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
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Quicken Marcus, Employee

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Posted 4 days 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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smayer97, SuperUser

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Loan, or liability accounts, in QM2007 are not reconciled, per se, but I do reconcile them against the banks statements and often require to make minor adjustments to the account due to differences in interest calculations. This is simply entered as an adjustment. So QM2007 allows entering adjustments, which marks all transactions to that point reconciled.

I would expect the same thing in QM2017. No need to do the same type of reconciliation as a bank or credit card, in my experience.
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Quicken Marcus, Employee

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Thanks for that feedback.
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km-nm

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Yes, I reconcile the mortgage directly.  Like smayer97 said, I want to make sure that my interest matches what I'll be getting in my 1099.  In fact, I just updated my account to download from Nationstar, so I was expecting reconciliation to be easier with 4.5.4.
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Alex Lindberg

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Short answer - Yes.  Loan reconciliation (or any account for that matter) should be a user option.  Loans are an odd type of account.  Since each financial institution calculates principal and interest splits just a little different, the ability to adjust accounts for this is necessary and (if king for a day) a requirement Quicken must support.  If memory servers, the Windows version allows for this.
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smayer97, SuperUser

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Agreed...yes for being able to make adjustments for the account. In QM2007 you perform an adjustment as of a specific date. The adjustment gets entered and all previous transactions are marked as reconciled.
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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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Jim

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One of my worries is that the new development team is focused more on new features and treating all votes equally between long time loyal users off Quicken and new users who have not explored all the reporting stuff but are interested in Zillow and such.
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smayer97, SuperUser

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@Jim one of my concerns too...That's why I hope Quicken Marcus takes to heart my post about the obstacles for loyal users of legacy Quicken that need to move forward and gives it top priority...

many of the items will satisfy the needs of users new to Quicken too, so many of the items should have broad appeal, even from a marketing perspective.
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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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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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jacobs, SuperUser

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John, as I think was pointed out in the previous thread, running your data file on a server has never been supported. It may have worked fine for you, and you are indeed lucky, but it's important to understand that it's not recommended or supported. And because of that, I would not expect the Quicken developers to spend time trying to replicate any such issues. I know that may be frustrating for you, but I'm just trying to provide as straightforward an answer as possible based on what they've previously said.
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John Pane

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@jacobs the point was made and acknowledged in the prior thread -- no need to repeat it here.

I was talking to @Quicken Marcus, who said, "We haven't changed anything in regards to accessing a Quicken file from a remote server and don't have any plans on blocking this setup" then asked some questions. I provided a detailed answer and have been closely monitoring these threads in case more information is requested. My purpose in posting here is to keep the issue open to the extent Marcus is willing to do so.
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Quicken Marcus, Employee

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John, I'll take a look.  Your issue is going to take more time to digest.  I have no clue why you would see different behavior in this version. Like I said, we didn't change anything in this area.  Possibly Apple changed something or heightened their security in the OS which is now preventing your situation from working but I'll read through it in more depth. 
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John Pane

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Thank you Marcus, I appreciate your attention to this. As a note, once I revert back to Quicken 4.4.3 I have no problems resuming my longstanding workflow. So it does not seem to have been something changed by Apple.
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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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Quicken Marcus, Employee

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We changed the scheduled transaction code in support of Loans so something could have impacted other areas of the product.  Thanks for reporting this.  Anyone else seeing this issue? I'll try to reproduce this and will let you know if I can make it happen.  I may have more questions for you.
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Pamela Dellal

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This did not happen in a loan account, but in my Checking account. The affected transactions, as I stated, had been different amounts in 2016 but were recreated as new recurring transactions in 2017.
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Quicken Marcus, Employee

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Understood.  Scheduled transactions in a checking account were changed so that if you edit them, they also update the loan details.  When we change something it could impact other things which is why I brought up loans.

As I try to re-create your situation, I think I need more information.   I'm having a hard time understanding what is being changed.  Is it future scheduled transactions or old transactions that have already been paid.  It would be great if you could provide an example of what you saw.  For example, in 4.4 I had a transactions dated 5/1/2016 for AT&T and it had a value of $100.  I opened this up in 4.5 and now the value is $150.  Or I had a scheduled transaction for AT&T that was set for $100 and the next payment was set for 6/1/2017.  When I opened this up in 4.5, the new scheduled transaction was set to $150.  A screenshot would be great too?  To recreate these things, we need a lot of specific details. 
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qmac_scott

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Has any progress been made on debugging this? I am holding off upgrading until this one is found/fixed or proved to be false because this is a scary one since I am not sure I'd even notice until it was to late to revert to a backup! Thank you.
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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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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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Quicken Marcus, Employee

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Oops.  I lost what I wrote previously.  I'll try to rewrite this.  I wanted to learn more about the errors.  Where are you seeing them?  Is there an error code associated with it.  Also, I don't think the payment amount would impact sync since we don't send that information back to the banks.  

In regards to the loan amount being wrong,  I was wondering if this is an auto loan.  Auto loans use something called Daily Simple Interest and our current amortization calculations don't handle this today.  With that said, you can alter the payment amount by clicking the pencil icon next to the payment and we'll adjust your principal.
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JSH56

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Not an auto loan. But they are Daily Simple Interest personal loans.
All of them are, as a matter of fact.  So I assume the new loan feature will not work for me. Aren't these common loans?
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Shea Tomsin

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Loan:Mortgage calculation is off-by-one.  Use google docs; observe that ‘-PMT(0.0275/12, 180, 424297)’  != 2879.38 (what the quicken wizard states)
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Steve

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Are you saying the payment is off by one cent? If so, I have this issue too.

I have a 15 year, $382,500 loan, 2.875% interest rate.  If you use an exact payment formula (which you can find on the internet), you will calculate pmt = $2618.540668. My actual payment is $2618.54 so the fractional cent was appropriately rounded down. But Quicken Mac 2017 (4.5.4) says the pmt is $2618.55, so it rounded the fractional cent up. This is annoying.

I just put your numbers in the exact payment formula and get pmt = $2879.370912,
so Quicken rounded your payment up as well.

There are two ways to fix this:

1. Enter an Extra Principal payment of -$0.01 (yes, a negative payment of 1 cent). This is annoying and ugly too. Every monthly payment will include an extra -$0.01 principal payment. So I opted for the next fix.

2. Put in a lower Original Balance until Quicken gets the payment right. In my case, I put in $382,499.94.  With this, the Quicken payment was $2618.54. In this case, Quicken will make a $0.06 adjustment and a $0.06 payment at the beginning of the loan, but I can live with that.

I'm not sure why Quicken would round up such a small fraction of a cent.
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Jim

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As a computer scientist, I have some guesses of the root cause of the apparent error in the rounded result. I suspect they treat the financial values as floating point values. When floating point is used for simple dollars and cents values tiny fractional errors get introduced because some values cannot be represented in the underlying base-2 representation (i.e., 0s and 1s) that our computers use. It is analogous to our inability to write 1/3 in a certain number of digits in our base-10 world (0.33333 is not exact). Something as simple as 0.10 (10 cents) cannot be represented in a certain number of base-2 digits by a computer. Most of the time we don't see the problem because rounding to the nearest cent occurs only when a value gets displayed for us to see. But there are some oddities in today's rounding functions and even I get tripped up and have to refresh myself on the IEEE standard for how rounding works. 

Here is a link, from a Python programmer's perspective that gives some simple examples of the rounding problem (I think it uses the IEEE standard): 
http://stackoverflow.com/questions/34620633/how-does-rounding-in-python-work

FYI - rounding to the nearest cent was not a problem in the OLD days when most business computing occurred on IBM 360 or 370 mainframes that included circuitry for doing "decimal fixed point arithmetic", but our PCs, workstations, and servers today only do binary arithmetic (either binary integer or binary floating-point), but not decimal fixed-point.

Sorry that this does not satisfy anyone. The solution is that programmers have to be aware of the problem and how to avoid it from the beginning, when deciding what type of data they will use to model the system.
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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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Jim

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I thought it looked like a pen but didn't want to commit. It made little sense to me as a "flag for review" icon so I guessed maybe a baton or flag pole. Thanks for letting me know.
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David Argust

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The functionality in the prior release was that only the blue dot items showed in the not reviewed.  This allowed for easy review of all items that were downloaded.  It was especially useful prior to the blue dot appearing on accounts which contained not reviewed items.   Having the pencil items which are items you entered but have not yet matched in my mind makes the function less useful and is less clear.   What was not reviewed.  

In addition I find that the blue dot on the accounts is not 100% reliable.  I have some downloads that show up when I look at the "ALL TRANSACTION" view filter by "not reviewed" that do not have the blue dot on the account.   Also after I have viewed an account with a blue dot, even if I have not changed the transaction to reviewed, the blue dot on the account disappears when I switch to another view.  In the prior release I could still easily find these transaction in the "ALL TRANSACTION" view filters by "not reviewed".
If this is an "new enhancement" in the release, my preference is for the prior function.  If it was an "unintended consequence" of some other change, please flag it as a bug.

Thanks for your input.
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RickO, SuperUser

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There was a former bug that the orange pencil not reviewed items were missing from the filter. It was fixed in 4.4.x. Orange pencil not reviewed items are properly included in the filter since they are (after all) "not reviewed" and that what the filter is filtering for. 

If you want a filter for only blue dot items, then you should be requesting a "Downloaded but not matched" filter to be added.
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Jim

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If the blue dot appears on a given transaction in the ALL TRANSACTIONS view but not when viewed in the account containing that transaction (or vice versa), then that sounds like a bug to me.
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RickO, SuperUser

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Agree, but not the part of the question I was addressing.
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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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Not sure if you have been a past QM2007 user but something like this is relegated to reports where there is a feature to show split lines (specifically the Transactions Details report). Not sure of the new capabilities just recently introduced in QM2017 v4.5 but I know some are still missing. The closest IDEA request is this post:
https://getsatisfaction.com/quickencommunity/topics/expanding-split-transactions?topic-reply-list%5B...
as a subset of the IDEA for Expanding split transactions options.

But are you asking to be able to show splits lines AND sort the individual split lines in the register view? If so, I do not believe the register view is the proper place to do that. Instead, what would be needed to achieve that is relegated to reports and would be achieved with the following 2 IDEAs (currently available in QM2007):
This is part of the List of Requests for Report Related FeaturesClick on each underlined link, then follow the instructions to add your vote

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

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Actually I am asking for the splits to be replaced by the individual items if we check a box for that to occur so that if we sort by the category field they will each be in the proper sorted place. If you look at the exported register that is exactly what one gets (they handled that perfectly IMO). The only indication of a split is a separate column for split status with an "s" to indicate that-- otherwise they each have identical date, payee, and check#. I don't think this is requested as a feature to vote on and it is a bit cumbersome to write up. I would also be afraid if they fixed this but changed the way register exporting worked, so I have not written it up.

An alternative would be not to give users such a checkbox to unsplit all splits in the register view but rather do so automatically whenever the user sorts by category, and return to showing splits as one when sorted by date or other fields.
(Edited)
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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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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. 

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smayer97, SuperUser

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Straz

  • 60 Points
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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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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Craig in ER

  • 60 Points
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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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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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...