Quicken for Mac 2018 v5.2 Released
Comments
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This is correct. One Quicken ID which is tied to your subscription used on multiple computers which supports lots of files. In fact, if you have multiple ID's tied to different files you'll want to convert them all to your single subscription Quicken ID. In 2018, your Quicken ID is tied to the application and not really to the file. You can open a file with a different QUicken ID and theoretically view it but if you try to sync or download transactions you'll be asked to change the owner. Changing the owner does mean you'll need to set up the account downloads again but this will be necessary to move everything under the subscription ID.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?0 -
This hasn't changed but it's an interesting idea.Eric said:Is there a way to have non-cleared transactions show as bold?
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Thanks. So I guess we don't really support migrating a Quicken Windows file with transfers between accounts of different currencies. The question still stands, would it be OK to break these transfers and to make them 2 separate transactions at least until we can add the architecture to do this correctly. At least the balances wouldn't be wrong.@Quicken Marcus take a look at this one...
https://getsatisfaction.com/quickencommunity/topics/multi-currency-account-migrated-incorrectly-mac-...0 -
@Marcus, it is definitely a significant regression and much worse than Quicken 2017. For example, if I click on Investments in the side bar, I see a beach ball for at least ~15 seconds for 1 year of data. Apple's Instruments (see image below) clearly shows that all the work is being done on the main UI thread when I click on Investments (blocking the UI thread causes an unsatisfactory user experience). A better user experience and best practice is to push the computationally intensive tasks to a background thread and present a progress spinner or some sort of user feedback until it completes but blocking the main UI thread so the user sees a beach ball is not an acceptable solution. While it is purported that this code hasn't changed, perhaps the new reporting framework is being invoked and processed on the main UI thread without allowing the event loop to process UI events. These measurements are on my iMac 27" Retina with a quad-core 4GHz Core i7 processor with an internal SSD (much more horsepower than Quicken should require to run smoothly). I'm happy to take this discussion offline if it will help to resolve the core issue.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.
The Instruments view below is a zoom of the processing period above that shows that computing the investment information for presentation not only runs on the main UI thread but that it also doesn't leverage the 8 i7 CPUs available. At a minimum, this computationally intensive work should be moved to a background thread to relieve the main thread UI event processing/responsiveness but if it can be dispatched to work queues for parallel processing across available CPUs, it would be much faster.
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FWIW, I perceive a very slight lag from QM17 when clicking on Investments sidebar -- like three or four seconds of beach ball rather than instantaneous. My file has ~8 years of investment data.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.
Specs:
QM18 Premier Version 5.2.0 (Build 52.20373.100); macOS 10.12.6; MacBook Pro (Retina, 15-inch, Mid 2015); 2.5 GHz Intel Core i7; 16 GB 1600 MHz DDR3; SSD; AMD Radeon R9 M370X 2048 MB Intel Iris Pro 1536 MBQuicken Premier Mac and Windows0 -
Please report your tests about foreign currency transfers and conversions here, because I also had to return QM because it didn't handle foreign currency transactions. This is a critical issue for me, and would like to know any problems related to this before I consider moving to QM. Thanks.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?0 -
It doesn't - I tried it. I raised the issue in a different thread. It transfers $1,000 as £1,000 to the recipient account so my GBP account's balance is completely wrong with hundreds of transactions incorrect.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?0 -
I have 12 years of investments across 4 accounts and it takes 2 - 3 seconds to render with no beachball. I'm on a 4th gen i7 MacBook Pro (mid-2014) so nothing special. macOS 10.12.6brucel 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.
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Zoolook: Thanks for the heads up. It ́s really frustrating. What is very surprising is that such a huge bug went unnoticed by the Quicken engineering team. It shows that Quality Control and testing is quite poor.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?0 -
In addition to the better price, Staples also offers an electronic download, whereas it seems like Amazon and Office Depot are only selling boxed copies. I got mine at Staples.-- NORMAL --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.
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In addition to the better price, Staples also offers and electronic download, whereas it seems like Amazon and Office Depot are only selling boxed copies. I got mine at Staples. -- NORMAL --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.
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In Quicken Mac 2018 Premier, I'm looking at the "All Transactions" view. In the upper right-hand corner of the window, it's now showing "Today's Balance" where in Quicken Mac 2017, it used to show Total Net Worth. Is this a bug or the intended function? If intended, it's not clear to me what this "Today's Balance" is showing? To me, Total Net Worth is a more intuitive number to show in the All Transactions view. -- NORMAL --0
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I would prefer this to the current way - I won't be using the Mac Quicken as my primary until I can migrate the balances correctly. I have mortgage and regular accounts in another currency so it's critical the balances are correct.@Quicken Marcus take a look at this one...
https://getsatisfaction.com/quickencommunity/topics/multi-currency-account-migrated-incorrectly-mac-...
As an aside, I love the fact we can download Windows and Mac Quicken based one purchase (or subscription more accurately).0 -
Good information @Quicken Marcus . The response from Amazon on why they don't have software download was this: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.
" I have checked and inquired and I'm sorry to inform you that quicken has only released a CD version of this software on Amazon.
So does that mean that with Amazon's physical media there will also be a card activation code and URL?
Please note that we provide a platform to Quicken to give the customers on Amazon a great variety of software. As they are the content owners and as they have released only the physical version but not digital version of the Software on Amazon, we are unable to offer you a digital version of the Software. "0 -
Hmmm. Quicken 2018 for Mac does not significantly improve reports? Do we need to wait another year for such capabilities. Or do you suggest we give up on the Mac and switch to the Windows version of Quicken???? Poor reporting capabilities remains a glaring omission in the Mac software.0
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Sorry if this is a repeat question. How long with Quicken 2017 Mac continue to fully function (including downloads from financial institutions)?0
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So far, so good using Premier; I really like some of the improvements. Since you asked for bugs I have a trivial one... In the portfolio view of investment accounts, there is the ability to sort securities by whichever columns you have shown. The issue is, when sorting by anything other than the name, it sorts the "Total" line with it, which more often than not puts it somewhere in the middle.
So if you were to sort by symbol for example, it ends up like this:
ABC $100
TOTAL $175
XYZ $75
Certainly a minor issue, but annoying enough that I thought I'd let you know!
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Sloppy and embarrassing,jive turkey said:So far, so good using Premier; I really like some of the improvements. Since you asked for bugs I have a trivial one... In the portfolio view of investment accounts, there is the ability to sort securities by whichever columns you have shown. The issue is, when sorting by anything other than the name, it sorts the "Total" line with it, which more often than not puts it somewhere in the middle.
So if you were to sort by symbol for example, it ends up like this:
ABC $100
TOTAL $175
XYZ $75
Certainly a minor issue, but annoying enough that I thought I'd let you know! 0 -
But isn't that the rationale for having the new "subscription" policy for Quicken? So that you'll ALWAYS have the "latest and greatest" version of the software?RickO said:I just opened Quicken 2018 and it updated to 5.2.1 without offering the ability to delay the update.
I find this completely objectionable!!! I want control over when and if I apply any updates to my software.
That should be Quicken Inc's reasoning for automatic downloading. To eventually get everyone on the same version...whether you like it or not. Easier to troubleshoot that way.
BTW, welcome to what Quicken Windows users have been encountering for months now...automatic updates WITHOUT prompting whether you want to update or not. You just have to. If you ignore the prompt after a One Step Update, it automatically downloads and updates when you re-open Quicken Windows.0 -
NOT in the recent Windows versions of Quicken. As I mentioned, when you did a One Step Update, there would be a message that an update is available. You have the opportunity to Download Now.RickO said:I just opened Quicken 2018 and it updated to 5.2.1 without offering the ability to delay the update.
I find this completely objectionable!!! I want control over when and if I apply any updates to my software.
But if you declined, the very NEXT time you opened Quicken Windows, it would update regardless.
Welcome to the Quicken Windows World.
And I guess you missed my point about Quicken Inc wanting EVERYONE to be on the same version. Thus, the automatic downloads of updates...whether you want to or not.
As I said, it's easier to support that way. No mishmash of versions trying to troubleshoot.
That's gonna be the subscription plan way from here on out. Better get used to it.0 -
Finally, to be certain we are all measuring the same user scenario, I am talking about the following: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.
1. Click on "Investing" in the side bar.
2. Select "Portfolio" and "1yr" - you should see a graph.
3. Click on one of your cash accounts to move away from Investing Portfolio view
4. Now click back to the Investing Portfolio view for 1 year of data
To understand the amount of data involved in the user scenario above, I filtered all investment transactions for the last 12 months (the same period shown in the Investments Portfolio view that beach-balls on my system). It is interesting to note that there are only 503 transactions in past 12 months. 500 data elements is not a lot to ask of a 4GHz quad-core i7 to crunch especially when it is simply computing and displaying a graph and table. That said, I do have 6,832 investment transactions across multiple brokerage accounts spanning more than 20 years but, again, I don't think that matters for this user scenario because the Investing->Portfolio view only displays the past year (1y) which is only 503 transactions.
I am confident there is an implementation issue in 2018 that I am sure the team can fix easily because querying, sorting, rolling up, arithmetic, etc. operations are ideal candidates for background thread processing, and in parallel, because those functions do not require user interaction. Apple developed NSOperationQueues and GCD to make it very easy for developers to push computations off the main UI thread and to break large computations into sets of operations that can run in parallel.
Once the computation (e.g. compute Portfolio View) is moved to the background, further performance improvements could easily be made if the Portfolio View computations are partitioned into subqueries or subtasks dispatched across threads for parallel computing (again, Apple has made parallel computation via NSOperationQueue & GCD really easy). To illustrate in simplistic hypothetical terms what a nominal solution might be, consider the following: For the Investments Portfolio View - CPU 1 services the UI (no UI blocking), CPU 2 computes Account 1 portfolio value, CPU 3 computes Account 2 portfolio value, ... CPU n sums Account 1-n portfolio values and delivers the result to CPU 1 which renders it in the UI. I have 8 cores, so in practice the 500 transactions could be processed by 7 cores (500/7 = 71 transactions per core) instead of computing everything on the main UI thread which blocks until complete. This would perform 7 times better on multi-processor systems and scales nicely for users as they grow with Quicken adding multiple investment accounts. This use case is very real in the US due to tax laws that require separate tax-deferred accounts per person in each household. As is my case, Husband and wife each have one or more IRA, 401k, SEP-IRA, Roth-IRA and Brokerage accounts held by different financial institutions.
The pattern I'm expressing above is a commonplace best-practice for macOS and iOS application developers and has been for quite some time, especially as the market continues to produce processors with more cores at the same clock speed versus the prior thrust of faster fewer cores - developers have to adapt to using multiple cores to ensure their applications are performant.
Bottom-line: As a long-time Quicken user, I am excited by the fact that the new Quicken team is investing in the Mac Product and am more than happy to pay an annual subscription for a feature-rich high-quality product. It is pretty clear that the team has been working tirelessly to separate their backend cloud from Intuit and to prepare the 5.2 release in parallel. The macOS product is finally advancing again but users will be turned off by the product if they become frustrated by glaring performance bottlenecks and my point is, that simply shouldn't happen if Quicken leverages Apple's SDKs to perform parallel operations in the background which is commonplace in all apps these days. I certainly wouldn't take the time to provide this feedback if I didn't think it was important to Quicken on macOS's future.
All of that said, I don't have any thing more to add this issue or thread at this point. I will be happy to discuss this offline or test pre-release performance improvement updates if that adds value or helps.0 -
From the quicken.com Mac website:RickO said:I just opened Quicken 2018 and it updated to 5.2.1 without offering the ability to delay the update.
I find this completely objectionable!!! I want control over when and if I apply any updates to my software.
Get the latest features without the upgrade hassle0 -
Does the 2018 version for Mac enable for investment transactions? In the past if you wanted to move from Quicken for Mac to Quicken for Windows you could not export investment transactions, only bank accounts, credit cards etc.0
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I think I only need the Deluxe version right now. If I decide I want the Premier version later, is there an upgrade path?0
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You will be very hard pressed to convert your Quicken Mac data to use in Quicken Windows. It's a long arduous path.Jonathan said:Does the 2018 version for Mac enable for investment transactions? In the past if you wanted to move from Quicken for Mac to Quicken for Windows you could not export investment transactions, only bank accounts, credit cards etc.
BTW, Quicken Mac 2017 has investment transactions and support for investment accounts. So, not sure what you'd be looking for in Quicken Mac 2018.0 -
I am chained to the Mac version since it has all my investment history. I would like to change to Windows, any Quicken for windows version but I can't unless I start from scratch with my investment data.Jonathan said:Does the 2018 version for Mac enable for investment transactions? In the past if you wanted to move from Quicken for Mac to Quicken for Windows you could not export investment transactions, only bank accounts, credit cards etc.
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Thank's @RickO and I'm glad to see 2017 lives into 2020; time to see how 2018 and 5.2.x works out.ozarkcanoer said:Sorry if this is a repeat question. How long with Quicken 2017 Mac continue to fully function (including downloads from financial institutions)?
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Should we save Quicken for Mac, 17?0
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I don't see what the complaint is using Deluxe 2018. I couldn't find the sorting by columns the first time I tried but "total" line stays at top of list. If "Group by" is used, then there is a total for the group followed by members of the group sorted as they should be, then a total for the next group followed by that group sorted properly. Perfectly as might be expected especially since one can collapse a group by clicking the widget preceding the group name.jive turkey said:So far, so good using Premier; I really like some of the improvements. Since you asked for bugs I have a trivial one... In the portfolio view of investment accounts, there is the ability to sort securities by whichever columns you have shown. The issue is, when sorting by anything other than the name, it sorts the "Total" line with it, which more often than not puts it somewhere in the middle.
So if you were to sort by symbol for example, it ends up like this:
ABC $100
TOTAL $175
XYZ $75
Certainly a minor issue, but annoying enough that I thought I'd let you know! 0 -
Rick will you be running both QM17 & QM18 for awhile or do you bite the bullet & go to QM18 full board?RickO said:I just opened Quicken 2018 and it updated to 5.2.1 without offering the ability to delay the update.
I find this completely objectionable!!! I want control over when and if I apply any updates to my software.0
