SCOM0663 - Quicken 2017 - Preview

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Published on 29 Jan 2020 / In Accounting & Finance Software

This is a short preview of a full ScreenCastsOnline video tutorial. To see the full tutorial visit http://screencastsonline.com for a free 10 day trial membership.

Quicken has been around for many years and has become the go-to finance management software for the PC. Quicken’s history with Apple products has not been as good however, with many of the features either missing, or not functioning as well as their PC counterpart.

Quicken for Mac has seen some software improvements that brings it a lot closer to the PC version in terms of its feature set.

In this screencast Todd Olthoff takes a look at some of the differences, and covers most of the features available in the 2017 version of Quicken for Mac.

Quicken has some great features for tracking your bank and credit card accounts, as well as the ability to track your investments and loans to help you see your overall financial picture. We also take a look at Quicken for iOS, which allows you to see your financial picture on the go, and syncs with the desktop version.

The full tutorial covers:

* Mac vs PC Version
* Installation & Set Up
* Interface Overview
* Add Credit Card Account
* Importing Bank Files
* Editing Account Details
* Working with Transactions
* Scheduling Transactions
* Reconciling Your Accounts
* Sorting and Searching Your Transactions
* Working with Loans
* Working with Investments
* The Home Tab
* Budgets Tab
* Reports Tab
* Calendars & Alerts Tabs
* iOS Companion App

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