Quicken for Mac 2018 v5.8.0 Released

smayer97

John Morrow said:

I have just discovered my wife has updated to QM 5.8 yesterday because QM suddenly asked me to connect to my Cloud account. However, I have deliberately disconnected this file from the Cloud and do not want to sync to Quicken Mobile.

Has something changed from previous versions of QM? Such login window would previously only be displayed when I went to Preferences/Connected Services, but now they appear also  when I launch QM.

Seems to only make sense to set up when it is needed, so why do it before, especially when it may never be needed for some?  :-\

Leaves some people unnecessarily uncomfortable as a result. 

Joseph Toubes

Hopeful1 said:

And still no option to include/exclude transfers from reports and budgets.

Wow!  Four years and counting. 

Thank you for the bold printing on the check writing.  It made a world of difference.

lkayling

Since updating to Quicken 5.8.0 I get an error message when trying to download from Rabobank.

Unknown

QFX file can no longer be imported (File/Import/Bank or Brokerage File (OFX, QFX)).

I just noticed this, but I believe this appeared a few days ago with 5.8. Could this be related to the Cloud dialog that appears on launch?

This is a showstopper for me. How can I go back to 5.7.2 until a fix is available?

Concordman

John Morrow said:

QFX file can no longer be imported (File/Import/Bank or Brokerage File (OFX, QFX)).

I just noticed this, but I believe this appeared a few days ago with 5.8. Could this be related to the Cloud dialog that appears on launch?

This is a showstopper for me. How can I go back to 5.7.2 until a fix is available?

Did you save a copy of 5.7.2 in your application folder? If not due you still have it in your trash?

Unknown

John Morrow said:

QFX file can no longer be imported (File/Import/Bank or Brokerage File (OFX, QFX)).

I just noticed this, but I believe this appeared a few days ago with 5.8. Could this be related to the Cloud dialog that appears on launch?

This is a showstopper for me. How can I go back to 5.7.2 until a fix is available?

Amazingly, it's still in the trash! But alas, with 5.7.2 I can no longer open a 5.8 backup. Hum, pretty bad situation.

Unknown

John Morrow said:

QFX file can no longer be imported (File/Import/Bank or Brokerage File (OFX, QFX)).

I just noticed this, but I believe this appeared a few days ago with 5.8. Could this be related to the Cloud dialog that appears on launch?

This is a showstopper for me. How can I go back to 5.7.2 until a fix is available?

Contrarily to what the above dialog box seems to suggest, this is happening when I open a .backup file (not a .quicken file).

Concordman

John Morrow said:

QFX file can no longer be imported (File/Import/Bank or Brokerage File (OFX, QFX)).

I just noticed this, but I believe this appeared a few days ago with 5.8. Could this be related to the Cloud dialog that appears on launch?

This is a showstopper for me. How can I go back to 5.7.2 until a fix is available?

Do you have an older backup that either QM  or you backed up prior to the update? If you  have s/b good to go

Concordman

John Morrow said:

QFX file can no longer be imported (File/Import/Bank or Brokerage File (OFX, QFX)).

I just noticed this, but I believe this appeared a few days ago with 5.8. Could this be related to the Cloud dialog that appears on launch?

This is a showstopper for me. How can I go back to 5.7.2 until a fix is available?

Even a file backed up prior to upgrading from 5.7.2?

Unknown

John Morrow said:

QFX file can no longer be imported (File/Import/Bank or Brokerage File (OFX, QFX)).

I just noticed this, but I believe this appeared a few days ago with 5.8. Could this be related to the Cloud dialog that appears on launch?

This is a showstopper for me. How can I go back to 5.7.2 until a fix is available?

I have such backup files, but there are many transactions that have been entered since.

Concordman

John Morrow said:

QFX file can no longer be imported (File/Import/Bank or Brokerage File (OFX, QFX)).

I just noticed this, but I believe this appeared a few days ago with 5.8. Could this be related to the Cloud dialog that appears on launch?

This is a showstopper for me. How can I go back to 5.7.2 until a fix is available?

Dont know what to tell you there; If you want to revert back to 5.7.2 you may have to reenter..I feel your upcoming pain

Unknown

It is normal the same category is sometimes displayed as Long names and sometimes as Short names, in the same account, even though Preferences have not been changed in the mean time?

Here is what the category looks like for the 2 adjacent categories in non-edit mode:


When I edit one of them, the Short name is displayed:


But when I edit the next one, the Long name is displayed instead:

Unknown

John Morrow said:

QFX file can no longer be imported (File/Import/Bank or Brokerage File (OFX, QFX)).

I just noticed this, but I believe this appeared a few days ago with 5.8. Could this be related to the Cloud dialog that appears on launch?

This is a showstopper for me. How can I go back to 5.7.2 until a fix is available?

I thought the backups were in a different, version independent format, kind of XML-like. But I guess there are just a copy of the .quicken file/database...

Concordman

John Morrow said:

QFX file can no longer be imported (File/Import/Bank or Brokerage File (OFX, QFX)).

I just noticed this, but I believe this appeared a few days ago with 5.8. Could this be related to the Cloud dialog that appears on launch?

This is a showstopper for me. How can I go back to 5.7.2 until a fix is available?

yeah that    is what they are

Concordman

John Morrow said:

QFX file can no longer be imported (File/Import/Bank or Brokerage File (OFX, QFX)).

I just noticed this, but I believe this appeared a few days ago with 5.8. Could this be related to the Cloud dialog that appears on launch?

This is a showstopper for me. How can I go back to 5.7.2 until a fix is available?

@RickO..speaking about expiration do we know if Amazon will be offering some deals this yr ?

Concordman

John Morrow said:

QFX file can no longer be imported (File/Import/Bank or Brokerage File (OFX, QFX)).

I just noticed this, but I believe this appeared a few days ago with 5.8. Could this be related to the Cloud dialog that appears on launch?

This is a showstopper for me. How can I go back to 5.7.2 until a fix is available?

Got it . thought I would check with  you

Concordman

John Morrow said:

QFX file can no longer be imported (File/Import/Bank or Brokerage File (OFX, QFX)).

I just noticed this, but I believe this appeared a few days ago with 5.8. Could this be related to the Cloud dialog that appears on launch?

This is a showstopper for me. How can I go back to 5.7.2 until a fix is available?

Yeah just don't know how much time Quicken gives b4 cute off..If I see something for 2019 I will post

Unknown

John Morrow said:

It is normal the same category is sometimes displayed as Long names and sometimes as Short names, in the same account, even though Preferences have not been changed in the mean time?

Here is what the category looks like for the 2 adjacent categories in non-edit mode:


When I edit one of them, the Short name is displayed:


But when I edit the next one, the Long name is displayed instead:

Indeed that was the case, to much of my dismay. Thanks @RickO. 

Unknown

John Morrow said:

QFX file can no longer be imported (File/Import/Bank or Brokerage File (OFX, QFX)).

I just noticed this, but I believe this appeared a few days ago with 5.8. Could this be related to the Cloud dialog that appears on launch?

This is a showstopper for me. How can I go back to 5.7.2 until a fix is available?

@RickO, my suscription runs until 2020, so unless my yet to be purchased Series 4 went forward in time, it's still valid for some time.

Unknown

John Morrow said:

QFX file can no longer be imported (File/Import/Bank or Brokerage File (OFX, QFX)).

I just noticed this, but I believe this appeared a few days ago with 5.8. Could this be related to the Cloud dialog that appears on launch?

This is a showstopper for me. How can I go back to 5.7.2 until a fix is available?

@RickO, my suscription runs until 2020, so unless my yet to be purchased Series 4 went forward in time, it's still valid for some time.

Unknown

John Morrow said:

QFX file can no longer be imported (File/Import/Bank or Brokerage File (OFX, QFX)).

I just noticed this, but I believe this appeared a few days ago with 5.8. Could this be related to the Cloud dialog that appears on launch?

This is a showstopper for me. How can I go back to 5.7.2 until a fix is available?

quicken.com shows like QM the subscription running until Mar 02 2020, so that's OK.

The QFX file is downloaded manually, it's the import that no longer works.

Unknown

John Morrow said:

QFX file can no longer be imported (File/Import/Bank or Brokerage File (OFX, QFX)).

I just noticed this, but I believe this appeared a few days ago with 5.8. Could this be related to the Cloud dialog that appears on launch?

This is a showstopper for me. How can I go back to 5.7.2 until a fix is available?

I have just found a workaround. When the "Cloud account not found" dialog popped up yet again, I pressed "Setup new cloud account". Then I was able to import the QFX file.



However, I am quite adamant this is NOT the behavior I want. I had deliberately deliberately deleted the Cloud account when I first installed QM and I do NOT want to be forced to having a Cloud account.

This is a major concern for me.

Unknown

John Morrow said:

I have just discovered my wife has updated to QM 5.8 yesterday because QM suddenly asked me to connect to my Cloud account. However, I have deliberately disconnected this file from the Cloud and do not want to sync to Quicken Mobile.

Has something changed from previous versions of QM? Such login window would previously only be displayed when I went to Preferences/Connected Services, but now they appear also  when I launch QM.

As pointed out in a thread further below, not having a cloud account prevents imported QFX files on the local filesystem. This is not an acceptable situation from my point of view.

Unknown

John Morrow said:

QFX file can no longer be imported (File/Import/Bank or Brokerage File (OFX, QFX)).

I just noticed this, but I believe this appeared a few days ago with 5.8. Could this be related to the Cloud dialog that appears on launch?

This is a showstopper for me. How can I go back to 5.7.2 until a fix is available?

@RickO, are you sure? Because I have been able to import QFX files for a year without a cloud account (which I had deactivated using links similar to the one you have provided). It worked like a charm, and it's been broken by QM 5.8.

RCinNJ

jlgg said:

I have been trying to use Quicken off-line. With no internet connection, when I try to launch Quicken, I get this dialogue box. The options in the box to "I'll Check It Later" "Update Now" "Report errors" etc are all non-responsive. The only action I can take is to force quit Quicken.  Obviously, I do not expect to download transactions while off-line, but I do expect to be able to view and edit data manually in those instances I do not have access to internet.  This has never been a problem before this latest update.

I've not updated to 5.8 because of this issue, but since I haven't seen other comments about this I'm wondering if jlgg's experience was a special case. Can anyone else verify if they are, or are not, experiencing this if they disconnect their internet and open QM2018 v5.8.0? Thanks!

jlgg

jlgg said:

I have been trying to use Quicken off-line. With no internet connection, when I try to launch Quicken, I get this dialogue box. The options in the box to "I'll Check It Later" "Update Now" "Report errors" etc are all non-responsive. The only action I can take is to force quit Quicken.  Obviously, I do not expect to download transactions while off-line, but I do expect to be able to view and edit data manually in those instances I do not have access to internet.  This has never been a problem before this latest update.

Thanks to RickO and RCinNJ for these posts. I just went back and rechecked my experience and stumbled onto a solution for me.  The dialogue box in my case was completely hiding the login window.  When I moved the dialogue box to the side, I was able to enter my password and open Quicken.  At that point the dialogue box became dismissable and I was able to continue to work off-line. 

RCinNJ

jlgg said:

I have been trying to use Quicken off-line. With no internet connection, when I try to launch Quicken, I get this dialogue box. The options in the box to "I'll Check It Later" "Update Now" "Report errors" etc are all non-responsive. The only action I can take is to force quit Quicken.  Obviously, I do not expect to download transactions while off-line, but I do expect to be able to view and edit data manually in those instances I do not have access to internet.  This has never been a problem before this latest update.

Thanks for the update!

Unknown

RickO said:

The ability to customize for "No Payee" prompted me to check for any transactions that don't have a payee, which in my data should not exist. This revealed a twofold problem:

1) Opening Balance Adjustment (placeholder) transactions with non-zero amounts show in the report with a blank payee even though they show in the registers with payee "Opening Balance Adjustment". They are gray (placeholder) transactions. I have three of these.

2) Opening Balance Adjustment transactions with amount = $0.00 show up in the report with an blank payee and "Opening Balance Adjustment" in the memo field. However, these transactions are not shown at all in the accounts' registers at all. I have four of these.

Going back to 5.7.x, I see the same issue. So it's not something new with 5.8, but does reveal an issue with missing transactions and incorrect register payee entries.

But report submitted in beta.

I'm a new user of Quicken for Mac and am generally pleased with it. However, we have a small company with pre-printed voucher checks where the positions for date, amount, Payee are established in the pre-printed checks. Unfortunately, Quicken's voucher check choice does not allow the user to adjust for individual alignment for date, amount, payee etc. We are now stuck with not being able to print our checks directly from Quicken. INDIVIDUAL ALIGNMENT OF INFO ON CHECKS WOULD BE A HELPFUL ADDITION TO QUICKEN FOR MAC.

Unknown

RickO said:

The ability to customize for "No Payee" prompted me to check for any transactions that don't have a payee, which in my data should not exist. This revealed a twofold problem:

1) Opening Balance Adjustment (placeholder) transactions with non-zero amounts show in the report with a blank payee even though they show in the registers with payee "Opening Balance Adjustment". They are gray (placeholder) transactions. I have three of these.

2) Opening Balance Adjustment transactions with amount = $0.00 show up in the report with an blank payee and "Opening Balance Adjustment" in the memo field. However, these transactions are not shown at all in the accounts' registers at all. I have four of these.

Going back to 5.7.x, I see the same issue. So it's not something new with 5.8, but does reveal an issue with missing transactions and incorrect register payee entries.

But report submitted in beta.

You need to use Quicken compatible checks.

They can be purchased through Quicken or through most third party check printing companies.  

smayer97

RickO said:

The ability to customize for "No Payee" prompted me to check for any transactions that don't have a payee, which in my data should not exist. This revealed a twofold problem:

1) Opening Balance Adjustment (placeholder) transactions with non-zero amounts show in the report with a blank payee even though they show in the registers with payee "Opening Balance Adjustment". They are gray (placeholder) transactions. I have three of these.

2) Opening Balance Adjustment transactions with amount = $0.00 show up in the report with an blank payee and "Opening Balance Adjustment" in the memo field. However, these transactions are not shown at all in the accounts' registers at all. I have four of these.

Going back to 5.7.x, I see the same issue. So it's not something new with 5.8, but does reveal an issue with missing transactions and incorrect register payee entries.

But report submitted in beta.

Meanwhile, you can add your VOTE for Realignment of data on checks.

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 Report Related 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.)