Updates from the Quicken Mac Product Team

Quicken Kathryn · December 2015

What are the latest updates on the Quicken Mac products?

Quicken Kathryn · December 2015

Hello All,

First, thank you for your help and patience in identifying your top product requests and issues – we’re continually working to make Quicken Mac better and better. To keep you all updated, the Mac product team will be posting regular updates on what they’re working on and fixing in the 2015 and 2016 products. If you’re interested in being notified when these updates are added to the community, just go to this page and click "follow" on the upper right.

Here’s what the team is working on—they’ve got some releases set to go out before the end of December:

Quicken Mac 2015:

Transactions scheduled for last few days of each month are skipped in February
Quicken Windows conversion issue with MiscExpX transactions
Auto-matching to the wrong transaction when the bank doesn’t send the check number to the correct field in Quicken
Incorrect messaging when trying to add accounts that are already in the Quicken file
Sync errors if there is a budget goal for Transfer categories
Price histories and prices are not updating automatically after account creation

Quicken Mac 2016:

All of the above Quicken 2015 updates

Fixing a crash that occurs when editing an American Express account
Registration process prompts for Keychain access numerous times, causing issues completing Quicken registration
Update selected account’ for Quicken Connect accounts only displays sync progress, but not total number of transactions that have actually been downloaded
After adding a new credit card account with Chase or American Express, the new account nickname added by the user is not saved

Quicken Kathryn · December 2015

The Quicken Mac product team is hard at work on upcoming patch releases to fix issues reported by 2015 and 2016 users. Future patch releases will include:

Enhancements and fixes to the Bill Pay feature in 2016 (check numbers missing, duplicate transactions with transfers, autofill not working properly).
Improvements to the file conversion process
Improvement of messaging and help for easier issue resolution
Mobile sync/alerts issues
Printing issues with El Capitan

The team will post more details on these fixes with release notes when the patches are pushed live—

Quicken Kathryn · December 2015

The Quicken for Mac team has released Quicken 2015 version 2.8.2. This version of the program includes several changes and enhancements for our users:

Fixed 409 error when switching Wells Fargo account from Quicken Connect to Direct Connect.
Fixed Quicken Windows conversion issue for MiscExpX transactions.
Fixed user category rules for Quicken Connect accounts.
Fixed Customize Report filters to remember reopening dialog.
Fixed issue regarding future-dated transactions being incorrectly incorporated into the portfolio view and market value.
Fixed issue related to Opening Balance adjustment in Registers.
Fixed issue related to user defined account name.
Fixed issues related to Net-Worth-Over-Time and Spending-Over-Time Reports where final month not being captured in date range.
Fixed issue related to users not being able to connect their accounts using Quicken Connect.
Fixed refresh job fails issue for Wells Fargo accounts.
Fixed El Capitan printing issue.
Fixed issue related to sync errors not allowing transactions to be downloaded.
Added FI ID column to Register.
Implemented 3 stages of transaction sync to allow both desktop and mobile to reflect the latest changes.
Removed Net Worth in header for Spending and Income tabs to avoid confusion.
Removed “Alerts” at the sidebar when mobile sync is off.
Added Quicken Customer Service Number.

We hope you’ll find that this version release of Quicken for Mac 2015 improves your overall product experience!

Quicken Kathryn · December 2015

The Quicken for Mac team has released Quicken 2016 version 3.0.3. This version of the program includes several changes and enhancements for our users:

Quicken 2016 for Mac – Release 3.0.3

Fixes that improve your Quicken Mac experience:

Fixed application crash issue related to attempting to update all accounts after updating one direct connect account.
Fixed "2005_Description/2005_Suggestion" error when sending online payment.
Fixed duplicated bill pay transactions when open Quicken Mac 2015 file in Quicken Mac 2016.
Fixed issue related to opening balance adjustment for zero dollar balance account.
Fixed issue related to Get OFX error 400 when use payees containing special characters.
Fixed issue related to Send Payments dialog displays editable dates but not allow dates to be changed.
Fixed issue related to invalid entered date of transactions.
Fixed 409 error when switching Wells Fargo account from Quicken Connect to Direct Connect.
Fixed Quicken Windows conversion issue for MiscExpX transactions.
Fixed user category rules for Quicken Connect accounts.
Fixed Customize Report filters to remember reopening dialog.
Fixed issue regarding future-dated transactions being incorrectly incorporated into the portfolio view and market value.
Fixed issue related to Opening Balance adjustment in Registers.
Fixed issue related to user defined account name.
Fixed issues related to Net-Worth-Over-Time and Spending-Over-Time Reports where final month not being captured in date range.
Fixed issue related to users not being able to connect their accounts using Quicken Connect.
Fixed refresh job fails issue for Wells Fargo accounts.
Fixed El Capitan printing issue.
Fixed issue related to sync errors not allowing transactions to be downloaded.
Support using “Transfer” in check number field to indicate a transfer transaction.
Added Quicken Customer Service Number.
Added “Close All” in Notification to close all alerts.
Added FI ID column to Register.
Implemented 3 stages of transaction sync to allow both desktop and mobile to reflect the latest changes.
Removed Net Worth in header for Spending and Income tabs to avoid confusion.
Removed “Alerts” at the sidebar when mobile sync is off.

Quicken Kathryn · January 2016

The Quicken Mac team has released version 3.0.4 for Quicken for Mac 2016. This release fixes some crashes and errors, and improves some of the overall product experiences that users have requested.

Release Notes:

Version 3.0.4

Added a feature that allows users to revert Payee Names “cleaned up” by Quicken to the original Payee Names provided by their financial institution. To use this feature:

Select one or more transactions in the register.
Control + Click on the selected transaction(s) and choose "Revert to Downloaded Payee Name” from the menu.

Fixed an issue that prevented Quicken from importing certain Quicken for Mac 2007 files. Quicken could crash and/or display a message that said “An error occurred while preparing the file to be imported”. Users that experienced this error should now be able to import their Quicken for Mac 2007 file.

Fixed an issue where Quicken could crash after editing a transaction in the register.

Fixed issues where downloading or syncing could show errors 500, 502, 503, or 504.

Quicken Kathryn · February 2016

The Quicken Mac team is happy to announce our biggest Quicken 2016 update yet: version 3.1.0!

In this release:

New Features

Now you can export Category Summary and Tax Schedule reports to a CSV file (compatible with Excel, Numbers and other spreadsheets). We've received a lot of requests for this one. Enjoy!

Bonus TIP: You can always export transactions from your Quicken registers to CSV files. This especially powerful when combined with the Search and Filtering capability already in the registers. For example, you could filter by a date range, limit your search to just Payee names and, boom, you have an instant Payee report. You'll find the export option in the File menu: File > Export Selected Transactions to Excel File (CSV)

Mac-only Quicken Windows file conversion and import! Now, finally, you can convert your Quicken Windows files (.QDF files) to Quicken Mac 2016 without Windows! The Windows to Mac conversion and file import now happens seamlessly on your Mac. No need to have access to a Windows computer or create a transfer (.QXF) file. All you need is your Quicken Windows (.QDF) file.

Note that this Mac Only import process is not currently available to customers who purchased Quicken for Mac 2016 in the Mac App Store. Apologies to our App Store customers. We are currently investigating whether we can bring the new file conversion process to the App Store version. In the meantime, App Store customers can continue to use the existing File Conversion Utility.

Improvements to Direct Connect Bill Pay

Direct Connect Bill Pay Customers can now receive messages and service alerts from their bank right in Quicken. If your bank sends you a message you'll be notified on the Account Status window after you update your accounts. You can also check for mail at any time by selecting Window > Bank Messages. (Note that this menu item will be available and active only if you use Direct Connect Bill Pay and have messages to read.)
Improved error reporting on the Account Status window. If you run into problems, the Bill Pay error message now links directly to the appropriate Help topic.
You can now setup a Scheduled Transaction to be a Bill Pay transaction (without getting that weird "%@ Is Not Enabled” error). Note: This is still a Scheduled Transaction (a reminder in Quicken). You still must Enter and the Send the transaction when your bill becomes becomes due. Creating the Scheduled Transaction alone does not send any Bill Pay instructions to your Bank.
Fixed an issue where a transaction could be shown as “Sent” but also in an Error state. (That's confusing! Thanks to Jim from Quicken Live Community for pointing this out).
Fixed text on the Online Payments tab in the register that said "Processing" for transactions that were actually "Paid."
Online Bill Payment check numbers now display in the Check Number field (Thanks Beta tester, macuser_22). Note that not all banks return a check number.
Quicken 2007 files that previously had Bill Pay transactions in an error state can now be imported (thanks to Beta tester, deanesfield).
Online Transfers are now included on the Send Payments window.

Download Quality Fixes

Fixed a number of issues that could result in duplicate transactions when switching connection methods (Thanks to J. Eiechorn, M. Vitulli, T. Swingle, muddiwater and many others). For example:

Switching from a Quicken Connect to Direct Connect.
Switching from Direct Connect to Quicken Connect.
Importing a QFX file and then connecting via Quicken Connect.
"Clean up payees" preference is now respected for Quicken Connect accounts (Thanks to beta tester, kbw4).
Fixed an issue where transaction download could time out before completing.
Fixed an issue where some customers saw a “generic error” when attempting to download.
Fixed an issue where some customers received “Error 185” even after entering correct credentials to an MFA challenge.
Fixed an issue where customers of Direct Connect banks that require a PIN change on first use were being prompted to change their PIN more than once.

Crash Fixes

Fixed 13 different crashes that could occur in multiple contexts, including:

Importing a .QIF file
Updating quotes
Sending a Bill Pay Transaction
Using the cash or investing register
Dragging a transaction to a different account

Thanks to EVERYONE that sends a Crash Report after experiencing a crash! When you launch Quicken after a crash you will be prompted to send a crash report. These reports are anonymous (entering your email in the report form is completely optional) and are the primary way we discover and fix crashes. If you see the form, please click send. Thanks!

And More Fixes!

Reconcile Starting and Ending Balance no longer defaults to a negative number.

Note that you should always enter whole numbers (no negative signs) even in Credit Card accounts. If a negative number is used, you'll be unable to reconcile properly. Big thanks to all of you that brought this to our attention!

Scheduled Transactions should now match to downloaded transactions!
Transactions entered in manual accounts will no longer display the "Manual transaction" pencil icon (since all transactions are entered manually).
Fixed an issue where Reinvest Dividend transaction totals were inflated in the exported TurboTax (.TXF) file (thanks to gNeil and JM in Quicken Live Community).
Fixed an issue where account values could mysteriously disappear in the sidebar (thanks beta tester, ctquinn).
Fixed an issue where Today's Gain/Loss amount on All Investments Portfolio view was inaccurate because it did not include all accounts. (Thanks to beta tester, cowgs)
Fixed an issue where past due Scheduled Transactions did not always display in the Calendar.
Fixed an issue where the import option for Quicken Essentials and Quicken 2015 files was not working properly.
Fixed an issue where Opening a Quicken Essentials or Quicken 2015 backup didn't always perform the correct setup steps.
Fixed an issue where importing a Quicken 2007 account could result in transactions going to wrong register.
Fixed an issue where shares for Option transactions could be incorrectly calculated.
Fixed an issue where importing an Investment QFX file could result in only placeholder transactions being imported.
Fixed an issue with the display of Investing quotes "Last Updated" time on the Portfolio view.
Fixed an issue where Day Change on the Portfolio view showed in the wrong color if the account had a negative balance.
Fixed an issue where Day Change and Today's Gain/Loss amounts on the Portfolio view were not getting updated if two securities had the same ticker.

We hope this release improves your Quicken for Mac experience. We're already hard at work on 3.2.0. Stay tuned!

The Quicken Mac Team

Quicken Marcus · March 2016

Quicken Mac 2016 v3.4 Released

If you run into issues with the v3.4 release please report them here: http://intuit.me/1U8ZA2O

We continue to refine the 12-Month Budget feature.

NEW: Stacked Layout View. A number of customers mentioned they wanted an option to see more months on the screen at one time. The new stacked layout view achieves this by placing Actual values above the Budget number allowing column widths to be narrowed. This does mean each category is taller so you may need to scroll up and down more. Set the budget layout by clicking on the Gear icon and changing the preference.
NEW: Export and Copy Budget. There is a new Export button in the budget view. Clicking this button will display a menu to export either the summary or full budget to a CSV file or to simply copy it to the clipboard to paste into Excel or another product. Use this feature to print the budget or to do further analysis.
NEW: Summary Budget Detail Pop-Up. A pop-up appears when clicking on budget items in Budget view but didn't work in the Summary area. In 3.4 we've added the same pop-up to the summary area so you can get details on the category totals.
NEW: The summary area now has a light gray background to distinguish it from the rest of the budget.

Made a number of small customer-requested changes in other parts of Quicken.

NEW: "Tiny" Register Row option. This allows you to see more lines in your register.
NEW: Changed the way we display share amounts in the Portfolio view. Previously, we displayed all shares with 2 decimal places. Now we're a little smarter about this. Whole numbers appear as whole numbers and if there are decimal values we will max out at 3 decimal places instead of 2.

We also made a number of bug fixes.

BUG FIX: Fixed a calculation error in % Day Change values in portfolio view.
BUG FIX: Fixed an issue in the calendar view running balance where today or overdue bill reminders were not being included in the balance calculation.
BUG FIX: Fixed an issue where the Portfolio Time Machine calendar drop down would appear off screen in full screen view.
BUG FIX: Fixed a full-screen budget view issue where the screen would go black after cancelling or saving on the Select Categories screen.
CRASH: Fixed a crash that could occur if logging into Intuit ID and going to preferences before sign in completed.
CRASH: Fixed a crash that could occur when undoing a check number change.
SOLUTION: Figured out an issue reported on Quicken Live community where reports were appearing on app launch causing Quicken to hang. This would occur when some Payee names were blank which should never happen. Go to Quicken Live Community and search for "opens extra windows" to read more and to get a tool to fix the issue. (Thanks to Beaune and pauldv172 for posting the question and helping to figure out the issue.)

Quicken Marcus · March 2016

Quicken Mac 2016 v3.2 Released
If you run into any issues in 3.2 please report them at the release forum post: http://intuit.me/1S52KGK.

3.2 is primarily a bug fix release.

Investment Fixes
There were 2 really bad bugs in investments that are now fixed in 3.2

Change: In the past 6 months bond face values started appearing incorrectly in the portfolio view for some customers. The reason for this is that some financial institutions changed the way they sent bond information to Quicken resulting in incorrect bond face values. Because of this we've changed the way Quicken calculates bond values which should result in the correct bond value being shown for the vast majority of bonds. However, this change does mean that a small number of bonds such as savings bonds will no longer work correctly. Unfortunately we can't support both. This brings Quicken Mac's bond calculations in line with Quicken Windows. (Thanks to all the Quicken Live Community users that pointed out this issue including mvitulli, and ocashery7.)
Bug Fix: Fixed an issue that was introduced in 3.1 where cash balances wouldn't appear in the portfolio view chart if there were no other transactions. (Thanks to sterthai and genestaggs for reporting this issue in the forums.)
Bug Fix: Fixed an issue where links in the Portfolio view to security detail pages were displayed incorrectly. (Thanks to J. Pilger for bringing this to our attention)/

Quicken Windows Converter Fixes

We continue to focus on the new in app Windows converter making fixes and improving the quality of the file conversion.

Bug Fix: Fixed Quicken Windows file conversion where transfers were duplicated and in some cases lost because of data issues in the original Windows file. (Thanks to our beta customer osmoc88 for helping us track down the issue.)
Bug Fix: Fixed an issue where canceling a file password prompt during Quicken Windows file conversion could cause Quicken to hang.
Bug Fix: Fixed any issue where Windows File Import could fail with very old Quicken Windows files.
Bug Fix: Fixed an issue where previously reconciled transfer transactions that were imported from a Quicken Windows file could be incorrectly set to "uncleared" during import. (A big thanks to Mr. Zachman who shared his files and worked with us to track down the issue.)

Direct Connect Bill Pay Fixes

Enhancement: Direct Connect Bill Pay has been improved to better support transfers. In 3.2 users can now pay a credit card via Direct Connect Bill Pay and also classify this as a transfer. Previously, transfers had to be between accounts within the same financial institution.
Bug Fix: Fixed an issue where pending Bill Pay transactions entered at your financial institution's web site would fail to match manually entered transactions in Quicken resulting in a duplicate transaction.

Error Message Fixes

Bug Fix: Fixed an issue where customers received a generic message "error communicating with server" if they entered in the incorrect challenge answer in account setup. The proper error message will now appear. A big thanks to Stephanie for helping us figure out the issue.
Bug Fix: Fixed an issue where an account lock out because of too many incorrect password attempts wouldn't get reported to customers.

Other Improvement and Fixes in 3.2

Enhancement: Support repeated use of date hot keys.
- There are 6 date hot keys:
  - W for beginning of the week
  - K for end of the week
  - M for beginning of the month
  - H for end of the month
  - Y for beginning of the year
  - R for end of the year
- In 3.2, you can repeatedly press this key to increase or decrease the week, month or year. For example, if you press the letter R today, the date will change to 12/31/2016. If you press R again it will change to 12/31/2017. Pressing the letter R will continue to increment the year.
Bug Fix: Fixed an issue where reprinting checks when using 10.11 (El Capitan) resulted in blank checks being printed. (Thanks to Resurrected from the Quicken Live Community for reporting this problem.)
Crashes: Fixed multiple issues that could result in a crash including a crash that could occur while updating accounts, after deleting a category from the category list, while generating large reports, or while syncing Direct Connect Bill Pay transactions.

Quicken Marcus · April 2016

Quicken Mac 2016 v3.2.1 Released

If you run into issues with v3.2.1, please comment at this forum post so we can find and respond to issues quickly. http://intuit.me/1XR95as.

We found a couple of pretty bad issues in 3.2 that we're fixing in 3.2.1.

Crash: We fixed a crash that occurs in the background and may happen at anytime when using Quicken. For performance reasons we sometimes run background tasks like downloading the user's latest email address or the list of financial institutions Quicken works with. This bug would occur when 2 of these tasks conflicted with each other.
Bug Fix: In 3.2, we added support for paying a credit card using Direct Connect Bill Pay while setting the Transfer field to the credit card account. Unfortunately, we made a last minute fix to this flow that actually broke the way this worked, leading to confusion and a bad user experience. Thanks to hfm, jeffreyroark3379 and JBB for reporting these issues in the release forum post so we could find and fix quickly.

Quicken Marcus · May 2016

Quicken Mac 2016 v3.3.0 & 3.3.1 Released

If you run into issues with v3.3, please comment at this forum post so we can find and respond to issues quickly. http://intuit.me/1N3YXuJ.

2 Brand New FeaturesVersion 3.3 is a really exciting release. We’re releasing 2 top requested features, a big bill pay improvement, and lots and lots of great bug fixes.

New: 12-month budgets
- Plan your spending to achieve the goals important to you (e.g., vacation, car, new home, retirement).
- Now customize your budget with one-time-only, periodic and recurring monthly expenses.
- Easily track spending and income against your plan to stay on target.

New: Portfolio time machine (As Of Date)
- See the historical value of your portfolio and individual holdings at a particular point in time.
- Track your investment performance over the past days, weeks, or years.
- Gain deeper learning and insights for future investing.

Big and Small Improvements

Improvement: You can now set up bill reminders and create Online Bill Pay transactions. This wasn’t supported before. (Thanks to hfm and our other bill pay customers for finding and reporting this issue).
Improvement: Added a today button to the calendar picker and updated the look.
Improvement: Fixed an issue where some date fields were too narrow for Canadian date format.
Improvement: Increased the number of places today’s gain/loss number could be. This will help our wealthiest customers.

Improved Stability

Bug Fix: Fixed an auto-matching issue that would pick the wrong manually entered transaction after downloading bank information if there was a similar older transaction. (Thanks to Pearl who went out of her way to work with us to solve the issue).
Bug Fix: Fixed an issue where categories weren’t being saved if the transaction was edited in the All Accounts view.
Bug Fix: Fixed an issue where transactions were not being auto-categorized for some Direct Connect accounts.
Bug Fix: Fixed an issue where scrolling would break and 2 arrows would appear if opening a register drop down at the bottom of the screen.
Bug Fix: Fixed an issue where the change PIN dialog wouldn't appear even after the financial institution notified Quicken to display the dialog.
Bug Fix: Fixed a weird scrolling anomaly where the toolbar appears over the latest transaction when sorted in ascending order.
Crash: Fixed the #1 crash in 3.2.1 which could occur when tabbing in and out of the Tag field.
Crash: Fixed a crash that could occur when updating a Direct Connect account.
Crash: Fixed a crash that could occur when editing a security name in the securities list.
Crash: Fixed a crash that could occur when enabling and disabling alerts.
Crash: Fixed a crash that could occur when opening and closing the Account Setup screen multiple times from different locations.

Bug Fixes in 3.3.1

Bug Fix: Fixed a calendar issue where the date didn't get set when manually adding a price history in the security window.
Crash: Fixed a crash that occurred when expanding and collapsing categories in the setup window when editing a budget number.
Crash: Fixed a crash that could occur if you delete a custom category while editing the budget.
Crash: Fixed a crash that could occur in the security window when editing bond information.

Quicken Marcus · August 2016

We're starting a slow roll out of version 3.5.2. This is to ensure there aren't any major issues. Most people will see the upgrade notice tomorrow or early next week if everything looks good. If you do see issues, please comment in the discussion post at http://bit.ly/2bm5fEJ.

There are a number of bill pay issues that have been fixed in this release. Here are the release notes.

FIXED: Fixed an issue that would prevent bill pay from working when updating a selected account. This worked for updating all accounts.
FIXED: Fixed an issue that turned intra-bank transfers to manual transactions for a few banks.
FIXED: Fixed an issue where bill pay transactions could no longer be matched to manual or scheduled transactions.
FIXED: Fixed a crash that occured in reconcile when a balance adjustment was 0.
FIXED: Fixed an issue where hidden accounts would incorrectly reappear after updating account.
CHANGED: Changed the way the starting month is set for budgets. Now the starting month can only be set when a budget is created. Quicken no longer allows changing the starting month after a budget is created.+

Updates from the Quicken Mac Product Team

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