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

Craig in ER

Jim said:

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

Question for the Quicken Team or any others:  would be helpful to submit the information reported in Console while Quicken is hung and taking a long time to launch?  I noticed there were a lot of Unix exception errors reported during launch.

smayer97

Jim said:

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

Actually, have you tried deleting the Application Support folder for Quicken? This is a hidden folder in the System folder. I seem to recall that helped a user, though I cannot recall if it was a related problem. There is no harm in deleting it as it will get re-created (but quit Quicken first). YMMV.

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

John Morrow

John Morrow said:

Report > Export > Copy to clipboard, cents are cutoff when pasting in Excel and currency is Euro.

Excerpt from the report:


Excerpt from Excel for the same transactions (after copy & paste):

@marcus, it does definitely happen here (I just tried again). Try setting:
    macOS > Preferences > Language & Region > Region
to "France". You probably need to log out and restart Excel.

Snoopy FC

Snoopy FC said:

Under the Investing:Retirement (or education or brokerage) headings on the left sidebar, I've noticed that the graphs for these aggregated selections only show true historical graphs if all the subordinate accounts are shown (unhidden) in the sidebar at left.  Any subordinate accounts that are hidden are not reflected in the aggregate graph.  Notice the screenshot here with all subordinate accounts unhidden: 

Now, notice the screenshot with a single subordinate account hidden:

If you're not aware of this issue in reviewing your account history, the graphical presentation can be misleading.  Is there a way to allow hiding of the closed accounts and still allowing their data to be incorporated into these graphs?  If not can it be added?  

Seems like this is an option that could be added to the account selection screen here as a column: 
to the right of reports.....

s2kdriver... Thanks for the reminder on those dropdown lists.  Unfortunately, when I hide the old investment accounts, the program removes that account information from the graph.  The principal issue is with hiding accounts.  Hiding things generally cuts them out from presentation in the graphs whatsoever.  

smayer97

Jim said:

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

Thanks for catching that...    :-\

John Morrow

John Morrow said:

Reports > New Report, a search bar to filter transactions would be most useful.

Yes exactly, @RickO, that's what I meant.

John Morrow

Register > Category + Transfer, it is impossible to change the category to Uncategorized when there is also a transfer.

1. create a transfer:


2. change the category to Uncategorized:


3. press Enter, the category will change back to the transfer (whether Prefs > General > Transfer is selected or not):


4. there is no such issue if the category is something other than Uncategorized:


I don't believe there should be such a limitation.

Unknown

Jim said:

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

Thanks for all the suggestions I will give them a try.
One question though, if I do as suggested will I have to reconnect to all of my downloading accounts?

John Morrow

John Morrow said:

Register > Category + Transfer, it is impossible to change the category to Uncategorized when there is also a transfer.

1. create a transfer:


2. change the category to Uncategorized:


3. press Enter, the category will change back to the transfer (whether Prefs > General > Transfer is selected or not):


4. there is no such issue if the category is something other than Uncategorized:


I don't believe there should be such a limitation.

In the event of a doubt, I think we have to go back to the core concepts. Either Uncategorized is a category, or it is an account. It does not appear in the list of accounts, so it is not an account. It does appear in the list of categories, so it is a category. When the option:

    Prefs > General > Allow creation of linked transfers using the category field

is off, the category name should be displayed always; at least, that's my understanding of this option. Since Uncategorized is a category, it should be displayed when there is no other category assigned, in my opinion.

s2kdriver

John Morrow said:

Register > Category + Transfer, it is impossible to change the category to Uncategorized when there is also a transfer.

1. create a transfer:


2. change the category to Uncategorized:


3. press Enter, the category will change back to the transfer (whether Prefs > General > Transfer is selected or not):


4. there is no such issue if the category is something other than Uncategorized:


I don't believe there should be such a limitation.

Transfers have another special characteristic.  The "Transfer" category, as well as linked transfers of any category, are excluded from the top-level Net Income chart (both transaction count and $ sum).  In addition, transactions using the "Transfer" category are not present in the Spending and Income views. This is correct from my perspective as transfers of all kinds should be neutral across accounts, even if unlinked.  The only improvement I would like to see is that linked transfers (of other categories) be properly handled in the Income and Spending views. There are some inconsistencies in this today, and as Marcus as pointed out before, likely caused by old logic from Quicken Essentials that does not take category analysis into account for the Spending and Income views - only debits and credits.  Hopefully this can be improved in future updates to QM.

Unknown

Jim said:

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

Ok, many thanks for the help.

s2kdriver

Hi Marcus - Has the QM team been able to look at the issue of Remove Shares transactions and their unintended impact on Performance Measurements (ROI, IRR) and Realized Gains calculations?  Remove Shares transactions seem to generate a false realized capital loss on the account with negative downstream effects: a) an incorrect realized gains view & report, and b) an incorrect ROI/IRR view.  Remove Shares/Add Shares transactions are useful can be used for several things: Share Exchanges within an account, Share Transfers from account to account or to/from another institution, etc.  Even with a single Remove Shares transaction in the account, the impact is permanent on Gains and ROI/IRR calculations.  Can this be looked at for an upcoming release?

slhcrnp

Thanks to all at Quicken for all of the hard work. 

John Morrow

John Morrow said:

Register > Category + Transfer, it is impossible to change the category to Uncategorized when there is also a transfer.

1. create a transfer:


2. change the category to Uncategorized:


3. press Enter, the category will change back to the transfer (whether Prefs > General > Transfer is selected or not):


4. there is no such issue if the category is something other than Uncategorized:


I don't believe there should be such a limitation.

@RickO, @s2kdriver, whilst I understand your point, I think this is implementation dependent. You could still achieve the same effect of excluding transfers from net income charts by looking at the Transfer field. If it's not empty, then you would exclude the transaction from the report. This is equivalent to looking at the Category field and excluding or including it depending of whether the Category is "Transfer" or not.

John Morrow

I have just come across the following bug and it has resulted in transactions being entered into the wrong register.

Steps to reproduce:

1. Fire up Quicken
2. "Euros" account is/seems selected on startup (the account name in the sidebar is highlighted in blue)
3. Enter a few transactions. They end up in the wrong account, because if you look at the account name (the one displayed in large font above the transactions), it's "CCP" and not "Euros" in this example.
4. Reselecting "Euros" by clicking in the blue background does not change the account to "Euros" but remains "CCP". So it looks like one part of QM really thinks it is in the "Euros" register.

How can this possibly happen? I never look at the account name in large font and always at the side bar to know if I am in the correct account, so this is quite a serious bug for me.


(some account names and amounts have been intentionally removed from the screenshot)

jacobs

John Morrow said:

I have just come across the following bug and it has resulted in transactions being entered into the wrong register.

Steps to reproduce:

1. Fire up Quicken
2. "Euros" account is/seems selected on startup (the account name in the sidebar is highlighted in blue)
3. Enter a few transactions. They end up in the wrong account, because if you look at the account name (the one displayed in large font above the transactions), it's "CCP" and not "Euros" in this example.
4. Reselecting "Euros" by clicking in the blue background does not change the account to "Euros" but remains "CCP". So it looks like one part of QM really thinks it is in the "Euros" register.

How can this possibly happen? I never look at the account name in large font and always at the side bar to know if I am in the correct account, so this is quite a serious bug for me.


(some account names and amounts have been intentionally removed from the screenshot)

I never look at the account name in large font and always at the side bar to know if I am in the correct account

To paraphrase Steve Jobs: "You're looking at it wrong."  

Now, seriously, while I agree the highlighted account on the left is a bug that needs to get fixed, this seems to have the easiest workaround ever: don't look at the account name on the left; look at the account name on the main window. Problem solved. (Again, I'm not excusing the bug; only pointing out that it's super-easy to avoid entering transactions in the wrong account just by looking at the name at the top of the register.)

Dave Ings

I am looking into converting from Quicken Windows. I have US and Canadian credit cards, and on Windows reports can mixed US and CDN dollar transactions. On Mac, I don't seem to be able to create a spending report comprising multiple currencies. There is only a "Switch Currency..." button which toggles between US and CDN dollars.

Is this a bug or a missing feature? I've searched the support forums and can't tell. Thanks.

Quicken_Tyka

Dave Ings said:

I am looking into converting from Quicken Windows. I have US and Canadian credit cards, and on Windows reports can mixed US and CDN dollar transactions. On Mac, I don't seem to be able to create a spending report comprising multiple currencies. There is only a "Switch Currency..." button which toggles between US and CDN dollars.

Is this a bug or a missing feature? I've searched the support forums and can't tell. Thanks.

Hey Dave,

Unfortunately the Mac doesn't support multi-currency conversion at this time, I would review and add your vote to this idea thread https://getsatisfaction.com/quickencommunity/topics/add-true-multi-currency-conversion-support-in-qu....

-Quicken Tyka

Dave Ings

Dave Ings said:

I am looking into converting from Quicken Windows. I have US and Canadian credit cards, and on Windows reports can mixed US and CDN dollar transactions. On Mac, I don't seem to be able to create a spending report comprising multiple currencies. There is only a "Switch Currency..." button which toggles between US and CDN dollars.

Is this a bug or a missing feature? I've searched the support forums and can't tell. Thanks.

Thanks for the speedy reply! I'll go add my vote. Without this feature, which I've relied on for years, I will have to continue to run Quicken in a Windows VM on a Mac.

cneal

Installed 5.5.7 and found a slight problem.

Since one of  credit cards does not allow Direct Connect I update with Web Connect. When I updated this morrning everything went correctly except the available crefit in the upper right did not change and the transaction balance in the left pane did not update. I had to close Quicken and reopen for the new balance to be shown.

Unknown

Snoopy FC said:

Using version 5.5.5 and I'm still wishing that All Transactions would truly allow searching through "all transactions" including those in hidden accounts.  It would allow for faster searching for older information that I need to access occasionally.  

Quicken (5.5.7) now stops responding while downloading transactions from Financial Institutions online. Even happens if I just try to update one institution regardless of which one.

Unknown

This reply was created from a merged topic originally titled Merging to v5.5.


I am noticing a 'beach ball' cursor on Mac more with this most recent release.  If I change just about any view, I get a beachball.  Running latest Version on a MacBook Pro running latest OS with 16gb of memory.

Not sure where performance is in the priorities, but it seems like the program should not have as many lags as it appears to have on Mac, particularly having come from the Windows world last fall where the program was definitely more responsive to screen changes or other selections.

Note: This conversation was created from a reply on: Quicken for Mac 2018 v5.4.x Released.

Quicken Harold

Neil Clemmons said:

This reply was created from a merged topic originally titled Merging to v5.5.


I am noticing a 'beach ball' cursor on Mac more with this most recent release.  If I change just about any view, I get a beachball.  Running latest Version on a MacBook Pro running latest OS with 16gb of memory.

Not sure where performance is in the priorities, but it seems like the program should not have as many lags as it appears to have on Mac, particularly having come from the Windows world last fall where the program was definitely more responsive to screen changes or other selections.

Note: This conversation was created from a reply on: Quicken for Mac 2018 v5.4.x Released.

Merge to 5.5


Please reference the new conversation here: v5.5 Merge

Unknown

John Morrow said:

A couple of issues with loans :

• Changing the date of the Loan Opening Balance transaction duplicates the transaction (they have different amounts though).  This is very confusing. This should either not be possible, or simply change the date and not create a new transaction.
• When you edit the LOB to make it a transfer, go to the other side of the transfer and change the date of the other side, the link between the LOB and the other side suddenly breaks. I.e. the LOB no longer shows as a transfer. (But the other side still does - weird !) Again, this should either not be possible or work as expected.

Elijah Capitals and Mortgages Limited® has very helpful staff who have helped me out of a financial crisis. They take the time to carefully explain the procedures in obtaining the loan and go through solutions to resolve any financial issues you might have. Special mention to the stall namely Ms Tracy and Mr Steven who i think are very meticulous in their work and deserve special mention. Kudos and keep up the good work. People might come in with worries and problems but trying them out definitely helped solve my problems. I hope others will be able to experience what i had, and you can reach them at elijahcapitals@ g m a i l . c o m

Snoopy FC

When is 5.6 coming?  Looking forward to the next set of improvements.....

jacobs

Snoopy FC said:

When is 5.6 coming?  Looking forward to the next set of improvements.....

Quicken never pre-announces future releases, nor provides a schedule for releases. Typically, the release date depends on how testing proceeds following a period of development work — how many bugs surface, how long it takes to hunt them down and fix them, whether they decide they need additional rounds of beta testing, etc.

brucel

While I am a huge fan of the Mac Quicken Team, after having just lived through my first tax filing season since switching from Q2007 to Q2018, I'm hoping that the next release is taking longer so they can tackle reporting.  It was painful to have all my tax-related data meticulously entered into Quicken and absolutely no way to report on it to make tax filing easier!  For example, as is common with many, I have to annualize my income and expenses and literally had to build spreadsheets using transactions I downloaded from various investment institutions.  For expenses, I exported the raw purchase transactions and the rolled them up into the IRS annualized periods 3/31, 5/31, 9/30 and 12/31.  These are basic things that Quicken should be able to do in its sleep.  Bravo to the Mac team for all they have done so far but I now have to admit that Reporting is indeed a fundamental product gap that undermines the most basic value proposition and utility of Quicken.

RCinNJ

brucel said:

While I am a huge fan of the Mac Quicken Team, after having just lived through my first tax filing season since switching from Q2007 to Q2018, I'm hoping that the next release is taking longer so they can tackle reporting.  It was painful to have all my tax-related data meticulously entered into Quicken and absolutely no way to report on it to make tax filing easier!  For example, as is common with many, I have to annualize my income and expenses and literally had to build spreadsheets using transactions I downloaded from various investment institutions.  For expenses, I exported the raw purchase transactions and the rolled them up into the IRS annualized periods 3/31, 5/31, 9/30 and 12/31.  These are basic things that Quicken should be able to do in its sleep.  Bravo to the Mac team for all they have done so far but I now have to admit that Reporting is indeed a fundamental product gap that undermines the most basic value proposition and utility of Quicken.

brucel, AGREED! This is my #1 frustration with Quicken for Mac 2018 vs. 2007. The reports used to be so much more useful at tax time.

Quicken Marcus

brucel said:

While I am a huge fan of the Mac Quicken Team, after having just lived through my first tax filing season since switching from Q2007 to Q2018, I'm hoping that the next release is taking longer so they can tackle reporting.  It was painful to have all my tax-related data meticulously entered into Quicken and absolutely no way to report on it to make tax filing easier!  For example, as is common with many, I have to annualize my income and expenses and literally had to build spreadsheets using transactions I downloaded from various investment institutions.  For expenses, I exported the raw purchase transactions and the rolled them up into the IRS annualized periods 3/31, 5/31, 9/30 and 12/31.  These are basic things that Quicken should be able to do in its sleep.  Bravo to the Mac team for all they have done so far but I now have to admit that Reporting is indeed a fundamental product gap that undermines the most basic value proposition and utility of Quicken.

Please help me better understand what we need to do.  It sounds like the Tax Schedule Report didn't meet your needs. Can you tell me what would it was missing that prevented you from using it?

RCinNJ

brucel said:

While I am a huge fan of the Mac Quicken Team, after having just lived through my first tax filing season since switching from Q2007 to Q2018, I'm hoping that the next release is taking longer so they can tackle reporting.  It was painful to have all my tax-related data meticulously entered into Quicken and absolutely no way to report on it to make tax filing easier!  For example, as is common with many, I have to annualize my income and expenses and literally had to build spreadsheets using transactions I downloaded from various investment institutions.  For expenses, I exported the raw purchase transactions and the rolled them up into the IRS annualized periods 3/31, 5/31, 9/30 and 12/31.  These are basic things that Quicken should be able to do in its sleep.  Bravo to the Mac team for all they have done so far but I now have to admit that Reporting is indeed a fundamental product gap that undermines the most basic value proposition and utility of Quicken.

Hi Marcus,

Thanks for asking. If you want I could send you pdfs of some of my reports from Quicken 2007. They are much easier to get information from, they print beautifully and I ran mine with no, or almost no, customization. I believe that is what users are looking for. There were also other useful (to me) preset reports. For example, Balance Sheet, Cash Flow Report, and Income Statement. My last reports are for tax year 2015. When I switched after the tax year to QM2015 I never thought I would be waiting this long for similar functionality. QM2018 is getting there, please get it over the goal line!!

I hope brucel will chime in since he switched more recently and may also know more about accounting than I do.

Best,