Quicken 2016 For Mac

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The Quicken ID is the ID you’ll use to access all Quicken applications, including Quicken for Windows, Quicken for Mac, Quicken on the Web, Quicken Mobile, and Quicken.com. If you don’t already have a Quicken ID, you’ll be prompted to create one when you install and open Quicken.

HomeQuicken for MacErrors and Troubleshooting (Mac)
edited August 2018 in Errors and Troubleshooting (Mac)

Sep 27, 2019  Easily import data - Easily import data from Quicken Essentials for Mac, Quicken Mac 2007, and Quicken 2010 for Windows or newer versions. Easy to get started and keep going - Step-by-step guidance helps you get up and running fast. Gives you the big picture in minutes. Special tool for upgraders, too! Easy setup tool for automatic downloads. To run Quicken for Mac, you’ll need to be running OS X 10.10 (Yosemite) or newer. New Features introduced in Quicken 2016 for Mac. If you missed last year’s version of Quicken for Mac, here’s what was available in the previous release: Bill Payment — You can make payments within the Quicken app.

How do I find the renaming rules in Quicken 2016 for Mac?

Oct 09, 2018  I'll take the other side of the argument. I actually think Quicken has improved significantly since Intuit sold it to HIG Capital in 2016. I have the 2017 Quicken Mac version and it's great. Quit Quicken. Double click on the Quicken 2016 application file you made a copy of above. If this launches - and is version 3.5.4 - all you need to do is copy this file into your Application folder. Otherwise, try double clicking on the.zip file. This should unpack a Quicken 2016 application file. Try running this new application file.

Comments

  • edited August 2018
    To my knowledge, these are not user accessible. However, as you change payee names for downloaded transactions, Quicken should learn the new names and make those substitutions for you.
    If you are not happy with how payees are being renamed, one thing you can try, is to change the setting of 'Clean up payees' under menu Quicken > Preferences > Connected Services.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • edited August 2018
    You may want to add your VOTE to Have Local Rules for Renaming Payees.

    You may also want to add your VOTE for the Ability to LOCK a payee and categorization.

    First
    , click on each underlined link
    above to go there, then click VOTE at the top of THAT page, so your vote will count for THIS feature and increase its visibility to the developers.
    (If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.)

    If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.

    (Canadian user since '92, STILL using QM2007)
    Have Questions? Check out these FAQs:
    • Quicken Windows FAQ list
  • edited August 2018
    I also highly recommend that you browse through the IDEAS section of this forum and VOTE for the request of each of the missing features to be added back into Quicken for Mac..to help direct the priorities of the developers.
    To do that click on this underlined link, following the instructions then VOTE to your heart's content:
    Categorized List of IDEAS of Feature Requests and Enhancements to Vote On

    (If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.)

    If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.

    (Canadian user since '92, STILL using QM2007)
    Have Questions? Check out these FAQs:
    • Quicken Windows FAQ list
  • edited August 2018
    My problem is that Quicken is automatically changing entries and I want to delete a specific 'rename' rule.
  • edited December 2016

    My problem is that Quicken is automatically changing entries and I want to delete a specific 'rename' rule.

    At the moment, there is little control over this; it is an all or nothing. All you can do is turn off the 'Clean up payees' as mentioned above.
    That is why having local renaming rules would help. Be sure to add your vote for this item..
    BTW, the link above is broken (I will have it fixed). Meanwhile, here is the correct link:
    Have Local Rules for Renaming Payees

    (If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.)

    If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.

    (Canadian user since '92, STILL using QM2007)
    Have Questions? Check out these FAQs:
    • Quicken Windows FAQ list
  • edited April 2018

    To my knowledge, these are not user accessible. However, as you change payee names for downloaded transactions, Quicken should learn the new names and make those substitutions for you.
    If you are not happy with how payees are being renamed, one thing you can try, is to change the setting of 'Clean up payees' under menu Quicken > Preferences > Connected Services.

    Typing tutor for mac os. They are simple to understand and one can use them quickly without the need of training.

    My renaming rules are a mess. Not sure how they got that way. Unchecking (disabling) the 'Clean up payees' feature has not prevented Quicken 2017 for Mac from continuing to rename my downloaded transactions. Even going in and manually putting the names back to what they should be has not helped. I've looked extensively at the Quicken Support pages and while Quicken for Windows offers the ability to edit the rules, Quicken for Mac does not. Why add half of a feature?
  • edited October 2017

    My problem is that Quicken is automatically changing entries and I want to delete a specific 'rename' rule.

    That is annoying. I accidentally renamed The Home Depot to another payee's name and I'd like to separate them.
  • edited October 2017

    My problem is that Quicken is automatically changing entries and I want to delete a specific 'rename' rule.

    If you just did it and you have not quit Quicken you can UNDO the changes. If you have already quit, you either have to make the changes manually or revert back to a previous copy of your data file.
    (If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.)

    If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.

    (Canadian user since '92, STILL using QM2007)
    Have Questions? Check out these FAQs:
    • Quicken Windows FAQ list
  • edited October 2017

    My problem is that Quicken is automatically changing entries and I want to delete a specific 'rename' rule.

    Thanks for responding. I didn't notice it was happening until it was way past the point of undoing. Ugh.
  • edited October 2017

    To my knowledge, these are not user accessible. However, as you change payee names for downloaded transactions, Quicken should learn the new names and make those substitutions for you.
    If you are not happy with how payees are being renamed, one thing you can try, is to change the setting of 'Clean up payees' under menu Quicken > Preferences > Connected Services.

    Does anyone know of Quicken for Mac 2018 resolves this issue?
  • edited December 2017

    You may want to add your VOTE to Have Local Rules for Renaming Payees.

    You may also want to add your VOTE for the Ability to LOCK a payee and categorization.

    First
    , click on each underlined link
    above to go there, then click VOTE at the top of THAT page, so your vote will count for THIS feature and increase its visibility to the developers.
    (If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.)

    So I did upvote your suggestion. Is there any evidence that Quicken Corp pays any attention to these reports, suggestions, or bug reports?
  • edited October 2017

    To my knowledge, these are not user accessible. However, as you change payee names for downloaded transactions, Quicken should learn the new names and make those substitutions for you.
    If you are not happy with how payees are being renamed, one thing you can try, is to change the setting of 'Clean up payees' under menu Quicken > Preferences > Connected Services.

    There are no documented changes in this area.

    If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.

    (Canadian user since '92, STILL using QM2007)
    Have Questions? Check out these FAQs:
    • Quicken Windows FAQ list
  • edited October 2017

    You may want to add your VOTE to Have Local Rules for Renaming Payees.

    You may also want to add your VOTE for the Ability to LOCK a payee and categorization.

    First
    , click on each underlined link
    above to go there, then click VOTE at the top of THAT page, so your vote will count for THIS feature and increase its visibility to the developers.
    (If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.)

    Yes they do..we just do not get a lot of feedback, though I have received quite a few privately from the product manager acknowledging that they pay attention.
    A very public case is when an uproar occurred over Quicken's original plan to make ALL versions make your data read-only if your subscription expired, starting with QW2017 for Canada (see this thread). They backed off of that, with the exception of the Starter version. So yes, your VOTES do matter!
    (If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.)

    If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.

    (Canadian user since '92, STILL using QM2007)
    Have Questions? Check out these FAQs:
    • Quicken Windows FAQ list
  • edited August 2018
    Obviously no end user should have to resort to this, but If you're comfortable with a little SQL, you can fix this yourself. This worked fine for me, but standard disclaimers apply: warranty voided, back your file up, etc. Close Quicken before doing this.
    DO THIS AT YOUR OWN RISK
    Find your data file (~/Library/Application Support/Quicken/Documents/YOURFILE.quicken/data). This is a sqlite3 datafile. You can open it with sqlite3 (or any other sqlite UI).
    Locate the database id of the vendor that things are getting aliased to. In this example, I’m using “Home Depot” as the erroneous alias. (Sqlite isn't case-sensitive).
    select Z_PK, ZNAME from ZUSERPAYEE where ZNAME like ‘%Home Depot%’

    Take note of the Z_PK value. This is used to alias payees in a different table. For this example, I’ll use the value 153.
    * Note if you see more than one primary key, you’ll need to figure out which you’re getting aliased to. You can query the ZFIPAYEE table for the incorrectly-aliased payee todo that.
    Now get the list of payees that are aliased to the one you just located:
    select Z_PK, ZALIAS, ZNAME from ZFIPAYEE where ZALIAS = 153

    You should see one or more payees. For example:
    5 153 Withdrawal Date Instacart
    46 153 Some Company
    128 153 Withdrawal Date Donut Shop
    254 153 Withdrawal Credit/Debit Card..
    For each that you want to fix, get the correct alias id:
    select Z_PK, ZNAME from ZUSERPAYEE where ZNAME like ‘%instacart%’
    That returned Z_PK = 368 for me.
    Finally, update the ZFIPAYEE table with the correct alias. Use the Z_PK from the ZFIPAYEE table.
    update ZFIPAYEE set ZALIAS=368 where Z_PK = 5
    Repeat for each incorrectly aliased payee.
  • edited August 2018

    Obviously no end user should have to resort to this, but If you're comfortable with a little SQL, you can fix this yourself. This worked fine for me, but standard disclaimers apply: warranty voided, back your file up, etc. Close Quicken before doing this.
    DO THIS AT YOUR OWN RISK
    Find your data file (~/Library/Application Support/Quicken/Documents/YOURFILE.quicken/data). This is a sqlite3 datafile. You can open it with sqlite3 (or any other sqlite UI).
    Locate the database id of the vendor that things are getting aliased to. In this example, I’m using “Home Depot” as the erroneous alias. (Sqlite isn't case-sensitive).

    select Z_PK, ZNAME from ZUSERPAYEE where ZNAME like ‘%Home Depot%’

    Take note of the Z_PK value. This is used to alias payees in a different table. For this example, I’ll use the value 153.
    * Note if you see more than one primary key, you’ll need to figure out which you’re getting aliased to. You can query the ZFIPAYEE table for the incorrectly-aliased payee todo that.
    Now get the list of payees that are aliased to the one you just located:
    select Z_PK, ZALIAS, ZNAME from ZFIPAYEE where ZALIAS = 153

    You should see one or more payees. For example:
    5 153 Withdrawal Date Instacart
    46 153 Some Company
    128 153 Withdrawal Date Donut Shop
    254 153 Withdrawal Credit/Debit Card..
    For each that you want to fix, get the correct alias id:
    select Z_PK, ZNAME from ZUSERPAYEE where ZNAME like ‘%instacart%’
    That returned Z_PK = 368 for me.
    Finally, update the ZFIPAYEE table with the correct alias. Use the Z_PK from the ZFIPAYEE table.
    update ZFIPAYEE set ZALIAS=368 where Z_PK = 5
    Repeat for each incorrectly aliased payee.
    Sounded good, until I see that I have no QUICKEN folder under APPLICATION SUPPORT..
  • edited August 2018
    You can't see the path from FINDER, but you can using TERMINAL.
  • edited August 2018
    I never did figure out how to see the file from within SQLite Manager. I could open it from Finder with the 'OPENWITH' command, but that did not show any tables.
  • edited August 2018

    I never did figure out how to see the file from within SQLite Manager. I could open it from Finder with the 'OPENWITH' command, but that did not show any tables.

    You need to right click on the Quicken file in the Finder and choose Show Package Contents. Then within the Contents folder, the file named 'data' is the one you can open with an SQLite app.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • edited August 2018

    I never did figure out how to see the file from within SQLite Manager. I could open it from Finder with the 'OPENWITH' command, but that did not show any tables.

    Thanks that worked.
  • Checked
    15 / 01 / 2017
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    www.intuit.com

Quicken is a personal finance management tool developed by Intuit, Inc. On March 3, 2016, Intuit announced plans to sell Quicken to H.I.G. Capital Terms of the sale were not disclosed.

OSMac OS X
LanguageEnglish
License & Price Purchase
DeveloperIntuit
Official websitewww.intuit.com

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