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Not currently possible. You can add your VOTE to Add Ability to Include or Exclude Transfers on Budgets.Brad C said:Thank you for fixing the loan issue... that was a much needed upgrade. I just transitioned to Quicken Mac after more than 10 years on the Windows version, so it was very frustrating to not have that feature.
Along those same lines, is it possible to budget transfers for other asset accounts? For example, I like my budget to reflect cash transfers in my 401K, HSA, 529s, etc. It really throws off my budget each month that I can't see those cash transfers to the various deferred accounts.
John, as I think was pointed out in the previous thread, running your data file on a server has never been supported. It may have worked fine for you, and you are indeed lucky, but it's important to understand that it's not recommended or supported. And because of that, I would not expect the Quicken developers to spend time trying to replicate any such issues. I know that may be frustrating for you, but I'm just trying to provide as straightforward an answer as possible based on what they've previously said.John Pane said:Hi Marcus, I was wondering if I should expect any response to my detailed post in the prior thread regarding new difficulties accessing Quicken data off an AFP server?
@jacobs the point was made and acknowledged in the prior thread -- no need to repeat it here.John Pane said:Hi Marcus, I was wondering if I should expect any response to my detailed post in the prior thread regarding new difficulties accessing Quicken data off an AFP server?
Couldn't agree more with this - we have to be able to include the outbound half of the loan payments in budgets...OR...tell budgets which accounts to include and not include.Brad C said:Thank you for fixing the loan issue... that was a much needed upgrade. I just transitioned to Quicken Mac after more than 10 years on the Windows version, so it was very frustrating to not have that feature.
Along those same lines, is it possible to budget transfers for other asset accounts? For example, I like my budget to reflect cash transfers in my 401K, HSA, 529s, etc. It really throws off my budget each month that I can't see those cash transfers to the various deferred accounts.
Yes, we turned reconcile off for loans because we felt most people reconciled their checking account where they make their mortgage payments and not the loan itself. Do you reconcile your actual loan account?km-nm said:I like the new loan features, but with 4.5.4 (Build 45.17432.100), it seems I can no longer Reconcile my loan accounts. Is this expected?
Great points. We realize that one of the biggest holes in the product is the reporting capabilities. We continue to work on it. It would be great to see if others agree with you that this specific area is a top feature we should work on. Possibly write it as a separate suggestion and let people vote it up.Jim Jones said:A significant bug has still not been fixed that has been reported long ago. When "Show Memo/Notes" is set in a Category Summary report that memo/notes column does not get included in the exported data with the Export CSV button.
Also disappointed that users still cannot choose to show other columns in a Category Summary report (like Check#), change column order and widths, and export to CSV all that is shown. But I'd be happy if the exported CSV included ALL unseen columns since we can use a spreadsheet app to delete what is unnecessary and reorder/resize columns to create a desired report.
John, I'll take a look. Your issue is going to take more time to digest. I have no clue why you would see different behavior in this version. Like I said, we didn't change anything in this area. Possibly Apple changed something or heightened their security in the OS which is now preventing your situation from working but I'll read through it in more depth.John Pane said:Hi Marcus, I was wondering if I should expect any response to my detailed post in the prior thread regarding new difficulties accessing Quicken data off an AFP server?
We changed the scheduled transaction code in support of Loans so something could have impacted other areas of the product. Thanks for reporting this. Anyone else seeing this issue? I'll try to reproduce this and will let you know if I can make it happen. I may have more questions for you.Pamela Dellal said:I installed the latest update, and was horrified to see that the program rewrote some reconciled transactions as different amounts! Specifically, recurring transactions that had changed their amounts in 2017 were recorded as the 2016 amounts, even for bank transactions that had cleared correctly. There did not seem to be any way to fix these numbers, so I had to back out and restore my previous Quicken version and data file.
Thank you Marcus, I appreciate your attention to this. As a note, once I revert back to Quicken 4.4.3 I have no problems resuming my longstanding workflow. So it does not seem to have been something changed by Apple.John Pane said:Hi Marcus, I was wondering if I should expect any response to my detailed post in the prior thread regarding new difficulties accessing Quicken data off an AFP server?
Home Equity Line of Credit (HELOC) accounts are always grouped with Credit Cards because they act like credit cards. The mortgage should have turned into a loan but it depends on what the bank/account aggregator tells us. Quicken doesn't actually choose the type of account. I'll contact you via email and possibly you can share your HTTP log with us. That will tell us the account type that was sent.Eran Pilovsky said:I updated to Version 4.5.4 (Build 45.17432.100) and connected with First Republic to connect mortgage loan and equity line accounts. Both accounts get grouped into Credit Cards. These should be in property & debt.
Loan, or liability accounts, in QM2007 are not reconciled, per se, but I do reconcile them against the banks statements and often require to make minor adjustments to the account due to differences in interest calculations. This is simply entered as an adjustment. So QM2007 allows entering adjustments, which marks all transactions to that point reconciled.km-nm said:I like the new loan features, but with 4.5.4 (Build 45.17432.100), it seems I can no longer Reconcile my loan accounts. Is this expected?
This did not happen in a loan account, but in my Checking account. The affected transactions, as I stated, had been different amounts in 2016 but were recreated as new recurring transactions in 2017.Pamela Dellal said:I installed the latest update, and was horrified to see that the program rewrote some reconciled transactions as different amounts! Specifically, recurring transactions that had changed their amounts in 2017 were recorded as the 2016 amounts, even for bank transactions that had cleared correctly. There did not seem to be any way to fix these numbers, so I had to back out and restore my previous Quicken version and data file.
Yup, being able to budget transfers or select accounts to budget is at the top of the list for things we want to add but please also vote for the feature as suggested by smayer97.Brad C said:Thank you for fixing the loan issue... that was a much needed upgrade. I just transitioned to Quicken Mac after more than 10 years on the Windows version, so it was very frustrating to not have that feature.
Along those same lines, is it possible to budget transfers for other asset accounts? For example, I like my budget to reflect cash transfers in my 401K, HSA, 529s, etc. It really throws off my budget each month that I can't see those cash transfers to the various deferred accounts.
@Quicken MarcusJim Jones said:A significant bug has still not been fixed that has been reported long ago. When "Show Memo/Notes" is set in a Category Summary report that memo/notes column does not get included in the exported data with the Export CSV button.
Also disappointed that users still cannot choose to show other columns in a Category Summary report (like Check#), change column order and widths, and export to CSV all that is shown. But I'd be happy if the exported CSV included ALL unseen columns since we can use a spreadsheet app to delete what is unnecessary and reorder/resize columns to create a desired report.
It would be great to see if others agree with you that this specific area is a top feature we should work on.Which one? @Jim Jones mentioned several features...many of which are already listed in the IDEAs section.
Oops. I lost what I wrote previously. I'll try to rewrite this. I wanted to learn more about the errors. Where are you seeing them? Is there an error code associated with it. Also, I don't think the payment amount would impact sync since we don't send that information back to the banks.JSH56 said:Great update. Like the new loan capability.
HOWEVER, I am now getting Loan Sync Errors on Principal and Interest. I think it is due to the fact that the loan payment calculated by Quicken is different than my actual loan payments. How can this be remedied? (I tried to add principal, but in one case, the calculated loan payment is too high)
Thanks for that feedback.km-nm said:I like the new loan features, but with 4.5.4 (Build 45.17432.100), it seems I can no longer Reconcile my loan accounts. Is this expected?
Good point, it would be better to simply vote up the features he would like to see us implement in the ideas section.Jim Jones said:A significant bug has still not been fixed that has been reported long ago. When "Show Memo/Notes" is set in a Category Summary report that memo/notes column does not get included in the exported data with the Export CSV button.
Also disappointed that users still cannot choose to show other columns in a Category Summary report (like Check#), change column order and widths, and export to CSV all that is shown. But I'd be happy if the exported CSV included ALL unseen columns since we can use a spreadsheet app to delete what is unnecessary and reorder/resize columns to create a desired report.
Understood. Scheduled transactions in a checking account were changed so that if you edit them, they also update the loan details. When we change something it could impact other things which is why I brought up loans.Pamela Dellal said:I installed the latest update, and was horrified to see that the program rewrote some reconciled transactions as different amounts! Specifically, recurring transactions that had changed their amounts in 2017 were recorded as the 2016 amounts, even for bank transactions that had cleared correctly. There did not seem to be any way to fix these numbers, so I had to back out and restore my previous Quicken version and data file.
To direct you on this, you can add your VOTE to:Jim Jones said:A significant bug has still not been fixed that has been reported long ago. When "Show Memo/Notes" is set in a Category Summary report that memo/notes column does not get included in the exported data with the Export CSV button.
Also disappointed that users still cannot choose to show other columns in a Category Summary report (like Check#), change column order and widths, and export to CSV all that is shown. But I'd be happy if the exported CSV included ALL unseen columns since we can use a spreadsheet app to delete what is unnecessary and reorder/resize columns to create a desired report.
I just tried it on my Mac with Q17 v4.5.4 on one of my Investing->Brokerage accounts which had some downloaded transactions that are still not reviewed. When I filter to show "not reviewed" I see all items with a blue dot (reviewed) and the diagonal bar(?) image (flagged for review) in the reviewed column, but all items that are blank in that column disappear. If I change the status for one of these to Reviewed it immediately disappears. So it works as one would expect. I also tried this on a non-brokerage account (Cash) and flagged some items for review and the filtered worked the same way.David Argust said:Marcus,
I had posted this in the prior thread, but did not get any response. Is this something unique to me?
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I was just notified to download the latest release of Quicken for Mac. I performed the download and am now on release 4.5.4
In my previous use I go to the All Transactions view with the filter set to "Not Reviewed" to see my not reviewed transactions. In this new release this filter does not seem to work as I now continue to see all transactions both reviewed and not reviewed.
Thanks for any help you can offer.
the voting mechanism is pretty cumbersome and only now am I finally figuring out some of its intricacies. In the past I clicked on the wrong link and missed all of the report-specific individual requests that were aggregated. The take away here is that for every vote anything gets, it is the tip of the iceberg of others who never found their way to the individual page in which they could vote.Jim Jones said:A significant bug has still not been fixed that has been reported long ago. When "Show Memo/Notes" is set in a Category Summary report that memo/notes column does not get included in the exported data with the Export CSV button.
Also disappointed that users still cannot choose to show other columns in a Category Summary report (like Check#), change column order and widths, and export to CSV all that is shown. But I'd be happy if the exported CSV included ALL unseen columns since we can use a spreadsheet app to delete what is unnecessary and reorder/resize columns to create a desired report.