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Sometimes it feels like they're just getting you to buy the newer version, right? Quicken was once the most popular and powerful personal finance management software out there. But Quicken isn't what it used to be.

To change the owner name, and a bunch more information in documents, including address, phone number, etc (information that the previous owner undoubtedly does not want included in every document you create, you need to launch MS Word and click on the “Word” menu. Change document ownerвђ™s name in microsoft word for mac?. To see the Author property for a document, click the Microsoft Office Button, point to Prepare, and then click Properties. Change the author name for new documents. Click the Microsoft Office Button, and then click Word Options.

Perhaps if enough people started complaining or asking about it, things may change. But maybe not. So, as of now, there is no direct way to download the Thrift Savings Plan into Quicken from the TSP website, but, there is a work around.

Quicken tech support tells me they are going to remove my bank from their list of supported DC banks (Citizens Mid-Atl Consumer) if they can confirm my story. After doing my Windows to Mac conversion, adjusting a few minor elements in my records and establishing Dir. Connect with two other banks without issue, I’m now in a holding pattern until this bank supports Mac 2017. How to get data analysis tool in excel for mac. Fortunately I can still use Quicken Windows. That said, what I’ve seen of other features in Mac 2017 is encouraging. Thanks for sharing your experience with Quicken and Direct Connect.

Importing bank statements into Quicken is a great way to keep track of your income and expenses without having to enter all the information manually. Note: In Quicken for Mac, Buy transactions appear as negative transactions and Sell transactions appear as positive transactions. In addition, the “Today’s Balance” field will always show “$0.00” as it’s meant for Cash Balances which aren’t applicable to American Funds.

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It’s also important for people who enjoy taking a vacation or who want to make a large purchase in the future. Planning ahead can help an individual figure out how much disposable income should be saved each month. Personally, how do you budget and how has that changed over the years? I use Microsoft Excel and I plan a quarterly budget which, at this point, revolves around my childcare expenses.