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I appreciate the quickness in which the fix was released. I had only reported the bug several days before QM2017 4.3.0 was released.Quicken Marcus said:We found a small bug in 4.3 where drilling down on a Comparison or Summary custom report will update the Category or Payee Summary report's customization. Basically if you clicked on the Gas category, when you go to the Category Summary, you'll only see the Gas category. We stopped rolling out 4.3, we have a fix already and are testing it out and will start the roll out again with version 4.3.1.
The fix is pretty easy. If you find yourself in this situation, go to the Category Summary report:
1) Click Customize.
2) Go to the Category tab.
3) Click None.
All of your categories will become unselected which basically returns this report to the default state of displaying all categories. The same solution applies to the Payee report. Just go to Customize and click None under the Payee tab.
Sorry we missed this one before we shipped.
Yes, the selection criteria, feature set and user interface needs to be standardized across the board for all reports. With all it warts, QM2007 does a consistent job of presenting this info.M C Crockett said:One thing that is really needed in Quicken Mac is a more consistent transaction selection logic for budgets and reports that are generated.
The transaction selection logic used to generate the Category Comparison report needs to be used to generate the Category Summary report. In addition, this transaction selection logic needs to be used to select the transactions to be included in the Budget tool/report.
As a retiree, it was a pleasant surprise to discover that the Category Comparison report actually reported my IRA distributions in the Income section of the report. It would be great if my IRA distributions were reported as income when generating a Budget. At the moment, Budget is a useless feature of Quicken Mac as it doesn't include the IRA distributions (RMD withdrawals) while including the Federal, State, and Local taxes I pay on them in the Budget.
Yes, glad they responded quickly. That part is good. I think it would have been better for them to not roll it out at all before making the fix since it was reported days before the release. Would avoid the extra churn and affecting some users.Quicken Marcus said:We found a small bug in 4.3 where drilling down on a Comparison or Summary custom report will update the Category or Payee Summary report's customization. Basically if you clicked on the Gas category, when you go to the Category Summary, you'll only see the Gas category. We stopped rolling out 4.3, we have a fix already and are testing it out and will start the roll out again with version 4.3.1.
The fix is pretty easy. If you find yourself in this situation, go to the Category Summary report:
1) Click Customize.
2) Go to the Category tab.
3) Click None.
All of your categories will become unselected which basically returns this report to the default state of displaying all categories. The same solution applies to the Payee report. Just go to Customize and click None under the Payee tab.
Sorry we missed this one before we shipped.
You might want to submit this under the Report a Problem link within the help menu.Concordman said:Just noticed something quirky with QM17 4.3.1; In the spending wheel when I place the cursor over "other " I see the correct value ( I think) but when I click for the details it shows total transactions. is there something I am missing here?
Just went back to a previous version of QM17, same issue with "other" in the spending wheel.
I agree some standardization would be helpful. I have also found that the customization tools they have implemented to date have been quite helpful. Of course, all of our circumstances are unique, and some setups work better than others for each of us. Hopefully the developers can strike a balance in this area.M C Crockett said:One thing that is really needed in Quicken Mac is a more consistent transaction selection logic for budgets and reports that are generated.
The transaction selection logic used to generate the Category Comparison report needs to be used to generate the Category Summary report. In addition, this transaction selection logic needs to be used to select the transactions to be included in the Budget tool/report.
As a retiree, it was a pleasant surprise to discover that the Category Comparison report actually reported my IRA distributions in the Income section of the report. It would be great if my IRA distributions were reported as income when generating a Budget. At the moment, Budget is a useless feature of Quicken Mac as it doesn't include the IRA distributions (RMD withdrawals) while including the Federal, State, and Local taxes I pay on them in the Budget.
Oh, I thought that it was if you have a new WELLS account. Since I already paid again, I guess I'll try it and see what happens.Randy_m said:I bought Quicken 2017 for Mac, and discovered that it Wells Fargo doesn't support Direct Connect for this version (confirmed by Wells customer support). This is an essential service for me (not going to pay extra, since it works in Banktivity). So, I had to get a refund. Is there any way of being notified when this is fixed, so I can re-purchase your software. Banktivity works, but is seems kind of clunky to me, and I'd much rather go back to Quicken. Thanks
I will try thatConcordman said:Just noticed something quirky with QM17 4.3.1; In the spending wheel when I place the cursor over "other " I see the correct value ( I think) but when I click for the details it shows total transactions. is there something I am missing here?
Just went back to a previous version of QM17, same issue with "other" in the spending wheel.
Thank you and keep the good work, hope we see complete currency support as well.
I re-purchased and imported from Banktivity again. For some reason I don't understand, my Wells checking account now works with Direct Connect/Bill Pay! I'm very happy about this; thanks to all for the comments.Randy_m said:I bought Quicken 2017 for Mac, and discovered that it Wells Fargo doesn't support Direct Connect for this version (confirmed by Wells customer support). This is an essential service for me (not going to pay extra, since it works in Banktivity). So, I had to get a refund. Is there any way of being notified when this is fixed, so I can re-purchase your software. Banktivity works, but is seems kind of clunky to me, and I'd much rather go back to Quicken. Thanks
@Quicken Marcus (I hope you are still reading this thread...)John Kostenbader said:I dearly, dearly miss the ability of a two line registry display. I like to show most of the columns and its just too wide. Please bring a two line display like the windows version. I have friends that are holding of going to the Mac version because of that
Thank you all for the response. I have voted!qmac_scott said:I would love the ability to do a mass search by "payee" or "notes" of all accounts (hidden or not). I have lots of accounts that have been closed and so they are marked as "hidden in list" but not "hidden in reports". But even so, they do not show up in any search function.
@Quicken Marcus: Your comment reminded me of a fundamental flaw in the hidden account logic. It involves Certificate of Deposits issued by banks and credit unions. Typically, a separate account is created for each Certificate of Deposit that you have.qmac_scott said:I would love the ability to do a mass search by "payee" or "notes" of all accounts (hidden or not). I have lots of accounts that have been closed and so they are marked as "hidden in list" but not "hidden in reports". But even so, they do not show up in any search function.
Your may want to add your Vote for the ability to carry forward report formats from other versions .keoki said:Can I convert CUSTOM reports from Quicken for Mac 2007 to 2017?
In case you haven't already, you might want to use the "report a problem" feature under the help menu so that the developers get the additional info they need to diagnose and fix the issue you're having. I've submitted a few things this way and it's a good tool.Jamie Fenimore Walton said:With this release, I can no longer open some of my scheduled transactions. I click on them but nothing happens. Also, my AMEX account no longer shows upcoming transactions even though I have it set to show all transactions in the next 14 days. I've rebooted Quicken and the computer several times but nothing changes.
I'd also add that I think you're market is way bigger than just the millennial generation. There isn't a human alive who couldn't use a good financial management tool and Quicken is still it. I seriously looked at other options after QM2007 and was thrilled when Quicken decided to get serious about this product again. I'm no millennial and I'm in. Please keep making it better and better.John Kostenbader said:I dearly, dearly miss the ability of a two line registry display. I like to show most of the columns and its just too wide. Please bring a two line display like the windows version. I have friends that are holding of going to the Mac version because of that
Thanks Hydro. Yes, I have submitted the problem. I hope they fix it soon. :-)Jamie Fenimore Walton said:With this release, I can no longer open some of my scheduled transactions. I click on them but nothing happens. Also, my AMEX account no longer shows upcoming transactions even though I have it set to show all transactions in the next 14 days. I've rebooted Quicken and the computer several times but nothing changes.
What version of Mac OS are you using and where is your data file stored? Make sure this is not your problem : https://www.quicken.com/support/quicken-mac-slow-or-freezes-when-updating-transactions-mac-os-1012-s...Jamie Fenimore Walton said:With this release, I can no longer open some of my scheduled transactions. I click on them but nothing happens. Also, my AMEX account no longer shows upcoming transactions even though I have it set to show all transactions in the next 14 days. I've rebooted Quicken and the computer several times but nothing changes.
Thanks Smayer. We are on Yosemite (10.10.5).Jamie Fenimore Walton said:With this release, I can no longer open some of my scheduled transactions. I click on them but nothing happens. Also, my AMEX account no longer shows upcoming transactions even though I have it set to show all transactions in the next 14 days. I've rebooted Quicken and the computer several times but nothing changes.
no, this is incorrect; this doesn't total by Class, it just totals the class (Tag) within each category. Back to the drawing board.newcastlelinda said:Hi Diane,
This might do what you want.Let me know if this is what you want, and if not, what I have missed.
- In the top tabs, click on Reports and select Category Summary.
- Click on the Customize button on the top right.
- Click on the Accounts tab and select just the account you want.
- Now click on the Tags tab and select All or None (does the same thing).
- While still in the Tags tab, notice the pull down that says "Include only transactions with (Any/All) of the selected tags. Make sure it says what you want (probably Any).
- At the bottom of the Customize screen, click Save as custom report if you want that.
- Click Ok.
- On the top right side, but not the very top, there is a pull down menu "Update view to show me:". Select what you want; try a "Summary of all categories", and then try "Details for all categories".
Good luck; I'm also still using both QM2007 and QM2016/QM2017. I have been keeping both updated this whole year. Hoping that soon I can fully commit to QM2017, but not yet.
Linda in California (Newcastlelinda)