phone, pay $200 for a new “battery” (wrapped in a shiny new phone), and commit to another two year contract at about $1,200 a year.You’ll do it for Apple’s bottom line. See any way to replace the battery? Of course not. Old photoshop cs for macI have backup files going back to 1990 (all updated to Quicken 2007). Quicken 2007 has done everything I have needed for over 20 years. Intuit has failed us – they have built up our confidence over the years to slap us in the face with this non-support of the Mac even with Intuit having someone on the Apple board. I would hope that they continue to support a program called Quicken 2007 in the future because Quicken Essentials sucks! There are a lot of us out here that will be glad to pay $12 to $20 a year just to make sure Quicken 2007 will run on our computers and on new operating systems and keep Quicken 2007’s capabilities AS IS!!! WE DO NOT NEED ANY NEW BELLS AND WHISTLES, INTUIT! IF ANYTHING, YOUR BELLS AND WHISTLES DO NOTHING MORE THAT SLOW THINGS DOWN, ACCOUNTING PRINCIPLES ARE NOT CHANGING – SUPPORT US!Virtually every response above says the same thing. All modifications were there.I certainly hope that Intuit learns a lesson from this. Taking away capability is letting us hung out to dry. Which is how that first idea now reflects those of over 10 million people who trust their money to Quicken.“”‘ Do right by our customers’ as am Intuit value we live by in our daily interactions with you.“We know we’ve succeeded in doing right when all of our customers feel that they have benefited from their association with us.”Well, we no longer feel that we have benefited! Not continuing to make Quicken backward compatible has caused many of us to lose data. From the start we listened to your ideas, suggestions, and comments. In the installation disk for Quicken 98 in 1998 they stated the following:“Fifteen years ago, Quicken began as one idea: a way for people like you to simplify finances. Well, they have certainly changed their business model and we, the disgruntled customers need to do something about it. He got very uptight but we were unable to continue that conversation because of where we were. I have Time Machine backups of everything and that is not the problem. – JEBThanks for your input. Someone mentioned a possible Class Action suit – this is one of those times when litigation seems appropriate.
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