When you start Quicken 2017 for the first time, you’ll be presented with the import options: Start a new account from scratch, Quicken 2015 & 2016 for Mac, Quicken Essentials, Quicken Mac 2007, Quicken Windows or a.QIF file from another financial software for Mac.
Your financial institution's way of listing payee names may contain irrelevant detail (such as a store number or exact location) that can quickly clutter your Memorized Payee List. When you update transactions with your participating financial institution, Quicken can use renaming rules to standardize payee names and avoid this problem. Renaming rules are guidelines that tell Quicken to always use a standardized payee name (for example, Anytown Coffeehouse) when an equivalent payee is downloaded (for example, Anytown Coffeehouse 005 PLEASANTON 945).
You can have Quicken suggest renaming rules for you (easiest method), or you can create and manage them yourself (you can always edit them later, no matter how they were created). Renaming rules do not change transactions already recorded in your register; they affect only downloaded transactions that you are in the process of reviewing and accepting and transactions that will be downloaded in the future. Note that renaming rules are available only for online-activated accounts.
• Monitoring alerts, data downloads, and feature updates are available through the end of your membership term. Online services require internet access. Disk drill free edition review for mac os x. Third-party terms and additional fees may apply. Phone support, online features, and other services vary and are subject to change. 14,500+ participating financial institutions as of October 1, 2018.
• Standard message and data rates may apply for sync, e-mail and text alerts. Visit for details. Quicken App is compatible with iPad, iPhone, iPod Touch, Android phones and tablets. Not all Quicken desktop features are available in the App. The App is a companion app and will work only with Quicken 2015 and above desktop products. • Quicken Bill Pay (Bill Payment Services provided by Metavante Payment Services, LLC) is included in Quicken Premier and above and is available on as a separate add-on service in Starter and Deluxe.
15 payments per month included in Premier and above. • Purchase entitles you to Quicken for 1 or 2 years (depending upon length of membership purchased), starting at purchase. Full payment is charged to your card immediately.
At the end of the membership period, membership will automatically renew every year and you will be charged the then-current price (prices subject to change). You may cancel before renewal date. For full details, consult the Quicken Membership Agreement. You can manage your subscription at your My Account page. • Quicken 2019 for Windows imports data from Quicken for Windows 2010 or newer, Microsoft Money 2008 and 2009 (for Deluxe and higher).
Quicken 2019 for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. • 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less shipping and handling fees. See for full details and instructions. • Quicken for Mac software and the Quicken App are not designed to function outside the U.S. • The VantageScore provided under the offer described here uses a proprietary credit scoring model designed by VantageScore Solutions, LLC. There are numerous other credit scores and models in the marketplace, including different VantageScores.