Quicken for Mac 2017 v4.4.3 Released
Quicken Marcus
Employee ✭✭✭✭
Beta and forum users spotted a bug in 4.4.x that caused bond interest income transactions from NOT being added to the account register. This was inadvertently caused when we started combining dividend and buy transactions into a single reinvestment transaction. This warranted another release to fix this issue.
Since we were releasing again anyway, we also decided to include a fix for online bill payments. In some cases, modifying an online payee name that included an "&" or some other non-standard character, would block a bill pay transaction from completing. Unfortunately, this would also fail silently potentially causing a bill to not get paid.
We released 4.4.3 today for retail customers and we submitted it to the Mac App Store for Apple approval. I'll update this forum post when Apple approves of the release.
Please upgrade immediately. 4.4.2 included a change that is required to continue getting transaction downloads after a service change is made in a few weeks. If you don't have 4.4.2 or higher, Quicken could lock up and stop working if a specific error is received during transaction downloads.
Please use this forum post if you run into any issues with 4.4.3 especially around bonds and online bill pay. We'll be monitoring this post.
If you'd like to see the official release notes, click here.
1/25/2017 - UPDATE: We shipped the 4.4.3 for Mac App Store today.
Since we were releasing again anyway, we also decided to include a fix for online bill payments. In some cases, modifying an online payee name that included an "&" or some other non-standard character, would block a bill pay transaction from completing. Unfortunately, this would also fail silently potentially causing a bill to not get paid.
We released 4.4.3 today for retail customers and we submitted it to the Mac App Store for Apple approval. I'll update this forum post when Apple approves of the release.
Please upgrade immediately. 4.4.2 included a change that is required to continue getting transaction downloads after a service change is made in a few weeks. If you don't have 4.4.2 or higher, Quicken could lock up and stop working if a specific error is received during transaction downloads.
Please use this forum post if you run into any issues with 4.4.3 especially around bonds and online bill pay. We'll be monitoring this post.
If you'd like to see the official release notes, click here.
1/25/2017 - UPDATE: We shipped the 4.4.3 for Mac App Store today.
0
This discussion has been closed.

Comments
Marcus has also noted that they have a lot of work to do on "de-Intuitizing" Quicken -- replacing some of the back-end services provided by former parent Intuit now that they are their own company. Unfortunately for us as end users, such programming work will chew up a lot of time and the result will be the program working just like it used to.
In Portfolio view, Realized Gains. The lot basis is 'Add' even if there is only one lot and the total cost basis is displayed. The lot basis is 'Add' with many lots and the total basis is displayed. The individual lot basis is given in the Tax Schedule Report, so the information is in the database. This is a manual entry account. I have captured screen shots and the Tax Schedule report if needed.
No, this doesn't require a quick fix and a release of it's own. It could probably even be grouped with the request for specific lot selection for transfer and sales. Which is needed by me as the brokerage FIFO selection will match the order entry and not the order execution when multiple transaction are made with the same stock. At present an incorreect date may have to be used for a transaction to force the correct lot selection for tax reports.
It should be noted that the "Total Gain/Loss" reported under "Realized Gain" and in the "Tax Schedule Report" will be wrong when dividends are reinvested and the dividends are a return of capital.
When calculating the per share adjustment to the cost basis Quicken includes the shares that were purchased with the return of capital. The shares purchased with the return of capital should be excluded from the calculation. Only the shares held prior to the dividend should be used in the calculation.
Due to the calculation error the "Tax Schedule Report" reports the wrong capital gains and losses.
As Richard counseled yesterday here when discussing Turbotax & QM one is better served importing the investment income reports from the Fi into Turbotax.
Our next big milestone is to deliver 4.5 to our dedicated beta users, many of who are the people that answer a lot of these forum questions. The plan is to ship that next week so be assured we're making progress.
Problem: Before upgrading from QM2015 to QM17 v4.4.2,
I sold
all shares of a bond mutual fund. After
upgrading & importing the datafile to QM17, the pre-sale holding showed up in Portfolio view, making
portfolio value incorrect. Although the transaction was correct in Transactions view, Portfolio view ignored it.
Solution: I changed the date of fund sale transaction to the settlement date, one day after sale. The fix did not immediately work in v4.4.2, the holding still appeared in Portfolio view. After installation of update to Q17 v4.4.3, the date-change fix solved the problem.