(Canadian

rangersix... check the account's settings and see if it has a section at the top "At Your Financial Institution" and appears to be set up for downloads. (I assume it did not before the update.) If so, click Troubleshooting and Deactivate Downloads. Hopefully that will stop it bugging you.rangersix said:I just upgraded to Quicken for Mac 2018 v5.4.x and now I get this error all the time. This account does not to be updated it's just the value of my house and I input that manually.
There is no Financial Institution with this account and there never was. Worked fine before. It's just the value of my house. I've always put the value in manually.rangersix said:I just upgraded to Quicken for Mac 2018 v5.4.x and now I get this error all the time. This account does not to be updated it's just the value of my house and I input that manually.
1. Go to Preferences.rangersix said:I just upgraded to Quicken for Mac 2018 v5.4.x and now I get this error all the time. This account does not to be updated it's just the value of my house and I input that manually.
I understand that it did not in the past. Does that mean that you checked the settings (now) and it does not show a financial institution? I'm asking in case it somehow changed in the update without your knowledge. Also, is the account type "Asset". If so, it should not even allow you to try to set up downloads.rangersix said:I just upgraded to Quicken for Mac 2018 v5.4.x and now I get this error all the time. This account does not to be updated it's just the value of my house and I input that manually.
Ah, I was thinking transaction sync. Mobile sync...that makes sense.rangersix said:I just upgraded to Quicken for Mac 2018 v5.4.x and now I get this error all the time. This account does not to be updated it's just the value of my house and I input that manually.
Great comments. We agree.RickO said:Marcus... some nice additions here. There are some cosmetic problems with the new ability to customize Transaction Report columns:
1) The placement of the column customization is not consistent with other parts of the program. Here it is within Customize settings. In other places (e.g.. Portfolio View), there is a Columns buttonon the row of buttons at the top. Other places, you can also right click on the column headers to choose columns. Both of the latter options would be preferred.
2) The Notes column should properly be called Memo/Notes to agree with the registers.
3) When you add a column such as Memo/Notes, it gets added quite wide which pushes the Amount column off screen to the right. That might not be such a problem as long as the user notices and resizes columns. But... the column width settings don't stick; they again become very wide as soon as you leave the report and return to it.
4) What is the ATTM column? That's not a column in a transaction register. Is it a misnomer for something else?
One more suggestion: (and this applies throughout the program)... In other Mac programs there is sometimes a convention that shift-clicking or command-clicking on a disclosure triangle will collapse all (if you click on an open one), or expand all (if you click on a closed one). That would be very helpful throughout Quicken. This could also be accomplished with little Expand All and Collapse All buttons on the button row.
Ugh. I'm able to reproduce it too. Thanks for reporting it.Snoopy FC said:In Portfolio view for each investment account, the drop down is automatically opened every time, even if I'd closed it. I'd prefer to keep them closed and only open when I wish. See below:
Please fix this....
No account in mobile like my home asset. I just put it in Quicken to calculate my net worth. It’s not set up to download.rangersix said:I just upgraded to Quicken for Mac 2018 v5.4.x and now I get this error all the time. This account does not to be updated it's just the value of my house and I input that manually.
Can you be more specific? Are you trying to display Investment income? Yes, Investment income is not currently supported.D H Grif said:I am using 2018 for MAC. The budgeting does not work. Even editing will not list all the income or expenses. It is totally worthless. I have used Quicken for over twenty years. This is by far the most frustrating issue I have ever come across.
We stopped the release because we're seeing a crash that some people are running into during download and we want to fix that before releasing again.Daniel A Baker said:I am currently running version 3.5.2 and have yet to be able to update or import my 2017 file both for Mac.
But if you're seeing the sync error then it's set up to sync to the cloud so follow the steps above to turn it off.rangersix said:I just upgraded to Quicken for Mac 2018 v5.4.x and now I get this error all the time. This account does not to be updated it's just the value of my house and I input that manually.
Are you saying this isn't updating on this particular screen or in the schedule transaction or both? And can you tell me specifically what isn't updating? Is it the Principal and Interest or something else? ThanksSnoopy FC said:The mortgage payment info (payment breakdown and payment schedule) stuff is not updating. I've mentioned this several times since the feature was added, but this has still not been addressed. See the pic below:
Please fix this as well....
Glad to hear I'm not alone, but sorry that this appeared.Snoopy FC said:In Portfolio view for each investment account, the drop down is automatically opened every time, even if I'd closed it. I'd prefer to keep them closed and only open when I wish. See below:
Please fix this....
By the way, I think this only reproduces if you're in Group By Security. Change to a different grouping like by Type or Asset Class if you want it to remain collapsed until we fix it.Snoopy FC said:In Portfolio view for each investment account, the drop down is automatically opened every time, even if I'd closed it. I'd prefer to keep them closed and only open when I wish. See below:
Please fix this....
The payment breakdown banner and associated principal, etc.; payment schedule; and progress screens are not updating to reflect payments made or transactions added to the register. It's not the principal or interest per se, it's simple the individual transactions. Notice that the payment breakdown is for June 1, 2017. It's not reflecting any payments I've made since. Notice the most recent payment was made on 11/27. I think it's tied to the fact that I'm not using a bill reminder tied to the loan setup. That goes back to the fact that we can't track transfers in budgets (yet). I'd be happy to provide more screenshots or info privately.Snoopy FC said:The mortgage payment info (payment breakdown and payment schedule) stuff is not updating. I've mentioned this several times since the feature was added, but this has still not been addressed. See the pic below:
Please fix this as well....
Thanks for that tip. That makes it manageable for now until it's fixed.Snoopy FC said:In Portfolio view for each investment account, the drop down is automatically opened every time, even if I'd closed it. I'd prefer to keep them closed and only open when I wish. See below:
Please fix this....
Oh interesting. I see that. I think that clears it up for me. I'll let you know if I have more questions. Thanks.Snoopy FC said:The mortgage payment info (payment breakdown and payment schedule) stuff is not updating. I've mentioned this several times since the feature was added, but this has still not been addressed. See the pic below:
Please fix this as well....
Marcus... I see what you're saying about children vs parent with the option clicking the disclosure triangle. It works as you say. The problem is, since the top level items have no parent, the built in macOS feature can't be used to expand or collapse all the top level items.RickO said:Marcus... some nice additions here. There are some cosmetic problems with the new ability to customize Transaction Report columns:
1) The placement of the column customization is not consistent with other parts of the program. Here it is within Customize settings. In other places (e.g.. Portfolio View), there is a Columns buttonon the row of buttons at the top. Other places, you can also right click on the column headers to choose columns. Both of the latter options would be preferred.
2) The Notes column should properly be called Memo/Notes to agree with the registers.
3) When you add a column such as Memo/Notes, it gets added quite wide which pushes the Amount column off screen to the right. That might not be such a problem as long as the user notices and resizes columns. But... the column width settings don't stick; they again become very wide as soon as you leave the report and return to it.
4) What is the ATTM column? That's not a column in a transaction register. Is it a misnomer for something else?
One more suggestion: (and this applies throughout the program)... In other Mac programs there is sometimes a convention that shift-clicking or command-clicking on a disclosure triangle will collapse all (if you click on an open one), or expand all (if you click on a closed one). That would be very helpful throughout Quicken. This could also be accomplished with little Expand All and Collapse All buttons on the button row.
A good case for the global expand/collapse button I discuss above!Snoopy FC said:In Portfolio view for each investment account, the drop down is automatically opened every time, even if I'd closed it. I'd prefer to keep them closed and only open when I wish. See below:
Please fix this....
Great questions. Thanks for asking them. Here's a rundown.Interesting times with the release of the Canadian version...Thx.
I posted the following questions here (before these notes), but you have more or less answered the first 2 from that list in your notes. I am posted the rest of them here:
- 2. So essentially the CA version is just the US version with US specific features turned off, based on the Home Currency? Or is there more to it?
- 3. Does the CA "version" of QM2018 include the ability to download from US FI/Banks?
- 4. The US version of QM2018 includes ability to download from CDN FI/Banks. Will this continue to be true?
- 5. The footnotes indicate that Quicken Mobile only works in Canada. Is this a unique version for Canada? Does it not link to US accts?
- 6. I also see that Quicken Mobile is listed to only work with QM2017 and later but the US site lists it as working will all versions of QMac...is there a different versions of QMobile to work with QM2015 and QM2016?
- 7. Is Premium support not available for QM2018 CA like it is for the US? After all, they are effectively the same product (the CA version having reduced functionality)?
Thanks for the quick replies. Clears up a lot. Just some minor follows for clarification:Interesting times with the release of the Canadian version...Thx.
I posted the following questions here (before these notes), but you have more or less answered the first 2 from that list in your notes. I am posted the rest of them here:
- 2. So essentially the CA version is just the US version with US specific features turned off, based on the Home Currency? Or is there more to it?
- 3. Does the CA "version" of QM2018 include the ability to download from US FI/Banks?
- 4. The US version of QM2018 includes ability to download from CDN FI/Banks. Will this continue to be true?
- 5. The footnotes indicate that Quicken Mobile only works in Canada. Is this a unique version for Canada? Does it not link to US accts?
- 6. I also see that Quicken Mobile is listed to only work with QM2017 and later but the US site lists it as working will all versions of QMac...is there a different versions of QMobile to work with QM2015 and QM2016?
- 7. Is Premium support not available for QM2018 CA like it is for the US? After all, they are effectively the same product (the CA version having reduced functionality)?
Well that explains why my 5.3.2 won't updateDaniel A Baker said:I am currently running version 3.5.2 and have yet to be able to update or import my 2017 file both for Mac.