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For a Payee list, just change Row to Payee in step #2 above.

You can print this report and ignore the dollar number, or You can export to CSV, open in Excel or Numbers, and remove all but the Category column and then print. You now have a report that shows every category used in any transaction (it will not show any unused categories).But if you don't have any transactions to this category, your budget will be out of whack if you create dummy transactions to this category, your budget will work, but your cash account would be. If a budget is central to your use of Quicken, you could create a dummy expense category, like 'Savings' and budget for it.Quicken 2017 - Getting Started (this is a companion for Quicken 2014-2016 as well) - Duration: 1:01:02.

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You should consult your own professional advisors for such advice. CreditDonkey is not a substitute for, and should not be used as, professional legal, credit or financial advice. When you click on the 'Apply Now' button you can review the terms and conditions on the card issuer's website.ĬreditDonkey does not know your individual circumstances and provides information for general educational purposes only. However, all information is presented without warranty. Reasonable efforts are made to maintain accurate information. *See the card issuer's online application for details about terms and conditions. CreditDonkey does not include all companies or all offers that may be available in the marketplace. This compensation may impact how and where products appear on this site (including, for example, the order in which they appear). †Advertiser Disclosure: Many of the offers that appear on this site are from companies from which CreditDonkey receives compensation. We publish data-driven analysis to help you save money & make savvy decisions.Įditorial Note: Any opinions, analyses, reviews or recommendations expressed on this page are those of the author's alone, and have not been reviewed, approved or otherwise endorsed by any card issuer. The company shows no signs of getting rid of the product any time soon.ĬreditDonkey is a personal finance comparison website. If you're unhappy with your current software, it may be time to check out other options.īut if your Quicken subscription has be working well for you, don't worry. There are many tools available for tracking investments and managing expenses. And they're still pushing out new features and updates.

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Quicken has been in business for a long time compared to other personal finance software companies. Although they provided a new tool to replace it, some users feel it's an inferior product. The company also abruptly discontinued their Quicken Bill Pay feature in 2020. You'll get the latest features and tools each time you renew your subscription. With their subscription product, this won't be an issue-as long as you're willing to pay. Quicken has discontinued several versions of its software.

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Quicken for Mac looks modern, but lacks robust planning and reporting tools. Quicken for Windows looks more outdated but has more functionality. The two versions are also quite different.

There's no easy way to transfer your data from one version to the other. Quicken has Mac and Windows versions, but they aren't compatible with each other. It comes with a host of robust tools-plus, you don't have to lock yourself in with a subscription.

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If you're looking for a free way to manage your money, check out Personal Capital. Instead of upgrading once every 3 years, users now have to renew every year to use the program. Since 2018, Quicken has switched to a yearly subscription model.

If you had a copy of Quicken 2015, for example, you would no longer get updates or support after 2018. This eventually changed as Quicken started to discontinue their products after three years.

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Just pop in the floppy disk (remember those?) or CD and download the software to your computer. In its early days, one Quicken purchase would give you access to the program forever. But some users feel these could be signs of Quicken going downhill. Naturally, it's been through a few transformations. Quicken has been in the business for nearly 40 years.

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