Quicken for Mac 2017 v4.5, 4.5.1, 4.5.2 & 4.5.3 Released

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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!

Hi Brett, thanks for providing the information. Sounds like there is something within your data file that is causing the migration to fail. In order for us to help troubleshoot the issue, we would need to obtain your backup file and resulting migrated file that does not open in 4.5.3. If you're willing, let me know and I can send you a separate email.

brberro

After Upgrading the blue dots on both the account list and in the transaction register signifying downloaded transaction are now not appearing. 

Quicken Marcus

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...

Agree, that we need to add investment (especially dividend) and transfers to budget and reports.

Quicken Marcus

I'm not able to reproduce this.  Does this happen all of the time or just sometimes?  Also what version are you using 4.5.3 or something else?  Thanks.

Quicken Marcus

brberro said:

After Upgrading the blue dots on both the account list and in the transaction register signifying downloaded transaction are now not appearing. 

I'm not able to reproduce this.  Does this happen all of the time or just sometimes?  Also what version are you using 4.5.3 or something else?  Thanks. 

brberro

brberro said:

After Upgrading the blue dots on both the account list and in the transaction register signifying downloaded transaction are now not appearing. 

After I posted this I checked and it still showed 4.43 even though I i had received the notification about the 4.5.3 upgrade and clicking upgrade a couple days ago. Now I can't get it too open - Now when i click icon i get a Quicken Unexpectedly Quit the last time it was run error, i click ok and then get a Quicken 2017 Quit Qnexpectedly error - click reopen and start this process all over again. 

Unknown

Matt said:

As a consultant who helps clients on macOS, the way you have handled the 4.5 rollout has been frustrating. I have clients who have several machines within a single office, some of whom have received the update, some of whom have not. These are really beta releases. 4.5.1 and 4.5.2 are really bug fixes for a 4.5 beta, not actual updates. You might want to consider giving people an option in Preferences to get beta updates, rather than releasing beta software to a small and unsuspecting number of clients. 

 "When we release to customers, we believe everything is working as designed and that people won't run into issues."
Your own experience, as documented here, shows this is not the case.
You are using the customer as a guinea pig.
It just shows you have no adequate testing  methodologyresources for debugging new software.

Mike Molloy

Has 4.5x been released to everyone? I still have 4.4.3 and haven't been offered an update. 

mistertheplague

Like the Category Summary report, the new Transaction Summary report also ignores ReinvDiv, Reinv LT/ST CG, and LT/ST CG, while recognizing interest income and dividends paid but not reinvested. I backtested the report to last year to confirm non-recognition of capital gains categories. All tags and payees are set to "none" in the customization window. 

jacobs

Matt said:

As a consultant who helps clients on macOS, the way you have handled the 4.5 rollout has been frustrating. I have clients who have several machines within a single office, some of whom have received the update, some of whom have not. These are really beta releases. 4.5.1 and 4.5.2 are really bug fixes for a 4.5 beta, not actual updates. You might want to consider giving people an option in Preferences to get beta updates, rather than releasing beta software to a small and unsuspecting number of clients. 

@fanfare, I respectfully think you're off base here. They do beta test. I'm a beta tester. But just because I, or a few hundred other beta testers, didn't encounter a particular problem doesn't mean there aren't any bugs that will surface for other users. The different ways people use Quicken, the 14,000+ different financial institutions Quicken interfaces with, the data files that have been upgraded through many different versions -- all this combines to mean there are so many different situations that bugs can be present which don't turn up in Quicken's internal testing or beta testing.

That doesn't mean customers are guinea pigs -- or at least any more so than with any other software. I never download iOS or macOS updates when they are first released, because I want to see if any major bugs surface when early adopters start using new releases.

jacobs

Mike Molloy said:

Has 4.5x been released to everyone? I still have 4.4.3 and haven't been offered an update. 

Mike: No, this release -- and every release -- is staged to make sure there aren't major problems that surface. That means they release to 1,000 or 2,000 users, and then stop the release for a day or two to see if there are reports of users running into  major problems. If there are no big problems reported through this weekend, I'd guess that they will finally open the current 4.5.3 release to everyone early next week.

Unknown

Mike Molloy said:

Has 4.5x been released to everyone? I still have 4.4.3 and haven't been offered an update. 

Otherwise know as unsolicited unknowing beta testers.

jacobs

Mike Molloy said:

Has 4.5x been released to everyone? I still have 4.4.3 and haven't been offered an update. 

It's really no different than anyone who downloads an iOS update, macOS update, MS Office update, etc. on the first day they're available. It either works okay, or if there's a bug affecting a lot of people or with really bad impact, they pull the release and rush out a quick fix. In Quicken's case, they simply build in a planned pause on Day One to see if there are any reports of such a problem, so they can avoid inconveniencing the entire user base.

Unknown

Mike Molloy said:

Has 4.5x been released to everyone? I still have 4.4.3 and haven't been offered an update. 

Rolling out an OS update isn't the same as a Quicken Mac update...because a specific number of users are allowed to "beta" test the update and then if all goes well enough, Quicken releases it to everyone.

In an OS update, Win or Mac, it's released to everyone.  

I still don't like the idea of Quicken having it's users unknowingly be beta testers for their software. 

jacobs

Mike Molloy said:

Has 4.5x been released to everyone? I still have 4.4.3 and haven't been offered an update. 

I think you missed my point. We're essentially all beta testers for all software. Apple and Microsoft release software with bugs and then release patches; in the worst cases, they have halted releases when critical bugs have surfaced quickly.


How would it be better if Quicken released to everyone at once? If a problem is discovered -- as was the case with this latest Mac release -- tens of thousands of people would have updated and then needed a fix; instead, only one thousand people got it before the problem was discovered. Why do you think it's worse that everyone didn't get the release right away?

mistertheplague

The new feature to adjust the transaction total to the sum of the current split values is a nice upgrade. Especially handy for entering long splits, as well as for going back into a split to add a new value. Very easy to delete the remainder split line and have the total update. Good job. 

smayer97

mistertheplague said:

Like the Category Summary report, the new Transaction Summary report also ignores ReinvDiv, Reinv LT/ST CG, and LT/ST CG, while recognizing interest income and dividends paid but not reinvested. I backtested the report to last year to confirm non-recognition of capital gains categories. All tags and payees are set to "none" in the customization window. 

Too bad...opportunity to do it right on the first go but come up short...here's waiting some more for full-featured reporting. It is moving forward, but sometimes the wait is so long, increasing the risk for us QM2007 hold-backs.

Unknown

Mike Molloy said:

Has 4.5x been released to everyone? I still have 4.4.3 and haven't been offered an update. 

Given the feature and usage issues being experienced and discussed in is this overall Thread, these 4.5.x versions are Betas, not gold-standard iterations with just a few, minor bugs. And, given the nature of Quicken's limited release approach, all those early 4.5.x versions should have been labeled as Betas  and thus, informing and enabling knowledgeable decisions about proceeding.

jacobs

Mike Molloy said:

Has 4.5x been released to everyone? I still have 4.4.3 and haven't been offered an update. 

So what is your solution? This release had been in beta for a long time; it *was* beta tested. The Quicken team thought it was ready for release. And then it turned out as more people started using it that there were issues that didn't come up during beta testing. So what's the solution? Fire the beta testers for not having loan accounts that exposed the issues that showed up after wider release? Call every release a beta to cover their butts just in case there's an issue?

smayer97

Mike Molloy said:

Has 4.5x been released to everyone? I still have 4.4.3 and haven't been offered an update. 

 Call every release a beta to cover their butts just in case there's an issue?

No but if a release is not a wide release, most other companies do call this a beta release, so they might seriously consider doing the same. As Matt suggests here, it is simply about making the process more visible, with an opt-in approach. 

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

Unknown

Mike Molloy said:

Has 4.5x been released to everyone? I still have 4.4.3 and haven't been offered an update. 

Ditto

Elarie

Will there be a Canadian version of Quicken for Mac 2017?

zwzlife

zwzlife said:

Where is new Loan feature? Our mortgage has been paid off, but we do have a Line of Credit.

Thanks Marcus. This made it clear.

zwzlife

Elarie said:

Will there be a Canadian version of Quicken for Mac 2017?

Quicken for Mac is for both US and Canadian. I am a Canadian user, and the application works great. We cannot download transactions from most of the Canadian banks directly, and have to use the Web download, but this is not a Quicken issue.

smayer97

Elarie said:

Will there be a Canadian version of Quicken for Mac 2017?

You can download from all the major ones, and a few smaller ones too. The only thing that would be unique to a Canadian version is having links from categories to tax forms. But there is no Mac version of TurboTax for Canada.

So I would advise keeping the current so-called US version of QMac and adding any features you think may be unique to Canada, as has been the case with older versions of QMac.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

Robert B

Week three, day three, since the 4.5 debut.  Still no offer to update.  How much longer to the public release? 

Unknown

Robert B said:

Week three, day three, since the 4.5 debut.  Still no offer to update.  How much longer to the public release? 

You should be happy you haven't downloaded it.  Quicken rolls out it's upgrades in stages now to a limited number of users...to make sure that there aren't problems with the update.

If there are problems, they will "pull" the update back and the rest of you don't get it until the problems are fixed.  

Connect the dots.

Quicken Marcus

mistertheplague said:

The new feature to adjust the transaction total to the sum of the current split values is a nice upgrade. Especially handy for entering long splits, as well as for going back into a split to add a new value. Very easy to delete the remainder split line and have the total update. Good job. 

Thanks for the feedback.  It's good to hear nice things too and not only issues.  By the way, that is probably the most complex split I've ever seen.  Cool!

Quicken Marcus

brberro said:

After Upgrading the blue dots on both the account list and in the transaction register signifying downloaded transaction are now not appearing. 

Oh no.  That doesn't sound good.  Let me reach out to you if someone hasn't done so already.

Quicken Marcus

Mike Molloy said:

Has 4.5x been released to everyone? I still have 4.4.3 and haven't been offered an update. 

I think you guys are missing a big point which is every software company does a staged release.  Apple, Microsoft, Adobe, Facebook, Google and everyone.  Do you think Facebook releases an update to 2 billion people all at the same time?  No way.  Most of the times you don't realize it.  We've done this for years.  The only difference is that this release has been unexpectedly buggy which is totally our fault.  I can see why you might feel like beta testers but I assure you this was not planned is not something we want to repeat.