• Understanding Quicken Classic for Mac
    • Getting started
    • Learning about categories and tags
      • Adding categories or tags
      • Delete categories and tags
      • Assign categories and tags to uncategorized transactions
      • Edit categories and tags
      • Merge Categories
    • More Quicken Information
    • Learning about the Quicken window
      • Resizing the Sidebar
      • The Quicken sidebar
      • Navigating the Quicken Home Dashboard
      • Open sidebar accounts or groups in new windows
      • Organizing the Sidebar
    • Learning about registers
      • Entering transactions
      • Editing transactions
      • Deleting transactions
      • Finding transactions
      • Exporting register transactions to a CSV (spreadsheet) file
      • Adding renaming rules
      • List of Register Columns
      • Status icons in your Quicken account register
      • Add an attachment to a transaction
      • Split transactions
        • Setting auto-adjust for eBill splits
      • Transferring money between accounts
      • Adding QuickFill rules
      • Using registers
      • Understanding the Account View
    • Settings
      • Connected Services settings
      • Messages & Offers settings
      • Mobile, Web, & Alerts settings
      • Register settings
      • Sidebar settings
      • Security settings
      • Budgets settings
      • General settings
      • Backup settings
    • Learning about accounts
      • Configure account settings
      • Hidden accounts after update
        • Editing accounts
      • Deleting an account
      • Hide, separate, close or delete accounts
      • Adding a Lending Loan account
      • Downloading transactions
        • Why do I need to enter multi-factor authentication every time I update?
      • Setting up accounts
        • Setting up an offline account
    • Keyboard Shortcuts
    • Learning Center
  • Bills & Income - Mac
    • Bills & Income Overview
    • Bill Payment
      • Adding online bill pay transactions
      • Learn about Quick Pay
        • Make a Quick Pay payment
        • Add or Edit Quick Pay Payment Account
        • Quick Pay Payment Status
        • Track Quick Pay payment
      • Learn about Check Pay
        • Make a Check Pay payment
        • Add or Edit Check Pay Payment Account
        • Track Check Pay payment
      • Learn about Bank Bill Pay
        • Set up Bank Bill Pay
      • Setting your payment alert settings
    • Income view
    • Projected balances
    • New bills
    • Payees
      • Managing payees
      • Add new Online Payees
      • Update existing Online Payees
      • How Quicken suggests payee names for downloaded transactions
    • Activity
    • Bill history
    • Edit an existing scheduled transaction in the register
    • Bill Reminders
      • Create new scheduled transactions
    • Match your transactions
  • Budgets / Planning - Mac
    • About Quicken budgets
      • Budget view
        • Budget view graphs and settings
      • Create a budget
        • Create more than one budget
      • Editing your budget
      • Adding or removing categories or accounts from your budget
      • Duplicate a budget
      • Delete a budget
      • Rename a budget
      • Export or copy a budget
    • Calendar
      • Your financial calendar
      • Create your custom calendar
      • View and edit your Calendar transactions
      • View daily investment changes
      • Customize your calendar view
        • Examples of customizing your calendar
      • View your current and scheduled transactions
      • View your daily and projected cash balances
  • Taxes - Mac
    • Learning about taxes
    • Exporting data to tax software
    • Assign tax line items to categories
  • Reports - Mac
    • Create and Customize Reports
    • Export or copy a report
    • Deleting reports
    • Saving Reports
    • Working with the Tax Schedule report
    • Learning about reports
    • Accessing Reports in Quicken for Mac
    • Examining report details
  • Banking / Spending - Mac
    • Learning about cash accounts
      • Setting up cash accounts
      • Entering cash transactions
    • Learning about credit cards
      • Entering credit card transactions
    • Learning about asset or liability accounts
      • Setting up asset and liability accounts
      • Entering asset or liability transactions
    • Learning about checks
  • Managing Quicken Files - Mac
    • Learning about data files
      • Deleting data files
      • Renaming data files
      • Backing up data files
      • Opening data files
      • Changing or removing a data file password
      • Adding a data file password
      • Choosing between one or multiple data files
    • Converting your data
      • Things to do before converting your data
      • After you have converted your data
      • If your balance is incorrect
      • Set up transaction download
      • What data gets carried over
      • Banktivity import issues
      • Moneydance import issues
    • Transfer your Quicken data to a new Mac
  • Account Information, Updating & Upgrading - Mac
    • Quicken ID
      • Your Quicken ID
      • Change the password for your Quicken ID
      • Change your Quicken ID and the associated email address
      • Multi-factor authentication or “Secure Login”
      • Quicken ID, data file, and Mobile and Web Sync
      • Quicken ID FAQs
    • Where to download your copy of Quicken
    • Upgrade your Quicken software
    • How to extend, upgrade, or downgrade, your Quicken membership
    • What to do if you lose the activation code
    • How to cancel membership auto-renewal
    • How to cancel your Quicken membership
    • Where to find your membership expiration date
  • Mobile, Web, Sync, and Alerts - Mac
    • Set Up Alerts
    • Access Quicken Mobile or Web
    • Mobile & Web settings
    • Prerequisites to Using Quicken Mobile or Web
    • Reset Connected Services
    • Troubleshooting Quicken Mobile, Web Sync, and Alerts
    • Sync your accounts to Mobile & Web
  • Printing - Mac
    • Printing Budgets
    • Printing reports
    • Writing and printing checks
  • Investing - Mac
    • About Simple Tracking
    • About the Security Detail View
    • Adding expenses
    • Adding interest income
    • Adding long-term capital gain
    • Adding miscellaneous expenses
    • Adding miscellaneous income
    • Adding Payment/Deposit
    • Adding return of capital
    • Adding shares
    • Adding short-term capital gain
    • Adding stock dividend
    • Adding transactions to resolve out-of-balance securities
    • Buying bonds
    • Buying securities
    • Buying to cover
    • Creating investment reports
    • Creating securities
    • Deleting securities
    • Importing securities
    • Investing portfolio tab
    • Learning about investing in Quicken
    • Learning about the transactions view
    • Merging securities
    • Paying margin interest
    • Portfolio time machine (as of date)
    • Reinvesting long-term capital gain
    • Reinvesting short-term capital gain
    • Removing Shares
    • Resolving missing cost basis (placeholders)
    • Selling securities
    • Setting up investment accounts
    • To record a dividend reinvestment
    • To record an interest reinvestment
    • Updating share prices
    • Viewing security quotes and market value graphs using Security Detail
    • Viewing your holdings
    • About the Capital Gains Estimator
    • Adding a short sell
    • Adding a stock split
    • Adding dividend income
    • Adding income
    • Record reinvested income
    • About the Securities window
  • Property & Debt - Mac
    • Manage your loans
      • FAQs for managing loans
    • Converting a loan
    • Dashboard screens
    • Learning about the loan feature
    • Loan settings
    • Adding a loan
    • Tracking the value of your real estate
    • Adding loan terms
    • Deleting a loan
  • Reconcile an account - Mac
    • Troubleshooting and adjusting account
    • Using auto-reconcile
    • Editing the opening balance
    • Using reconcile
    • Using Reconciliation History to fix a previous reconciliation
  • Online Backup
  • Mac Release Notes
    • 2025 Release Notes
      • Version 8.4 (December 2025)
      • Version 8.3 (September 2025)
      • Version 8.2 (April-May 2025)
      • Version 8.1.2 (April 2025)
      • Version 8.1.1 (April 2025)
      • Version 8.1 (March 2025)
      • Version 8.0 (January 2025)
    • 2024 Release Notes
      • Version 7.10 (October-November 2024)
      • Version 7.9 (August 2024)
      • Version 7.8 (June-July 2024)
      • Version 7.7 & 7.7.1 (4_2024 & 5_2024)
      • Version 7.6 & 7.6.1 (3_2024)
      • Version 7.5, 7.5.1, 7.5.2 (1_2024)
    • 2023 Release Notes
      • Version 7.4, 7.4.1, & 7.4.2 (11_2023 & 12_2023)
      • Version 7.3, 7.3.1, & 7.3.2 (9_2023 & 10_2023)
      • Version 7.2 , 7.2.1, 7.2.2, & 7.2.3 (7_2023, 8_2023, & 9_2023)
      • Version 7.1, 7.1.1, & 7.1.2 (5_2023, 6_2023, & 7_2023)
      • Version 7.0, 7.0.1, 7.0.2, 7.0.3, & 7.0.4 (4_2023 & 5_2023)
      • Version 6.12, 6.12.1, 6.12.2,  6.12.3, 6.12.4, & 6.12.5 (2_2023 & 3_2023)
      • Version 6.11, 6.11.1, 6.11.2, & 6.11.3 (12_2022 & 1_2023)
    • 2022 Release Notes
      • Version 6.10, 6.10.1, 6.10.2, & 6.10.3 (10_2022 & 11_2022)
      • Version 6.9 (8_2022)
      • Version 6.8, 6.8.1, 6.8.2, & 6.8.3 (6_2022 & 7_2022)
      • Version 6.7 & 6.7.1 (4_2022 & 5_2022)
      • Version 6.6, 6.6.1, & 6.6.2 (2_2022 & 3_2022)
    • 2021 Release Notes
      • Version 6.5, 6.5.1, 6.5.2, & 6.5.3 (12_2021-1_2022)
      • Version 6.4, 6.4.1, 6.4.2, 6.4.3, 6.4.4, & 6.4.5 (9_2021-12_2021)
      • Version 6.3.0, 6.3.1, 6.3.2 & 6.3.3 (7_2021, 8_2021, & 9_2021)
      • Version 6.2.0, 6.2.1 & 6.2.2 (5_2021 & 6_2021)
      • Version 6.1.0 & 6.1.1 (1_2021 & 2_2021)
    • 2020 Release Notes
      • Version 6.0.0, 6.0.1, 6.0.2, & 6.0.3 (11_2020 & 12_2020)
      • Version 5.18, 5.18.1, & 5.18.2 (9_2020)
      • Version 5.17, 5.17.1, 5.17.2, 5.17.3, 5.17.4, 5.17.5, &  5.17.6 (7_2020, 8_2020, & 9_2020)
      • Version 5.16 & 5.16.1 (5_2020)
      • Version 5.15, 5.15.1, 5.15.2, & 5.15.3 (2_2020 & 3_2020)
      • Version 5.14.0, 5.14.1, 5.14.2, & 5.14.3 (1_2020)
    • Earlier Release Notes
      • Version 5.13.0, 5.13.1, 5.13.2, & 5.13.3 (10_2019 & 11_2019)
      • Version 5.12.0, 5.12.1, 5.12.2, 5.12.3, 5.12.4, & 5.12.5 (8_2019 & 9_2019)
      • Version 5.11, 5.11.1, & 5.11.2 (3_2019 & 7_2019)
      • Version 5.10 & 5.10.1(1_2019)
      • Version 5.9.0, 5.9.1, & 5.9.2 (12_2018)
      • Version 5.8, 5.8.1, & 5.8.2 (9_2018 & 10_2018)
      • Version 5.7.0, 5.7.1 & 5.7.2 (7_2018)
      • Version 5.6.4 & 5.6.5 (7_2018)
      • Important Investments Update in Version 5.6 and 5.6.1
      • Version 5.6.0, 5.6.1, 5.6.2, & 5.6.3 (5_2018)
      • Version 5.5, 5.5.1, 5.5.2, 5.5.3, 5.5.4, 5.5.5, 5.5.6, & 5.5.7 (2_2018, 3_2018, & 4_2018)
      • Version 5.4.4 (12_2017)
      • Version 5.4.0, 5.4.1, 5.4.2, & 5.4.3 (12_2017)
      • Version 5.3.0, 5.3.1, & 5.3.2 (11_2017)
      • Version 5.2.2 (11_2017)
      • Version 5.2.1
      • Version 5.2.0
      • Version 5.1.1 (Pre-Release)
      • Version 5.0.0 & 5.1.0 (Pre-Release)
    • Recently updated Quicken Classic for Mac topics
  • Business & Personal
    • Who is Quicken for Mac Business & Personal for?
    • Setting up your first business
      • Migrating to Business & Personal
      • Understanding the default business
      • Primary Use: Business vs. Personal
      • Navigating categories in Quicken for Mac Business & Personal
      • Switching business data from Windows to Mac
    • Creating additional businesses
    • Creating new business subcategories
    • Invoicing
      • Creating Invoices
      • Recording a payment on an invoice
      • Adding a business logo
      • Track and Invoice Clients for Billable Expenses
      • Issuing refunds
      • Using the Undeposited Funds account
      • Understanding sales tax accounts
      • Exporting Invoices
      • Accepting payments with Stripe
    • Managing clients from the Clients tab
    • Overview of Business Reports in Quicken
      • Business and Tax Reports
    • Business Dashboard
      • Getting started with business tracking
      • Business Reports
      • Income & Expense
      • Quarterly Estimated Tax Payment Due Dates
      • Upcoming Bills & Income
      • Using the client detail view
      • Business Mileage Tracking
      • Invoices Card Overview
    • Using the Mileage tab
      • Adding a new mileage entry
      • How to edit a mileage entry