Balance not showing in quicken essentials for mac

Double-click your mouse on the account where you wish to enter the opening balance. If you have not set the account up in the program yet, click on "Add Account" in the program menu and enter your information. The setup wizard asks for the opening balance on any new account. Enter the date in the account registry.

How to Enter an Opening Balance for an Account in Quicken | agfox.com

This is not necessarily today's date, but the date where you want the program to start tracking the account. Type the words "Opening Balance" in the description if it is not already there. Look at your financial statement to determine the account's balance on the date you entered as the opening date. Specializing in business and finance, Lee Nichols began writing in Skip to main content. Enter the balance from your financial statement into the registry. Things Needed Financial statement. Tip Newer versions of Quicken allow you to use the Internet to link the program with your account and automatically enter the account information.

Warning If you have a debit charged to the account after entering your opening balance, you may have to enter a balance adjustment for the program to provide accurate financial information. References 1 Ohio State University Extension: Just one problem with that, 5 of those accounts were closed, so all that history is gone.

Was I using that history? Not really, but it still stings to lose it all. Both of my active K accounts were wiped of history as none of the transactions came across. Very disconcerting. Everything came across, that was supposed to, and the errors for those accounts were minimal.

All of the errors I experienced were logged in the Import Log , which is the good news.

The bad news was that Intuit should have provided a Transaction Date for the items logged in the Import Log, that would have made it MUCH easier to locate and correct following the import. It just feels like the application was written by Apple and that says a lot for the effort that Intuit put into this application.

Everything lines up on the left, the different view panes are adjustable, and you perform various filtering capabilities at the top of each window. Additionally, the interface is responsive. All transactions are presented in a single line more below. As an improvement over previous Quicken for Mac products, the columns are completely adjustable. However, these settings appear to be per account, so you have to keep doing it on every Register.

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One gripe I have with entering transactions in the register is choosing Categories. I got very used to using Quicken for Mac with a keyboard and typing out the first few characters of my Category, Quicken for Mac would autofill these for me while I was typing so does Quicken Essentials , but where this application is different is sub-categories. Quicken for Mac would let me hit a colon: However, there is a new Category picker which for some reason is called a Register List Picker that is on by default and can be disabled from the View menu.

Overall, Quicken Essentials does a nice job with the Register. It has a similar feel to the Quicken for Mac Register, with some very welcome improvements. It worked well, other than the slight delay I experienced while moving between fields. I entered a transaction into the wrong account, and went to find my Move Transaction menu item, it was gone, which sucked.

Guess what? It worked exactly like it should! Since my brokerage accounts all had zero balances, I decided to try setting them up first, to get a feel for this aspect of Quicken. However, ING Direct cannot be setup, you must download the transactions and import them manually into Quicken, iBank had the same issue. Shame on ING. I verified it by accessing the USAA website directly, Intuit kindly provided me a direct link to the website and asked me to verify my information.

After changing my password at USAA to something less secure than it was, I was able to access my account, proving this is a bug in Quicken Essentials, which needs to be addressed by Intuit. ING Direct, as mentioned above, was one of these. Based on experience with Mint.

You can one-click update all of your online accounts, or do them individually. The only shortcoming besides the bug I found is that you cannot setup a schedule. It would be really great if you could set it up to automatically update every time you opened Quicken, every time you closed it, or in some type of a background process that could be scheduled outside of the application. However, one-click updating is probably sufficient for most people, including me. This is another strong area for Quicken Essentials and one of the primary reasons we take the time to use personal finance software.

Customer Questions & Answers

Categories are essentially unchanged in this version, with the Register List Picker being the only new item. All of your custom categories will be imported into Quicken during your data import process. I spent a bit of time going through them all and renaming the bad ones to existing ones. That rocked.

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Intuit has taken the previous concept of Classes and Web 2. Why do you care? Because Tags rule! When you eat out, you probably always categorize them as Dining. But what if that dinner was with a client? So you use a Tag: Business Expense. These can include transactions from a bunch of Categories. I never used Classes under Quicken for Mac, I never really understood what they were for!

They were always Tags. Pulling them out of the Category means your data will export and import more efficiently to other applications. This is the single biggest weakness for Quicken Essentials, for me. I so miss using PocketQuicken. Maybe not. I hope they do. Why do you spend all your time Categorizing transactions? Adding Tags to transactions? So you can write and view reports of course! This, also, is an area where Quicken Essentials should shine.

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It took me a bit to figure out how to create custom reports. That button will bring up the above screen if you clicked the Category Summary report. Here you can customize the settings of that report, then save your customizations as a new report that will show up under the Reports section in the sidebar. You really cannot setup anywhere near the reporting environment that Quicken for Mac provided.

This is probably the single largest failing of Quicken Essentials in my opinion.

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Quicken Essentials has taken a beating from all over the blog-o-sphere and the Internet, especially from the Quicken User Community. As I was writing my two review articles, I stopped entering any transactions into Quicken for Mac. I was serious when I wrote that I had entered my last transaction into that application.

Because of my hiatus, I had accumulated a backlog of transactions to enter into…something. As my wife will attest, going several weeks without entering transactions…somewhere, is a long time for me. I even worked out a system where she can take a photo of a receipt, drop it in our Dropbox , and then it will automatically import into Yojimbo so I know to enter it into…something.

I entered enough into iBank during the review to get a feel for how well it worked, but I never entered the full backlog. Then while working with Quicken Essentials I found myself entering not only the transactions I needed to enter for the review, but my entire backlog. It just feels right to be putting them into Quicken.

I really enjoyed using iBank, but it never gave me that same sense of familiarity. Also, it was slow. At this point, you need to be very honest with yourself. What can you live without? I want to take a moment to congratulate Intuit. They could have opted to hide or downplay these issues, but they chose to embrace them.

They deserve credit for that, if nothing else. During the writing of this review, Intuit released a Quicken Essentials for Mac upgrade. The current version is now 1. It was pretty high level.