Quicken for Mac 2018 v5.5.x Released

Brendan

pauldv172 said:

I am trying to do an online transfer from my checking account to may saving account.  When I hit pay now, I get a message: 
Wells Fargo Bank cannot deliver your payment to Transfer For Save For by 02/03/18 because that date falls on a weekend or holiday.  The date will be changed to 02/05/18.
 I clicked ok but it will not change the date nor will it let me manually change the date.  I have to cancel the transaction.

Ugh.  Yep.  I too have this with BOA.  Same exact thing.  Making it a transfer forces it to today's date, but then some online banking rule says today's date is invalid.  Only option is to cancel the transaction.

RCinNJ

This update finally convinced me to install the QM2018 I purchased several months ago. Did this yesterday. Mostly smooth data transfer from QM2017. Only needed to adjust a few transactions.

I was able to download transactions yesterday. Today it's a mess! I keep getting requests to enter my passwords. When I do they are rejected. Also asked numerous times today to log into my Quicken account. Any suggestions? I also don't understand the message about using my confidential info stored in "Quicken 2015 password" (and not just that I went from 2007 to 2016, never owned QM2015).

Is this related to my trying to run QM2017 simultaneously to make sure I don't find any more data transfer errors, etc?

smayer97

James IsTheName said:

Please PLEASE add the following feature:  Transaction Splits by PERCENTAGE
It would be SO helpful to be able to assign a memorized percentage split for transactions.  Here is an example of what and why...

I have a home business and would like to allocate expenses to multiple categories.  

Internet/Phone Bill:  50% Personal & 50% Business
City Power/Sewer:  70% Personal & 30% Business
Rent/Mortgage:  70% Personal & 30% Business
Auto Expenses:  50% Personal & 50% Business
Groceries:  90% Personal & 10% Business
Apple Music:  75% Personal & 25% Business
Etc, etc, etc...

To have to manually enter currency amounts seems undue, especially since so many other aspects of a transaction can be memorized.  

Thoughts?  Ideas?  Do you think this is possible and could be implemented in a future (or current!) release?

Thanks so much for your time,

Chris

For some...but I and many others are still waiting...still unable to make the jump...

I sure hope priority is being given to those remaining issues that prevent the move...as per the list above...

Will Fiveash

I just updated quicken to v5.5.0 and now it crashes when I run it on my Mac (OS X 10.13.3).  Are you aware of this?

Concordman

Will Fiveash said:

I just updated quicken to v5.5.0 and now it crashes when I run it on my Mac (OS X 10.13.3).  Are you aware of this?

Just updated to 5.5.0 as well running 10.13.3 ..Had no issues  ie no crashing I am thinking that your datafile could have been corrupted somehow, do you have a recent backup you could try to restore in 5.5.0?

Will Fiveash

Will Fiveash said:

I just updated quicken to v5.5.0 and now it crashes when I run it on my Mac (OS X 10.13.3).  Are you aware of this?

How do I do this restore when quicken will not start now (note, the previous version was running without problem)?

Concordman

Will Fiveash said:

I just updated quicken to v5.5.0 and now it crashes when I run it on my Mac (OS X 10.13.3).  Are you aware of this?

May have been an issue with the update, Do you still have the previous version 5.4.4 in the trash bin? If you do perhaps restarting the previous version than doing the update again might solve your issue.I understand this may seem  a bit obtuse but it could work for you

Will Fiveash

Will Fiveash said:

I just updated quicken to v5.5.0 and now it crashes when I run it on my Mac (OS X 10.13.3).  Are you aware of this?

I thought about running the previous version but during the update I saw a message about updating the database which has me concerned about whether this will cause problems with the previous version.

Concordman

Will Fiveash said:

I just updated quicken to v5.5.0 and now it crashes when I run it on my Mac (OS X 10.13.3).  Are you aware of this?

It updates the database to get it ready for 5.5.0. If you run 5.4.4 you should be ok, unless the database your operating in 5.4.4 has been somehow corrupted. Give it a shot let us know how you progress.

Will Fiveash

Will Fiveash said:

I just updated quicken to v5.5.0 and now it crashes when I run it on my Mac (OS X 10.13.3).  Are you aware of this?

I restored the previous version (5.4.4) and restored the database via an automatic backup.  Of course I'm having trouble now downloading transactions for one of my credit cards but this could be a problem with the server quicken is talking to.  Very frustrating.

Concordman

Will Fiveash said:

I just updated quicken to v5.5.0 and now it crashes when I run it on my Mac (OS X 10.13.3).  Are you aware of this?

But you are not crashing so we are moving in the right direction. So are you going to try update to 5.5.0?

What credit card are we talking & how are you connecting to the credit card company?

Will Fiveash

I tried the update to 5.5.0 and it now runs.  I am still having trouble downloading the Citi credit card transactions using Quicken Connect which has been working for a long time.  The error message states that Quicken was only able to do a Partial Download (-28) and there is a STATUS_TERMINATION_TIMEOUT error.  I sure hope this is a temporary problem with the Citi server.

smayer97

Will Fiveash said:

I tried the update to 5.5.0 and it now runs.  I am still having trouble downloading the Citi credit card transactions using Quicken Connect which has been working for a long time.  The error message states that Quicken was only able to do a Partial Download (-28) and there is a STATUS_TERMINATION_TIMEOUT error.  I sure hope this is a temporary problem with the Citi server.

Known problem unrelated to update. See this thread:
https://getsatisfaction.com/quickencommunity/topics/mac-quicken-2015-getting-error-message-partial-d...

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

Concordman

Will Fiveash said:

I tried the update to 5.5.0 and it now runs.  I am still having trouble downloading the Citi credit card transactions using Quicken Connect which has been working for a long time.  The error message states that Quicken was only able to do a Partial Download (-28) and there is a STATUS_TERMINATION_TIMEOUT error.  I sure hope this is a temporary problem with the Citi server.

Citi Credit Card works very well if you use Direct connect. No issues. 

RCinNJ

RCinNJ said:

This update finally convinced me to install the QM2018 I purchased several months ago. Did this yesterday. Mostly smooth data transfer from QM2017. Only needed to adjust a few transactions.

I was able to download transactions yesterday. Today it's a mess! I keep getting requests to enter my passwords. When I do they are rejected. Also asked numerous times today to log into my Quicken account. Any suggestions? I also don't understand the message about using my confidential info stored in "Quicken 2015 password" (and not just that I went from 2007 to 2016, never owned QM2015).

Is this related to my trying to run QM2017 simultaneously to make sure I don't find any more data transfer errors, etc?

RickO, Thanks for the info! I see from this thread that there may be a Quicken server side issue for at least part of my problems: https://getsatisfaction.com/quickencommunity/topics/mac-quicken-2015-getting-error-message-partial-d...

RCinNJ

RCinNJ said:

This update finally convinced me to install the QM2018 I purchased several months ago. Did this yesterday. Mostly smooth data transfer from QM2017. Only needed to adjust a few transactions.

I was able to download transactions yesterday. Today it's a mess! I keep getting requests to enter my passwords. When I do they are rejected. Also asked numerous times today to log into my Quicken account. Any suggestions? I also don't understand the message about using my confidential info stored in "Quicken 2015 password" (and not just that I went from 2007 to 2016, never owned QM2015).

Is this related to my trying to run QM2017 simultaneously to make sure I don't find any more data transfer errors, etc?

"And.. if you are using Quicken Connect, consider changing to Direct Connect for FIs that support it (such as Chase)."

I do. I wish all my FI's supported Direct Connect!

Snoopy FC

James IsTheName said:

Please PLEASE add the following feature:  Transaction Splits by PERCENTAGE
It would be SO helpful to be able to assign a memorized percentage split for transactions.  Here is an example of what and why...

I have a home business and would like to allocate expenses to multiple categories.  

Internet/Phone Bill:  50% Personal & 50% Business
City Power/Sewer:  70% Personal & 30% Business
Rent/Mortgage:  70% Personal & 30% Business
Auto Expenses:  50% Personal & 50% Business
Groceries:  90% Personal & 10% Business
Apple Music:  75% Personal & 25% Business
Etc, etc, etc...

To have to manually enter currency amounts seems undue, especially since so many other aspects of a transaction can be memorized.  

Thoughts?  Ideas?  Do you think this is possible and could be implemented in a future (or current!) release?

Thanks so much for your time,

Chris

I understand, and hope that the Quicken team continues to make strides that allow all users to move forward.  They have for me, and I had reservations for some time as well.  

jsurpless

Any update to reports that would allow for column reports (by class, etc) as in Q2007?

RCinNJ

RCinNJ said:

This update finally convinced me to install the QM2018 I purchased several months ago. Did this yesterday. Mostly smooth data transfer from QM2017. Only needed to adjust a few transactions.

I was able to download transactions yesterday. Today it's a mess! I keep getting requests to enter my passwords. When I do they are rejected. Also asked numerous times today to log into my Quicken account. Any suggestions? I also don't understand the message about using my confidential info stored in "Quicken 2015 password" (and not just that I went from 2007 to 2016, never owned QM2015).

Is this related to my trying to run QM2017 simultaneously to make sure I don't find any more data transfer errors, etc?

Also, thanks for the explanation about Q2015 keychain! I was confused about what this was and where it was located. I opened the Keychain app and confirmed that the stored passwords were correct and deleted old and duplicates. Maybe this clean up will help.

Will Fiveash

Will Fiveash said:

I tried the update to 5.5.0 and it now runs.  I am still having trouble downloading the Citi credit card transactions using Quicken Connect which has been working for a long time.  The error message states that Quicken was only able to do a Partial Download (-28) and there is a STATUS_TERMINATION_TIMEOUT error.  I sure hope this is a temporary problem with the Citi server.

i switched the connection type to Direct connect and that appears to have solved my problem, thanks.

Concordman

Playing around with the bills & income section , cleaned up list of payees that no longer need to be  in the bills & income section, ran into one payee that QM would not allow deleting ; the alert claims its a duplicate payee, A payee with this name already exists. Each payee must have a unique name. Does not make sense as I note only one payee with this name in list of payees. Any ideas will be appreciated.

Concordman

Backup file with 5.5.0 is much quicker; Just one question ,I note the size of the backed up datafile is  2X the size of the previous file backed up with 5.4.4. very strange to observe. Did I somehow duplicate the file in the datafile? 

Snoopy FC

Concordman said:

Backup file with 5.5.0 is much quicker; Just one question ,I note the size of the backed up datafile is  2X the size of the previous file backed up with 5.4.4. very strange to observe. Did I somehow duplicate the file in the datafile? 

I noticed that as well and I suspect it's because the backup file is no longer being zipped or condensed.  That's likely the reason the backup is so much faster.  

Snoopy FC

Concordman said:

Backup file with 5.5.0 is much quicker; Just one question ,I note the size of the backed up datafile is  2X the size of the previous file backed up with 5.4.4. very strange to observe. Did I somehow duplicate the file in the datafile? 

I've also noticed that the backup is not always run when always backup is selected in preferences.  I'm guessing this behavior was selected because I didn't make any changes to the datafile and just closed the program.  I can live with that because nothing was changed.  

Concordman

Concordman said:

Backup file with 5.5.0 is much quicker; Just one question ,I note the size of the backed up datafile is  2X the size of the previous file backed up with 5.4.4. very strange to observe. Did I somehow duplicate the file in the datafile? 

Well I guess I am glad not to be alone on this thing;. It would be nice to get a confirmation from Quicken as to why the file size is 2X but your response makes sense.

Concordman

Concordman said:

Backup file with 5.5.0 is much quicker; Just one question ,I note the size of the backed up datafile is  2X the size of the previous file backed up with 5.4.4. very strange to observe. Did I somehow duplicate the file in the datafile? 

Just compressed the back-up datafile..file size is 1/2 pre compressed file. Thats got to be it

smayer97

James IsTheName said:

Please PLEASE add the following feature:  Transaction Splits by PERCENTAGE
It would be SO helpful to be able to assign a memorized percentage split for transactions.  Here is an example of what and why...

I have a home business and would like to allocate expenses to multiple categories.  

Internet/Phone Bill:  50% Personal & 50% Business
City Power/Sewer:  70% Personal & 30% Business
Rent/Mortgage:  70% Personal & 30% Business
Auto Expenses:  50% Personal & 50% Business
Groceries:  90% Personal & 10% Business
Apple Music:  75% Personal & 25% Business
Etc, etc, etc...

To have to manually enter currency amounts seems undue, especially since so many other aspects of a transaction can be memorized.  

Thoughts?  Ideas?  Do you think this is possible and could be implemented in a future (or current!) release?

Thanks so much for your time,

Chris

Glad it worked out for you...but I do not just have reservations, I have obstacles that prevent me from migrating...lack of key report types and features, inability to use sub-classes, nor to batch edit the many tags on split transactions,...and the carry forward of over 80 saved reports... just for starters 

smayer97

jsurpless said:

Any update to reports that would allow for column reports (by class, etc) as in Q2007?

They have mentioned that a new reporting engine has been created that is suppose to facilitate the creation of the types of reports that QM2007 can produce...they also are striving to implement what is needed for QM2007 users to migrate before Apple completely drops support for technology used by QM2007, e.g. 32-bit software, which includes QuickDraw, one of the key techs used. 

So they are under the gun...we just have to wait and see. Meanwhile, You can add your VOTE for the Columnar report. You may also want to add your vote to each of the components that make up the essential related report features described here.

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. Your VOTE matters!

For background, you may want to read this post too. BTW, the columnar-type report is the basis for MANY other reports, as described in detail in this post a little lower; only the selection and formatting criteria are different.

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

smayer97

Concordman said:

Backup file with 5.5.0 is much quicker; Just one question ,I note the size of the backed up datafile is  2X the size of the previous file backed up with 5.4.4. very strange to observe. Did I somehow duplicate the file in the datafile? 

Yes...with QM2017 v4.5, a feature was introduced that only triggers a backup IF there is a change in the data file.

And yes...compression should at least be an option...

but glad it is still in a zip wrapper, otherwise, this would defeat the benefit of being able to store the backup files in a DropBox like folder synced to the cloud, which prevents permission issues from arising.

John Morrow

The following keyboard shortcuts would be handy in my opinion:

• Spacebar : in Reconcile window, toggle Clr status and move to next transaction. This speeds up reconciliation considerably and avoids using the mouse. Other financial software do this already.

• ⌘⌫ : delete transaction (same effect as ⌫, but used in other macOS software and so engrained in finger memory). Has the added benefit of preventing inadvertent transaction loss (when ⌫ is disabled).