Quicken for Mac 2018 v5.4.x Released

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)?

The Canadian specific features primarily consist of  

• support for Canadian categories and tax line items (v5.5.x).
• a new Canadian Tax Schedule report
• can see Canadian investment accounts such as TFSA, RRSP and RESP instead of US account types (AFAIK, there is no specific functionality, just name changes).
  

Beyond that, the rest is about default currency, categories, etc. and turning off US specific features that cannot be used in Canada anyway. Read the full details in the Release Notes.

So if you want any of the above, you would need to switch. But is the US version works for you, there is no significantly compelling reason to do so at this time.

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

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)?

and it seems like Canadian version is more expensive

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)?

One note here. I am not allowed to purchase/renew the US version anyway as I live in Canada. 

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)?

Does your Quicken.com account prevent you from doing so? If so, how?

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)?

BTW, as of v5.5, regardless of your starting point, you can switch versions:

• NEW Added a new preference to turn on US or Canadian features regardless of membership. This means that if you're a US member but are actually Canadian, you can turn on Canadian features. This also means if you're a Canadian member but have US bank accounts, you can turn on US features like Bill Pay.

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

Unknown

Y mi número de cuenta y número de Depocito


Quiero cuenta de cheques , de si me dan una tarjeta de crédito Dónde puedo tener archivos o números


Adjunto mi identificación

smayer97

macuser_22 said:

I have noticed a change in the way that QM2018 handles reinvestment of dividends.


With QM2017 security dividends transactions were listed as Type="Dividend Income" with a "Cash In" amount.  Then if reinvested there was a second transaction Type="Buy" with a "Cash Out" amount.

With QM2018 the Type for that is now a single "Reinvest Dividend" with "Cash In" and "Cash Out" being zero.

There seems to be no easy way to actually see the dollar amount of the dividends received without editing the reinvest transaction which then displays the dividend amount and total cost.

It would be nice to be able to see that information directly in the transaction window with a user option column like the other columns.

In the investment transaction view how about adding a column for dividends?

It would also be nice to have a Symbol column to display the security symbol in the transaction window.

You can add your VOTE to Show Reinvested Dividends cash in Cash In and Cash Out columns and Add Security Symbol column to investment accounts' transactions view.

First, click on each underlined link above to go there, then click VOTE at the top of THAT page, so your vote will 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.

While you are at it, you may want to add your VOTE to related IDEAS found on the 
List of Requests Related to Investments. 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.)