Quicken for Mac 2017 v4.5.4 Released

qmac_scott

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. 

Ok thank you. I appreciate you keeping us updated!

Snoopy FC

edhans said:

This build has messed up entering transfers. In the previous one (the one that was out for months before the 4.5 cycle) in the account field I could enter, for example:
[s

It would then show me all accounts to transfer to that started with an "S" and I could move down the list with the cursor and select the one I wanted, or I could type additional letters to narrow the list further.

Now when I type [s, it automatically fills in Transfer:[ but sticks my cursor in the middle of the word Transfer and further tying must makes a mess of it. So essentially all typing [ does now is give me a list of all of my accounts which is useless.

Bring back the old behavior please.

I noticed the same problem. Appears to be something that arose with 4.5.x.

smayer97

Straz said:

You report having gotten a lot of complaints before about splits changing the first split line from others, but for me, the previous behavior of updating the first split line to keep the overall total unchanged was exactly what I wanted. Since the upgrade, my current cash entry, in which I start with $500 from my bank's ATM, and later document where it all went, is no longer automatically in the first line to keep the total unchanged. Instead, it adds a correcting entry to the bottom each time I add a detail line, forcing me to use a calculator to figure out the needed correction to apply manually to the first line of the split after my changes. If I understand correctly, this won't happen the next time I create such an entry, so long as I never manually edit that first line's amount. We'll see. Meanwhile, I wish there were an option to turn off the new behavior for those of us that liked it the old way.

Yes I do likewise...much better.

Straz

Straz said:

You report having gotten a lot of complaints before about splits changing the first split line from others, but for me, the previous behavior of updating the first split line to keep the overall total unchanged was exactly what I wanted. Since the upgrade, my current cash entry, in which I start with $500 from my bank's ATM, and later document where it all went, is no longer automatically in the first line to keep the total unchanged. Instead, it adds a correcting entry to the bottom each time I add a detail line, forcing me to use a calculator to figure out the needed correction to apply manually to the first line of the split after my changes. If I understand correctly, this won't happen the next time I create such an entry, so long as I never manually edit that first line's amount. We'll see. Meanwhile, I wish there were an option to turn off the new behavior for those of us that liked it the old way.

Thanks! I just set up a cash account, and it looks like that will work well, and have the additional advantages you mentioned. Guess I won't care about the changed behavior I reported any longer.

Unknown

RickO said:

Just updated to 4.5.4. It went smoothly except that my investment balances where all out of whack.

On further investigation, I found that opening balance placeholder transactions had been entered in several of the accounts. In one case, there was a $300,000+ positive opening balance adjustment added for an account that has an approximate $4,000 balance.

After deleting these erroneous placeholders, all balances returned to normal. Note that this only affected the cash balances in the accounts, not the quantities of security holdings.

I had some odd adjustments added to my home loan after conversion as well. Weird.

David Argust

David Argust said:

Marcus,

I had posted this in the prior thread, but did not get any response.  Is this something unique to me?

==============================================

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.

Thanks for the update Marcus.

Michael Erb

I'm just not getting the mortgage capability.

I had my Mortgage and HELOC set up already prior to v4.5.4 being released. Now that I have upgraded to 4.5.4, I'm not seeing anything different in my Mortgage or HELOC. I don't see the graphs that are in the HELP file. I don't see amortization tables. Do I have to do something to get there?

My Morgage and HELOC are through American Airlines Federal Credit Union. Both are currently showing up unde r  the Credit Card heading as Line of Credit and the drop down for account type does not have Mortgage or Home Equity as choices.

Confused.

smayer97

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.

@Quicken Marcus did you notice my posts above, especially the ones regarding the categorized lists of Ideas and about lost votes? Just want to know if you are aware of them and how much benefit they might be to you?

kingfisher500

RickO said:

@Marcus.... A bug has been introduced in 4.5.4 that causes an investment quote update to be triggered when a Pay Now action on a Direct Connect Bill Pay checking account transaction has completed. This should not occur when the user has automatic quote download disabled in Preferences. 

For more detail, see here:

https://getsatisfaction.com/quickencommunity/topics/qmac-2017-v4-5-4-bill-pay-manage-investments-bug...

I don't think the FI matters. Mine is BB&T. Note that this happens with Direct Connect and Pay Now. It does not happen if the transaction is Saved and then sent by updating the FI Account.

Steve122@

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)

One other thing. I entered my loan by converting a liability account to a mortgage account. So the first payment date was in 2013.

The payment schedule created by Quicken all looks okay EXCEPT Total Interest. It seems that this should be given by

   Total Interest = (monthly payment) * (number of payments) - (Total Principal)

With my numbers this gives

  Total interest = ($2,618.54 * 53) - $96,068.45 = $42,714.17

But the payment schedule says Total Interest = $48,343.98

Any ideas why there is a discrepancy?

Unknown

RickO said:

Just updated to 4.5.4. It went smoothly except that my investment balances where all out of whack.

On further investigation, I found that opening balance placeholder transactions had been entered in several of the accounts. In one case, there was a $300,000+ positive opening balance adjustment added for an account that has an approximate $4,000 balance.

After deleting these erroneous placeholders, all balances returned to normal. Note that this only affected the cash balances in the accounts, not the quantities of security holdings.

I had an issue as well where several "placeholders" were put into my investment accounts that weren't there before. It was easy to remove them and restore the balances, BUT, now I have two securities that were sold yeras ago showing up in the portfolio with zero balances.

Another issue is everytime I start the program, I am greeted with the "Let's Get Started" screen.

Unknown

How do I get this update?  When I click on Quicken-->Check for Updates, I get a pop-up saying that I am up to date with version 4.4.3.  But that's clearly incorrect.

Unknown

Marty said:

How do I get this update?  When I click on Quicken-->Check for Updates, I get a pop-up saying that I am up to date with version 4.4.3.  But that's clearly incorrect.

No, I purchased it from Amazon, and installed it from a disc (not a download).

Unknown

Marty said:

How do I get this update?  When I click on Quicken-->Check for Updates, I get a pop-up saying that I am up to date with version 4.4.3.  But that's clearly incorrect.

Thanks.  I'm not in any great hurry anyway, given that there seem to have been some issues in 4.5.4.  It's hard to know just when to apply the updates; I appreciate fixes and features, but not at the expense of breaking something.

Quicken Kathryn

Hi All,
The 4.5.4 release has been temporarily removed while the team investigates an issue with register balance irregularity; it appears that not all users experience this issue, but the team wants to ensure that no calculation errors occur with the product.

In the interim, if you try to update your Mac product, you'll see version 4.4.3.

Thanks for your patience!
Quicken Kathryn

Quicken Marcus

RickO said:

@Marcus.... A bug has been introduced in 4.5.4 that causes an investment quote update to be triggered when a Pay Now action on a Direct Connect Bill Pay checking account transaction has completed. This should not occur when the user has automatic quote download disabled in Preferences. 

For more detail, see here:

https://getsatisfaction.com/quickencommunity/topics/qmac-2017-v4-5-4-bill-pay-manage-investments-bug...

Yup. We've confirmed that the quotes appear.  Thanks for reporting this issue.

Quicken Marcus

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. 

We've had a beta customer report a similar issue as Pamela which is why we've stopped the 4.5 release.  He let us look at the file and we now know why his file is exhibiting the wrong balances.  We're not quite sure how to replicate Pamela's issue but she's been very kind in answering our questions.  We're still working on it.

Quicken Marcus

smayer97 (QM2007, CDN user since '92) said:

@Quicken Marcus As per your request here: 
https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-2017-v4-5-4-5-1-4-5-2-released?t...
here is another user find their Category preference being changed from Long to Short:
https://getsatisfaction.com/quickencommunity/topics/with-q-2017-v-4-5-4-sub-categories-are-on-longer...

Not sure why some people are seeing preference changes.  I don't think we changed anything there.  Is everyone seeing that issue?

Quicken Marcus

Michael Erb said:

I'm just not getting the mortgage capability.

I had my Mortgage and HELOC set up already prior to v4.5.4 being released. Now that I have upgraded to 4.5.4, I'm not seeing anything different in my Mortgage or HELOC. I don't see the graphs that are in the HELP file. I don't see amortization tables. Do I have to do something to get there?

My Morgage and HELOC are through American Airlines Federal Credit Union. Both are currently showing up unde r  the Credit Card heading as Line of Credit and the drop down for account type does not have Mortgage or Home Equity as choices.

Confused.

HELOCs are not considered loans in Quicken.  They are considered credit cards.  For your mortgage, you can definitely convert that to a loan.  Loans are a new account type.  If your mortgage was set up as a liability account you should have seen the Convert to Loan screen.  If you didn't see that screen, you can always go to the account settings and select Convert to Loan button to make it a loan.

krm11

smayer97 (QM2007, CDN user since '92) said:

@Quicken Marcus As per your request here: 
https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-2017-v4-5-4-5-1-4-5-2-released?t...
here is another user find their Category preference being changed from Long to Short:
https://getsatisfaction.com/quickencommunity/topics/with-q-2017-v-4-5-4-sub-categories-are-on-longer...

None of my preferences changed from 4.4.3 to 4.5.4 either.

Concordman

No preference changes going from 4.4.3 to 4.5.4

James Sapp

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)

It's an unusual to see a mortgage with a fixed interest payment, so I don't understand your math a multiplying an interest payment by the number of months you have paid. Typically interest payments start high and get smaller because the balance of the mortgage gets lower as principal payments are made. You could refer to the payment schedule to see the monthly interest payment. 

Michael Erb

Quicken Kathryn said:

Hi All,
The 4.5.4 release has been temporarily removed while the team investigates an issue with register balance irregularity; it appears that not all users experience this issue, but the team wants to ensure that no calculation errors occur with the product.

In the interim, if you try to update your Mac product, you'll see version 4.4.3.

Thanks for your patience!
Quicken Kathryn

i have an account that suddenly was several thousand dollars out of wack. Before I waste time trying to re-reconcile everything, what should I do? Just wait for Quicken to figure out what's going on or do you want to see my datafile?

Michael Erb

Michael Erb said:

I'm just not getting the mortgage capability.

I had my Mortgage and HELOC set up already prior to v4.5.4 being released. Now that I have upgraded to 4.5.4, I'm not seeing anything different in my Mortgage or HELOC. I don't see the graphs that are in the HELP file. I don't see amortization tables. Do I have to do something to get there?

My Morgage and HELOC are through American Airlines Federal Credit Union. Both are currently showing up unde r  the Credit Card heading as Line of Credit and the drop down for account type does not have Mortgage or Home Equity as choices.

Confused.

I called tech support today and was instructed to change both the HELOC and Mortgage to Liabilities and only after I had done that was the option to Convert to Loan available for me to click on. 

So now I'm getting conflicting information from you as to what the HELOC should be categorized as compared to what Tech Support told me on the phone.

Unknown

Michael Erb said:

I'm just not getting the mortgage capability.

I had my Mortgage and HELOC set up already prior to v4.5.4 being released. Now that I have upgraded to 4.5.4, I'm not seeing anything different in my Mortgage or HELOC. I don't see the graphs that are in the HELP file. I don't see amortization tables. Do I have to do something to get there?

My Morgage and HELOC are through American Airlines Federal Credit Union. Both are currently showing up unde r  the Credit Card heading as Line of Credit and the drop down for account type does not have Mortgage or Home Equity as choices.

Confused.

Mortgage works fine as a loan IF you set it up correctly. The HELOC, even though it has such a setting, seems to get screwed up by changing over so I changed back. BUT ... I didn't spend much time playing with the HELOC either ... I figured since it worked fine as a "credit card" I'd leave it that way.

The only reason I changed the mortgage to a loan is so that the amortization would be correct. I didn't try using it as a liability and downloading the transactions from the mortgage company, though, which may have done the same thing (as does the HELOC).

I'm pretty satisfied with QM2017.

Unknown

Quicken Kathryn said:

Hi All,
The 4.5.4 release has been temporarily removed while the team investigates an issue with register balance irregularity; it appears that not all users experience this issue, but the team wants to ensure that no calculation errors occur with the product.

In the interim, if you try to update your Mac product, you'll see version 4.4.3.

Thanks for your patience!
Quicken Kathryn

Look for weird entries as adjustments. Mine had them on a loan. I honestly have no clue if they were there when I converted from QM2007 or if they were added later, but removing the adjustments made everything fine.

Steve122@

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)

Hi James,

The monthly payments in my calculation includes principal + interest. So,

(monthly payment) * (number of payments made) = Total Principal + Total Interest 

that has been paid so far.  From the payment schedule, Quicken showed the correct Total Principal paid. So, if I subtract that off, I will get the Total Interest that I paid.  This doesn't agree with the Total Interest that is shown in the payment schedule.

Steve

Mike Molloy

RickO said:

Just updated to 4.5.4. It went smoothly except that my investment balances where all out of whack.

On further investigation, I found that opening balance placeholder transactions had been entered in several of the accounts. In one case, there was a $300,000+ positive opening balance adjustment added for an account that has an approximate $4,000 balance.

After deleting these erroneous placeholders, all balances returned to normal. Note that this only affected the cash balances in the accounts, not the quantities of security holdings.

I have this problem, too, using Version 4.5.5 (Build 45.17476.100)

I have an account that after updating, had an "Add Shares" transaction from when the acct was created. I can delete the transaction, but it returns when I next update the account. 

It's confusing, because the added shares are from a security that changed names since the acct started. (MHFI --> SPGI). 

Probably didn't do it exactly right, but made some correcting transactions to account for the shares coming in on the Add Shares, and it seems to have corrected things, even after another update. 

Concordman

smayer97 (QM2007, CDN user since '92) said:

@Quicken Marcus As per your request here: 
https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-2017-v4-5-4-5-1-4-5-2-released?t...
here is another user find their Category preference being changed from Long to Short:
https://getsatisfaction.com/quickencommunity/topics/with-q-2017-v-4-5-4-sub-categories-are-on-longer...

No changes in preference settings after upgrade

Concordman

Straz said:

You report having gotten a lot of complaints before about splits changing the first split line from others, but for me, the previous behavior of updating the first split line to keep the overall total unchanged was exactly what I wanted. Since the upgrade, my current cash entry, in which I start with $500 from my bank's ATM, and later document where it all went, is no longer automatically in the first line to keep the total unchanged. Instead, it adds a correcting entry to the bottom each time I add a detail line, forcing me to use a calculator to figure out the needed correction to apply manually to the first line of the split after my changes. If I understand correctly, this won't happen the next time I create such an entry, so long as I never manually edit that first line's amount. We'll see. Meanwhile, I wish there were an option to turn off the new behavior for those of us that liked it the old way.

@jacobs great idea, thank you for mentioning it here