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

Snoopy FC

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.

Aiming for the same base set of reports from QM2007 would be great.  I like the customization options we have in QM2018, but the value of basic reports cannot be underestimated.  

CR Greenberg

I am relatively new to Quicken and am grateful to find this resource. I have started to download my accounts straight from my banking institutions, but now I'd like to do so manually each month. I'd like to just download a document from the bank into Quicken. (more because I'm cheap and don't want to pay the Bank fees for connecting to an outside source like Quicken) I'm concerned, will I get over lapping or gaps in the information, any advice?

Richard160

Reconciled item appearing in current month after doing an on-line bank connect. For the past couple of months I will randomly have a reconciled item appear next to an unreconciled item in my account.
The last time this happened I had to search all the previous months to find where the reconciled came from and re-enter the date. This time I'm having trouble finding the original date. My account appears to be correctly balanced with the item included, so I need to find to original date that the reconciled items come from. Any idea what is causing this and how to find the original date stamp?