Quicken for Mac 2018 v5.2 Released

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.

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.

The resizing is remembered if I stay in one account, but if I look at another account, then go back to the account that I tried to resize the columns, it has reverted back to default. I think once you resize, it should be remembered until you change it again.
The columns I miss from 2007 are: Amount invested (actual $ invested), ROI, Dividend yield, Mornigstar rating, risk & return and fund category. Of these, the amount invested is most important to me. It helps me determine my actual return on my $ invested, which is different than cost basis, which includes reinvested dividends.

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.  

I realize functionality is catching up but more importantly I have an old Mac and a new pc hence the preference for Windows

Zoolook

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?

Jacobs - I am not sure why you're saying this is not a bug when Marcus right above you acknowledged it.

@ Marcus - I would accept the 'broken' link although I'd have to think of a way to categorize the transactions on both sides (income on the GBP and expense on the USD) and so will likely maintain Quicken Windows as my main ledger for now.

As for parity, which always comes up. Well now you can run them side by side (assuming you have a Mac and a VM) and see. The Mac version has some nice features and is a little cleaner, but really basic stuff like the life planner and basic basic reports are impossible on the Mac version (Banktivity if anyone has looked at it has really great reporting).

And while I am on the subject of reports... why does everything default to a pie-chart. Yes they're pretty, but they're functionally and informationally the worst way to display data, especially when you have a dynamic total. Bar charts are almost always more informative.

Zoolook

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?

Jacobs - I am not sure why you're saying this is not a bug when Marcus right above you acknowledged it.

@ Marcus - I would accept the 'broken' link although I'd have to think of a way to categorize the transactions on both sides (income on the GBP and expense on the USD) and so will likely maintain Quicken Windows as my main ledger for now.

As for parity, which always comes up. Well now you can run them side by side (assuming you have a Mac and a VM) and see. The Mac version has some nice features and is a little cleaner, but really basic stuff like the life planner and basic basic reports are impossible on the Mac version (Banktivity if anyone has looked at it has really great reporting).

And while I am on the subject of reports... why does everything default to a pie-chart. Yes they're pretty, but they're functionally and informationally the worst way to display data, especially when you have a dynamic total. Bar charts are almost always more informative.

smayer97

Mike jMGS said:

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.

Well, effectively, users where ALWAYS on a subscription based model (for up to 3.5yrs, with a couple of exceptions: QEM, QM2007 and earlier), just without the name (except for the Starter version, where your data does become read-only if you do not renew). Only the time scale has changed. 

Originally, Quicken has tried to implement a read-only situation for ALL their products, starting with QW2017 for Canada but there was such an uproar that they backed off and reduced this to only the Starter version. So it was not for a lack of trying. But it was good that they paid attention to the feedback from the user base. 

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.

Brucel - I tried what you suggested and get a lag of about 4 - 5 seconds (no beachball though).

On your comments about GCD making it really easy for developers to multi-thread, I am not sure what your experience is with AppKit and UIKit but when it comes to core data specifically, they're not thread-safe, particularly Cocoa bindings and controllers which makes multi-threading complex. In this case, the UI is waiting for the DB computations so it doesn't really matter if it's on the same core working sequentially or on another core sitting idle, it still has to wait, and Core Data cannot use more than one thread.

That's not to say there can't be vast optimizations - but even something like concurrency will limit you to two queues (a private and main, the latter being shared by the application).

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 just thought of another useful item that 2007 had that is not available in 2017 or 2018. I would like the ability to HIDE individual securities from lists, including the securities list. Showing all of the securities I once owned & have since sold, just clog up the list & slow down the price updates.

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 just thought of another useful item that 2007 had that is not available in 2017 or 2018. I would like the ability to HIDE individual securities from lists, including the securities list. Showing all of the securities I once owned & have since sold, just clog up the list & slow down the price updates.

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.

You can add your VOTE to Add ability to hide currently unused securities.

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 Related to Investments. 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.)

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.

Sorry about the double post on my last post. This site seems a little buggy.
One more thing...
I miss having the Securities and Detail windows easily accessible. They were on a toolbar, so you could just click on them. Now you have to go to Window>Securities, then price history.
The detail window also let you view all the transactions for that security.
Actually, I miss having the Tool Bar also.
These were all very helpful & missed in the new versions, IMHO.

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.

Sorry about the double post on my last post. This site seems a little buggy.
One more thing...
I miss having the Securities and Detail windows easily accessible. They were on a toolbar, so you could just click on them. Now you have to go to Window>Securities, then price history.
The detail window also let you view all the transactions for that security.
Actually, I miss having the Tool Bar also.
These were all very helpful & missed in the new versions, IMHO.

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.

Yes this site is buggy with occasional double-posting...not your fault ;-)

Zoolook

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-...

It's not that there is a different rate, it's that the rate is not persisted once calculated. So $1,000 becomes £730 and while they are linked, the exchange rate of 0.73 is not stored.

On the Mac side, the posting relies on the rate being available at the time of posting (including when migrating). 

Incidentally, even in Quicken Mac 2018, the system does not maintain the link between the postings. So after posting, if you delete once side, the other remains. So it's not really fully supported either way, but it's better than nothing.

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-...

Thanks for clarifying...So the answer is either like Marcus is suggesting or for the conversion to calculate and populate the rate based on the data. Not sure why this was not factored in one way or the other as part of the design and the converter updated respectively, knowing that users will be converting...

mistertheplague

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.

@DrGForce: Office Depot sells Q18 downloads

mistertheplague

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 performed your specific user test; 4 seconds of beachball, 1535 transactions

mistertheplague

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 --

@DrGForce: You're right; I'm not going to ask how long it must have taken you to figure that out.

As opaque, you can toggle Today's Balance with Projected Balance, but it's not clear what time period is being projected. 

Mike_jMGS

Mike jMGS said:

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.

Since I'm still using Q2007. None of the software I'm currently using are on subscriptions. Why would you paid now, to be later locked out of your data or files if you stop paying? Upgrading should be a choice, depending on if you need the new features. I have purchased Q2015 & Q2017 and returned both, as did not do anything better than Q2007.

mistertheplague

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 --

@RickO: the Today's Balance amount does change when different account groups are filtered. 

smayer97

Mike jMGS said:

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.

Only data used with the Starter version becomes read=only when your subscription expires. With all other versions you can continue to use in manual mode after expiration.

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

mistertheplague

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 --

@Marcus: I think it would be most handy to have clearly labeled total amounts by group, including net worth, which are selectable from a drop-down menu combined with the ability to hide the sidebar.

Since QM18's investments screen now permits many more columns to be shown, having more real estate is necessary, so being able to hide the sidebar (rather than minimize it to illegibility) would be very useful -- especially on a MacBook.

My .02

smayer97

jrrollins7 said:

Should we save Quicken for Mac, 17?

that would be an unfortunate change...

Unknown

Is the Quicken Cloud with Quicken Mac 2017 the same as the Dropbox?  Can I still use the Quicken Cloud without setting up a Dropbox account?

smayer97

jimkk89 said:

Is the Quicken Cloud with Quicken Mac 2017 the same as the Dropbox?  Can I still use the Quicken Cloud without setting up a Dropbox account?

Dropbox is for storage...the idea being for you to be able to store backups online.

Quicken Cloud is strictly for syncing with Quicken Mobile and for use of other online functionality like Quicken Connect, etc. It is not a backup feature.

They are both independent of each. And yes, you can use Quicken without Dropbox.

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

Unknown

I just upgraded to Quicken 2018, largely to use the bill presentment/PDF bill download feature.

I'm stumped. There is no documentation online or in the help system.

I've gone to the bills and income section, clicked add bill, and entered my account information for a few billers. But it is unclear what that has done for me.

• What bills, if any, are downloaded as PDFs? 
• How do I see the PDF bills?
• Is there any way to download past bills?
• If I already have a credit card account with online access, will Quicken automatically download the PDF bill each month? Do I need to set it up separately in bill presentment?
• How often does Quicken check to see if there is a new bill waiting? 
• What is the actual workflow when a new bill arrives? Do I have the option to set up a direct payment? (My bank supports direct payments.)
• Can I set up an automatic payment for a credit card and choose whether to pay the full balance, the minimum or another amount?
• If I already have my credit card company automatically deducting my bill from my checking account, can I have Quicken automatically enter the future transaction into my register so I can see my cash flow without having Quicken set up the transfer?
• Can Quicken automatically download my checking, savings and investment statements as PDFs?

Related question: My bank, like many big banks, now lets me see check images online. Is there any way that Quicken can automatically capture those images end embed them in the transaction register. Now when I want to reconcile my account, I still need to log on to the bank to figure out what the checks are,.

Thanks
Saul
(Quicken for 30 years)

jacobs

jrrollins7 said:

Should we save Quicken for Mac, 17?

@smayer97: Marcus was saying there's not currently an upgrade path from a Deluxe subscription to a Premier subscription int he middle of your subscription term, but was saying that a call to support might be able to get it done. (My guess is they'd cancel the existing subscription at a pro-rated cost and then sell you a new one.)

@RickO: As for being able to run multiple versions of the Quicken app in the future, I'm not sure you can't; you can rename the app or put it in a different location than the Applications folder. You'd have to be careful to keep your data files named or located differently, to make sure to keep them separate. The only possible concern I see would be the support files that Quicken creates (like fidir.txt), and whether you could keep different folders of them. I guess the other question will revolve around using two different versions of Quicken, with different data files, and sharing one Quicken ID (since the subscription is tied to the Quicken ID).

mistertheplague

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.  

Our goal is to get to parity with Quicken Windows investments this year. 

Seriously? Uh, great. That'd be amazing. Pretty tall order.

mistertheplague

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.  

Our goal is to get to parity with Quicken Windows investments this year. 

Seriously? Uh, great. That'd be amazing. Pretty tall order.

mistertheplague

jrrollins7 said:

Should we save Quicken for Mac, 17?

@smayer97: You can run them side by side; at least, I can.