On top of that, you can use AM, personal finance software, in one of many languages like French, Hebrew, German, etc. The best Quicken alternative. Use AceMoney on Windows or Mac OS X AM, personal finance software for Mac OS X or Windows, requires only 8 megabytes of memory.Quicken for Mac 2015-2021 does not import QIF files. Quicken 2018-2020 for Windows imports QIF files fine. HomeBank is similar in many ways to Intel’s Quicken, but is lighter weight and easier to use.Quicken 2005-2017 for Windows has to be at least the Deluxe version to import QIF files directly into bank or credit card accounts. Presently there is also a port to Mac OS. Reduce the file names for any accounts that have more than 15 characters or.HomeBank is a free multi-platform accounting software program available for Windows, Linux, and FreeBSD.HomeBank running in Ubuntu 18.04 Bionic Beaver HomeBank running in Windows 10Quicken Video University for Mac. In fact, you can be up and running with HomeBank in a few minutes, as opposed to the hours you’ll have to spend figuring out the right techniques for using GnuCash properly. By comparison, HomeBank is much simpler. There is also a high learning curve with GnuCash. However, from my perspective, GnuCash is overkill for the average user who is just trying to balance a checkbook. Supports categories and tagsA few people around the Internet have recommended GnuCash as a free, open-source alternative to Quicken.First, Quicken for Mac is more stable and features work.Learn more about your online financial management with Bank of America FAQs. Frustrated by the ongoing problems with Quicken for Windows, I decided to give Quicken for Mac a try. Because of the terrible reviews Quicken for Mac was getting, I bought Parallels and used my Quicken for Windows on my iMac.
Quicken Create Multiple Accounts Mac OS XThen, if desired, select any initial balance and overdrawn amount in the next two fields. For best security, type only the last four digits of your account number in the next field. Click Next.In the next section, type the name of your account, select the account type from the drop-down menu, type the name of the account (such as “Checking” or “Savings”, for example). Click Next.In the Preset Categories section, the default selection is usually acceptable. In the File Properties window, under Owner, type your name. To do this, click File – New. Just hover your mouse cursor over the buttons to get a brief explanation of what each button does. The HomeBank ToolbarThe HomeBank Toolbar is a convenient, one-stop spot to access frequently used features. So immediately after creating your HomeBank file, click Save As, then save your file with a unique file name such as “checking.xhb”, “business_checking.xhb”, or “johns_savings_account.xhb”, for example. If you give two or more accounts the same name or leave the account name unspecified, then HomeBank will overwrite the old file with the new empty file without warning you. Then, under Multiple Add, select Keep the last date and click OK. Click Edit – Preferences – Transactions. However, if you want to add older transactions, you might want to make a change in the Transactions field. The Edit MenuThe default preferences in HomeBank will probably be fine for most accounts. Just open an account file to activate these buttons in the toolbar. Usually this happens when you don’t have an account open. If your transaction is an expense, don’t forget to click the “+/-” button to the left of the amount field. Select the date and the amount of the transaction. Then at the bottom of the window, click Add. The default setting is to revert automatically to today’s date after adding a transaction.After you have created your first account, double-click the name of your account in the Accounts window, or select File – Open and choose your account file. Here you can edit your account name, number and balance limits, as well as what part of this account you would like to leave out of Reports. Then click the Options tab. Then select the starting check number for the two checkbooks listed below. Select a starting balance, if desired, then include any notes regarding this account. Select an account type and currency. For a brand new category, type the category name and the subcategory name below it. Click either the Expense or Income button at the top. If at any time you would like to add a new category, you may do it by clicking Manage and Categories. But on occasion, you will find that a category you need is missing. Then when you close the ledger window, you will be able to access your Templates in the Manage Scheduled/Template Transactions window. You can do this very easily by double-clicking your account in the main accounts window (or opening your account from the file menu), selecting the desired entry, then clicking the Create Template button below. But the best way to use this HomeBank feature is to create templates from your account entries. You can also edit and merge categories in this dialogue box.The Manage Scheduled/Template Transactions box in the Manage menu is extremely useful. Under Assign Payee, click If Empty, then select the desired payee. Then type a search term in the field below. Under Condition, click either Memo or Payee. To use this function, click Manage – Assignments. You can allocate the budgeted amounts either equally over all months, or by individual month.You can also use assignments to quickly and easily assign categories to certain payees. Then select the next date and the frequency for the scheduled transaction.Click Manage and Budget to select budgeted amounts for all income and expense categories. Under Format, click Customize. If the currency you are using is in the list, but you would like to change the way it appears on the screen, click Edit. If the currency you are presently using isn’t in the list, click Add, then select the currency in the list. Under Assign Payment, click If Empty, then select the type of payment you typically use for that payee.To manage currencies, click Manage – Currencies. Under Payment, select the type of transaction. Select the date and type the amount. At the bottom of the window, click the Add button. To do this, double-click your account in the accounts window, or click File – Open. Choose the decimal character, fraction digits and grouping character that you want, then click OK and Close.One way to add transactions is to select Transactions and then Add, but it’s better to do this in the ledger window. Detailed process app for macIf you plan to create another transaction, simply leave the window open. Type the Payee and choose the Category, then click Add. This will be essential for selecting the template to create a new transaction later on. You can view them as a list, a column, and a “donut” (i.e. Simply click Reports – Statistics to see your income and expenses organized by category. To select a different date for the scheduled transaction, click Add until and select the day of the month you would like the scheduled transaction to post, or click Add and select how many days in advance of the current date you would like the scheduled transaction to appear in HomeBank.The Reports menu gives you robust charts of your HomeBank data. The default behavior in HomeBank is to create scheduled transactions on the due date each time you open the program. Under View, select Income or Expense, and then under By, select whether you want to view the report by category, subcategory, payee, tag, month, or year. To create a chart, go to Display. Click Edit filter to change the categories and dates of the transactions which appear in your report. ![]() ![]() Click Help – Get Help Online to see the online user manual for HomeBank. Click Help – Contents to open the user manual file on your computer. From this box, you can select the option to Read HomeBank Manual, Configure Preferences, Create a New File, Open an Existing File, and Open the Example File.The Help menu gives you access to several useful resources.
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