Quicken for Mac: Correct Running Balance Not Displayed. 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. One of the biggest news items in the personal finance software space for 2015 was the releasing a new version of Quicken for Mac. The last time there was a true update for Quicken for Mac was in 2007. Quicken Essentials for Mac was released after that, but no one really takes that app seriously.
I personally stayed on Quicken 2007 until the end of last year when I finally moved to 2017. I have been using Quicken since version 1 so I have my entire banking and investment history in Quicken. I heard all the complaint with Quicken money, 2015 and 2016 so I stayed away and had no choose but to move to 2017 because 2007 was no longer support on Sierra. There are a few feature which I miss from 2007, but they fix a number of issue with online banking specifically with investments account which was not supported in 2007. Over all 2017 works well, and organized things better than 2007 did. Personally I am not going to 2018, no need to pay Quicken to help me optimize my investments. The only issue i have is the online balance in the mobile app not matching what I show on the Mac, this is has been an on and off issue with Quicken 2017.
For those who switch to other banking software, I played with them all, and yes Quicken did not keep up, mostly from GUI stand point, but those other software were simplistic, especially when it came to investment activities. If all you were doing was checking and credit cards they were probably fine. I personally like how Quicken use to minor your check registry. But time moves on and no one really records checks in their registry anymore. Hell I hardly write a check today. I mainly use Quicken to monitor all my various investment accounts. Since using online balance reconciliation I had very few issues.
While Quicken helps you keep track of many of your business's accounting needs, it does have some deficiencies. For example, it does not come with a built-in Daily Balance Report, which shows how much money you have, how much your business owes and who owes your business money. There is a workaround, though. You can run a balance report from the Reporting menu, and you can set the custom dates for today's date only.
Step 1
Open Quicken, and select 'Reports' from the menu, and then click on 'Reports & Graphs Center.'
Step 3
Select Custom in the 'Dates' field, and then select the 'Custom To Date' option. Enter today's date. This will run the balance report for today only.