Quicken for Mac 2018 v5.5.4 and Other 5.5.x Releases

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Comments

  • Quicken Marcus
    Quicken Marcus Quicken Mac Subscription Employee ✭✭✭✭
    edited March 2018
    Concordman said:

    @Marcus, has anyone given any thought to a one line separation in the PV when using Group by  Type option? 

    Thanks.  I think I understand what you're saying but it doesn't look compressed to me so it's possible there's a bug in what you're seeing.  Would it be possible to take a screenshot?
  • Quicken Marcus
    Quicken Marcus Quicken Mac Subscription Employee ✭✭✭✭
    edited March 2018
    Concordman said:

    This has been reported under new release V5.5.4 .Will add here for further emphasis. After uploading V5.5.4 I now observe an investment section in the pie chart. The investment pie section contains bond accrued interest & stock dividends. 

    s2kdriver thanks for confirming this was the right thing to do for reporting.  Concordman definitely has a point about the spending wheel being something a little different.  Concordman, I was sort of thinking the same thing that maybe the spending wheel should only include banking accounts and not investments or at least add the option for people to pick what they want.  In fact, I'm actually surprised investments are being included.  I think this may have been an unintended consequence of changing the default elsewhere in the product. 
  • Quicken Marcus
    Quicken Marcus Quicken Mac Subscription Employee ✭✭✭✭
    edited March 2018
    Jim said:

    Is anything being done to speed up the slow loading issue?

    Can you try turning off Automatic Downloading of Quotes in Preferences and see if that makes a difference?  We are working on performance and in fact, have found that quote downloads at launch are slowing things down a lot.  If anyone sees a beach ball after they launch, try turning off the quote download.  This affects people who have lots of securities over the course of many years.  We have fixed this in 5.6 which will be our next major release.  Another feature we're adding is that Quicken will maintain a list of your held securities and will only download only those to keep things speedy.  You can turn this off and choose which securities to download manually but I think keeping things automatic will be a nice option.
  • Quicken Marcus
    Quicken Marcus Quicken Mac Subscription Employee ✭✭✭✭
    edited March 2018
    Maura Dollymore said:

    I am having this problem loading brokerage accounts mostly.   VERY SLOW.  Never happened with Quicken 2017.  You have a whole thread on this slowness in the Community page.  What is UP???   Please get this fixed.  Makes me pretty uphappy with Quicken at this point.

    Are you talking about Investment Transactions or Portfolio View?  5.5.4 should have fixed the slow Transaction View issue.  The problem is that the Chart was still being drawn when you were on the Transaction View even though it wasn't visible which slowed things down.
  • Quicken Marcus
    Quicken Marcus Quicken Mac Subscription Employee ✭✭✭✭
    edited March 2018
    s2kdriver said:

    Hi Marcus, I believe there is still a bug in the Specify Lots feature.  I mentioned this in a previous thread, but now have some grabs from 5.5.4 to better illustrate the problem.  Future transactions somehow influence the shares "Available to Sell" in previous transactions.  See attached screen shots.  In addition, I am putting in a plug for an "ACB" Specify Lots preset for Canadian users...

    image

    image

    You are right.  We're working on this now.  When I mentioned we most likely would have a 5.5.5, this is what I was thinking would go in it.  As you say, it's really a timing issue.  To work around it, remove the future transaction by changing the security temporarily and then the lots should work correctly.  In any case, we are working on it but it's a complicated issue.  The last remaining case the developer is working through is what happens when you have 2 sales for the same security on the same day.  Which one affects the lots first, etc. 
  • Quicken Marcus
    Quicken Marcus Quicken Mac Subscription Employee ✭✭✭✭
    edited March 2018
    David said:

    I am still getting the spinning ball when trying to enter investment transactions, it takes almost 5 mins just to enter one transaction.  please help

    5.5.4 should have fixed it.  Are you using 5.5.4?  The graph suggestion by RickO would also work but it would be good to know if for some reason people are still seeing the issue in the latest release.  I'll take a look to make sure the fix made it into 5.5.4 and if not we'll get it into 5.5.5.
  • Quicken Marcus
    Quicken Marcus Quicken Mac Subscription Employee ✭✭✭✭
    edited March 2018
    David said:

    I am still getting the spinning ball when trying to enter investment transactions, it takes almost 5 mins just to enter one transaction.  please help

    Ugh! I just checked and that investment performance fix didn't make it into 5.5.4 like I was told.  I just personally put it into 5.5.5 myself to make sure it gets in. 
  • Concordman
    Concordman Quicken Mac Subscription Mac Beta Beta
    edited March 2018
    Concordman said:

    This has been reported under new release V5.5.4 .Will add here for further emphasis. After uploading V5.5.4 I now observe an investment section in the pie chart. The investment pie section contains bond accrued interest & stock dividends. 

    Marcus will this be fixed in 5.5?
  • smayer97
    smayer97 Quicken Mac Other SuperUser ✭✭✭✭✭
    edited March 2018
    David said:

    I am still getting the spinning ball when trying to enter investment transactions, it takes almost 5 mins just to enter one transaction.  please help

    If so, you may want to eventually update the Release Notes above and the main link...

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  • Quicken Marcus
    Quicken Marcus Quicken Mac Subscription Employee ✭✭✭✭
    edited March 2018
    Concordman said:

    This has been reported under new release V5.5.4 .Will add here for further emphasis. After uploading V5.5.4 I now observe an investment section in the pie chart. The investment pie section contains bond accrued interest & stock dividends. 

    No this won't be changed for 5.5.x.  5.5.x is working as designed.  In other words, this isn't a bug.  If I remove investment accounts from the pie chart, are people going to complain that investments were removed? If you want an option, I'm not sure where we would put it.  That code is very old and not easy to update. I haven't decided what the right behavior should be for everyone yet.  I need to do a little more investigation and then decide what we should do.
  • Quicken Marcus
    Quicken Marcus Quicken Mac Subscription Employee ✭✭✭✭
    edited March 2018
    Maura Dollymore said:

    I am having this problem loading brokerage accounts mostly.   VERY SLOW.  Never happened with Quicken 2017.  You have a whole thread on this slowness in the Community page.  What is UP???   Please get this fixed.  Makes me pretty uphappy with Quicken at this point.

    Sorry, this wasn't actually fixed in 5.5.4 as I thought.  It will be in 5.5.5.
  • Quicken Marcus
    Quicken Marcus Quicken Mac Subscription Employee ✭✭✭✭
    edited March 2018
    David said:

    I am still getting the spinning ball when trying to enter investment transactions, it takes almost 5 mins just to enter one transaction.  please help

    Thanks. I updated the above text.
  • Unknown
    Unknown Member
    edited March 2018
    Jim said:

    Is anything being done to speed up the slow loading issue?

    Marcus, I have already turned off the auto download of quotes with it not helping at all. I have also closed all of the graphs in investments too. Still no help. Any other ideas and i'll be happy to try them.

    BTW: not sure why  but I don't get any e-mail notification on your posts here, even though I have all the boxes checked in my profile.

    image
  • Unknown
    Unknown Member
    edited March 2018
    Re-Posting my question here in hopes that my download bank transactions has something to do wiht the fixes you reference in 5.5.4 info above.  (I am running 5.5.4.)  Thanks.

    Mac running latest MacOS 10.13.3.  Quicken for Mac Starter 2018 Version: 5.5.4 (Build 55.21598.100)]

    Since the Quicken update approximately 5.5.x, Quicken will not download Bank of America credit card transactions without going into settings and Deactivating Downloads, re-establishing a new setup including all password control and authentication, then refreshing the bank list and letting it start all over.  If you do not take these steps each time you select the "update all accounts circle, or choose "update selected online account" in the  Accounts menu, the circle spins for 10 seconds and nothing happens.  If you choose update selected online account, five minutes go by and then an error box appears which simply says: "An error occurred during your online banking update.  This window has been opened to show you your Quicken account status.  Additional information: HTTP(null)"

    Quicken help desk shared the screen with me and tried to resolve the issue but the agent indicated that something may be going on with Bank of America.

    B of A apparently requires Quicken to use "Quicken Connect" as the connection protocol rather than "Quicken Direct" although I have tried to make them both work.

    Does anybody have any ideas on how to make things run smoothly again (after over five years of connecting instantly without a hitch.)?

    Thanks for your ideas
  • Concordman
    Concordman Quicken Mac Subscription Mac Beta Beta
    edited March 2018
    Concordman said:

    This has been reported under new release V5.5.4 .Will add here for further emphasis. After uploading V5.5.4 I now observe an investment section in the pie chart. The investment pie section contains bond accrued interest & stock dividends. 

    Marcus, if the drop down menu can be activated to show just banking & credit card data for the spending wheel that would resolve the issue at least for my needs. I am wondering if this change brought on as a result of 5.5.4 is an issue for others besides yours truly
  • Unknown
    Unknown Member
    edited March 2018
    David said:

    I am still getting the spinning ball when trying to enter investment transactions, it takes almost 5 mins just to enter one transaction.  please help

    I updated to 5.5.4 as soon as it was announced
  • s2kdriver
    s2kdriver Member ✭✭
    edited March 2018
    s2kdriver said:

    Hi Marcus, I believe there is still a bug in the Specify Lots feature.  I mentioned this in a previous thread, but now have some grabs from 5.5.4 to better illustrate the problem.  Future transactions somehow influence the shares "Available to Sell" in previous transactions.  See attached screen shots.  In addition, I am putting in a plug for an "ACB" Specify Lots preset for Canadian users...

    image

    image

    Hi Marcus.  Thanks for looking into this.  All I can suggest re multiple sales on the same day is to use the register order of the transactions to influence the lot calculations.  That seems most logical to me.  Any thoughts on my idea for an ACB or Average Cost preset to help Canadians follow CRA rules re cost basis?  Unfortunately we can't use FIFO or LIFO.
  • Concordman
    Concordman Quicken Mac Subscription Mac Beta Beta
    edited March 2018
    David said:

    I am still getting the spinning ball when trying to enter investment transactions, it takes almost 5 mins just to enter one transaction.  please help

    When will the release notes be viewable for 5.5.5 ?
  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited March 2018
    David said:

    I am still getting the spinning ball when trying to enter investment transactions, it takes almost 5 mins just to enter one transaction.  please help

    @Concordman, 5.5.5 isn't out yet; it's still in development or testing. (The comments above this reflect Marcus saying what will be in 5.5.5 when it is released.) Marcus typically posts the release notes when a new update is released, not before.
    Quicken Mac Subscription • Quicken user since 1993
  • moski
    moski Member ✭✭✭
    edited August 2018
    Marcus, I uncovered a new bug in how Comparison reports work when the two date ranges being selected have an overlap. I started a thread about it here: https://getsatisfaction.com/quickencommunity/topics/comparison-chart-errors-data-left-out?utm_source...

    I hope that link works, but in case it doesn't here are my original posts on this:

    Initial: In Quicken Deluxe Mac 2018, I was creating a comparison chart to show current monthly Income vs. Expense compared to current year.  In the time period selection box when Customizing a report, the top dropdown says "Date Range" and the second one says "Compare To".  So naturally, I chose This Month as the first and This Year as the second. The date ranges next to each selection modified themselves correctly. But when I run this report it does two things. First, it puts the Year first and the Month second, which doesn't make any sense. Whatever is the first date range should be the first column in the report. But the more nefarious problem is that for some reason, in this configuration it totally ignores any data for the month. That column is all zeroes!  It's like the data doesn't exist. It does show data in the Year column, but this data is wrong because it's not including any of the data from the current month.  When I swap the Date Range and Compare To variables, to show This Year first and This Month second, then the monthly data does show up in the left column, the Yearly in the right, all the data seems to be there and it all adds up. I created a spreadsheet showing those differences...there's no place to attach that spreadsheet here but if the Quicken folks would like to see this I can send it along. It is a repeatable error.  So there is a workaround, but the behavior for this report is all hosed up.

    First Follow Up: I've been studying this some more and I think I understand how their calculations are working. It appears that whatever appears in the left column is subtracted from the right column.  I tested this by playing around with using This Month vs. Month to Date in the left column (the lower date range selection). When This Month is selected, any future-dated transactions are included in the left column and that number is bigger.  When Month to Date is selected, these future transactions are removed from the left column but are now added in the right column.  This would also explain why when Year is in the left column, the right column is empty because obviously all those transactions would be subtracted from the right column.  

    This means that actually, what I thought was a workaround isn't, as I'm not getting the comparison I was actually looking for.  I wanted something that I had in Quicken Mac 2007, which was a simple report that showed an expense statement for the month compared to the year so I could generally see how things are doing.  This comparison report is either calculated incorrectly, or was designed for some other reason, although I can't fathom what that would be.

    Another "feature" or "bug" that I discovered is that when you click on any of the values in the report to get a drill down, it actually doesn't show the same data as the report itself. At least in the Year (right) column, when you click on any value it will actually show all transactions for the year in that category, and yet the report will only show the subtracted amount as described above.

    So it is still very difficult to get at the simple Month vs. Year income statement that I am trying to see, unless there's some other way to do this.  I would love to hear from Quicken about this.

    Second Follow Up: One final note and then I'm done for the day on this. The error (or feature!) seems to only exist when the two date ranges overlap, or when one date range is a subset of the other.  I have another comparison report showing last year to this year and the problems don't show up. Which makes me think this is a bug that Quicken needs to iron out.
  • Unknown
    Unknown Member
    edited March 2018
    Is there an email address to send inquiries on security issues/vulnerabilities for Quicken Deluxe 2018 for Mac?
  • Craig in ER
    Craig in ER Quicken Mac Subscription Member ✭✭✭
    edited March 2018
    Since Quicken Deluxe for Mac 5.5.4 upgrade "Share Balance" column for individual securities is no longer calculating and displaying.  Here are the details.  I have an investment account that holds individual stocks.  I have the "Shares" column and the "Share Balance" columns displayed in the "Transaction" register view.  When a security is bought or sold the "Shares" column shows the number of shares purchased or sold.  The "Share Balance" column shows the new amount of total shares of that security I now own.  This has worked just fine until I upgraded to 5.5.4.  Since the upgrade the "Share Balance" column is blank.  The "Share Balance" data does display for all transactions that occurred BEFORE I upgraded to 5.5.4.  All transactions I download after the upgrade no longer calculate and display data in this column.  Is this a bug?  Is it a new feature?  Did I miss something in the upgrade release notes?  Anyone else seeing this issue?  I sure would like to get this data back!
    BTW a couple of my accounts (all at the same institution) show the current "Share Balance" in the column but most do not.
  • Concordman
    Concordman Quicken Mac Subscription Mac Beta Beta
    edited March 2018
    Craig in ER said:

    Since Quicken Deluxe for Mac 5.5.4 upgrade "Share Balance" column for individual securities is no longer calculating and displaying.  Here are the details.  I have an investment account that holds individual stocks.  I have the "Shares" column and the "Share Balance" columns displayed in the "Transaction" register view.  When a security is bought or sold the "Shares" column shows the number of shares purchased or sold.  The "Share Balance" column shows the new amount of total shares of that security I now own.  This has worked just fine until I upgraded to 5.5.4.  Since the upgrade the "Share Balance" column is blank.  The "Share Balance" data does display for all transactions that occurred BEFORE I upgraded to 5.5.4.  All transactions I download after the upgrade no longer calculate and display data in this column.  Is this a bug?  Is it a new feature?  Did I miss something in the upgrade release notes?  Anyone else seeing this issue?  I sure would like to get this data back!
    BTW a couple of my accounts (all at the same institution) show the current "Share Balance" in the column but most do not.

    Can we assume you have the share balance column selected so it shows in the register?
  • s2kdriver
    s2kdriver Member ✭✭
    edited March 2018
    Craig in ER said:

    Since Quicken Deluxe for Mac 5.5.4 upgrade "Share Balance" column for individual securities is no longer calculating and displaying.  Here are the details.  I have an investment account that holds individual stocks.  I have the "Shares" column and the "Share Balance" columns displayed in the "Transaction" register view.  When a security is bought or sold the "Shares" column shows the number of shares purchased or sold.  The "Share Balance" column shows the new amount of total shares of that security I now own.  This has worked just fine until I upgraded to 5.5.4.  Since the upgrade the "Share Balance" column is blank.  The "Share Balance" data does display for all transactions that occurred BEFORE I upgraded to 5.5.4.  All transactions I download after the upgrade no longer calculate and display data in this column.  Is this a bug?  Is it a new feature?  Did I miss something in the upgrade release notes?  Anyone else seeing this issue?  I sure would like to get this data back!
    BTW a couple of my accounts (all at the same institution) show the current "Share Balance" in the column but most do not.

    Starting with QM 5.5.3 there was an issue with the portfolio view not updating for some people (myself included) after a web connect import of new investment transactions (buys, sells, etc) on existing securities.  A side effect of this was that the share balance column (in the register) was blank for those new transactions.  A work-around was to manually "touch" the new transactions (once for each different security) by altering the price slightly or even the security name, then returning it to the original value.  QM would then recognize the new transactions and update the portfolio view and the share balance column.  I had hoped that QM 5.5.4 fixed this bug, but I am not sure since I have not imported any new buys or sells since the update.  Does anyone know if QM 5.5.4 fixed this problem?  Perhaps Craig in ER is seeing this issue.  Criag in ER - is your portfolio view being updated with a new share balance, or is it incorrect as well?
  • john2018
    john2018 Member ✭✭✭
    edited March 2018
    Stock transactions are not getting posted to the portfolio.  The portfolio market value is off by the same amount.

    I bought 2 new stocks and a mutual fund in 2 different accounts on 3/6, both @ Fidelity.    The buys show up in transactions, but not in the portfolio.   The workaround of adding a 0 $ buy of the same stock and then erasing the temporary manual transaction entry and the automatic shadow entry at the bottom of the register still corrects the problem. 

    Version 5.5.4 (Build 55.21598.100)  on macOS 10.13.3
  • Craig in ER
    Craig in ER Quicken Mac Subscription Member ✭✭✭
    edited March 2018
    Craig in ER said:

    Since Quicken Deluxe for Mac 5.5.4 upgrade "Share Balance" column for individual securities is no longer calculating and displaying.  Here are the details.  I have an investment account that holds individual stocks.  I have the "Shares" column and the "Share Balance" columns displayed in the "Transaction" register view.  When a security is bought or sold the "Shares" column shows the number of shares purchased or sold.  The "Share Balance" column shows the new amount of total shares of that security I now own.  This has worked just fine until I upgraded to 5.5.4.  Since the upgrade the "Share Balance" column is blank.  The "Share Balance" data does display for all transactions that occurred BEFORE I upgraded to 5.5.4.  All transactions I download after the upgrade no longer calculate and display data in this column.  Is this a bug?  Is it a new feature?  Did I miss something in the upgrade release notes?  Anyone else seeing this issue?  I sure would like to get this data back!
    BTW a couple of my accounts (all at the same institution) show the current "Share Balance" in the column but most do not.

    RickO - Yes I am referring to the Sell and Buy transactions only.  The Share column shows the shares bought/sold but the Share Balance column shows no data - it used to show the new share balance after the transaction.

    Concordman - Yes, the Share Balance is selected in the register.

    s2kdriver -  I think this is the same bug as was found in 5.5.3.  I was able to get the Share Balance amount to display using this method - I don't know if future downloads will work correctly.
    With the Account selected and the transaction register open I went to Menu Accounts and selected Item Settings.  In the Settings window I selected Troubleshooting tab.  There I set the "Download transactions starting" to the date where the Share Balance data was not being displayed.  I then clicked the "Save" button.  After a few seconds the share balance column populated with the data.  And, the number of shares in the share balance column matched the number in the Portfolio view share total AND matched the total shares listed in my brokerage account.  So, the data is correct.  However, not all of the Share Balance transactions were fixed.  There are some securities where the Share Balance is still missing in the Transaction Register.  I would say about 90% were fixed.
    I used this same method for my other accounts and the Share Balance column populated with correct data.  I have not done any downloads of new transactions recently so I don't know if the same problem will occur again of if I fixed corrupt data.  I will let you know.
  • Craig in ER
    Craig in ER Quicken Mac Subscription Member ✭✭✭
    edited March 2018
    john2018 said:

    Stock transactions are not getting posted to the portfolio.  The portfolio market value is off by the same amount.

    I bought 2 new stocks and a mutual fund in 2 different accounts on 3/6, both @ Fidelity.    The buys show up in transactions, but not in the portfolio.   The workaround of adding a 0 $ buy of the same stock and then erasing the temporary manual transaction entry and the automatic shadow entry at the bottom of the register still corrects the problem. 

    Version 5.5.4 (Build 55.21598.100)  on macOS 10.13.3

    john2018 - I also download from Fidelity.  I don't know if the Share Balance issue I reported is a bug in Quicken 5.5.4, a Fidelity download problem, a download problem in general (other brokerages as well) or both.  Let's hear what others report.
  • john2018
    john2018 Member ✭✭✭
    edited March 2018
    DId a sell early this AM.   As late as 4:00 Mountain Time, it doesn't show up in the downloads - neither the transaction or portfolio view.   This used to update almost immediately.

    If I pull 5.5.3 out of my backup drive,  can I use it without damaging the new data file?

    Version 5.5.4 (Build 55.21598.100)  on macOS 10.13.3
  • john2018
    john2018 Member ✭✭✭
    edited March 2018
    john2018 said:

    Stock transactions are not getting posted to the portfolio.  The portfolio market value is off by the same amount.

    I bought 2 new stocks and a mutual fund in 2 different accounts on 3/6, both @ Fidelity.    The buys show up in transactions, but not in the portfolio.   The workaround of adding a 0 $ buy of the same stock and then erasing the temporary manual transaction entry and the automatic shadow entry at the bottom of the register still corrects the problem. 

    Version 5.5.4 (Build 55.21598.100)  on macOS 10.13.3

    DId a sell yesterday in a Fidelity account.  The sale shows up in transactions view.  the shares out is populated, but the share balance column is blank for this transaction.    The portfolio view does not have the correct toal, it shows the total before the sale.  Probably the same issue with something not updating a slot in the database that both areas pull the numbers from.  
    Putting in a dummy but updates the sale from yesterday in both places, but the dummy Share Balance remains blank.  
  • Craig in ER
    Craig in ER Quicken Mac Subscription Member ✭✭✭
    edited March 2018
    Craig in ER said:

    Since Quicken Deluxe for Mac 5.5.4 upgrade "Share Balance" column for individual securities is no longer calculating and displaying.  Here are the details.  I have an investment account that holds individual stocks.  I have the "Shares" column and the "Share Balance" columns displayed in the "Transaction" register view.  When a security is bought or sold the "Shares" column shows the number of shares purchased or sold.  The "Share Balance" column shows the new amount of total shares of that security I now own.  This has worked just fine until I upgraded to 5.5.4.  Since the upgrade the "Share Balance" column is blank.  The "Share Balance" data does display for all transactions that occurred BEFORE I upgraded to 5.5.4.  All transactions I download after the upgrade no longer calculate and display data in this column.  Is this a bug?  Is it a new feature?  Did I miss something in the upgrade release notes?  Anyone else seeing this issue?  I sure would like to get this data back!
    BTW a couple of my accounts (all at the same institution) show the current "Share Balance" in the column but most do not.

    I just downloaded new transactions from my brokerage and the Share Balance column data did NOT update as I experienced previously.  There is definitely a bug in version 5.5.4!  I did what was suggested by others and entered a dummy buy/sell transaction of $0 for securities where the share balance did not update and as soon as I hit the enter key the share balance correctly populated in the Share Balance column for that security.  This bug needs to be fixed.  I hope it is done in 5.5.5.
    BTW I use Direct Connect for these accounts as Quicken Connect is not available.
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