Today we're releasing Quicken for Mac 2018 v5.4.x.
There are 3 main areas we focused on in this release.
- Fixed stability issues throughout the product including fixing the issues brought up here in the forums:
- We fixed the All Transactions view and added back the Net Worth balance in the upper right corner.
- Improved the Investment Portfolio View by getting the Cash row to appear in the right place and starting to get the column widths to be saved although I found an issue in this last night so it doesn't always remember it.
- Allowed a security type to be changed from a Bond to any other type and also added the symbol field to Bonds so customers can add CUSIP information or other data.
- We also fixed a number of crashing bugs including one that would occur when importing a Web Connect file.
- Made moderate improvements to Bills & Income and Reporting:
- Every Bill under Bills has a menu that can be accessed by clicking on the button with the 3 dots. In this release, we added the ability to Pay Bills and Edit Details from this menu.
- For reports, we added the ability to define the columns to display in Transaction Reports and a new Total row that appears at the bottom of the report.
- Also under reports, clicking on an amount in the Summary and Comparison reports now bring up a report that is based on the new transaction report. This fixes some of the inconsistencies that would appear when using the old transaction report in the way transactions were grouped. Previously transactions were grouped by positive or negative amounts (money in vs money out). The new report uses the Expense and Income settings of the category. We are temporarily losing the ability to drill down to the transaction in the register but we'll add this back in the next update.
- Improve the product for Canadian customers joining our new Canadian membership plans:
- The defaults for the product will be based more on Home Currency vs the US Dollar like previously.
- Features that aren't available to Canadian customers are now hidden so they don't have to deal with the extra clutter.
- Investments types now include TFSA, RRSP and RESP.
- Unfortunately, we didn't quite finish Canadian Category Tax Line items yet so we've hidden the tax report for now. Our top priority is to get a new default category list in place for new customers. Existing customers aren't affected since they will continue to see their old categories.
- Overall for this initial Canadian release, we focused on new customers. Our next step is to work-through supporting existing Canadian customers and help them take advantage of new Canadian features including investment accounts and tax categories even if they've subscribed to a US membership plan.
As always, please report any issues you find in this release in this forums so we can spot them quickly and hopefully address the issues in upcoming releases. We already know there's going to be a 5.4.1 released in the not too distant future to add Canadian categories so stay tuned.
12/7 - We stopped the release because we were seeing a number of people crashing when trying to download transactions. We're going to fix this before we start the release again.
12/8 - We created a 5.4.1 release for customers who updated to 5.4.0 that fixes the crash and the asset sync issues. Only customers who have 5.4.0 will get this update. We wanted to get you guys unstuck quickly. If everything looks good, we'll start releasing it to everyone else probably on Monday. This also fixes the portfolio view issue that SnoopyFC mentioned.
12/11 - Released 5.4.2 to all customers. We found a crashing bug in 5.4.1 in the portfolio view when moving the mouse when there is no data. This typically occurred in the Realized gain view when there were no sales for the past year.
12/12 - Released 5.4.3 to all customers. We fixed an issue where customers would be asked to change their password but the password field didn't work.
12/22 - Released 5.4.4 to all customers. We fixed a number of the issues that were found in this forum including Accrued Interest not getting the right category, amounts not printing in the transaction report, corrected a sync issue with the new Canadian investment account types, fixed the Euro issue in loans and fixed a number of crashing issues.
