#Undo reconciliation in quicken for mac how to
#Undo reconciliation in quicken for mac mac

Quicken will back this file up automatically, but you can customize the backup location. Your Quicken data file is one of the most important files you have, and a good backup is a must. Quicken does the calculation and places the result into the field. When youвЂ™ve entered all your numbers, click on the Total but-ton at the bottom of the paper tape (or press enter).

Enter the numbers you want to calculate, pressing an operator key between each number.

#Undo reconciliation in quicken for mac how to

HereвЂ™s how to use it: While youвЂ™re in any field that you can enter an amount in, press an arithmetic-operator key (+, вЂ“, *, /, or =) to open the QuickMath paper tape. Instead, QuickenвЂ™s QuickMath feature gives you a simple вЂњpaper-tapeвЂќ calculator (like an old adding machine) right in the account register. If you want to make a quick calculation while youвЂ™re entering data in the account register, you donвЂ™t have to reach for the calculator on your desk or in Dashboard. Once youвЂ™ve set up these classes, you can easily generate a report for the entire familyвЂ™s medical expenses (sorting by category), another for all your expenses (sorting by class), and a third for just your medical expenses (sorting by both class and category). Then, during data entry, you can assign a class to a transaction by appending a forward slash and a class name to the category name. Just choose Lists: Classes, click on the New button in the Classes window, and add a new class name. For example, you might create a class for each of your familyвЂ™s members. Classes are distinct from categories, so they can further define a transaction that has already been assigned to a category. The smarter thing to do is to create classes in Quicken. But what about your kids? Do you really need a different Medical subcategory for each family member? If you do, and if you apply the same logic to your other expenses, youвЂ™ll soon have an unmanageable number of categories and subcategories. You could create two subcategories under the Medical category. For example, letвЂ™s say you want to track individual medical expenses for you and your spouse. Quicken makes it easy to create categories for all your financial transactions-perhaps too easy. Get rid of categories youвЂ™ll never use by choosing Lists: Categories & Transfers: Remove Unused Categories.

But even though some of QuickenвЂ™s default categories may not work for you, those categories will still appear every time you view the Categories & Transfers window or use the pop-up category list in the account registers. QuickenвЂ™s categories are the key to tracking your spending.

You can make entries in any of your Quicken accounts those entries will be automatically imported into your account registers the next time you launch Quicken. Need to quickly record an expense? Just tap the key youвЂ™ve configured to launch Dashboard, and then use the QuickEntry widget that was introduced with Quicken 2007. In the Edit Command Key dialog box, you can enter your preferred shortcut. Just hold down the 1 key and choose the item you want to customize from the menu bar. If you donвЂ™t like QuickenвЂ™s default keyboard shortcuts, change them or add your own. HereвЂ™s my top-ten list of tricks every Quicken user-from novices to experts-should know. But despite its ubiquity, I still run across many Quicken users who arenвЂ™t getting the most out of the program, because they donвЂ™t know some simple tricks that can make it easier to use.

#Undo reconciliation in quicken for mac mac

Has been the default personal finance manager of Mac users for years.