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Happy to hear that others have been more successful with the upgrade - I wish I had the same experience as you @SnoopyFC. I have no problem eating crow when necessary but I have also seen others who have expressed harsher views without reprimand. I am just frustrated that Quicken is not working again and I used to be able to rely on it without issues for years when I was on the WIndows platform.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?
Hi, I also have Citizens Bank and had a similar issue. Try resyncing with Quicken Connect to Citizens Bank-Not Your TypicalBank. It fixed my issue!maryellenwalter said:Citizen's Bank - MidAtlantic won't sync despite entering ID and password. I recall in the past that I had to use a different "special" log-in for Citizen's Bank and Quicken but that does not work either. I have Direct Connect set up for these four accounts.
Darn - I got as far as entering the answer to my secret question then the dreaded:maryellenwalter said:Citizen's Bank - MidAtlantic won't sync despite entering ID and password. I recall in the past that I had to use a different "special" log-in for Citizen's Bank and Quicken but that does not work either. I have Direct Connect set up for these four accounts.
Quicken encountered an error while communicating with our servers.
Try again later. If the error persists, contact Quicken Support.@smayer97, I absolutely agree users should be encouraged to report their experiences. I was only saying that users should not announce to the world that an update is fatally flawed based on their experience alone; only multiple problem reports can establish a problem others should be made aware of.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?
Just a general comment: I switched from Windows version to MAC version in 2015. I have found the MAC version to be very robust and the MAC interface is more appealing to me. There is a continuing issue with downloading information from financial institutions but this seems to also occur in the Windows version, judging from Support site for Quicken Windows.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?
I have worked in IT for 22 years at global company of 80K employees and hundreds of thousands of business users so I am not naive to technology and points of failure. You have missed my point that every upgrade breaks multiple financial institution connections for me. Every time. And the instructions from Quicken are to disconnect/deactivate and then reconnect/activate which is time consuming and does not always work. I now have a financial app that will not connect to any of my financial institutions, again. Even if I am one in a million with this constant issue, it is still an issue for me and I am entitled to being frustrated. As for providing feedback to whether one should upgrade or wait, we are all able to respond as we see fit. If I want to purchase something, one negative feedback is not going to dissuade me. I’m not sure how this turned into my needing to defend my response versus getting help with my issue.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?
I'm sure there are other articles that address this but I'm sorely disappointed in the Mac version to the point of turning off the auto renew and looking for an alternative tool after more than two decades. Changed from a PC when it died a few months ago in part because I was doing nearly everything else successfully on Mac and iOS products. I liked Quicken for decades as it worked on Windows. But the Mac version fails to sync with banks half the time. It works one day then a week later it fails again. missing transaction, can't sync with existing accounts and wants to open new ones. Edits often disappear. Wasting my time instead of being a reliable tool. Finding customer service takes forever with endless loops and when I try a phone number I find they are closed anyway. When I sit down with a tool that worked for decades, I don't expect to waste an hour and know I have screens that are still unusable.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.
Quicken Harold. Thanks.Michael Wolfe said:Quicken Harold. do your comments apply USAA (Care Code ccscrape. 180)? see my comment yesterday above. Thanks
Which version did you upgrade from? I had issues with the 2018 version to the point where I went back to 2016. It was not correctly dealing with a holding account (one where I would transfer money and then pay something, so it's an account that should have a zero balance most of the time).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 am really enjoying the Mac version and the transition was pretty easy moving my data from the Windows version. I have found one thing I miss and that is the ability to Move a transaction which was mistakenly put in the wrong account to another. For now it looks like it has to be deleted and recreated in the correct account. Turns out I make the snafu more often that I thought.Michael Wolfe said:Quicken Harold. do your comments apply USAA (Care Code ccscrape. 180)? see my comment yesterday above. Thanks
If the issue pertains to a cash or credit card account you can simply drag the transaction from the register over to the correct account on the left side. This simple solution does not work with investment accountsbobsully said:I am really enjoying the Mac version and the transition was pretty easy moving my data from the Windows version. I have found one thing I miss and that is the ability to Move a transaction which was mistakenly put in the wrong account to another. For now it looks like it has to be deleted and recreated in the correct account. Turns out I make the snafu more often that I thought. There are new ways of doing things with the budget, but I think it will be an improvement. I miss the Morningstar feature that let me dig deeper in my investments and analyze them.
Command+N is one keystroke, the same as Enter. How is that less efficient?DAldinger said:I've recently updated from Quicken 2007 for Mac to the Quicken 2018 for Mac. I really miss how I used to be able to hit return to enter a transaction and have it move into a new transaction line. Now I have to use command +N or the (+New) button to enter a new transaction. Not as efficient as it use to be. If possible could this be added as an option for future updates?
New to both Mac and Quicken for Mac, so thank you so much for this revelation. You have provided a solution I will no doubt use often.bobsully said:I am really enjoying the Mac version and the transition was pretty easy moving my data from the Windows version. I have found one thing I miss and that is the ability to Move a transaction which was mistakenly put in the wrong account to another. For now it looks like it has to be deleted and recreated in the correct account. Turns out I make the snafu more often that I thought. There are new ways of doing things with the budget, but I think it will be an improvement. I miss the Morningstar feature that let me dig deeper in my investments and analyze them.
BTW, you can highlight one or more transactions at a time and drag and drop them. To select contiguous transactions (all in a row), click on the first one, scroll to the last one and while holding down the shift key, click on the last one. This will select all the ones in between, including first and last.bobsully said:I am really enjoying the Mac version and the transition was pretty easy moving my data from the Windows version. I have found one thing I miss and that is the ability to Move a transaction which was mistakenly put in the wrong account to another. For now it looks like it has to be deleted and recreated in the correct account. Turns out I make the snafu more often that I thought. There are new ways of doing things with the budget, but I think it will be an improvement. I miss the Morningstar feature that let me dig deeper in my investments and analyze them.
But if you want to count your interest in such a feature, you can add your VOTE for theDAldinger said:I've recently updated from Quicken 2007 for Mac to the Quicken 2018 for Mac. I really miss how I used to be able to hit return to enter a transaction and have it move into a new transaction line. Now I have to use command +N or the (+New) button to enter a new transaction. Not as efficient as it use to be. If possible could this be added as an option for future updates?
Fix update. I followed the workaround mentioned by an earlier user. For each security that is inaccurate - enter an Add Shares transaction. You can enter zero shares. Save it, and the security position will be recalculated for that security. If you are done, delete the Add Shares transaction. If you have more securities to fix, reuse the dummy Add Shares transaction by changing to the next security you want to fix and save it. Keep repeating until done.Phil Pifer said:Portfolio inaccurate. I've run into a problem recently that I'd never seen before, but in the forum I see it has been reported occasionally by users back to v 5.5. I have a brokerage account that is accurate up through Oct 31, but all stock purchases in November are not showing up in Portfolio view. They are shown in transactions, but the shares are not appearing in Portfolio view. The cash is properly debited in Portfolio view, so the transaction is registering but the share count is not reflected. The share count does not show on the buy record in transaction view either - it is blank. Some of these purchases are increases to security positions I already had, and some are new securities. In either case, the new purchase is not reflected and the portfolio shows all securities held Oct 31. I'm now running Mac 2019 5.8.2 and this may have occurred with that update, since Quicken support seems to believe the problem was fixed with updates to v 5.5
That is AWESOME! Just tried it in QM 2017 and it worked!bobsully said:I am really enjoying the Mac version and the transition was pretty easy moving my data from the Windows version. I have found one thing I miss and that is the ability to Move a transaction which was mistakenly put in the wrong account to another. For now it looks like it has to be deleted and recreated in the correct account. Turns out I make the snafu more often that I thought. There are new ways of doing things with the budget, but I think it will be an improvement. I miss the Morningstar feature that let me dig deeper in my investments and analyze them.
so how do I install it without a disc driveEd 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?
How do I install quicken 2019 without a disc drive in my MAC computerEd 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 Karen, appreciate your question.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?
lablover57, please provide more information. What kind of an account is it? Where do you see the balance in QM? What version of QM are you using? The fact that I don't see other's reporting what you describe suggests it's not normal.lablover57 said:I have had an issue with the math. Yes, I go through the transactions and the balance I have on my calculator is totally different from what Quicken has as a balance. I have to remove the account and then add a new account. Balance is then restored to the right amount. Please fix this issue.
Latest Mac build/checking account. Well, it happens to me. I downloaded the latest on my checking (It was last Tuesday), it stated that I had $85 dollars in checking. I went online to Capital One to double-check and the balance was actually $585. I had to delete the account and add the checking account. After that, the balance was the same. Happens about twice a month.lablover57 said:I have had an issue with the math. Yes, I go through the transactions and the balance I have on my calculator is totally different from what Quicken has as a balance. I have to remove the account and then add a new account. Balance is then restored to the right amount. Please fix this issue.
This thread is for a previous version. Follow you issue along in this thread:zaconline said:Are you working with Synchrony Bank to add them to the list of supported banks?
Until recently I had to manually import downloads from Synchrony Bank. Then, more recently I was able to download, but there is an issue with getting duplicate entries after I have manually renamed a transaction. The transaction gets a new Sync ID and often the Fl payee name is different. I can't talk to the bank about it because they say they do not support Quicken downloads. I have had the duplicate problem occasionally with B of A, but Synchrony has been a consistent problem recently. This appears to happen only with external transactions/transfers and not with internal transfers between Synchrony accounts or with things like interest. I have screenshots of this, which I take each time before I manually delete the duplicate.
I did notice that last night the sync failed with the bank, but worked this morning and then I saw the duplicates for transactions from 2 different banks and all external transfers for this month.
I am currently using Quicken for mac 2019 Version 5.9.1 (Build 59.25139.100).