Quicken for Mac 2017 v4.5.4 Released
Comments
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Richard, The new loan feature will add adjustments automatically to connected accounts so that the downloaded account balance matches the register. This is a new feature of loans.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.0 -
HELOCs should be treated as credit cards in Quicken.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.0 -
John, I was able to test this and confirm I'm seeing the same thing you are. I guess we must have changed something to trigger the Start from scratch dialog. Not sure what but I'll write up a ticket and will chat with our dev team. Not sure when or if we can fix it but wanted to let you know I see the same behavior.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?
If you did want to move forward with 4.5.x, I can give you some suggestions to make it less painful (although it's not as easy as before). 1) When you get to the New screen simply go to the File menu and select Open Recent and pick your previous file. At the Intuit ID sign in, simply close it and then use Open Recent to open the file again. it won't prompt you on the second time. Thanks for reporting this issue.0 -
Re: HELOCs... if they are to be treated as credit cards, you might want to remove the option to change them to a HELOC loan!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.0 -
Marcus,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)
I hope you see this and pass it on to your developers.
I figured out how Quicken is calculating "Total Interest" shown in the Payment Schedule when you enter data for a loan that you've already been making payments for, and it's a bug.
Let L = loan amount, c = monthly interest, N = number of monthly payments made so far. Quicken is calculating (incorrectly) the Total Interest paid after N monthly payments as
Total Interest Quicken (wrong) = (L * c) * N
In the above, (L * c) is amount of interest paid with the first payment. Quicken is simply multiplying this by the number of payments made so far, which is not correct.
As mentioned in my previous post, the Total Interest after N monthly payments P of principal and interest should be:
Total Interest = P * N - (Total Principal paid after N payments)
Steve0 -
I updated to 4.5.4, switched my loans over to the new system, and updated my accounts. Then, due to unrelated computer problems, I had to reload macOS from scratch. I've reinstalled Quicken, but for some reason it won't update past 4.4.3.
As a result, it refuses to open my data file, indicating that I need to update Quicken...except when I click Quicken > Check for Updates..., it states, "You're up-to-date! Quicken 2017 4.4.3 is currently the newest version available."
How can I update my new installation of Quicken 2017 to 4.5.4?0 -
Just a nit with 4.5.4, not even enough to call a bug.
The blue dot indicating an updated account will remain in the Account List if you leave the account display and go to a report and then go to a different account.0 -
CJ: The reason you can't update to 4.5.4 currently is that they froze the update last week to investigate a reported bug affecting a very small number of people. They'll probably have a new release sometime next week, but that doesn't help you now. I'd suggest you contact Quicken Support (quicken.com/contact-support) to see if they can give you a way to download 4.5.4 in the meantime because of your circumstances.CJ said:I updated to 4.5.4, switched my loans over to the new system, and updated my accounts. Then, due to unrelated computer problems, I had to reload macOS from scratch. I've reinstalled Quicken, but for some reason it won't update past 4.4.3.
As a result, it refuses to open my data file, indicating that I need to update Quicken...except when I click Quicken > Check for Updates..., it states, "You're up-to-date! Quicken 2017 4.4.3 is currently the newest version available."
How can I update my new installation of Quicken 2017 to 4.5.4?Quicken Mac Subscription • Quicken user since 19930 -
I updated to 4.4.3 and one of my credit accounts is off by more than 40,000. I don't see any place keepers or balance adjustments. I thought all was good so I have downloaded a lot of transaction so I am afraid to go back to 2016. Not sure what to do.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 Kathryn0 -
Dang, you guys are good! Makes sense. I could always restore the old version from backup (I include applications in my backups), but I can probably just wait it out.CJ said:I updated to 4.5.4, switched my loans over to the new system, and updated my accounts. Then, due to unrelated computer problems, I had to reload macOS from scratch. I've reinstalled Quicken, but for some reason it won't update past 4.4.3.
As a result, it refuses to open my data file, indicating that I need to update Quicken...except when I click Quicken > Check for Updates..., it states, "You're up-to-date! Quicken 2017 4.4.3 is currently the newest version available."
How can I update my new installation of Quicken 2017 to 4.5.4?0 -
Moe do you know how to find the Placeholders? They are found at the beginning of the register , in light gray.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 Kathryn0 -
When you say the blue dot remains after you go to another account, is this after you have marked as "reviewed" the blue dot transactions in that account? I have found that the blue dot on my accounts has disappeared when I switch to another account even if I have not reviewed the tranactions. I always thought this was a weird behavior as my preference would be for the blue dot to remain if the account had any unreviewed transactions. I would like it to be as easy as possible to find downloaded transactions that I have not reviewed. Essentially similar to unacceptabled transactions in Quicken for Windows.0
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When you say the blue dot remains after you go to another account, is this after you have marked as "reviewed" the blue dot transactions in that account? I have found that the blue dot on my accounts has disappeared when I switch to another account even if I have not reviewed the tranactions. I always thought this was a weird behavior as my preference would be for the blue dot to remain if the account had any unreviewed transactions. I would like it to be as easy as possible to find downloaded transactions that I have not reviewed. Essentially similar to unacceptabled transactions in Quicken for Windows.cneal said:Just a nit with 4.5.4, not even enough to call a bug.
The blue dot indicating an updated account will remain in the Account List if you leave the account display and go to a report and then go to a different account.0 -
No, I never clear the indicator for how the transaction got into the register. I use the Clr column to manually reconcile. The blue dot or brown or blue pencil stays and is never removed.cneal said:Just a nit with 4.5.4, not even enough to call a bug.
The blue dot indicating an updated account will remain in the Account List if you leave the account display and go to a report and then go to a different account.
It worked like this....
1. Direct connect download from AmEx.
2. Check the account register to make sure the additions are valid.
3. Go to Reports to check something else.
4. Go to another account.
5. The blue dot in the Accounts list is still there.
It could be called a cosmetic problem.0 -
Did not find one, I did manually fix some unmatched transfer and found duplicates, so down to 31,569, but this discrepancy makes no sense. My online balance for a credit card would never be a positive number.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
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when I try to update online balance, Quicken locked up and I had to force quit.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 Kathryn0 -
ok that was the secret. I went back in my register to the time when I started showing a POSITIVE credit card balance. It was near the beginning of the account (2014). Quicken 2017 duplicated most, but not all, of my transfers to that account so I had 40,000 in duplicate payments. I went through and removed all the orphaned transfers and now I am balanced! I wish I had the last 2 hours of my life back!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 Kathryn0 -
I've adopted the use of Cash also. Happy that @jacobs shared his process.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.
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RickO - I'll check this when I get home The problem though is it is allowing me to make links in the category field. When I type [ it brings up the list of accounts, so linking is working. But it then inserts the word "Transfer" so if I type "sch" to start Schwab, I get a mess similar to t[schransfer which is useless.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 don't think it has anythng to do with the option, but again, I will double-check when I get home.0 -
Yes, this was reported as a bug with the release of 4.5.x, in this thread segment here :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.
https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-2017-v4-5-4-5-1-4-5-2-released?t...
It appears that the problem is that the cursor is simply placed in the wrong place so that continued data entry overwrites the Transfer text and messes things up. As a work-around, would it not work to simply reposition the cursor before further data entry?
Anyway, there has yet to be an acknowledgement by the Quicken team, so still needs addressing.
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(Canadian user since '92, STILL using QM2007)
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Will you give us more control of our backups please?
- I would like to put them in my \Quicken\Backup folder in OneDrive, not Quicken\Backup\Automatic backups, and not \Quicken\Automatic backups. I want ALL of my backups in one folder.
- I would prefer the word "automatic" be removed from the file name. I don't care who made the backup. I just want it to be the filename and date.
- I don't want QUicken deleting my automatic backups. This is a show stopper for me. I have reverted to manual backups once I realized Quicken was keeping only 5 and deleting all others.
- Path where it goes. Don't add anything to it. Put it exactly where I say per the path.
- Don't add anything to the name.
- Give me the option to limit the quantity. I know some will want to. I don't. I manually review my backup folder every few months and clean out what I want.
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Thanks for the link. I'll follow that thread. The workaround isn't helpful though. The bug isn't a showstopper, but it means you can no longer effectively use the keyboard to enter transfer information in the category field.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.
Well, never mind. Whatever you linked to is just a big list and I cannot figure out how to find the actual thread so I can follow it. This board is horrible. I am thankful Quicken is the only software I use that uses GetSatisfaction.0 -
This bug seems to persist, so I'm posting it here to make sure it's captured:
When my bank changes the name of my account (e.g., "Gold Card" to "Platinum Card"), the "Account Status" window reports an error (324, DEAD account) and transactions no longer download for these accounts. Resetting the connected services (Preferences->Advanced) doesn't fix it, nor does changing the connection type or deactivating and re-activating downloads (account settings). The only workarounds I've seen are to:
a) manually change the account names back to their original names on the bank website (not possible for some banks), or
b) export all data to a QXF file and then create a new file and import this file and reconnect all the accounts. (This works, except exporting to QXF doesn't maintain memos/notes or attachments.)
Can a future release *please* work in a means to reset the connection to a bank without having to re-create the file from scratch or losing memos/attachments? Pretty please?0 -
Moe, did this happen coming from an earlier release like 2007 or were you just upgrading from an older version of 2017 to 4.4.3?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 Kathryn0 -
Moe, did this happen coming from an earlier release like 2007 or were you just upgrading from an older version of 2017 to 4.4.3.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 Kathryn0 -
Michael Erb, we did detect an issue where account balances could change after upgrading to 4.5 which is why we pulled the release. In 4.5 we added a fix to a previous issue where splits didn't add up to the transaction amount total. This shouldn't even be possible but it could occur if you happen to drag your transactions around on a particular day and there's a transfer associated with that transaction. In trying to clean up people's files we now do a data integrity check and make sure the math adds up correctly. For the most part, this is working well but for some, they have a single split line that has a different amount than the transaction total. Again, this shouldn't be possible and we're not even sure how people's files got into this state but we found this out from customers who reported a balance problem. Our upcoming fix will take this into account and change the single split line to match the transaction value. We'll also fix people's files that are already in this state.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 Kathryn0 -
Michael Erb, we did detect an issue where account balances could change after upgrading to 4.5 which is why we pulled the release. In 4.5 we added a fix to a previous issue where splits didn't add up to the transaction amount total. This shouldn't even be possible but it could occur if you happen to drag your transactions around on a particular day and there's a transfer associated with that transaction. In trying to clean up people's files we now do a data integrity check and make sure the math adds up correctly. For the most part, this is working well but for some, they have a single split line that has a different amount than the transaction total. Again, this shouldn't be possible and we're not even sure how people's files got into this state but we found this out from customers who reported a balance problem. Our upcoming fix will take this into account and change the single split line to match the transaction value. We'll also fix people's files that are already in this state.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 Kathryn0
