Quicken for Mac 2018 v5.2 Released

Sail

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?

Yes -- looks like I'll have to wait until Monday since the support line is only open Mon-Fri, 5am-5pm Pacific. I tried CHAT, but no agent connected after a 35 min wait!! This is really sad support.

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.

Thanks for the new Mac version. When will Lifetime financial planner, Savings goals, Lifetime financial planner, and exchange rate support for multicurrency be fully implemented in the Mac version?

HansT

How many times do I have to beg for this bug to be addressed?



QMac2018 5.2.1 (Build 52.20386.100)
macOS 10.13.1 Beta (17B46a)

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?

Same here... Charged two of my credit cards multiple times and no history of purchase or download option on my account. I too waited 1hr on hold waiting for support and finally had to hang up. Web chat never connected to an agent. I'll try again Monday before filing a fraud complaint with my credit card company. Disappointed in the whole process. 

Eagle22

Would anybody else like to be able to categorize Loan Principal in your own category instead of forcing the category for loan principal to "Loan:Principal" category. This means all loan principals fall into a single category which does not really reflect what the loan was for.

As an example if I have education loan as well as auto loan I would like to be able to categorize the two loan principals in separate categories.

What I do now is adjust the category after the scheduled loan payment is made.

It works this way on Quicken Mac 2017 as well as Quicken Mac 2018

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.

Quicken rarely pre-announces features. Meanwhile, you can add your VOTE to Add Lifetime/Retirement Planner to Quicken Mac, Add savings goals to Quicken for Mac and to Add true multi-currency conversion support in Quicken for Mac.

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

These ideas will eventually be added to the List of Requests for New Capabilities. Click on the underlined link, then click FOLLOW at the top of the page so you can be notified of any new related IDEAS to which you could add your vote when they are added. Your VOTES matter!

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

M C Crockett

HansT said:

How many times do I have to beg for this bug to be addressed?



QMac2018 5.2.1 (Build 52.20386.100)
macOS 10.13.1 Beta (17B46a)

I've been complaining about how dates are handled in Quicken for Mac for years too.  i thought I was the only one seeing the last two digits of the year following the day of the month.

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.

Good post...The more people who vote for Savings Goals, the sooner we will see it in the Mac version.  

M C Crockett

HansT said:

How many times do I have to beg for this bug to be addressed?



QMac2018 5.2.1 (Build 52.20386.100)
macOS 10.13.1 Beta (17B46a)

Some of us have lived and worked in foreign countries for years and prefer to use the ISO 8601 date standards.

The last two digits of the year appearing after the day is a bug in Quicken when it does the conversion to the user's defined date format.  They don't clear the field before overlaying the date in its proper format.

Another part of the problem is in the OSX and macOS implementation of their date logic.  The operating system ignores the setting of the short date format when you configure it to conform to ISO 8601.  Apple did get around to fixing it for users in Canada however it does replace the "-" with a "/".

Unknown

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?

Forgive me for my ignorance on this.  So does my Quicken data file remains on my iMac (like in previous versions) and is only shared with the Quicken Cloud if I want to sync with a Quicken Mobile device or another computer associated with the Quicken ID?  Or, does my file become a cloud file being accessed when I log into my Quicken ID?

Unknown

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?

Completely cleared up now, thank you

John Morrow

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 am now getting confuse. Has multiple currencies been implemented as described in the product brief ("Multiple currency and conversion on sidebar and transfers.") or has it not ?

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?

John Morrow:  Unfortunately it hasn't, as per the reports of QM 2018 users.  Neither the foreign currency transactions function, nor the correct migration of foreign currency transaction from QW work correctly.  Very disappointing.

masug

Bob Harris said:

if we own v2017 is there an upgrade path?

Go to a site like Amazon and the discount is more (as of today it is approximately 29% for the RPM version). This is because of a combination of a 2 year discounted subscription + Amazon adding another 3 months free (and some more "free" Drop Box space).

And the subscription when buying from Amazon seems to start when you install (not when you buy), where as if you download it from the Quicken website it starts when you download!

I am also hearing some horror stories in this forum regarding upgrading to Q2018. So I would wait until things stabilizes. 

Overall Amazon purchase way way better than Quicken one. 

A strange world it is when a third party offers a way better deal than the first party. 

RCinNJ

Bob Harris said:

if we own v2017 is there an upgrade path?

Sad when a company doesn't offer an upgrade price to its loyal user base that at least matches the lowest price available from a retailer where they have to be giving some part of that sale to the retailer. Making less off of new customers than your existing user base if they buy direct. A great business model to build loyalty?

jacobs

Bob Harris said:

if we own v2017 is there an upgrade path?

Interestingly, so far, Office Depot is offering a better price for Quicken 2018 than Amazon. Because Amazon has an exclusive deal with Quicken to offer a 27 month subscription, you need to do a little math to compare apple to apples. For Premier, for instance, Amazon is selling their 27-month version for $129.99, which is $4.8144/month or $57.77 per year; Office Depot is selling the 24-month version for $99.99, which is $4.1663/month or $50.00 per year -- so Amazon's is 15% more expensive. These prices have, in the past, tended to shift over time, so it's worth doing some quick online comparison shopping before selecting where to buy.

What I find odd is Amazon's decision to have this exclusive 27-month version which makes its price seem higher than everyone else. I would have expected the opposite: a "special" 21-month license which looks far cheaper than all competition simply because it would be for 3 less months than anyone selling the standard 24-month subscription.

As for retail being cheaper than buying from the manufacturer: I think that's pretty normal. It's certainly been the case with Quicken products for many years, as it is with lots of other products. (Internet retail wouldn't really exist if every manufacturer sold directly at a lower price than third-party retailers.)

RCinNJ

Bob Harris said:

if we own v2017 is there an upgrade path?

My comment is purely about an upgrade price. Most software companies have an upgrade price that is lower than the full retail price.

Thanks for the info about cheaper versions!

Concordman

Bob Harris said:

if we own v2017 is there an upgrade path?

Not uncommon to buy these things lower from online retailers;I recall when purchase QM the past few years Quicken was pricing around $65.00, Amazon had it for $44.00

Marys

I upgraded from Quicken Mac 2017 to Quicken Mac Premier 2018 and so far it seems great. I enrolled in Quicken Billpay and I'm changing all my bill reminders to linked bills and online payees. It's a little quirky, getting some duplications, but I'm muddling through it. 

When will the money be drafted from my bank account? Inside the Quicken Mac app it gives me a draft date and a pay date when I set up the online payment, but if I look online at my account on Quicken Billpay's website, the very same online payment says the money will leave my bank account when the payee cashes the check. This is true for all the billpay payments I have set up so far. Which is correct?

Unknown

Bob Harris said:

if we own v2017 is there an upgrade path?

Quicken does offer the 10% discount for previous owners.

jacobs

Bob Harris said:

if we own v2017 is there an upgrade path?

@RCinNJ: You're right, Quicken is unusual in not having "upgrades" at all; users pay full price for a new version each time they want to upgrade. But it's been this way for decades; it's nothing new. 

M C Crockett

Bob Harris said:

if we own v2017 is there an upgrade path?

@jacobs:  Which Quicken products are we comparing?  From Quicken you get the following three products.

• Quicken 2018 Starter   --  $34.99
• Quicken 2018 Deluxe  --  $49.99
• Quicken 2018 Premier --  $74.99

Is Office Depot selling the Deluxe or Premier product?

As a software developer, I tended to purchase the latest release of all commercial software products that I used.  Quicken's new pricing seems to be a significant reduction in price.  Quicken Premier 2017 was $109.99 and Quicken for Mac 2017 was $74.99.

So, instead of an annual cost of $217.33 for Quicken, my annual cost drops to $74.99 as the new subscription model allows me to use the product under both the Windows and macOS operating systems.

I can't remember if the first pop-up upgrade window offered a 10% or $10.00 discount for upgrading.  Does anyone remember?

jacobs

Bob Harris said:

if we own v2017 is there an upgrade path?

@M C Crockett: Yes, in my post above, I gave the pricing for Premier. Office Depot sells all the editions of Quicken: Starter; Deluxe; Premier; and Home, Business & Rental Property (Windows only)

Whether the pricing is an increase or a decrease, and how much, depends entirely how individuals have purchased and used Quicken in the past. Many people purchased from retailers like Amazon, where the price was typically about one hatred less than the list price from Quicken Inc. And many people purchased Quicken only every two or three years, which reduced their effective cost per year to a much lower number. And most people did not buy both the Mac and Windows versions (except, perhaps, in a year they were migrating from one to the other). 

So in your case, as someone who previously purchased both Mac and Windows copies of Quicken each year, your cost has indeed decreased considerably. For someone who previously bought Quicken for a single platform at a discount for about $50 every third year, their cost has increased considerably.

RCinNJ

Bob Harris said:

if we own v2017 is there an upgrade path?

• Quicken 2018 Starter   --  $34.99
• Quicken 2018 Deluxe  --  $49.99
• Quicken 2018 Premier --  $74.99

True, this is a new complexity for Mac users, where there used to be only one version. When I saw Office depot selling Quicken Premier for $50/year I had to check the price for Premier and how it differed from Deluxe. The differences are few. One is that Quicken says that Premier gives "priority access to support*" but I haven't found any explanation for what the words or asterisk mean.

jacobs, I didn't say charging full price for upgrades was new, just that I thought it was bad. Also, pricing so that anyone who buys Quicken directly is a fool doesn't make me happy. It seems to me that they could offer the upgrade at the price that Office Depot and Staples pay and not be any worse off.

ozarkcanoer

cneal said:

Just upgraded, still need to do a detailed review of each account. But these are the initial oroblems I see...

1. The accounts pane ( left side) is truncating the cents. I believe this was done in an earlier version and changed back. I know the IRS likes to be lazy, but isn't that setting the bar a bit low?

2. Every time I move away from the portfolio view and return I have to reset the column widths so I can see totals. It appears the  column width is being set with the normal font, but the totals are bold and just a little wider. Shouldn't column width adjustments be 'sticky'?

4. ROI/IRR is somewhat addressed on the Portfolio View, but dividends are not included. What I was expecting is 'market value + dividends received - money invested'.  This was available in Windows Premier before I upgraded to Mac.

5. If I completely collapse the graph in portfolio view I can't reopen it. The mouse cursor indicates that it should drag open, but it won't move.

6. With 2017 the icon was changed to ID the version, now the icon has nothing to differentiate it from other versions suxh as 2016.

Works for me.  Good observation of the small breadcrumbs in the UI.

jacobs

Bob Harris said:

if we own v2017 is there an upgrade path?

I agree that their pricing between direct sales and retail is odd; I was just noting that it's been this way for eons. I suspect in the old days, the issue was that retailers wouldn't give it prominent shelf space and display in stores if Quicken sold it for the same price themselves. As brick-and-mortar sales have declined, I wonder whether it's still justified. There are other software products I buy -- as well as hardware, cameras, etc. -- where the manufacturer sets a price and retailers can't discount it. It might be better for Quicken to cut their price a bit and then sell direct and retail for the same price.

The "Premium Support" means that you go into a pool of callers who should get their calls answered almost immediately -- within one minute is their goal -- instead of setting in a queue for 30, 60 or more minutes. The problem is that as they get lots more people on Premium support, they may not be able to deliver. there were reports last week of people with Premium Support waiting for 30+ minutes to get through to a support representative. Of course, if we was the first week of a major new release, so it's understandable there were a lot more calls -- but if they're selling this as a feature people are paying extra for, and can't deliver what they promise, then that will be bad. I think full judgment about that need to be put off for a few weeks to see how things settle out.

cneal

cneal said:

Just upgraded, still need to do a detailed review of each account. But these are the initial oroblems I see...

1. The accounts pane ( left side) is truncating the cents. I believe this was done in an earlier version and changed back. I know the IRS likes to be lazy, but isn't that setting the bar a bit low?

2. Every time I move away from the portfolio view and return I have to reset the column widths so I can see totals. It appears the  column width is being set with the normal font, but the totals are bold and just a little wider. Shouldn't column width adjustments be 'sticky'?

4. ROI/IRR is somewhat addressed on the Portfolio View, but dividends are not included. What I was expecting is 'market value + dividends received - money invested'.  This was available in Windows Premier before I upgraded to Mac.

5. If I completely collapse the graph in portfolio view I can't reopen it. The mouse cursor indicates that it should drag open, but it won't move.

6. With 2017 the icon was changed to ID the version, now the icon has nothing to differentiate it from other versions suxh as 2016.

I just didn't wait long enough. Timed it at 40 seconds. That's a feature that needs some work.

Concordman

cneal said:

Just upgraded, still need to do a detailed review of each account. But these are the initial oroblems I see...

1. The accounts pane ( left side) is truncating the cents. I believe this was done in an earlier version and changed back. I know the IRS likes to be lazy, but isn't that setting the bar a bit low?

2. Every time I move away from the portfolio view and return I have to reset the column widths so I can see totals. It appears the  column width is being set with the normal font, but the totals are bold and just a little wider. Shouldn't column width adjustments be 'sticky'?

4. ROI/IRR is somewhat addressed on the Portfolio View, but dividends are not included. What I was expecting is 'market value + dividends received - money invested'.  This was available in Windows Premier before I upgraded to Mac.

5. If I completely collapse the graph in portfolio view I can't reopen it. The mouse cursor indicates that it should drag open, but it won't move.

6. With 2017 the icon was changed to ID the version, now the icon has nothing to differentiate it from other versions suxh as 2016.

Absolutely this graph feature is a retrenchment in capability, it is a definite real estate hog, eats up way to much area, in addition to the hide feature eliminated, you can’t modify it permanently, it returns to original size when you return to the respective account

Concordman

cneal said:

Just upgraded, still need to do a detailed review of each account. But these are the initial oroblems I see...

1. The accounts pane ( left side) is truncating the cents. I believe this was done in an earlier version and changed back. I know the IRS likes to be lazy, but isn't that setting the bar a bit low?

2. Every time I move away from the portfolio view and return I have to reset the column widths so I can see totals. It appears the  column width is being set with the normal font, but the totals are bold and just a little wider. Shouldn't column width adjustments be 'sticky'?

4. ROI/IRR is somewhat addressed on the Portfolio View, but dividends are not included. What I was expecting is 'market value + dividends received - money invested'.  This was available in Windows Premier before I upgraded to Mac.

5. If I completely collapse the graph in portfolio view I can't reopen it. The mouse cursor indicates that it should drag open, but it won't move.

6. With 2017 the icon was changed to ID the version, now the icon has nothing to differentiate it from other versions suxh as 2016.

I was referring to modifying the size of the graph not totally collapsing it. When you return to the respective account the graph takes on its original dimensions

Concordman

cneal said:

Just upgraded, still need to do a detailed review of each account. But these are the initial oroblems I see...

1. The accounts pane ( left side) is truncating the cents. I believe this was done in an earlier version and changed back. I know the IRS likes to be lazy, but isn't that setting the bar a bit low?

2. Every time I move away from the portfolio view and return I have to reset the column widths so I can see totals. It appears the  column width is being set with the normal font, but the totals are bold and just a little wider. Shouldn't column width adjustments be 'sticky'?

4. ROI/IRR is somewhat addressed on the Portfolio View, but dividends are not included. What I was expecting is 'market value + dividends received - money invested'.  This was available in Windows Premier before I upgraded to Mac.

5. If I completely collapse the graph in portfolio view I can't reopen it. The mouse cursor indicates that it should drag open, but it won't move.

6. With 2017 the icon was changed to ID the version, now the icon has nothing to differentiate it from other versions suxh as 2016.

Makes sense Rick as the graph is the dominant delay in getting the PV open..