Quicken for Mac 2017 v4.6.x Released
Quicken Marcus
Employee ✭✭✭✭
We’re starting to roll out version 4.6.x to customers.
As many of you know, we were spun out of Intuit into our own company last year and as part of that deal Intuit allowed us to continue to use their authentication and cloud infrastructure for 18 months but at the end of 18 months, we had to be off of it. Well, that deadline is the end of September.
The 4.6 release moves all customers to the new Quicken ID authentication system, Quicken mobile/cloud infrastructure, and transaction aggregation and download system. This is a big change. It's analogous to picking up your house from its current location and foundation, transporting it to another town, putting it on a new foundation and then changing your lock and giving you a new key. It’s not easy and will be a little messy. We’ve been testing 4.6 with our beta test team for nearly 2 months to try to work out the kinks but with over 14,500 banks supported there are bound to be issues. Please use this forum post as both a place to let us know the issues you’re running into and also as a place to find answers.
What are issues people seeing?
I personally ran into 3 issues when I took the 4.6.x update using my own personal Quicken file.
1) Wells Fargo accounts said there was a partial download error. After I synced for a 4th time, the error went away. Wells Fargo is one of a handful of financial institutions that require us to communicate with them differently than every other institution which causes some problems.
2) I saw duplicate transactions in my Wells Fargo Home Equity account. The rest of my Wells Fargo accounts were OK. We are seeing some duplicate transaction issues with certain types of accounts when you disconnect and reconnect accounts but, for some reason, it happened to me even though I didn’t do this. If you think you’re seeing duplicate transactions, turn on the FI Id column in your register. If the ID starts with "INTUIT-“ then you are definitely in this type of account. CitiCards are probably the biggest financial institution in this bucket. Again, you shouldn’t run into this unless you disconnect and reconnect your accounts. Unfortunately, at this stage, I had to just delete the duplicate transactions and things seemed to work fine after that. We’re also looking for ways to mitigate this from happening via improvements in our cloud service.
3) Chase accounts told me I needed to go to the Chase website to verify my account by opening a secure message and following the steps to confirm my identity. I did that but it still didn’t work. I’ve done this hundreds of times in testing and it’s worked for me before so not sure why it didn’t work this time. This is the only remaining issue I’m working through. I’m guessing if I disconnect and reconnect the accounts by using the Add Account button I can get this working again but I’m trying other options first.
4) Quicken Loans - I have a Quicken Loan but this hasn’t worked in awhile. Quicken loans is blocking us for some reason and not allowing our services to update transactions so this is unrelated to the 4.6 update. As many of you know, Quicken Loans and Quicken are not related companies. We were a long time ago but are no longer tied together.
Overall this didn’t go too bad. I was able to convert my Intuit ID to a Quicken ID, migrate my data file, get transactions downloading for all of my accounts except for Chase but I’m confident I’ll be able to fix this. Quicken Loans wasn’t working before so this wasn’t new.
Most of you shouldn’t run into any issues but if you do please report them here.
Also for those of you in and around Florida, please stay safe. One of our developers, Quicken Chris, lives and works in Florida and is now on his way to his wife's family in North Carolina so we wish him and all of you Floridians the best.
As many of you know, we were spun out of Intuit into our own company last year and as part of that deal Intuit allowed us to continue to use their authentication and cloud infrastructure for 18 months but at the end of 18 months, we had to be off of it. Well, that deadline is the end of September.
The 4.6 release moves all customers to the new Quicken ID authentication system, Quicken mobile/cloud infrastructure, and transaction aggregation and download system. This is a big change. It's analogous to picking up your house from its current location and foundation, transporting it to another town, putting it on a new foundation and then changing your lock and giving you a new key. It’s not easy and will be a little messy. We’ve been testing 4.6 with our beta test team for nearly 2 months to try to work out the kinks but with over 14,500 banks supported there are bound to be issues. Please use this forum post as both a place to let us know the issues you’re running into and also as a place to find answers.
What are issues people seeing?
I personally ran into 3 issues when I took the 4.6.x update using my own personal Quicken file.
1) Wells Fargo accounts said there was a partial download error. After I synced for a 4th time, the error went away. Wells Fargo is one of a handful of financial institutions that require us to communicate with them differently than every other institution which causes some problems.
2) I saw duplicate transactions in my Wells Fargo Home Equity account. The rest of my Wells Fargo accounts were OK. We are seeing some duplicate transaction issues with certain types of accounts when you disconnect and reconnect accounts but, for some reason, it happened to me even though I didn’t do this. If you think you’re seeing duplicate transactions, turn on the FI Id column in your register. If the ID starts with "INTUIT-“ then you are definitely in this type of account. CitiCards are probably the biggest financial institution in this bucket. Again, you shouldn’t run into this unless you disconnect and reconnect your accounts. Unfortunately, at this stage, I had to just delete the duplicate transactions and things seemed to work fine after that. We’re also looking for ways to mitigate this from happening via improvements in our cloud service.
3) Chase accounts told me I needed to go to the Chase website to verify my account by opening a secure message and following the steps to confirm my identity. I did that but it still didn’t work. I’ve done this hundreds of times in testing and it’s worked for me before so not sure why it didn’t work this time. This is the only remaining issue I’m working through. I’m guessing if I disconnect and reconnect the accounts by using the Add Account button I can get this working again but I’m trying other options first.
4) Quicken Loans - I have a Quicken Loan but this hasn’t worked in awhile. Quicken loans is blocking us for some reason and not allowing our services to update transactions so this is unrelated to the 4.6 update. As many of you know, Quicken Loans and Quicken are not related companies. We were a long time ago but are no longer tied together.
Overall this didn’t go too bad. I was able to convert my Intuit ID to a Quicken ID, migrate my data file, get transactions downloading for all of my accounts except for Chase but I’m confident I’ll be able to fix this. Quicken Loans wasn’t working before so this wasn’t new.
Most of you shouldn’t run into any issues but if you do please report them here.
Also for those of you in and around Florida, please stay safe. One of our developers, Quicken Chris, lives and works in Florida and is now on his way to his wife's family in North Carolina so we wish him and all of you Floridians the best.
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Comments
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
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COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
However, two accounts changed from Direct Connect to Quicken Connect and no longer connect and download transactions (according to the Account Status window). I've tried a number of different approaches, including Change Connection Type and Deactivate Downloads and Set Up Transaction Downloads. To no avail. The result is that the account preferences show that Quicken Connect is active and no downloads occur. The Account Status window shows no connection since before the update to v.4.6.2 (Build 46.19020.100). Curiously, one of the accounts that failed to transition is one of two Chase credit cards that share the same ID and password on the Chase website. Both had worked fine for years in v.4.5.8.
I've deactivated downloads for the time being and am hoping for at least an acknowledgement that the problem has been noted. I'll use manual updates for now.
Thanks for the help. I know you're under the gun right now. Posting this in several locations.
https://www.quicken.com/support/how-quicken-connects-your-bank
(this info is for QWindows BUT if you read the parts about EWC-Express Web Connect, it is effectively the same as Quicken Connect. Unfortunately, the same page for QMac is down at the moment).
Data for Direct Connect transmit only between you and your FI/Bank and NOT stored on Quicken servers.
That said, be aware that the only way to avoid your data ending up on Quicken servers is as follows. You have to meet 4 criteria:
Do NOT have Quicken Connect set up for ANY account
Turn OFF Mobile Sync option
Turn OFF Alerts Notification option
Turn OFF Clean-up Payees options
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
I'm also unhappy with how the import took my transactions that were not assigned a category and tried it's best to categorize them. Thing is, I leave them uncatagorzied until I process the receipt. I am able to run a report on all of these unfilled transactions and easily find and fix them (at least in my old Q2006/7). Now I have to look at the royal mess that Quicken decided to make for me and at this point, I'm not sure if it used its own categories only or used its own and some of mine. At this point I have no confidence in the accuracy of what is categorized which is important to me at tax time. Perhaps deleting all the Quicken standard categories would fix this issue. I don't ever remember Quicken imposing its own categories upon me and I've been a user since Version 1 (Mac)
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 by seeking to have the features you need or desire end up in the latest version.
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. Your VOTES matter!
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)