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

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.

I had a similar problem two days ago (see the exchange further below in this thread). You can either call a customer care agent and ask for the 4.6.2 dmg file to install the program on your MBP--now that they have express instructions to share, once they have verified your identity--or just use dropbox or iCloud or USB drive to copy the version you have on your iMac to your MBP. I followed the latter option (coming from my MacBookAir to my iMac) and all was well thereafter. 

Randy_m

JG0158 said:

I have changed the connection type from "quicken connect" to "direct connect" and that got Chase, American Express and Citi Cards. Bank of America could not be done because it doesn't give me the option to change to "direct connect"

With the update (4.6.2), most of my credit card account switched themselves from Direct Connect to Quicken Connect. If I try to set them up again, there is no option for Direct Connect. How can I switch them back? Thanks

David A

Not to be another "me too" post, but, my Quicken for Mac 2017 updated to 4.6.2 on Friday 9-15 and ever since then, 2 accounts (AppleVisa & Vantage West CU) no longer update through Quicken connect. My 1 other account (BECU) is direct connect and is updating without issue. I was able to re-download/setup the problem accounts and link them to the originals but they still don't update when using the update button, and last update shown was 9-15, pre 4.6.2. I don't use, and it's not activated, Mobile Quicken. I now know I'm not alone as I see a lot of folks are having this same issue after this last quicken update. I'm posting this because I don't want you guys to get tunnel vision and simply think this is only a "big bank" problem. It seems to be tied to any account that updated via Quicken Connect. My question is when will there be a fix for this? Support and communication is abysmal and if one doesn't know to check this forum, they're in the dark and on their own. How about putting out an email blast letting everyone know there is a problem and they're not crazy. Would save countless hours of users fiddling with the files and potentially causing more issues. That would be more useful instead of the endless sales blasts from you guys asking me to upgrade to other Quicken products.

Unknown

Ever since upgrading to v4.6 I've had lots of issues. First, I needed to restore quicken. When I upgraded to 4.6.2 it stopped downloading all transactions from my financial institutions (chase & citibank). I don't want to deactivate my accounts as when I did this before, it lost my data. Need help.

Unknown

Ever since upgrading to v4.6 I've had lots of issues. First, I needed to restore quicken. When I upgraded to 4.6.2 it stopped downloading all transactions from my financial institutions (chase & citibank). I don't want to deactivate my accounts as when I did this before, it lost my data. Need help.

Unknown

Ever since upgrading to v4.6 I've had lots of issues. First, I needed to restore quicken. When I upgraded to 4.6.2 it stopped downloading all transactions from my financial institutions (chase & citibank). I don't want to deactivate my accounts as when I did this before, it lost my data. Need help.

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.

@Marcus (& @RickO, but also @Smayer97)

Thank you for all your work in resolving these 4.6.x issues. There are enough that I'm holding off on the update.

Will 4.5.x (4.5.8 in my case on a MBPro) users be required to update to 4.6.x within a certain amount of time, perhaps before the more pressing/major issues are resolved?

Thanks again!

----------

(I'm particularly concerned about the new Intuit -> Quicken username/id and pwd change, partially with the problems the side of my credit union.)

Unknown

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

@Quicken Marcus, please take a look at this post too:
I just updated Quicken 2017 for Mac to 4.6.2 (46.19020.100) Investment account balance is wrong

I just referenced you in a comment/question at the beginning of this post regarding the need to upgrade to 4.6.x.

Hopefully the deadline requiring users to update will be extending!

Thanks again for all your help with QMac. (I've about reached my end with Quicken, it's too time consuming :-/ )

Ron Morris

Shane R said:

Upgraded to v4.6 and I can no longer update any of my accounts via Accounts-> Update all Online accounts, even after spending an hour with support.  I Have to create new and then link each time for Capital One 360, There is an issue connecting to Emigrant Direct and I cannot update or add new for this bank.  This is so frustrating!

I am unable to download Wells Fargo and Chase account data.  When I click the icon to update accounts, the "Account Status" window appears immediately.  It seems like it's not even trying to download.  I installed 4.6.2 yesterday and if I recall correctly, Quicken asked for my username and password during the upgrade.  Guess that means the migration tool executed.

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.

@ RickeO

Ugh :-/ . 

Thank you RickO for this! Although disheartening as it makes Quicken mostly useless for me without even more extra work, I'm trusting Quicken will do what appears to the right thing and extend the deadline.

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.

@Marcus,

Can Quicken for Mac please extend this deadline?

Or is that not possible for internal reasons (Quicken <-> Intuit change, etc)?

Thank you!

JSH56

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.

Is Quicken for Windows having to go through this transition, or are they still remaining part of Intuit?

Unknown

Marty said:

After waiting for the update to 4.6.2, I was offered it yesterday. I did not apply it, however, out of caution, since many of the updates in recent times have been buggy. Today, I checked again, and the update is no longer available. Has it been pulled?

My apologies.  I submitted the comment twice previously, but at that
point a blank tab opened up on my browser, and when I went back to the
original page there was no indication that the comments had been posted.

Randy_m

JG0158 said:

I have changed the connection type from "quicken connect" to "direct connect" and that got Chase, American Express and Citi Cards. Bank of America could not be done because it doesn't give me the option to change to "direct connect"

Yes - seems that one by one Direct Connect is becoming available. Still grayed out for USBank and Barclaycard for me. I was able to change to Direct Connect for Chase and Citi after waiting and re-trying. Will continue to slog on for the next couple of days. I don't really have that many accounts affected at this point.

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.

Wow, that bad. Bummer.

Unknown

I have one account that connects after the upgrade to 4.6.2, it is a direct connect account.  None of my other accounts work, all of which appear to be Quicken connect accounts.  I have tried to reset the connection type on several accounts, they all remain Quicken connections no matter what I do.  Also, the links to connect to support don't do anything, they don't lead to a website or open an email, which is really frustrating when things are not working...I shouldn't have to wander the internet and create a support account to say I'm having issues!

There was never an option to reset accounts or any notification of a need to do anything during the installation process, I created the new Quicken ID and that was the only thing that happened during the setup.  At the moment, my banking connections are almost all dead, and that's something that shouldn't have happened...this needs to be fixed pronto, and why the release did this to people's accounts needs to be understood so it never happens again.

JoeV

Reed said:

I have one account that connects after the upgrade to 4.6.2, it is a direct connect account.  None of my other accounts work, all of which appear to be Quicken connect accounts.  I have tried to reset the connection type on several accounts, they all remain Quicken connections no matter what I do.  Also, the links to connect to support don't do anything, they don't lead to a website or open an email, which is really frustrating when things are not working...I shouldn't have to wander the internet and create a support account to say I'm having issues!

There was never an option to reset accounts or any notification of a need to do anything during the installation process, I created the new Quicken ID and that was the only thing that happened during the setup.  At the moment, my banking connections are almost all dead, and that's something that shouldn't have happened...this needs to be fixed pronto, and why the release did this to people's accounts needs to be understood so it never happens again.

I am in the same boat.  I ran the update on my IMAC and nothing worked.  I re-installed Quicken 2017 and now I am totally dead in the water.  This is unacceptable.  I may have to find something other than Quicken to do my finances.

Unknown

Reed said:

I have one account that connects after the upgrade to 4.6.2, it is a direct connect account.  None of my other accounts work, all of which appear to be Quicken connect accounts.  I have tried to reset the connection type on several accounts, they all remain Quicken connections no matter what I do.  Also, the links to connect to support don't do anything, they don't lead to a website or open an email, which is really frustrating when things are not working...I shouldn't have to wander the internet and create a support account to say I'm having issues!

There was never an option to reset accounts or any notification of a need to do anything during the installation process, I created the new Quicken ID and that was the only thing that happened during the setup.  At the moment, my banking connections are almost all dead, and that's something that shouldn't have happened...this needs to be fixed pronto, and why the release did this to people's accounts needs to be understood so it never happens again.

Anyone tried Banktivity 6? (It only runs on Sierra and higher, but I haven't upgraded yet - although I will soon now!)

Randy_m

Reed said:

I have one account that connects after the upgrade to 4.6.2, it is a direct connect account.  None of my other accounts work, all of which appear to be Quicken connect accounts.  I have tried to reset the connection type on several accounts, they all remain Quicken connections no matter what I do.  Also, the links to connect to support don't do anything, they don't lead to a website or open an email, which is really frustrating when things are not working...I shouldn't have to wander the internet and create a support account to say I'm having issues!

There was never an option to reset accounts or any notification of a need to do anything during the installation process, I created the new Quicken ID and that was the only thing that happened during the setup.  At the moment, my banking connections are almost all dead, and that's something that shouldn't have happened...this needs to be fixed pronto, and why the release did this to people's accounts needs to be understood so it never happens again.

I used to use Banktivity 5, and it was OK. 6 is supposed to be much better. I'll have to look into it if Q doesn't fix stuff this week

JoeV

Reed said:

I have one account that connects after the upgrade to 4.6.2, it is a direct connect account.  None of my other accounts work, all of which appear to be Quicken connect accounts.  I have tried to reset the connection type on several accounts, they all remain Quicken connections no matter what I do.  Also, the links to connect to support don't do anything, they don't lead to a website or open an email, which is really frustrating when things are not working...I shouldn't have to wander the internet and create a support account to say I'm having issues!

There was never an option to reset accounts or any notification of a need to do anything during the installation process, I created the new Quicken ID and that was the only thing that happened during the setup.  At the moment, my banking connections are almost all dead, and that's something that shouldn't have happened...this needs to be fixed pronto, and why the release did this to people's accounts needs to be understood so it never happens again.

Thanks for the info.  I tried doing the data file restore and am still in limbo.  I am going to call Quicken Help tomorrow.  If they can't help I will find another financial program.  I have spent way to much time trying to repair their blunder.  

GetRealBro

GetRealBro said:

I updated to Q2017Mac v 4.6.2, setup a Quicken ID, and linked to all of my accounts yesterday AM with no problems — I think.

I’m not sure everything is OK, because despite having asked Quicken v4.6.2 to update all of my accounts several times, for many the banking and credit card accounts (i.e. the ones that use Quicken Connect) the “Last Update” column in the Account Status window still shows the time stamp of my very first update after the upgrade. Meanwhile the “Last Update” time stamps for accounts that use “Direct Connect” indicate when I last checked them to see if there was any new activity.

I’m guessing that the feature “NEW: Quicken Connect transactions will now be delivered via the Quicken Cloud “ also changed the meaning of the “Last Update” column in the Account Status window. “Last Update” column now  seems to be the time stamp of the “Last CHANGE” downloaded for accounts that use Quicken Connect and the “Last CONNECTION” for those accounts using Direct connect. For accounts with little activity these two meanings can lead to very different time stamps.

It would be nice if the meaning of the “Last Update” column in the Account Status window was consistent whether the update was via Quicken Connect or Direct Connect. And I’d prefer what I believe was the meaning in previous versions — i.e. The last time that Quicken connected to the financial institution to update the account. This would allow those of us, who since the Eqifax Hack are checking our accounts more regularly, to keep track of when each account was last checked.

Edit: I was mistaken. The “Last Update” column in the Account Status window does NOT show the time stamp of my very first update after the upgrade. For 11 accounts, the “Last Update” column in the Account Status window still shows the last update earlier in the morning BEFORE I upgraded to Q2017 v4.6.2. BUT....

The account balance and activity for these 11 accounts (at 5 different financial institutions) match the data in Quicken. And the account balance and activity for 3 other accounts (at 3 of the same financial institutions) were correctly updated using Q2017 v4.6.2. In other words.... Q2017 v4.6.2 correctly connected and retrieved the NEW transactions in 3 accounts and the other 11 accounts had no new transactions to download.

The problem is that I had to log on to several financial institutions web sites to check the balances and activity manually. Because the “Last Update” column in the Account Status makes it look like the updates to 11 accounts were not working.

smayer97

Marty said:

After waiting for the update to 4.6.2, I was offered it yesterday. I did not apply it, however, out of caution, since many of the updates in recent times have been buggy. Today, I checked again, and the update is no longer available. Has it been pulled?

np. GetSat does have some quirks, sometimes double posting with a single entry, and if you try to go back immediately to the same thread, your post will not appear until after you refresh the page, so poor cache management of the browser. No harm, no foul.  :-)

smayer97

GetRealBro said:

I updated to Q2017Mac v 4.6.2, setup a Quicken ID, and linked to all of my accounts yesterday AM with no problems — I think.

I’m not sure everything is OK, because despite having asked Quicken v4.6.2 to update all of my accounts several times, for many the banking and credit card accounts (i.e. the ones that use Quicken Connect) the “Last Update” column in the Account Status window still shows the time stamp of my very first update after the upgrade. Meanwhile the “Last Update” time stamps for accounts that use “Direct Connect” indicate when I last checked them to see if there was any new activity.

I’m guessing that the feature “NEW: Quicken Connect transactions will now be delivered via the Quicken Cloud “ also changed the meaning of the “Last Update” column in the Account Status window. “Last Update” column now  seems to be the time stamp of the “Last CHANGE” downloaded for accounts that use Quicken Connect and the “Last CONNECTION” for those accounts using Direct connect. For accounts with little activity these two meanings can lead to very different time stamps.

It would be nice if the meaning of the “Last Update” column in the Account Status window was consistent whether the update was via Quicken Connect or Direct Connect. And I’d prefer what I believe was the meaning in previous versions — i.e. The last time that Quicken connected to the financial institution to update the account. This would allow those of us, who since the Eqifax Hack are checking our accounts more regularly, to keep track of when each account was last checked.

You may want to consider adding your VOTE to Restore Transactions Downloading Acceptance and Matching workflow.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

While you are at it, you may want to add your VOTE to related IDEAS found on the List of Requests for Downloading Data into Quicken. Click on the underlined link, then follow the instructions to add your vote to more related ideas. 

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

d14

update working well.

d14

update working well.

Randy_m

JG0158 said:

I have changed the connection type from "quicken connect" to "direct connect" and that got Chase, American Express and Citi Cards. Bank of America could not be done because it doesn't give me the option to change to "direct connect"

A few of my credit card accounts that were changed to Quicken Connect from Direct Connect are still unable to change back. Will I still get my updates through Quicken Connect? Thanks.

I guess the connection type doesn't matter if the accounts still work properly

Randy_m

JG0158 said:

I have changed the connection type from "quicken connect" to "direct connect" and that got Chase, American Express and Citi Cards. Bank of America could not be done because it doesn't give me the option to change to "direct connect"

The Direct Connect option is grayed out and not selectable

Unknown

Since upgrading to 4.6.2 can't download any transactions whether using direct connect or quicken connect. No one is answering the technical support phone line either. Please fix this. 

JoeV

J said:

Since upgrading to 4.6.2 can't download any transactions whether using direct connect or quicken connect. No one is answering the technical support phone line either. Please fix this. 

I did an upgrade and nothing is working correctly.  I than reloaded Quicken 2017 and still not working.  I cannot access my data files at my financial institution and have tried Chat twice and was disconnected both times.  It appears Quicken really messed up on this upgrade.  I'll wait and see if they do anything to help correct this fiasco. If not I'll find another financial software to use.  

JoeV

Please tell me how I can uninstall Quicken, do a reinstall and then upgrade to a 4.6.2 that works.  Thanks.