Quicken for Mac 2018 v5.6.x Released

Quicken Marcus

We’re excited to be releasing Quicken for Mac 2018 v5.6 today.  We continue working on refining the features we have instead of adding new features.  There are 4 main areas of improvement 1) Performance, 2) Reports, 3) Investments 4) Bills & Income and some general fixes.  If you find issues in this release, please post the issue as a new comment in this forum post.  We'll be actively monitoring this post for issues.
 
Performance
We’ve been focused on performance improvements throughout the product.  

First, we looked at launch times.  Quicken would take a while to launch if you had a file with lots of historical investment data.  You should see an improvement from 30% to 50%.  As part of this, we will also start to just download quotes for the securities you hold and not every security you’ve ever held.  

Second, we looked at investments.  Again, if you have a lot of investment data, loading investments would take a long time as Quicken tried to create the chart.  Most will see some improvement here but it’s still not where we would like it to be but it should be faster in loading and in switching to other portfolio views. If investments continue to be slow for you, we recommend hiding the chart by dragging up from the bottom of the chart to hide it.
 
Reports
One of the major changes we did was to make a seemingly subtle change in the Customize Report dialog to have 2 basic options for Account, Category, Tag and Payee items.  In 5.6, you will choose to include any account, category, tag or payee or to only include the ones you select.  Before it was tough to know whether you were including all transactions under a specific area or just the selected ones if all of them were selected. We also made other improvements in reports like displaying the data range and filter settings in the new reports. Also, foreign characters and emoji should export properly now which was an issue someone brought up here in the 5.5.x forum post.
 
Investments
In investments, the portfolio view can now be printed and exported.  This was a big request here in the forums.  If you decide to print, consider using scaling to fit everything on a page or use Excel to get it looking exactly like you want to print it. You can now expand and collapse all securities in the portfolio view and all of this is remembered between different sessions.  The number of shares can display more than 3 decimal places and the Y-Axis always starts at zero. This was a request from our CEO.

Bills & Income
We also continue to improve the Bills & Income view.  First off, you can now search for an eBill vs picking a payee first.  This should simplify the process.  You can add a payee from the Payee view and we made it easier to add Payees to the Bills & Income view by adding a column to the Payee List window.
 
General Fixes
Finally, we improved the way transaction downloads work.  Previously, Direct Connect accounts would block you from doing anything else while they were downloading transactions.  Now, this happens in the background.

Updates
5/9 - Starting the rollout of 5.6.
5/9 - As we always do, stopped the rollout for tonight so we can assess how things are going in the morning and wait for the Care team to be available.  Please post any issues you run into as a comment to this forum post.
5/18 - We're releasing 5.6.1 as a staged release.  Here are the release notes:

• FIXED - Fixed a report customization issue where all payees including hidden payees would appear in a report if no payees were selected. In 5.6, this setting was converted to use the new Any Payee feature, but it inadvertently excluded hidden payees. We're fixing this in 5.6.1 so that hidden payees will be included by default. Please review the Include hidden payees checkbox to see if it is set properly for your reports. A big thanks to Najmi for their help in figuring out this issue. 
• FIXED - Fixed a similar report customization issue for Accounts. Previously, if all accounts were selected then all accounts including hidden accounts were included. In 5.6, this setting was converted to use the new Any Account feature, but it did not include hidden accounts which meant the same report would have different results. In 5.6.1 when these reports are converted, they will include hidden accounts by default. Please review the Include accounts hidden in reports checkbox to see if it is set properly for your reports.
• FIXED - In 5.5, we mistakenly allowed one to assign a Quicken-reserved investment category to a transaction which shouldn't have been possible. In 5.6.x, these categories were hidden so they could no longer be selected but this also meant that any transaction that used one of these special categories became Uncategorized. In 5.6.1, we're improving this behavior so that if one of these categories was used, we'll automatically create a new, user-defined category with the same name, but these will now be under a new parent category called Investments (Custom). If the transaction was used in an investment account, we'll first try to convert it to use the corresponding "Action" such as Buy or Sell, etc.
• FIXED - Fixed a crash that could occur when clicking through menus while other windows were open such as the Account Status window.
• FIXED - Fixed a crash that could happen when customizing report settings.
• CHANGED - In 5.6, we changed the Y-Axis in the portfolio view chart to start at 0 to be more accurate to the actual account market fluctuations. However, a number of customers stated they liked the old design better because it was easy to see the changes in the account. We decided to go back to the previous design for now until we can make this a user-defined option in a future release.

5/21 - 5.6.1 is available for everyone.  We don't anticipate rolling this back.
5/31 - I'm closing this thread down.  If you are seeing issues in 5.6.x, please now go to our 5.6.2 forum post.  https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-2018-v5-6-2-released.

Unknown

Investments - y-axis starting at zero. I do not like it. Put it back the way it was or include an option for zero or lowest value.

Quicken Marcus

Mike said:

Investments - y-axis starting at zero. I do not like it. Put it back the way it was or include an option for zero or lowest value.

Thanks for the feedback.

Quicken Marcus

RickO said:

The report customization dialog has been simplified to have 2 basic settings: 1) Include any account, category, tag, or payee or 2) Include only selected accounts, categories, tags or payees. Previously it was not obvious what would happen if all accounts, categories, tags, or payees were selected.

This is a vast improvement. However, we still need in the Tags section a *No Tag* item in the list. As it is, there is no way to filter for transactions that have either one specific tag OR are untagged.If I understand your question correctly I think we did add the "no tag" feature.  Basically, pick "Include Only" and then don't select any tags and all the transactions that don't have tags will appear.  This also works for Payees. 

Quicken Marcus

RickO said:

 The portfolio view can now be printed, exported to a CSV file, or copied and pasted into a spreadsheet.

This is a huge improvement. However, I think it would be better if the printed/exported data reflected the expanded/collapsed state of the securities (rather than always expanded, even if screen state is collapsed).Interesting. We'll consider that.

Quicken Marcus

RickO said:

The number of shares column will now display more than 3 decimal places

I'm not seeing more than 3 decimal places. Will this display only for future fractional shares of more than 3 decimal places?The way this should work is that we'll display up to 6 decimal places of a share amount but it will match whatever is entered.  If you have 6 decimal places then it should show 6 decimal places.  If you only have 1 decimal place it will only show 1.  We don't display trailing zeros.

Quicken Marcus

RickO said:

Improved transaction downloads. Previously, downloading from Direct Connectaccounts would block you from doing anything else. Now Direct Connect works likeQuicken Connect accounts in that you can continue to use Quicken while downloading is happening in the background.

When updating Fidelity Investments (Direct Connect, 7 accounts), I get a spinning beach ball until the update finishes if I try to click anywhere else. Other FIs with multiple accounts seem to work okay (eg. TIAA).When we write your transactions to the database, we block user interaction so this is why it's beach balling. My guess is that we're writing your transactions from other brokerages to the database while Fidelity is downloading or there's so much information coming down from Fidelity we needed to write to the database right away.  The length of the beach balling depends on how much data we're writing.  As part of our performance work, we discovered that writing updated quotes to the database performed poorly especially for those with lots of historical data. We thought we caught all of those places but this could be another instance of it.  Thanks for reporting it and let us know if it continues to be slow.

Quicken Marcus

RickO said:

Also in the register, we now always display the balance regardless of the column being sorted. When not sorted by Date or CLR, the balance column will have an italicized,dark gray color to let you know the balance won't match your statement.

PERFECT! Very glad you implemented the shading when not sorted by date. Thanks Marcus!I think a number of people in our beta suggested that they liked that the balance wasn't there because it was a sign that they weren't sorted by date. I felt strongly we shouldn't hide the balance because of all the customer's who called Care about their balance missing but it made a lot of sense to me that there still needed to be a way to know if the sort order was different than date. It's subtle but I hope it's enough of an alert.

Alexander Bray

RickO said:

And here are the detailed release notes:

Improved application performance

In 5.6, we focused on improving app performance. Customers with years and years of investment transactions were the most impacted so we zeroed our efforts around investments, but everyone should benefit.

• NEW Drastically improved launch times for customers with lots of investment history. A lot of the slowness was downloading and storing quotes which has been significantly optimized.
• NEW As part of this performance improvement, Quicken will now only download quotes for held securities, ignoring securities that are no longer owned. In the Securities list, we added a column, so you can see which securities are held. If you want to manage this yourself, you can turn this feature off and then a new column appears, so you can select which securities to update.
• NEW Switching to the investment view is significantly faster but drawing the chart can still take some time. By the way, you can hide the chart by dragging up on the bar between the chart and the portfolio table which also improves the overall performance of these views.
• NEW Switching from the Portfolio Value view to Performance view is a lot faster now.
• NEW Switching between different Groups in the Portfolio View now immediately update.

Improved report usability and functionality

• NEW The Comparison, Summary and Transaction reports created from New Report now display date range and customization settings in the upper right corner. This information also appears in printed and exported reports.
• NEW The report customization dialog has been simplified to have 2 basic settings: 1) Include any account, category, tag, or payee or 2) Include only selected accounts, categories, tags or payees. Previously it was not obvious what would happen if all accounts, categories, tags, or payees were selected.
• NEW As part of refining this experience, column selection for transaction reports has been moved to the report toolbar.
• NEW The drill down report will now remember the columns chosen so that all future drill down reports will include the same columns.
• FIXED The Comparison, Summary and Transaction reports created from New Report will now export foreign and other special characters to the CSV file.

Continued refinement of investment portfolio view

• NEW The portfolio view can now be printed, exported to a CSV file, or copied and pasted into a spreadsheet.
• NEW The portfolio view now remembers which securities have been expanded and collapsed.
• NEW Added a way to expand all or collapse all securities. CTRL-click, or right-click, the portfolio view header to get to see these options.
• NEW Securities without a cost basis will now display an Add Cost Basis button that will bring up the dialog to cost basis information.
• NEW The number of shares column will now display more than 3 decimal places.
• NEW The Y-Axis now always starts at zero.

Better eBill support in Bills & Income

• NEW Changed the way track flow works. First, Quicken asks whether you want to add an eBill or manual bill. Second, if creating an eBill, Quicken will allow you to enter any name to search for an eBiller vs forcing you to pick an existing payee. You'll link the eBill to the payee later in the process.
• NEW Added an Add Payee option to the Payee screen.
• NEW Added a column to the Payees list window to more easily select which payees should appear in the Bills & Income screen.

General improvements across the product

• NEW Improved transaction downloads. Previously, downloading from Direct Connect accounts would block you from doing anything else. Now Direct Connect works like Quicken Connect accounts in that you can continue to use Quicken while downloading is happening in the background.
• NEW In the register, the name of the column being sorted will display more boldly in order to make it more obvious which column is being used to sort the register.
• NEW Also in the register, we now always display the balance regardless of the column being sorted. When not sorted by Date or CLR, the balance column will have an italicized, dark gray color to let you know the balance won't match your statement.
• NEW Updated the Column menu in the register to allow you to more easily hide and show columns. We also added a Reset to Default menu item to get back to the default for the current account.
• FIXED Fixed a number of bugs and stability issues.

Decision to always start the y-axis at zero no longer provides the dynamic range to see the changes in portfolio value—almost all of my investments, even YTD plots show as nearly horizontal lines with very little daily movement.  Ideally the user should be able to choose the y-axis starting value (or if you go back to the dynamic plots, be able to set the scale to zero for a particular plot).  Having both views is instructive, but for daily monitoring a dynamic range scaled to the data works best.

Lysander Spooner

RickO said:

And here are the detailed release notes:

Improved application performance

In 5.6, we focused on improving app performance. Customers with years and years of investment transactions were the most impacted so we zeroed our efforts around investments, but everyone should benefit.

• NEW Drastically improved launch times for customers with lots of investment history. A lot of the slowness was downloading and storing quotes which has been significantly optimized.
• NEW As part of this performance improvement, Quicken will now only download quotes for held securities, ignoring securities that are no longer owned. In the Securities list, we added a column, so you can see which securities are held. If you want to manage this yourself, you can turn this feature off and then a new column appears, so you can select which securities to update.
• NEW Switching to the investment view is significantly faster but drawing the chart can still take some time. By the way, you can hide the chart by dragging up on the bar between the chart and the portfolio table which also improves the overall performance of these views.
• NEW Switching from the Portfolio Value view to Performance view is a lot faster now.
• NEW Switching between different Groups in the Portfolio View now immediately update.

Improved report usability and functionality

• NEW The Comparison, Summary and Transaction reports created from New Report now display date range and customization settings in the upper right corner. This information also appears in printed and exported reports.
• NEW The report customization dialog has been simplified to have 2 basic settings: 1) Include any account, category, tag, or payee or 2) Include only selected accounts, categories, tags or payees. Previously it was not obvious what would happen if all accounts, categories, tags, or payees were selected.
• NEW As part of refining this experience, column selection for transaction reports has been moved to the report toolbar.
• NEW The drill down report will now remember the columns chosen so that all future drill down reports will include the same columns.
• FIXED The Comparison, Summary and Transaction reports created from New Report will now export foreign and other special characters to the CSV file.

Continued refinement of investment portfolio view

• NEW The portfolio view can now be printed, exported to a CSV file, or copied and pasted into a spreadsheet.
• NEW The portfolio view now remembers which securities have been expanded and collapsed.
• NEW Added a way to expand all or collapse all securities. CTRL-click, or right-click, the portfolio view header to get to see these options.
• NEW Securities without a cost basis will now display an Add Cost Basis button that will bring up the dialog to cost basis information.
• NEW The number of shares column will now display more than 3 decimal places.
• NEW The Y-Axis now always starts at zero.

Better eBill support in Bills & Income

• NEW Changed the way track flow works. First, Quicken asks whether you want to add an eBill or manual bill. Second, if creating an eBill, Quicken will allow you to enter any name to search for an eBiller vs forcing you to pick an existing payee. You'll link the eBill to the payee later in the process.
• NEW Added an Add Payee option to the Payee screen.
• NEW Added a column to the Payees list window to more easily select which payees should appear in the Bills & Income screen.

General improvements across the product

• NEW Improved transaction downloads. Previously, downloading from Direct Connect accounts would block you from doing anything else. Now Direct Connect works like Quicken Connect accounts in that you can continue to use Quicken while downloading is happening in the background.
• NEW In the register, the name of the column being sorted will display more boldly in order to make it more obvious which column is being used to sort the register.
• NEW Also in the register, we now always display the balance regardless of the column being sorted. When not sorted by Date or CLR, the balance column will have an italicized, dark gray color to let you know the balance won't match your statement.
• NEW Updated the Column menu in the register to allow you to more easily hide and show columns. We also added a Reset to Default menu item to get back to the default for the current account.
• FIXED Fixed a number of bugs and stability issues.

I am on 5.5.7 and get no notification to update. Tried manual update from Quicken menu and it says I have the latest version. Why?

Jim18

The Y-Axis now always starts at zero is a terrible idea. It renders the graphics useless. Sorry!

RCinNJ

Jim said:

The Y-Axis now always starts at zero is a terrible idea. It renders the graphics useless. Sorry!

+1. Makes it useless. Sorry (too)!

jbajor

Jim said:

The Y-Axis now always starts at zero is a terrible idea. It renders the graphics useless. Sorry!

+1 +1 +1!!!!!!   Customer service on chat line didnt even know about this.  It is useless!  Please return to original or provide the option

Lysander Spooner

RickO said:

And here are the detailed release notes:

Improved application performance

In 5.6, we focused on improving app performance. Customers with years and years of investment transactions were the most impacted so we zeroed our efforts around investments, but everyone should benefit.

• NEW Drastically improved launch times for customers with lots of investment history. A lot of the slowness was downloading and storing quotes which has been significantly optimized.
• NEW As part of this performance improvement, Quicken will now only download quotes for held securities, ignoring securities that are no longer owned. In the Securities list, we added a column, so you can see which securities are held. If you want to manage this yourself, you can turn this feature off and then a new column appears, so you can select which securities to update.
• NEW Switching to the investment view is significantly faster but drawing the chart can still take some time. By the way, you can hide the chart by dragging up on the bar between the chart and the portfolio table which also improves the overall performance of these views.
• NEW Switching from the Portfolio Value view to Performance view is a lot faster now.
• NEW Switching between different Groups in the Portfolio View now immediately update.

Improved report usability and functionality

• NEW The Comparison, Summary and Transaction reports created from New Report now display date range and customization settings in the upper right corner. This information also appears in printed and exported reports.
• NEW The report customization dialog has been simplified to have 2 basic settings: 1) Include any account, category, tag, or payee or 2) Include only selected accounts, categories, tags or payees. Previously it was not obvious what would happen if all accounts, categories, tags, or payees were selected.
• NEW As part of refining this experience, column selection for transaction reports has been moved to the report toolbar.
• NEW The drill down report will now remember the columns chosen so that all future drill down reports will include the same columns.
• FIXED The Comparison, Summary and Transaction reports created from New Report will now export foreign and other special characters to the CSV file.

Continued refinement of investment portfolio view

• NEW The portfolio view can now be printed, exported to a CSV file, or copied and pasted into a spreadsheet.
• NEW The portfolio view now remembers which securities have been expanded and collapsed.
• NEW Added a way to expand all or collapse all securities. CTRL-click, or right-click, the portfolio view header to get to see these options.
• NEW Securities without a cost basis will now display an Add Cost Basis button that will bring up the dialog to cost basis information.
• NEW The number of shares column will now display more than 3 decimal places.
• NEW The Y-Axis now always starts at zero.

Better eBill support in Bills & Income

• NEW Changed the way track flow works. First, Quicken asks whether you want to add an eBill or manual bill. Second, if creating an eBill, Quicken will allow you to enter any name to search for an eBiller vs forcing you to pick an existing payee. You'll link the eBill to the payee later in the process.
• NEW Added an Add Payee option to the Payee screen.
• NEW Added a column to the Payees list window to more easily select which payees should appear in the Bills & Income screen.

General improvements across the product

• NEW Improved transaction downloads. Previously, downloading from Direct Connect accounts would block you from doing anything else. Now Direct Connect works like Quicken Connect accounts in that you can continue to use Quicken while downloading is happening in the background.
• NEW In the register, the name of the column being sorted will display more boldly in order to make it more obvious which column is being used to sort the register.
• NEW Also in the register, we now always display the balance regardless of the column being sorted. When not sorted by Date or CLR, the balance column will have an italicized, dark gray color to let you know the balance won't match your statement.
• NEW Updated the Column menu in the register to allow you to more easily hide and show columns. We also added a Reset to Default menu item to get back to the default for the current account.
• FIXED Fixed a number of bugs and stability issues.

Just got it - thanks...Really like the Direct Connect improvement. No longer locked out.

s2kdriver

RickO said:

The report customization dialog has been simplified to have 2 basic settings: 1) Include any account, category, tag, or payee or 2) Include only selected accounts, categories, tags or payees. Previously it was not obvious what would happen if all accounts, categories, tags, or payees were selected.

This is a vast improvement. However, we still need in the Tags section a *No Tag* item in the list. As it is, there is no way to filter for transactions that have either one specific tag OR are untagged.I agree with RickO on this.  We need either an overall report filter setting with "Any, All, or None", or a <no-tags> entry in the tag list.  This is to allow specific tags to be excluded from a report when there are untagged transactions present.  There have been previous posts on this topic, and as RickO has pointed out before, there is a voting page for this capability.  See...

https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-2018-v5-5-x-released?topic-reply-list[settings][filter_by]=all&topic-reply-list[settings][reply_id]=19310613#reply_19310613

Unknown

This reply was created from a merged topic originally titled I did the update and found an issue with the handling of a remove shares transact....


I did the update and found an issue with the handling of a remove shares transaction. The ETF changed its name and there is an add and remove shares transaction in my history. My portfolio still is reported the removed shares in my holdings. How should this be fixed?

Unknown

Mike said:

Investments - y-axis starting at zero. I do not like it. Put it back the way it was or include an option for zero or lowest value.

Strongly agree. Y-axis starting at 0 eliminates the meaningful variations in value. It all becomes essentially a straight line. This should be changed back in my opinion.

Unknown

Mike said:

Investments - y-axis starting at zero. I do not like it. Put it back the way it was or include an option for zero or lowest value.

Concur. For graphic display, refer to Edward Tufte: The Visual Display of Quantitative Information:

In general, in a time-series, use a baseline that shows the data not the zero point. If the zero point reasonably occurs in plotting the data, fine. But don't spend a lot of empty vertical space trying to reach down to the zero point at the cost of hiding what is going on in the data line itself. 

For examples, all over the place, of absent zero points in time-series, take a look at any major scientific research publication. The scientists want to show their data, not zero.

The urge to contextualize the data is a good one, but context does not come from empty vertical space reaching down to zero, a number which does not even occur in a good many data sets. Instead, for context, show more data horizontally! . 

-- Edward Tufte

Unknown

Concur. For graphic display, refer to Edward Tufte: The Visual Display of Quantitative Information:

In general, in a time-series, use a baseline that shows the data not the zero point. If the zero point reasonably occurs in plotting the data, fine. But don't spend a lot of empty vertical space trying to reach down to the zero point at the cost of hiding what is going on in the data line itself. 

For examples, all over the place, of absent zero points in time-series, take a look at any major scientific research publication. The scientists want to show their data, not zero.

The urge to contextualize the data is a good one, but context does not come from empty vertical space reaching down to zero, a number which does not even occur in a good many data sets. Instead, for context, show more data horizontally! . 

-- Edward Tufte

RCinNJ

Mike said:

Investments - y-axis starting at zero. I do not like it. Put it back the way it was or include an option for zero or lowest value.

Jeffrey, excellent quote. I taught science for a few years and one skill I tried to teach students was choosing the correct scale when presenting data. Getting across the idea that not all graphs need a zero point was one of the hardest for some students to understand. A scale that hides the trends is a no-no.

J_Mike

Mike said:

Investments - y-axis starting at zero. I do not like it. Put it back the way it was or include an option for zero or lowest value.

@Jeffery Fo;inus

The quoted comments by Edward Tufte are right on target.

Example - the new QMac investment charts almost completely mask the recent market volatility.

With all due respect to the Quicken CEO - please, please return to the old way. Better yet. let the user specify the Y axis limits.

J_Mike

RickO said:

The report customization dialog has been simplified to have 2 basic settings: 1) Include any account, category, tag, or payee or 2) Include only selected accounts, categories, tags or payees. Previously it was not obvious what would happen if all accounts, categories, tags, or payees were selected.

This is a vast improvement. However, we still need in the Tags section a *No Tag* item in the list. As it is, there is no way to filter for transactions that have either one specific tag OR are untagged.

RickO commented ; You want to include transactions that are untagged or have tag AA, but not BB. I don't see a way to do that.

Exactly the problem I have with the present configuration; I have need for the ability to exclude one or more Tags while including untagged plus remaining Tags.
QWin handles this very smoothly by including "Untagged" as the first option in the customization Tag list.

s2kdriver

Very nice printing improvements for the Portfolio view - thank you.  I particularly like the CSV export capability to format the report in Excel according to personal needs.  This is a good addition.

However, I am disappointed that two major issues still remain in the investments area:

1. Remove shares is still treated as a capital loss, and this negatively affects the Performance measurements (IRR, ROI) and the capital gains report.  From my perspective this is a major defect since Remove shares and Add shares is Quicken's recommended method to move shares between accounts, and is also the mechanism to handle security exchanges within an account.  This defect can turn a positively performing security and account into a loss position, and as a result the performance measurements for the account can go permanently negative because of this.  It makes IRR & ROI measurements permanently useless for that security and account, as well as impacting performance roll-ups at the Brokerage, Retirement, and Education investment category levels.

2. Adjusted Cost Base (or average cost) has not been added as a cost basis method for securities.  FIFO and LIFO are not valid cost basis methods for Canadian taxpayers. Other Canadian features in the product have been very good so far, but this remaining issue is a real limiter.  Unless you take extreme measures to manually calculate and implement an ACB method using the custom lots feature, the product does not report correct gain/loss amounts.  Canadian users typically have to calculate their cost base using other methods outside of the product (e.g. Excel).  This is a shame and removes value from the product for Canadian users.  I don't think I am alone in this request.

Perhaps there was insufficient time to deal with these issues in the 5.6 release.  I am still hopeful that Quicken will address these problems within a reasonable time as part of upcoming releases.

Najmi

Reports: I don't know if I am doing something wrong, but in 5.6, reports are not pulling in all the data. This is for both the predefined reports and through New Reports. For example, a report for summary by category, only a subset of the transactions are being pulled in. When I generate a report for either last year or this year, several categories, I looked at two - for example "Charity" and "Mortgage" are reporting only a subset of all transactions that have these as categories. In all cases the Tags and Payee are selected to "Include Transactions with any or no..."  Accounts are "All" (including accounts hidden from reports, just in case).  I can debug further and provide more specifics, but was wondering if anyone else has spotted a problem with reports. 

Note that the category assignment is still there. When I select Banking in the left pane and, within all the transactions, select Last Year as the date range, and then search for "Charity", all transactions with Charity as a category correctly show up. But not in reports. 

smayer97

Jim said:

The Y-Axis now always starts at zero is a terrible idea. It renders the graphics useless. Sorry!

You can also add your VOTE for this feature on Investment Graph.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version.

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

Mike Lane

Mike said:

Investments - y-axis starting at zero. I do not like it. Put it back the way it was or include an option for zero or lowest value.

Absolutely correct - it worked fine before starting graph at the lowest value in the range.  After 30 years all of my graphs are now flat lines. 

Mike Lane

Still watching for a correct to the traded options display.  The options cost basis on portfolio view is 100 times the entry in transaction view.  Transactions are entered cost per option.  After entry each option converts to 100 shares each.  The cost in transaction is adjusted.  However in portfolio the shares are multiplied by the option price. A $300 cost becomes $30,000 cost.  I don't enter options anymore until the contracts are closed or expire.  Disappointed again but appreciate the other improvements. 

smayer97

RickO said:

The report customization dialog has been simplified to have 2 basic settings: 1) Include any account, category, tag, or payee or 2) Include only selected accounts, categories, tags or payees. Previously it was not obvious what would happen if all accounts, categories, tags, or payees were selected.

This is a vast improvement. However, we still need in the Tags section a *No Tag* item in the list. As it is, there is no way to filter for transactions that have either one specific tag OR are untagged.UGH!!! What is the point of the IDEA threads if they are not actually read and tracked? This has been pointed out for over 7 months and captured here: 

• Add Selection Criteria for -No Category- and -No Tag- on Reports

and discussed MANY times in the forum much before and since then.

It is the FIRST item on the very carefully and painfully culled and organized list here:
List of Requests for Report Related Features 

Or if you prefer a more condensed view of each sublist, look at the
EXPANDED List of Categorized IDEAS of Feature Requests and Enhancements to Vote On
(it is the 7th sublist on there).
NOTE: a more up-to-date list can be found here (only accessible to SUs and Quicken staff), though there are still many more to be categorized and added to these lists):
https://getsatisfaction.com/quickencommunity/topics/please-ignore-this-post-this-is-just-a-temporary...

Marcus, I urge you to please review these organized IDEA lists whenever you are working on a feature set to make sure you are in tune with what users are actually looking for (believe it or not, there is actually an order to the lists, especially trying to group related requests).

BTW, this again shows that you are not actually looking at how QM2007 implements features (which the IDEA threads do a pretty good job at capturing the important features) and therefore keep missing sometimes subtle but yet important features. Many subtle features are there after many years of experience based on what users want and need. TIA.

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smayer97

RickO said:

Also in the register, we now always display the balance regardless of the column being sorted. When not sorted by Date or CLR, the balance column will have an italicized,dark gray color to let you know the balance won't match your statement.

PERFECT! Very glad you implemented the shading when not sorted by date. Thanks Marcus!Yes, the visual differentiation is a good balance. :-)

smayer97

Mike said:

Investments - y-axis starting at zero. I do not like it. Put it back the way it was or include an option for zero or lowest value.

Yes, see the link below where you can also add your voice for this specific issue:
https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-2018-v5-6-x-released?topic-reply...

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

Quicken Marcus

Mike said:

Investments - y-axis starting at zero. I do not like it. Put it back the way it was or include an option for zero or lowest value.

We hear you.  We're removing the change and will make it an option in the future.  We're working on the fix now and it will be in 5.6.1.