Quicken for Mac 2018 v5.4.x Released

Quicken Marcus

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 button  on 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.

krm11, our new reports don't have these because we felt that most of the time they weren't useful since it could only list a few items at a time.  For example, if you had 30 categories or 15 accounts selected, that list would only display maybe 10 of these and you still wouldn't know there were more hidden.  However, I think you're right in that there is no way to know there is any customization or filtering of the report and this is something we'll also have to add.  Maybe we'll change the color the customize button and do a tooltip that would list all the parameters.  What do people think of this idea?

smayer97

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 button  on 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.

I think we'll add a couple of buttons to do it because key commands are kind of hidden.  

That sounds great. I would strongly suggest you add both...there are a lot of keyboard users out here. ;-)

Quicken Marcus

smayer97 (QM2007, CDN user since '92) said:

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)?

As always, great follow up questions.

1) There is literally a Canadian membership that is unique and different than the US membership.  Therefore we key off of this.  If you buy this membership then we'll default more things to Canada by default.  With that said we also realize that there are probably around 10% of Mac customers who are Canadian's using the US membership or at least have been using the US version.  We are working through ways we can allow Canadians like yourself to take advantage of the Canadian-centric items like investment accounts and tax items without unduly annoying the majority of our US customers.  We're still working through those scenarios so stay tuned on that.  My main point is we realize there are a significant number of Canadians using the US Mac version since there wasn't a Canadian Mac version and we won't leave you stuck.

2) Yes, when I say accounts I mean bank and investment accounts.  As I said above, we realize we have a lot of Canadian customers using the US product and we want you to be able to continue to use whichever version you want.  We also realize that some Canadians have to deal with US accounts and taxes.

4) It's a great point that it's not obvious how to get priority support on the Mac site.  Actually, if you purchase the Windows Home and Business account you'll get it.  Like I said, the subscriptions aren't really about Mac or Windows even though the website implies that they are. You're really purchasing a membership and that membership allows you to download and use either Windows or Mac or both products.  It's your choice.    

krm11

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 button  on 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.

Marcus, I agree that long lists of parameters are clunky in the header, so adding a tooltip to show parameters would be helpful.  I don't object to seeing change in color on the customize button, however, simply having attention drawn to it to promote looking in that list is a bit tricky, since the first screenful of, say, categories could all show as checked (included), but you don't really know if "all" are included unless you scroll through to see if any are unchecked further down the list. Thank you!

Quicken Marcus

smayer97 (QM2007, CDN user since '92) said:

Having a discussion over here (in the SU Lounge) about the handling of monthly scheduled transactions that occur on the 29th, 20th or 31st of the month...

QM2018 handles this by pushing any of those dates to ALWAYS be the LAST DAY OF THE month...Not elegant.

QM2007 on the other hand gives a warning that not all months end with that date and gives the option to skip those months or to make then all the Last Day of the Month. Better but also not most elegant.

QWin on the other hand simply automatically assumes you mean the last day of the month and goes to the Last Day of the Monthly ONLY on months where that date does not exists, e.g. if the schedule is monthly on the 31st, on months that have less days, QWin makes it the last day (30th, 29th, 28th) for THAT month ONLY, then resumes on the 31st...(likewise for 30th and 29th).

Conclusion, it would be nice if QM2018 handled it the same way as QWin...or a combination of QWin and QM2007 (warning you and giving the option of what it will do).

We're going to do that but it was going to take a lot more time to build out and we decided to wait for the upcoming massive rework of scheduled transactions coming this month so we did the easiest thing for now.  The problem we're trying to address is that QMac 2017 simply drops the month if the day doesn't exist which I think we would all agree is the wrong thing to. 

Unknown

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.

My problem is that 2018 crashes every time I try to import my 2017 file.

Unknown

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....

I can run it again and give you the report it generates if you need.

krm11

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 button  on 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.

Yes, All or None in the Tags list is very confusing.  I'm glad you brought it up again.

Quicken Marcus

Bobalaska said:

I have a couple questions about IRR and ROI.
1.  Are these only generic values, i.e. for the given holding period for the YTD, 1 and 3 year periods specified? Or are they specific to the individual investor?  For example, if I were bought GE a week ago, would the YTD value reflect GE's performance from January 1 until today, or from one week ago until today?
2.  Either way, is any consideration being given to adding an option of being able to display ROI and/or IRR in the Portfolio Value view, so a user doe not have to use the drop down menu and go to Performance? I would prefer one window for sure.

Thanks.

Great questions.  IRR and ROI uses your data and is specific to you.   IRR, in particular, takes into account when you bought the security, if you sold any shares, dividends received, etc.   We do plan on relaxing a requirement that you had to own the security at the beginning of the period before performance calculations are made which we'll make available in a future update.  The bottom line is that the performance numbers are specific to your data.

The reason it's separate is for performance reasons.  It's possible that after a bunch of performance and optimization work that we might allow you to include the performance columns in the regular portfolio view but it's simpler for us to keep them separate for now.

Unknown

Bobalaska said:

I have a couple questions about IRR and ROI.
1.  Are these only generic values, i.e. for the given holding period for the YTD, 1 and 3 year periods specified? Or are they specific to the individual investor?  For example, if I were bought GE a week ago, would the YTD value reflect GE's performance from January 1 until today, or from one week ago until today?
2.  Either way, is any consideration being given to adding an option of being able to display ROI and/or IRR in the Portfolio Value view, so a user doe not have to use the drop down menu and go to Performance? I would prefer one window for sure.

Thanks.

Marcus...why would Quicken Mac 2017 prompt me to upgrade to 5.3.2?

The update screen pops up whenever I open Quicken Mac 2017.  Just started about 10 minutes ago.  



This is clearly a Quicken Mac 2018 update.  Not for 2017.  

Any help would be appreciated. 

Brendan

Bobalaska said:

I have a couple questions about IRR and ROI.
1.  Are these only generic values, i.e. for the given holding period for the YTD, 1 and 3 year periods specified? Or are they specific to the individual investor?  For example, if I were bought GE a week ago, would the YTD value reflect GE's performance from January 1 until today, or from one week ago until today?
2.  Either way, is any consideration being given to adding an option of being able to display ROI and/or IRR in the Portfolio Value view, so a user doe not have to use the drop down menu and go to Performance? I would prefer one window for sure.

Thanks.

Same here.

Snoopy FC

There's an issue with the bills and income screen.  Notice it in the screenshot below: 

See how the upcoming transactions view only takes a small portion of screen real estate below the graph.  Please fix this.  

smayer97

smayer97 (QM2007, CDN user since '92) said:

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)?

Again thx for the replies.

1) So if you only default to Canada specific things, does this mean the user can switch by changing a setting? If I read correctly, it seems like at the moment, this cannot be changed by the user.

2) As it is today, it is still not clear as to whether the CA version still has access to the US banks for downloading...seems implied but is not clear...please confirm (a quick way would be to confirm if they use the same FIDIR.txt file).

4) But the question really is that if a CA user wants priority service and buys from the US site (for Premier or H&B) will they be able to access the Canadian features at this point (of course this depends on the answer from 1).

Need to get clear answers as we often get questions in the forum for purchase recommendations.

Glad you are working it through. Look forward to the end result. 

BTW, in today's global world, please keep in mind that there are US users that use services cross-border, not just CA users. So as examples, features like BillPay may still be needed by CA users you have US accounts, or US users working in Canada. Also, users may start on one side of the border, then migrate, so access to features change. 

P.S. You may want to refer to our detailed e-mails discussing these various issues, starting Nov 21, 2016 onward, if they were of any help (if you still have them).

smayer97

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 button  on 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.

In the meantime, you can add your VOTE to Add Selection Criteria for -No Category- and -No Tag- on Reports.

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 for Report Related Features. 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.)

smayer97

smayer97 (QM2007, CDN user since '92) said:

Having a discussion over here (in the SU Lounge) about the handling of monthly scheduled transactions that occur on the 29th, 20th or 31st of the month...

QM2018 handles this by pushing any of those dates to ALWAYS be the LAST DAY OF THE month...Not elegant.

QM2007 on the other hand gives a warning that not all months end with that date and gives the option to skip those months or to make then all the Last Day of the Month. Better but also not most elegant.

QWin on the other hand simply automatically assumes you mean the last day of the month and goes to the Last Day of the Monthly ONLY on months where that date does not exists, e.g. if the schedule is monthly on the 31st, on months that have less days, QWin makes it the last day (30th, 29th, 28th) for THAT month ONLY, then resumes on the 31st...(likewise for 30th and 29th).

Conclusion, it would be nice if QM2018 handled it the same way as QWin...or a combination of QWin and QM2007 (warning you and giving the option of what it will do).

Hope it factors in some of the requests here: 
List of Requests for Bill Reminders (aka Scheduled Transactions) and Graph Features (aka Cash Flow Forecast or Projected Balance)

Brendan

Bobalaska said:

I have a couple questions about IRR and ROI.
1.  Are these only generic values, i.e. for the given holding period for the YTD, 1 and 3 year periods specified? Or are they specific to the individual investor?  For example, if I were bought GE a week ago, would the YTD value reflect GE's performance from January 1 until today, or from one week ago until today?
2.  Either way, is any consideration being given to adding an option of being able to display ROI and/or IRR in the Portfolio Value view, so a user doe not have to use the drop down menu and go to Performance? I would prefer one window for sure.

Thanks.

Thanks.  It's fixed this morning.  No longer getting prompted

RCinNJ

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. 

Not to sound stupid, but why not?

smayer97

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. 

They did not get a 'round 'tuit yet  ;-)

Unknown

Is anyone else having QuickenCloud issues since upgrading to 5.4.1?  I am getting it every time I try to update my accounts.  I've waited longer than the hour and rebooted and tried multiple things but I'm still getting the error.

smayer97

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. 

:-D lol

Unknown

Jeff said:

Is anyone else having QuickenCloud issues since upgrading to 5.4.1?  I am getting it every time I try to update my accounts.  I've waited longer than the hour and rebooted and tried multiple things but I'm still getting the error.

Thanks RickO.  I did double check that before posting.  I haven't tried to Reset the connected services as the ConnectLogs.txt file shows "unable to login" error.  So resetting it won't work since it can't connect to reset it in the first place.  Appreciate the response. 

Unknown

Jeff said:

Is anyone else having QuickenCloud issues since upgrading to 5.4.1?  I am getting it every time I try to update my accounts.  I've waited longer than the hour and rebooted and tried multiple things but I'm still getting the error.

So as an update to this it appears to be only impacting my bank accounts.  Credit cards, investment accounts and anything non-bank specific seem to be downloading fine and connecting to the QuickenCloud.  The error is still there though and I can't seem to get rid of it.  I did try to reset my Connected Services and that did not fix it either.

Unknown

since the update payments made to another account are showing up as payments instead of deposits.  An example would be the primary checking pays a credit card account but the payment shows up on the credit card account as a payment as well. This appears to be affecting scheduled transactions.

Unknown

Jeff said:

Is anyone else having QuickenCloud issues since upgrading to 5.4.1?  I am getting it every time I try to update my accounts.  I've waited longer than the hour and rebooted and tried multiple things but I'm still getting the error.

Update.....  I changed from Quicken Connect to Direct Connect and my issues completely went away.  So at this point I've resolved my own problem but had to go through a lot of hoops with this new version that I haven't had to do before.

Unknown

smayer97 (QM2007, CDN user since '92) said:

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)?

I'm going to throw in what I think I'm hearing, and some things I think need to be asked here.

smayer97's #1 above, (expanded a bit).

Say you a Canadian license in your Quicken account.  You now will have access to the installs for Canadian versions of Window and Mac.  And note that the Canadian Windows install is different than the US one.  But if I'm not mistaken the Mac install is actually the same as the US version.  The Mac side is using the license to decide Canadian or US "behavior".  (But maybe I have this wrong and it something in the Mac install, and the license that behavior.)

Say instead you have an US license in your Quicken account.  You have access to the US Windows and Mac installs.  Again again the "behavior" is keyed off the license in the case of Mac, and Windows it a "different"/branched version that is very close, but not just changing based on the license (I might have this wrong too, and it would be very good news if it isn't branch, but is switched by the license.)

Given the above i will guess that any given Quicken account, can't have both a Canadian and US license at the same time.  One would have to be using different accounts/Quicken Ids.

Note to me it is very clear that this isn't something that the user can switch on and off in the program.

On #2, it seems Marcus already answered this one:

We are NOT changing the account access based on the membership so both
US and Canadian accounts will be available to both US and Canadian
customers. 

On #4, I would think the person would be buying the Canadian Home & Business membership level to get the priority service, not any US version.  Note that means they would have Canadian Windows Home & Business, and Canadian Mac Deluxe editions.

Perhaps one could buy the US Premier version or above and still get premium support for the Canadian versions they have, but that implies they have a need for both the US and Canadian versions.

Now for "my questions":
Which basically came to my mind when I was posting/reading this:
https://getsatisfaction.com/quickencommunity/topics/quicken-canada-mac-vs-windows

How good is the multiple currency support at this point?

Did anyone give a thought to the conversion from Quicken Canadian Windows to Quicken Canadian Mac?  (how good is it?)

Note, I expect the Mac to Windows to be the same disaster it has been for years.

smayer97

smayer97 (QM2007, CDN user since '92) said:

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)?

so one thing is clear...the decision for a Canadian user has gotten very complicated to navigate, as the Quicken site does not help as it is now. 

Unknown

Jeff said:

Is anyone else having QuickenCloud issues since upgrading to 5.4.1?  I am getting it every time I try to update my accounts.  I've waited longer than the hour and rebooted and tried multiple things but I'm still getting the error.

I use Quicken for Mac 2018 and my last update was v5.4.0.  I had to reconfigure my Mac and the latest release on Quicken's site is v5.3.2.  Using v5.3.2, I cannot load my data file and Quicken tell me that I have the latest version (v5.3.2).  Where can I download v5.4.0?

Concordman

Just downloaded the update 5.4.2. Looks like the column width modification appear to be working. Quicken is indeed remembering the widths I selected. Wondering if Marcus had a chance to review some of the bill & income issues RickO, QPW & I discussed a few weeks ago.  

Concordman

Concordman said:

Just downloaded the update 5.4.2. Looks like the column width modification appear to be working. Quicken is indeed remembering the widths I selected. Wondering if Marcus had a chance to review some of the bill & income issues RickO, QPW & I discussed a few weeks ago.  

I was referring to the column width in the PV. 

jlgg

I just downloaded 5.4.2.  I know Marcus stated we would temporarily lose ability in Comparison Reports to drill down to register, but I noticed we also lost the ability to automatically show memos when clicking on categories. I can customize to show memo/notes but I have to do it each time I select a category.  Moreover, memos from split transactions don't appear at all.  For me, individually, the old Comparison Report was more useable.