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1. #Transfer transactions in the budget on quicken for mac 2016 how to
2. #Transfer transactions in the budget on quicken for mac 2016 windows

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.) If you do not click VOTE at the top of the page of each feature, your vote will NOT be counted for THAT specific feature! Then VOTE on EACH IDEA separately that you are interested in. List of Requests for User Interface Options and FeaturesĬlick on each link above, then be sure to scroll down each page, as some contain lists of related features.List of Requests for Data Entry and Usability Options and Features.List of Requests Related to Investments.List of Requests for Bill Reminders (aka Scheduled Transactions) and Graph Features (aka Cash Flow Forecast or Projected Balance).List of Requests for Reconciliation Process.Restore Transactions Downloading Acceptance and Matching workflow.List of Requests for Report Related Features.The following are some of the many feature requests you will find:

#Transfer transactions in the budget on quicken for mac 2016 how to

To do that, I suggest you read this FAQ on how to filter the IDEAS to just show the ones for the Mac version, then VOTE to your heart's content: I also highly recommend that you browse through the IDEAS section of this forum and VOTE for the request of each of the missing features to be added back into Quicken for Mac.to help direct the priorities of the developers. Nothing shows up as anything but "Other Transactions: Transfers between accounts" at the bottom of category reports which do not appear in budgets or other reports. It seems from Quicken's own help file that it was intended to function this way but clearly it does not as I have tried over and over again to modify existing transfer transactions or set up new ones. Changing the category of a transfer (linked or otherwise) does not make it appear in either category reports or the budget. There is no provision for tracking savings in a budget and at least tracking transfers to brokerage or other savings account in the budget would be a good start. It is definitely an improvement on previous versions but the inability to track transfers in categories (despite the fact that the Quicken Help section indicates that you can) is a significant liability.

So here I am again trying with the latest iteration of Quicken for Mac.

#Transfer transactions in the budget on quicken for mac 2016 windows

Really tired of maintaining a Windows virtual machine on my Mac for the sole purpose of running Quicken. Every effort to this point has been a complete disappointment and I have ended up continuing to use the Windows versions. I am so glad to see this post as I am trying (again) to migrate from Quicken for Windows to Quicken for Mac.