Importing a Quicken 2007 file containing multiple accounts that have the same online banking settings will no longer cause some accounts to be skipped. Accounts that have a Last Check Number of 0 are no longer skipped when importing a Quicken 2007 file. Transactions that contain illegal characters (like tab, new line, and return) are no longer skipped when importing a Quicken 2007 file. Direct Connect connections now time out after 3 minutes instead of 30 seconds. Direct Connect servers that generate invalid OFX with un-escaped ampersands will no longer prevent downloads. Direct Connect servers that generate invalid OFX DTEND values will no longer prevent future downloads. Direct Connect downloads that have unexpected Bond or Option data will no longer affect the market value calculation. Register searches will now find values in the Check # column. Register searches using date ranges will now work properly in all time zones. Files that have the HFS “busy†flag turned on will no longer cause a “File is busy†alert on Lion.
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Quicken Essentials for Mac is a powerful finance suite but the decision to drop many online features and lack of improvement in certain areas mean it will be a disappointment to dedicated Quicken users.īug Fixes Double-clicking an account in the Account Status window will open the register for that account.
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It's also rather annoying that there is not trial version available with which to assess whether its worth trusting Quicken Essentials with your finances.
The way it handles calculations of money in and out isn't as straightforward as it should be and you can't arrange categories in batches very easily has been noted. Quicken Essentials for Mac also leaves something to desired on its much vaunted reporting functions for many users. Annoyingly however, major features such as the ability to pay bills, store investment transaction history and export to TurboTax have been dropped in this version. It also supports importing of data from earlier versions of Quicken as well as the Windows version.
Quicken Essentials for Mac automatically categorizes transactions so you can see where your money is going plus snapshots of upcoming bills and paychecks.
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