Quicken for Mac 2018 v5.2 Released

mistertheplague

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.

Can confirm what Diane Farrar and jiveturkey are reporting. It's annoying.
+1 for Amount Invested and Dividend Yield

mistertheplague

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.

Can confirm what Diane Farrar and jiveturkey are reporting. It's annoying.
+1 for Amount Invested and Dividend Yield

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?

@Zoolook, I was responding there to @Jose who was criticizing the testing and quality control. What I was saying was only that multi-currency support has never been a part of this new generation Mac product -- it wasn't a bug that skipped through testing, it simply hasn't been built yet. (There is only rudimentary support for setting an account to show a different currency, but it's only cosmetic and a small piece of real multi-currency support in Quicken Mac.)

I think what Marcus was calling a bug is what happens to multi-currency transfer transactions if you try to important a Windows file; data gets lost/changed because the Mac product hasn't yet been built to support what has long been allowed in Windows files. The long-term fix is building in multi-currency support, including linked transactions with different currencies and values on each side of the transfer; that's what he's saying will happen eventually but not overnight. (@Scud: he's just saying "not overnight" measured from today forward, not from three years ago.) But he was also suggesting they might be able to do a shorter-term fix for importing from Windows by unlinking the two sides of a transfer transaction and turning them into two separate transactions.

smayer97

jrrollins7 said:

Should we save Quicken for Mac, 17?

@jacobs Also note that even if you rename a duplicate of Quicken for Mac apparently you cannot run 2 copies of the same version...that was supposedly the case with QM2017 and older...so I would expect the same limitation with QM2018. The restriction is not due to the name of the app but probably because of some resource that the app is accessing and locking, like the preference file. This is third-hand info BTW...

jacobs

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.

@Mike: in the next year or so, what the new Quicken will do better than 2007 is... run.  Seriously, though, what many of us longtime 2007 users are hoping for is a modern, supported version that runs on the current macOS which is roughly the equal of 2007. It doesn't need to do a lot better; if it did most of what 2007 did, I think all but a very small group of longtime Quicken Mac users would be quite happy. Going beyond 2007 eventually (to add some of the features that only existed in the Windows product, for instance) will be the icing on our cake.

Many 2007 users have moved to Quicken 2017 and found it usable enough for their needs. Some have not, and remain on Quicken 2007. Quicken 2018, as it stands today at launch, isn't a huge change over 2017. But the developers are promising a lot of enhancements over the course of the next year; we'll have to wait and see if they can deliver. So for you, I'd guess there is no reason to purchase a 2018 subscription now. Hopefully in 6-12 months, you'll find it has advanced enough to be able to replace 2007 for you, and your reason for upgrading will simply be that 2007 will stop working as macOS upgrades continue. And as @smayer97 has noted above, you'll have the same access to manually enter your data in Quicken 2018 as you do today in 2007, even if you don't renew your subscription after a year (as long as you don't purchase the Starter edition).

jacobs

jrrollins7 said:

Should we save Quicken for Mac, 17?

@RickO: Marcus says up where that auto-updates are not true, your experience notwithstanding, or if it's doing it, it's a bug. He said Sparkle updates should be the same as they've been in the past.

jacobs

jrrollins7 said:

Should we save Quicken for Mac, 17?

Ugh... auto-correct... That should have said "Marcus says elsewhere..."

As for multiple versions, I wasn't thinking you'd necessarily be able to run them simultaneously, but I thought you might be able to keep two different versions and use them independently. But I realize that support files other than the app  and data file might make that impossible.

smayer97

jrrollins7 said:

Should we save Quicken for Mac, 17?

@RickO you do realize that there is a very simple work-around the auto-update problem, even if unsatisfactory....right after any update simply make a copy of the Quicken app so you always have the previous version handy. So it requires being a bit proactive...BUT hopefully what Marcus has stated will prove to be true.

jacobs

jrrollins7 said:

Should we save Quicken for Mac, 17?

@RickO: Well, he does mix "upgrade" and "update" in the same paragraph, so I believe he is using them interchangeably. And his next sentence is what I keyed on:

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.

So I read that he's saying Sparkle updates should work the same as they have in the past: the user gets a notice, and it's up tot eh user to accept or defer.

(I don't think there's any way he would think you got auto-upgraded from Quicken 2017 to 2018, since it requires registration for a subscription, not just the click of one button.)

So are you saying you have 5.2 installed, but never registered, and clicking to launch it auto-updates to 5.2.1. Maybe if the software hasn't yet been registered, it automatically updates to the current version. This would be the same as users who buy the CD version (5.0) getting updated to the latest version before they can do anything.

smayer97

jrrollins7 said:

Should we save Quicken for Mac, 17?

Either way, registered or not, I still see this as a problem...hopefully Marcus will sort this out soon...

Unknown

@Quicken Marcus Can you guys add an option to make uncleared transactions in bold?

Also, the print check feature needs to allow users to adjust each field separately.  Everything prints fine on my checks except for the memo field.  It's so low that it is unusable.  Ideally, users should be able to adjust the font as well.  I prefer having a bold font.

Thanks!

Unknown

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-...

An important issue is that the conversion feature not only needs to work correctly in this or in future versions, but the migration utility is an integral part of the system, and cannot be considered as a separate issue.  I, like many of us, have many years-worth of transaction on QW, and all those hundreds -or thousands- of transactions must be migrated from QW to QM perfectly to make QM a practical and feasible alternative to QW.

Vedanta

Hi Marcus. After upgrading to Quicken 2018 (Mac), I am having a weird situation. Of my two files, one downloads transactions from Santander perfectly, but the other doesn't and gives this error message (in all caps): AGGREGATOR_IN_ERROR (CP_SERVER:internal.api) while downloading from my other accounts from the same bank (same user name and password). What does this error message indicate? Thanks for helping me (and the rest of us) navigate our way through this upgrade.

Concordman

Vedanta said:

Hi Marcus. After upgrading to Quicken 2018 (Mac), I am having a weird situation. Of my two files, one downloads transactions from Santander perfectly, but the other doesn't and gives this error message (in all caps): AGGREGATOR_IN_ERROR (CP_SERVER:internal.api) while downloading from my other accounts from the same bank (same user name and password). What does this error message indicate? Thanks for helping me (and the rest of us) navigate our way through this upgrade.

How are you connecting to your bank, Quicken Connect or Direct Connect ? Things are always smoother when you have access to direct connect

Vedanta

Vedanta said:

Hi Marcus. After upgrading to Quicken 2018 (Mac), I am having a weird situation. Of my two files, one downloads transactions from Santander perfectly, but the other doesn't and gives this error message (in all caps): AGGREGATOR_IN_ERROR (CP_SERVER:internal.api) while downloading from my other accounts from the same bank (same user name and password). What does this error message indicate? Thanks for helping me (and the rest of us) navigate our way through this upgrade.

I am doing it through Quicken Connect. Direct Connect doesn't seem to be an available option. Also, the puzzling part is one file connects perfectly, the other doesn't--to the same bank, same credentials (user name, password). The problem-file stopped downloading transactions (while in Q2017) on October 16. No idea why.

Vedanta

Vedanta said:

Hi Marcus. After upgrading to Quicken 2018 (Mac), I am having a weird situation. Of my two files, one downloads transactions from Santander perfectly, but the other doesn't and gives this error message (in all caps): AGGREGATOR_IN_ERROR (CP_SERVER:internal.api) while downloading from my other accounts from the same bank (same user name and password). What does this error message indicate? Thanks for helping me (and the rest of us) navigate our way through this upgrade.

That's right, RickO. My second file is also originally from Q2017, but that works fine in Q2018--that is the problem. If both of my files had identical connectivity issues, it would have been understandable.

RCinNJ

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.

smayer97 wrote "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."

I haven't seen the official pronouncement on this. Can you or someone else provide a link? It is a reasonable and welcome change from their original position.

jacobs

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.

the ability to continue to use the software, including manual transactions, is stated in a number of places, but I guess the most official is the Terms of Use (replacing the old License Agreement):

Quicken Data Access Guarantee. When your Membership ends certain features will no longer be available. These may include, without limitation, features such as download, data sync, mobile sync, quotes, and any other Products and Services that require online access or are provided by a third party (including our Suppliers).
Our Data Access Guarantee ensures that you will always be able to have access to your transaction data even after your Membership ends. Using manual data entry, you will be able to add new transactions and accounts to your data files. You will also be able to access, view, and export your financial data using currently supported formats and file types.

jacobs

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.

On the Quicken.com support page describing the Data Access Guarantee, it says clearly: "The Data Access Guarantee applies to Deluxe and higher versions of Quicken; the Starter version will become read-only."

In other places, there is an asterisk, (but finding what the asterisk means isn't clear in all the places I've seen it).

jacobs

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.

I was just trying to show that there is a clear answer to the question about Starter Edition. The legalese is still a work in progress, as noted in some other threads. (For instance, yesterday at some point, the footnote about the money-back guarantee was still last year's text about 60 days; I see it's now updated to state 30 days.)

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?

OK understood, and given even when you try and do a transfer within the application the link is not maintained (or even created in the first place) what you say makes sense. The functionality is rudimentary at best, but still better than nothing.

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?

Actually, transfers between accounts in Quicken Mac are linked. Create a transfer. Edit the amount or memo in either of the accounts it shows up in, and the change is immediately reflected. Delete the transaction in one account, and it disappears from the other.

This is why Marcus was suggesting that perhaps they could do something unique for importing mutli-currency linked transactions from Windows whereby they treat them as two separate, unlinked transactions. 

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. I ordered from Quicken.com. I tried to reinstall. still did not work.

Unknown

Investments in 5.2.1 are totally broken -- what have you done?? I just upgraded from 2017 and now the investment window is useless. If I select a "group by..." option, it takes 11 SECONDS for the cursor to stop spinning. Any change takes between 8 and 13 SECONDS to display. And that happens each time. It used to by less than a second. Maddening!

Further, the performance option, which you think might have this data, has nothing! Just percentages, and not even of all investments -- just a mysterious subset. And the realized gains selection is completely wrong, mathematically. Way off, like by many tens of thousands per asset (over $100,000 for some assets -- I sure wish I'd made that much). 

Also lost is the ticker symbol, which you might not think matters but it does because I have many Vanguard funds and they all start out with "Vanguard..." and then they are truncated and the best way to tell the difference is the ticker instead of making that column so huge you can see the whole name but no other columns fit. Grrrr. 

So in summary, useful data is no longer displayed, performance is shot to hell, and the data displayed is wrong. Man did I just waste $50. I want 2017 back.

Unknown

Steve Schramm said:

Investments in 5.2.1 are totally broken -- what have you done?? I just upgraded from 2017 and now the investment window is useless. If I select a "group by..." option, it takes 11 SECONDS for the cursor to stop spinning. Any change takes between 8 and 13 SECONDS to display. And that happens each time. It used to by less than a second. Maddening!

Further, the performance option, which you think might have this data, has nothing! Just percentages, and not even of all investments -- just a mysterious subset. And the realized gains selection is completely wrong, mathematically. Way off, like by many tens of thousands per asset (over $100,000 for some assets -- I sure wish I'd made that much). 

Also lost is the ticker symbol, which you might not think matters but it does because I have many Vanguard funds and they all start out with "Vanguard..." and then they are truncated and the best way to tell the difference is the ticker instead of making that column so huge you can see the whole name but no other columns fit. Grrrr. 

So in summary, useful data is no longer displayed, performance is shot to hell, and the data displayed is wrong. Man did I just waste $50. I want 2017 back.

I found the ability to configure the columns, so that is good and I've removed that point from my original post. I'll experiment to see if I can recover a useful data presentation. But my previous comments still hold, especially the performance disaster and mathematical computation of gains.

jacobs

Steve Schramm said:

Investments in 5.2.1 are totally broken -- what have you done?? I just upgraded from 2017 and now the investment window is useless. If I select a "group by..." option, it takes 11 SECONDS for the cursor to stop spinning. Any change takes between 8 and 13 SECONDS to display. And that happens each time. It used to by less than a second. Maddening!

Further, the performance option, which you think might have this data, has nothing! Just percentages, and not even of all investments -- just a mysterious subset. And the realized gains selection is completely wrong, mathematically. Way off, like by many tens of thousands per asset (over $100,000 for some assets -- I sure wish I'd made that much). 

Also lost is the ticker symbol, which you might not think matters but it does because I have many Vanguard funds and they all start out with "Vanguard..." and then they are truncated and the best way to tell the difference is the ticker instead of making that column so huge you can see the whole name but no other columns fit. Grrrr. 

So in summary, useful data is no longer displayed, performance is shot to hell, and the data displayed is wrong. Man did I just waste $50. I want 2017 back.

@Steve, I suspect most of the problems you describe are growing pains which they'll be able to fix in subsequent updates, but in the meantime, why not just go back to your Quicken 2017, get your money back for Quicken 2018, and wait and see for a bit? You didn't waste $50; you can get it back. You've only had it a day, so you can easily go back to your last data file backup before you upgraded and not lose time getting up to date. (This is why I no longer ever want to get new software, whether it's a new versions of Quicken or a macOS update from Apple, as soon as it comes out; there are almost inevitably issues that need to get worked out.)

Vedanta

Vedanta said:

Hi Marcus. After upgrading to Quicken 2018 (Mac), I am having a weird situation. Of my two files, one downloads transactions from Santander perfectly, but the other doesn't and gives this error message (in all caps): AGGREGATOR_IN_ERROR (CP_SERVER:internal.api) while downloading from my other accounts from the same bank (same user name and password). What does this error message indicate? Thanks for helping me (and the rest of us) navigate our way through this upgrade.

My problem was resolved (thanks to an agent with whom I spoke over the phone) by exporting the data to a Windows .qxf format, and importing it into a new file. Looks like my problem-file had gotten corrupted for some reason (which I'll never know why!).

Unknown

Steve Schramm said:

Investments in 5.2.1 are totally broken -- what have you done?? I just upgraded from 2017 and now the investment window is useless. If I select a "group by..." option, it takes 11 SECONDS for the cursor to stop spinning. Any change takes between 8 and 13 SECONDS to display. And that happens each time. It used to by less than a second. Maddening!

Further, the performance option, which you think might have this data, has nothing! Just percentages, and not even of all investments -- just a mysterious subset. And the realized gains selection is completely wrong, mathematically. Way off, like by many tens of thousands per asset (over $100,000 for some assets -- I sure wish I'd made that much). 

Also lost is the ticker symbol, which you might not think matters but it does because I have many Vanguard funds and they all start out with "Vanguard..." and then they are truncated and the best way to tell the difference is the ticker instead of making that column so huge you can see the whole name but no other columns fit. Grrrr. 

So in summary, useful data is no longer displayed, performance is shot to hell, and the data displayed is wrong. Man did I just waste $50. I want 2017 back.

Also, when you switch views (e.g. from 'portfolio value' to 'performance') and go back again, you lose your sort. So, for example, if you sorted on 'day/gain loss %' and them leave and come back, you lose that and it reverts to sorting by name. Quicken should persist that sort choice and maintain it until I change it. And did I mention that the performance when switching is so slow that it is intolerable?

Unknown

Steve Schramm said:

Investments in 5.2.1 are totally broken -- what have you done?? I just upgraded from 2017 and now the investment window is useless. If I select a "group by..." option, it takes 11 SECONDS for the cursor to stop spinning. Any change takes between 8 and 13 SECONDS to display. And that happens each time. It used to by less than a second. Maddening!

Further, the performance option, which you think might have this data, has nothing! Just percentages, and not even of all investments -- just a mysterious subset. And the realized gains selection is completely wrong, mathematically. Way off, like by many tens of thousands per asset (over $100,000 for some assets -- I sure wish I'd made that much). 

Also lost is the ticker symbol, which you might not think matters but it does because I have many Vanguard funds and they all start out with "Vanguard..." and then they are truncated and the best way to tell the difference is the ticker instead of making that column so huge you can see the whole name but no other columns fit. Grrrr. 

So in summary, useful data is no longer displayed, performance is shot to hell, and the data displayed is wrong. Man did I just waste $50. I want 2017 back.

Thanks, that's a good point, 'Jacobs'. 

Concordman

Steve Schramm said:

Investments in 5.2.1 are totally broken -- what have you done?? I just upgraded from 2017 and now the investment window is useless. If I select a "group by..." option, it takes 11 SECONDS for the cursor to stop spinning. Any change takes between 8 and 13 SECONDS to display. And that happens each time. It used to by less than a second. Maddening!

Further, the performance option, which you think might have this data, has nothing! Just percentages, and not even of all investments -- just a mysterious subset. And the realized gains selection is completely wrong, mathematically. Way off, like by many tens of thousands per asset (over $100,000 for some assets -- I sure wish I'd made that much). 

Also lost is the ticker symbol, which you might not think matters but it does because I have many Vanguard funds and they all start out with "Vanguard..." and then they are truncated and the best way to tell the difference is the ticker instead of making that column so huge you can see the whole name but no other columns fit. Grrrr. 

So in summary, useful data is no longer displayed, performance is shot to hell, and the data displayed is wrong. Man did I just waste $50. I want 2017 back.

It would be interesting to know if one can run QM17  alongside QM18 until  the bugs are cleaned up.