Quicken for Mac 2018 v5.6.x Released
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Similar issue here. After upgrading from 5.5.7 to 5.6.1 several of my accounts including my daily use credit card disappeared from the mobile app. On the desktop app I went into Preferences and Mobile and Alerts. In the accounts section several of my accounts were now unchecked for Sync when all of my accounts were synced before upgrading from 5.5.7 to 5.6.1. I clicked the All button to enable them followed by the Update button. All of my accounts are now appearing again in the mobile app, but I have lost all of the transactions I created in the mobile app for these accounts since the last time I downloaded them in the desktop app on May 11th. Is there any way to recover these transactions?dktenor said:Sync with Quicken Mobile is changed
I thought that the sync was broken. All of the sudden my Cash account and one Savings account stopped appearing on Quicken Mobile.
In Mobile Preferences (on the desktop version) there is now a list of accounts to be synced over to Mobile. Once I checked on my manual accounts (cash, savings account) - voila they all appeared.
Doug0 -
Did I read too quickly that foreign currencies export had also been fixed ?
It does not seem to be the case yet. (But foreign characters are indeed ! Thanks !)
Excel 16.13.1:
QM 5.6.1:
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the key word is "characters", not currencies... ;-)John Morrow said:
Did I read too quickly that foreign currencies export had also been fixed ?
It does not seem to be the case yet. (But foreign characters are indeed ! Thanks !)
Excel 16.13.1:
QM 5.6.1:
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)Have Questions? Help Guide for Quicken for Mac
FAQs: Quicken Mac • Quicken Windows • Quicken Mobile
Add your VOTE to Quicken for Mac Product Ideas
Object to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires(Now Archived, even with over 350 votes!)
(Canadian user since '92, STILL using QM2007)
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Since upgrading to the new model, the syncing process is a mess! I have duplicate entries and missing entries and no activity on accounts. Every time I sync I get an error box saying "An Error occurred during your online banking update. This window has been opened to show your Quicken account status" When I look at the account status they are all green as if it's all good but it is not. My Fidelity completely stopped syncing - not a single transaction since purchase. I've been online before for over an hour with tech support and no resolution. It is NOT a Capital One or Fidelity issue. That always seems to be the rep solution that there is something with them. I can log into my individual accounts on their websites just fine without issues - Quicken's product is based on the feature/ability to show ALL of my accounts in one place, so I don't have to log into each one separately. Please upgrade the program to include these large financial organizations!! It's extremely frustrating and I'm very unsatisfied with being required to "upgrade" and then have nothing work anymore.0
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Ok. Thx for the info.This reply was created from a merged topic originally titled Merging.
As an aside regarding leaving Quicken running all the time, there is one feature request that is part of the following IDEA thread that has yet to be implemented:
4. add an option with the following choices as follows:
- save at [most, least] 'X' times in 'Y' [hours, days]
This would trigger a backup even when Quicken is open.
All other 3 in that thread have been implemented but Quicken Marcus thought that 4 was a good idea, but this has yet to be implemented.
You can add your VOTE to Add More Options to Automatic Back-ups.
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.
While you are at it, you may want to add your VOTE to related IDEAS found on the List of Requests for Data and File Management Features. Click on the underlined link, then follow the instructions to add your vote to more related ideas. Your VOTES matter!
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
I have updated the IDEA thread to reflect what has been implemented.Have Questions? Help Guide for Quicken for Mac
FAQs: Quicken Mac • Quicken Windows • Quicken Mobile
Add your VOTE to Quicken for Mac Product Ideas
Object to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires(Now Archived, even with over 350 votes!)
(Canadian user since '92, STILL using QM2007)
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Account status window preference seems to have been reset to show only when there are errors. I am now in 5.6.1 and window does not properly report the number of new transactions downloaded. At least the numbers don't match the number of new blue dots marking new transactions downloaded in the various credit card accounts. With three accounts shown at least one but not the same one, seems to be wrong most times I check. Some times the account status shown one new transaction and there is none and sometimes it reports no new transactions and there is one.Tom Bonner said:I am not certain this happened because of the update to 5.6.0 but I have not had any transactions download from my CapitalOne credit card more recent than 5/07 and I no longer get the summary window indicating how many new transactions were downloaded from the various accounts that would have indicated a connection error. Finally got it fixed today by reestablishing the connection type but that didn't work last night when I got asked for a verification code and the only notification option presented was my landline phone number which did not provide a code. Maybe last night's failure was CapitalOne flakiness.
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With regard to speed of loading, I opened the Quicken package data file and found about a dozen data files starting with "conflicted copy......" Deleting these reduced the size of my package file from 1GB to 178MB!! (I kept a copy just in case). File now loads in seconds instead of about a minute. I'm a happy camper and no longer worried about using year-end splitting off previous years to keep the file manageable (as i did on the Windows version for years).Randall Godfrey said:Surprisingly, after reading this thread, I’m having zero issues with 5.6, but then I never moved any of the data files, program files, backup files, etc. nor do I have a complex investment portfolio. Everything including transaction downloading is working for me.
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Lucky you! I wish that were true for me. My data file is only 152 Mb and nothing in the package is labeled "conflicted". Still takes QM at least 2 minutes and 30 seconds to launch from a cold system start. After the first launch all subsequent launches take less than 5 seconds. If I reboot my Mac I start all over again with an unnecessarily slow launch.Randall Godfrey said:Surprisingly, after reading this thread, I’m having zero issues with 5.6, but then I never moved any of the data files, program files, backup files, etc. nor do I have a complex investment portfolio. Everything including transaction downloading is working for me.
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Weird! I guess I was lucky.Randall Godfrey said:Surprisingly, after reading this thread, I’m having zero issues with 5.6, but then I never moved any of the data files, program files, backup files, etc. nor do I have a complex investment portfolio. Everything including transaction downloading is working for me.
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I am also having problems downloading transaction to my Capital One Credit Card ever since I upgraded to v.5.6.1. The error I am getting is that Quicken encountered an error while communicating with it servers and to try again later. It has been going on for days. From the error message it implies that it is a Quicken problem and not a problem with the bank/credit card. Any advice since contacting Quicken Support seems inadvisable in this situation?Franklin Seal said:After the 5.6 update, it broke my ability to download transactions from my bank. I waited a few days to see if it was just a momentary glitch. When the problem continued, it was the weekend, so I used the chat support. They acknowledged that the problem was the update, and told me that I'd receive an email when a fix was found. I waited an additional day, then had another chat. Same thing.
Today, having waited for a fix and not having received anything from Quicken, I called, since it was Monday. The very helpful woman said that the fix had been found yesterday, and that it involved exporting the data file, deleting that install, and then downloading the software again, and re-importing --- all basically to "rollback" to the previous update. So, she walked me through that process.
But, she acknowledged, she did not know of any attempt to send out emails to people, like myself, who'd called in or had chat sessions.
Along the way, we discovered that although the export / import process did save much of the data, certain things were lost:
All my transaction download settings had to be re-setup from scratch (about a 20 min process, since I had multiple accounts.)
In the process, we discovered that the auto loan account was essentially starting from scratch, and all transaction history for my auto loan account was lost.
Also, certain transactions in my checking account, like the original balance, were lost. I had to cheat by creating an adjustment transaction to get it to balance.
Also, my entire budget history was lost. Gone. All my previous months and years of budgets --- poof!
HUGE bonehead move on the part of Quicken. I can't imagine the hell you guys must be going through if millions of customers have suffered similar data loss.
i'd join a class action lawsuit, if one got going.0 -
This turned into major project but the premonition I had about how to fix this seems to have worked. Very tedious & time consuming but all the cost basis info now in place using 5.6.1 .Concordman said:Just downloaded 5.6.1 this AM. have been using 5.5.7 until today. Banking & Credit Card info all good, investment data not so good. On bond & mutual fund accounts missing cost basis info on many securities. The cost basis column now shows the add cost hyperlink. Tried to restore previous 5.5.7 file, did not solve the issue. Got on with Quicken support very nice fellow , very supportive, understood & agreed with what transpired. He generated a case # & elevated this to tier 2 support. Have retreated back to the safety of 5.5.7 until this is resolved.
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This reply was created from a merged topic originally titled This week downloaded update 5.61 on my Mac PROBLEMS!!!!.
update 5.61 on my Mac. Now when I go to shut down Quicken I get the following warning message with a Quicken Logo: Warning: Pending Payment You have a online payment to pay Do you want to Sent Pay Exit with out paying Payment is Dated 2/1/17 in the amount of $36.58 I spent two hours in a chat with Quicken Support and after trying different things the person said it was a bank bill pay problem. Bank 0ne hour said its quicken0 -
Can you locate the transaction in Quicken and if so what is in the check number field and the Clr field?Pasqiuale Cerasuolo said:This reply was created from a merged topic originally titled This week downloaded update 5.61 on my Mac PROBLEMS!!!!.
update 5.61 on my Mac. Now when I go to shut down Quicken I get the following warning message with a Quicken Logo: Warning: Pending Payment You have a online payment to pay Do you want to Sent Pay Exit with out paying Payment is Dated 2/1/17 in the amount of $36.58 I spent two hours in a chat with Quicken Support and after trying different things the person said it was a bank bill pay problem. Bank 0ne hour said its quicken0 -
That's the problem there is no transaction to be found in quicken or with any bank on line bill payPasqiuale Cerasuolo said:This reply was created from a merged topic originally titled This week downloaded update 5.61 on my Mac PROBLEMS!!!!.
update 5.61 on my Mac. Now when I go to shut down Quicken I get the following warning message with a Quicken Logo: Warning: Pending Payment You have a online payment to pay Do you want to Sent Pay Exit with out paying Payment is Dated 2/1/17 in the amount of $36.58 I spent two hours in a chat with Quicken Support and after trying different things the person said it was a bank bill pay problem. Bank 0ne hour said its quicken0 -
Mike, thank you for your very thoughtful comments. I think we are on the same page.s2kdriver said: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.
1. We agree that from an account-level IRR/ROI perspective, Remove Shares and Add Shares should be treated at market value. This would generate the correct IRR/ROI calculation at the account level. However, based on QM's current logic, this would likely also generate a false gain or loss. QM should fix this by providing some automated or manual means to eliminate any Remove Shares false gain/loss from the portfolio view (realized gain) as well as in any reports on the account.
2. I think we also agree that treatment of share transfers (Remove from one account and Add to another) should mirror the available lots in the original account. I have actually done this manually with my transferred holdings to generate the correct cost basis in the transferred-to account. QM currently has the infrastructure in place to handle it - Remove Shares already has support for Specify Lots in the dialog box. You just have to manually create an Add Shares transaction in the receiving account for each lot removed from the original account. It agree it can become tedious with EPP or DRP-style situations with many small purchase transactions. Perhaps Quicken could provide some automation for share transfers between accounts in the future. However, I still view the transfer problem as a second priority to the more fundamental issue of getting the IRR/ROI & Capital Gains correct when Remove Shares and Add Shares transactions are present (as per point 1 above).
I took the time to simulate these changes on my current QM file by using a pair of Sell (at market) and Payment transactions (to remove the resulting cash) for each Remove Shares transaction. In addition, I created a single Add Shares transaction (at market) for each Remove Shares transaction (I was too lazy to simulate the lots in this test). This generated the correct IRR/ROI calculation, but the Gain/Loss reporting on the old account and the new cost basis in the receiving account were all wrong. This is the fundamental conflict we face with QM as it currently stands. When moving shares between accounts you can choose either: a) correct cost basis information in the new account with incorrect IRR/ROI and false realized capital gains on the old account, or b) incorrect cost basis in the new account and incorrect realized capital gains on the old account, but with correct IRR/ROI calculations. Neither of these options are really acceptable.
Marcus - I completely understand that you need to think about this problem before offering a solution, but I also believe you need to recognize that there are defects in the current IRR/ROI calculation and Capital Gains reporting for Remove Shares and Add Shares transactions. In my opinion, a solution to these defects should be higher priority than implementing any new features around this area (e.g. transfers).0 -
I does sound like the problem is with quicken then, since you don't see the transaction in quicken.Pasqiuale Cerasuolo said:This reply was created from a merged topic originally titled This week downloaded update 5.61 on my Mac PROBLEMS!!!!.
update 5.61 on my Mac. Now when I go to shut down Quicken I get the following warning message with a Quicken Logo: Warning: Pending Payment You have a online payment to pay Do you want to Sent Pay Exit with out paying Payment is Dated 2/1/17 in the amount of $36.58 I spent two hours in a chat with Quicken Support and after trying different things the person said it was a bank bill pay problem. Bank 0ne hour said its quicken
I suggest you talk with quicken support again and ask to speak to tier 2. Did quicken support ask you to send them your logs? That should help them find your problem...0 -
The portfolio graph redrawing performance in 5.6.1 seems significantly slower than in 5.5.x. If I select "Investing" in the navigation bar on the left (i.e. my whole portfolio), the combined refresh of security quotes, recalculation of portfolio values, and graph redraw takes about 30 seconds. In previous versions of QM, this refresh took a maximum of 10-15 seconds. I believe it is not related to the security quotes lookup, as I have only 50 active positions - not very large. In addition, the refresh feedback wheel spins for only 2 seconds - presumably the lookup time. As an experiment, I hid the portfolio graph and performed a refresh. The portfolio value updates in about 5 seconds total after a lookup refresh. This must mean the remaining 25 seconds is spent on recalculating and drawing the graph alone. Has anything changed in graph drawing performance in 5.6.1? Perhaps this is an area the Quicken team should look at to improve the experience of the product.0
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Spent close to two hours with chat on quicken support. Doing all kinds of changes , to many to remember. This didn't not show until the new release down loaded. My bank bill pay IT Dept searched and spent almost one hour chasing down the transaction back to 2016 and there was no bills in the Q that were pending nor matched the information that quicken was providing a shut down. Even tried to pay the bill to get rid of the message. The message went away but came back when I went to quit quicken a second time. What is up setting to me is it worked fine prior to the up grade and quicken pointing the finger at the bank bill pay and the bank bill pay at quicken. It would be nice if someone falls on the sword and take the hit for the error and find a fix. I am tired of playing tennis with quicken and the bill payer for my bank. It seems to me that if it worked fine prior and after the up load it didn't. THAT POINTS THE FINGER @ Quicken who has a history of issues when something is up graded. This is not my first Rodeo dealing with issues when something was changed or up graded by Quicken. I have been using the product for as long as its been on the market. This issue is small in nature but still, it frosts me to no end. Thanks for your reply and my venting about the providerPasqiuale Cerasuolo said:This reply was created from a merged topic originally titled This week downloaded update 5.61 on my Mac PROBLEMS!!!!.
update 5.61 on my Mac. Now when I go to shut down Quicken I get the following warning message with a Quicken Logo: Warning: Pending Payment You have a online payment to pay Do you want to Sent Pay Exit with out paying Payment is Dated 2/1/17 in the amount of $36.58 I spent two hours in a chat with Quicken Support and after trying different things the person said it was a bank bill pay problem. Bank 0ne hour said its quicken0 -
Marcus, re RickO's question above - when you have a chance, could you specify the keyword in the memo field or any other way of searching for the corrected splits? Also, more broadly, would the log file be the place to look/search for info on database validation failures and the corrected actions taken? Thanks.Mark said:I upgraded to 5.6.0 on Quicken 2018 for Mac from the most recent prior version. It has not played nice with my data. It deleted several transactions from over a year ago in my checking account, so tracking those down has taken a fair bit of time. One of my brokerage accounts now has an erroneous balance and I'll be tackling that next. I have a lot of data going back to 2004. Something is wrong when upgrades cause me have to comb through all that data to find issues the upgrade has created. And then there's the question of, what else happened that I haven't discovered, and may not for some time. I appreciate the improvements, but it's a heckuva price to pay. [Side note: once I saw the out of whack balances, I went back to an earlier backup of the data file, and upgraded that one, and it too had deleted transactions, but they were different from the first upgrade. But they were all over a year old.]
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In PV when either printing or exporting to CSV the security lots are automatically shown. Is that how it is intended to work?0
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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).Marcus by all means please heed the counsel from RickO regarding option to print either expanded or collapsed view of the data.RickO said:The portfolio view can now be printed, exported to a CSV file, or copied and pasted into a spreadsheet.
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The options issues should be well known to the folks at Quicken, I have dealt with this ever since converting from QW 13 to QM 16..Mike Lane said: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.
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The options issues should be well known to the folks at Quicken, I have dealt with this ever since converting from QW 13 to QM 16..Mike Lane said: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.
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I am having the same issue as Katherine. Quicken Premier for Mac 2018 v5.6.1 Mac OS 10.13.4. When I add an entry into any account, it takes 10 seconds until it displays anything I typed. Then response is fine until I save the entry. After entry it takes, 15-20 seconds until I can make my next entry. Behavior started with v5.5.x and has gotten worse with version 5.6 to the point where it is almost unusable.Katherine said:This reply was created from a merged topic originally titled Quicken Premier 2018 5.6.0 for the Mac is so slow it is unusable.
I upgraded to 2018 but with the latest release, Quicken 2018 for the Mac (5.6.0) takes 20-40 seconds when I try to save/update a transaction. Mac is running 10.13.3. I tried to rename the file (didn't help), save it to a non iCloud folder (didn't help), turned off wifi (reduced time a bit but still 15 seconds per transaction). Anyone have any other suggestions?
I shutdown, rebooted and retried with Quicken as the only active program. I still get the spinning ball when doing any entries.
I started watching Activity Monitor in a side window. With each transaction, Quicken goes from less than 1% of the CPU to 100% and stays at 100% until the spinning ball stops after which Quicken returns to 1% or less of the CPU.
I did not see an answer for Katherine's (or my) problem.0 -
I was exploring around in the menus and I found that I had two account windows open in the background. One was an investment account window in portfolio view that had to be recalculated after every entry. After I closed the two windows, Quicken was back to normal.Katherine said:This reply was created from a merged topic originally titled Quicken Premier 2018 5.6.0 for the Mac is so slow it is unusable.
I upgraded to 2018 but with the latest release, Quicken 2018 for the Mac (5.6.0) takes 20-40 seconds when I try to save/update a transaction. Mac is running 10.13.3. I tried to rename the file (didn't help), save it to a non iCloud folder (didn't help), turned off wifi (reduced time a bit but still 15 seconds per transaction). Anyone have any other suggestions?
Thank you to Quicken Marcus who listed this situation in his post and Rick O who explained the reason why a portfolio view graph would tie up the CPU.
Since I normally use Quicken in full screen mode, I did not think I had any open windows in the background, but there were two lurking behind my full screen.
Here is how to find if you have an open window in the background. Click on the "Window" menu. The names of any open background window will appear at the bottom of the menu.
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I cannot download from two of my credit card accounts (which is as far as I have gotten). What am I doing wrong. If i want to continue using Quicken (not Quicken books for small business) then I must now pay $15 a month for what I have not ever had to pay monthly before. Why is this?0
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Hello jbutler731, appreciate your question.jbutler731 said:I cannot download from two of my credit card accounts (which is as far as I have gotten). What am I doing wrong. If i want to continue using Quicken (not Quicken books for small business) then I must now pay $15 a month for what I have not ever had to pay monthly before. Why is this?
Are you using Quicken for Mac?
Please let us know so that we can best help you.
Respectfully,
~ Quicken Harold.Quicken Harold
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After upgrading to Version 5.6.1 (Build 56.22375.100), manual data entry in accounts has slowed to a crawl! I don't suppose there's a way to downgrade, is there, after the data file has been upgraded?0
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For one of the next updates, PLEASE let us set a default register layout...and/or let us copy the layout from one register to another, like the Windows version can. I am tired of having to manually and precisely adjust column sizes and layouts when I add new accounts. Thank you.0
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Thanks Rick! I voted, as suggested.mryan69 said:For one of the next updates, PLEASE let us set a default register layout...and/or let us copy the layout from one register to another, like the Windows version can. I am tired of having to manually and precisely adjust column sizes and layouts when I add new accounts. Thank you.
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