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We just released version 3.2.1.
We started seeing a number of weird crashes appearing in our crash reporting system after we released 3.2 so we stopped the 3.2 deployment and put a fix in for the crash. Thanks to all of you who sent us your crash reports. They really help.
We also fixed an issue for the Direct Connect Bill Pay and Transfer fix - A fix for a fix. Thanks to hfm, jeffreyroark3379 and JBB for reporting issues in the 3.2 forum post. We screwed up and didn't get that one quite right but I think it should be working now.
JBB also discovered a really interesting issue in that Em Dashes aren't supported in the memo field of an online payment. If you're seeing a 400 error, check to see that you're using a normal dash and not an em dash. We think the banks only accept normal ASCII for this field.
You can read the full list of fixes in both 3.2.1 and 3.2 at the Updates from the Quicken Mac Product Team at http://intuit.me/1R47KsF.
Again, if you run into issues in 3.2.1, please report them in this forum post so we can spot them quickly.
Wow. I've never seen that either. Please let us know if this continues to happen so we can investigate further.Jim said:
Loaded 3.2.1 this morning. Updated all online accounts. All OK but when I clicked on Investments my Mac rebooted. First time that has happened with this or any other program.
hfm, Mark as Paid means that you paid it yourself and you no longer want it paid via Online Bill Pay which is why we turn it off. What you want to do is to pay it via bill pay and then leave it. Quicken will mark it as paid automatically once we're notified by your bank that it has been paid. It's a terminology difference. I can see why you would want to mark it as paid and why there is confusion but that is how it works today. Does that make sense? Your bank will tell Quicken that it's paid which is the most accurate measure of whether something was been paid or not.hfm said:
So, I can confirm that 3.2.1 indeed fixed the problem for me. I can now have scheduled transactions (offline, but with an online payee in it). So I just mark it as Paid, then go into Online Payment tab, turn Online Payment on, hit Save and it will be submitted.
Next, of course, I just want it to create a scheduled, online transaction. Wait, I see an Online Payment tab. So I try it!
To be precise, while creating a new scheduled transaction, I go to the Online Payment tab, turn on Online Payment, and set it to Payment mode and hit Save. Great! Unfortunately, when I then "Mark as Paid", Quicken has silently turned off the Online Payment. Sad face. Same if I "Edit this and all future transactions", although here (shades of 3.2) when I try to turn it on again, it only shows me online Transfer mode.
Maybe next time...
Okay, I'm very confused now. Specifically, The 3.1 release notes sayhfm said:
So, I can confirm that 3.2.1 indeed fixed the problem for me. I can now have scheduled transactions (offline, but with an online payee in it). So I just mark it as Paid, then go into Online Payment tab, turn Online Payment on, hit Save and it will be submitted.
Next, of course, I just want it to create a scheduled, online transaction. Wait, I see an Online Payment tab. So I try it!
To be precise, while creating a new scheduled transaction, I go to the Online Payment tab, turn on Online Payment, and set it to Payment mode and hit Save. Great! Unfortunately, when I then "Mark as Paid", Quicken has silently turned off the Online Payment. Sad face. Same if I "Edit this and all future transactions", although here (shades of 3.2) when I try to turn it on again, it only shows me online Transfer mode.
Maybe next time...
Thanks for the detailed explanation. I fully understand the issue now. Yes, this is broken. As you say we don't allow schedule direct connect payments but it appears we also don't even allow you to manually create a direct payment monthly either. Let me write this up and see if we can do something to fix this issue. Thanks for reporting it and I'm sorry it took me awhile to process the problem. Your notes were great.hfm said:
So, I can confirm that 3.2.1 indeed fixed the problem for me. I can now have scheduled transactions (offline, but with an online payee in it). So I just mark it as Paid, then go into Online Payment tab, turn Online Payment on, hit Save and it will be submitted.
Next, of course, I just want it to create a scheduled, online transaction. Wait, I see an Online Payment tab. So I try it!
To be precise, while creating a new scheduled transaction, I go to the Online Payment tab, turn on Online Payment, and set it to Payment mode and hit Save. Great! Unfortunately, when I then "Mark as Paid", Quicken has silently turned off the Online Payment. Sad face. Same if I "Edit this and all future transactions", although here (shades of 3.2) when I try to turn it on again, it only shows me online Transfer mode.
Maybe next time...
We're not able to reproduce this issue. It sounds like disconnecting and reconnecting worked for you but you shouldn't have to do this. What bank is this? I've seen this mentioned a couple of times by people so it appears to be not an isolated incident but it's not something we see in our testing and obviously the majority of customers don't hit this issue. If this happens again, please let us know and we'll probably want to get a log from you to see why your account gets into this state.Quicken Generic User said:I installed 3.2.1 this AM. I did a normal Update All Online Accounts and now transactions are not downloaded ("No Transactions Were Downloaded" window) and new payments aren't going out. I tried Pay Now from the transaction and no go. I restarted Quicken and no help. My next thought is to disconnect and reconnect the Direct Connect to the bank. Suggestions?
I'm sorry I don't understand the issue. Can you provide more details? When you say May are you really talking about March? Are you looking at a 2015 calendar? I guess I'm confused about how you have values in May since May hasn't happened yet. Also, what are the accounts that make up your balance and what is the value of the transactions that occur during the days that lead up to the May 6th date? Anyway, we're going to need more information to be able to provide an answer.towanas said:THE CALENDAR!!!! It's simple addition and subtraction! Why hasn't this been fixed? If I look at the month of April, I can still see the first few days of May on the April page. If I note the balance on May 6 that is on the April calendar and then move to the May calendar, the balance for May 6 is $354.86 less. THIS IS A REAL PROBLEM!!! PLEASE FIX THE ISSUE!
I am REALLY talking about May and NO, I am not looking at 2015. I am referring to the Calendar available within Quicken that forecasts the projected balance of my checking account (I have the option for my savings balance to be included on the calendar turned off) months in advance when I enter scheduled and/or repeating transactions. As of today (the balances change, of course, as new transactions are downloaded, so the balances do not match my previous post), on 4/29/16 there is a correct projected balance of $1340.22. On the April calendar, the first week of May is visible. Between April 29 and May 6, I have a deposit of $550 and debits of -$600. So, $1340.22 + $550 -$600= $1290.22, which is correct. Then I forward to May 6, 2016 on the calendar, the very same day I am looking at on the April calendar, and the projected balance is $1445.78 (there are no additional or missing transactions. They are exactly as above). That is a difference of +$155.56. $155.56 just magically APPEARS. This is every month, sometime the balance is less than it should be and sometimes more. I only used April and May as examples......BUT, when the physical date gets within about a week of the end of the month, the calendar adjusts the projected balances and corrects itself!!! This is not really conducive to financial planning and it does not instill a sense of trust in Quicken for me.towanas said:THE CALENDAR!!!! It's simple addition and subtraction! Why hasn't this been fixed? If I look at the month of April, I can still see the first few days of May on the April page. If I note the balance on May 6 that is on the April calendar and then move to the May calendar, the balance for May 6 is $354.86 less. THIS IS A REAL PROBLEM!!! PLEASE FIX THE ISSUE!
Have you double-checked to see if you have a recurring scheduled transaction that might fall into that time frame you are looking at? Note that it may or may not show up in your register, depending on how you set your look forward period for scheduled transactions.towanas said:THE CALENDAR!!!! It's simple addition and subtraction! Why hasn't this been fixed? If I look at the month of April, I can still see the first few days of May on the April page. If I note the balance on May 6 that is on the April calendar and then move to the May calendar, the balance for May 6 is $354.86 less. THIS IS A REAL PROBLEM!!! PLEASE FIX THE ISSUE!
I have checked, double checked and triple checked. There is nothing. What do you mean, "set your look forward period"?towanas said:THE CALENDAR!!!! It's simple addition and subtraction! Why hasn't this been fixed? If I look at the month of April, I can still see the first few days of May on the April page. If I note the balance on May 6 that is on the April calendar and then move to the May calendar, the balance for May 6 is $354.86 less. THIS IS A REAL PROBLEM!!! PLEASE FIX THE ISSUE!
In each register, you can set your preference to choose how many instances of a recurring scheduled transaction will show up in advance of the transaction. Watch this video for more info: https://www.youtube.com/watch?v=Ex3TthB2xhctowanas said:THE CALENDAR!!!! It's simple addition and subtraction! Why hasn't this been fixed? If I look at the month of April, I can still see the first few days of May on the April page. If I note the balance on May 6 that is on the April calendar and then move to the May calendar, the balance for May 6 is $354.86 less. THIS IS A REAL PROBLEM!!! PLEASE FIX THE ISSUE!
Wells Fargo support suggested that I disconnect and reconnect the Direct Connect to the bank, which fixed the problem and it is working smoothly since then.Quicken Generic User said:I installed 3.2.1 this AM. I did a normal Update All Online Accounts and now transactions are not downloaded ("No Transactions Were Downloaded" window) and new payments aren't going out. I tried Pay Now from the transaction and no go. I restarted Quicken and no help. My next thought is to disconnect and reconnect the Direct Connect to the bank. Suggestions?
Direct Connect Bill Pay works for some Payees and not others. After I hit send payment for some, it displays Waiting in the Check Number field and then displays the check number. For others, I hit send payment and it displays Waiting in the Check Number field and then displays To Send in the Check Number field. I tried making the send date sooner or later and no change. Suggestions?Quicken Generic User said:I installed 3.2.1 this AM. I did a normal Update All Online Accounts and now transactions are not downloaded ("No Transactions Were Downloaded" window) and new payments aren't going out. I tried Pay Now from the transaction and no go. I restarted Quicken and no help. My next thought is to disconnect and reconnect the Direct Connect to the bank. Suggestions?