Quicken for Mac 2018 v5.2 Released

Concordman

qmac_scott said:

I think I only need the Deluxe version right now. If I decide I want the Premier version later, is there an upgrade path?

kathryn mentioned in a previous thread that there would be no issues converting QM deluxe data file to premier.

RCinNJ

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.

"It appears the program will not even launch now without an internet connection." Hard to believe this is true. I hope you are mistaken, but it is Quicken and they have a history of stupid decisions. If this is true it is another deal breaker for me.

Concordman

jrrollins7 said:

Should we save Quicken for Mac, 17?

In agreement with you i.e. Dish Network. I am suffering with their product at present 

Eagle22

When I started Quicken for Mac 2017 4.6.6 a little while ago I got the message to upgrade to Quicken 2018. I am not ready to update so I closed the upgrade dialog and plan on upgrading later. However, when I started quicken the next time I did not get the upgrade dialog and did not get it by selecting "Check for updates" from the menu.

How do I get the upgrade dialog back to be able to upgrade when ready? 

Eagle22

When you upgrade to Quicken 2018 from Quicken 2017 for Mac does the Quicken 2017 product have to be manually removed after the upgrade?

My guess is yes it will have to be manually removed?

Concordman

Eagle22 said:

When I started Quicken for Mac 2017 4.6.6 a little while ago I got the message to upgrade to Quicken 2018. I am not ready to update so I closed the upgrade dialog and plan on upgrading later. However, when I started quicken the next time I did not get the upgrade dialog and did not get it by selecting "Check for updates" from the menu.

How do I get the upgrade dialog back to be able to upgrade when ready? 

Pretty sure if you reboot your machine it will come up for you; regardless rest assured it will find its way back over to you 

Eagle22

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.

I got the following dialog

Maybe quicken has changed the upgrade to make it optional?

Unknown

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!  

Tom, do you mind sorting by gain/loss, or something else that lists numbers for each security and totals them up to see what happens? Maybe it is a Premier issue. Here is an example of what I get when I sorted "Gian/Loss 1-month (%)." Notice the Total row in the middle of the securities list.

Eagle22

Eagle22 said:

When I started Quicken for Mac 2017 4.6.6 a little while ago I got the message to upgrade to Quicken 2018. I am not ready to update so I closed the upgrade dialog and plan on upgrading later. However, when I started quicken the next time I did not get the upgrade dialog and did not get it by selecting "Check for updates" from the menu.

How do I get the upgrade dialog back to be able to upgrade when ready? 

Reboot did not bring it back. I am sure it will find its way back (maybe daily for a while), but I would prefer to trigger the update dialog when ready.

qmac_scott

qmac_scott said:

I think I only need the Deluxe version right now. If I decide I want the Premier version later, is there an upgrade path?

Thank you. I'll have to try to find that thread. However, I wasn't speaking of data file conversion, I was thinking of cost of upgrading. In other words, hopefully I can upgrade for some amount less than buying a whole new 1 or 2 year subscription.

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.

Yes, in the box along with the physical CD there is a URL and activation code for you to get Quicken.  We don't currently support Amazon digital download of the software.  

Unknown

bigevil said:

how does the dropbox backup work? 

Beside the question of if you can combine the extra space with an existing account, I see nothing in the link provided that tells the user/Dropbox that you are a Quicken customer that should get extra space.  It just says to sign up for the free Dropbox.

What "triggers" the user getting the extra space?

Note the reason I ask is because of this user asking on this thread (they are using Windows, but it should be similar):
https://getsatisfaction.com/quickencommunity/topics/dropbox-confusion?topic-reply-list%5Bsettings%5D%5Bfilter_by%5D=all&topic-reply-list%5Bsettings%5D%5Breply_id%5D=19044699#reply_19044699

Concordman

qmac_scott said:

I think I only need the Deluxe version right now. If I decide I want the Premier version later, is there an upgrade path?

i am unable to speak to the cost issues; hopefully the folks from Quicken can reply to you on the $$$'s

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?

I checked in our bug database and this issue is there so it's not unnoticed.  Personally, I just wasn't aware of it.  I think on import we'll see if we can break the link and make them 2 separate transactions so at least the balance stays the same.  The problem is that Quicken Mac fundamentally in its core doesn't support linked transfers between accounts of different currencies and changing this is a really big deal.  We'll have to make the change eventually but it's not something that will happen overnight.

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.

Brucel, I thought you were talking about transaction downloads.  That part of the code hasn't changed between 2017 and 2018.  Investments, of course, has changed a great deal since it's a brand new portfolio view.  We've been testing with some pretty large investment files and haven't seen the beach ball but possibly there is a particular issue with the type of data or something that needs more optimization to make it better.  Thanks for your detailed explanation.  I'll pass your post to the developer to see if it triggers any thoughts on why it's so slow for you.

Quicken Marcus

smayer97 (QM2007, CDN user since '92) said:

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

Thanks for your reply.  I think in the short term since this is an architectural limitation of Quicken Mac that the only way this would make any sense is if we make them 2 separate transactions.  No one wants their balances to be wrong.

Unknown

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?

I have the same problem but can't get past the activation code.

Quicken Marcus

DrGForce said:

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 --

We didn't change this behavior in Quicken Mac 2018 so it should be working exactly as it did in 2017.  You may be thinking of 2016 where I think it was net worth. 

In 2017 and 2018 net worth is now shown at the bottom of the sidebar.  We did this to align with Quicken Windows. 

2016 had net worth in the All Accounts view because we were sort of mirroring Mint then since we were all part of the same company and we were thinking that Quicken Mac might be an upgrade to Mint customers looking for more depth. 

In any case, I agree with you that the number we show now doesn't mean much and possibly we shouldn't even show a number.  Not sure.  What do others think? 

Concordman

Eagle22 said:

When I started Quicken for Mac 2017 4.6.6 a little while ago I got the message to upgrade to Quicken 2018. I am not ready to update so I closed the upgrade dialog and plan on upgrading later. However, when I started quicken the next time I did not get the upgrade dialog and did not get it by selecting "Check for updates" from the menu.

How do I get the upgrade dialog back to be able to upgrade when ready? 

Not sure it will work that way but the other method if/when you are ready to pull the trigger is simply to go  online to Quicken.com., Amazon, etc and purchase the product

Quicken Marcus

XCO said:

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.

I mentioned this above in the opening of the post that we made significant changes to reports under-the-hood by building out a true reports engine.  Our next step is to redo all our existing reports and have them be based on this new engine.  After this transition, we'll be able to build new reports.   We all agree that Quicken Mac's reporting needs improvement and the hope is to have a lot of it completed this year.  The good news about subscription is you can use both Quicken WIndow and Mac without paying more. 

jacobs

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?

Jose, this might seem like semantics, but it's not so much a "bug" as it is a feature which doesn't exist. The modern Quicken Mac product (which launched with Quicken 2015) has not yet ever implemented multi-currency support; it only allowed you to set specific accounts to display a non-US currency, but it has not supported conversions between two currencies. So it's not surprising that the conversion from Windows would be problematic, for the reasons Marcus describes above. Fixing this "bug"/adding this functionality will require re-architecting how Mac transfer transactions work, something that's presumably on the future roadmap but not yet a part of the Quicken Mac product. (It's one of many features in Quicken Windows that just doesn't exist yet in Quicken Mac.)

I know this doesn't help anyone using multiple currencies in Windows and looking to move to Mac, I'm just trying to offer an explanation. And to clarify that this issue isn't a result of poor testing, lack of quality control, or accidental omission by the engineers -- it's simply a feature which does not yet exist in the still-evolving Mac product. (In my opinion, it's mostly a marketing problem: Quicken does themselves and their customers a great disservice by marketing Quicken Mac and Quicken Windows together as if they are the same, when they aren't.)

Unknown

XCO said:

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.

Let me know when this is completed to its fullest.  Not upgrading until then.  

Quicken Marcus

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!  

Thanks for reporting this issue.  We knew about it before we shipped but didn't fix it before the ship date.  We're working on it now and should have an update shortly.

Eagle22

Eagle22 said:

When I started Quicken for Mac 2017 4.6.6 a little while ago I got the message to upgrade to Quicken 2018. I am not ready to update so I closed the upgrade dialog and plan on upgrading later. However, when I started quicken the next time I did not get the upgrade dialog and did not get it by selecting "Check for updates" from the menu.

How do I get the upgrade dialog back to be able to upgrade when ready? 

Never mind this post... I found that I can download Quicken 2018 from my quicken account when I am ready..

@Concordman.. Thanks for your input...

Quicken Marcus

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.

RickO, I think this thread has 2 different topics being covered so let me try to address both. 

1) Quicken Mac absolutely does NOT auto-update customers to a new version.  I have no idea why you had 5.2.1 on your computer if you never pushed the upgrade button but that is not something we designed in the product.  Now the Sparkle Update third-party software we use to update people has that option but we turn it off for Quicken.  It's possible that a preference got changed or something but this is NOT our intent.  If this is happening to other people, please report it here.

2) New users are required to update the software and they do need to be online so they can set up a Quicken ID and we can verify that they are a subscriber.  Once a customer is set up, they don't need to be online again unless they are trying to download transactions.  We do NOT require an online connection to use Quicken.  it's only required for setup.   If it's not working this way then that is a bug. 

Quicken Marcus

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.  

Jonathan, sorry we've optimized going from Quicken Windows to Quicken Mac but haven't done a very good job of making it easy to go the other way.  It hasn't really been an issue but I understand there are others like yourself that would like to give Windows a try.  Can I ask what is missing in Quicken Mac's investments that you're hoping to get in Windows?  Our goal is to get to parity with Quicken Windows investments this year.  We added explicit lot assignment and ROI, IRR to Mac in 2018 and will most likely continue to work through the feature list this year.

Bill17

XCO said:

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.

"The good news about subscription is you can use both Quicken WIndow and Mac without paying more."

Does this mean that, if I upgrade my QM2017 to a QM2018 subscription, I can download QW2018 to a PC at no additional cost? I suppose doing that only makes sense if I have separate data files, since they're not interchangeable across platforms, but I can see where that would still be useful, such as home vs. business. (Sorry if this is the wrong thread for this.) Thanks!

smayer97

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?

Actually, QM2018 lists the ability to "Transfer funds between accounts of different currencies"...so if "The problem is that Quicken Mac fundamentally in its core doesn't support linked transfers between accounts of different currencies" how is this accomplished in QM2018?

DrGForce

DrGForce said:

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 --

Quicken Mac 2017 4.6.6 is definitely showing net worth in the upper right corner of the window when viewing all transactions. I am also seeing it in the bottom of the sidebar as you describe in Quicken Mac 2017 and 2018. 

In any event I figured out what the number in upper right means when viewing All Accounts: it's the total amount of cash across all banking, savings, and investment accounts. -- NORMAL ---- NORMAL --

smayer97

smayer97 (QM2007, CDN user since '92) said:

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

I'm not familiar with how QWin handles conversion for a transfer but why would there be a different rate on each side of the same transaction? Not sure how that makes sense or would even work without causing some kind of discrepancy...