Quicken for Mac 2018 v5.2 Released
Quicken Marcus
Employee ✭✭✭✭
Today we released Quicken for Mac 2018 v5.2. The key features are:
Under-the-hood the product is also very different. We're leveraging a brand new reporting engine that was designed to support lots of different types of reports. We're using this already in the existing Summary, Comparison and Transaction reports in addition to the new native portfolio view. The hope is that we should be able to accelerate the creation of new reports.
Anyway, please post any issues that you run into here in this forum so we can spot and investigate them quickly.
Updates
10/23 - Some are reporting a crash on launch. This is caused by having an Add Shares without a security. We're working on a fix for 5.2 but if you're in this position go back to your 2017 app and sort investments by Security/Payee and find blanks with a type of Add Shares. You can probably delete this transaction since it doesn't mean anything. Or if it does, then you should fill in a security. Make these changes in your 2017 file before trying to use the same file in 5.2.
10/23 - Released 5.2.1 which fixes 2 crashes. 1) There was a crash that would occur on launch if the customer had an Add Share transaction without any security. 2) This crash would occur if the customer had a scheduled transaction with a transfer that auto-matched with a transaction that had multiple splits.
- Bill Presentment: Automatically link online bills to see the current due date and amount due.
- Customizable investment portfolio view with performance (IRR) tracking.
- Explicit lot assignment.
- Improved support for Single Mutual Fund (SMF) and 401k/403b accounts.
- Loan What If Analysis.
- Multiple currency and conversion on sidebar and transfers.
Under-the-hood the product is also very different. We're leveraging a brand new reporting engine that was designed to support lots of different types of reports. We're using this already in the existing Summary, Comparison and Transaction reports in addition to the new native portfolio view. The hope is that we should be able to accelerate the creation of new reports.
Anyway, please post any issues that you run into here in this forum so we can spot and investigate them quickly.
Updates
10/23 - Some are reporting a crash on launch. This is caused by having an Add Shares without a security. We're working on a fix for 5.2 but if you're in this position go back to your 2017 app and sort investments by Security/Payee and find blanks with a type of Add Shares. You can probably delete this transaction since it doesn't mean anything. Or if it does, then you should fill in a security. Make these changes in your 2017 file before trying to use the same file in 5.2.
10/23 - Released 5.2.1 which fixes 2 crashes. 1) There was a crash that would occur on launch if the customer had an Add Share transaction without any security. 2) This crash would occur if the customer had a scheduled transaction with a transfer that auto-matched with a transaction that had multiple splits.
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This discussion has been closed.

Comments
Will the migration from Quicken Windows to Quicken Mac maintain the transfers from USD to GBP accounts?
Installed, login with existing ID, open a QM2017 file. So far so good.
I changed my account's address back to Canadian address after got the confirm email.
CIBC - Web Download
PC Financial - Web Download
CIBC Investors Edge - Manually
Tangerine - Quicken Connect
TD - Web Download
Mac. I understand I can only do this from retailer, not on Quicken
website.
Questions: 1. Is that correct?
2. Licensing: Quicken website
says that at least prior versions of Quicken can be installed on up to three computers in the same
household. So if I buy a 2 year subscription, install onto my
computer, and then want to install on a second computer- mainly for my
wife's Quicken account, does it work the same way- use my Quicken ID for installation on my computer to access my data file, and then use her ID on her computer, etc? Is only difference the subscription vs former paid upgrade models?
2 No. You'll need to use the SAME Quicken ID on all computers. The Quicken ID is tied to your product registration number. But you can still have different Quicken data files associated with the same Quicken ID.
https://getsatisfaction.com/quickencommunity/topics/since-office-depot-has-already-spilled-the-beans...
Answer for QM2017: No, but there's an uncleared filter. I doubt it's changed.
That's the better deal.
Quicken Premier 2018 is $129.99 for a 27 month subscription and 15 GB Dropbox storage on Amazon.
Quicken Premier 2018 is $74.99 for a one year subscription via quicken.com
$99.99 is still the better deal.
https://getsatisfaction.com/quickencommunity/topics/multi-currency-account-migrated-incorrectly-mac-...
- 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)