Quicken for Mac 2017 v4.5, 4.5.1, 4.5.2 & 4.5.3 Released
Comments
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We haven't changed anything in regards to accessing a Quicken file from a remote server and don't have any plans on blocking this setup. I'm glad that it doesn't sound like some sort of file corruption. It sounds like what is happening is when you launch the app it thinks you're adding a new file and it takes you through the new file creation flow which is why you get a blank file. This shouldn't have impacted your old file. Hopefully, you were able to just go to the Recent file menu and open it up again or restore from the backup. Anyway, I still want to track down why you're in New File mode. Any other observations? I'm assuming you didn't see the screen that asks how you want to create a new file either from scratch or by importing from various formats. This is true, right?John Pane said:Previously, when I launched Quicken it would re-open the previously opened file. Now it doesn't and when I select a file to open it asks not only for the file password but also the Quicken.com password.
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We haven't changed anything in regards to accessing a Quicken file from a remote server and don't have any plans on blocking this setup. I'm glad that it doesn't sound like some sort of file corruption. It sounds like what is happening is when you launch the app it thinks you're adding a new file and it takes you through the new file creation flow which is why you get a blank file. This shouldn't have impacted your old file. Hopefully, you were able to just go to the Recent file menu and open it up again or restore from the backup. Anyway, I still want to track down why you're in New File mode. Any other observations? I'm assuming you didn't see the screen that asks how you want to create a new file either from scratch or by importing from various formats. This is true, right?John Pane said:Previously, when I launched Quicken it would re-open the previously opened file. Now it doesn't and when I select a file to open it asks not only for the file password but also the Quicken.com password.
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Thanks for reporting this issue and also for providing a workaround. We're investigating. When I tried this using your same numbers, my date changed too but to 7/31 and not to today so it 's doing different things for some odd reason. We'll continue to investigate what is going on here and I'll report back. Thanks again.mistertheplague said:As Snoopy FC reported upthread, the loan wizard appears to ignore the user-entered starting date in favor of the current date:
However, right-clicking the first scheduled transaction in Bill Reminders, selecting Edit Schedule, and changing the start date appears to correct this bug.0 -
Thanks for reporting this. We're investigating.Jeff said:I am using 4.5.3 and notice a couple of quirks.
1. Difficulty typing in sub level categories for additional payment items. When I create the mortgage payment, I specify the individual items pro-rated on a per month basis versus an escrow transfer - i.e. I specify property taxes and home insurance as two additional payment items. When trying to specify a category that is a subcategory (e.g. Tax:Property), it will not allow me to type it in - I must select it before I type the colon. I have a 3 level Tax structure. Tax:HTax:Federal etc, Tax:JTax:Federal etc, then Tax:Property to separate my wife's and my taxes but roll up to Tax. Property is a shared tax so it is separate. When I get to the colon, it switches to the second level category in alphabetical order which is HTax, but then any further typing is based off of that second level category only - i.e. it locks me into the HTax subcategory instead of allowing me to specify Property as the second level category.
2. Auto Loan additional item with Loan interest is ignored. I created an auto loan that when the payment is calculated it was slightly off (because of an extended period of time before the first payment - less than a dollar. When I tried to add an additional loan item and associate it with the "Loan Interest" category just to reconcile the difference, it was completely ignored in the total - even if I changed the category to something else on the same entry. Only if I created the additional line using another category did it stick (and changing it to loan interest would make it be ignored again).0 -
Or did you get into the Create a new file flow because your file was corrupted and couldn't be opened?John Pane said:Previously, when I launched Quicken it would re-open the previously opened file. Now it doesn't and when I select a file to open it asks not only for the file password but also the Quicken.com password.
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Is the new version off-line again. I got a notice yesterday of version 4.5.3 and I didn't immediately download and install it. When i went to upgrade today, I am getting the message that I have the most recent update, 4.4.3.0
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Here are the details on what I happened, to the best of my recollection.John Pane said:Previously, when I launched Quicken it would re-open the previously opened file. Now it doesn't and when I select a file to open it asks not only for the file password but also the Quicken.com password.
The first time I attempted to upgrade, I was working remotely. After migrating, it required my Intuit ID and password, then opened and displayed my existing data AND prompted me for an account. I dismissed the new account dialog, quit, and opened the file again. It again requested my Intuit ID and password, presented my existing data, and the new account dialog. I repeated this a couple of times.
My memory is imperfect on this point, but I think the next thing I did was to open Quicken on the host machine. That was still the older version of Quicken and I think it attempted to migrate the newer version of the data file back to the older version. Eventually it reported an error. This may have been what caused the data loss.
After restoring the data file and application from backups, I proceeded to update Quicken on the computer hosting the data file, and then opening my data file This migrated the file and appeared to have been successful. I then upgraded quicken on the remote computer and attempted to open the data file remotely. Again, it requested my Intuit ID and password, then displayed my old file and prompted me for a new account. I repeated this at least one time with the same effect.
In summary, migration without data loss appears to be possible, as long as I make sure that all of the computers are updated before they attempt to access the already-migrated file. The problem that I cannot seem to work around is, for some reason when accessing the file remotely Quicken is repeatedly asking for the Intuit ID and password and then showing the new account dialog. Given I have a strong password that I have not memorized, I must look it up in my password database. Needless to say, this is a tedious process to go through every time I wish to access Quicken.
For the time being, I have reverted back to the prior version so that my workflow can continue as usual, hoping the issue can be identified and fixed.
Thank you.0 -
Earlier today, when updating accounts I got the following persistent tag sync error:
Deleting the tag in question from the Tags window was necessary to resolve the error.Quicken Premier Mac and Windows0 -
Similar in my case regarding the auto loan. I have a new auto loan that was set up as a 60-month loan, but is actually a 61.5 month loan, with the loan issuer's website calling it a 61-month loan. Car was purchased 2/28/17, first loan payment 4/14/17 - giving a ~1.5 month interval before the first payment. I couldn't enter a loan length of 60.5 or 61.5 and I couldn't get the loan payment Total amount to match the monthly payment amount set up by the loan issuer, no matter whether I adjusted the start date, maturity date, compounding period, additional amounts, etc. I aborted the conversion to loan account and decided to try again when I have more time. Next step may be to monkey with the interest rate - rather than entering the annual percentage, enter the monthly or daily percentage to match the compounding period and/or payment schedule?Jeff said:I am using 4.5.3 and notice a couple of quirks.
1. Difficulty typing in sub level categories for additional payment items. When I create the mortgage payment, I specify the individual items pro-rated on a per month basis versus an escrow transfer - i.e. I specify property taxes and home insurance as two additional payment items. When trying to specify a category that is a subcategory (e.g. Tax:Property), it will not allow me to type it in - I must select it before I type the colon. I have a 3 level Tax structure. Tax:HTax:Federal etc, Tax:JTax:Federal etc, then Tax:Property to separate my wife's and my taxes but roll up to Tax. Property is a shared tax so it is separate. When I get to the colon, it switches to the second level category in alphabetical order which is HTax, but then any further typing is based off of that second level category only - i.e. it locks me into the HTax subcategory instead of allowing me to specify Property as the second level category.
2. Auto Loan additional item with Loan interest is ignored. I created an auto loan that when the payment is calculated it was slightly off (because of an extended period of time before the first payment - less than a dollar. When I tried to add an additional loan item and associate it with the "Loan Interest" category just to reconcile the difference, it was completely ignored in the total - even if I changed the category to something else on the same entry. Only if I created the additional line using another category did it stick (and changing it to loan interest would make it be ignored again).0 -
For the first item above regarding nested categories. We think you probably have Short Names turned on. Please try changing the default to Long Names and see if it works closer to the way you expect. You can find this setting on the General tab in Preferences or in the category drop down menu. This is how it has always worked since we added short named categories. If this isn't it, please provide more information.Jeff said:I am using 4.5.3 and notice a couple of quirks.
1. Difficulty typing in sub level categories for additional payment items. When I create the mortgage payment, I specify the individual items pro-rated on a per month basis versus an escrow transfer - i.e. I specify property taxes and home insurance as two additional payment items. When trying to specify a category that is a subcategory (e.g. Tax:Property), it will not allow me to type it in - I must select it before I type the colon. I have a 3 level Tax structure. Tax:HTax:Federal etc, Tax:JTax:Federal etc, then Tax:Property to separate my wife's and my taxes but roll up to Tax. Property is a shared tax so it is separate. When I get to the colon, it switches to the second level category in alphabetical order which is HTax, but then any further typing is based off of that second level category only - i.e. it locks me into the HTax subcategory instead of allowing me to specify Property as the second level category.
2. Auto Loan additional item with Loan interest is ignored. I created an auto loan that when the payment is calculated it was slightly off (because of an extended period of time before the first payment - less than a dollar. When I tried to add an additional loan item and associate it with the "Loan Interest" category just to reconcile the difference, it was completely ignored in the total - even if I changed the category to something else on the same entry. Only if I created the additional line using another category did it stick (and changing it to loan interest would make it be ignored again).
In regards to the second item on loans. Can you provide a little more detail? I think part of the issue might be that we don't currently support auto loans if they use a model called Daily Simple Interest which calculates interest differently than mortgages. Do you know if your auto loan uses this method? Also, it would be good to better understand if the interest is off every month or just for a single month. If for a single month you might be able to fix it in the payment and not bother with the loan model. If it's off in the model, we don't currently support a way to change the calculated interest. You are correct that we probably should allow one to add loan interest into the split line and to have that affect the payment total but it wouldn't work the way you might expect because these items don't impact the fundamental loan model so the amortization table would still be off.0 -
We still can't reproduce the issue where the next payment switches to the current day. Is anyone else seeing this?mistertheplague said:As Snoopy FC reported upthread, the loan wizard appears to ignore the user-entered starting date in favor of the current date:
However, right-clicking the first scheduled transaction in Bill Reminders, selecting Edit Schedule, and changing the start date appears to correct this bug.0 -
We release in waves. If you get the message again, don't dismiss it. As long as that message appears, you can upgrade even if we've taken it down.Tony Goldsmith said:Is the new version off-line again. I got a notice yesterday of version 4.5.3 and I didn't immediately download and install it. When i went to upgrade today, I am getting the message that I have the most recent update, 4.4.3.
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If you click report errors, I can look it up and see what's going on (I think it's the envelope). I don't think this is specific to 4.5.3. We didn't change anything in tags but thanks for bringing this to our attention.0
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It may be that Snoopy FC has Category Names set to Long in the General Preferences. I have mine set to Long and "Transfer;" shows up. I haven't set up another "Transfer category" yet so haven't tested if I get the result he does.Snoopy FC said:Pressing the "[" key in QM2017 4.4.3 in the category field allowed the user to select an account for transfer by simply typing the account name. Under QM2017 4.5.2, it brings up Transfer:[account], but places the cursor after the T in transfer. This appears to be a bug.
Quicken Mac Subscription • Quicken user since 19940 -
When migrating my data file (from Quicken Mac 4.3.xx), I got this error "An error occurred during persistent store migration." Now I can't open my data file.
Help!0 -
Oops. I chucked it. I did copy the error message and save it to notes if you want to see it.Quicken Marcus said:If you click report errors, I can look it up and see what's going on (I think it's the envelope). I don't think this is specific to 4.5.3. We didn't change anything in tags but thanks for bringing this to our attention.
Quicken Premier Mac and Windows0 -
I had the same problem as Sharon Mesa and had not thought of the AirDrop solution. Problems solved quickly. Thanks!David Chen said:How can I get this update? It says my Quicken 2017 4.4.3 is the newest available.
I was prompted to update to 4.5, but I clicked Remind Me Later in order to backup my application and data file. However, clicking "Check for Updates..." says that I am up-to-date.
I could really use a bug fix in the release. The split transaction bug where the total changes is something I run into a lot. The fixes for when editing split transactions will be most welcome as well.
Thanks!0 -
Evening folks. I wrote up a post detailing a workaround to get reports (and by extension, budgets) in QM17 to recognize loan and escrow transfers. This workaround was first introduced to me by Snoopy FC. I've updated it to include the new loan module.
https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-2017-workaround-for-transfers-no...Quicken Premier Mac and Windows0 -
I can say that the preference is set to long category names. I frequently use this approach to simply shift money between accounts.Snoopy FC said:Pressing the "[" key in QM2017 4.4.3 in the category field allowed the user to select an account for transfer by simply typing the account name. Under QM2017 4.5.2, it brings up Transfer:[account], but places the cursor after the T in transfer. This appears to be a bug.
QMac Subscription - iMac - Quicken Mac user since 19950 -
Mistertheplague eloquently elaborates on the workaround here:Snoopy FC said:OK. I now have QM2017 4.5.2, and I just converted my mortgage from a liability account to a new loan account. The loan account appears to be setup correctly and has added the scheduled transaction.
However, on the loan payment setup, I cannot pick the category that I have set up to track mortgage spending in my budget. It's setup only to do a transfer to the loan account from the bank account. Of course budgets aren't currently able to track transfers. Now I have a problem. The shot below shows the principal and extra principal with no options to pick a category.
That leads to this screen clearly indicating a transfer only has been setup:
Notice the principal is only setup as a transfer reminder and remember how we can't budget transfers. So now what do I do to track mortgage spending in my budget?
Suggestions:
1. Add transfers to budgets so that I can see this money being spent on the mortgage principal
2. Allow us to set the category for mortgage principal and setup monthly principal reductions in the mortgage (loan) account
Any workaround ideas anyone?
https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-2017-workaround-for-transfers-no...
Marcus - any thoughts on these suggestions:
1. Add transfers to budgets so that I can see this money being spent on the mortgage principal
2. Allow us to set the category for mortgage principal and setup monthly principal reductions in the mortgage (loan) account
The fact that we can't track the mortgage principal in a budget or report is silly. We can track mortgage interest, and anything else. Can this be fixed?QMac Subscription - iMac - Quicken Mac user since 19950 -
Because the workaround is far from elegant, I proposed Quicken implement one or both of the following solutions:mistertheplague said:Evening folks. I wrote up a post detailing a workaround to get reports (and by extension, budgets) in QM17 to recognize loan and escrow transfers. This workaround was first introduced to me by Snoopy FC. I've updated it to include the new loan module.
https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-2017-workaround-for-transfers-no...
1. Add transfers to budgets so that I can see this money being spent on the mortgage principal
2. Allow us to set the category for mortgage principal and setup monthly principal reductions in the mortgage (loan) account
Marcus - what are your thoughts on these?QMac Subscription - iMac - Quicken Mac user since 19950 -
mistertheplague said:
Evening folks. I wrote up a post detailing a workaround to get reports (and by extension, budgets) in QM17 to recognize loan and escrow transfers. This workaround was first introduced to me by Snoopy FC. I've updated it to include the new loan module.
https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-2017-workaround-for-transfers-no...Because the workaround is far from elegant
Ha. Yeah, after giving you "any and all credit" for the workaround, I wasn't sure if I was being gracious or throwing you under the bus!
I vote for #1, with reports included with budgets. I'm not a software developer, but I would guess that #2 would depend on #1.Quicken Premier Mac and Windows0 -
That is usually an indication that the data file is corrupted. See if this helps:bharkey said:When migrating my data file (from Quicken Mac 4.3.xx), I got this error "An error occurred during persistent store migration." Now I can't open my data file.
Help!
Quicken Mac FAQ: How to try to resolve a "persistent store"-related error
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)Have Questions? Help Guide for Quicken for Mac
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Doesn't matter. Just look forward to a solution that better fits with budgets and reports than the current options. Part of me would rather see #2 only because I already have it set up that way, but I have no problem with option #1 if we can move that transfer within the budget so that it fits within the housing category. We'll see what happens.mistertheplague said:Evening folks. I wrote up a post detailing a workaround to get reports (and by extension, budgets) in QM17 to recognize loan and escrow transfers. This workaround was first introduced to me by Snoopy FC. I've updated it to include the new loan module.
https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-2017-workaround-for-transfers-no...QMac Subscription - iMac - Quicken Mac user since 19950 -
And for those unaware, You can add your VOTE to:mistertheplague said:Evening folks. I wrote up a post detailing a workaround to get reports (and by extension, budgets) in QM17 to recognize loan and escrow transfers. This workaround was first introduced to me by Snoopy FC. I've updated it to include the new loan module.
https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-2017-workaround-for-transfers-no...- Add Ability to Include or Exclude Transfers on Budgets
- Ability to Include or Exclude Transfers on Reports
While you are at it, you may want to add your VOTE to related IDEAS found on the Click on each underlined link, then follow the instructions to add your vote to more related ideas.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)Have Questions? Help Guide for Quicken for Mac
FAQs: Quicken Mac • Quicken Windows • Quicken Mobile
Add your VOTE to Quicken for Mac Product Ideas
Object to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires(Now Archived, even with over 350 votes!)
(Canadian user since '92, STILL using QM2007)
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Agreed. We need to add transfer support to budgets. Unfortunately, it's a huge effort (architectural level) so the reality is it's going to take some time for us to add it.mistertheplague said:Evening folks. I wrote up a post detailing a workaround to get reports (and by extension, budgets) in QM17 to recognize loan and escrow transfers. This workaround was first introduced to me by Snoopy FC. I've updated it to include the new loan module.
https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-2017-workaround-for-transfers-no...0 -
Marcus, what about adding the built-in Investments categories to budgets (e.g. Investments:Dividend Income)? Pretty painful budget income-category gap that makes Q2017 budgets useless for me so I hope that change doesn't involve architectural changes/advancements (i.e. small oversight and change that will be addressed soon).mistertheplague said:Evening folks. I wrote up a post detailing a workaround to get reports (and by extension, budgets) in QM17 to recognize loan and escrow transfers. This workaround was first introduced to me by Snoopy FC. I've updated it to include the new loan module.
https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-2017-workaround-for-transfers-no...0 -
mistertheplague said:
Evening folks. I wrote up a post detailing a workaround to get reports (and by extension, budgets) in QM17 to recognize loan and escrow transfers. This workaround was first introduced to me by Snoopy FC. I've updated it to include the new loan module.
https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-2017-workaround-for-transfers-no...We need to add transfer support to budgets.
@Marcus: how about reports as well?Quicken Premier Mac and Windows0 -
Hi Brett, Quicken Mac does a backup of the original file before the migration which you can find going to File>Show Backups in Finder>Automatic Backups (the path to the file is ~/Library/Application Support/Quicken 2017/Backups). Can you try to d-click on the backup file and try to migrate it again to 4.5.3? Let me know your results. If you are still having issues, I'll contact you offline with further instructions.bharkey said:When migrating my data file (from Quicken Mac 4.3.xx), I got this error "An error occurred during persistent store migration." Now I can't open my data file.
Help!0 -
I did try to re-migrate from a backup version, also with the same results. In the end, I downgraded to 4.4.3 and everything is working fine. My primary question now is whether I should wait for a new version beyond 4.5.3 or whether I need to do an export/import of my data file and re-update the app.bharkey said:When migrating my data file (from Quicken Mac 4.3.xx), I got this error "An error occurred during persistent store migration." Now I can't open my data file.
Help!0
