8/3/18: Quicken Mobile app update available

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The Quicken team has been working hard on the new Quicken Mobile app. The refreshed mobile app is built on a new technology which will help enable us to provide you a seamless experience as you go across platforms as well as deliver regular ongoing updates.  These updates will include enhancements, bugs fixes, performance improvements and new features.  

Our first app (5.0.44) went live last week and we received some great feedback from you.  Many of you commented this is the best app yet and it’s a big step in the right direction. Others of you submitted bugs and thoughts on the new design.  We appreciate all the feedback good and bad. It’s this feedback that will help us provide you an app you love. 

To get the latest update:

iOS users: Go to the app store from your phone, search for "Quicken" and install the Quicken App.

Android Users: Update the Quicken App when prompted, or download the update from the Play Store.

Note: Do not uninstall the current Quicken Mobile App on your phone; having the app already installed helps ensure you will get the update.

We have been working on addressing your feedback and will be doing our first update this week. Some of the highlights in this coming update are:

Performance 

Loading & changing of the categories was taking some customers more than 10 seconds. We have reduced this by over 70%, so it should faster now. 

Balances

In our first release, we defaulted the balances in the app to the online balance. That was clearly a mistake. The Today’s Balance will now be the default. You can switch to the other balance types in the accounts view.

Related, some of you had reported balance mismatches with the desktop. We have found the issue and will have a fix out very shortly. You will not be required to take an update for this fix.

Passcode & Touch ID

Passcode and Touch ID should now be sticky for all of you. NOTE: for some iOS users, when launching the app you might briefly see the passcode screen flash before the Touch ID appears. There will be a fix for this in the next update.

Other bug fixes

  1. Done on transaction notes now means done. 
  2. Row 1 of a split item now changes when you enter the amount for row 2 (as long as you didn’t change the amount in row 1).
In addition to the above issues, we are actively working on addressing the following issues:

Budgets 

If you are using Quicken 2017 or 2016 desktop versions, we are bringing back the budgets on mobile for you in the August release.

Bank/FI Connectivity bugs

We heard you loud and clear that many of you are experiencing issues related to connecting to your banks. We are in the process of finding and fixing the issues. If you are facing these issues, you can help us expedite the fix by providing any detail you can think of – the FI name, screen shots, if it's working on desktop but not on mobile, if it's only one account that is experiencing issues or if multiple are having issues, etc. Please email the details to mobilefeedback- mobilefeedback@quicken.com. While we are trying to, we might not respond to every email, but I can assure you we are reading every single one. We thank you for this in advance!

For now, we are primarily focused on addressing the issues customers are facing with the app. We will soon be turning our attention to implementing all the ideas you have suggested such as customizing dashboard and account cards, smart defaults for accounts, payees and categories, and modifying the fonts throughout to be more user friendly. We can’t wait to get out of bug squish mode and in to bringing you delighters!

If you find issues in this release, please post the issue as a new comment in this post, submit feedback from the product, or email us at mobilefeedback@quicken.com.  We'll be actively monitoring for your feedback.

- The Mobile Team
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Quicken Abhishek, Product Manager

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Posted 5 months ago

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Conner

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The Apple Ap Store only lists the old version of "Quicken 5.0.19" which I already have installed on my iPhone not the new release you noted above.
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QPW

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Note "staged release" isn't something special to Quicken Inc or Quicken Quicken Desktop.

 It is a very common practice.  Microsoft, Apple, and Google all release their software to customers in "stages".  As in they don't release to everyone at the same time.  They release to a certain amount of people at a time if for no other reason so that the servers don't get flooded with requests, and the download are slow for everyone.
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RickO, SuperUser

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Kind of a different situation with the iOS App Store since we're looking up listed app rather than requesting an update. This means Apple would have to be displaying the app according to AppleID. Doesn't sound right to me.

Conner... a long shot, but you could try force quitting the App Store app and see if it loads differently when restarted. If that doesn't work, I'd be curious to hear what Apple has to say if you give them a call or chat.
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jacobs, SuperUser

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For what it's worth, I do not currently have the mobile app on my phone, and when I look in the App Store, it shows me the one day-old version 5.0.47 as well.

Conner, when you look it up in the App Store, what happens when you click the Version History link? I see version 5.0.19 as 7 months old, and followed by 5.0.45 last week and 5.0.47 yesterday.
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John

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Thank You!  Although I have experienced problems in the latest update I thank you for making progress!

Thanks
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crazykz

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is the Investing part of the app supposed to work?  I have investments setup on the Windows app, but when I click on the investment section of the mobile app, it just tells me how to actiivate it.
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LBUCK

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Quicken Mobile app version 5.0.47 and USAA connectivity error

Connectivity Error with USAA accounts.  When I swipe to fix it, I am prompted to enter my USAA credentials.  I have tried repeatedly but get the following error each time. “Login Error - Try entering your login credentials again. If that does not work, try entering them on the website at USAA Federal Savings Bank to ensure they are correct.”

I can sign directly into USAA no problem.  My desktop version of Quicken (Mac) connects to my USAA accounts just fine.  I have tried turning mobile sync on and off and removing then adding the accounts back to the mobile sync (Quicken - Preferences - Mobile & Alerts - Accounts).  I have also tried resetting the cloud account (Quicken - Preferences - Connected Services - Reset). This appears to be a bug in just the Quicken mobile app.

What is the fix?


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JayBugs

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Per USAA: Use Direct Connect method, enter your USAA number when prompted for a User ID, User Name, Online ID, Customer ID or something similar. Then, enter your four-digit USAA PIN when prompted for a password.

That is talking about on the desktop, but I assume it applies to the mobile app as well so for username enter your USAA number and for password enter your USAA PIN. These are NOT what you use to log in to usaa.com.
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LBUCK

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That is what I tried. This appears to be a new problem with this version of Quicken mobile only. The mobile app does not let you choose your connection method. I have tried every combination of USAA member number and user name with PIN and password. As I stated, I can connect with the desktop version without any problems. This is a bug with this version of Quicken mobile.
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Gus

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I am have the same issue
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smayer97 (QM2007, CDN user since '92), SuperUser

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@Quicken Abhishek I am not sure how aware you are about this but there is a list of IDEA threads posted on GetSat specifically for feature requests for Quicken Mobile. The instructions on how to pull it up can be found here:  List of Requests for Quicken Mobile Features. If you have not already done so, you may want to have a look.

Note: there are some "ideas" that have been posted as Questions or Problems so are not properly tracked, but this list is a starting point.
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Quicken Abhishek, Product Manager

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@smyer97 Yes, I'm aware of this thread. We are using this as one of our thing to prioritise. Thanks,Abhishek
(Edited)
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smayer97 (QM2007, CDN user since '92), SuperUser

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Nice to see...  :-)
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LBUCK

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I have looked at all previous posts with related issues. This is a new issue with this version of the mobile app. I have looked here and with USAA for possible solutions. I posted this new topic because this is a new problem.
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Concordman

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Received the update request for 5.0.47 on the iPAD. while doing the download it did not request any security info which is normal on most app updates. issues are plentiful, data not syncing correctly, multiple duplications on CITI CCRDS.Some of the duplication is caused by different categories being assigned to a transaction. No option to delete the duplicate transactions on the mobile app for these accounts. Checked a manual account on the app..data is accurate  & the transaction screen offers an option to delete a transaction if desired. Data on some of the screens is clipped, that is the bottom of the lettering is not available.

Using V5.0.19 on the iPhone, data also not accurate but different than what is shown on the iPAD.
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Concordman

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Thinking about this for a few minutes over a cup of Java decided to turn off the sync on the desktop, close the program & reopen..Activated the sync and did the up date again. data on both iPad & iPhone now correct!..Don't quite understand why that was necessary but no need to fight City hall.

So the issue which remains is the data shown as clipped on the iPad using 5.0.47. titles ie cash & credits, today's balance & the $$ are clipped
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DJKM

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Used this, with many extra steps to FINALLY get the Today & Projected balances correct on the iOS app. I had already tried turning it on and off, deleted the data, deleted the app, etc. But thinking about what you said about closing the program got me to thinking, too (also over a cup of Java by the way). By adding that step in the middle of everything else I tried, the balances are finally all correct on the iOS app. THANKS!
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whistlingwood

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Just got the update for my Android and found that the single most useful feature of the old app (for me) is gone! I can't find any way to access the list of uncategorized transactions. My wife and I used that list every day. Transactions I didn't know about I would enter and leave uncategorized, then she could clarify them using her Iphone at her leisure. Is the list hiding somewhere, or is it possible to downgrade?
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Jim Hines

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Absolutely!!! I forgot about this in my other "problems" thread. This was an awesome feature!!! I really don't understand how Quicken thinks they improved with this version. So many issues!!!
This reply was created from a merged topic originally titled Quicken cloud sync on new app - Balances are way off.

With the new app, there are 3 balance types. None of those balances match the quicken desktop amounts. Upon each attempted sync, the balances become more and more incorrect. The transfers seem to be doubling and tripling within the app only. Attempted to fix with new file, reset cloud data, reinstall app, reinstall quicken, contacted quicken chat (no help), and reconcile/re-sync. Nothing is working to fix the balance discrepancy that started with the release of this new app.
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DJKM

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Did you ever get this corrected? If so, please share what you did. If not, this worked for me. Not sure if it was the combination of things I did, if all of these steps are actually necessary, if it will even work again, OR I was just lucky.

If you try it, I would love to know if it works or not. Here is what I did:

I deleted the iOS app first, 
Reset the data on the Cloud on the desktop app (Mac), 
Turned off mobile Syncing (on the desktop), 
Reset the data on the Cloud again, (I know this one probably was not necessary, but I figured why not),
THEN quit/closed and restarted/opened the (desktop) program, 
Turned mobile Syncing back on, 
Synced the data again (went through the "Accounts" and unchecked the accounts I did not want to sync and hit the Update button)
Reinstalled the app on my phone and logged in 

EVERYTHING appears to be correct on the app now (including the Today & Projected Balances) each time I open the app (at least so far).
(Thanks to Concordman for the idea about closing the desktop program after turning off the mobile Syncing).
(Edited)
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Concordman

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Ran into similar issues this AM as a result of the new mobile app, re syncing, etc. Most of the issues occurred with Citi Card accounts  for some reason duplicate non reconciled transactions were downloaded. I was able to locate them quickly as a result of reconciling the accounts..Did not make sense that all of a sudden May transactions show up. deleted duplicates..
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jimmy

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This reply was created from a merged topic originally titled Q18, Balances change when I setup sync for mobile.

I’ve spoken with numerous support persons with no resolution yet. Quicken 2018 - I noticed after the latest Mobile App update that the balances didn’t match my accounts (at bank or desktop, desktop matches). As I attempted the various solutions recommended, I discovered the problem was bigger. When I logged out of the ID at my desktop then attempted to reestablish the sync, each time that I do my balances are changed (it is duplicating transactions in various accounts). So I logged back out, restore my backup and stopped the madness after several tries in this binary loop (of attempt and restore). Do not understand why this link/sync would modify my account activity on my desktop.
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Quicken Tyka, Official Rep

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Hey Jimmy,

I have moved your post to this article so you can follow the progress on the incorrect balances in the mobile app.

We are aware and are working on a fix that will be available soon.

Thank you for your patience and taking the time to come to the community and voicing your concern and giving us feedback.

-Quicken Tyka
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Billy Rose

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The mobile app is also continually requesting user names and passwords for various accounts when syncing , even after they have been entered numerous times before.
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Quicken Abhishek, Product Manager

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Hi there,

We are working on fixing this. We should be resolving this soon.

Thanks
Abhishek
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Pacifica Bob

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FYI If the "incorrect" login credentials are pushed to the financial institution a sufficient number of times (without a correct login occurring), then the financial institution will lock you our of your account. Then you will need to phone up the financial institution and convince them that you are who you say you are, and get them to reset the password.
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Scott

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Quicken Abhishek, Nice to see this kind of direct engagement from Quicken Product Mgt.

Scott
2018 QW HBR r10.11
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Chuck Andrews

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It appears that the mobile app has been rolled back to the previous version on the Google Play store. New download of the app results in the old version. 
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Tom

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On my iPhone yesterday I saw an update for Quicken Mobile, update went fine. Changed one Credit Union account from Direct Connect to Quicken Connect and no errors. Wife did not get an update, contacted Quicken chat and was told to delete her Quicken Mobile app and redownload, and now she has the new version. Although both Checking account balances (Mine and Hers) seem to be the only account balances that don't match the desktop. But I see that is being addressed. Nice to see an update on the Mobile app.
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JayBugs

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Tom, to what app version did you and your wife update? It is newer than 5.0.47?
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Tom

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5.0.47 (38.11059.4012)
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Roger M

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I just had the 5.0.49 update of the app pushed to my phone. All my balances are correct. However, the problem of duplicate transactions in the app only occurred after downloading transactions via OSU from the desktop. So, we'll see how it goes. I'll report back.
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Roger M

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I just did a OSU, with several credit card transaction downloaded, and there are no duplicate transactions in the mobile app, release 5.0.49. I'm keeping my fingers crossed :-)
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Tom

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I received the 5.0.49 update this morning. Checking account balances (2 of them) are both off. Mine is still low at 104.00 should be 3,000, wifes says 16,000 should be also around 3500. Funny if you watch the mobile screen, it will flash the correct value for a split second and then go back to that wrong value. Only happens on the two CHECKING or SHAREDRAFT accounts at my CU. Also as a side note, when swiping left and right and displaying the ONLINE, CURRENT, PROJECTED, some of those values say 0 when there should be a value. So no fix on balances for me, yet.
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Roger M

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Try ressetting the cloud, and resynching from the desktop.
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harty83

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For me, after the latest update, I had to reset the cloud data and resync for everything to finally be correct. 
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Homer

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I'm finding the mobile app alarmingly buggy.

It's reporting my savings as $10,000 OVERDRAWN - in fact the Bank reports that it's about $4000.

The app seems to be deducting money I put into SAVINGS GOALS from the Account Balance , but not crediting money I withdraw from savings goals. It's also VERY buggy in recording transfers from one account to another (such as paying a credit card - but maybe I'm the only person in the world who does this?!?!?!)

EPIC FAIL!!!!! I'm ready to delete the app entirely.
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Quicken Abhishek, Product Manager

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@Homer Are you still facing this issue? Is your account balance still off ?We had made a backend fix sometime back.

Thanks,
Abhishek
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Tom

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I finally got home from a trip, and so I wanted to reset the cloud data and resync.  I went to help screen to find out how to reset Cloud data on Quicken 2017 and it said to go to Preferences, then Mobile and Alerts, then go to the Advanced Tab and hit Reset Connected services. I don't have an Advanced Tab. Called online support and he said ADVANCED TAB is on windows version that I should , just go to Mobile and Alerts and got to ACCOUNTS and hit UPDATE. That did no good.Wifes checking still -$16,000 and mine -$149. So I search GOOGLE, and came up with many links. But the one that say go to preferences and CONNECTED SERVICES and see a tiny hyperlink in the middle of the page that says "reset". It's red. Doing that now. Did the reset, then Synched, but now the Quicken App is still refreshing and it has been 20 minutes and I could see correct values (as before) for a few seconds, but now the -$16,000 is back and it is still refreshing. Calling support again. Said to delete Quicken Mobile app, did that, and downloaded, and it refreshed in 30 seconds, and Balances appear to be OK, now. Thanks to all.....hang in there Homer ...(above), you will get it
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Nathan B

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I'm on Android and Quicken 2018 membership.   Still have not been able to get the update to the new version on my or the wifes phone.  Still no budget (have the lasting disabled notice).  Is there anything I can do?  Is it possible I just have not hit the "wave" for the update?  I show latest update to be Dec 2017.
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JayBugs

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As a data point, budgets DO appear and sync when using Quicken Premier 2017 US with iOS Quicken Mobile 5.1 as long as you select the budget to sync from within the desktop application as required.

However, the budget does NOT show the correct remaining budgeted amounts, items are NOT in the correct order, and subcategories show at too high a level for some subcategories, but it does show the useless budget. If you can’t get to that stage something else is wrong in your case.
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Aaron L

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My Quicken 2017 updated to R17.4 yesterday. After doing that, I reset my Cloud data, uninstalled the iOS app and reinstalled it. Budgets are now back!!! However, one of my bank accounts still has the incorrect balance.
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JayBugs

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My Quicken 2017 updated to R17.4 today. After doing that, I reset my Cloud data, uninstalled the iOS app and reinstalled it. HOWEVER, BUDGETS ARE STILL TOTALLY WRONG. (They were already downloading for me to the iOS app, but the budget values are totally wrong and don't match anything in the budget still. Actual spending figures are correct.)

As of now the budget does NOT show the correct remaining budgeted amounts, items are NOT in the correct order, and subcategories show at too high a level for some subcategories. STILL NOT WORKING. ANY UPDATE OR ACKNOWLEDGEMENT OF THE ISSUES?
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JayBugs

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UPDATE: I’ve upgraded to iOS version 5.2.0 (with Windows Quicken 2017 R17.4) and, as in the release notes, budget items DO now show in alphabetical order, but with CONTINUING ISSUES as to what is shown under Personal Expenses level vs. what is shown under sub-categories. (As well as the “of $” being totally wrong still.)

Example:

When I tap on Personal Expenses, I’m shown categories (in part) of:

Auto : Car Sharing

Auto : Fuel

Auto : Reg, park, AAA

Auto : Service

Bank Charge

Cat & Dog     >

Charity

Commute


Note that the sub-categories of the Auto category are showing directly in the Personal Expenses list, where as the category Cat & Dog has a greater than sign after it to the right which when tapped shows two sub-categories of Food & Litter and Vet. In this budget in the desktop Quicken these both appear as categories (Auto and Cat & Dog) with indented sub-categories under them. There is no difference that I can see between them in the desktop Quicken, yet in the mobile Quicken they are handled in this totally differing way. Why? Bug or feature?


In addition, the budget balance amounts left (the second number “$12 of $345”) are all TOTALLY wrong. And I mean way off by hundreds or thousands of dollars for a single category. The actual spending (the first number of $12 of $345) is correct.

ARE OTHERS SEEING INCORRECT REMAINING BALANCES IN BUDGETS?

(Edited)
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KB

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Agree. In fact I don't even look at that anymore as the numbers don't resemble anything
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jimmy

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I have downloaded 2018 Quicken for Windows Home, Business & Rental R11.18 Build 27.1.11.18.  This morning I went to the Mobile and Alerts tab (on my desktop) and performed the steps for it to sync.  When I did this prior to this update (a week or two ago) it changed my account significantly, this time it only changed my total (Net Worth) by about $300 (i didn't look to see which account(s) were effected I just restored my backup to get back to where I started).  Even a small change isn't good.  Hopefully this will be resolved soon.

Thank you
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Carl Riley

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This reply was created from a merged topic originally titled Account error.

I get an error & it says "click here to fix". When I click on the link, it shows my accounts, but doesn't show WHICH account needs fixing. Using Quicken Deluxe for Android, latest (I'm assuming) version.
UPDATE: Now, it constantly updates all my accounts and transactions. Sometimes I'll get an "all good", sometimes 1 & sometimes 2 errors.
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Richard Deutsch

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This reply was created from a merged topic originally titled Cloud sync slow.

Since the latest update, Cloud sync takes a very long time.
Anyone having the same experience?

This conversation is no longer open for comments or replies.