Quicken for Mac 2017 v4.6.x Released

Unknown

Just upgraded to 4.6.6. on Mac then downloaded new transactions from USAA.  All came in with category of "uncategorized", which is annoying as....  Prior to the new update(s), downloaded transactions automatically entered the categories. 

Unknown

diane d said:

I had a major issue with this update which I posted about under the Investment category. Basically my Scottrade brokerage account thinks I still own 10 shares of CPQ (Compaq) which was bought out by HP many years ago. CPQ still exists under another name. It also doubled my stock sale from earlier this month, both transactions were downloaded but only one is correct. I will be happy to paste that post over here if it is a better place for it.

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)

Perfect and thanks! I should just go through all the ideas tonight

fayejean

Bob said:

@ Quicken Marcus: There does seem to be an issue with the upgrade and subsequent problems with Direct Connect downloads. Personally, I have 11 accounts in various institutions (checking, savings, credit cards, retirement and brokerage). All downloaded perfectly with Direct Connect for years. Since the upgrade, nine accounts transitioned to v.4.6.2 and are working fine. 

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. 

I see this too.  Every time I update, one or two accounts register an update, but the others show a "last update" one to several days earlier.   Do the new Quicken updates only register a connection if there is actually something new to download?  This is confusing since it gives the appearance that the connection didn't work. 

ozarkcanoer

Is Quicken for Mac 2017 v.4.6.6 the last 'critical update' in this series of updates?

smayer97

ozarkcanoer said:

Is Quicken for Mac 2017 v.4.6.6 the last 'critical update' in this series of updates?

so far ;-)

circles

ozarkcanoer said:

Is Quicken for Mac 2017 v.4.6.6 the last 'critical update' in this series of updates?

I am using Quicken for Mac 2017 - how do I move some transactions from Quickbooks Self Employed to the current version of Quicken for Mac 2017.  I have also done the Quicken upgrade

JOHN M MALONEY

I also have a problem with my Chase accounts not syncing too well.  

Brendan

I've seen two issues since upgrading to 4.6.x.  I'm at 4.6.6 however, I'm not sure when the issue was introduced as I've installed almost every version released of 4.6.x.

Both issues are with BOA - Online bill payment

I noticed payees duplicated in Quicken but not at BOA.  I often use the description field to add more info, and I noticed I have many duplicates such as:

Toyota Loan  - Unused
Toyota Loan{car} - 44 uses

For now, I merged them.  (EDIT:  Ugh! They come back.)

Check under Window / Payees and check some of your online payees (ones with a Green $ sign)


The second issue that I have seen is that I used to be able to pay Discover two days out.  Quicken seems to now want a week even though the withdrawal from account seems to happen sooner.  For example, the withdraw date may be 10/6 with a payment date of 10/12.  I can log into BOA and move the date- in this example I was able to move it to 10/10.  I assume I could not go sooner due to the Monday 10/9 holiday.

Anyone else see these?

Brendan

Unknown

My bank account has not synced anything since Monday.

Unknown

I have trouble with both Vanguard and Bank of America connections. I know those are two very obscure organizations and you may not have time to make sure things work with them, but if you can look into it I would really appreciate it. I'm sorry this is so hard for you. As a paying customer I know it is my job to listen to you complain about how hard things are, deal with daily problems, and take my time to give you information to do your work in testing and quality.

Unknown

diane d said:

I had a major issue with this update which I posted about under the Investment category. Basically my Scottrade brokerage account thinks I still own 10 shares of CPQ (Compaq) which was bought out by HP many years ago. CPQ still exists under another name. It also doubled my stock sale from earlier this month, both transactions were downloaded but only one is correct. I will be happy to paste that post over here if it is a better place for it.

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)

I have a similar problem with a Schwab brokerage account - multiple duplicate holdings, generally one looks like an old version and one the current.  All together these inflate the account holdings by about 20%, quite a mess.  I tried going to a recent backup that was correct, but Quicken went online to update the accounts, and created the same mess again.

HansT

As of 4.6.6, I'm still experiencing a nightmare re account updates.  Of my 18 online accounts, only 4-6 successfully update on any given day.  The others haven't updated in over a month, according to the "Account Status" window.  Plus, the dates showing for the un-updated accounts are insane, e.g. 2017/09/2217 or 2017/09/1517.  And, every time I attempt an update, I get the dreaded "OFX #-1002" error.  HELP!!!

Jay McAlevy

I wish they would tell us that they are working on updating the accounts on line. I use WFargo and i end up asking 3 times before something happens. I could just be working in the background and i dont know.  It has gone from super slow to I maybe doing something.

Unknown

Jay McAlevy said:

I wish they would tell us that they are working on updating the accounts on line. I use WFargo and i end up asking 3 times before something happens. I could just be working in the background and i dont know.  It has gone from super slow to I maybe doing something.

Hey RickO...why does Quicken Mac 2017 now update via Direct Connect, show the Account Status window and THEN download via Quicken Connect?

Shouldn't the Account Status window show AFTER all transactions have been downloaded?  I find this very confusing now...as I have to watch the circle-arrow continue to spin to figure out when it's done downloading.  

Unknown

Dead Fish Dan said:

I can't seem to find the update. Even the Check for Update option from the software says my current version is up to date.

Me, neither, I can't find the update to download

Unknown

HansT said:

As of 4.6.6, I'm still experiencing a nightmare re account updates.  Of my 18 online accounts, only 4-6 successfully update on any given day.  The others haven't updated in over a month, according to the "Account Status" window.  Plus, the dates showing for the un-updated accounts are insane, e.g. 2017/09/2217 or 2017/09/1517.  And, every time I attempt an update, I get the dreaded "OFX #-1002" error.  HELP!!!

I have the same thing, however in my case the accounts that don't update have had no activity. For example, a savings account I hardly touch. If/when it has some change, then Quicken shows it as updated. Not saying this is right, but could this be the case with your non-updating accounts? Still, this is maddening. If this is a feature, then please get rid of it. Users expect to see EVERY account shown as updating so we KNOW the system is functioning. 

Unknown

HansT said:

As of 4.6.6, I'm still experiencing a nightmare re account updates.  Of my 18 online accounts, only 4-6 successfully update on any given day.  The others haven't updated in over a month, according to the "Account Status" window.  Plus, the dates showing for the un-updated accounts are insane, e.g. 2017/09/2217 or 2017/09/1517.  And, every time I attempt an update, I get the dreaded "OFX #-1002" error.  HELP!!!

What I've also noticed is that in Quicken Mac 2017 when I do a One Step Update...the Update Window appears AFTER the Direct Connect banks are downloaded but BEFORE the Quicken Connect banks download.

Thus, I have to look at the circle-arrow to see when the downloading process is actually complete. 

Robert1

Chase account updates have stopped downloading. Account Status still reports "Last Connection Successful" but zero downloads. Deactivated and reactivated all Chase accounts. Confirmed Direct Connect. Confirmed downloading to Quicken is enabled via the Chase website. Toggled between "Download all available transactions" and "Download transaction starting: [past date]" in Troubleshooting. Nothing has worked. Contacted Chase and they have opened  ticket but have no solution at this time. Any advice?

Unknown

Hello?!?!? Every single time I use Quicken it fails on Vanguard password. I update it and and it happens again and again and again. And you want me to buy 2018? 

Unknown

Michelle said:

After a few tries, it finally migrated me to the updated version last night. Total disaster. All my accounts are screwed up, missing transactions, have balances that are off etc.  It seems a lot had to do with manually edited transactions, but that doesn't seem to be all of it. Several of my accounts are many thousands of dollars off. I'm very unhappy, since this is a very inconvenient time for this to happen for me. Will there be a fix? Is there a way to go back to yesterday do I can salvage what I can?

Mine is an absolute mess as well.  I didn't about this migration and I updated only to run into all kinds of trouble.  For the first time EVER I cannot balance my checking account.  One of my savings accounts shows a different balance when I try to reconcile.  One big mess and I've tried to bring back my backups and it just gets worse.  I think I have to start all over after many many years of using quicken on my PC then went to MAC a few years ago, never did like the change over to MAC but this is horrible!