We're releasing Quicken for Mac 2015 v2.9 today. Please post any issues with version 2.9 in this forum post. This release has a lot of new stuff and will require that you convert to a Quicken ID to continue downloading transactions. Here are the release notes.
Version 2.9.0 (Critical Free Upgrade)
To prevent service interruption, update now.
As part of Quicken's separation from Intuit, we will be migrating a number of services from Intuit to the secure, Quicken Cloud. If you are not on the latest Quicken version by September 30th, you will lose the ability to...
- Create a new file
- Make changes to your account
- Download transactions
- Use the mobile app
- This is a free update
Version 2.9 has a number of feature and stability improvements.
- NEW: The biggest change is the move to the new Quicken ID and Quicken cloud. After launching Quicken, you will be asked to create a new Quicken ID. You should be able to use the same email address and password that you used for your Intuit ID.
- NEW: Quicken Connect transactions will now be delivered via the Quicken Cloud. Quicken will set up your accounts so your transactions continue to download without having to re-enter your banking credentials. This only affects Quicken Connect accounts.
- NEW: As part of this change, Quicken Connect accounts will now download transactions in the background meaning you can continue to use Quicken. Direct Connect accounts including all investment accounts do not currently download in the background.
- NEW: Moved stock quote updates to download in the background.
- NEW: Added support for multiple Cloud accounts using the same Quicken ID. This means you don't need different IDs for each file.
- NEW: There's a new mobile app. You will need a new Quicken mobile app to continue seeing your data. Go to the app store associated with your mobile device to get the latest Quicken mobile app.
In addition to Quicken Cloud features, we also made improvements throughout the product.
A brand new Reconcile experience
- We've completely revamped the Reconcile feature. The new Reconcile feature calculates the beginning balance based on all uncleared transactions which is what Quicken Windows and Quicken 2007 does. This will result in a more accurate reconcile experience that makes sure your Quicken balance actually matches your online or statement balance. In the previous reconcile feature, your Quicken balance was not actually used in the reconcile process and could result in errors. This may mean that the first time you use this new feature you'll discover discrepancies that have always existed but weren't obvious when using the old reconcile feature. To quickly fix this, click on the gear icon to Start Fresh or Add an Adjustment.
- NEW: Choose to reconcile against an online balance or paper statement.
- NEW: Display only uncleared transactions.
- NEW: Check or uncheck all transactions with one click.
- NEW: Added payment and deposit columns in the Reconcile register.
- NEW: Added payment and deposit totals in the reconcile screen.
- IMPROVED: Clear column renamed to Clr so that the column can be narrowed.
When this feature was introduced in Quicken for Mac 2016, it caused a lot of pain for customers because the old reconcile allowed transaction errors to be introduced in the file. We wrote a detailed explanation of how Reconcile works in a forum post called Quicken Mac v3.5 Reconcile Troubleshooting.
12-Month Budget Data Entry
- NEW: You can now enter and create a 12-month budget. In 2015, you will still only be able to see one month at a time but you can plan for an entire year.
- NEW: Now customize your budget with one-time-only, periodic and recurring monthly expenses.
We added a new feature and fixed a number of Portfolio View issues:
- NEW: Portfolio Time Machine (As Of Date)
- See the historical value of your portfolio and individual holdings at a particular point in time.
- Track your investment performance over the past days, weeks, or years.
- Gain deeper learning and insights for future investing.
- IMPROVED: Greatly improved portfolio view performance. Most are seeing at least a 200% speed increase.
- IMPROVED: Changed investment portfolio so that the number of shares display up to 6 decimal places. (This was a request from kelly1, smayer97, rgw2012, jacobs, billp, canuckguy, and m.c.crockett in Quicken Live Community).
- IMPROVED: Quicken will automatically add price history for buy and sell transactions if there isn't current quote data for a particular day. This should result in improved charting.
- IMPROVED: Portfolio view can now expand and fill the entire width of the screen.
- BUG FIX: Fixed an issue where the security name would overlap the disclosure triangle if the name was really long.
- BUG FIX: Fixed an issue in Portfolio View where the disclosure triangle would open multiple securities when in investment, brokerage, retirement or education views.
- BUG FIX: Improved an issue where the chart would show spikes or dips due to stock splits or purchases.
- BUG FIX: Fixed an issue where short sells and covered calls didn't appear in reports. (Thanks to Mr. Cribb for tracking this down and working with us to fix the issue.)
- BUG FIX: Fixed the day change value for mutual funds when using Update All (Thanks to jtarver for bringing this to our attention).
We continue to make improvements and stability fixes throughout Quicken:
- NEW: Now, finally, you can convert your Quicken Windows files (.QDF files) to Quicken Mac without Windows! The Windows to Mac conversion and file import now happens seamlessly on your Mac. No need to have access to a Windows computer or create a transfer (.QXF) file. All you need is your Quicken Windows (.QDF) file.
- NEW: Now you can export Category Summary and Tax Schedule reports to a CSV file (compatible with Excel, Numbers and other spreadsheets). We've received a lot of requests for this one. Enjoy!
- NEW: Added ability to create Quick Category and Tag reports by right clicking (CTRL+Click) on a transaction and selecting Report [Category or Tag].
- IMPROVED: Dramatically reduced file size by eliminating unused data backups stored in the file.
- IMPROVED: Eliminated width restrictions in reports so they can now expand and take up the full width of the screen.
- IMPROVED: Updated Category, Tag, and Action screens to be consistent with Payee and Securities.
- IMPROVED: Added an ability to easily fix a 324 dead account issue. Simply click Setup in Account Status window to fix your account.
- FIXED Made a number of general stability improvements.
Updates9/27 - Released Version 2.9.1 - This fixed a bad crash that would affect users who were still running MacOS 10.9.
9/29 - Released Version 2.9.2:
- FIXED: Fixed an issue that would cause categories on linked transfers to be lost.
- FIXED: Fixed an issue where deleted splits weren't getting propagated to the Quicken Cloud.
- FIXED: Improved reliability of a fix for an MFA issue where customers received an MFA code but didn't have a screen to enter the code in.
- NEW: Created a special Create Quicken ID screen for macOS Lion (10.7) and Mountain Lion (10.8) customers.
