Quicken for Mac 2017 v4.5.4 Released

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It was a long and messy launch of 4.5 but I it's now available to everyone except App Store customers.  We'll be releasing that soon.  I'll post updates at the bottom of this post.

This is a huge release for us.  Here are some of the great new features and bug fixes we added.

Loans
First off, I'm excited to report that we've added the most requested customer feature...Loans.  In this first iteration, we focused mostly on fixed rate mortgages. 

 

Some of the features you'll find are:
  • More loan providers - You may have noticed this already but we've increased the number of loan providers included in the list of financial institutions you can download from. Now you can even connect Quicken Loans which always seemed crazy that we didn't support it even though it's an entirely different company.
  • Auto-Updating Loan Scheduled Transactions - Detailed scheduled transactions that update interest and principal every month based on the customer's loan details and amortization schedule.
  • Graphs - Lots of graphs to see when your loan will be paid off and an estimated total interest paid compared to principal.
  • Liability Account Conversion - Loans in the past were liability accounts.  We kept this account type so if you want to continue tracking your loans this way you can.  However, you will now be able to convert liability accounts to the loan feature by clicking on the Convert to Loan sheet that appears the first time you go to a liability account or if you click the Convert to Loan button in Account Settings.
  • Updated file converters - Both Quicken 2007 and Windows file converters have been updated to import loans from those products.
  • And a whole lot more...
Improved Reports
We're building out our custom report feature.  We added Comparison and Summary reports to 2017.  
  • New Transaction Reports - We just enhanced this by adding new transaction reports for category, tag, payee, account and time-based.
  • Improved uncategorized transaction handling - In the new reports, uncategorized transactions will now be grouped by the sign of the amount. Positive values will be included with the income transactions and negative values will be included with the expenses.
Improved Splits
We subtly changed the way splits work and made them better.
  • We got a lot of complaints about splits getting into a mode where it would change the first split line even after you’ve edited it which was clearly frustrating. There are 3 split modes: Total, Refine First Line and Remainder. If the transaction total amount is 0, then Quicken will sum the amount of the splits and update the total. The Refine First Line mode is useful when one basically wants to categorize a few items but the bulk of a purchase is the same. For example, if you typically go to Walmart for groceries but occasionally buy clothes or something else you may want to pull out just those non-standard items and categorize them separately. In this case, you want the first split line to be Groceries and its amount should decrease with each split line added. Quicken goes into this mode if the transaction total is > 0, the first split line is not edited and there are initially only 2 split lines meaning this is a new split. All other times, splits are in remainder mode where a remainder split line is automatically created if the total amount isn't reached.
  • We added a new feature to adjust the transaction total to the sum of the current split values. If you increase the amount of an existing split line, a remainder split is created that basically subtracts the amount you just added which can be frustrating. This might happen if you decide to increase the amount of extra principal you pay for a month or adjust a paycheck split transaction to match actual amounts. In this case, most would want the total amount to adjust. We've added a "minus" button to the remainder split line so you can delete it. This will automatically change the transaction total value.
Improved Budgets
Budgets have been reworked. We haven’t added any new features but have made what we have work better especially when trying to create a new budget or creating a future budget.
  • Clicking New Budget will now start the budgeting process.
  • Quicken now asks you the starting month and year when creating a budget.
  • Going to the budget view should default better especially when your budget doesn’t start in January.
  • When moving the budget view to a period where there currently isn't a budget defined, Quicken will automatically ask if you would like to create a new budget using the previous budget, historical data from the previous year, or to start from scratch with zero values.
  • Fixed an issue when editing a budget that spans into the next year where the year was not displaying for the month of January.
Improved Auto-Backup
  • A backup is saved only when a change has been made.
  • A progress indicator appears when saving the backup file. Saving the backup can take a few seconds to complete.  In the past the progress indicator wouldn't appear so most didn't realize Quicken was still running while saving the backup.  This makes it much clearer what is happening. 
  • Added a new preference that will change the backup behavior. Instead of automatically saving a backup, Quicken will ask every time before saving a backup.
Improved Register Filter Behavior
I'm a big fan of this one.
  • We’ve changed the behavior for the filter bar in the register. Now the Reset Filter button won't appear until one is in a filtered state. Also, a giant red X has been added to the button which should make it more obvious when one is in a filtered state. The issue is that many times customers didn't realize they were in a filtered state and thought they had lost transactions which can be scary.  Now it's pretty obvious when one is in a filtered state.
And we fixed lots and lots of bugs.
  • We added blue dots to the sidebar representing newly downloaded transactions a few releases ago and continue to improve the way they work. We added a preference to mark reconciled transactions as reviewed. Fixed an issue with Web Connect accounts. They will now work as connected accounts. Also, fixed a number of transaction count issues that would occur when transactions were automatically matched.
  • Fixed the transaction download count in the Account Status window for Quicken Connect accounts. Previously auto-matched transactions weren't being counted.
  • Fixed a long standing issue where exporting the tax report to CSV didn't include the schedule D items.
  • Fixed a crash and hang that would occur when importing Quicken 2007 and Windows files.
  • Improved the reliability of online bill pay transactions by adding a number of checks that will make sure payment information meets certain criteria before attempting to process the transaction.  Also fixed an issue a Quicken Bill Pay issue that would occur when linking to a Financial Institution that supported both Direct Connect and Quicken Connect connection types. 
  • Fixed an issue where old download and sync error messages continued to appear in Quicken even after they were resolved.
  • Fixed an issue where cost basis values didn't appear in the realized gain view.
  • Fixed an issue where dragging a transaction within the register would result in the amount changing if it had a complex split with transfers.
  • Fixed an issue where accounts hidden from reports were also excluded from transfer and account register field pop-up lists.
  • Fixed an issue where the Intuit ID didn't appear in the About Box after signing in as a different user.
  • Fixed an issue where customizing the report will auto-collapse all of the rows.
  • Fixed an issue where renaming a category or action to the same name as another item caused the UI to be unresponsive.
  • Fixed a crash if a payee account number matches the phone number that had been paid by multiple users.
  • Fixed an issue if you had a problem logging in, it would display a dialog to re-enter your credentials.
  • Fixed a budget sync issue.
Lots of great new enhancements and increased stability but this much change could lead to some issues so please let us know if you encounter problems in this forum post once you get the update.  Please don't call support if you check for updates and it's not available yet. Like I said, we release in small spurts and may make fixes in between releases before we allow everyone to download it.  We've already updated the app once to version 4.5.1 after we started seeing a couple of people crashing in the new loan feature using 4.5. It will take time for us to get this new release to everyone.  Thanks for your patience.  If you do get the release, again, please report the issue here so we can find it quickly.

Thanks,
Quicken Mac Team

UPDATES

  • 5/17 - 4.5.4 Released
  • 5/25 - 4.5.5 Released
  • 5/26 - Removed 4.5.5 from release because we discovered all 4.5.x releases have a potential issue where transactions in a bad state where a single split line doesn't equal the transaction will have their transaction total changed to match the single split line amount changing account balances.
  • 6/1 - 4.5.6 released which fixes the above issue and a few other things.
  • 6/9 - Released on App Store.
  • 6/15 - Released 4.5.7 to App Store.  Fixes the file open issue.
  • 6/16 - Released 4.5.8 to retail/download customers.  Has all known file open issue fixes.  The difference between 4.5.7 and 4.5.8 is a crash fix that we saw people running into which usually manifested itself when people opened a minimized Quicken file while using 2 monitors.
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Quicken Marcus, Employee

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Posted 1 month ago

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km-nm

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I like the new loan features, but with 4.5.4 (Build 45.17432.100), it seems I can no longer Reconcile my loan accounts.  Is this expected?
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Gilberto

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I deleted the app on my Mac to re-download, re-install, before I saw on Mac Store that this was a known problem. Now I simply need a new download, where can I get that done please???
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RickO, SuperUser

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If you purchased on the Mac Apple store, then re-download from the purchased tab in the Mac App Store.
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Gilberto

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I did. The Mac App Store charged me $44.99 again. Now going through the refund request fun.
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Gilberto

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I'd written this issue when I could see the $44.99 on the Download button in the App Store. In the end it was my only re-download option so I went for it.
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RickO, SuperUser

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That should not have happened if you were signed into the same iCloud account from which you purchased it. But that's an Apple issue, not a Quicken issue.
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Jim Jones

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A significant bug has still not been fixed that has been reported long ago. When "Show Memo/Notes" is set in a Category Summary report that memo/notes column does not get included in the exported data with the Export CSV button.

Also disappointed that users still cannot choose to show other columns in a Category Summary report (like Check#), change column order and widths, and export to CSV all that is shown. But I'd be happy if the exported CSV included ALL unseen columns since we can use a spreadsheet app to delete what is unnecessary and reorder/resize columns to create a desired report.
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smayer97, SuperUser

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@jacobs from experience I deal with another major brand with a worldwide audience via GetSat and I can tell you that sometimes it does not take a lot of votes to get the attention of developers to implement something even of significance; as little as a couple of dozen. So I would not let the absolute numbers be dissuasive. 

Though, I do wish there was more engagement from the developers to communicate what intentions they have with each IDEA, by at least using the GetSat statuses. GetSat was developed with this in mind. I wish Quicken would use it as intended.
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bill

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why can't I get this update???  I am still using v4.4.3
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RickO, SuperUser

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Did you purchase from the Mac App Store? If so there will be a delay until it is released.
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smayer97, SuperUser

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@Quicken Marcus did you notice my posts above, especially the ones regarding the categorized lists of Ideas and about lost votes? Just want to know if you are aware of them and how much benefit they might be to you?
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Quicken Marcus, Employee

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I'm well aware of them. 
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John Pane

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Hi Marcus, I was wondering if I should expect any response to my detailed post in the prior thread regarding new difficulties accessing Quicken data off an AFP server?
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RickO, SuperUser

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I'll second that request. In the mean time, may change my advise from telling users that it's "unsupported" to saying that it's "untested".
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John Pane

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Marcus, I have two UI issues/requests I hope you can bring to the development team. 

First, if a user has filled out a new transaction but has not saved it by hitting <enter> there is no warning and the transaction is not saved. It would be nice if Quicken prompted the user just like if they quit an application while working on a document that has unsaved changes.

Second, it is too easy to accidentally delete a transaction by hitting <delete>. If the user notices immediately they can hit undo, but if they do not notice there is risk that important information will be lost permanently. Here is another case where it would be very nice for Quicken to warn the user. 

If you cannot make these the default features because some users don't want them, then, could they be optionally turned on via preference?

Thanks,
John
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smayer97, SuperUser

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Yes...the second one is almost critical, as the impact can be significant...this exists in QM2007 as standard...you cannot delete a transaction without warning...and if it is a reconciled transaction, it points out the implications too...
Absolutely need this, as MANY users have reported accidentally deleting transactions without fully knowing it, even experienced SUs here. 
At the very least, the second one should be standard. It is too important to not have this, and soon.
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smayer97, SuperUser

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Yes...the second one is almost critical, as the impact can be significant...this exists in QM2007 as standard...you cannot delete a transaction without warning...and if it is a reconciled transaction, it points out the implications too...
Absolutely need this, as MANY users have reported accidentally deleting transactions without fully knowing it, even experienced SUs here. 
At the very least, the second one should be standard. It is too important to not have this, and soon.
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smayer97, SuperUser

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I should also point out that you can add your VOTE 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 EACH feature and increase its visibility to the developers.

While you are at it, you may want to add your VOTE to related IDEAS found on the List of Data Entry and Usability Options and Features. Click on the underlined link, then follow the instructions to add your vote to more related ideas. 

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

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I installed the latest update, and was horrified to see that the program rewrote some reconciled transactions as different amounts! Specifically, recurring transactions that had changed their amounts in 2017 were recorded as the 2016 amounts, even for bank transactions that had cleared correctly. There did not seem to be any way to fix these numbers, so I had to back out and restore my previous Quicken version and data file. 
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RickO, SuperUser

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I just updated to 4.5.4 and did not have this issue, FYI. I did however, have my investment account balances thrown off, which I'll report below.
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Quicken Marcus, Employee

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I'm working with Pamela on this.  I haven't been able to reproduce it yet but she's tried it multiple times and it happens for her all the time.  Not sure what is unique in her file yet.
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qmac_scott

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Ok thank you. I appreciate you keeping us updated!
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Quicken Marcus, Employee

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We've had a beta customer report a similar issue as Pamela which is why we've stopped the 4.5 release.  He let us look at the file and we now know why his file is exhibiting the wrong balances.  We're not quite sure how to replicate Pamela's issue but she's been very kind in answering our questions.  We're still working on it.
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Quicken Marcus, Employee

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Just following up on this thread.  A big thanks to Pamela who helped us track down the issue.  In 4.5.x we do a pass to try to fix people's data where their splits don't add up to the total of the transaction.  This should never happen but we had a bug where it would happen if you rearranged the order of your transactions for a given day and you have splits with a transfer.  Most of the times we changed the transaction total to match the split total.  Unfortunately, in some cases, where there was a single split transfer transaction the transaction total was actually correct and the split needed to be changed.  This is why some of you saw balance changes.  We fixed this in 4.5.6. 
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Eran Pilovsky

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I updated to Version 4.5.4 (Build 45.17432.100) and connected with First Republic to connect mortgage loan and equity line accounts.  Both accounts get grouped into Credit Cards.  These should be in property & debt.
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Quicken Marcus, Employee

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Home Equity Line of Credit (HELOC) accounts are always grouped with Credit Cards because they act like credit cards.  The mortgage should have turned into a loan but it depends on what the bank/account aggregator tells us.  Quicken doesn't actually choose the type of account.  I'll contact you via email and possibly you can share your HTTP log with us.  That will tell us the account type that was sent.
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Brad C

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Thank you for fixing the loan issue... that was a much needed upgrade.  I just transitioned to Quicken Mac after more than 10 years on the Windows version, so it was very frustrating to not have that feature.

Along those same lines, is it possible to budget transfers for other asset accounts?  For example, I like my budget to reflect cash transfers in my 401K, HSA, 529s, etc.  It really throws off my budget each month that I can't see those cash transfers to the various deferred accounts.
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smayer97, SuperUser

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Not currently possible. You can add your VOTE to Add Ability to Include or Exclude Transfers on Budgets.

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.

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

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

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Couldn't agree more with this - we have to be able to include the outbound half of the loan payments in budgets...OR...tell budgets which accounts to include and not include.
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Quicken Marcus, Employee

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Yup, being able to budget transfers or select accounts to budget is at the top of the list for things we want to add but please also vote for the feature as suggested by smayer97.
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smayer97, SuperUser

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@Quicken Marcus I do hope priority is being given to the items that are literally obstacles to at least QM2007 users from upgrading, let alone QWin users, as per this list:
List of Obstacles and Hindrances for Migrating from QM2007 or QWin to Quicken for Mac

(People can vote on the related IDEAs still missing from QMac specific to this issue to enable and/or facilitate upgrading from QM2007 or QWin).
(Edited)
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JSH56

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Great update. Like the new loan capability. 

HOWEVER, I am now getting Loan Sync Errors on Principal and Interest. I think it is due to the fact that the loan payment calculated by Quicken is different than my actual loan payments. How can this be remedied? (I tried to add principal, but in one case, the calculated loan payment is too high)
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Steve

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Hi Marcus,

Thanks for the comments. My calculations come from the exact payment formula, not a web calculator.

The exact monthly payment formula is P = L[c(1+c)^n]/[(1+c)^n - 1], where L=loan amount, c = monthly interest rate, and n=number of payments.  In this formula, (1+c)^n is (1+c) raised to the power of n. In my case, L=382500, c=0.02875/12, n=180.  Put in the numbers (which I did on my calculator) and you get P = $2618.540668.  But Quicken says $2618.55 instead of $2618.54.

I would guess that the most standard way of rounding is to round anything less than half a cent down, and round anything greater than or equal to half a cent up.

But, if you think that some lenders might not round this way, then you should leave it as a user option to choose the payment for the loan so we can match the payments we are currently making with our lender.

Steve
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Steve

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One other thing. I entered my loan by converting a liability account to a mortgage account. So the first payment date was in 2013.

The payment schedule created by Quicken all looks okay EXCEPT Total Interest. It seems that this should be given by

   Total Interest = (monthly payment) * (number of payments) - (Total Principal)

With my numbers this gives

  Total interest = ($2,618.54 * 53) - $96,068.45 = $42,714.17

But the payment schedule says Total Interest = $48,343.98

Any ideas why there is a discrepancy?
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James Sapp

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It's an unusual to see a mortgage with a fixed interest payment, so I don't understand your math a multiplying an interest payment by the number of months you have paid. Typically interest payments start high and get smaller because the balance of the mortgage gets lower as principal payments are made. You could refer to the payment schedule to see the monthly interest payment. 
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Steve

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Hi James,

The monthly payments in my calculation includes principal + interest. So,

(monthly payment) * (number of payments made) = Total Principal + Total Interest 

that has been paid so far.  From the payment schedule, Quicken showed the correct Total Principal paid. So, if I subtract that off, I will get the Total Interest that I paid.  This doesn't agree with the Total Interest that is shown in the payment schedule.

Steve
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Steve

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Marcus,

I hope you see this and pass it on to your developers.

I figured out how Quicken is calculating "Total Interest" shown in the Payment Schedule when you enter data for a loan that you've already been making payments for, and it's a bug.

Let L = loan amount, c = monthly interest, N = number of monthly payments made so far.  Quicken is calculating (incorrectly) the Total Interest paid after N monthly payments as

  Total Interest Quicken (wrong) =  (L * c) * N

In the above, (L * c) is amount of interest paid with the first payment. Quicken is simply multiplying this by the number of payments made so far, which is not correct.

As mentioned in my previous post, the Total Interest after N monthly payments P of principal and interest should be:

  Total Interest = P * N - (Total Principal paid after N payments)

Steve
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David Argust

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Marcus,

I had posted this in the prior thread, but did not get any response.  Is this something unique to me?

==============================================

I was just notified to download the latest release of Quicken for Mac.  I performed the download and am now on release 4.5.4

In my previous use I go to the All Transactions view with the filter set to "Not Reviewed" to see my not reviewed transactions.   In this new release this filter does not seem to work as I now continue to see all transactions both reviewed and not reviewed.

Thanks for any help you can offer.
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RickO, SuperUser

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You can use "reviewed" to mean anything you want.

Manually entered transactions have an orange pencil when entered, then the pencil turns blue when it is downloaded and matched. I mark these reviewed to acknowledge that I've seen the download match and that I've shredded or filed the receipt.
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Quicken Marcus, Employee

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Sorry, I read it and meant to reply but couldn't find the bug that we had on this.  A beta tester also reported this and it's not 100% reproducible but I forget the exact instances of why it works most of the time but sometimes doesn't.  I'll keep looking for the ticket to provide more details but thought I would respond so you know I read this.  
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David Argust

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Thanks for the update Marcus.
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pauldv172

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I find that it does not work as it used to.  Being that the Blue dots don't remain when you change accounts even though you didn't review them, I clicked "All Transactions-Not Reviewed"--It would only show transaction that have blue indicators.  Now it shows all transactions not reviewed.  I would like to only see stuff with blue indicators
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RickO, SuperUser

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pauldv172.... So are you saying that you want the orange pencil transactions excluded from the "Not Reviewed" filter? As mentioned above, there used to be a bug that did cause the manual transactions (orange pencil) to be excluded from the Not Reviewed filter, even though these transactions' status was, yes, "not reviewed". Excluding the orange pencil icons from the filter would make the filter wrong and that's why the bug was fixed.

Workaround: mark your orange pencil icons as reviewed. (However, I'm not sure if they would then get a blue icon when downloaded and matched.)

Sounds like you're asking for a new filter "Matched or Downloaded and Not Reviewed". If that's what you're after, then perhaps start a new IDEA conversation here in the community to let people vote for it.

You also probably will want to go to the IDEA post below and VOTE for it (upper right corner):

https://getsatisfaction.com/quickencommunity/topics/download-flags
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Jim

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Thank you for the improvement on splits. I've gotten better at figuring out how to edit an existing split in order so that I don't have to re-enter the first split line item.

There is an unrelated split issue, but I have a workaround so it is not a huge deal. In the register view for an account (or multiple accounts, e.g., All Transactions) when I sort what I see by Category the Split items show up as if "Split" is the name of a category and I don't get the underlying line items sorted appropriately. I suppose it would be nice to have a checkbox to expand all splits to solve this. The workaround is that when I export the Register Transactions to CSV the individual line items show up on separate rows with the same date, check#, and payee [thank goodness!]. Thus I can sort the spreadsheet by Category the way I like. I haven't checked to see yet if anyone has pointed this out or made a suggestion to vote on.
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smayer97, SuperUser

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The reason it works in an export is because your are essentially moving to another "reporting" or organizing format. But that is exactly what reports are supposed to do in Quicken. It works as you indicate in QM2007 using the features I listed above. They have yet to make this possible in QM2017. 

As a database developer in the past myself, I can tell you from experience that what you are asking for is not an easy task. They would have to redesign the functionality of the user interface of register views. The easiest and most suitable place to do what you want would be using Quicken reports, IMHO.
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Jim

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But it seems to me that an SQL type of request that dumps things to an extract could have a similar counterpart for the register view. I imagine that it may even have been more complicated in their coding to show a split as one item than as multiple individual transactions in the first place. But you are right... it is likely much more complicated than I imagine.
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Quicken Marcus, Employee

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Thanks for this suggestion.  Can you explain your use case or why this layout is helpful to you?  I can guess but I like to better understand the big picture.  Thanks.
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Jim

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So here is just one thing I wanted to do recently. I wanted to look at all transactions from an international trip we took, but see it organized by category. I use keywords in the memo field to distinguish trips, and filter for those keywords in the All Transaction register window. Then I click on the column title for Category to sort by that. But that turns out to be useless because all my split transactions are sorted as if they were a single transaction with a category named "split".

I am able to do what I need if I export the register to a CSV. The extracted data has one row for each transaction, including the individual line items of a split as if they are individual transactions. So I can sort on the category and that separates my different types of expenses as one would expect.

Actually, I cannot think of a use case where a user who sorts-by-category a list of transactions would not want the individual line items of split transactions to find their proper place among the non-split transactions, e.g. food expenses together, fuel expenses together, entertainment expenses together, etc.

Hope this helps explain it.
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smayer97, SuperUser

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So it sounds to me exactly like the use case for reports that should also generate the same info using the sorting and subtotal features that QM2007 reporting has. 

So this functionality needs to be built into at least one place, that is, reports. If it is also built into the register view, all the better, unless you want one UI place to handle each type of functionality. 
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jsurpless

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Curious if reports function yet with tags like Q2007 used to work with classes?

Categories on the left as rows and classes on the top as columns
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smayer97, SuperUser

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No...this is one of the key fundamental report types still missing from QMac...

You can add your VOTE for the Columnar report (with selectable choices for rows and columns).

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.

While you are at it, you may want to add your VOTE to related IDEAS found on the List of Requests for Report Types. Click on the underlined link, then follow the instructions to add your vote to more related ideas. 

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

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We definitely know this is an important report especially those that track property.  We do not have this ability yet.
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smayer97, SuperUser

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@Quicken Marcus Thx. But please do not limit its use case...there are MANY MORE applications to this format. If you are not already, I highly recommend you take cues from at least QM2007 on how flexible it is to customize so you build it at least as good as that.
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smayer97, SuperUser

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smayer97, SuperUser

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Good...what about the preferences issue also mentioned?
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Quicken Marcus, Employee

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Not sure why some people are seeing preference changes.  I don't think we changed anything there.  Is everyone seeing that issue?
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RickO, SuperUser

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I did not experience any preference changes (including long/short category name) when I upgraded from 4.4.3 to 4.5.4.
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krm11

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None of my preferences changed from 4.4.3 to 4.5.4 either.
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Concordman

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No changes in preference settings after upgrade
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Straz

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You report having gotten a lot of complaints before about splits changing the first split line from others, but for me, the previous behavior of updating the first split line to keep the overall total unchanged was exactly what I wanted. Since the upgrade, my current cash entry, in which I start with $500 from my bank's ATM, and later document where it all went, is no longer automatically in the first line to keep the total unchanged. Instead, it adds a correcting entry to the bottom each time I add a detail line, forcing me to use a calculator to figure out the needed correction to apply manually to the first line of the split after my changes. If I understand correctly, this won't happen the next time I create such an entry, so long as I never manually edit that first line's amount. We'll see. Meanwhile, I wish there were an option to turn off the new behavior for those of us that liked it the old way.
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smayer97, SuperUser

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Yes I do likewise...much better.
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Straz

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Thanks! I just set up a cash account, and it looks like that will work well, and have the additional advantages you mentioned. Guess I won't care about the changed behavior I reported any longer.
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Concordman

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@jacobs great idea, thank you for mentioning it here
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Larry Nolan

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I've adopted the use of Cash also. Happy that @jacobs shared his process.
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Quicken Marcus, Employee

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 jacobs, Awesome suggestion.  Thanks for mentioning this in the forum.
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Richard Wagoner

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Love the update. Weirdly, my loan payment number is off my one  (one too high, as if it started counting at 2) even though I entered the first payment date appropriately. The last payment (in 25 years or so) in Quicken thus combines the actual last two payments on the Payment Schedule and ends in 12/2042 instead of 1/2043 and makes the payment larger than it should be (since it is combining two months).

My hunch is that Quicken has trouble dealing with the loan being funded in 12/2012 but the first payment not being due until 2/2013, so it is counting payment 1 as a zero amount.

Any thoughts?

Also, a quick question: if my loan amortizes correctly as it does (sans the last two payments) is there any reason for online access to my loan provider? It does not seem as if anything would actually be done.

And ... I kind of liked the old split calculation better as well, but it's not as critical now that loans are handled correctly. Thanks for that!
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Quicken Marcus, Employee

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Oh interesting.  You may want to try entering in the Maturity date instead of the first payment date to see if that corrects the issue.  It sounds like you know the maturity date should be 1/2043 so enter that in to see if it changes things.  If that doesn't work then it would be helpful to have the numbers you entered in the loan details screen.  It doesn't have to be your actual numbers but something that illustrates the issue so we can reproduce what you're seeing.  
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Richard Wagoner

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I tried that and it didn't change anything. Very odd. I'll send the info later.
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Craig in ER

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Marcus,
I love the work the Quicken team is doing to make Quicken for Mac better with each release.  Thank you so much.  Happy to see Loan Amortization added.  There is an issue that I believe needs to be addressed.  I pay my bills through a Brokerage Cash Management Account (CMA) through an investment company.  This account is a checking account within a brokerage account.  Many brokerage accounts have check writing features.  There are many of these types of accounts available.  In Quicken 2017 I am able to enter deposits and make payments from my CMA just fine.  When I bring up this account Quicken allows Payment/Deposits to be made including entering check #s.  Here is the problem.  When I set up my loan account and get to the screen to select from which account the loan should be paid my CMA is not in the list because it is a brokerage account!  You need to make ALL accounts available in the Pay From drop down list in the loan set up.  This loan payment is the only bill I cannot set up to be paid from my CMA.  So, I had to convert the loan back to a liability and now have to make manual entries for this loan payment in my CMA.  I can't use the Loan Amortization feature.  Bottom line is you need to let us set up our loans to be paid from any account.  Does anyone have a work around for this issue?
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Quicken Marcus, Employee

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Yes, that makes sense.  We also have a bug that Quicken Bill Pay doesn't work with investment accounts either because of this bias.  This has already been fixed internally but we haven't released it yet.  I'm just piling on with regard to us being blind about investment accounts being used as checking accounts. Anyway, I'll definitely file this issue and we'll get it fixed soon.
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RickO, SuperUser

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Just updated to 4.5.4. It went smoothly except that my investment balances where all out of whack.

On further investigation, I found that opening balance placeholder transactions had been entered in several of the accounts. In one case, there was a $300,000+ positive opening balance adjustment added for an account that has an approximate $4,000 balance.

After deleting these erroneous placeholders, all balances returned to normal. Note that this only affected the cash balances in the accounts, not the quantities of security holdings.
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Quicken Marcus, Employee

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Oh my?  That's crazy.  I'm not even sure how that is possible but obviously you're seeing it.  I'll reach out to you directly.
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Richard Wagoner

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I had some odd adjustments added to my home loan after conversion as well. Weird.
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CTRX Tech

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I had an issue as well where several "placeholders" were put into my investment accounts that weren't there before. It was easy to remove them and restore the balances, BUT, now I have two securities that were sold yeras ago showing up in the portfolio with zero balances.

Another issue is everytime I start the program, I am greeted with the "Let's Get Started" screen.
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Mike Molloy

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I have this problem, too, using Version 4.5.5 (Build 45.17476.100)

I have an account that after updating, had an "Add Shares" transaction from when the acct was created. I can delete the transaction, but it returns when I next update the account. 

It's confusing, because the added shares are from a security that changed names since the acct started. (MHFI --> SPGI). 

Probably didn't do it exactly right, but made some correcting transactions to account for the shares coming in on the Add Shares, and it seems to have corrected things, even after another update. 
(Edited)
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Quicken Marcus, Employee

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Richard, The new loan feature will add adjustments automatically to connected accounts so that the downloaded account balance matches the register.  This is a new feature of loans.
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RickO, SuperUser

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@Marcus.... A bug has been introduced in 4.5.4 that causes an investment quote update to be triggered when a Pay Now action on a Direct Connect Bill Pay checking account transaction has completed. This should not occur when the user has automatic quote download disabled in Preferences. 

For more detail, see here:

https://getsatisfaction.com/quickencommunity/topics/qmac-2017-v4-5-4-bill-pay-manage-investments-bug...
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Quicken Marcus, Employee

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You know I paid a bill last night using Pay Now but didn't notice the quote thing coming up (which I'm sure I hate as much as you guys).  I'll try again tonight and will report back.  We have already filed a bug.  
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RickO, SuperUser

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Marcus, the FI is Citizens Bank - Mid Atlantic Consumer, checking account,  in case that makes a difference
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kingfisher500

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I don't think the FI matters. Mine is BB&T. Note that this happens with Direct Connect and Pay Now. It does not happen if the transaction is Saved and then sent by updating the FI Account.
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Quicken Marcus, Employee

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Yup. We've confirmed that the quotes appear.  Thanks for reporting this issue.
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edhans

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This build has messed up entering transfers. In the previous one (the one that was out for months before the 4.5 cycle) in the account field I could enter, for example:
[s

It would then show me all accounts to transfer to that started with an "S" and I could move down the list with the cursor and select the one I wanted, or I could type additional letters to narrow the list further.

Now when I type [s, it automatically fills in Transfer:[ but sticks my cursor in the middle of the word Transfer and further tying must makes a mess of it. So essentially all typing [ does now is give me a list of all of my accounts which is useless.

Bring back the old behavior please.
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Snoopy FC

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I noticed the same problem. Appears to be something that arose with 4.5.x.
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RickO, SuperUser

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Check the Preferences. Make sure this is checked...



I don't know if this might be the issue, but there are reports of other prefs getting changed during the upgrade to 4.5.x
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edhans

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RickO - I'll check this when I get home The problem though is it is allowing me to make links in the category field. When I type [ it brings up the list of accounts, so linking is working. But it then inserts the word "Transfer" so if I type "sch" to start Schwab, I get a mess similar to t[schransfer which is useless. 

I don't think it has anythng to do with the option, but again, I will double-check when I get home.
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smayer97, SuperUser

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Yes, this was reported as a bug with the release of 4.5.x, in this thread segment here :
https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-2017-v4-5-4-5-1-4-5-2-released?t...
It appears that the problem is that the cursor is simply placed in the wrong place so that continued data entry overwrites the Transfer text and messes things up. As a work-around, would it not work to simply reposition the cursor before further data entry?

Anyway, there has yet to be an acknowledgement by the Quicken team, so still needs addressing.

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

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Thanks for the link. I'll follow that thread. The workaround isn't helpful though. The bug isn't a showstopper, but it means you can no longer effectively use the keyboard to enter transfer information in the category field.

Well, never mind. Whatever you linked to is just a big list and I cannot figure out how to find the actual thread so I can follow it. This board is horrible. I am thankful Quicken is the only software I use that uses GetSatisfaction. 
(Edited)
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Michael Erb

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I'm just not getting the mortgage capability.

I had my Mortgage and HELOC set up already prior to v4.5.4 being released. Now that I have upgraded to 4.5.4, I'm not seeing anything different in my Mortgage or HELOC. I don't see the graphs that are in the HELP file. I don't see amortization tables. Do I have to do something to get there?

My Morgage and HELOC are through American Airlines Federal Credit Union. Both are currently showing up unde r  the Credit Card heading as Line of Credit and the drop down for account type does not have Mortgage or Home Equity as choices.

Confused.
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Richard Wagoner

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Mortgage works fine as a loan IF you set it up correctly. The HELOC, even though it has such a setting, seems to get screwed up by changing over so I changed back. BUT ... I didn't spend much time playing with the HELOC either ... I figured since it worked fine as a "credit card" I'd leave it that way.

The only reason I changed the mortgage to a loan is so that the amortization would be correct. I didn't try using it as a liability and downloading the transactions from the mortgage company, though, which may have done the same thing (as does the HELOC).

I'm pretty satisfied with QM2017.
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Quicken Marcus, Employee

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HELOCs should be treated as credit cards in Quicken.
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Richard Wagoner

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Re: HELOCs... if they are to be treated as credit cards, you might want to remove the option to change them to a HELOC loan!
(Edited)
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Quicken Marcus, Employee

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Where are you seeing this?  There's a difference between Home Equity Line of Credit (HELOC) which acts like a credit card and a Home Equity Loan which acts like a loan.  We continue to have Home Equity as a loan option if people want to set up their Home Equity Loan.
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Richard Wagoner

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You may be right. I already switched back and I don't want to re-try it, but it may very well be that I saw Home Equity loan and in my mind thought HELOC. I DO know that setting up on-line access made it want to select Home Equity or something else other than Credit Card. Regardless, feel free to delete my comment above.

Thank you for doing such a good job representing Quicken here. I appreciate the work you do and I am serious when I say I REALLY like the improvements in the latest edition, even if it was pulled for bugs!
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Marty

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How do I get this update?  When I click on Quicken-->Check for Updates, I get a pop-up saying that I am up to date with version 4.4.3.  But that's clearly incorrect.
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RickO, SuperUser

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Did you purchase Quicken through the Mac App Store? The release of new versions in the Mac App Store is delayed by Apple's approval process. You should be seeing the update available in a week or two after its release elsewhere.
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Marty

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No, I purchased it from Amazon, and installed it from a disc (not a download).
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RickO, SuperUser

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Okay then. That's strange. You should contact Quicken Support. Hopefully they can provide you with a download link.

Quicken Support Contact

Edit: It looks like they may have pulled the update again. I have updated to 4.5.4 on one machine and have been getting nagged about updating for many days now on the 2nd machine. Just checked, and the nag is gone on the 2nd machine and it tells me that 4.4.3 is current.

I'll try to find out what's going on.
(Edited)
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Marty

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Thanks.  I'm not in any great hurry anyway, given that there seem to have been some issues in 4.5.4.  It's hard to know just when to apply the updates; I appreciate fixes and features, but not at the expense of breaking something.
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RickO, SuperUser

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Just heard back. 4.5.4. has in fact been stopped. An official update will be posted shortly.
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Quicken Kathryn, Official Rep

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Hi All,
The 4.5.4 release has been temporarily removed while the team investigates an issue with register balance irregularity; it appears that not all users experience this issue, but the team wants to ensure that no calculation errors occur with the product.

In the interim, if you try to update your Mac product, you'll see version 4.4.3.

Thanks for your patience!
Quicken Kathryn
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Quicken Marcus, Employee

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Michael Erb, we did detect an issue where account balances could change after upgrading to 4.5 which is why we pulled the release.  In 4.5 we added a fix to a previous issue where splits didn't add up to the transaction amount total.  This shouldn't even be possible but it could occur if you happen to drag your transactions around on a particular day and there's a transfer associated with that transaction.  In trying to clean up people's files we now do a data integrity check and make sure the math adds up correctly.  For the most part, this is working well but for some, they have a single split line that has a different amount than the transaction total.  Again, this shouldn't be possible and we're not even sure how people's files got into this state but we found this out from customers who reported a balance problem.  Our upcoming fix will take this into account and change the single split line to match the transaction value.  We'll also fix people's files that are already in this state.
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Moe

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Marcus, I upgraded from 2016 to 2017. I have 4.4.3 I was perfectly balanced before the upgrade. I always save a copy before I upgrade so I can confirm that.  I thought of going back to 2016, but I also like the new features.  I can't seem to set up a loan with PNC or Wells Fargo Advisors and I am really looking forward to the new loan feature. 
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Chris Bailey

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While I appreciate the need to pull the update due to the bug, that really warrants posting a new thread at the top of the forum to let people know about this. I backed up my system last weekend and reinstalled the OS and all apps from scratch. Downloaded a fresh copy of Quicken 2017 from my Intuit account (version 4.3.1). This auto-updated to 4.4.3, which now will not patch to 4.5.4. Because my Quicken data file was opened in version 4.5.4, it will not open in 4.4.3 -- I get some weird error about how the file was last opened by Quicken 2015 two years ago. (I did confirm that this is the actual file I used last week, so it's a bogus error message.) What's worse is you didn't inform your online chat support about this issue, so they ran me through some pointless rigmarole about reinstalling the app and running in safe mode and other time-wasting activities that had no potential of solving the problem. I had to read all the way down the thread to find out there's absolutely no way I can open my Quicken file now until version 4.5.6 is released. Outstanding.
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smayer97, SuperUser

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Yup...bad process and poor communication internally and externally.

Meanwhile, you should be able to get a copy of 4.5.x via support. 

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

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Decided to wait it out -- version 4.5.6 is out now. My Quicken app updated and I'm able to access my data again. Glad I'm back in business!
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Concordman

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No preference changes going from 4.4.3 to 4.5.4
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Quicken Marcus, Employee

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Thanks for reporting this.  We found a bug in categories where typing the ":" selects the first sub-category in the list which it shouldn't.  I'm wondering if the people reporting preference changes were running into this bug and assuming their preference was changed because it wasn't working right.  Anyway, I wouldn't expect preferences to change in 4.5.x. 
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CJ

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I updated to 4.5.4, switched my loans over to the new system, and updated my accounts. Then, due to unrelated computer problems, I had to reload macOS from scratch. I've reinstalled Quicken, but for some reason it won't update past 4.4.3.

As a result, it refuses to open my data file, indicating that I need to update Quicken...except when I click Quicken > Check for Updates..., it states, "You're up-to-date! Quicken 2017 4.4.3 is currently the newest version available."

How can I update my new installation of Quicken 2017 to 4.5.4?
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jacobs, SuperUser

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CJ: The reason you can't update to 4.5.4 currently is that they froze the update last week to investigate a reported bug affecting a very small number of people. They'll probably have a new release sometime next week, but that doesn't help you now. I'd suggest you contact Quicken Support (quicken.com/contact-support) to see if they can give you a way to download 4.5.4 in the meantime because of your circumstances.
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RickO, SuperUser

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Quicken 4.5.x release has been put on hold right now while the developers look at a possible bug. That creates a major problem for someone in your situation since the old version won't open the data file once it's been converted.

You really only have two options:

1) Wait until they start releasing 4.5.x again, hopefully early this week, or 

2) Contact Quicken Support (Quicken Support). Hopefully they will make 4.5.x available to you on a special case basis since you had already converted.

One suggestion for the future (won't help you now)... Whenever there's a release of a significant update for my mission-critical software (Quicken qualifies), before updating, I go to the Applications folder and compress the old version. Then I have that zip file in case I need to revert to the older version. It won't work for some apps that have more complex installation architectures, but it works fine for Quicken.
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CJ

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Dang, you guys are good! Makes sense. I could always restore the old version from backup (I include applications in my backups), but I can probably just wait it out.
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Quicken Marcus, Employee

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Also, we never delete your old version of the app but instead it's moved to the trash.  In addition, support has the ability to give you a link to get the latest version.  We hope to have 4.5.6 ready for release to a few thousand people on 5/31 and hopefully to everyone on 6/1.
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cneal

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Just a nit with 4.5.4, not even enough to call a bug.

The blue dot indicating an updated account will remain in the Account List if you leave the account display and go to a report and then go to a different account.
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David Argust

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When you say the blue dot remains after you go to another account, is this after you have marked as "reviewed" the blue dot transactions in that account? I have found that the blue dot on my accounts has disappeared when I switch to another account even if I have not reviewed the tranactions. I always thought this was a weird behavior as my preference would be for the blue dot to remain if the account had any unreviewed transactions. I would like it to be as easy as possible to find downloaded transactions that I have not reviewed. Essentially similar to unacceptabled transactions in Quicken for Windows.
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cneal

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No, I never clear the indicator for how the transaction got into the register. I use the Clr column to manually reconcile. The blue dot or brown or blue pencil stays and is never removed.

It worked like this....

1. Direct connect download from AmEx.
2. Check the account register to make sure the additions are valid.
3. Go to Reports to check something else.
4. Go to another account.
5. The blue dot in the Accounts list is still there.


It could be called a cosmetic problem. 
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Quicken Marcus, Employee

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Thanks for reporting this.  The blue dot should disappear after you click on the account again and switch to another account.
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edhans

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Will you give us more control of our backups please?
  1. I would like to put them in my \Quicken\Backup folder in OneDrive, not Quicken\Backup\Automatic backups, and not \Quicken\Automatic backups. I want ALL of my backups in one folder.
  2. I would prefer the word "automatic" be removed from the file name. I don't care who made the backup. I just want it to be the filename and date.
  3. I don't want QUicken deleting my automatic backups. This is a show stopper for me. I have reverted to manual backups once I realized Quicken was keeping only 5 and deleting all others.

It is a real simple config.
  • Path where it goes. Don't add anything to it. Put it exactly where I say per the path.
  • Don't add anything to the name.
  • Give me the option to limit the quantity. I know some will want to. I don't. I manually review my backup folder every few months and clean out what I want.

By the way, this is pretty much how QUicken for Windows worked - at least through 2015, the last version I used before switching to a Mac.
(Edited)
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RickO, SuperUser

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All good ideas. You may want to start a separate IDEA post for this so it can voted on.

Also, if you are interested, you could use macOS's Automator Folder Actions to copy each backup file when it's created to a location you specify, rename as desired, and keep an unlimited number of copies there.

Here's a basic tutorial:

http://www.applegazette.com/os-x/getting-started-automator-workflows-mac/
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Quicken Marcus, Employee

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You can set the backup folder by clicking on the Backup Folder button in preferences.  Does this not work for you?  We don't currently have the ability to set the number of backups saved or to not delete them but I'm hoping to get a college intern to work on this soon.
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edhans

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Marcus, it doesn't do that. If I tell it to put them in \OneDrive\Quicken\Backups, it puts them in \OneDrive\Quicken\Backups\Automatic Backups. And then it adds "Automatic backup" to every file name. 

Looking forward to some sort of change. The way it worked in Quicken 2015 for Windows was perfect. I am doing then 100% manual right now.
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Matthew Phelps

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This bug seems to persist, so I'm posting it here to make sure it's captured:

When my bank changes the name of my account (e.g., "Gold Card" to "Platinum Card"), the "Account Status" window reports an error (324, DEAD account) and transactions no longer download for these accounts. Resetting the connected services (Preferences->Advanced) doesn't fix it, nor does changing the connection type or deactivating and re-activating downloads (account settings). The only workarounds I've seen are to:

a) manually change the account names back to their original names on the bank website (not possible for some banks), or
b) export all data to a QXF file and then create a new file and import this file and reconnect all the accounts. (This works, except exporting to QXF doesn't maintain memos/notes or attachments.)

Can a future release *please* work in a means to reset the connection to a bank without having to re-create the file from scratch or losing memos/attachments? Pretty please?
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CFree

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No that option does not work. Sadly it is grayed out. It doesn't really make sense because it worked in the previous version. 2016 that is
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cneal

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Mine is greyed out until I go to the transaction view of an individual account. Then it is enabled.
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RickO, SuperUser

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@CFree, at this point, you would be better served by posting your own new conversation in the community on this topic. When you do, please restate the version of Quicken you are using and explain exactly which report you are trying to export (i.e., what menu command do you use to show the report).
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RickO, SuperUser

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@CFree, at this point, you would be better served by posting your own new conversation in the community on this topic. When you do, please restate the version of Quicken you are using and explain exactly which report you are trying to export (i.e., what menu command do you use to show the report).
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M C Crockett

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@Rick0, CFree:  I think a new conversation would be good as I am running QM2017 4.5.8 and can generate reports in CSV format.

I tried the "original" Category Report and then used New Report to generate a Category report summarized by year.  In addition, I opened a savings account transaction register and exported the transactions to a CSV file.

I was able to open and view all of the files using Numbers and NeoOffice without issue.