7/12/18: An update from our CEO, Eric Dunn

  • 62
  • 13
  • Article
  • Updated 24 minutes ago
  • (Edited)
Here's a message from our CEO, Eric Dunn:

I’m Eric Dunn, the CEO of Quicken Inc., writing to give you a progress update on several topics including our Quicken ID conversion, bank connectivity, product quality improvements, Customer Care, and Quicken for mobile and web.

 

Quicken ID

Last summer I wrote about the final step towards independence as a standalone company: the change from Intuit’s login system to the Quicken ID.  This change happened last fall.  Overall, customers tell us it went smoothly.  We did receive feedback that you were being asked to sign in too often. We have tuned the operation of the Quicken ID over the past few months so that the requests to sign in are considerably less frequent, while still providing strong security for your online activities.  I hope you have seen the difference!


Connectivity and Bank Downloads

Another area where we are making improvements is in bank connectivity.  Quicken currently accesses your financial institution data using a combination of two connection methods:Direct Connect and Express Web Connect (“EWC”, also called “Quicken Connect” on the Mac).  We are now beginning to work with banks to use an improved version of EWC that leverages server-to-server connections using the banks’ own sign in systems, with the objective of providing secure, reliable downloads. We are deploying this with our first bank partner,Capital One, this month (see the details here.) Over time, we expect to see this approach used more widely, and I am optimistic that this will increase the reliability of data downloads to Quicken.


Quality

We are also focusing on product quality.  With the shift to the membership model, we will continue to have new releases of Quicken each fall (Quicken 2019 coming soon!), but the improvements will already have been delivered to Members in our monthly releases (all members will always get the latest version of Quicken,including 2019 when available.)  In addition, our emphasis, particularly on the more mature Windows platform, has shifted from new features to making existing functionality work better.  Making Quicken work better involves smoothing out the user experience, improving performance (we have significantly sped up startup for Quicken for Mac and plan to do so for Quicken for Windows in the next few months), and, yes, fixing bugs. I believe this new approach has already enabled us to deliver the best Quicken versions ever, and we will continue to improve from here.


Customer Care

Although we hope that most customers won’t need to contact us for help with Quicken, if they do, we have a large and well-trained Customer Care team available to help.  We support our customers out of call centers in three locations: Tucson, Arizona; Boise,Idaho; and Guatemala City, Guatemala. All of our agents are equipped with modern cloud-based support technology including screen-share for all supported versions of Quicken.  With these capabilities, I am pleased to report that, in post-contact surveys, our customers tell us that we are currently providing the best-quality Care since we began these measurements almost a decade ago. 

A special note about Care: please be aware that companies other than Quicken Inc. often advertise support for Quicken, including in Google searches, and charge high prices for what our customers tell us is poor service.  Our own official Quicken care is available for FREE to every Quicken 2016, 2017 customer and subscription member (currently 2018) at www.quicken.com/support or (650) 250-1900.


What’s Next

Finally, a word about the future.  We understand that getting it right with Quicken for Windows and Quicken for Mac is the top priority for most of our customers.  But many of you have also told us that as your own use of technology shifts away from the desktop environment you need us to support new platforms.  We’ve been working on this and building it in way that makes cloud sync optional, so that customers who only want to store their Quicken data on the desktop can continue to do so.  At the end of this month we will release an all-new mobile app which works better, looks better, and does more than the existing app.  We also have a Beta testing progress on a web-based companion app, with functionality similar to the mobile app.  Our Beta testers tell us that it’s a winner!  We plan to release it to all Quicken Members later this year.



As you can see, we have been busy.  Our goal as a company is to make the experience of being a Quicken member great.  We’ve made progress; there’s more to do; we will keep working on it!   If you have feedback for us, I encourage you to provide feedback to this thread in our community.

 

Thank you for being a loyal customer!     

 
Photo of Quicken Kathryn

Quicken Kathryn, Official Rep

  • 141,250 Points 100k badge 2x thumb

Posted 7 days ago

  • 62
  • 13
Photo of Weather Aardvark

Weather Aardvark

  • 140 Points 100 badge 2x thumb
Most of the improvements are just fine, but  being able , in the mac version, to adjust the print type face, size , font and style, isn't going to happen. Right?   Around here, there is a saying we use  when someone says they are working on it, have referred it and deep down inside we know that " I think you are pissing on my boots and telling me it is raining."   the guy you referred me to  essentially said it is a very low priority and probably never will be considered or worked on.   Wow.
Photo of jacobs

jacobs, SuperUser

  • 86,762 Points 50k badge 2x thumb
Nope, it will be pretty much the same. (Well, I'll speak for Quicken Mac; I'm not sure about the frequency of Windows releases.)  
Photo of Michel Dion

Michel Dion

  • 60 Points
I'm especially pleased with the plan to make cloud syncing optional. Hackers WILL always find a way to circumvent security and having my financial data stored locally on my computer is one of the easiest way to keep it safe. Hackers will always go after what pays most. Hacking servers hosting cloud storage gives them access to data from thousands of users.
I would like to add, I don't see how moving to a "member" model is good for me. I understand it improves Quicken's cash flow, but what's in it for me, the client?
What does it allow you to do that you wouldn't be able to accomplish by sticking to the software as a product model? I was very happy with that model. I got minor updates and fixes for free, and I chose when to move to the newest version if and when I felt it was worth it. The way I see it, that model was a very good incentive to improve the product and offer a great support.
Photo of jacobs

jacobs, SuperUser

  • 86,762 Points 50k badge 2x thumb
Michael, Actually, no one says that the subscription/membership model pays direct benefits to users! Well, Quicken says that this way you get new features and bug fixes faster than the old model, where they held things back for the big annual release. so that's a plus. (Except, of course, when they release new things that turn out to be broken, and people complain they wish they hadn't downloaded the latest update.)

The other real benefit helps Quicken first, and then users as a result. And that comes from them not having to maintain and patch four years of products. When you add up 4 (used to be 5) levels of Windows products, 3 (used to be 1) level of Mac products, plus several Canadian variants, and multiply by three or four years of supported products that would need to be updated when a bug was found or security change was needed -- well, a lot of time apparently went into coding, testing, and managing the releases of all those different products. Under the new model, there's only one current version of each product (well, there will be once Quicken 2016 and 2017 are retired over the next 20 months), and that will save a lot of developer and quality control time -- time which can then be used on fixing more things and enhancing more things in the software. So it's a benefit to Quicken, which becomes an indirect benefit to users.
Photo of Mike

Mike

  • 482 Points 250 badge 2x thumb
Agreed, the benefits to users are second-order, downstream.  8 years ago my company went through the pain of converting our enterprise software products from perpetual EULAs to a subscription model.  What's happening now in Quicken is deja-vu-all-over-again for me.  :-)   Now, 8 years later, our software is much higher quality, fewer versions to maintain, more agile development and turnaround of customer feature requests, more PROFITABLE.  Everybody wins.  But at the time of the turnover, when these benefits weren't yet apparent, our customers were raising holy hell.
Photo of smayer97 (QM2007, CDN user since '92)

smayer97 (QM2007, CDN user since '92), SuperUser

  • 262,754 Points 100k badge 2x thumb
BTW, Since Oct 2017, all current versions of QMac use a common code base such that features are simply turned on or off based on the edition, including the US vs CAN versions. So when a fix is implemented, it is reflected in all versions. So the benefits for Quicken are already in play.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
Photo of John

John

  • 100 Points 100 badge 2x thumb
Thanks for the improvements. Can you expand to involve international accounts? I work in international business and am frequently abroad, yet there are few to no solutions to track personal finances. I'd like everything in one place.
Photo of smayer97 (QM2007, CDN user since '92)

smayer97 (QM2007, CDN user since '92), SuperUser

  • 262,754 Points 100k badge 2x thumb
Yes the US & CA versions are still separate for QWin.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
Photo of Merlin 3310

Merlin 3310

  • 96 Points 75 badge 2x thumb
 Thanks all for the quick replies.

As a Canadian user having investments in both Canadian and US$, I absolutely need the multi currencies functionality that exists in the Window Canadian version. That has always been a great advantage to me.

The drawback has always been the lag in providing new functionality to Canadians.

To hear that the MAC US and Canadian version are one and the same is definitively great news, especially as I have been migrating to the MAC.

So the big question is: Does the MAC version handles multi-currencies or does it offer you one or the other? And, if true multi-currencies, is  it pervasive?

Merci beaucoup
Alain
Photo of Arctic Hare

Arctic Hare, SuperUser

  • 26,320 Points 20k badge 2x thumb
@Merlin3310: I don't use the Mac version, so I won't profess to know much about it, but there are many comments in this thread that bemoan the fact that the Mac version is feature poor compared to the Windows version. Hence, many users run QWin under Parallels on a Mac. So, your decision as to which version to run might depend on exactly which features are important to you. You should probably start a separate thread or read up on some of the extensive existing threads on this topic.
Photo of jacobs

jacobs, SuperUser

  • 86,762 Points 50k badge 2x thumb
@Merlin 3310: The Mac version has limited multi-currency functionality. You might want to read this thread (and the thread it links to in the first post) to get a better flavor for what functionality there is and isn't. The developers did add several key multi-currency features earlier this year, but it's not yet as complete as most multi-currency customers would expect or want.
Photo of smayer97 (QM2007, CDN user since '92)

smayer97 (QM2007, CDN user since '92), SuperUser

  • 262,754 Points 100k badge 2x thumb
@Merlin 3310/Alain

First, QMac does NOT have true full-fledged multi-currency support. Here is a rundown of what is and is not in QMac.

Present:
  • you can record a Home currency (as shown above by @jacobs here)
  • you can turn on either features for US or Canada or both
  • you can register an account in the currency of choice
  • you can record a transfer between accounts and Quicken will provide the exchange rate and conversion. This will create 2 separate independent (unlinked) transactions for both sides of the transfer
  • the sidebar will convert the balance into the Home currency. It will also be excluded from the totals.
  • group "super" registers will convert data and total correctly, including net worth using the current exchange rate
Not Present:
  • data in reports with mixed currencies are not converted into the home currency
  • data in investments are not converted into the home currency
  • data migrated from QWin to QMac will NOT bring over exchange rates history nor the exchange rate used in transactions and will not link the transactions in a transfer
So as you can see, there is still a long way to go. You can add your VOTE to 
Add true multi-currency conversion support.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version.

While you are at it, you may want to add your VOTE to related IDEAS found on the 
List of Requests for Report Related Features and the 
List of Requests Related to Investments. Click on the underlined link, then follow the instructions to add your vote to more related ideas. Your VOTES matter!

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
Photo of cahwyguy

cahwyguy

  • 170 Points 100 badge 2x thumb
The major annoyance to me is the fact that updates require administrator access. I don't normally run with admin access (I'm a cybersecurity person), so that means I have to log out of everything, log in as administrator, update quicken, make sure it works, log out, log back in as me -- losing at least 1/2 hour of time. If you can make it so quicken doesn't require admin, that would be wonderful. Think carefully about what privileges Quicken requires -- and it really shouldn't require all that many.
Photo of thecreator - QKN 2017 & 2018 Windows

thecreator - QKN 2017 & 2018 Windows, SuperUser

  • 76,486 Points 50k badge 2x thumb
Hi @ cahwyguy ,

Right-click on the Installer and left-click Run as Administrator to install.
Photo of Quicken Sarah

Quicken Sarah, Official Rep

  • 22,846 Points 20k badge 2x thumb
Hello cahwyguy,

We appreciate you taking the time to share your feedback and apologize for any inconvenience experienced.

During the install process Quicken installs several supporting files that live in multiple folders in the Windows OS, these files are necessary to ensure that Quicken functions correctly.  Each time an update is installed, some or all of those supporting files are also updated and depending on the permissions level set-up for each profile on the computer, some folders may require the Administrator access to make those changes or updates.

We understand that this can be frustrating however and would recommend installing and running Quicken on a profile on the computer that has the Administrator Rights or checking and updating each supporting folder/file on the current profile to ensure that the necessary permissions are there.  Or as suggested by @thecreator, right click and select "Run as Administrator" to install.

We would also recommend creating a new "Idea" post detailing this request so other Member's may vote on the Idea.  Our Development teams directly review the Idea threads for insight on requested future features and functionality in Quicken.  The more votes an Idea receives, the higher it is prioritized for possible implementation in Quicken.

Thank you,

Sarah
Photo of Gil

Gil

  • 606 Points 500 badge 2x thumb
"During the install process Quicken installs several supporting files that live in multiple folders in the Windows OS..."
Would you tell us what those files and folders are? Or is there a place where that information is published?
Photo of Quicken Sarah

Quicken Sarah, Official Rep

  • 22,846 Points 20k badge 2x thumb
Hello Gil,

These files and folders hold many things, from diagnostic log files, the sound byte file for the sounds in Quicken, all the way to the internal list of all supported Financial Institution's for Quicken that is used to facilitate downloading and updating accounts.

Most of these may be found in the following two locations, there is also a list of the specific locations for the diagnostic log files available at: https://www.quicken.com/support/how-locate-log-files-quicken-windows

C:\Users\YourUsername\AppData
C:\Program Files (x86)\Quicken

Thank you,

Sarah
Photo of QPW

QPW

  • 342,330 Points 100k badge 2x thumb
There are very few desktop programs that allow you to install without administrator privilege.  The main reason is because they are installed in C:\Program Files or C:\Program Files (x86) which the system protects for the very reason of security.  Not allowing just any program writing to these directories prevent viruses from doing so too.

Some programs will allow installing to C:\Users\YourUsername\AppData, which doesn't require administrator privilege.  But that also means that it is installed only for that user.  And for every user that would like to use Quicken on the machine they would have to install Quicken separately.

Also it should be noted that you would lose some features and Quicken's config files would have to be reworked.

When you open a .QDF or .QFX file they automatically open in Quicken.  This is true because Quicken has set a system wide setting to tell Windows it is the default program for these file types.  That isn't possible to do without administrator privilege.

The same kind of arrangement is in the registry as in the file system.  The parts that are for the current user are writable, but anything to do with the "local machine" aren't without administrator privilege.

Note that Quicken also uses: C:\ProgramData\Quicken
C:\ProgramData isn't writable by non administrator user.  This is the standard place for program configuration files that are shared for all users that are using the program.

What I don't understand from cahwyguy's comment is how his machine is setup not to work how Microsoft intended.

Under normal circumstances it isn't necessary to install using "Run as Administrator" when you are using a non administrator account.

When an install program runs it asks Windows for elevated privileges.  This is what triggers the UAC dialog (User Account Control settings) that asks you if you want to install.  If you are running in a non administrator account Windows will prompt you for an account name that has administrator privileges, and for the password for that account.  And then it will do the install under that account.

Using "Run as Administrator" should only be needed if something is wrong on the system and the normal prompting of Windows isn't working right.

cahwyguy mentions losing a half hour.  Again I don't see why that is happening.
I guess if you were the type that has lots of programs running, and you logged out of your account and then into an administrator account, installed and then logged back in and had to start thing up there you might lose that half hour.

But in Windows you don't have to log out of the existing account to log into another one.  Even if you don't do it through the UAC prompt or "Run as Administrator" you can just select Start -> User Account button -> button of the Administrator account, and log in there.  When done log out with the same Account button, and log back into the non administrator account.

I will also point out that using administrator account for "normal use" is no longer as dangerous as it was in Windows XP.  Since Windows 7 Microsoft changed the way administrator accounts work.

Have you ever tried to change a file in C:\Program Files... in an administrator account?
As long as you don't turn the UAC setting to completely silent, Windows will prompt you before you can do it.  The reason is that Microsoft realized that it couldn't change years of behavior where everyone was an administrator, but they needed to tighten the security.  So basically they took away privileges from the administrator account by default.  Administrator accounts now pretty much run with the same privileges as a normal user account.  It isn't until a program/user wants to do something that requires elevated privileges does Windows change the privileges.  Under the default UAC settings an administrator account is prompted before that happens.  In the case of a non administrator account a log into an administrator account is needed.
Photo of lablover57

lablover57

  • 3,174 Points 3k badge 2x thumb
Please Please Please have thorough testing before you launch an update.
Photo of David Szymanski

David Szymanski

  • 180 Points 100 badge 2x thumb
Meryl, you are correct.  I have never had an upgrade or patch go smoothly.
Photo of aquickuser

aquickuser

  • 1,320 Points 1k badge 2x thumb

I agree.  I am still using an older  version of Quicken.  The main reason keeping me from upgrading is the fact that updates very, very often introduces bugs. 

I have purchased and returned newer versions when the new version was less useful than the current one I am using,  I use Quicken to make organizing my finances  easier,  Buggy software does not do this,

Photo of Bill B

Bill B

  • 100 Points 100 badge 2x thumb
Don't know yet...will probably have to do some more research...
Photo of Ruth Brown

Ruth Brown

  • 82 Points 75 badge 2x thumb
I, too, lost data during an update. Most entries for last year and 5 months of '18 are gone. Thank heavens I have '17 on good old paper. As you said Meryl, backups show the same. Grrrrrr. 
Photo of Mason Blacher

Mason Blacher

  • 60 Points
I was blissfully happy with Quicken 2007, which served all my needs as basically a checkbook register.  Your "improvements" have been a total disaster!  I still do not have confidence in 2016, and I had to buy 2013 in order to 'upgrade' to it and then to 2016.  I can't even open 2016 without getting three demands to upgrade again...and again.  I am looking for a more stable checkbook register.  Yes, I am a dinosaur - but a happy one until you mucked up my life!
Photo of Bobby

Bobby

  • 242 Points 100 badge 2x thumb
All I ask is that when you do the "fixes" you list more details about what it is being fixed.  I have reported several issues that were "broke" during previous "upgrades" and with each update, I have to change my file to see if in fact any of my issues were fixed.  An example if this would be entering payments from the "Bills" tab under "Projected Balances", if you change any data while entering the transaction, it changes all future transactions meaning any conformation you put in those fields now follows the the next payment.  I have to just enter the transaction "with bad data" and then go my my register and change the transaction to the correct data.  in other words, twice the work to enter each transaction.
Photo of James W.

James W.

  • 154 Points 100 badge 2x thumb
Couldn't agree more!
Photo of Kevin Wilkes

Kevin Wilkes

  • 182 Points 100 badge 2x thumb
PLEASE, PLEASE, PLEASE, bring the budget sync feature back to the app.  This feature has been disabled for almost two years now and so annoying!
Photo of Jean

Jean

  • 262 Points 250 badge 2x thumb
I agree. Have been asking for this update for over a year! Will not spend anymore money with Quicken until this fear is returned.
Photo of David Szymanski

David Szymanski

  • 180 Points 100 badge 2x thumb
As usual Quicken prefers to remove features which each new release and just add more bugs.
Photo of Quicken Sarah

Quicken Sarah, Official Rep

  • 22,846 Points 20k badge 2x thumb
Hi Kevin & Jean,

We are very pleased and excited to confirm that the ability to sync Budgets will be returning in the new Mobile Companion App, releasing at the end of the month.

It's been a long wait while we have been rebuilding this platform and apologize for the delay but truly appreciate your patience while the work to build a stable, functional mobile App with budgets has been underway.

Thank you,

Sarah
Photo of nanmacgruer

nanmacgruer

  • 84 Points 75 badge 2x thumb
I used to get so frustrated with Quicken and my bank.  Not any more.  Quicken works great now!!  Becoming a member and receiving updates as released is the way to go.  Thank you!
Photo of Old Timer

Old Timer

  • 160 Points 100 badge 2x thumb
Tough room Eric,

I'm a user of Quicken way back to the darned near DOS days - using the Windows version these days. I'm a Home Builder/Semi IT guy.
 I can say that with a few blips along the way, your efforts to take Quicken from the less supported Intuit days to now are a real improvement. Quicken languished for too long under Intuit - IMHO. Certainly saved me having to learn Money.
I use Quicken for my personal and small company stuff, and Q-books for the major two businesses. My primary areas of frustration aren't the standard banking and credit unions downloads. Your team is getting that done.  It is the credit card groups.  I constantly have to manually update various card  accounts instead of getting them to work easily in a clean one step update.  The online computer help works well for my purposes-the people work is a bit hit and miss.
In general your team gets a 95% from this long time Quicken user.  Keep up the great work.

OldTimer
Photo of Jason Gardner

Jason Gardner

  • 60 Points
Please update the windows version to support high resolution monitors.  The application has issues rendering causing latency.  Would also be great if Home and Business version had a native Mac application
Photo of BrianB

BrianB

  • 170 Points 100 badge 2x thumb
yep the print preview is basically broken when using a 4k laptop
Photo of smayer97 (QM2007, CDN user since '92)

smayer97 (QM2007, CDN user since '92), SuperUser

  • 259,472 Points 100k badge 2x thumb
@Jason Gardner You can add your VOTE for Home and Business (H&B) for Mac.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version.

This idea will eventually be added to the List of Requests for New Capabilities
Click on the underlined link, then click FOLLOW at the top of the page so you can be notified of any new related IDEAS to which you could add your vote when they are added. Your VOTES matter!

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
Photo of Garth Kirkpatrick

Garth Kirkpatrick

  • 60 Points
I was wondering if providing the ability to add accounts from companies like Acorns, Betterment, Stash, Stockpile, & Robinhood in to Quicken will happen soon. I really don't have a complete Financial picture because I cannot add these accounts into Quicken.
Photo of Quicken Sarah

Quicken Sarah, Official Rep

  • 22,846 Points 20k badge 2x thumb
Hello Garth,

That's a great question and thank you for asking.  Quicken is able to connect with Financial Institution's who agree to support the connection and have entered into an agreement with our service providers to build and maintain the infrastructure that facilitates the downloading process.

This is a service that is provided under contract with each individual Financial Institution and if the Institution does not wish to support downloading to Quicken we are unable to initiate or establish a connection with them, we apologize.

We recommend submitting a request directly to each Institution asking that they support Quicken.

Thank you,

Sarah 
Photo of David Sutton

David Sutton

  • 142 Points 100 badge 2x thumb
Thanks for all of the updates but the most important update has yet to come. When will you port the Investment Performance Report that you have in the Windows version into the Mac version?

The investment numbers in the Portfolio view are OK but far from adequate. PLEASE PLEASE PLEASE replicate your INVESTMENT PERFORMANCE REPORT from your Windows version to the Mac version. It is perfect and exactly what I need. Since moving from PC to Mac I have been unable to PROPERLY track the performance of my investments. When I discovered this I tried migrating back to Windows but found that the investment account do not port; so I am stuck.

I have no idea why an  INVESTMENT PERFORMANCE REPORT is not at the top of your priorities.

Thank you.

David
Photo of Joe Scro

Joe Scro

  • 62 Points
I agree. I wish I could go back to Quicken 2007 for the Mac. 
Photo of Quicken Sarah

Quicken Sarah, Official Rep

  • 22,846 Points 20k badge 2x thumb
Hello David,

Thank you for taking the time to share your comment.  In January 2018, the ability to add the IRR and ROI columns to the Portfolio view was added, which while not exactly the same as the Windows Report, should provide a complete view of the investing performance.

If these additions are not adequate or fully meeting your needs, I encourage you to create an Idea post detailing what additional functionality is needed for a complete view of the performance.

The Idea threads are viewed by the Development teams for insight on what features or functions are being requested.  Ideas may be voted on by other Member's of the Community and the more votes an Idea receives, the higher it is prioritized for possible implementation in Quicken.

Thank you,

Sarah
Photo of Mike Shoultz

Mike Shoultz

  • 276 Points 250 badge 2x thumb
I have been a loyal Quicken user for many years and since your transition my experience has not been a good one. I won't go into each issue but I will provide a link to my community post detailing my biggest issue. I was pleased at first with the response that I received after posting but it would seem that meant nothing. At one point, I was very excited to see in an update that the issue was mentioned yet let down when it was not fixed. It has been three months since I posted this and though your staff has acknowledged that it is a known issue, they do not seem to respond to status requests or seem to want to fix it. This bug has caused me and many others to pay the same bills multiple times therefore costing me more money and time than it's worth.

https://getsatisfaction.com/quickencommunity/topics/bill-notifications-return-after-entering?utm_sou...

I'm sure you're aware that experiences like these lead to an unhappy customer base and bad reviews (of which I've written a few). I'd like to be able to go back to those and revise them with positive outcomes but I have yet to be able to do that. I hope that it happens before I find an alternative.
Photo of Quicken Sarah

Quicken Sarah, Official Rep

  • 22,846 Points 20k badge 2x thumb
Hello Mike,

We appreciate you taking the time to share your experience and apologize for the frustration and inconvenience.  There are a few known issues in regards to the Bills Tab and Bills/Income reminders that our Development teams are aware of and have been working to resolve.

These issues were reported and a fix was released in the June R9.30 update, however the solution did not resolve these issues for all Users.  The ticket was re-opened with Development who have been working with Users directly to debug and diagnose the root causes of these bill and reminder issues.

These issues are a high priority and we are working to resolve them as quickly as possible but we also want to be sure that we get it right and the solution created works for every User and their individual personalized setup. 

If you aren't already, I encourage you to follow the main Community thread on these issues to automatically receive a notification when updates are available - https://getsatisfaction.com/quickencommunity/topics/paid-bills-still-show-up-in-reminders

Thank you,

Sarah
Photo of Fastidious

Fastidious

  • 80 Points 75 badge 2x thumb
Clearly the new communications method being rolled out can only be secure if both the server to server communication properly verifies identity and the quicken user to server connection also verifies identity.  Since nothing was said about how this will be achieved I cannot know if the new communication protocol is secure.  With state actors trying to disrupt our election I think it is reasonable to assume they will go after Quicken sooner or later.  Hopefully those who designed the new approach are aware of this and the potential liability of getting it wrong.
Photo of Quicken Sarah

Quicken Sarah, Official Rep

  • 22,846 Points 20k badge 2x thumb
Hello Fastidious,

We can definitely understand the concerns and appreciate you taking the time to share them.

The new method mentioned will utilize the same robust 256-bit encryption currently in use today which is the same level of encryption used by all Financial Institution's to safeguard and protect Financial data.

Additionally, this new method will no longer store your Financial Institution login credentials in Quicken. Instead, by utilizing the Financial Institution's own sign-on system the login credentials are stored with your Financial Institution for increased security.

We hope this information is helpful and if you are interested in reviewing other ways that Quicken protects your financial information, please visit: https://www.quicken.com/support/how-quicken-protects-financial-information.

Thank you,

Sarah
Photo of smayer97 (QM2007, CDN user since '92)

smayer97 (QM2007, CDN user since '92), SuperUser

  • 262,754 Points 100k badge 2x thumb
Does this new method use aggregator servers like EWC? If not, is it pulling data from Fis/Banks live, as in, not storing it anywhere on Quicken servers?
Photo of Arctic Hare

Arctic Hare, SuperUser

  • 26,320 Points 20k badge 2x thumb
@smayer97: "our" understanding is that the new model is API based and does not require aggregation and does not involve storing financial information anyplace in between the FI and the (desktop) user... but, I stand open to being corrected on these points ;-)
Photo of splasher

splasher, SuperUser

  • 581,264 Points 100k badge 2x thumb
It is pulled on to an Intuit server, manipulated and pushed immediately back out to the user's computer, but but there has been no official statement as to how thoroughly the server's memory is flushed once the data has passed on, or what protections are taken to ensure it is not retained afterwards.
Photo of smayer97 (QM2007, CDN user since '92)

smayer97 (QM2007, CDN user since '92), SuperUser

  • 262,754 Points 100k badge 2x thumb
@Quicken Sarah, can you provide more insight please?
(Edited)
Photo of Gary

Gary

  • 152 Points 100 badge 2x thumb
On the issue of bank connectivity, one of your early upgrades to Q2018 stopped Direct Connect with my Bank of America. Your Customer Care rep told me the problem was with my bank (which was never true). He guided me in switching to Express Web which only allowed me to download transactions (NOT initiate payments and transfers). After speaking with Bank of America, I was able to come up with my own workaround until Quicken was able to fix its connectivity issue.

As any long time user of Quicken knows, your products and upgrades are released with little quality testing, and rely on your customer to alert you to the problem. Invariably your "Customer Care" feigns ignorance of the issue and blames someone else. This same thing happened in the Password Deletion Issue caused by an upgrade to an earlier Quicken version: initial denial of responsibility, inference of user error, then finally heralding a fix (which restored my access and transactions but still lost all the expense/income categorization history that made those transactions meaningful).

My advice to fellow users: back-up your data constantly, expect Quicken to not work as it did, then wait for the self-congratulatory fix! 
Photo of leeandersen

leeandersen

  • 318 Points 250 badge 2x thumb
Wells Fargo is another bank that lost connectivity.  I go into my bank on line and download to my Quicken.  I gave up on being able to update from Quicken. 
Photo of Paul Williams

Paul Williams

  • 646 Points 500 badge 2x thumb
Me too
Photo of Quicken Sarah

Quicken Sarah, Official Rep

  • 22,846 Points 20k badge 2x thumb
Hello Gary,

We appreciate you taking the time to share your experience and apologize for any frustration or inconvenience experienced.  I'd like to share a little high-level information on how connecting and updating accounts in Quicken is possible and hopefully shed a little light on why there's not always an easy or readily available "fix" for when things go wrong.

When Quicken connects with a Financial Institution, how that connection is established and the communications between Quicken and the Financial Server are determined by what connection method is selected or available for the Financial Institution.

Direct Connect establishes a two-way connection with the Financial Institution (FI), meaning that Quicken can both send and receive data from the FI.  This is why you are able to send bill payments and transfers using this method.  As an active, two-way connection, all data received in Quicken has been transmitted directly from the FI server.  If an error code is received, it is generally caused by 1 of 3 things or a combination - invalid/incorrect/outdated login credentials, server throttling or blocking (in which the FI is limiting access to their server to minimize traffic for multiple reasons, including maintenance) or invalid/malformed data being transmitted from the FI server.  The Quicken Teams do not have access to the FI server's which makes the FI responsible for maintaining and fixing any inaccurate or malformed data in those internal communications that isn't able to be resolved by troubleshooting with Quicken Support.  *Please note, inaccurate/malformed data can only be determined by working with Quicken Support to review the Quicken log files which detail those internal communications to locate the problematic data.*

Web Connect is a file created on the FI's website, downloaded and opened in Quicken to import the transaction data.  Since this information is generated directly on the FI website, any issues or discrepancies in the data would have to be resolved by the FI.

Express Web Connect establishes a one-way connection with the FI, meaning that Quicken can receive data but is not able to send data.  This method is managed by an HTML Script protocol which initiates a once-a-night login to the FI website and performs a "screen-scrape" of the newly cleared transaction data which is then downloaded into Quicken when updating accounts.  However, if this once-a-night protocol is prevented from performing the screen-scrape, no new transaction data can be collected or downloaded and an error code or message would occur.  The screen-scrape can be blocked by multiple things such as, invalid login credentials, a FI website change or update, server throttling or blocking and/or other fields of data being collected with the screen-scrape that Quicken is not coded to read.  Depending on the specific situation, error code or FI, the responsibility to resolve will most often lie with Quicken Support or if a script-related issue will need to be escalated to our Service Providers to resolve. 
*Please note, troubleshooting errors with Express Web Connect should also include a review of the Quicken Log files and internal communications with Quicken Support to locate the source of the error.*

With this information in mind, the only Online Banking data that should be affected by installing a new Quicken software release would be to update the massive internal list of Financial Institution's with any changes that have occurred.  If this list is not updated and a change has been made on the FI's side to the login or landing page that would more than likely cause an error when updating accounts.

All new updates/releases for Quicken are put through Beta testing before they are then sent out in staged releases and then finally go live to all Users. This is done for a few reasons, the Beta testing community is a relatively small pool and an issue that may occur for one User or even a group of Users may not happen during Beta testing due to the individual, personalized setup each person has for their computer, internet security and/or firewall, internet access provider, modem or router settings and/or Operating System.

The staged release sends out the update to a larger User pool (usually 500 to start) to catch any issues not found or reported during Beta and then paused to watch for impact before releasing to another group of Users and so on until the release is live for all.  At each phase of this process, our Support & Development teams are listening for any issues or problems that may occur to address them as quickly as possible.  

Our goal is to make each release seamless and problem-free but when/if problems do occur, we are quick to respond and resolve them as soon as possible.

We appreciate the feedback and your time.

Thank you again,

Sarah
Photo of ThinkZeek

ThinkZeek

  • 204 Points 100 badge 2x thumb
been a user for 15 years now.  don't like the software and think the new changes were horrible but it's too hard to change to anything else (which i'm sure you're aware of)
Photo of leeandersen

leeandersen

  • 318 Points 250 badge 2x thumb
I may have used Quicken even longer.  I often wonder why Quicken keeps changing and changing the changes.  "If it aint broke, don't fix it."
Photo of Beth Jane Freeman

Beth Jane Freeman

  • 214 Points 100 badge 2x thumb
Exactly. Other than to fix performance issues or changes in the tax code, there is very little need to "fix" the program.
Photo of aquickuser

aquickuser

  • 1,340 Points 1k badge 2x thumb
So True!
Photo of Quicken Sarah

Quicken Sarah, Official Rep

  • 22,846 Points 20k badge 2x thumb
Hello ThinkZeek, leeandersen & Beth Jane Freeman,

We appreciate your feedback and apologize for any frustration or inconvenience these changes have caused.  Many of the changes have been driven by the separation from Intuit and the necessity of having to build new platforms and infrastructures to host services that were previously provided or hosted by Intuit.  

We understand the impact these changes have had and with the release of the all new Quicken Companion Mobile App coming at the end of the month, we have now shifted our focus to Quicken itself and are working to resolve many long-standing and current bugs to improve the overall performance, functionality and User experience in Quicken.  

I hope this information helps to explain why there's been so many changes and again appreciate your taking the time to share your feedback.

Thank you,

Sarah
Photo of Richard Alerboom

Richard Alerboom

  • 104 Points 100 badge 2x thumb
Thanks for Mac improvements so far, and I, for one, find the comments relative to Windows not needing new features refreshing. On the Mac, you need to get reports finished: Balance Sheet and Income Statement!
Photo of David Sutton

David Sutton

  • 122 Points 100 badge 2x thumb
And INVESTMENT PERFORMANCE REPORTING. Investment reporting on Portfolio view is pathetic. Bring over the Quicken Windows  investment performance report.
Photo of smayer97 (QM2007, CDN user since '92)

smayer97 (QM2007, CDN user since '92), SuperUser

  • 259,808 Points 100k badge 2x thumb
@Richard Alerboom It turns out that these types of report are simply a subset or application of the following report types, which adds an extra column for each comparative period, and columns showing the calculation of the differences, as described here.

 For now, you may want to add your votes to:First, click on each underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THAT feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version.
 
While you are at it, I highly recommend you to add your VOTES to related IDEAS found on the:
Click on each underlined link, then follow the instructions to add your vote to more related ideas. Your VOTES matter!

For background, you may want to read this post too. BTW, the columnar-type report is the basis for MANY other reports, as described in detail in this post a little lower; only the selection and formatting criteria are different.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
Photo of Mike Roberge

Mike Roberge

  • 100 Points 100 badge 2x thumb
I have not used quicken in almost a year due to the fact that it would run fine, then stop being able to connect to my bank for weeks. Then it would connect and duplicate everything. Was spending more time trying to fix everything, I’ll just use my banks online system unless there are major improvements.
Photo of leeandersen

leeandersen

  • 318 Points 250 badge 2x thumb
I agree.  I have had trouble with connecting to Wells Fargo.  Other banks up date fine.  But, sometimes my credit card has to be downloaded from the account's web site and I got duplicated entries. 
Photo of Paul Williams

Paul Williams

  • 646 Points 500 badge 2x thumb
Me too.
Photo of Bernard Thomas

Bernard Thomas

  • 100 Points 100 badge 2x thumb
I am a long-time Mac user who used the Mac version of Quicken before Intuit discontinued it and then came out with a vastly inferior version for Mac.  So for a decade now I've been using the Windows version in Parallels emulation.  I would love a full-featured Mac version that has everything the Windows version has and can import my Windows version data files.  Is this a pipe dream or will it ever happen?
Photo of smayer97 (QM2007, CDN user since '92)

smayer97 (QM2007, CDN user since '92), SuperUser

  • 259,512 Points 100k badge 2x thumb
Although there has been a commitment by Eric Dunn to bring closer parity between the Windows and Mac versions in key areas and features, it is unlikely that these will ever be the same. 

I highly recommend that you browse through the IDEAS section of this forum and VOTE for the request of each of the missing features to be added back into Quicken for Mac....to help direct the priorities of the developers.

To do that click on this underlined linkfollowing the instructions then VOTE to your heart's content
Categorized List of IDEAS of Feature Requests and Enhancements to Vote On

or if you prefer this layout:
EXPANDED List of Categorized IDEAS of Feature Requests and Enhancements to Vote On

This will help make the transition easier for you when you are ready to upgrade by seeking to have the features you are used to in QM2007 end up in the latest version.

Your VOTEs matter!

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
Photo of imfalcon

imfalcon

  • 120 Points 100 badge 2x thumb
I have been a quicken user since 2001.  I change the version every 3 years so I can keep downloading transactions from my bank.  I only use the very basic features, always in my laptop, never in other platforms.  I would prefer that Quicken offers a basic bare bones subscription service that allows me to download transactions from my banks and credit card companies, to be used only in Windows PC, but do not require me to pay for expensive development the company is incurring by offering phone and tablet compatibility formats.
Photo of Anne Wright

Anne Wright

  • 256 Points 250 badge 2x thumb
I am also a "basic" Quicken user, as are my other family members. I was happy only purchasing a new version every 3 years to keep bank connectivity. I still haven't had anyone explain to me why/how the subscription model helps me at all - unless they offer a more basic version at an even lower cost (that still includes support for when Quicken gacks,)
Photo of dale enlow

dale enlow

  • 114 Points 100 badge 2x thumb
Me too! Just a basic hard copy (disc) program to track my checking, savings, auto loan, and credit card. I go to my banks' web site and download transactions there.
Photo of smayer97 (QM2007, CDN user since '92)

smayer97 (QM2007, CDN user since '92), SuperUser

  • 259,542 Points 100k badge 2x thumb
@Thomas Pedtke Eric Dunn mentioned as much in his announcement, so it seems that Quicken understands that need. Hopefully they will stay the course on that. I do not see that changing any time soon... the desktop version is too entrenched, at least for now.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
Photo of smayer97 (QM2007, CDN user since '92)

smayer97 (QM2007, CDN user since '92), SuperUser

  • 259,542 Points 100k badge 2x thumb
@Anne Wright The subscription model helps both customer and Quicken... customer because you get all updates throughout your subscription... Quicken because they get to simplify their support to just one version (eventually, as older versions expire) and get a better revenue stream to maintain and improve the online functionality, etc... , but benefits others.  So that last part comes at a cost to some customers and probably was not as sustainable for the future of the company under the old model.   But if you shop around, you will find that the cost difference in absolute dollars is not a huge change for most...

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
Photo of smayer97 (QM2007, CDN user since '92)

smayer97 (QM2007, CDN user since '92), SuperUser

  • 259,542 Points 100k badge 2x thumb
@dale enlow Be aware that downloading transactions is part of online functionality which needs ongoing support due to changing systems, security, etc.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
Photo of Martin Seligman

Martin Seligman

  • 80 Points 75 badge 2x thumb
Quicken has become hopeless. I can no longer reach any of my bank accounts to write checks with.
Customer care was useless and I have given up in frustration after 20 years of using Quicken.

Martin Seligman
Photo of David Wirtschafter

David Wirtschafter

  • 76 Points 75 badge 2x thumb
RIGHT ON!!!  For those of us who were forced into Quicken 20+ years ago from the PARSON's platform, the subsequent years from just been a slow death of functionality and satisfaction!! (not to mention a loss of integrity from Parson's true accounting (double entry) methodology.  The move to an annual charge for a continuing headach is just the final insult (note the CEOs listing of problems being addressed--they should have been remedied years ago by better design!  I have decided to forego the Quicken experience!  I look forward to reading about the bankruptcy of Quicken, as products built on bankrupt intellectual foundations will surely be rejected by the marketplace!  ps Thanks for giving me the opportunity to publicly vent about my dissatisfaction.
Photo of Quicken Sarah

Quicken Sarah, Official Rep

  • 22,846 Points 20k badge 2x thumb
Hello Martin,

I'm sorry to hear you're unhappy with Quicken, and appreciate you taking the time to voice your concerns and share your experience. Most bank download and Bill Payment issues can be resolved, either through troubleshooting on our end, or changes on the financial institution's side.

I'm arranging for a higher-level support staff member to contact you in order to work on your bill payment issues. If we are unable to locate a phone number in our systems for you, we will reach out to the email address you have registered here in the Community to schedule a callback.

We look forward to working with you!

Thank you,

Sarah
Photo of Aaron Allen

Aaron Allen

  • 82 Points 75 badge 2x thumb
Budget App on Mobile Needed ASAP. I'm tired of using Everydollar and having to copy data between multiple apps.
Photo of smayer97 (QM2007, CDN user since '92)

smayer97 (QM2007, CDN user since '92), SuperUser

  • 259,768 Points 100k badge 2x thumb
Though this is a feature that is planned to be returned, you can add your VOTE for Mobile App - budget feature.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version.

While you are at it, you may want to add your VOTE to related IDEAS for Quicken Mobile by following these simple steps:
  1. Click the HOME tab at the top of this page
  2. Scroll down to QUICKEN MOBILE and click Quicken Mobile Apps (xx)
  3. Click the IDEAS tab just under the title Conversations. The default sort is Recent Activities

If you want to be notified of any new posts to this categoryclick the FOLLOW button aboveConversations (note that this will notify you of ALL posts under Quicken Mobile Apps, not just IDEAS).

Then click on each IDEA link, and click VOTE at the top of each IDEA page to which you want add your vote. Your VOTES matter!

If you want to be notified of any new replies to a specific IDEAclick the  FOLLOW button a the top of the individual IDEA thread (this will notify you of replies to THAT idea ONLY).

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
Photo of smayer97 (QM2007, CDN user since '92)

smayer97 (QM2007, CDN user since '92), SuperUser

  • 259,768 Points 100k badge 2x thumb
As per this announcement yesterday by Quicken Sarah, the ability to sync Budgets will be returning by the end of this month:
https://getsatisfaction.com/quickencommunity/topics/coming-soon-an-update-from-our-ceo-eric-dunn?top...

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
Photo of David Sutton

David Sutton

  • 142 Points 100 badge 2x thumb
[Edited]

I am a dissatisfied QM user. I was happy with QW but so much functionality missing the Mac version and I cannot migrate back.

Intuit are deaf to my requests to bring the Investment Performance Report over from QW to QM. So after 25 years as a Quicken user, its tome to look for an alternative.
(Edited)
Photo of Gasport

Gasport

  • 1,156 Points 1k badge 2x thumb
Quicken needs to fix its export of Quicken Mac data to include the investment transactions.   This is inexcusable.
Photo of jacobs

jacobs, SuperUser

  • 86,292 Points 50k badge 2x thumb
The export of Mac data does include investment transactions. If you're referring to the inability to move from Mac to Windows, the problem is not with the export from Quicken for Mac; the problem is that Quicken for Windows cannot import the investment transactions. (And I would agree they ought to fix that.)
Photo of smayer97 (QM2007, CDN user since '92)

smayer97 (QM2007, CDN user since '92), SuperUser

  • 260,322 Points 100k badge 2x thumb
As well make it work in general ;-)
Photo of Andrew King

Andrew King

  • 60 Points
Thank you for your update on planned upgrades your customers should be expecting. 

I was a 5-year Quicken user who ceased using the product at the end of 2017 and have since opted to use Intuit Quickbooks for small business instead.  What started as a test trial has led me to realize that I am willing to pay more for less functionality as long as ALL the functionality is available via the cloud.  So many businesses and individuals are moving away from self-hosted solutions and I feel that the first personal finance software that truly requires zero local installation will dominate the market.  

My question is whether Quicken users who have remained loyal to the product for years can ever expect a full-feature cloud solution that would not require any sort of installation on a local device?  Having a cloud based application is great as you stated in your e-mail, but if functionality will be limited to what we have seen on mobile applications I feel this is not much to get excited about.  Is this a direction that Quicken is moving towards in the long term?


Thank you,
Andrew
Photo of smayer97 (QM2007, CDN user since '92)

smayer97 (QM2007, CDN user since '92), SuperUser

  • 259,542 Points 100k badge 2x thumb
You can add your VOTE for Online or Web Interface.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version.

This idea will eventually be added to the List of Requests for New CapabilitiesClick on the underlined link, then click FOLLOW at the top of the page so you can be notified of any new related IDEAS to which you could add your vote when they are added. Your VOTES matter!

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
Photo of Quicken Alex

Quicken Alex, Official Rep

  • 2,478 Points 2k badge 2x thumb
Hello Andrew,

Thank you for taking the time to respond, and for the great feedback! At this time, we do not have plans to create a standalone, web-based program; however, we do plan to incorporate as many features as possible into the web-based companion app for ultimate user convenience. We're dedicated to creating the best web-based program we can, and it is certainly high on our priority list for the future.

As Smayer mentioned, you have the ability to vote for this Idea through the link above. Our Product Developers pay attention to the Ideas on our Community, and look to this forum when considering product improvements. The more votes an Idea has, the higher the potential for implementation.

Thank you,
Alex
Photo of Alonzo Peterson

Alonzo Peterson

  • 80 Points 75 badge 2x thumb
Mr. Dunn:

I don't know if you actually use the Quicken Software, but my experiences in the areas you mentioned are these: 1) Quicken ID - I had to stop syncing my desktop software to the cloud because it would always bring in data from years ago and it would disrupt my reconciliations. Also, I could never get the mobile app in sync with my desktop. I had to stop using it. 2) Connectivity and Bank Downloads - I can never seem to download transactions from Capital One and Citibank. Even though I reset and deactivate/reactivate the accounts endlessly. It has now gotten to the point where it says downloads are complete, but no transactions are downloaded. 3) Quality - After being forced to upgrade from the version I was using to the 2018 version, it took me a month to log in to my data. I was just getting a blank screen. I subsequently found out my data file had gotten corrupted. 4) Customer Care - I must say your tech support staff have been friendly and somewhat helpful, they must get a lot of practice. As you can probably tell I'm not one of your most satisfied customers. However, in fact, I'm pulling for you. Since you are practically the only game in town. I wonder if your performance would improve if you had competition? I do remember a time when the software was less problem ridden. I hope it will one day return to that.

Al
Photo of David Szymanski

David Szymanski

  • 160 Points 100 badge 2x thumb
MS Money was a much better product that Quicken ever was but unfortunately it is gone.  I have started looking at Mint and Personal Capital.
Photo of Anis Khan

Anis Khan

  • 60 Points
One most important thing the quicken is missing which is recording and accounting for Stock options. This feature was available in MS Money but it seems quicken has never thought of this . In my view quicken must incorporate this feature with multiple stock option strategies.
Photo of Quicken Alex

Quicken Alex, Official Rep

  • 2,498 Points 2k badge 2x thumb
Hello Alonzo,

We're sorry to hear of your recent struggles. We're rolling out many improvements, as well as the current ability to choose which 'dataset' or data file to view in your mobile app. It sounds like you may have been accessing the incorrect dataset previously and, with the ability to choose which set you wish to access from the app, this should be resolved. Regarding your inability to download your Capital One and Citibank accounts, this is certainly something our team should be able to assist with. Unfortunately, deactivating and reactivating your accounts is not a guaranteed way to fix bank download issues. Depending on the error messages/codes you reach when attempting to download, there are different steps to take in order to reach resolution and resume downloading.

Finally, we apologize for the trouble you experienced upon upgrading. Of course it is never our intent to cause inconveniences or hassles, especially when upgrading to the latest product, and apologize for the trouble you encountered. I'm arranging for a higher-level support staff member to contact you in hopes we can get all your issues resolved. If we are unable to locate a phone number in our systems for you, we will reach out to the email address you have registered here in the Community to schedule a callback with you.

We appreciate your feedback and look forward to working with you.

Thank you,
Alex
Photo of smayer97 (QM2007, CDN user since '92)

smayer97 (QM2007, CDN user since '92), SuperUser

  • 259,542 Points 100k badge 2x thumb
@Anis Khan  You can add your VOTE to Add capability to enter stock options and restricted stock units grants.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version.

While you are at it, you may want to add your VOTE to related IDEAS found on the 
List of Requests Related to Investments. Click on the underlined link, then follow the instructions to add your vote to more related ideas. Your VOTES matter!

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
(Edited)
Photo of Bill Mainzer

Bill Mainzer

  • 60 Points
I am a longtime user (plus/minus 20 years) The changes have been great especially the help center.
I have had  a number of issues which they have helped me with. 
That said, as a user who uses a Mac Desktop with Parallels and Windows, I have to use Dropbox to be able to access my Quicken accounts when I am away from home. In this day of the cloud, it would be great to have Quicken as cloud based program which can be accessed from anywhere that has internet!
Is that coming and if so when?
Photo of Paul Williams

Paul Williams

  • 646 Points 500 badge 2x thumb
It is ironic that just before reading Eric Dunn's post, I spent an hour manually updating my Discover, ATM, and IRA accounts because the One Step Update didn't up date the accounts for a month.  I look forward to the improvements in Quicken.
(Edited)
Photo of James Davis

James Davis

  • 60 Points
This last 2017 version of Quicken has so completely screwed up my Quicken downloads, doubling entries, leaving others out, that I have given up on Quicken! While I am glad to see you are working with banks on accurate download solutions, I frankly think it may be too late for me. Maybe when you get your “stuff” together and I can use it on a Apple based system, hence my iPad, I’ll try it again. I have been a Windows based, Quicken user for many, many years, and I am appalled (and yes, upset) that Intuit let it get this bad and also with their offshore (non)support. Let’s see how this works out with your new efforts. I frankly don’t know how to correct my files!
Photo of BC Cloutier

BC Cloutier

  • 60 Points
You're doing a great job but...when will be very best version of Quicken be available on the Cloud so that us Mac users enjoy the same high-quality product that is only available in a Windows environment?
Photo of jacobs

jacobs, SuperUser

  • 86,180 Points 50k badge 2x thumb
BC, As a longtime (and long suffering!) Mac user, I too am waiting for a really great version of Quicken for Mac that rivals the venerable Quicken 2007 for Mac or Quicken for Windows.  Eric Dunn has said in previous comments that they are, indeed, committed to bringing the Mac product up to general parity with the Windows product. What he didn't say in this post (buy should have) is that they've had a lot of challenges in doing so, and that while they're making progress, it's slower than either they or we would like. I am simultaneously frustrated yet encouraged that if they keep at it, we will hopefully get the Mac version we all want, in time.

That said, I'm confused that you mentioned being on the cloud as the path you're expecting for Mac parity. Quicken for Mac and Quicken for Windows are desktop-based products, and they're going to remain that way. Some users want to be able to do more form anywhere, but other users don't want any of their data and passwords stored in the cloud. Quicken has indicated they are going to try to satisfy both groups of users by continuing to enhance the existing mobile app to include more functionality, and to make is accessible via a web browser in addition to a phone or tablet -- while making the mobile features completely optional for those who want to keep all their data on their local hard drive.
Photo of smayer97 (QM2007, CDN user since '92)

smayer97 (QM2007, CDN user since '92), SuperUser

  • 259,808 Points 100k badge 2x thumb
It has already been confirmed above that Quicken has no plans at the moment to deliver a full-functioning cloud-only-based version. 

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)