Quicken for Mac 2017 v4.5.4 Released

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  • Updated 4 months ago
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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 6 months 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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Quicken Marcus, Employee

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Yes, we turned reconcile off for loans because we felt most people reconciled their checking account where they make their mortgage payments and not the loan itself.   Do you reconcile your actual loan account?
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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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edhans

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Another vote. I also reconcile my loan accounts. I reconcile ALL of my accounts.
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edhans

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Another vote. I also reconcile my loan accounts. I reconcile ALL of my accounts.
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Rick

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I just updated to 4.5.6 and Quicken for mac 2017 won't load, under force quit it says not responding. Im still using El Capitan.
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Paul Hoynak

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I tried to update from the App Store version but I get an error creating a backup of my backup file "preupdate" because I don't have permission to access automatic updates.  I had to use Time Machine to revert back to the old version as this made the new version not useable... What is the fix for this? I did go in and make a fresh backup and tried again... same error.
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David May

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I am also having the exact same issue. If anyone has a fix let me know.
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David May

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I was able to use a work around. I setup the new version of quicken from scratch and once it finished I had it open my old file and it setup properly as far as I can tell so far. Still checking things out to make sure
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smayer97, SuperUser

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Apparently this is an obscure bug affecting a small number of users. You will need to contact support to try to resolve. 

See this note above by Quicken Marcus: 
https://getsatisfaction.com/quickencommunity/topics/quicken-mac-2017-v4-5-4-released?topic-reply-lis...

Maybe your work-around will work for others too.

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

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I've lost everything, I cannot open my data after the update from the App Store.
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Ken Enquist

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I just tried reinstalling. I was now able to open the program. I was NOT able to import my old files from Mac Quicken 2017. "There was an error creating a backip
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Ken Enquist

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Help, Lost everything!!!


 
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Paul Hoynak

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Restore the old version if you have a time machine backup. Happened to me and that allowed me to go back to the old version.
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Quicken Marcus, Employee

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We've confirmed that anyone that has created a custom backup folder in the Mac App Store Version of Quicken will run into this issue.  The way we've implemented the backup feature doesn't work when using the Mac App Store version when trying to save outside of the Container folder on your Mac.  This is blocked by MacOS because of something called sandboxing.  It helps make using the app more secure since it doesn't let apps write files to anywhere on your machine without first explicitly getting approval from you.  This limitation doesn't exist for downloaded or retail versions of apps.  This is a bug that we need to fix.  

If you've run into this issue, you will see an error message that looks like the following:

In the short term, the way to fix this is to go to quit Quicken first.  Then open Terminal and type the following:
defaults delete com.quicken.Quicken.2017 BackupDirectoryPath
This will revert your backup folder to the default location which does work.  Once you do this, you'll be able to open your file.  We'll make this easier in the next couple of days and will fix the core bug in a future update.

We are aware of another issue while opening files which can be fixed using a script that we've created.  See https://getsatisfaction.com/quickencommunity/topics/resolution-quicken-mac-2017-4-5-4-fails-to-launc... for this solution.  

Just to be clear, none of this is related to version 4.5.6 per se.  4.5.6 is NOT corrupting files.  The issue is that 4.5.6 needs to convert your current file to the new format which was changed because we added the new loan feature and when Quicken does this we make a backup copy of your file first, migrate your current database, and once we verify that it was done successfully, we delete the old database.  All of these issues are because Quicken can't complete that task for some reason.
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Quicken Marcus, Employee

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We've confirmed that anyone that has created a custom backup folder in the Mac App Store Version of Quicken will run into this issue.  The way we've implemented the backup feature doesn't work when using the Mac App Store version when trying to save outside of the Container folder on your Mac.  This is blocked by MacOS because of something called sandboxing.  It helps make using the app more secure since it doesn't let apps write files to anywhere on your machine without first explicitly getting approval from you.  This limitation doesn't exist for downloaded or retail versions of apps.  This is a bug that we need to fix.  

If you've run into this issue, you will see an error message that looks like the following:

In the short term, the way to fix this is to go to quit Quicken first.  Then open Terminal and type the following:
defaults delete com.quicken.Quicken.2017 BackupDirectoryPath
This will revert your backup folder to the default location which does work.  Once you do this, you'll be able to open your file.  We'll make this easier in the next couple of days and will fix the core bug in a future update.

We are aware of another issue while opening files which can be fixed using a script that we've created.  See https://getsatisfaction.com/quickencommunity/topics/resolution-quicken-mac-2017-4-5-4-fails-to-launc... for this solution.  

Just to be clear, none of this is related to version 4.5.6 per se.  4.5.6 is NOT corrupting files.  The issue is that 4.5.6 needs to convert your current file to the new format which was changed because we added the new loan feature and when Quicken does this we make a backup copy of your file first, migrate your current database, and once we verify that it was done successfully, we delete the old database.  All of these issues are because Quicken can't complete that task for some reason.
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Ken Enquist

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If this is true, why does the program offer me an options as to where to store the file?
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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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Robert Gutman

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When I write a check and it clears my bank, it is often entered into my Quicken data with the wrong payee.  I am told that Quicken for Windows allows the user to change the payee name.  But that option is not available in the MAC version.  It has been a long time since you made Quicken available, but your engineers need to  pay attention to details like this. I am told that the need for this "fix" was recognized almost 2 years ago.  It is very a very disruptive problem and deserves attention now
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smayer97, SuperUser

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You may want to add your VOTE to Have Local Rules for Renaming Payees.

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 Downloading Data into Quicken. 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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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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Quicken Marcus, Employee

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Great points.  We realize that one of the biggest holes in the product is the reporting capabilities.  We continue to work on it.  It would be great to see if others agree with you that this specific area is a top feature we should work on.  Possibly write it as a separate suggestion and let people vote it up.
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smayer97, SuperUser

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@Quicken Marcus
It would be great to see if others agree with you that this specific area is a top feature we should work on. 
Which one? @Jim Jones mentioned several features...many of which are already listed in the IDEAs section.
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Quicken Marcus, Employee

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Good point, it would be better to simply vote up the features he would like to see us implement  in the ideas section.
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smayer97, SuperUser

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To direct you on this, you can add your VOTE to:
(BTW, showing check # on a summary report does not make sense, unless you mean showing it on the detailed view of the so-called summary report.)

First
, click on each underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THAT feature and increase its visibility to the developers.

While you are at it, you may want to add your VOTE to related IDEAS found on the List of Requests for Report Related Features. 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.)
(Edited)
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Jim

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the voting mechanism is pretty cumbersome and only now am I finally figuring out some of its intricacies. In the past I clicked on the wrong link and missed all of the report-specific individual requests that were aggregated. The take away here is that for every vote anything gets, it is the tip of the iceberg of others who never found their way to the individual page in which they could vote.
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smayer97, SuperUser

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Thanks for the feedback. I know it is far from ideal...but imagine the fact that many people were missing the opportunity to vote at all because they did not even know they could. 

Unfortunately, the effort to organize this info has been grass-roots (mostly by me) and is not maintained by anyone at Quicken (other than some assistive support from the moderators; thx guys). At least Quicken has made it possible for an avenue to voice our desires; wish it was more hands on.

Anyway, if there is an easier way to make the process clearer, let me know and I can see how/if I can incorporate it or make the instructions clearer.
(Edited)
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smayer97, SuperUser

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@Quicken Marcus and others interested, I spent the better of the fall/winter of 2016/2017 categorizing all the IDEA posts on this forum for Quicken for Mac. Actually, I only achieved getting through about 70-75% of them, as it has been a huge effort to review and organize them (I do maintain a list of many of the remaining ones that still need to be categorized and documented). This is a work in progress and I have had to back off for a while due to other priorities.

Nevertheless, take a look at the Categorized List of IDEAS of Feature Requests and Enhancements to Vote On
 (and the EXPANDED List of Categorized IDEAS of Feature Requests and Enhancements to Vote On)

In it you will also find a way to search for all the IDEA posts for Quicken for Mac, albeit as an uncategorized list.

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

For those waiting to upgrade, this will help make the transition easier for you when you are ready to upgrade by seeking to have the features you are used to in QM2007 or QWin end up in the latest version.

Your VOTE matters!

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
(Edited)
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smayer97, SuperUser

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@Jim The take away here is that for every vote anything gets, it is the tip of the iceberg of others who never found their way to the individual page in which they could vote.
You are ABSOLUTELY correct...I am able to and have been tracking this for some time and I can confirm that there are well over 300 votes for the LIST of something but no follow-up votes for the individual IDEAs (even though there are instructions in bold indicating that voting for a list does not capture votes for the individual items).

So absolutely, there are many votes not being captured. I wish there was a way for me to communicate directly with each of these individuals to point this out but unfortunately this forum lacks call-outs or PMs to do that. 

@Quicken Marcus please take note.

P.S. Having the categorized lists and pointing them out to users of this forum has significantly increased user participation, feedback and capture of votes.
(Edited)
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RickO, SuperUser

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@smayer97... I agree that it is less than ideal and it's too bad there is not a system better suited to this. BUT... On behalf of the rest of us, I want to THANK YOU for putting in so much effort to organize all this. I am constantly referring it to it and citing the links and there's no way I could have kept track of it all without your HUGE effort on this. So once again, THANK YOU!!!
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smayer97, SuperUser

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YWC. I know Quicken developers are following some of this stuff. Now let's hope it carries some meaningful weight with them.
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mistertheplague

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Second RickO. Thanks smayer97
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jacobs, SuperUser

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It has been a massive project, indeed, and I appreciate the time you've poured into it. I just wish I could feel more encouraged that it's truly worth all the effort.

Finding the category of desired enhancement and digging down to specific feature requests and voting up each such request has clearly been too much for many casual visitors to this site. The number of votes for even the ideas with the highest vote totals is so small relative to the Quicken Mac user base -- perhaps around 0.1%? -- that I don't know how much the developers can (or do) use a few hundred votes, or just a few dozen in most cases, to drive their development plans. And the pace of development suggests it will take several more years to make a sizeable dent in the wishlist.

There's no reason not to keep fighting the good fight; I just wish there were more signs that this approach is really making a difference.
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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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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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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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Quicken Marcus, Employee

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John, I was able to test this and confirm I'm seeing the same thing you are.  I guess we must have changed something to trigger the Start from scratch dialog.  Not sure what but I'll write up a ticket and will chat with our dev team.  Not sure when or if we can fix it but wanted to let you know I see the same behavior.

If you did want to move forward with 4.5.x, I can give you some suggestions to make it less painful (although it's not as easy as before).  1) When you get to the New screen simply go to the File menu and select Open Recent and pick your previous file.  At the Intuit ID sign in, simply close it and then use Open Recent to open the file again.  it won't prompt you on the second time.  Thanks for reporting this issue.
(Edited)
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John Pane

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Thank you very much Marcus. 
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John Pane

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Marcus, I installed 4.5.6 today and the serious issues have been fixed. The only remaining anomaly is that when opening Quicken remotely the app does not automatically reopen the last used file. Instead, it presents the "Let's get started" dialog. As you pointed out, this can be dismissed and the file can be opened from the Open Recent... menu. After this, all is fine. Thank you.
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Concordman

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Just saw the update for 4.5.6.. However before updating I did what RickO counseled; compressed 4.5.4 in the applications folder..Just in case 
(Edited)
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jacobs, SuperUser

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@Concordman (and RickO): it really isn't necessary to create a compressed copy of the application before updating, because the Quicken updater moves the old application to your Trash -- so as long as you don't empty your Trash, you have a backup copy available already.

That said, I do like making a backup copy of my *data* file before version updates; in case the new version updates the database, this gives me a way to roll back should I need to.
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Concordman

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That is exactly what I wound doing, removed 4.5.4 out of the trash can, compressed it & placed it in the applications folder.
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RickO, SuperUser

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Yup. I like to compress it and stick in the Applications folder so it's "safe" in case I empty the trash. Only takes about 35MB, so not a big deal.
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Quicken Marcus, Employee

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John Pane, we're starting to release 4.5.7 that fixes the issue with auto-opening files from a file share.  When you upgrade, let me know if it doesn't work for your situation.  It should but let me know.  
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Ken Enquist

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Will this be available on the App Store? And will this fix my upgrade issue?
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John Pane

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Thank you Marcus. I will let you know.
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jacobs, SuperUser

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Marcus, could you clarify exactly what locations for a data file are or are not supported? A number of us here passed along to many users the commonly-held understanding that running Quicken with the data file on a machine other than the user's local machine is a no-no. This used to be an issue with Essentials, and we keep repeating the admonitions -- but obviously much has changed with both Quicken and macOS over the years, so it would be helpful to hear directly from you what is or isn't a problem. You describe a fix in 4.5.7 that should help John Pane, who has his file on an Apple file server. Is it also okay okay for a user to open a data file from another Mac on a local network (e.g. installed on iMac in the study, but also accessed from MacBook Pro in the den)? How about users who put their files in iCloud or Dropbox? I'd just like to make sure that I and others here aren't passing wrong information along to other users. Thanks.
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RickO, SuperUser

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@jacobs... I'm glad you asked that. Clarity would be really nice so we're giving consistent advise. 
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John Pane

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Marcus, indeed the problem has been fixed in version 4.5.8, which was offered to me today. Thank you very much for your support!
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John Pane

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@jacobs, I will say that my wife and I use caution to ensure that both of us don't open Quicken at the same time. The biggest issue is the risk of corruption from simultaneous access. If Quicken doesn't officially support this, that is probably the reason.
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Quicken Marcus, Employee

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jacobs, great question and thanks for all you and many of the other forum users do to help the community.  Quicken should be able to open a file from a file share and that should work.  What we don't support is simultaneous access to the same file.  As John Pane alludes to, that could cause problems.  For people who want to share the same dataset (not a file but accounts and transactions, etc) they'll be able to do this across the cloud eventually.  It kind of works today but it's not really supported (or isn't tested that much) but the idea is that you and your spouse could have 2 Macs and if your spouse changes a transaction, you'll get the update too after cloud sync.  The primary case we do our testing around is Mac to mobile and back but not Mac to Mac.
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jacobs, SuperUser

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Marcus, thanks for the reply. But we might be talking about two different things. You're talking about "cloud sync" and I'm not sure if you mean by that something akin to data moving between a local datafile and a cloud server like Quicken desktop and mobile work today?

What I was asking about -- that we have strongly steered people away from, based on old history -- is putting their data file on Dropbox or iCloud and accessing it from there. The reason, as I understand it from those who have been helping here longer than I have, is that there are -- or used to be -- issues with file permissions for the files within the data file package occasionally getting messed up and locking people out of their data when the data file package was stored on something like Dropbox. I'm guessing that was an OS issue more than a Quicken issue, and macOS has been updated many times since the early Essentials era, so what I was questioning is whether there is or is not a problem with people locating their Quicken data file on a cloud storage volume. This is a much bigger issue now that the macOS, since Sierra, by default moves Desktop and Documents folders -- frequent homes for users' Quicken data files -- to iCloud. In theory, it seems to me that if Apple is doing this by default, and Quicken is surely not the only thing in the Mac universe that stores apps or data in a package, then maybe it means whatever those old issues might have been are gone, and it's safe to do so. Have you tested Quicken with the data file stored on iCloud and/or Dropbox, and do you believe that is or is not kosher. Thanks!
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RickO, SuperUser

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Yup, a local file share and storing the file in Dropbox or iCloud are two different things. Looking forward to Marcus' clarification on this.
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Quicken Marcus, Employee

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Got it.  The honest answer is that I'm not sure.  For everyday use, Dropbox and other cloud sync services appear to work but all of the craziness with people not being able to open their file because of the 4.5.x upgrade was because some other application changed the file permissions on our file and therefore we couldn't migrate our database.  We assume it's something like Dropbox but quite honestly I don't know that for a fact.  When I did some quick testing I didn't see this occur but I didn't spend a lot of time on it.  I'll try to do some testing to let you know.  In any case, we have now worked around that particular issue but I know there have been reports of other file open issues that we may not have solutions for yet. It's probably prudent to avoid saving on cloud storage services until we have a definitive answer.
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jacobs, SuperUser

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Marcus, thanks. As I mentioned, this advice to not store a file on Dropbox because of file permission corruption inside the data file package dates to the Essentials days. But with today's Quicken and today's macOS, it might just be 'urban legend' rather than actually 'not supported'. If you don't know, and this hasn't been tested, it might be good to add this to your testing protocol for the next major release, so this question (which comes up here a fair amount because lots of folks use Dropbox and many more now have their Documents folder stored in iCloud) can be definitively answered going forward.
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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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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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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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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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Quicken Marcus, Employee

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It is a rounding error but not because we were sloppy about it.  We are very aware of the rounding issues.  We spent months trying to get the formula right trying different loans from different providers and came to the conclusion that there doesn't appear to be a standard way of rounding by the industry.  It's different for every loan provider so our calculation will be off by a cent. Sometimes it will be right on target. And you can't use loan calculators on the web and assume they are correct.  We've come across many that are just flat out broken. In the end, it doesn't really matter as long as interest is correct.  Sorry, I know this is a little annoying but I assure you we spent a bunch of time on this.  Quicken Windows works the same way.
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Craig in ER

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I have two loans set up in Quicken 2017.  One is spot on! It is amortized correctly to the penny.  The other (different loan company) is off by .02 each month.  I can handle that.  Interestingly, this loan is a zero interest loan.  Because most loan amounts divided by the number of payments in the loan result in an odd final payment amount in the last month I wonder if Quicken isn't able to calculate a monthly payment that is the same for all months except the last.  Just wondering.
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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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Jim

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I just tried it on my Mac with Q17 v4.5.4 on one of my Investing->Brokerage accounts which had some downloaded transactions that are still not reviewed. When I filter to show "not reviewed" I see all items with a blue dot (reviewed) and the diagonal bar(?) image (flagged for review) in the reviewed column, but all items that are blank in that column disappear. If I change the status for one of these to Reviewed it immediately disappears. So it works as one would expect. I also tried this on a non-brokerage account (Cash) and flagged some items for review and the filtered worked the same way.
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RickO, SuperUser

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Jim, the diagonal bar is actually supposed to be a pen, pencil or crayon (depending on your state of mind):

Status Icons QM 2016
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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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David Argust

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isn't the pencil on an item for something that was manually entered.  If I manually entered something why do I want to later review it.   What I want to review is something I haven't seen before which would be something that was downloaded.

Admittedly my opinion, but the prior function seems much more logical than the current function.   I guess it depends upon what your definition of reviewing means.
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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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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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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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and a related issue that I have seen reported before is that predictive typing of the sub-category does not seem to work when typing ":" as it automatically selects the first one. See here: https://getsatisfaction.com/quickencommunity/topics/typing-a-category-and-colon-not-working-with-pre...
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Craig in ER

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I can confirm also that this is happening.  Definitely defaults to the first category item in the list after you type the first ":" (colon) after typing the first few letters of the parent category.  The full name of the parent category is populated but as soon as you type the colon for the subcategory Quicken defaults to the first item on the Category list.
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Quicken Marcus, Employee

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I saw the category weirdness last night.  I was trying to add a new sub-category but couldn't.  I'll write up a ticket for this and we'll fix it asap.
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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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Quicken Marcus, Employee

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The functionality of changing the 1st line now only works the first time you're creating the splits.  Are you going back to that transaction later multiple times every time you spend the cash?  Yup, that makes perfect sense to me.  If you are doing this, then unfortunately the new behavior won't work for you.  There are 2 ways around this.  1) You can enter in all of the split items at the same time.  This continues to work as it used to but once you save, it fall back to adding a remainder. Or 2) You can add separate transaction for each item you spend on.  I think this is what most people do but I can understand the desire to see the hierarchy of where the cash came from and what it was spent on. 
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Straz

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Sounds like you understand the problem of what used to work, and what I'm trying to still do. Ideal solution would be to make the new behavior switchable in preferences, so I can still use that feature as I have for close to 20 years now.
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smayer97, SuperUser

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A preference option would be a good choice....

BTW, that feature to automatically update the 1st line has NOT been around for 20 years. I believe it was introduced in QM2015 only a couple of years ago. I use QM2007 and it does not exist there. It always adds an extra line for 1st time entry and follow-up edits.
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Straz

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You may be right. I'm new to Quicken for Mac in the past year. Prior to that, I used Quicken on Windows PCs (can't recall whether there was a DOS version that I used before Windows 3.1)
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jacobs, SuperUser

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@straz: instead of entering a $500 cash withdrawal and constantly modifying it as you spend the money, here's a better alternative that works well for me. Create a new Account in Quicken called Cash. (I actually have one for me and one for my wife.) When I withdraw money from the bank, I enter the withdrawal in my checking account as a Transfer to the cash account. Then, when you spend cash, you simply record your spending as new transactions in your cash account. You get more detail -- payee and date, as well as category -- for each expenditure, and a running balance of your remaining cash. Every now and then, I reconcile my Quicken cash account with what's in my wallet and make and adjustment to actual.
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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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Quicken Marcus, Employee

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HELOCs are not considered loans in Quicken.  They are considered credit cards.  For your mortgage, you can definitely convert that to a loan.  Loans are a new account type.  If your mortgage was set up as a liability account you should have seen the Convert to Loan screen.  If you didn't see that screen, you can always go to the account settings and select Convert to Loan button to make it a loan.
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Michael Erb

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I called tech support today and was instructed to change both the HELOC and Mortgage to Liabilities and only after I had done that was the option to Convert to Loan available for me to click on. 

So now I'm getting conflicting information from you as to what the HELOC should be categorized as compared to what Tech Support told me on the phone.
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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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Michael Erb

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i have an account that suddenly was several thousand dollars out of wack. Before I waste time trying to re-reconcile everything, what should I do? Just wait for Quicken to figure out what's going on or do you want to see my datafile?
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Richard Wagoner

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Look for weird entries as adjustments. Mine had them on a loan. I honestly have no clue if they were there when I converted from QM2007 or if they were added later, but removing the adjustments made everything fine.
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RickO, SuperUser

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@Michael Erb,

Look for placeholder transactions (light gray at the beginning of the register with "placeholder" in the memo). Probably labeled as "balance adjustment". Deleting these can bring the register back into balance.

Per Marcus' recent post, they are looking into this. But once you delete the placeholders, the balances appear to stay stable.

If this doesn't fix it for you, then you might be in the situation that Pamela is in, where previously entered transactions have their amounts changed. That's more difficult, and Marcus may want to get a copy of your file to help them track that one down.

So please report back if deleting placeholders fixes it, or it's something else.
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Moe

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I updated to 4.4.3 and one of my credit accounts is off by more than 40,000.  I don't see any place keepers or balance adjustments. I thought all was good so I have downloaded a lot of transaction so I am afraid to go back to 2016.  Not sure what to do.
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RickO, SuperUser

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That's such a big discrepancy I would think that you could find the source by searching through the register.
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Concordman

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Moe do you know how to find the Placeholders? They are found at the beginning of the register , in light gray. 
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Moe

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Did not find one, I did manually fix some unmatched transfer and found duplicates, so down to 31,569, but this discrepancy makes no sense.  My online balance for a credit card would never be a positive number.
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Moe

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when I try to update online balance, Quicken locked up and I had to force quit.
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Moe

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ok that was the secret. I went back in my register to the time when I started showing a POSITIVE credit card balance. It was near the beginning of the account (2014).  Quicken 2017 duplicated most, but not all, of my transfers to that account so I had 40,000 in duplicate payments. I went through and removed all the orphaned transfers and now I am balanced! I wish I had the last 2 hours of my life back!
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Quicken Marcus, Employee

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Moe, did this happen coming from an earlier release like 2007 or were you just upgrading from an older version of 2017 to 4.4.3.
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Quicken Marcus, Employee

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Moe, did this happen coming from an earlier release like 2007 or were you just upgrading from an older version of 2017 to 4.4.3?
(Edited)
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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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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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Quicken Marcus, Employee

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We have this ability. Please work with our support team to take you through the process.  It's a little complicated.  

Unfortunately, this is not something we can fix in Quicken because the error is coming from our account aggregator Intuit.  The bottom line is that the bank is closing the old account and opening a new one even if it doesn't look like this on the bank's website.  This occurs when upgrading cards from Gold to Platinum or when there is fraud on the card and they issue you a new card so Intuit's systems are reflecting this fact.  I guess in theory you should be able to add this new card as a new account and this might make it cleaner but I'm not sure this works in all cases especially if the account number remains the same.  Anyway, work with our support team and they should be able to help you.  I should also mention that Quicken support is free.  There's a lot of fraudsters that appear if you do a google search that want to charge you money.   These are NOT Quicken support people.  Please go to the Quicken website to find the support phone number. 
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Matthew Phelps

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Thanks for responding. Unfortunately, it was Quicken support that walked me through "b)" in my original post. If you know of a better way to handle it that doesn't cause me to lose memos/attachments and can tell me how to express that to support when I try to fix it, I would be grateful.
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Phil Gray

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Since I updated Quicken for Mac 2017 with the Version 4.5.6 (6/2017) update, it hangs and will not open my files.  I tried uninstalling and reinstalling my download, but the version I download is from my purchase last year, and says it won't open my file because it isn't updated to the proper version.  If I do the update, (Check For Updates), I'm back to the file not opening and the program not responding at all.  So it's a vicious circle.  I have the latest update to Mac Sierra installed, and didn't have any problems until I updated to Version 4.5.6 (6/2017).  Please help.
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jacobs, SuperUser

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@Phil: I suggest you contact Quicken Support for a problem like this; there is phone support and chat support available. It sounds like your file might be corrupted, but rather than me guessing, you're better off talking to Support.

A few quick questions while you wait...

Try moving your data file to a different folder (so it's not where Quicken thinks it should be), and then launch Quicken. Does it bring you to a getting started screen? Can you create a new file? (Use a dummy email address and don't connect any of your financial accounts -- just see if it allows you to create a new file.)

Do you have backups? Ones created automatically by Quicken, and/or from Time Machine or other backups of your computer? If so, first, make a COPY of any backup file before you try to use it, so you don't inadvertently corrupt more files. Try opening a backup from before you installed this update last week to see if it updates and opens okay.
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CFree

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Whatever happened to the export to CSV functionality? I'm trying to export a report that I custom created and need the values into Excel. This was there before in the 2016 version and earlier.
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RickO, SuperUser

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Exactly which version of Quicken are you using and exactly which report are you trying to export?
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CFree

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Version 4.5.8 (Build 45.17542.100)I just updated it last night.
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cneal

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If you open the trasnaction view of an account the menu command 'File->Export->Register Transaction to CSV File' is enabled. I've never worked with it, but could this be what you are looking for?
(Edited)
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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).