Quicken for Mac 2018 v5.6.2 & v5.6.3 Released
Quicken Marcus
Employee ✭✭✭✭
Today we're starting the rollout of Quicken for Mac 2018 v5.6.2 (56.22432.100).
The primary change in this release is to add support for a new way to connect to Capital One accounts. Here are the release notes.
Updates
5/30 - Initial rollout to customers. At the end of the day, we'll pause to evaluate if there are any major issues before continuing the rollout.
5/31 - 5.6.2 is available for all customers. If you're a Capital One customer, please take this update. If you're not a Capital One user, you can skip this update if you like.
6/15 - 5.6.3 is available for all customers. This fixes a file open issue where customers were hanging when trying to open their file. This was due to a bug in the automatically mark as paid feature for scheduled transactions.
The primary change in this release is to add support for a new way to connect to Capital One accounts. Here are the release notes.
- IMPROVED - Quicken and Capital One are in the process of upgrading the connection type used to download transactions. Quicken for Mac v5.6.2 is required for this change. Over the course of the next month or so, Quicken will start migrating customers to the new connection type. This change will happen over time. When this change takes place, your Capital One accounts will stop working and you will get a 351 error. Click on the Sign In button in the Account Status window to fix the issue which will prompt you to enter your Capital One username and password. Check the box next to each of your accounts to reauthorize them even if they've already been added to Quicken.
- FIXED - Fixed an issue in budget export where numbers over a thousand caused extra columns to be created.
Updates
5/30 - Initial rollout to customers. At the end of the day, we'll pause to evaluate if there are any major issues before continuing the rollout.
5/31 - 5.6.2 is available for all customers. If you're a Capital One customer, please take this update. If you're not a Capital One user, you can skip this update if you like.
6/15 - 5.6.3 is available for all customers. This fixes a file open issue where customers were hanging when trying to open their file. This was due to a bug in the automatically mark as paid feature for scheduled transactions.
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Comments
Another item, under bills & Income Showing several billers set up under Actions Pay With Bill Pay which is not correct , how do i reset these to what they were previous to 5.6.2?
In regards to the Pay With Bill Pay. I also don't think that's new in 5.6.2. In other words, I think that has always worked that way in 5.6.x. If the Payee is a Bill Pay payee, the Pay with Bill Pay action button appears or if the scheduled transaction is set up as a Bill Pay schedule transaction. It sounds like you would rather see Mark as Paid? Are you in the situation where you have a scheduled transaction using a Payee that can be used for Bill Pay but you don't use Bill Pay? It sounds like we need to refine the logic for that button. It would be great to hear your specific circumstance so we can tweak in a future release. For now, there's still the menu (3 dots) that should have Mark as Paid active under it that can be used. The button is just a convenience.
Let me add my vote to add the option as to how the PV is exported to a CSV file
My investment accounts, after the upgrade, all show incorrect share amounts. This is particularly obvious in several accounts which are now closed and should have zero balance, but have loads of shares. This definitely happened with the 5.6 upgrade, because the accounts showed the correct values in April.
I don't see a way to fix this short of deleting all of the original "Add Shares" from 12/30/2016 where Quicken set up the original share balances. Is there a way to figure out how this occurred and fix it? It's messed up many share balances.
Thanks.
But also, it raises a question as to why you have a transaction with over 25 splits? Just want to make sure that you are doing things most efficiently and the way Quicken is designed to work best.
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject 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
(Canadian Q user since '92, STILL using QM2007)
term that may not be in your categories as shown (I was searching on one that hadn't been included yet but had been used before). My experience: first a beach ball spin, then the transaction disappeared.
The correct setup is to create a credit card account, enter charge transactions into that account as they occur...either through download (preferred, and easier) or manually.
When it's time to pay your credit card statement, you create a transaction in your checking account using the credit card name in Quicken as a transfer account.
In Quicken Mac, you can accomplish this many ways. Easiest is to add the "Transfer" column to your checking and credit card account registers. Then, in the checking account transfer column, select your credit card account. This will automatically transfer the payment to the credit card account, your balance will be lowered and you're all caught up.
Credit card statements should NEVER have 25 split lines in a Quicken transaction.
After starting Quicken and quitting, a subsequent launch is much faster, but still beachballs and stalls.
Quicken Mac is a bit unique compared to Quicken Windows in that you can use a category AND a transfer, and both don't have to be the same...but can be the same.
In Quicken Windows, a transfer IS the category. If you've ever used Quicken Windows, this takes a bit getting used to in Quicken Mac.
But you'll find it much easier to set up different credit card accounts, entering your transactions there (either through download or entering manually), then reconciling at the end of the statement and entering your payment into your checking account as a transfer to the credit card account.
Using your own granular custom categories has no bearing on how you categorize the downloaded transactions. Continue being as granular as you like. Quicken Mac will remember the categories after the second or third time you download, as long as they are unique names.
And paying at the bank's website also has no bearing in this. Enter the payment in Quicken first, then when you download the transaction the payment will match to the already entered transfer.
I just want to remind you that you can drag the columns in the order you want. Perhaps drag Transfer all the way to the right so it's there if you need to check it.
Once caveat:
When this features was introduced in QM2017 v4.3, it was so you could use the Category field to enter transfers WITHOUT the need to have the Transfer field visible.
The problem is that the developers did not correctly handled this very use case correctly, where a transaction that was once a recorded as a transfer is reused but when the user reuses that transactions, the user has no clue that the Transfer field is filled in AND provides no way provides no way to remove the transfer without making the transfer field visible, thereby defeating the very purpose of the new feature.
The work-around is to make the Transfer field visible and remove that info.
BUT I also strongly suggest that you use the Report a Problem menu option to submit this issue to the developers to provide a better means of handling this situation.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject 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
(Canadian Q user since '92, STILL using QM2007)
RCinNJ thanks for the dragging tip.
smayer97 thanks for power to assign the function.
Let's do it first without the Quicken terms.
You charge things on your credit card. You get a monthly statement. You pay the bill from your checking account.
The "paying the bill from your checking account" is the transfer part.
So, you should always mimic what takes place in real life when you use Quicken.
You set up a credit card account in Quicken.
You enter your transactions in that credit card account, either through downloading or manually entering the bill.
When its time to pay the credit card, you go to your checking account register in Quicken. In the Transfer column you click on the selection arrow and choose the account you are paying to bill TO.
What this does is pay your credit card bill from your checking account...and ALSO creates a transaction in the credit card account to reduce your balance for the payment amount.
You make ONE transaction...and it shows up in two places.
OK, now for the visual. This is from my checking register:
Notice that I have the Transfer column showing in the register by clicking on the Columns button at the bottom of the register and adding it to be viewable in the register.
Then, in the Transfer column you can click on the arrow in the field and select the account you're "transferring" the money to as payment. In my case, I'm paying the bill from my checking account register and transferring $317.43 to my Costco Visa account. The category will then automatically have the Transfer:[Costco Visa] automatically entered for you.
Now, go to the Costco Visa account register. There, enable the transfer column in the register by clicking on the Columns setting at the bottom.
You'll see that there will be a corresponding payment in the Costco Visa account for $317.43 that's already been entered...and your register balance is reduced by that amount.
That's how you handle a transfer in Quicken.
You don't make entries in both registers. You make one transfer entry and the corresponding other end of the transfer shows up in the other register automatically.
And you don't categorize everything with split lines with one payment transaction from your checking account.
That's the root of your problem.
And creating a new file does not fix the problem.
pretty well documented here when is this going to be fixed?
https://getsatisfaction.com/quickencommunity/topics/fidelity-netbenefits-ofx-error-1
Re: MAC V5.6.2. Export full budget to clipboard does not export cents, even if "show cents" is selected. I went back to 5.6.1 which still does.
Any thoughts on how to stop this error? QWin has file utilities, however, these do not seem to exist on the Mac version.
The Securities window "Download quotes only for indices and securities held" checkbox is Checked.
If that qualifies as stuff that would slow down launch, let me know if I can send you a log or whatever info you may need.