Quicken for Mac 2019 v5.8.1 Released

Quicken Harold

Ed said:

Two issues I have run across. First, on the web version, the total amount of my investments coincides with what shows on the desktop version, but the values of any individual usual fund is way off. In one case, it shows a negative value, and in another case, it shows a massive value, when in reality, I no longer have funds in that mutual fund. Second, I think the Windows version of Quicken has (or had) a report that would summarize the value of each security, but QMac doesn’t have that. When is that capability going to exist?

Hello Ed.

We are experiencing issues with the Web version not providing correct amounts. The issue is being worked on and this should be resolved soon, but we don't have an ETA on resolution.

We apologize for the inconvenience.

~ Quicken Harold.

Unknown

Heather Parker said:

I downloaded this update and now my bank balance is all screwed up snd I am thousands of dollars off.  How do I fix this without adding in a manual adjustment?

I agree as well - I have used Quicken for over 20 years and have never seen so much progress in a short amount of time.    This new system of moving toward only working with 1 version of software with updates was a brilliant move - freeing up the developers to focus on the single product updates (or 2 if you consider Windows/IOS).    The communication and customer service is impressive as well - that was not the case while Quicken was owned by Intuit.    

Scott Schmidt

Hi Marcus-

PLEASE consider fixing this import problem:

This is a bit subtle, but long-time QM2007 users will understand.

I recently purchased QM 2018 and imported my data, including investment transactions, from QM2007.  The account balances in almost all investment accounts did not match between the QM2007 and QM2018 files after import.  I investigated, and determined that there is an inconsistency in the way data is handled that is causing this problem.  Please let me explain.

When entering QM2007 investment transactions, there are four fields that are entered in the register - number of shares, $ amount of transaction, commission, and share price.  The share price is back-calculated from the first three parameters.  Occasionally if one of the first three fields is edited during the transaction entry, the share price does not get updated properly and the transaction ends up being entered with this field having an incorrect value (i.e. it is not consistent with the shares/$/commission fields).  This is no big deal because this share value doesn't seem to be used for much in QM2007.

However, when importing this faulty transaction into QM2018, the total transaction cost is calculated from the number of shares, commission, and the (possibly incorrect) share price.  This results in the transaction $ amount being incorrect, and the account cash balance starts to diverge from that in the QM2007 register.  

I don't know why QM2007 doesn't consistently update the share price field, but it doesn't always happen.  A better way to do the import is to import and use the QM2007 shares/$/commission fields and then calculate the share price.  This method would eliminate the possibility of a faulty QM2007 share price from initiating  this problem.  

One workaround, of course, is to edit the transaction $ value in QM2018 after import, but in 20 years of QM2007 data, just finding all of these instances is a very large task.

Please review this issue and then consider revising the import code to eliminate the problem.  

Thanks-
Scott Schmidt

john miller

Michael Wolfe said:

Quicken Harold. do your comments apply USAA (Care Code ccscrape. 180)? see my comment yesterday above. Thanks

I would like tp update Quicken to 18 04 19 version but I am having trpube  presentyl using my Quicken 2017 version to switch  back  to Regular Checking account.   it on sanitized version and  cannot get it  to switch back.( not sure what sanitizing means or will help me)   I use quicken simply for checking account.  and to keep record for taxes at year end. No on line to Banking.  Simple use!  will order newer version of Quicken when program is properly working.  Havee used Quicken for over 20 years.

john miller

Michael Wolfe said:

Quicken Harold. do your comments apply USAA (Care Code ccscrape. 180)? see my comment yesterday above. Thanks

Can yo9u help me swiwit back to regular checking Account. ---johnalmiller1@gmail .com

Quicken_Tyka

Michael Wolfe said:

Quicken Harold. do your comments apply USAA (Care Code ccscrape. 180)? see my comment yesterday above. Thanks

Hey John,

Can you try going to FILE and then choosing OPEN RECENT.

There will be a list of files underneath the open recent option, see if one of those is your file.

Let me know if you need more help!

-Quicken Tyka

Unknown

Ed said:

Two issues I have run across. First, on the web version, the total amount of my investments coincides with what shows on the desktop version, but the values of any individual usual fund is way off. In one case, it shows a negative value, and in another case, it shows a massive value, when in reality, I no longer have funds in that mutual fund. Second, I think the Windows version of Quicken has (or had) a report that would summarize the value of each security, but QMac doesn’t have that. When is that capability going to exist?

What about the summary report of investment values in QMac? Is that being worked on?

smayer97

Scott Schmidt said:

Hi Marcus-

PLEASE consider fixing this import problem:

This is a bit subtle, but long-time QM2007 users will understand.

I recently purchased QM 2018 and imported my data, including investment transactions, from QM2007.  The account balances in almost all investment accounts did not match between the QM2007 and QM2018 files after import.  I investigated, and determined that there is an inconsistency in the way data is handled that is causing this problem.  Please let me explain.

When entering QM2007 investment transactions, there are four fields that are entered in the register - number of shares, $ amount of transaction, commission, and share price.  The share price is back-calculated from the first three parameters.  Occasionally if one of the first three fields is edited during the transaction entry, the share price does not get updated properly and the transaction ends up being entered with this field having an incorrect value (i.e. it is not consistent with the shares/$/commission fields).  This is no big deal because this share value doesn't seem to be used for much in QM2007.

However, when importing this faulty transaction into QM2018, the total transaction cost is calculated from the number of shares, commission, and the (possibly incorrect) share price.  This results in the transaction $ amount being incorrect, and the account cash balance starts to diverge from that in the QM2007 register.  

I don't know why QM2007 doesn't consistently update the share price field, but it doesn't always happen.  A better way to do the import is to import and use the QM2007 shares/$/commission fields and then calculate the share price.  This method would eliminate the possibility of a faulty QM2007 share price from initiating  this problem.  

One workaround, of course, is to edit the transaction $ value in QM2018 after import, but in 20 years of QM2007 data, just finding all of these instances is a very large task.

Please review this issue and then consider revising the import code to eliminate the problem.  

Thanks-
Scott Schmidt

Yes, this was documented by Scott Schmidt 9 months ago here:
Import of QM2007 Investment Transactions

and added to the detailed list of issues still needing to be dealt with to enable many QM2007 users to migrate to the modern version of QMac, as documented here:
List of Obstacles and Hindrances for Migrating from QM2007 or QWin to Quicken for Mac

Please do review this to make the migration possible before QM2007 users are stuck by the next macOS upgrade next Fall 2019.

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

CUITCNY

I have been using Quicken on the Web for about two weeks and find that it works quite well--after a rocky start.  It is very nice tool for adding receipts and expenses when travelling.  When I Sync Mobile, the attachments and transactions are properly placed within desktop Quicken for MAC 2019.

It is really a very nice interface.

Two other points:  1) Is it possible to have a "Payees" editing dashboard on Quicken of the Web, like in Quicken Desktop?  2) Does the web-based "Investment Portfolio work with Quicken for MAC 2019?  It seems that the Investment Portfolio web-based screens do not have any data on investment; the investment data is only on Quicken on the Web.

The Quicken team has done a wonderful job with the web interface.  I wonder if the Quicken desktop for MAC 2019 can have considerably more flexible report formatting and sorting options.

Unknown

Hello! Ever since the update, every time I try to synch/update my accounts, I get the following dialog. That's a lot of errors (535) with no obvious resolution. Clicking *Update Now* just brings me back to the same state. Eventually I will get an alert telling me to delete all my cloud data, and I do that. Then then next I synch/update, it happens all over again. I have not seen any ill-effects, but it is a real time-waster.

Unknown

John Morrow said:

On little suggestion for the next release: how about activating the <space> key to clear transactions int he Reconcile window? I miss this from Microsoft Money and, I believe, earlier versions of Quicken. It's really a lifesaver when the list of transactions is long and you methodically clear them one by one.

Any other key would do of course, as long as it's easy to type and remember.

<Enter> on QM opens the transaction for editing.

CUITCNY

All investment accounts have disappeared from Quicken on the Web, again.  This is third time I have logged into account on the web and the Investment information is missing.

Unknown

I just updated my MacBook Pro with Mojave and suddenly Quicken won't work.  I get the message
"Please re-set up this account for download."  Then when I try to re-set up the account, this error comes up:  

Sync Error Warning

Quicken encountered an error while communicating with our servers.

Try again later. If the error persists, contact Quicken Support.

Unknown

Quicken can longer sync my accounts (Bank of America, AMEX, Fidelity, etc.) following the update. Even manually updating with the downloaded transactions doesn't work.  Ideas? 

Unknown

Quicken 2019 is an embarrassment to Quicken. I have over 15 years of transaction in Quicken, from when I migrated my Microsoft Money database to Quicken.

My Windows Premier Quicken 2019 is a complete and utter steaming pile of garbage. I cannot even OPEN it on my Desktop without it freezing. On my virtual machines on my Mac (running Windows 10 Pro), it is barely functional.

This is the worst update since I switched to Quicken.

Don't you realize that some of us rely on Quicken to manage our finances and it's IMPORTANT not to break things?

Don't tell me that "Nothing Changed" when the internet & forums are rife with complaints about everything being broken. The worst part is that we can't even REVERT because of your subscription model.

You should be embarrassed as a company.

jacobs

Luke Saladyga said:

Quicken 2019 is an embarrassment to Quicken. I have over 15 years of transaction in Quicken, from when I migrated my Microsoft Money database to Quicken.

My Windows Premier Quicken 2019 is a complete and utter steaming pile of garbage. I cannot even OPEN it on my Desktop without it freezing. On my virtual machines on my Mac (running Windows 10 Pro), it is barely functional.

This is the worst update since I switched to Quicken.

Don't you realize that some of us rely on Quicken to manage our finances and it's IMPORTANT not to break things?

Don't tell me that "Nothing Changed" when the internet & forums are rife with complaints about everything being broken. The worst part is that we can't even REVERT because of your subscription model.

You should be embarrassed as a company.

Luke, this forum is basically a user-to-user forum. You can vent your frustrations here, but they may not be read by the people at Quicken who you want to see them. One thing you can do, if you wish, is visit this page and click the link at the top to "Send an email to the Office of the President". I can't say it will change things, but at least it will be read by someone at Quicken. and you might get an email back offering to set up a call with a technical specialist to work with you on the problems you're encountering.

I'd also just note that you posted your comment in a thread about Quicken Mac, and it appears you're running Quicken Windows. The programs are quite different, and have different sets of problems. I don't know what has changed in the latest release of Quicken Premier for Windows because I'm a Mac user only; I'm just pointing out that the comment from the product manager above that offended you about minimal changes in the Quicken 2019 release were about Quicken Mac, not Windows.

Finally, if you're mainly interested in venting about problems, that's your right. If you're interested in getting help with specific problems you're encountering, you can post a new thread in this forum with more details about the specifics, or utilize Quicken phone or chat support. Yes, there are certainly ongoing problems with Quicken, especially with ever-changing, whack-a-mole-like connectivity issues with banks. But it's also worth noting that although those problems are posted on this site, there are hundreds of thousands of users for whom Quicken is working well (or perhaps "well enough"). Every time one of us deals with a problem in with Quicken, it's easy to throw up our hands in frustration and question "why didn't they see this and fix this?!", but in some cases the problems are unique to a user's (or a small group of users) set-up or data file. 

QuickPeter

Hello Marcus, thanks for the recent email telling us about the availability of Quicken for Mac 2019


I’m in the UK and have been using Quicken for Mac for about 5 years or so (and Q8 for DOS many years before that).


I’m interested in the feature “NEW Manage your money on the go across desktop + web + mobile” but the small print at the end of your email suggests that we can’t use this if we’re outside of the US. Is that right?



Thanks, QuickPeter

smayer97

QuickPeter said:

Hello Marcus, thanks for the recent email telling us about the availability of Quicken for Mac 2019


I’m in the UK and have been using Quicken for Mac for about 5 years or so (and Q8 for DOS many years before that).


I’m interested in the feature “NEW Manage your money on the go across desktop + web + mobile” but the small print at the end of your email suggests that we can’t use this if we’re outside of the US. Is that right?



Thanks, QuickPeter

I do not see why there would be any limitations on QWeb from anywhere, except the usual limitations that it will only work with US and CA banks and FIs. It is only QMobile that is currently limited to the US and CA app stores, so it is harder to download unless you are able to register with those stores. 

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

jacobs

QuickPeter said:

Hello Marcus, thanks for the recent email telling us about the availability of Quicken for Mac 2019


I’m in the UK and have been using Quicken for Mac for about 5 years or so (and Q8 for DOS many years before that).


I’m interested in the feature “NEW Manage your money on the go across desktop + web + mobile” but the small print at the end of your email suggests that we can’t use this if we’re outside of the US. Is that right?



Thanks, QuickPeter

The footnotes and disclaimers on Quicken.com says expressly: “Quicken for Mac software and the Quicken App are not designed to function outside the U.S.” I don't know if this is just to try to discourage users in other countries without going into detail about the inability to use financial institutions outside the US and Canda, or if there are other technological limitations, like encryption functionality that Quicken may use and be restricted to the US.

QuickPeter

QuickPeter said:

Hello Marcus, thanks for the recent email telling us about the availability of Quicken for Mac 2019


I’m in the UK and have been using Quicken for Mac for about 5 years or so (and Q8 for DOS many years before that).


I’m interested in the feature “NEW Manage your money on the go across desktop + web + mobile” but the small print at the end of your email suggests that we can’t use this if we’re outside of the US. Is that right?



Thanks, QuickPeter

jacobs & smayer97, that’s all really helpful thank you.

“It is only QMobile that is currently limited to the US and CA app stores, so it is harder to download unless you are able to register with those stores. ”

That’s a good point and I did not realise that and that is going to be the problem I think here in the UK

It is not a show-stopper for me and I could live without it as my needs are quite minimal.


QuickPeter

Unknown

jrd4849 said:

The Quicken Web app looks nice but unfortunately my three USAA accounts won't sync to the web version. The same situation exists on the mobile app. Everything works ok on the regular Quicken for Mac app.

Quicken Jeff: Sorry I didn't notice this earlier--->

None of the 3 accounts are hidden in the desktop version. The accounts seem to update after using the desktop version, but in Both the App, and Online Quicken there are consistent indicators of a problem. 

In the App an orange exclamation point followed by "3 of your accounts need attention" leading to: " Connectivity Error: Swipe to fix. " Swiping to fix results in: We are unable to connect to USAA Federal Savings Bank at this time. Please try again later." In addition, If I go to accounts under preferences, I get orange exclamation point: This account needs your attention Try Again/ USAA Federal Savings Bank/ Last updated 1 month ago/ a list of the 3 accounts. Trying again does nothing. If I tap the exclamation point on this screen I get: "We are unable to connect to USAA Federal Savings Bank at this time. Please try again later . . . Care Code ccscrape 180"

At Quicken online I see a red exclamation point next to each of my 3 USAA Accounts. If I click on the exclamation point i get "This account needs you attention.  "We are unable to connect to USAA Federal Savings Bank at this time. . . . Care Code ccscrape 180." In addition if I click on the circular (sync?) arrow in the upper left of the page I get: red exclamation point: This account needs your attention Try Again . . . We are unable to connect to USAA Federal Savings Bank at this time . . . Care Code ccscrape 180" (to no avail)

The desktop version is working, and connecting, to USAA correctly using direct connect (preferred with USAA)-- so I believe my credentials are correct. I've tried using Quicken connect without success.

Unknown

jrd4849 said:

The Quicken Web app looks nice but unfortunately my three USAA accounts won't sync to the web version. The same situation exists on the mobile app. Everything works ok on the regular Quicken for Mac app.

Quicken Jeff: Sorry I didn't notice this earlier--->

None of the 3 accounts are hidden in the desktop version. The accounts seem to update after using the desktop version, but in Both the App, and Online Quicken there are consistent indicators of a problem. 

In the App an orange exclamation point followed by "3 of your accounts need attention" leading to: " Connectivity Error: Swipe to fix. " Swiping to fix results in: We are unable to connect to USAA Federal Savings Bank at this time. Please try again later." In addition, If I go to accounts under preferences, I get orange exclamation point: This account needs your attention Try Again/ USAA Federal Savings Bank/ Last updated 1 month ago/ a list of the 3 accounts. Trying again does nothing. If I tap the exclamation point on this screen I get: "We are unable to connect to USAA Federal Savings Bank at this time. Please try again later . . . Care Code ccscrape 180"

At Quicken online I see a red exclamation point next to each of my 3 USAA Accounts. If I click on the exclamation point i get "This account needs you attention.  "We are unable to connect to USAA Federal Savings Bank at this time. . . . Care Code ccscrape 180." In addition if I click on the circular (sync?) arrow in the upper left of the page I get: red exclamation point: This account needs your attention Try Again . . . We are unable to connect to USAA Federal Savings Bank at this time . . . Care Code ccscrape 180" (to no avail)

The desktop version is working, and connecting, to USAA correctly using direct connect (preferred with USAA)-- so I believe my credentials are correct. I've tried using Quicken connect without success.

RCinNJ

When I opened QM 5.8.1 today I received notice for a 5.8.2 update. However, the list of changes didn't show any 5.8.2 specific fixes or improvements. I didn't install it since I usually wait if it is not fixing a problem I am experiencing. I assume there are release notes available somewhere. Anyone know where to get them?

John Pane

Quicken Marcus, 

I have some requested UI improvements for data entry in transactions with lots of splits. 

1) Can you please enable the use of the up-arrow and down-arrow for moving from one amount the the adjacent one? Currently, the only keystroke action that enables such movement is multiple presses of the tab key.

2) Can you please move the calculator icon to the left side of the amount field, so that when I click on an amount that is currently not active the insertion point goes where I clicked? Alternatively, make the text in inactive amount fields and active amount fields aligned so that the text does not move when a field becomes active. Alternatively, provide a preference so that the use can choose not to have the calculator button shown. Currently, when the field becomes active the text shifts left causing the insertion point to go somewhere different than where I clicked.

Thanks,
John

jacobs

RCinNJ said:

When I opened QM 5.8.1 today I received notice for a 5.8.2 update. However, the list of changes didn't show any 5.8.2 specific fixes or improvements. I didn't install it since I usually wait if it is not fixing a problem I am experiencing. I assume there are release notes available somewhere. Anyone know where to get them?

Rich, on the software update notice, it lists what's new, and the last item says 5.8.2 fix; if you click the + to open it, it says: "Fixed a crash that could occur when closing a window or quitting Quicken."

John Pane

jsurpless said:

Quicken Web definitely sounds pretty cool but unfortunately, there appear to be balance discrepancies between it and my Quicken app.  It seems to be limited to my checking and credit card accounts, although one savings account is slightly off.

Any thoughts on why this might be?

I am also seeing discrepancies in account balances between the Application and the Web. These include my checking account, a credit card, and a loan. This was true immediately after a Sync.

I would like to see a preference that lets me have it go directly to the transactions view upon login.

maryellenwalter

RCinNJ said:

When I opened QM 5.8.1 today I received notice for a 5.8.2 update. However, the list of changes didn't show any 5.8.2 specific fixes or improvements. I didn't install it since I usually wait if it is not fixing a problem I am experiencing. I assume there are release notes available somewhere. Anyone know where to get them?

STEP AWAY FROM THE UPDATE - I am unable to sync any accounts post update.

jacobs

RCinNJ said:

When I opened QM 5.8.1 today I received notice for a 5.8.2 update. However, the list of changes didn't show any 5.8.2 specific fixes or improvements. I didn't install it since I usually wait if it is not fixing a problem I am experiencing. I assume there are release notes available somewhere. Anyone know where to get them?

MaryEllen, I wouldn't warn others away from the update unless there are multiple reports of the same problem... which I have not seen so far. I appreciate that you're experiencing a frustrating problem, but it doesn't mean that others are.

My unscientific observation is that bank connectivity problems have increased in frequency, and I think more of the problems stem from more frequent bank security updates than Quicken programming problems. (Most of the problems tend to get resolved without the software being updated.) Sometimes Quicken needs to update their server code to match a change by a bank; sometimes they need to reach out to the bank to get something tweaked. And those interactions are generally taking place via Intuit, who runs the server connection systems. So there are a lot of variables, and with more than 14,000 financial institutions, it's not surprising that some get broken every week. It's just an inherently imperfect system, unfortunately.

Usually, the best thing to do in these cases is to contact Quicken Support, preferably by phone, because they can connect to your computer to see what you're seeing, exhaust several lines of testing, and then kick the problem over to the connectivity team if they verify there's a problem that's not unique to your data and settings. I know that's not completely satisfactory, but don't shoot the messenger -- I'm just trying to suggest how you can best try to get help with these connectivity problems.

smayer97

RCinNJ said:

When I opened QM 5.8.1 today I received notice for a 5.8.2 update. However, the list of changes didn't show any 5.8.2 specific fixes or improvements. I didn't install it since I usually wait if it is not fixing a problem I am experiencing. I assume there are release notes available somewhere. Anyone know where to get them?

maryellenwalter's warning is a fair one... it gives other users pause to consider whether to update or at least take precautions. Sure, it does not mean all or many will experience the same thing. Only time can tell that. The first reports can never tell the trend. So users should not be dissuaded from or feel bad about reporting their experience.

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

Snoopy FC

RCinNJ said:

When I opened QM 5.8.1 today I received notice for a 5.8.2 update. However, the list of changes didn't show any 5.8.2 specific fixes or improvements. I didn't install it since I usually wait if it is not fixing a problem I am experiencing. I assume there are release notes available somewhere. Anyone know where to get them?

Tried it.  No problems.