Quicken for Mac 2018 v5.2 Released

Quicken Marcus

Today we released Quicken for Mac 2018 v5.2.  The key features are:

• 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.

Quicken is now also a subscription product like Adobe Creative Suite and other software products. Quicken was sort of a subscription before since there was a 3 year limit on the connected services. I realize this is a big change for some so please discuss this in all the other forum posts about this topic but let's try to keep this post focused on bugs and issues in the new product. This will allow us to spot and address problems quicker.

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.

Matthew Phelps

Just upgraded from 2017 and seems to be running smoothly. The "Enter Activation Code..." dialog says I will receive an activation code in the order confirmation email, but there isn't one. Any ideas?

ozarkcanoer

Is Amazon's 2-year subscription with benefits (slightly lower per-year price and 15GB of Dropbox) really only available on CD/DVD?  I haven't owned a optical drive in years.

Unknown

ozarkcanoer said:

Is Amazon's 2-year subscription with benefits (slightly lower per-year price and 15GB of Dropbox) really only available on CD/DVD?  I haven't owned a optical drive in years.

So far, Amazon is only selling the CD version.

Zoolook

I've been waiting for multi-currency on the Mac version since before Essentials came out. It's the main reason I keep a VM on my Mac.

Will the migration from Quicken Windows to Quicken Mac maintain the transfers from USD to GBP accounts?

brucel

Upgraded.  Overall the upgrade looks good, especially the improvements in the Investment area.  However, the new version blocks the main thread much (spinning rainbow cursor) much more than 2017 making it unbearable to use with my large data file.  These types of issues can easily be resolved if the development team would leverage Grand Central Dispatch (GCD) or NSOperationQueues to move the computationally intensive operations off the main UI thread to background threads.

Unknown

how does the dropbox backup work? 

Unknown

if we own v2017 is there an upgrade path?

Zoolook

brucel said:

Upgraded.  Overall the upgrade looks good, especially the improvements in the Investment area.  However, the new version blocks the main thread much (spinning rainbow cursor) much more than 2017 making it unbearable to use with my large data file.  These types of issues can easily be resolved if the development team would leverage Grand Central Dispatch (GCD) or NSOperationQueues to move the computationally intensive operations off the main UI thread to background threads.

Have you reviewed the source code to know they're not using those? 

zwzlife

Canadian here. I can order and download QM2018 Deluxe (Bill Pay is not for Canadian after all) by using a fake USA zip code.
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.

Unknown

zwzlife said:

Canadian here. I can order and download QM2018 Deluxe (Bill Pay is not for Canadian after all) by using a fake USA zip code.
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.

Won't the US version, however, prohibit you from connecting to Canadian banks?

zwzlife

zwzlife said:

Canadian here. I can order and download QM2018 Deluxe (Bill Pay is not for Canadian after all) by using a fake USA zip code.
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.

No issue found with my banks, same as QM2017. 
CIBC - Web Download
PC Financial - Web Download
CIBC Investors Edge - Manually
Tangerine - Quicken Connect
TD - Web Download

Bobalaska

I am interested upgrading from Quicken 2015 to buying 2 year subscription to Quicken 2018 Deluxe
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?

Unknown

Bobalaska said:

I am interested upgrading from Quicken 2015 to buying 2 year subscription to Quicken 2018 Deluxe
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?

1 Yes.  Two year subscriptions are only available from retailers.  Right now, I've seen Amazon sell a CD version (27 months, actually) and Office Depot and Staples offering download versions.

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.  

Unknown

Is there a way to have non-cleared transactions show as bold?

Bobalaska

ozarkcanoer said:

Is Amazon's 2-year subscription with benefits (slightly lower per-year price and 15GB of Dropbox) really only available on CD/DVD?  I haven't owned a optical drive in years.

This may be quibbling, but not sure it's a lower cost per year price exactly, as Quicken says 2 years will cost $79.99 (vs. 1 year for $49.99, or $30 for the second year).  Amazon gives an extra 3 months for $10 more; to be the same price it seems it would have to be at least 4 months.  However, they give 15GB Dropbox vs 5, plus free access to priority customer service (A "Premier" version feature only).  And that certainly might be worth the "difference," if any.

Unknown

ozarkcanoer said:

Is Amazon's 2-year subscription with benefits (slightly lower per-year price and 15GB of Dropbox) really only available on CD/DVD?  I haven't owned a optical drive in years.

Quicken Deluxe 2018 is $64.99 for a two year subscription at Staples and Office Depot.  

That's the better deal.  

Bobalaska

Bobalaska said:

I am interested upgrading from Quicken 2015 to buying 2 year subscription to Quicken 2018 Deluxe
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?

Thanks for the quick response.  So if I understand correctly I use my Quicken ID on both my computer for my data file, and my Quicken ID on my wife's computer to access her data file.  So one subscription, 2 computers, and 2 data files will migrate to the new version (from 2015).

Unknown

ozarkcanoer said:

Is Amazon's 2-year subscription with benefits (slightly lower per-year price and 15GB of Dropbox) really only available on CD/DVD?  I haven't owned a optical drive in years.

Quicken Premier 2018 is $99.99 for a two year subscription at Staples and Office Depot.

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.  

Concordman

Eric said:

Is there a way to have non-cleared transactions show as bold?

Agree probably has not changed

Unknown

Bobalaska said:

I am interested upgrading from Quicken 2015 to buying 2 year subscription to Quicken 2018 Deluxe
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?

Yes, that's correct.  Your subscription (purchase) is tied to your Quicken ID.  You can download Quicken onto three PC's (Windows and/or Mac).  You can use unlimited number of data files using one Quicken ID.  

smayer97

@Quicken Marcus take a look at this one...
https://getsatisfaction.com/quickencommunity/topics/multi-currency-account-migrated-incorrectly-mac-...

Quicken Marcus

Matthew Phelps said:

Just upgraded from 2017 and seems to be running smoothly. The "Enter Activation Code..." dialog says I will receive an activation code in the order confirmation email, but there isn't one. Any ideas?

Did you order online via Quicken or an online retailer or did you buy in a retail store?  If you ordered online via Quicken, you shouldn't need an activation code unless something went wrong.  If you bought online but via an online retailer like Staples, then you should be getting one via email.  Are you still waiting for the email?

Quicken Marcus

ozarkcanoer said:

Is Amazon's 2-year subscription with benefits (slightly lower per-year price and 15GB of Dropbox) really only available on CD/DVD?  I haven't owned a optical drive in years.

In the box there's a card with the activation code and a URL to download the software so you won't need to have a CD drive.

Quicken Marcus

Zoolook said:

I've been waiting for multi-currency on the Mac version since before Essentials came out. It's the main reason I keep a VM on my Mac.

Will the migration from Quicken Windows to Quicken Mac maintain the transfers from USD to GBP accounts?

That's a great question.  I don't know the answer to that.  I'll have to test it tomorrow.  I think Quicken Windows stores different values on both sides of the linked transfer and they don't  keep an exchange rate between the 2 sides.  However, the mac requires that both sides of the Transfer have the same value so I'm not quite sure what the Mac does when it gets 2 different values.  My guess is that we break the transfer and treat them as 2 different transactions but I'm not sure.  If the Mac did this, would this be OK or do you require them to remain linked?

Quicken Marcus

brucel said:

Upgraded.  Overall the upgrade looks good, especially the improvements in the Investment area.  However, the new version blocks the main thread much (spinning rainbow cursor) much more than 2017 making it unbearable to use with my large data file.  These types of issues can easily be resolved if the development team would leverage Grand Central Dispatch (GCD) or NSOperationQueues to move the computationally intensive operations off the main UI thread to background threads.

That code is the same as in 2017 so it shouldn't be performing differently but it's an interesting data point that you are seeing a difference.  Please let us know if you observe other things regarding the beach ball.  The only thing we're doing on the main thread is writing to the database which shouldn't take that long but clearly it's happening so we'll need to investigate it more.  Thanks for reporting it and let us know if it continues and doesn't go away.

Quicken Marcus

bigevil said:

how does the dropbox backup work? 

You just change the file location for where you save your files and switch it to save to your Dropbox account/folder.  What we're giving you is a little extra Dropbox storage than what you'd get with a free account so it's just regular dropbox but with more space.

Quicken Marcus

Bob Harris said:

if we own v2017 is there an upgrade path?

Quicken 2018 opens 2017 files so no upgrade there.  If you're talking about a discount of some sort, you probably will get some sort of offer in email or in your 2017 product.

Quicken Jeff

bigevil said:

how does the dropbox backup work? 

See also:
https://www.quicken.com/support/getting-started-how-use-dropbox-quicken

Quicken Marcus

zwzlife said:

Canadian here. I can order and download QM2018 Deluxe (Bill Pay is not for Canadian after all) by using a fake USA zip code.
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.

Quicken for Mac works with Canadian banks just like 2017.  There will be a new Canadian subscription plan launched later.  

smayer97

zwzlife said:

Canadian here. I can order and download QM2018 Deluxe (Bill Pay is not for Canadian after all) by using a fake USA zip code.
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.

Just cross-linked this info to the Informal Survey of Connectivity Results with Financial Institutions (FIs)/Banks in Canada using Quicken for Mac

to capture a more recent data point here.

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