Quicken for Mac 2018 v5.2 Released

Tom Bonner

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!  

I have five columns for which Totals has a computed value. Cost basis or market value sorts place Totals at the top in descending sorts and at the bottom in ascending sorts but they are easy because all the values are positive and the Totals is always the largest. As best as I can make out, the problem is that the totals line is included in the sort so that for % gain/loss where it is a weighted average of the individual values it will appear in the middle of the list. In addition, if the "group by" selection creates more than one group, the sort seems to be by groups first and then within groups. For columns where there is no computed Totals, the totals position seems to be carried over from the previous sort(s). All things considered it would probably be better to have the Totals line anchored at the top of a descending sort and the bottom of an ascending sort.

Quicken Marcus

jrrollins7 said:

Should we save Quicken for Mac, 17?

Unfortunately, at this time, I don't think you can upgrade easily.  I think you'll have to call Care to end your current subscription to purchase a new one.  This is not where we want to be long term it's just the short-term solution as we're still building up our subscription systems.

Unknown

ANNOYING BUG Q2018 Mac (5.2.1). Since installing 2018 as an update to the latest version of Q17 for Mac, Q18 will NOT remember any password in its keychain. Everytime I run the program it asks for my Quicken ID, then wants a 6 digit 2FA code sent to my phone, then asks for my Q Billpay password, my bank password, and just for fun, insists on my Dropbox password to boot. I get this for a first time run, but everytime? This cannot be WAD. Otherwise it will drive me insane.

Paul Schwartz

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.

Would like some candid feedback on how usability / functionality compares with 2007 (outside of the compare chart Quicken posted).

Quicken Marcus

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? 

We actually will only show it once.  If you dismiss it, it won't show again unless we send out another message.  You will also probably get an email with the same offer so check that.

Unknown

I just downloaded qmac18. I don't know if this is a bug, but wanted to let you know in case. When I resize the columns, the resizing doesn't remain when I go from one view to another. Like if I resize in portfolio, then go to transactions & back to portfolio, it has reset to the default size.
Also, a comment on the portfolio enhancements. Not enough, in my humble opinion. I was hoping for all the column options that were available in 2007, ie: actual dollars invested, morningstar ratings, etc.

smayer97

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.

Yes...you can download both Windows and Mac for same subscription...And you are allowed to install on up to 3 computers in the same household, by using the same Quicken ID. 

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

Quicken Marcus

Marc Feldesman said:

ANNOYING BUG Q2018 Mac (5.2.1). Since installing 2018 as an update to the latest version of Q17 for Mac, Q18 will NOT remember any password in its keychain. Everytime I run the program it asks for my Quicken ID, then wants a 6 digit 2FA code sent to my phone, then asks for my Q Billpay password, my bank password, and just for fun, insists on my Dropbox password to boot. I get this for a first time run, but everytime? This cannot be WAD. Otherwise it will drive me insane.

Sorry, this is happening to you.  Most people won't see this but, unfortunately, you got into a weird situation where Quicken Mac and the Quicken Cloud aren't talking to each other in a normal way.  Theoretically, when in this situation, you'll see the sign-in dialog for each service that requires the log-in but after going through this once, it shouldn't happen again.  Also, if someone else gets into this situation, wait for a few minutes before trying again and it should work fine.  This is only a temporary situation.  

brucel

?Customizable investment portfolio view with IRR & ROI?

So I bought the Deluxe subscription directly from Quicken, Inc. and @Marcus has mentioned IRR and ROI a couple times yet I can't find it in my version...  I figured it would be a column that you could add to the Portfolio view but I can't find it anywhere - thoughts?

zwzlife

Hi Quicken Marcus,

Just want to let you know this bug. Switching from Portfolio Value view to Performance view causes some holdings dispearred.

...

Quicken Marcus

Marc Feldesman said:

ANNOYING BUG Q2018 Mac (5.2.1). Since installing 2018 as an update to the latest version of Q17 for Mac, Q18 will NOT remember any password in its keychain. Everytime I run the program it asks for my Quicken ID, then wants a 6 digit 2FA code sent to my phone, then asks for my Q Billpay password, my bank password, and just for fun, insists on my Dropbox password to boot. I get this for a first time run, but everytime? This cannot be WAD. Otherwise it will drive me insane.

Actually, as I read through your comment more and consult with a developer, it sounds more like a keychain issue.  Did you uncheck the checkbox asking if you can save the passwords in the keychain?  If you do this, then none of your passwords will be saved.  If you didn't do this, the do you have a Mac policy that prohibits apps from writing to the keychain?  The bottom line is that all passwords are stored in the keychain so if something is blocking that, then this is the behavior you'll get.  Also, the Dropbox password isn't something we deal with in Quicken so that is definitely not a Quicken thing.  I think you have a Mac keychain issue.  Possibly try rebooting your Mac.

Quicken Marcus

Diane Farrar said:

I just downloaded qmac18. I don't know if this is a bug, but wanted to let you know in case. When I resize the columns, the resizing doesn't remain when I go from one view to another. Like if I resize in portfolio, then go to transactions & back to portfolio, it has reset to the default size.
Also, a comment on the portfolio enhancements. Not enough, in my humble opinion. I was hoping for all the column options that were available in 2007, ie: actual dollars invested, morningstar ratings, etc.

Diane, the way columns work is that they are unique to the account so if you change them in the portfolio in one account and then go to transactions and back, it should be remembered.  However, if you change the portfolio view columns in one account, they won't be changed in any other accounts.  If they aren't being remembered in a single account, that's not something we've run into.  Is anyone else seeing this issue?

In regards to the types of columns, this is just what we started with.  Other than actual dollars invested and morning star ratings, what other columns are you interested in seeing? 

brucel

brucel said:

?Customizable investment portfolio view with IRR & ROI?

So I bought the Deluxe subscription directly from Quicken, Inc. and @Marcus has mentioned IRR and ROI a couple times yet I can't find it in my version...  I figured it would be a column that you could add to the Portfolio view but I can't find it anywhere - thoughts?

Never mind - I just found it under Portfolio Performance. 

smayer97

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 know of no other software package that forces updates on the user. 

Well, there is MS Windows 10, that is making them notorious for this.  :-\

Unknown

Marc Feldesman said:

ANNOYING BUG Q2018 Mac (5.2.1). Since installing 2018 as an update to the latest version of Q17 for Mac, Q18 will NOT remember any password in its keychain. Everytime I run the program it asks for my Quicken ID, then wants a 6 digit 2FA code sent to my phone, then asks for my Q Billpay password, my bank password, and just for fun, insists on my Dropbox password to boot. I get this for a first time run, but everytime? This cannot be WAD. Otherwise it will drive me insane.

No. Absolutely did NOT uncheck the box asking to save PW to keychain. I don’t want to have to reenter information than once. I have complex passwords that are all different, and a password manager for them, which itself has a very complicated password (16 chars, numbers, alpha). I rebooted and it started the whole process over. Now it is adding the iCloud password into the mix as well.

smayer97

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.  

FYI, migrating from QMac to QWin has been broken since QW2013 as it scrambles all categorization of transactions, and it does not support converting investment transactions, unless there has been changes in QW2018 in this area (which I doubt, as there is no mention of it anywhere).

This has been a known problem among users for a very long time that has yet to be acknowledged by anyone at Quicken...but the forum here is full of documented cases.

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

Unknown

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.  

Quicken Marcus says "it really hasn't been an issue".  

Yet "the forum here is full of documented cases".  

I guess Quicken Marcus didn't get that memo. 

smayer97

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.  

And BTW, this is not just a case of only those complaining report their results. SUs have confirmed this problem for quite some time.

smayer97

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.  

As for Marcus, I won't speak for him but my reading of it is that he is maybe referring to the idea that maybe there have not been many that have been interested in going from QMac to QWin...just a guess though.

smayer97

jrrollins7 said:

Should we save Quicken for Mac, 17?

But QM2017 is not a subscription-based product. Are you saying you cannot run QM2017 and QM2018 side by side?

Concordman

Diane Farrar said:

I just downloaded qmac18. I don't know if this is a bug, but wanted to let you know in case. When I resize the columns, the resizing doesn't remain when I go from one view to another. Like if I resize in portfolio, then go to transactions & back to portfolio, it has reset to the default size.
Also, a comment on the portfolio enhancements. Not enough, in my humble opinion. I was hoping for all the column options that were available in 2007, ie: actual dollars invested, morningstar ratings, etc.

Cost basis/share would be very useful.

Unknown

Diane Farrar said:

I just downloaded qmac18. I don't know if this is a bug, but wanted to let you know in case. When I resize the columns, the resizing doesn't remain when I go from one view to another. Like if I resize in portfolio, then go to transactions & back to portfolio, it has reset to the default size.
Also, a comment on the portfolio enhancements. Not enough, in my humble opinion. I was hoping for all the column options that were available in 2007, ie: actual dollars invested, morningstar ratings, etc.

I'm seeing something very similar as Diane. She stated that it resizes if she goes to transactions and back. Mine will return to default size if I change accounts in the side bar, but stay constant when switching between the portfolio & transaction tabs. It only happens with investment accounts. 

smayer97

Diane Farrar said:

I just downloaded qmac18. I don't know if this is a bug, but wanted to let you know in case. When I resize the columns, the resizing doesn't remain when I go from one view to another. Like if I resize in portfolio, then go to transactions & back to portfolio, it has reset to the default size.
Also, a comment on the portfolio enhancements. Not enough, in my humble opinion. I was hoping for all the column options that were available in 2007, ie: actual dollars invested, morningstar ratings, etc.

Regarding applying column settings, you can add your VOTE for the Ability to Set Default Columns, Sort and Sizes to Account Registers.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version.

While you are at it, you may want to add your VOTE to related IDEAS found on the List of Requests for User Interface Options and Features. Click on the underlined link, then follow the instructions to add your vote to more related ideas. Your VOTES matter!

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

Mike_jMGS

Diane Farrar said:

I just downloaded qmac18. I don't know if this is a bug, but wanted to let you know in case. When I resize the columns, the resizing doesn't remain when I go from one view to another. Like if I resize in portfolio, then go to transactions & back to portfolio, it has reset to the default size.
Also, a comment on the portfolio enhancements. Not enough, in my humble opinion. I was hoping for all the column options that were available in 2007, ie: actual dollars invested, morningstar ratings, etc.

Sorry if these are in Q2018 I do not have it yet. P/E ratio, Div. yield, 52-week range, would be great. Cost basis/share too, would have thought that one for sure would be in Q2018

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?

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.

ABSOLUTELY! Just read an article by a Mac product review site and they were promoting the products as nearly the same, but then admitted there was a lack of clarity on this issue, including the compatibility between them...so I promptly provided that clarity.

smayer97

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? 

Would be nice if there was a check box to choose "Do not show again" so user can selectively decide whether to allow it to come again or not. 

qmac_scott

jrrollins7 said:

Should we save Quicken for Mac, 17?

Thanks Marcus, would ending the current subscription give some refund? I really don't need anything in the Premier level now, but no documented (discounted) upgrade path is scary when we have no idea what features may be added to Premier level in the next 2 years!

Mike_jMGS

I will say for a subscription based product and plan. Having their Data Access Guarantee policy.
"Whether you renew your membership or not, you will always have full access to and ownership of your data." and continue to us the program full features (minus downloading transactions data), making edits, printing and entering transactions manually. Is commendable, making it the first subscription based product I will purchase and I applaud them for it.

Mike_jMGS

I will say for a subscription based product and plan. Having their Data Access Guarantee policy.
"Whether you renew your membership or not, you will always have full access to and ownership of your data." and continue to us the program full features (minus downloading transactions data), making edits, printing and entering transactions manually. Is commendable, making it the first subscription based product I will purchase and I applaud them for it.

Unknown

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?

We'll have to make the change eventually but it's not something that will happen overnight.

Given that multicurrency support has not happened since 2015, saying that it's not going to happen "overnight" is bordering misrepresentation of the product. It certainly is not going to happen until major rewrite of the product, and that may very well never happen.