I just went to reconcile my checking account, and none of the scheduled transactions show up in the Reconcile window. I have a number of scheduled transactions (car payments, etc). Quicken v6.3.3 (build 603.41049.100) for Mac.
Can I Reconcile A Previous Month Again In Quicken 2017 Update My SingleSimply select File, then from the pull-down menu select File Import, and then Web Connect File. You can also read the QFX file while running Quicken. I've been using Quicken in some form since 1994, but stopped with Quicken 2007—I found the newer versions worse than Quicken 2007, so I never upgraded.Step 3: Import the Transactions into Quicken The easiest way to import the QFX file is simply to double-click it from Windows Explorer or the Finder on a MAC. Previous.The coming of " not without compromise" 32bit app usage in the fall 2018 macOS release finally forced my hand: I was going to have to update my single longest-used app, Quicken 2007.In addition to its 32bitness, it had other issues: The UI was tiny and horrid, the windows never opened where I closed them ( Moom's saved layouts to the rescue!), and online access to my accounts was nearly non-existent. But Quicken 2007 was showing its age. Why? Basically because it worked (most of the time), and I didn't like any of the alternatives, which I would occasionally test. Yes, I was using an eleven-year-old app to track our family's spending and investments.Then, users could set up bill reminders. Quicken files can be imported easily into QuickBooks, a popular small business accounting package.For instance, new users would get a list of recurring bills suggested from their previous 90 days’ worth of transactions in each connected account. It was finally time to find its replacement.Comparison reports highlight budget versus actual figures.Felt like a Mac app I wasn't interested in something that felt like a port from Windows, or lacked the specific "Macness" one gets in an app written for the Mac.M Imported our historical Quicken data I didn't want to lose 24+ years of our financial data. (I hate subscription software in general, but as it turns out, this one isn't really a subscription.)Read on for brief overviews of each of these three apps (with more detail on Quicken) and my rationale for deciding on Quicken. Going in, I was dead set against it, mainly due to its annual subscription structure. So.After looking at all three, I surprised myself by deciding that Quicken was the best tool for our use. Also cool is that YNAB offers a 100 money-back guarantee. Banktivity won't import reconciliations, so none of my accounts were reconciled. Moneydance ignored the "hidden" status of accounts, so a lot of old, closed accounts showed up. As such, I can't vouch for how well any of these three programs handle those tasks.All three apps imported my Quicken data file, though with varying degrees of success. Included online account access I want to update our bank, credit card, and investment accounts from the source, instead of having to manually enter transactions.Things I don't really care about are bill pay (I use our bank), reports, budgets, and charts and graphs for anything outside the investments section of the app. This is true even if it's an account I just opened and then closed.Due to these issues, I quickly decided that Moneydance was not for me. Performance-wise, the app feels a bit slow it takes a couple of seconds to open an account in a new window after double-clicking its entry in the account list. And while that doesn't inherently make it bad, Java's generic "write once for many platforms" code shows itself in a few places: The Preferences window doesn't look anything like a native Mac app window, and the buttons in the app are definitely not macOS-style buttons. (It's easy to tell them apart in this four-line partial register, but in the full register with comments on the second line for many entries, everything blends together.)Moneydance is a Java app. I found the interface not to my liking—there are icons next to each account, which makes the layout look busy, and I found its register view confusing:Notice that entries take up two rows, but the white/blue background alternates every other row…so if you're glancing at the register, it's nearly impossible to pick out one transaction unless you click on it to select it. In the register view, each entry is two rows, but the alternating background is also two rows, making it easy to see each transaction at a glance.Banktivity has two methods of data download: OFX (free) and Direct Access (subscription required). It looks very busy, but once you get into an account, the view is much cleaner than Moneydance:This view can also be infested with icons, but those can (thankfully) be disabled in the app's preferences. Its account list view is also laden with icons—folder icons, new activity count badges, and status badges. 1 - Quicken 2018When Quicken 2018 was released as a subscription product, I tweeted my displeasure with the change, as I have a big issue with "software as a service." But as I dug into the app, I discovered that their subscription isn't really a subscription: If you stop subscribing, you can still use the app to enter and track financial data you just lose access to the online components and Quicken's support services. Banktivity didn't handle this correctly, so our balances were way off in those two accounts.In the end, I decided against using Banktivity due to its cost ($65 up front, plus $45 per year), the overabundance of icons in the layouts, its inability to import reconciliations from Quicken, and its difficulties handling some investment data. Because I wasn't downloading investment data in Quicken 2007, I had manually entered the splits using Quicken's split tool. That's a big time waster for me.On the investment side, I had issues with two stocks that had had stock splits. Unfortunately, you can't do that with a double-click, as that brings up the account's info panel you need to right-click and choose Open in New Window from the contextual menu. Outside of that, Direct Access is a $45 per year subscription.Banktivity doesn't have any of the "non-native" issues I found in Moneydance the app looks and feels like a traditional Mac app, and opening an account window from the account list is speedy. None of these affect the font size, just the row spacing. It's also speedy, opening new account windows promptly when double-clicked.I like the minimalist one-line register views—they're clean and easy to read:(If you need to see the details, you can double-click to see an expanded view.)You can choose one of four levels of line spacing for the register—they include Comfortable, Cozy (pictured), Compact, and Tiny. As I hoped, Quicken handled the import of my old data perfectly, bringing across the reconciliations and handling investments properly. That's both good and bad it's good that they're out from under Intuit's lack of interest in the Mac app. But given how horrid Quicken was for many years of Intuit's onwership, I was prepared to be disappointed.But Quicken is no longer owned by Intuit—two years ago, they were sold to an investment group. (Oddly, that one account did work with Banktivity.) Why I chose QuickenCertainly there's some value to continuing with the app I had been using: The import went perfectly, and I felt immediately comfortable in the app. Both are included in your annual subscription cost, and between the two, I was able to get all but one of my accounts working for online access. Once you've added and removed columns to your liking, you can drag the remaining visible columns into any order you wish.Quicken includes two methods of online access: Direct Connect and Quicken Connect. I like that it's just as easy to hide columns you don't want to see. ![]() By comparison, the first two years of Banktivity would cost us $155, or $77.50 per year. For us, as we need to track loans and investments but don't need bill pay, Deluxe was the obvious choice.Right now—and probably for quite a while, I'd imagine—a two-year Deluxe subscription is $69.98, bringing the cost per year to $34.99, which is a bargain. The comparison page lays out all the differences. Quicken for Mac comes in three versions: Starter ($35/year), Deluxe ($50/year), and Premier ($75/year).
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