Thank you for choosing Quicken for Mac! If this is the first time you are using Quicken, Quicken guides you through setting up your Quicken ID, adding your bank accounts and downloading your transactions Installing the App You will see the Install Quicken screen when you put in the CD or double click on the downloaded file. CD Drag Quicken to the Applications folder as instructed. Download (DMG File) Double click on the Quicken icon to install the application. Once installed, click the Quicken icon in your Applications folder to launch the program. Quicken will automatically download and update to the latest version of the application.
Activate your Quicken Membership Purchases from Quicken.com When you purchase a Quicken subscription from Quicken.com, your purchase requires that you create a Quicken ID, or use your existing Quicken ID. This Quicken ID is associated with your subscription membership, so you’ll use this ID to activate Quicken. After you sign in with your Quicken ID, your membership is activated. Purchases from a retailer (not Quicken.com) – a boxed version or download. On your computer, go to to. Click Download for Mac to begin the installation.
After installation, sign in or create your Quicken ID to setup your profile. When prompted, follow the on-screen instructions to enter your 16-digit activation code. Upgrading from Quicken for Mac 2015, 2016, or 2017 If you just upgraded to the new release of Quicken from a 2015, 2016, or 2017 version, Quicken will automatically find and convert your existing Quicken file.
With the amount of features Quicken has it can be overwhelming where to begin. To get started with using Quicken, follow this detailed step-by-step tutorial:. Tutorial at home, the “new user setup” in Quicken will prompt you to set up a file and your accounts as described in the first three sections of this tutorial. Additional farm management information and Quicken tips for usage can be viewed online.
Select Upgrade to the new version of Quicken using the data from this file and click Next to start using the file. NOTE: If the Quicken ID associated with your existing file is different than the Quicken ID you just registered your Quicken membership with, you will be asked if you want to Open and Change the Owner of the file.
If you do this, you will need to reactivate your accounts for online banking (your online banking passwords are removed for security purposes). New User or Upgrading from Quicken for Windows, Quicken for Mac 2007, or from a different personal finance product After you’ve signed in and/or activated your membership, you’ll see a screen that asks what you’d like to do next. Start from a Quicken for Mac 2018 and Newer file.
There is no file conversion process required to open a Quicken for Mac 2018 or newer file. If the file doesn’t automatically open, click on the Open Quicken File button at the bottom of the screen. Find your file and open it. Start from scratch. Select Start from scratch. Choose sync your data to the cloud to use the Quicken mobile app. Make your selection and click Next. After these steps you’ll be asked to add an account.
Quicken automatically downloads your transactions from bank and other financial accounts. It’s good to add at least a checking account and all of your credit cards.
After this you’ll see the Home tab which will suggest the other benefits of Quicken. Start from a Quicken for Mac 2015, 2016, or 2017 file. Select Start from a Quicken for Mac 2015, 2016, or 2017 file.
Select a file to open. Choose sync your data to the cloud to use the Quicken mobile app. Make your selection and click Next.
After these steps you’ll be asked to add an account. Quicken automatically downloads your transactions from bank and other financial accounts. It’s good to add at least a checking account and all of your credit cards. After this you’ll see the Home tab which will suggest the other benefits of Quicken. Start from a Quicken Essentials file. Select Start from a Quicken Essentials File. Select the Quicken Essentials file you'd like to open.
Choose sync your data to the cloud to use the Quicken mobile app. Make your selection and click Next. After these steps, you’ll need reconnect your accounts. Click on account settings to figure out which accounts to reconnect.
Start from a Quicken for Mac 2007 file. Select Start from a Quicken for Mac 2007 File.
Select the Quicken Mac 2007 file you'd like to open. Choose sync your data to the cloud to use the Quicken mobile app. Make your selection and click Next. After these steps you’ll be asked to reconnect your accounts. Follow the steps. Start from a Quicken Windows file. Select Start from a Quicken Windows File. Select the Quicken Windows file you'd like to convert.
CChoose sync your data to the cloud to use the Quicken mobile app. Make your selection and click Next. After these steps you’ll be asked to reconnect your accounts.
Follow the steps. Start from a.QIF file exported from another application Disclaimer Quicken has no control over the data that is exported from other personal finance applications. As such, our import is only as good as the exported data provided in the.QIF file. We want to make the transition to Quicken easy, and have put a great deal of effort into handling issues related to missing or incorrect data that is imported from other personal finance applications. However, we have found gaps or missing data in these exported.QIF files, especially with investing transactions. As a result, some data clean up may be required after your data is imported into Quicken.
Note: Personal finance applications other than Banktivity and Moneydance have not been tested for import in Quicken Mac. Quicken supports data import from other personal finance applications such as Banktivity and Moneydance. For this, you need to first export data from the other applications into a.QIF file and then import the.QIF file into Quicken for Mac. Export data from Banktivity to a.QIF file. Open your Moneydance application. Select File Export.
On the Export Date window, select Format: QIF and date: All Dates. Save the newly created QIF file and exit Moneydance. Import an exported.QIF file into Quicken for Mac 2017. Open Quicken for Mac.
Select File New to start a new data file. The Let’s Get Started window is displayed. Select the option Start from a.QIF file exported from another application. Click Next. The Import data from another application window is displayed. Follow the on-screen instructions and import the.QIF file into Quicken.
Choose sync your data to the cloud to use the Quicken mobile app. Make your selection and click Next. After these steps, you’ll need reconnect your accounts. Click on account settings to figure out which accounts to reconnect. Monitoring alerts, data downloads, and feature updates are available through the end of your membership term. Online services require internet access.
Third-party terms and additional fees may apply. Phone support, online features, and other services vary and are subject to change. 14,500+ participating financial institutions as of October 1, 2018. Standard message and data rates may apply for sync, e-mail and text alerts. Visit for details. Quicken App is compatible with iPad, iPhone, iPod Touch, Android phones and tablets.
Not all Quicken desktop features are available in the App. The App is a companion app and will work only with Quicken 2015 and above desktop products. Quicken Bill Pay (Bill Payment Services provided by Metavante Payment Services, LLC) is included in Quicken Premier and above and is available on as a separate add-on service in Starter and Deluxe.
15 payments per month included in Premier and above. Purchase entitles you to Quicken for 1 or 2 years (depending upon length of membership purchased), starting at purchase. Full payment is charged to your card immediately. At the end of the membership period, membership will automatically renew every year and you will be charged the then-current price (prices subject to change). You may cancel before renewal date. For full details, consult the Quicken Membership Agreement.
You can manage your subscription at your My Account page. If you are redeeming the free Quicken Starter product through the purchase of TurboTax, and you are currently in an active Quicken subscription and not within 6 months of your renewal date, you will have to return to this page within 6 months of renewal in order to redeem.
Additionally, note that if you are currently subscribed to Quicken Deluxe, Quicken Premier or Quicken Home & Business, by redeeming the free Quicken Starter product, you will lose some of the features that are associated with your current higher-tiered product. Quicken 2019 for Windows imports data from Quicken for Windows 2010 or newer, Microsoft Money 2008 and 2009 (for Deluxe and higher). Quicken 2019 for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less shipping and handling fees.
See for full details and instructions. Quicken for Mac software and the Quicken App are not designed to function outside the U.S. The VantageScore provided under the offer described here uses a proprietary credit scoring model designed by VantageScore Solutions, LLC. There are numerous other credit scores and models in the marketplace, including different VantageScores.
Please keep in mind third parties may use a different credit score when evaluating your creditworthiness. Also, third parties will take into consideration items other than your credit score or information found in your credit file, such as your income. VantageScore®, Equifax®, Experian® and TransUnion® are registered trademarks of their respective owners.
All 2018 and newer versions of Quicken entitle users to 5GB of free Dropbox storage while subscription is in effect. EQUIFAX is a registered trademark of Equifax Inc. The other Equifax marks used herein are trademarks of Equifax Inc.
Dropbox, PayPal, Yelp, and other parties’ marks are trademarks of their respective companies. Terms, conditions, features, availability, pricing, fees, service and support options subject change without notice.
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Quicken is a personal finance management program created by Intuit, the makers of QuickBooks. Whereas QuickBooks was developed for businesses who wanted handle the bulk of their accounting in-house, Quicken was designed for the home-based or small business user who wants to manage their finances using a feature-rich, intuitive accounting program that's simple to use.