- #Auto backup quicken for mac how to
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Downloading all your data in one fell swoop is a definite time-saver, but hardly something to get excited about unless you have lots of accounts. The last major new feature is the ability to download data for multiple accounts from a single financial institution, such as separate personal and business checking accounts, or two spouses’ credit card transactions.
If you make heavy use of scheduled transactions, you’ll appreciate how Intuit has revamped this formerly confusing interface to reduce confusion. Quicken 2006 also features more choices in scheduled transaction frequencies to address common occurrences such as quarterly estimated taxes, biannual property taxes, and Social Security payments that arrive on specific days of each month.
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The upgrade will pay for itself if you ever need to restore or recover a data file, but employing good backup practices with Mac OS X’s existing tools can accomplish the same thing without having to spring for the new version. In this same vein, Intuit’s data recovery service is now free, no longer $200. Keeping a current offsite backup couldn’t be easier. In the wake of Hurricane Katrina, I really appreciate the added ability to automatically back up an encrypted version of my Quicken data file to my iDisk’s Documents folder whenever I close the file (you must subscribe separately to.
#Auto backup quicken for mac how to
And I defy anyone to figure out how to tweak the renaming rules without consulting Quicken’s 445-page PDF documentation.
Unfortunately, creating Smart Payees works differently when downloading transactions from a financial institution (just retype the name of the payee) than it does when browsing a register (click the arrow icon at the right of the payee field and select from the pop-up menu). Everyone benefits-not just the anal-retentive crowd-because this reduces the total number of payees, resulting in more-accurate reports. For example, if a store name in a downloaded transaction appears in all capital letters followed by a cryptic merchant code, such as “WILLIAMSSONOMA01002369,” you can manually change it to “Williams-Sonoma.” Quicken then applies that change to all past and future transactions from the same payee. Smart Payee, the flagship new feature, offers the ability to batch-rename payees. Meanwhile, many long-time annoyances remain. Mac backup, greater scheduling flexibility, and simplified downloading of multiple accounts.
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Intuit claims that Quicken for Mac 2006Ĭontains more than 50 improvements based upon user suggestions, but there are only four major new features-Smart Payee. Just as Microsoft has resorted to adding extraneous functions to entice users to upgrade periodically, Intuit has also succumbed to releasing new versions that sometimes contribute more to feature bloat than to significantly enhancing users’ productivity. Microsoft Word is the undisputed king of text-editing apps on the Mac, and similarly, Quicken is virtually without competition when it comes to personal-finance software.
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