Using Quicken Deluxe in "manual mode" (2024)

Denk Member ✭✭

March 6 edited April 7 in

Can this be done?

1-Manually enter every transaction,

2-Use paper statement to balance monthly, in other words Quicken is just a spread sheet

splasher SuperUser ✭✭✭✭✭
March 6
See Also
Offline use only

Yes, you sure can. Just don't activate any of the accounts for online banking (One Step Update).
-splasher using Q continuously since 1996
- Subscription Quicken - Win11 and QW2013 - Win11
-Questions? Check out the Quicken Windows FAQ list
QuickUserPSP Member, Windows Beta Beta
March 7

@Denk - It is definitely doable, but it depends on if you are planning to have any investment accounts. If not, I would use Quicken Starter. If you do get Quicken Deluxe and have investment accounts, then to value them manually daily would become tedious, in my opinion. And, even if you do not use online services, the subscription price doesn't change. You do not get a break for using Quicken manually.
splasher SuperUser ✭✭✭✭✭
March 7

A comment about Starter Edition, if the subscription expires, Q goes into READ-ONLY mode and is good for nothing other than a report generator. Deluxe and higher gets a screen hogging panel (20%-30%) urging you to renew your subscription .
If you have not used Q before, you might try using the 2013 version that is available at:
https://assistant.quicken.com/patch/ASDES5672FR13/Old_Products/QWIN/QW2013DLX.exe
The only things it is missing from subscription Q are generally related to online features.
It is free and if you decide to move up to subscription (2018+) Q, the file will convert to subscription Q without any problems.

-splasher using Q continuously since 1996
- Subscription Quicken - Win11 and QW2013 - Win11
-Questions? Check out the Quicken Windows FAQ list
Denk Member ✭✭
March 7

Thanks, my problem is that I had Q2004 and used an on-line converter to Q13( I think that's what it was) then my laptop crashed and I bought a new one without a CD drive, as a result, I purchased the Q deluxe on-line. Somewhere some numbers got messed up and I've never been able to reconcile without adjustments. I'm ana to the point that I need to know where the mistake is hiding.
jacobs SuperUser, Mac Beta Beta
March 7

If you do get Quicken Deluxe and have investment accounts, then to value them manually daily would become tedious, in my opinion.
But you can enter your transactions manually, and let Quicken pull in the daily prices of securities. If you're buying and selling frequently, then all the manual entry is probably not practical but if you buy and sell relatively infrequently, and just have reported dividends/capital gains/interest to enter, doing it manually isn't too odious. (I'm a Quicken Mac user, and I choose to enter my transactions manually; I'm not pushing this approach for anyone, but it works well for me.)

Quicken Mac Subscription • Quicken user since 1993
QuickUserPSP Member, Windows Beta Beta
March 7

@jacobs that makes sense, but I was thinking that if he wanted to do everything manually, updating prices would totally a manual process. But from I am hearing from you, it looks like prices still can be updated automatically, even if one doesn't use online services?
jacobs SuperUser, Mac Beta Beta
March 7

But from I am hearing from you, it looks like prices still can be updated automatically, even if one doesn't use online services?
Exactly. That's what I do. So I still click One Step Update whenever I want o see my current security valuations, but all it's doing it pulling in security prices, not transactions.
Hmmm, let me correct the terminology here. The security quotes service is part of what Quicken considers "online services". I just don't have my accounts set up to download transactions from the financial institutions. (I do download some accounts in a test file, but not in my live file, so I can see how the experiencers differ.)

Quicken Mac Subscription • Quicken user since 1993

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FAQs

Using Quicken Deluxe in "manual mode"? ›

If you use Quicken Deluxe and above, it's possible to use Quicken in manual mode. Behind this is the Quicken Data Access Guarantee, which implies that users have complete access to and control of their file data, regardless of whether they renew their subscription.

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Can you use Quicken manually? ›

Yes, you sure can. Just don't activate any of the accounts for online banking (One Step Update). @Denk - It is definitely doable, but it depends on if you are planning to have any investment accounts. If not, I would use Quicken Starter.

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Can I still use an old version of Quicken Deluxe? ›

if your subscription expired before that new update, you won't be able to open your Quicken file. Not to worry, you can still use the version of Quicken you had at the time your Membership expired to open your data files and, for Quicken Deluxe and above, continue to use Quicken in a manual mode.

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Can I use Quicken without being online? ›

However, you can also run the Quicken application when you don't have a connection (i.e. offline) you just won't be able to download data again (or update the application) until you are once again connected.

Can I keep using Quicken without subscription? ›

You can continue to use Quicken (see the Data Access Guarantee), but you will need to renew your subscription to restore access to online services and clear the expiration banners. You can click Renew or Update Now to renew your Quicken Subscription and clear the expiration banners.

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Can I manually import transactions into Quicken? ›

Choose File menu > File Import > Quicken Transfer Format (. QXF) file. Type the name of the QXF file you want to import, or click the Browse button to select it. Click Continue to begin importing the file.

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How do I manually download transactions in Quicken? ›

Log in to your financial institution's website. Select the account you wish to download transactions for. The download option is usually on the transactions page for an account. Select the download link.

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Can I downgrade Quicken? ›

A downgrade can only be made in the last six months of a subscription term. When you downgrade, the prorate for your original subscription value is added on as additional time to the new subscription.

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Will Quicken work with Windows 11? ›

Yes, Quicken is supported on Windows 11.

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Can you buy a desktop version of Quicken? ›

Quicken Classic Business & Personal is available for both Windows and Mac platforms.

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Is Quicken only a subscription now? ›

No. Quicken doesn't offer a perpetual license. I suppose that is because it is a consumer / retail program. You'll need to renew your subscription every year (although from time to time I believe that they offer subscriptions that may run longer than a year, but none are perpetual.

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Can I use a Quicken without linking my bank account? ›

Adding a manual account

At the top of the Account Bar, click the + (plus sign) button. Select the Offline Account tab.

Can I use Quicken 2016 without Internet? ›

Answers. If you disable your network connection(s), you should be able to use Quicken in offline mode.

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How do I use Quicken without online banking? ›

Add an offline account

Select the Add Account icon on the top right of the Account Bar. You can also add a new account by selecting Tools → Add Account from the top menu. Select Offline Account. Select the account type.

When did Quicken become subscription only? ›

Quicken introduced a cloud-based service, Simplifi, in 2020. Beginning with Quicken 2018, the Quicken desktop software became a subscription service, with support provided with the subscription. Annual memberships can be purchased directly from Quicken.com.

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Is Mint better than Quicken? ›

Quicken has much more functionality and can grow with you over time. It's also better than Mint if you're a small business owner or are managing rental properties. Quicken is also better than Mint for tracking investments and planning your retirement.

How do I add a manual account to Quicken? ›

To add accounts (such as checking, savings, and credit cards):

At the top of the Account Bar, click the + (plus sign) button.
Type in the name of your financial institution.
Select your financial institution from the results list and click Next.
Follow the on-screen instructions. Click Help for more information.

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How easy is Quicken to use? ›

Quicken is very, very easy to use. It is great for bookkeeping for personal accounts. The basic Quicken does not track debt and investments, so if you want to do that you have to upgrade to the more expensive one. This software cannot really be used for business use.

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How do I open Quicken files without Quicken? ›

You can use free file viewer and download link here https://file.org/free-download/free-file-viewer or you can visit quicken support providers who can help you in the better way.

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Is Quicken hard to use? ›

- Quicken can be expensive, and some of its features may be too complex for beginners. - Quicken may be difficult to use for those who are not familiar with computers or accounting software. - Quicken does not integrate with other accounting software, so users must manually enter data.

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Using Quicken Deluxe in "manual mode" (2024)

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Using Quicken Deluxe in "manual mode"? ›

Is Quicken only a subscription now? ›