Quicken for Mac 2017 v4.6.0, 4.6.1, 4.6.2, 4.6.3 & 4.6.4 Released

Unknown

Now up to Quicken 2017 for Mac ver. 4.6.4 and so far its working for me.

Unknown

JSH56 said:

If you are having these problems with the release, then please make it BETA. It's not ready for general release to the public, in my opinion. I am holding off until this is fixed.

I'm now on v. 4.6.4 with the same problem. The same blasted error message saying checks with non-negative amounts can't be printed. My three checks are negative amounts; my balance is correct and positive, I was able to "write checks" but still come up with the error message and a weird date on the error message which does not match my register. There must be something deep in the bowels of the app that won't go away. I have restarted my computer (iMac OS 10.12.6). All other apps print. Please help!

smayer97

JSH56 said:

If you are having these problems with the release, then please make it BETA. It's not ready for general release to the public, in my opinion. I am holding off until this is fixed.

Just for the fun of it, try changing the columns shown in your register to show the Deposits vs Payments columns (assuming you are using a Savings or Chequing account type register) by clicking the Columns icon in the bottom right corner. Then see what column the amount of your transaction shows up, under the Deposit or Payment column.

If it is under the Payment column, there is a problem with Quicken. If it is under the Deposit column then the transaction is entered incorrectly. 

RCinNJ

JSH56 said:

If you are having these problems with the release, then please make it BETA. It's not ready for general release to the public, in my opinion. I am holding off until this is fixed.

I was hoping that 4.6.4 would fix this for you. One last suggestion: If you haven't already, try deleting and re-entering a check. Maybe the problem was introduced by the last version and these checks are stuck in some way but the issue is gone from 4.6.4. If not I hope others will have a fix for you, since I have held off on the update I can't test it directly.

You are right that this should have nothing to do with the connection problems that other's are having, or even anything to do with the reason for changes to the program. I refuse to call it an upgrade although they did seem to have decided to include "improvements" in this update. At this point I think users are entitled to ask why they didn't just concentrate on the one issue and save any "improvements" for after the server change!

smayer97

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

@Quicken Marcus The following post in this thread from a user is indicating difficulty finding the ability to remove Web Connect for an account. As per the notes for v4.6.x, this functionality is supposed to have been restored. Can you comment on how to do this or where to find it?

@Quicken Marcus there are two threads with many users wondering about the fix for this (I think I have found a bug in Mac 2017. There is no way to change or deactivate the connection type (web connect, direct connect, etc.) in accounts that have already been using web connect and Remove Webconnect on account in Quicken for Mac 2017).

Users using all variations of v4.6.x (including 4.6.4) are having trouble finding the fix that is mentioned in the Release Notes for this issue. Does this fix exist in v4.6.x? If so, where/how can users access this? If not, the Release Notes need to be corrected. Please advise.

smayer97

Dennis said:

Marcus, the release notes indicate the added ability to disconnect a web connect account. Where is it? We've been waiting a long time for a promised fix for this problem. No sign of it in 4.6.3

Please see my posts here and here in the discussion regarding the v4.6.x updates requesting feedback.

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

Snoopy FC

Just checked all balances.  Working great.  

Unknown

I have one problem remaining after doing all the upgrades.

I use Quicken Connect with Wells Fargo.. and as of a few weeks ago, none of my check numbers post in my checking account register.  It only shows "Check", but doesn't populate the number!?

Anyone else having this problem?  Is there a fix?   I cannot determine if it's a Quicken issue, or Wells Fargo -- but given the recent Quicken updates I'd imagine it's Quicken.

Concordman

RickO said:

Does 4.6 require Direct Connect accounts to be deactivated and reactivated? I ask because there's an ongoing issue with Citizens Bank new accounts not being able to be set up in 4.5.8. Pre-existing account setups continue to work fine. If deactivation is required, then it is likely that existing Citizens Bank Direct Connect account will not be able to be re-connected. This will break direct connect and bill pay for a fairly large number of users, I suspect.

Try to deactivate then reactivate the account, may solve this problem for you

Unknown

JSH56 said:

If you are having these problems with the release, then please make it BETA. It's not ready for general release to the public, in my opinion. I am holding off until this is fixed.

After trying all the suggestions to no avail, I remembered I had Quicken on my MacBook which I rarely used for banking. I opened it, did NOT update it, and was able to enter the transactions AND print the checks! So... now I know it's the update. Please work on fixing this flaw, as the checking register and printing checks is my main reason for using Quicken. The deadline is approaching, and I've wasted three whole days on it. 

smayer97

@Quicken Marcus Are you seeing these? I am cross-referencing them here just in case:

QMac 2017: Linked transfers using category field

QMac (v4.6.4)is crashing on any updates for online accounts

Unknown

I foolishly upgraded to 4.6.4. Not one of the updates including 4.6 has worked. It's completely broken. Can't update. Duplicate transactions. Doesn't download new transactions. Later this week, I'm going to replace 2 credit cards which will be even worse. Quicken only works manually. The mobile app is completely inaccurate, duplicate transactions, transactions marked uncategorized. Why hasn't this been fixed yet? I spent 7 hours on the phone with tech support & spoke to 2 different people, complete waste of time. Need instructions on how to fix this. Why hasn't Marcus replied?

Unknown

All my Wells Fargo and Chase accounts don't download any new transactions.  I don't get any errors, it just shows in the Account Status window that the last download was days ago even though I know there are new transactions (I know about the new way that dates display...they only show when new items have downloaded, not the last time it connected).  

I tried un-linking then re-linking them and no luck.  (edit: this is on 4.6.4...)  I manually downloaded over $300 worth of transactions because of this.

James Sapp

AnthonyPolakos said:

All my Wells Fargo and Chase accounts don't download any new transactions.  I don't get any errors, it just shows in the Account Status window that the last download was days ago even though I know there are new transactions (I know about the new way that dates display...they only show when new items have downloaded, not the last time it connected).  

I tried un-linking then re-linking them and no luck.  (edit: this is on 4.6.4...)  I manually downloaded over $300 worth of transactions because of this.

Have these transactions been finalized at your credit card account? The download does not include pending transaction on the credit card until they have been finalized. If you are unsure, it might be worth going on-line to your CC account to check the status of the transactions that are not downloading.I have had no problems with my Chase CC account downloads in 4.6.4 using Direct Connect. Although I have WF bank accounts, I choose to do them by Web Connect as the WF charges for Direct Connect downloads.

Unknown

AnthonyPolakos said:

All my Wells Fargo and Chase accounts don't download any new transactions.  I don't get any errors, it just shows in the Account Status window that the last download was days ago even though I know there are new transactions (I know about the new way that dates display...they only show when new items have downloaded, not the last time it connected).  

I tried un-linking then re-linking them and no luck.  (edit: this is on 4.6.4...)  I manually downloaded over $300 worth of transactions because of this.

Thanks for the answer.  Yes, they were finalized, not pending.  My WF accounts are updated via Web Connect as well....but no luck.

James Sapp

AnthonyPolakos said:

All my Wells Fargo and Chase accounts don't download any new transactions.  I don't get any errors, it just shows in the Account Status window that the last download was days ago even though I know there are new transactions (I know about the new way that dates display...they only show when new items have downloaded, not the last time it connected).  

I tried un-linking then re-linking them and no luck.  (edit: this is on 4.6.4...)  I manually downloaded over $300 worth of transactions because of this.

Sorry for the problems. Are you using Direct Connect or Quicken connect with Chase? I've not been able to connect to Chase with Quicken connect, although others have reported success. I've never had an issue with Web Connect in any Q for Mac version. Don't know what changed. Wish I could help further but I'm at my competency level. Maybe one of the Quicken gurus can help you further with these issue.

Gasport

AnthonyPolakos said:

All my Wells Fargo and Chase accounts don't download any new transactions.  I don't get any errors, it just shows in the Account Status window that the last download was days ago even though I know there are new transactions (I know about the new way that dates display...they only show when new items have downloaded, not the last time it connected).  

I tried un-linking then re-linking them and no luck.  (edit: this is on 4.6.4...)  I manually downloaded over $300 worth of transactions because of this.

I just use Web Connect and have had no problems at all with the 4.6.x releases.

Unknown

RickO said:

Does 4.6 require Direct Connect accounts to be deactivated and reactivated? I ask because there's an ongoing issue with Citizens Bank new accounts not being able to be set up in 4.5.8. Pre-existing account setups continue to work fine. If deactivation is required, then it is likely that existing Citizens Bank Direct Connect account will not be able to be re-connected. This will break direct connect and bill pay for a fairly large number of users, I suspect.

@RickO - this simple solution eliminated my frustrations over the last week - TYVM!

Unknown

AnthonyPolakos said:

All my Wells Fargo and Chase accounts don't download any new transactions.  I don't get any errors, it just shows in the Account Status window that the last download was days ago even though I know there are new transactions (I know about the new way that dates display...they only show when new items have downloaded, not the last time it connected).  

I tried un-linking then re-linking them and no luck.  (edit: this is on 4.6.4...)  I manually downloaded over $300 worth of transactions because of this.

In the past I have noticed instances where the QFX download did not show a particular transaction when imported but when I checked the QFX file I did see the transaction.  Doesn't happen that often but enough to make me check my bank statement against the import..  I do not recall it happening to Q 2017.  I did report to Quicken.

Unknown

Having major problems. After setting up my new Quicken ID and attempting to sync the app crashes. After a few more attempts and a few more crashes it eventually stays open without crashing but I have MONTHS of transactions no longer reconciled, with missing categories, missing split details, etc.  

I didn't want to go back and fix all these transactions so I restored from a backup. Same process, I connect to my new Quicken ID, crashes, months of lost transaction categorization/splits/etc.

Please let me know when this will be resolved and I'll try again.

RCinNJ

RickO said:

Does 4.6 require Direct Connect accounts to be deactivated and reactivated? I ask because there's an ongoing issue with Citizens Bank new accounts not being able to be set up in 4.5.8. Pre-existing account setups continue to work fine. If deactivation is required, then it is likely that existing Citizens Bank Direct Connect account will not be able to be re-connected. This will break direct connect and bill pay for a fairly large number of users, I suspect.

RickO, do you think turning off all connections before upgrading will help prevent some of the problems people have been experiencing? It would be "nice" if the developers had/would provide a recommended procedure for updating that would have the greatest chance of success.

RCinNJ

Concordman said:

Marcus, will you be posting clear & praise instructions as to how this is implemented for folks?

Marcus, 'clear & precise' would mean a step by step procedure that is most likely to lead to a smooth transition. There is speculation that disconnecting all accounts and mobile before updating will help. (see RickO's post above this one from yesterday). Can you please comment! 

Also, this thread has become too long and convoluted to be of much use. A new post which summarizes all procedures for upgrading, and fixes if things go wrong, would be very helpful.

Or is this such a mess that Quicken has no idea how to help users with the simple change to a new server?! 

RCinNJ

RickO said:

Does 4.6 require Direct Connect accounts to be deactivated and reactivated? I ask because there's an ongoing issue with Citizens Bank new accounts not being able to be set up in 4.5.8. Pre-existing account setups continue to work fine. If deactivation is required, then it is likely that existing Citizens Bank Direct Connect account will not be able to be re-connected. This will break direct connect and bill pay for a fairly large number of users, I suspect.

RickO, it certainly makes sense to me to give this a try! Also, see my message to Marcus just below.

smayer97

RickO said:

Does 4.6 require Direct Connect accounts to be deactivated and reactivated? I ask because there's an ongoing issue with Citizens Bank new accounts not being able to be set up in 4.5.8. Pre-existing account setups continue to work fine. If deactivation is required, then it is likely that existing Citizens Bank Direct Connect account will not be able to be re-connected. This will break direct connect and bill pay for a fairly large number of users, I suspect.

Why not even wait until after 9/30 and even do some loading with QFX (or dare I say even manual entries) for a little while until the dust settles?
(Or maybe QFX will not work...hmmm, so manual entry ony?)

jgleigh

I'm unable to connect to one of my Fidelity Netbenefits accounts after the 4.6.4 upgrade. I have two accounts under the same username and it will not recognize the second one now. It keeps saying the account number isn't valid. It finds the account, but once I click continue and it tries to update the account it generates an error.

RCinNJ

I haven't upgraded yet, but in the last few days, when I update accounts, I have begun getting an error message about a "mobile sync error" even though I don't use mobile and I have it turned off in preferences. Downloading from accounts etc. is working as it should so for me this is a totally bogus error message. Even though I am on 4.5.8 I am reporting this here since I think it s likely related to changes that are related to 4.6.4 and issues being experienced by users who have upgraded.

On the plus side, the QM reported online balance for my checking account is correct for the first time in many, many months. Maybe also related to changes made for the update even though I haven't installed it yet?

M C Crockett

M C Crockett said:

I received the QM2017 4.6.0/4.6.1 update this afternoon (2017-09-14).

There is a minor issue when launching QM2017 4.61 if one has an existing Quicken ID that is different from the Intuit ID used in your QM2017 4.5.8 database.  It complains when you enter your Quicken ID that the ID is already in use.  At least it does provide a second log in window that has a link at the bottom that allows you to use your existing Quicken ID.

My biggest issue with QM2017 4.6.1 is the asynchronous background updates.  There is no positive indication that Quicken has completed any task that the user has initiated.

Without any positive indication that Quicken has completed an operation, I find that I now have to log into my credit union's and brokerage's web sites to determine whether Quicken has downloaded all of the transactions that occurred. 

What once took one or two minutes now takes five to ten minutes.

Quicken could have spent some time fixing all of the bugs that remain in the investment logic.  When will the Day's Gain/Loss be reported correctly?  The amount reported is always wrong when the investment account(s) hold shares of Unit Investment Trusts, shares of an investment -grade CD, US Treasury and GSE bonds.

What about Quicken's assumption that all dividends and interest are taxable income?  The TXF files generated by Quicken are simply wrong due to these assumptions.

Quicken Marcus:  I apologize for the delay in responding but my Mac Pro (Early 2008) had a fatal hardware failure and I had to purchase an iMac with 27" Retina display to replace it plus a bunch of enclosures for mounting disks.  i am sort of up and running.

The new Quicken asynchronous (background) update method is extremely annoying.  I don't use Quicken Mobile and don't keep Quicken constantly running on my home system.  I run Quicken once each evening at approximately 1900 PT to ensure that all my financial institutions have completed posting the day's transactions.

My first step is to "Update All Online Accounts".  The next step is to review and verify that Quicken has downloaded and recorded all transactions from my financial institutions.  After reviewing any downloaded transactions and verifying the Quicken account balances match those of my financial institutions, I create manual register entries for any checks that i write to pay bills before quitting Quicken.

As I don't use Quicken Mobile, I only have 3 Quicken Connect credit union accounts that are synchronized through the Quicken Cloud.  Under the old update method, my Quicken Connect accounts would be updated within a minute.  With the new update method it takes 3-5 minutes for the updates to complete.

One of the more irritating aspects of the new update methodology is that there is no positive indication that Quicken Connect updates have been completed.  The Account Status window provides a positive indication that your Direct Connect transactions have completed along with the number of transactions downloaded.  Unfortunately, for Quicken Connect accounts, you will only know that the downloads have completed if a transaction was downloaded.

Reporting the last time that transactions were downloaded for a Quicken Connect account in the Account Status window is totally useless information.  I would much rather have the Account Status window report that no Quicken Connect transactions were downloaded today than have it report that the last transaction downloaded for my Regular Share account was on 31 August when the account's interest was deposited.

smayer97

RickO said:

V4.6.4 update report: I updated to 4.6.4 this morning and I'm happy to report that everything seems to have gone smoothly. I have to say, I was a bit nervous when I saw this during the database update:


Why would transaction amounts need fixing, or need to change? But after the update, all of my 35 accounts matched to the penny with the balances prior to the update.

I only have Direct Connect accounts and I made sure Mobile and alerts were turned off prior to the update.

Direct Connect updates: All 18 of my Direct Connect accounts continue to update properly. These include accounts at 7 financial institutions: Citizens Bank, UFB Bank, Citibank (credit cards only), Chase Bank (credit cards only), American Express, Fidelity Investments and TIAA. 

Passcode via Text Message: I did not have any problems receiving the login passcode via text message.

Linked Transfers: I did not have any problems with the categories (other than Transfer) getting changed for transactions with transfers as reported here: Linked
transfers using category field. I will expand on this at that post.

Old version usage: After updating (and converting to Quicken ID) on my iMac, I was still able to run 4.5.8 on my laptop and was still able to update Direct Connect accounts. As mentioned, I don't use Quicken Connect or Mobile, which I suspect would not have continued to work in 4.5.8. Further, in the limited time I used 4.5.8 after the update, I did not do anything that triggered the "call home" login procedure, which I think would probably have failed as well.

Citizens Bank:  Good news! New Citizens Bank - Mid Alt Consumer accounts can now be linked for Direct Connect download. This has been an ongoing issue for over a year. It's possible that it coincidentally got fixed, but I strongly suspect that the update to Quicken ID somehow fixed it.

I feel bad for those who have or are still having problems with the update. I realize this post doesn't help solve those problems. As Marcus has pointed out, every user's combination of data and services used is unique and can result in unanticipated glitches. I do believe, however, that the vast majority of those that have updated have not had problems.

nice  :-D

Unknown

I upgraded to 4.6.4 a few days ago & continue to have problems. I use direct connect for my chase account & it didn't recognize some of the transactions I entered manually. I have duplicated transactions which are listed as uncategorized & keep coming back every time I update online account (whether I do all accounts or the selected account) no matter how many times i delete them. I also use direct connect with 2 citibank credit cards & those accounts are even worse. I've been using quicken for 20 years & I've spent many hours trying to fix this. I've restored from older files & I don't want to keep spending time trying to fix this.  Quicken needs to fix the bugs & send a new version (4.6.5).

Nancy

RickO said:

Does 4.6 require Direct Connect accounts to be deactivated and reactivated? I ask because there's an ongoing issue with Citizens Bank new accounts not being able to be set up in 4.5.8. Pre-existing account setups continue to work fine. If deactivation is required, then it is likely that existing Citizens Bank Direct Connect account will not be able to be re-connected. This will break direct connect and bill pay for a fairly large number of users, I suspect.

When will this update be available for Quicken 2017? I haven't received any updates when starting Quicken.  When checking updates in menu it says my current version (4.5.8) is the most current.  I am having a lot of trouble with Quicken right now!!!!