Quicken for Mac 2017 v4.5.4 Released

Quicken Marcus

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?

Also, we never delete your old version of the app but instead it's moved to the trash.  In addition, support has the ability to give you a link to get the latest version.  We hope to have 4.5.6 ready for release to a few thousand people on 5/31 and hopefully to everyone on 6/1.

Quicken Marcus

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.

Thanks for reporting this.  The blue dot should disappear after you click on the account again and switch to another account.

Quicken Marcus

edhans said:

Will you give us more control of our backups please?

1. 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.
2. 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.
3. 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.

It is a real simple config.

• 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.
  
  

By the way, this is pretty much how QUicken for Windows worked - at least through 2015, the last version I used before switching to a Mac.

You can set the backup folder by clicking on the Backup Folder button in preferences.  Does this not work for you?  We don't currently have the ability to set the number of backups saved or to not delete them but I'm hoping to get a college intern to work on this soon.

Quicken Marcus

Matthew Phelps said:

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?

We have this ability. Please work with our support team to take you through the process.  It's a little complicated.  

Unfortunately, this is not something we can fix in Quicken because the error is coming from our account aggregator Intuit.  The bottom line is that the bank is closing the old account and opening a new one even if it doesn't look like this on the bank's website.  This occurs when upgrading cards from Gold to Platinum or when there is fraud on the card and they issue you a new card so Intuit's systems are reflecting this fact.  I guess in theory you should be able to add this new card as a new account and this might make it cleaner but I'm not sure this works in all cases especially if the account number remains the same.  Anyway, work with our support team and they should be able to help you.  I should also mention that Quicken support is free.  There's a lot of fraudsters that appear if you do a google search that want to charge you money.   These are NOT Quicken support people.  Please go to the Quicken website to find the support phone number. 

Quicken Marcus

Concordman said:

No preference changes going from 4.4.3 to 4.5.4

Thanks for reporting this.  We found a bug in categories where typing the ":" selects the first sub-category in the list which it shouldn't.  I'm wondering if the people reporting preference changes were running into this bug and assuming their preference was changed because it wasn't working right.  Anyway, I wouldn't expect preferences to change in 4.5.x. 

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.

Where are you seeing this?  There's a difference between Home Equity Line of Credit (HELOC) which acts like a credit card and a Home Equity Loan which acts like a loan.  We continue to have Home Equity as a loan option if people want to set up their Home Equity Loan.

Matthew Phelps

Matthew Phelps said:

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?

Thanks for responding. Unfortunately, it was Quicken support that walked me through "b)" in my original post. If you know of a better way to handle it that doesn't cause me to lose memos/attachments and can tell me how to express that to support when I try to fix it, I would be grateful.

Quicken Marcus

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, Awesome suggestion.  Thanks for mentioning this in the forum.

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.

You may be right. I already switched back and I don't want to re-try it, but it may very well be that I saw Home Equity loan and in my mind thought HELOC. I DO know that setting up on-line access made it want to select Home Equity or something else other than Credit Card. Regardless, feel free to delete my comment above.

Thank you for doing such a good job representing Quicken here. I appreciate the work you do and I am serious when I say I REALLY like the improvements in the latest edition, even if it was pulled for bugs!

Moe

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

Marcus, I upgraded from 2016 to 2017. I have 4.4.3 I was perfectly balanced before the upgrade. I always save a copy before I upgrade so I can confirm that.  I thought of going back to 2016, but I also like the new features.  I can't seem to set up a loan with PNC or Wells Fargo Advisors and I am really looking forward to the new loan feature. 

Unknown

Marcus, last evening when I logged into q2017 mac, I was prompted to update to 4.5.6.  I did so, and now some of my bank accounts are not updating with the prior days transactions. I came to the community site and I don't see anything about the 'latest release'. Was there another update from after 4.5.4 that was pulled? I have since restored q17m back to 4.5.4.
opt

Unknown

edhans said:

Will you give us more control of our backups please?

1. 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.
2. 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.
3. 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.

It is a real simple config.

• 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.
  
  

By the way, this is pretty much how QUicken for Windows worked - at least through 2015, the last version I used before switching to a Mac.

Marcus, it doesn't do that. If I tell it to put them in \OneDrive\Quicken\Backups, it puts them in \OneDrive\Quicken\Backups\Automatic Backups. And then it adds "Automatic backup" to every file name. 

Looking forward to some sort of change. The way it worked in Quicken 2015 for Windows was perfect. I am doing then 100% manual right now.

Chris Bailey

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

While I appreciate the need to pull the update due to the bug, that really warrants posting a new thread at the top of the forum to let people know about this. I backed up my system last weekend and reinstalled the OS and all apps from scratch. Downloaded a fresh copy of Quicken 2017 from my Intuit account (version 4.3.1). This auto-updated to 4.4.3, which now will not patch to 4.5.4. Because my Quicken data file was opened in version 4.5.4, it will not open in 4.4.3 -- I get some weird error about how the file was last opened by Quicken 2015 two years ago. (I did confirm that this is the actual file I used last week, so it's a bogus error message.) What's worse is you didn't inform your online chat support about this issue, so they ran me through some pointless rigmarole about reinstalling the app and running in safe mode and other time-wasting activities that had no potential of solving the problem. I had to read all the way down the thread to find out there's absolutely no way I can open my Quicken file now until version 4.5.6 is released. Outstanding.

smayer97

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

Yup...bad process and poor communication internally and externally.

Meanwhile, you should be able to get a copy of 4.5.x via support. 

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

Chris Bailey

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

Decided to wait it out -- version 4.5.6 is out now. My Quicken app updated and I'm able to access my data again. Glad I'm back in business!

Quicken Marcus

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'm well aware of them. 

John Pane

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?

Marcus, I installed 4.5.6 today and the serious issues have been fixed. The only remaining anomaly is that when opening Quicken remotely the app does not automatically reopen the last used file. Instead, it presents the "Let's get started" dialog. As you pointed out, this can be dismissed and the file can be opened from the Open Recent... menu. After this, all is fine. Thank you.

Concordman

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?

Just saw the update for 4.5.6.. However before updating I did what RickO counseled; compressed 4.5.4 in the applications folder..Just in case 

jacobs

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?

@Concordman (and RickO): it really isn't necessary to create a compressed copy of the application before updating, because the Quicken updater moves the old application to your Trash -- so as long as you don't empty your Trash, you have a backup copy available already.

That said, I do like making a backup copy of my *data* file before version updates; in case the new version updates the database, this gives me a way to roll back should I need to.

Concordman

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?

That is exactly what I wound doing, removed 4.5.4 out of the trash can, compressed it & placed it in the applications folder.

pauldv172

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.

I find that it does not work as it used to.  Being that the Blue dots don't remain when you change accounts even though you didn't review them, I clicked "All Transactions-Not Reviewed"--It would only show transaction that have blue indicators.  Now it shows all transactions not reviewed.  I would like to only see stuff with blue indicators

Unknown

I have changed all of my liabilities to loans (i.e. Auto/Mortgage).  The one thing I see missing, and is throwing off the calculations is the Loan Start Date.  Yes, we have the First Payment Date, but with many loans, the first payment is not on the standard schedule.  For example, on all of my loans, there was approximately a month and a half between receipt of the loan and the first payment.  This caused 1.5 months interest to be applied to the first payment rather than 1 month.  That extra half month worth of interest is incorporated into the loan amount.  Because this interest isn't accounted for, Quicken calculated loan payments are off and aren't really useful.

Please bring back the "Opening Date" that was used in other versions.

M C Crockett

This reply was created from a merged topic originally titled Quicken for Mac 2017 v4.5.6 release changes preferences and fails to download tra....


@Quicken Marcus:  This is bloody irritating!

You release a new version of QM2017 that changes ones Preference settings without asking permission.  I do not want "Allow creation of linked transfers using the category field" set in General Preferences.  There's a transfer field that is far more suitable for that purpose.

I do not want "Use posted date for matched transactions (instead of the date  you enter manually)." set in Connected Services.  If I want to see the posted date for a manually entered transaction, I can always display the Posted column.

The most egregious problem is the failure to download all transactions for Quicken Connect accounts.  To download all of the transactions that occurred today, I had to use the "Accounts > New > Checking" technique to re-establish the links to the Quicken Connect accounts at my credit union.

Do you suspect that I might be slightly irritated with QM2017 4.5.6?

Unknown

This reply was created from a merged topic originally titled Problems with quicken2017 mac update..


Problems with quicken 2017 mac update. I installed as requested, but it was corrupted and corrupted my data file. I was able to restore from backup. Please be careful

Concordman

M C Crockett said:

This reply was created from a merged topic originally titled Quicken for Mac 2017 v4.5.6 release changes preferences and fails to download tra....


@Quicken Marcus:  This is bloody irritating!

You release a new version of QM2017 that changes ones Preference settings without asking permission.  I do not want "Allow creation of linked transfers using the category field" set in General Preferences.  There's a transfer field that is far more suitable for that purpose.

I do not want "Use posted date for matched transactions (instead of the date  you enter manually)." set in Connected Services.  If I want to see the posted date for a manually entered transaction, I can always display the Posted column.

The most egregious problem is the failure to download all transactions for Quicken Connect accounts.  To download all of the transactions that occurred today, I had to use the "Accounts > New > Checking" technique to re-establish the links to the Quicken Connect accounts at my credit union.

Do you suspect that I might be slightly irritated with QM2017 4.5.6?

MC I sense your frustration, appears you were one of the lucky guys in that is all 4.5.6 changed on your behalf. While I did not observe these preference changes on my end I did suffer thru my budget disappearing in its entirety during 4.5.4 update..

krm11

Michael said:

I have changed all of my liabilities to loans (i.e. Auto/Mortgage).  The one thing I see missing, and is throwing off the calculations is the Loan Start Date.  Yes, we have the First Payment Date, but with many loans, the first payment is not on the standard schedule.  For example, on all of my loans, there was approximately a month and a half between receipt of the loan and the first payment.  This caused 1.5 months interest to be applied to the first payment rather than 1 month.  That extra half month worth of interest is incorporated into the loan amount.  Because this interest isn't accounted for, Quicken calculated loan payments are off and aren't really useful.

Please bring back the "Opening Date" that was used in other versions.

I agree with this.  I kept trying to make that "extra 1.5 months" at the beginning of the loan work, and it just wouldn't.  Being able to enter the Opening/Starting date of the load could alleviate that, I would think.

Unknown

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?

I just updated to 4.5.6 and Quicken for mac 2017 won't load, under force quit it says not responding. Im still using El Capitan.

Unknown

Is there a way to update manually? The App store doesn't have updates since 4.4.3. 

I'm having an issue in which my bank's transactions are downloaded, but the "online" balance is lower than what's on the register's balance. My bank's online page shows the correct balance too. Having the wrong "online" balance messes up the balances in the mobile app too. It used to work great. I have run the troubleshooter and have unlinked and linked the online account settings a few times to no avail

jacobs

ECGAK said:

Is there a way to update manually? The App store doesn't have updates since 4.4.3. 

I'm having an issue in which my bank's transactions are downloaded, but the "online" balance is lower than what's on the register's balance. My bank's online page shows the correct balance too. Having the wrong "online" balance messes up the balances in the mobile app too. It used to work great. I have run the troubleshooter and have unlinked and linked the online account settings a few times to no avail

Actually, @RickO, that's the way it used to be, but Apple has made changes to speed the app approval process. They mentioned at their developers conference today that the average approval time is now just one day. And checking on an independent website that tracks app approval times, it does indeed show Mac and iOS approval times averaging just a day.  The fact that Quicken is still on version 4.4.3 in the App Store could indicate that the company didn't submit version 4.5.x for Apple approval because they were repeatedly starting and stopping their direct interim releases from 4.5.0 through 4.5.6. There have been a few reports of problems posted even since 4.5.6 has been widely available, so it's possible -- just speculation here -- they're investigating those issues and considering an additional release before they submit a versions to the App Store.

That said, I do agree with the other two statements: (1) for Quicken, the next time* don't buy on the App Store -- for the aforementioned reasons with delayed updates, as well as the fact that you can typically buy it for 35%-45% off the App Store "list price" if you buy from Amazon, and (2) the update probably won't affect the balance issue @ECGAK is experiencing.

(*Note: the comment about where to buy Quicken "the next time" may be moot if Quicken moves ahead with their subscription pricing model for the next major release; we'll have to wait and see about that.)

Unknown

ECGAK said:

Is there a way to update manually? The App store doesn't have updates since 4.4.3. 

I'm having an issue in which my bank's transactions are downloaded, but the "online" balance is lower than what's on the register's balance. My bank's online page shows the correct balance too. Having the wrong "online" balance messes up the balances in the mobile app too. It used to work great. I have run the troubleshooter and have unlinked and linked the online account settings a few times to no avail

Thank you for the info!