Quicken for Mac v5.12 Released
Comments
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I definitely like the new ability to quickly modify the date and/or amount of the next scheduled transaction without impacting future scheduled transactions. This is a time and click saver. However, something strange occurs if that scheduled transaction is a split. You can quickly change the overall amount of a split using this shortcut, but Quicken 5.12 does not immediately update any split amounts, so the sum of splits is now in disagreement for the modified transaction. This seems inconsistent with the way Quicken has worked previously. As a test I manually marked the modified scheduled split as paid, just to see what happens. At the point of payment Quicken 5.12 now inserts an additional split amount making up the difference. I presume at that point you would have to go into the transaction and modify the splits to reflect reality. This is not typically the way I would prefer to work - I would rather make the change up front and not defer the edits until after payment.
I have another comment on the new UI for scheduled transactions. It seems that you cannot simultaneously adjust the total scheduled amount and the splits amounts in one dialog box. You first have to set the total, then open the splits dialog to set those. This may result in some back and forth if either side needs adjusting. The previous method of reusing the splits editor for scheduled transactions made all amounts accessible in one pane, allowing easy total and splits adjustment back and forth. I am concerned the new method may be less user friendly.
Finally, I do miss the ability to select specific months for scheduled transactions (i.e. not all months of the year). I guess I was one of the few who used this feature and after upgrade I have a bunch of singleton scheduled transactions for each month of the year where I have future payments. This will be a pain to maintain going forward, as now I will have to update $ amounts for 5 or 6 separate monthly scheduled transactions vs. only a single one with a specific monthly schedule. This change makes things worse not better for me.1 -
The way renaming rules work is that you can use either the Quicken Name or the Statement Name to define the rule. Both work on downloading a transaction. The difference is that the Quicken Name is more restrictive in that the entire Quicken Name is used to trigger the renaming. For a Statement Name you can define portions of the name to use in the rule so you have more flexibility. The Statement Name is the name that the bank gives the transaction and is usually quite convoluted and long sometimes spanning both the Payee Name and Memo fields. The Quicken Name is typically the nice name that our aggregation service gives it but they don't always do a good job and they will sometimes fall back on the crazy statement name. In any case, all rules are applied to new downloaded transactions.RCinNJ said:
This confuses me. Are you saying that after I change the name to what I want for a recurring download, future downloads will use the words from the FI? If this is the case I don't see the point in changing anything. I feel I must be misunderstanding something.Concordman said:This is how I understand it, by the way I welcome all comments from the Quicken folks if I am not reading this correctly.What I have observed using the renaming rules is if I set the feature to the Quicken name I am able to change existing and past transactions. New transactions require that I have to use the credit card statement name .I played with this for a little while and observed that the name provided by your credit card statement will overrule what quicken thinks/ wants to use. Hope this helps0 -
We have not added the boughtx or soldx types from Quicken Windows but I thought we converted better than you described since this can be represented by 2 separate transactions - one for the buy and the other for the transfer. Are your accounts single-mutual fund accounts or a 401K account without cash? It's possible we may have problems with these types of accounts on import but I don't know specifically.Don Awalt said:@Quicken Marcus have the BoughtX and SoldX transaction types been implemented in Mac, or at least will they convert properly if migrating from QWin? The last time I tried a conversion from the Windows version my transaction registers were so out of balance from 20 years of these transaction types there was no chance of having a workable file without starting over and giving up transaction history. Thanks!0 -
Tom, can you describe in more detail about what you're doing? Are you trying to edit the instance, the transaction or the scheduled transaction model? We never allowed one to edit the instance before so this is new. In beta, we noticed a number of people got confused between the instance and the transaction and I think this may be the case you're running into. What you want to do to mirror previous behavior is to simply click the Mark As Paid button on the mini-toolbar to convert the scheduled transaction instance into a transaction. Once it's a regular transaction you can work with it like any transaction. Click details and edit splits.Tom Anderson said:I posted this elsewhere and it was suggested that I include this in the release comments forum, too.
Getting to the details of a scheduled task is now a convoluted mess. It used to be simple to highlight one of these and select edit transaction wherein the split details could be modified rather easily - now you have to jump through hoops and it is not clear what to do. You have completely screwed this whole process up = what are the current instructions????? The problem with programmers is that they have their own thought flow of what is needed to complete a task. In so doing, it may be the architecture of the program and not the logic of what is needed to complete a task. Fundamentally, choose a scheduled transaction - want to change values of portions of the split list for a future (read next) cycle of the transaction. Modify one or more items in the split, adjust the overall total of the transaction, end of story. Not 10 steps with a bunch of little flags buzzing around to select. It was pretty easy before - now a MESS.0 -
James Sapp and J Mike, Can you try to change the columns by RIght Clicking or CTRL clicking the register header to see if it works the same way? We can't reproduce it here so we need more information to be able to fix it.J_Mike said:@James Sapp
Re: Columns Icon issue.
Running Version 5.12.2 on a 27" iMac/Mojave.
Am seeing same or very similar issue with Columns Icon in investment account portfolio view,
1). Click on Columns icon at lower right of display.
2). A small box with the top entry ("Actions") of the columns list appears (see screen shot)
3). Move cursor to bottom edge of the "Action: box and the full columns list scrolls up the page.
4) Only see this behavior with investment accounts. In non-investment accounts, the full column list pops up on clickong the icon.
5) Observed same behavior in Ver 5.12.10 -
That's interesting. Quicken is supposed to combine Dividend and Buy transactions into a Reinvested dividend but we had a bug where we weren't doing that properly and in some cases creating duplicate dividends that is fixed in 5.12 so it will be interesting to see if this changes for you.moski said:> @Quicken Marcus said:
> (Quote)
> In the register when looking at Reinvested Dividend transactions the amount is always 0 because there is a dividend received and then shares are purchased which results in no change from a cash perspective. Customers who are focused on dividends wanted the ability to see what dividend amount they received in the register. The Investment Amount column will display the dollar amount for the dividend. It's a really nice way to look at your dividends coming in and making sure they are the amounts you expect.
Thanks Marcus. I think maybe the reason it's less important for me is because of the way my financial institution downloads all transactions. They separate out the actual dividend first and record a new buy transaction, so I've always been seeing these dollar amounts. But as I think back to how my old institution (ML) did this, I do recall they had everything in one transaction so this feature would be more important. Cheers!0 -
We didn't touch anything in Bill Pay so it might be a change at your bank. Do you have a 9 digit zip code? We are aware of an issue with zip codes that will be fixed in an upcoming release where we're including the hyphen in the 5+4 zip codes which some banks like Chase choke on. So it's possible your bank allowed the hyphen before but then upgraded their systems and now the hyphen isn't allowed or did you edit the zip code recently on the Payee screen and added the 4 extra digits?Matthew Caswell said:UPDATE BROKE MY ONLINE BILL PAYMENTS! When I try and send a bill payment now it says the ZIP code is incorrect. Never had that issue prior to this update. Shame on me for updating!Matthew Caswell said:When I edit the payment amount and click on pay now (using bank bill pay), the bill disappears from my register.. poof.. just gone. never connects to the bank. this was a behavior in the 5.11 version as well.. Where do they go? This DOES NOT happen on every bill payee.
I don't have any ideas why a bill pay transaction would disappear. Are you clicking Pay Now in the register details panel or on Bills & Income?0 -
> @Quicken Marcus said:
> (Quote)
> Tom, can you describe in more detail about what you're doing? Are you trying to edit the instance, the transaction or the scheduled transaction model? We never allowed one to edit the instance before so this is new. In beta, we noticed a number of people got confused between the instance and the transaction and I think this may be the case you're running into. What you want to do to mirror previous behavior is to simply click the Mark As Paid button on the mini-toolbar to convert the scheduled transaction instance into a transaction. Once it's a regular transaction you can work with it like any transaction. Click details and edit splits.
Scheduled transaction - wanting to NOT FLAG as PAID to make changes on the NEXT transaction but to change some, but not all, of the splits AND have the total adjust for any differences, i.e. (sum of all splits yields transaction amount) Why do I have to mark as paid and then get to make changes - when in point of fact the transaction has yet to be completed (prior to scheduled date.) Having to mark as paid is a crutch for lousy (or lazy) programming and was not necessary in previous versions.1 -
James Sapp and J Mike, Can you try to change the columns by RIght Clicking or CTRL clicking the register header to see if it works the same way? We can't reproduce it here so we need more information to be able to fix it.J_Mike said:@James Sapp
Re: Columns Icon issue.
Running Version 5.12.2 on a 27" iMac/Mojave.
Am seeing same or very similar issue with Columns Icon in investment account portfolio view,
1). Click on Columns icon at lower right of display.
2). A small box with the top entry ("Actions") of the columns list appears (see screen shot)
3). Move cursor to bottom edge of the "Action: box and the full columns list scrolls up the page.
4) Only see this behavior with investment accounts. In non-investment accounts, the full column list pops up on clickong the icon.
5) Observed same behavior in Ver 5.12.1
Quicken Marcus
In Transaction View of an investment account;
Right-click on the register header gives the normal response; i.e., the full column list pops up.
Clicking the Columns Icon (lower right of register) gives the results displayed in the creen shot - the small box containing "action" appears.
Hoveringthe cursor over the "Action" box and making a slight downward movement causes the box to scroll up the screen (Expand upward) until the full column list is displayed.
One can then select/deselect columns - normal behavior.
Clicking on the "Action" box gives no response.
Edit....
One more tidbit;
Switch the display to Full Screen and clicking the Columns Icon gives expected response - the full list pops up.
Switch back out of Full Screen and the behavior described above returns.
This again is for Investment Account, Transaction View.
QWin & QMac (Deluxe) Subscription
Quicken user since 19910 -
Tom, you could never edit the next instance in previous versions. We didn't have that capability. This is new in 5.12. If you didn't Mark the transaction as Paid then you must have been editing the Scheduled Transaction Model which affects all future scheduled transactions. You can still do this by clicking on Edit All Instances and then clicking on the Splits button. Because of the confusion between editing the instance and editing the model, we decided to make the experience different so customers wouldn't get confused between the 2. Since editing the model is more rare, we decided to move that into a sheet so it's harder to accidentally edit the model. Editing the instance is done in the register. I think the other issue customers are expressing is that they want to edit more fields of the instance than just the Date and Amount like the splits. This makes sense but isn't currently supported primarily because Quicken Windows and the Quicken Cloud don't support it. So in summary, to work with Quicken Mac in the same way you used to requires a slightly different path but isn't that different. 1) Double Click on scheduled instance. 2) Click on Edit All Instances 3) Click on Splits.Tom Anderson said:> @Quicken Marcus said:
> (Quote)
> Tom, can you describe in more detail about what you're doing? Are you trying to edit the instance, the transaction or the scheduled transaction model? We never allowed one to edit the instance before so this is new. In beta, we noticed a number of people got confused between the instance and the transaction and I think this may be the case you're running into. What you want to do to mirror previous behavior is to simply click the Mark As Paid button on the mini-toolbar to convert the scheduled transaction instance into a transaction. Once it's a regular transaction you can work with it like any transaction. Click details and edit splits.
Scheduled transaction - wanting to NOT FLAG as PAID to make changes on the NEXT transaction but to change some, but not all, of the splits AND have the total adjust for any differences, i.e. (sum of all splits yields transaction amount) Why do I have to mark as paid and then get to make changes - when in point of fact the transaction has yet to be completed (prior to scheduled date.) Having to mark as paid is a crutch for lousy (or lazy) programming and was not necessary in previous versions.0 -
That's really interesting. I spoke to the engineer who wrote that feature and she's perplexed too. We don't really control how that menu is drawn. macOS decides where to position the menu and whether or not there's enough space to draw the menu and if there isn't enough space it will shrink it so it fits. For some odd reason, macOS thinks there's not enough space to draw the menu. I'm not sure there's anything we can do to fix that. I notice you've got a Windows VM running in the background. Could that be affecting this? Is there any other third-party utility or something that could affect window sizes. For example, I have an app called Magnet that pops windows to specific screen sizes when moving my mouse to different locations on the screen. I'm not running it now but I'll turn it on to see if it affects this. Does anyone else have ideas? Also, have you tried rebooting your computer to see if that fixes it? I guess the good news is there are ways to get around it.J_Mike said:
Quicken Marcus
In Transaction View of an investment account;
Right-click on the register header gives the normal response; i.e., the full column list pops up.
Clicking the Columns Icon (lower right of register) gives the results displayed in the creen shot - the small box containing "action" appears.
Hoveringthe cursor over the "Action" box and making a slight downward movement causes the box to scroll up the screen (Expand upward) until the full column list is displayed.
One can then select/deselect columns - normal behavior.
Clicking on the "Action" box gives no response.
Edit....
One more tidbit;
Switch the display to Full Screen and clicking the Columns Icon gives expected response - the full list pops up.
Switch back out of Full Screen and the behavior described above returns.
This again is for Investment Account, Transaction View.0 -
Our engineer who wrote all of this is on vacation so I can't double-check with him but I believe he is using the closing price of the security on the transaction date to estimate the market value on that date. If you're looking just at this account alone, there is a loss of value that needs to be estimated for IRR calculations even though that value was transferred to another account. Does that make sense?s2kdriver said:Great new 5.12 release with many new features. I particularly like the new "Investment Amount" column which shows dividend and interest reinvestment amounts. However, I have a concerns about this new feature in the case of Remove Shares transactions. I see several differences vs. 5.11 as follows:
a) For Remove Shares transactions, the Description/Category now shows number of shares removed at the market price vs. just the removed share count (as per 5.11). Adding the price here does not make sense since no purchase or sale was made. I am not sure how to interpret this.
b) Similarly, for Remove Share transactions, the new Investment Amount column shows a calculation of number of shares x market value - i.e. a net loss amount if the shares would have been written off at market price (which is odd since you would normally use cost basis for this). However, they weren't written off, just removed from an account (in my case for transfer to another account or exchanged for other shares). This Investment Amount calculation at market is potentially misleading, and I trust does not influence other more important areas like monthly net income in reports and in the overview bar chart. If so, that would be a regression and incorrect. I wonder if some other number would be more useful here such as the cost basis of the removed shares, or $0.
c) This next one may be a regression/defect: Inside the Specify Lots dialog in Remove Shares transactions, the previous behaviour in 5.11 displayed the cost basis of the removed shares for each lot and in total (in the Gain/Loss column). This was useful behaviour and provided needed cost basis information as shares were moved to a new account or exchanged for other replacement shares. Cost basis is required for complementary Add Shares transactions. The new behaviour in the 5.12 Remove Shares Specify Lots dialog seems to show Gain/Loss amounts relative to the current market price, as if there were a virtual sale of the removed shares. This is truly misleading useless information and eliminates cost basis information which is needed. Please look into this for a potential defect or unintended regression.
I have taken screen shots of example Remove Shares transactions before and after upgrade, showing differences in the Specify Lots dialog. I can provide this privately if someone from the dev team wishes to contact me.
** follow-up** After thinking about this more, the common reason for all the above issues is due to adoption of market price for Remove Shares in 5.12 vs. use of a $0 price for Remove Shares in 5.11 and earlier. From my perspective and for reasons stated above, market price is the wrong choice. Better choices would be either a) cost basis or b) retain a $0 price as per earlier releases.
On your specify lots point, I'm not sure I've set it up in a way to see the issue. I think I'll need more specifics or screenshots.0 -
For auto-categorization issues, customers should look in Preferences : Connected Services and make sure the "Automatically improve the quality of downloaded payee names and categories" checkbox is checked. If it's not checked, we don't do auto-categorization.mrhargro said:Was so excited b/c I thought this release had auto categorizing based on previous behavior, but no. I actually never have issues with the payee name.
There are recategorization that I basically have to do every day, and wish i didn't. E.g. I've created a Category for Amazon, b/c unfortunately I spend a lot of money there. Anything with Payee gets that Amazon category, but I have to do that every day. Wish I could do what you did with the Payee to that categorization.
Hoping this release is an iteration in that direction.0 -
Just updated - flawless
I was hoping for an enhancement in reports that would give me a Liquidity Report.
I want to have rows of selected asset accounts with their respective totals.
Have not been able to get this done at this time!
Am I missing something?0 -
But that only works with Quicken's pre-defined categories, right? It seems what many users expect, or want, is to be able to categorize a transaction the way they want, and to have Quicken "learn" and do it the same time they have a transaction from the same Payee.Quicken Marcus said:For auto-categorization issues, customers should look in Preferences : Connected Services and make sure the "Automatically improve the quality of downloaded payee names and categories" checkbox is checked. If it's not checked, we don't do auto-categorization.Quicken Mac Subscription • Quicken user since 19933 -
After the update last night, the budgets tab now defaults to August 2018. I now need to tab through 12 months of history every time I move away from the tab. What should I do to correct the problem? Someone from support via chat said to delete the file and start over....that would be terrible!1
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I installed Version 5.12.2 (Build 512.29221.100) yesterday, and I regret to say that this is a very bad version. So many obvious problems that it looks like it was released without testing.
For example; category totals are wrong when using accounts with different currencies ($ and Euro), after syncing my Amex carts the balance is wrong.
This is not worthy of my annual subscription payment. Deteriorating quality and still important functions missing (e.g. automatically adjust credit car monthly payment to pay full balance).
Can I roll back to the previous verion until the 5.12 works?1 -
> @Quicken Marcus said:
> (Quote)
> Tom, you could never edit the next instance in previous versions. We didn't have that capability. This is new in 5.12. If you didn't Mark the transaction as Paid then you must have been editing the Scheduled Transaction Model which affects all future scheduled transactions. You can still do this by clicking on Edit All Instances and then clicking on the Splits button. Because of the confusion between editing the instance and editing the model, we decided to make the experience different so customers wouldn't get confused between the 2. Since editing the model is more rare, we decided to move that into a sheet so it's harder to accidentally edit the model. Editing the instance is done in the register. I think the other issue customers are expressing is that they want to edit more fields of the instance than just the Date and Amount like the splits. This makes sense but isn't currently supported primarily because Quicken Windows and the Quicken Cloud don't support it. So in summary, to work with Quicken Mac in the same way you used to requires a slightly different path but isn't that different. 1) Double Click on scheduled instance. 2) Click on Edit All Instances 3) Click on Splits.
Seems that I was doing just what you claim I could not. Even if I was grabbing the model and all future transaction dates - was a lot easier = I just tried your alternative universe solution to editing and all I can get to is a details dialog window. This dialog has Details and Schedule - nothing more and not a clue of a button for splits. So I do not believe your described process is functional. Marking the next scheduled instance of this transaction is a crutch for following how things are paid as far as I am concerned. I do see that by marking a transaction like this leads to allowing the splits to be edited. I don't see why you cannot have the flexibility to make the (not marked as paid) transaction editable. This represents the more real life flow of a transaction like this. There are or should be two types of scheduled transactions - a fixed path for every future transaction and one that follows a date, but the detailed splits vary. The first may be similar to a mortgage payment, the second could well be credit card payments where say the outstanding balance is paid. Or the case I use where rent payment includes various utilities, too.0 -
> @Quicken Marcus said:
> (Quote)
> For auto-categorization issues, customers should look in Preferences : Connected Services and make sure the "Automatically improve the quality of downloaded payee names and categories" checkbox is checked. If it's not checked, we don't do auto-categorization.
This has had no effect in improving auto categorization for me. I have to change categories on a few transactions every time. It will not learn. Example: A local diner I frequent named Goodys Cafe is always, without exception, upon down loading auto categorized as Clothing. I must manually change it to Food & Dining:Restaurants every time. Rather than chase the learning curve, give us the ability to edit the category and tags in the payees/renaming rules screen.2 -
@Quicken Marcus
That's really interesting. I spoke to the engineer who wrote that feature and she's perplexed too. We don't really control how that menu is drawn. macOS decides where to position the menu and whether or not there's enough space to draw the menu and if there isn't enough space it will shrink it so it fits. For some odd reason, macOS thinks there's not enough space to draw the menu. I'm not sure there's anything we can do to fix that. I notice you've got a Windows VM running in the background. Could that be affecting this? Is there any other third-party utility or something that could affect window sizes. For example, I have an app called Magnet that pops windows to specific screen sizes when moving my mouse to different locations on the screen. I'm not running it now but I'll turn it on to see if it affects this. Does anyone else have ideas? Also, have you tried rebooting your computer to see if that fixes it? I guess the good news is there are ways to get around it.J_Mike said:
Quicken Marcus
In Transaction View of an investment account;
Right-click on the register header gives the normal response; i.e., the full column list pops up.
Clicking the Columns Icon (lower right of register) gives the results displayed in the creen shot - the small box containing "action" appears.
Hoveringthe cursor over the "Action" box and making a slight downward movement causes the box to scroll up the screen (Expand upward) until the full column list is displayed.
One can then select/deselect columns - normal behavior.
Clicking on the "Action" box gives no response.
Edit....
One more tidbit;
Switch the display to Full Screen and clicking the Columns Icon gives expected response - the full list pops up.
Switch back out of Full Screen and the behavior described above returns.
This again is for Investment Account, Transaction View.
I typically run a VM for my QWin app - Parallels12/Win10.
Rebooted and started only the QMac app.
Observed exactly the same behavior with Columns icon.
Yes, not a significant issue for me - just interesting!!
QWin & QMac (Deluxe) Subscription
Quicken user since 19910 -
> @Quicken Marcus said:
> (Quote)
> Our engineer who wrote all of this is on vacation so I can't double-check with him but I believe he is using the closing price of the security on the transaction date to estimate the market value on that date. If you're looking just at this account alone, there is a loss of value that needs to be estimated for IRR calculations even though that value was transferred to another account. Does that make sense?
>
> On your specify lots point, I'm not sure I've set it up in a way to see the issue. I think I'll need more specifics or screenshots.
Thanks Marcus for your response. However, even in 5.11 and earlier I believe the IRR calculation was being done correctly using the market value on the date of the Remove Shares transaction. This was confirmed to me by one of your developers during a related defect investigation back in May. I think the only difference in 5.12 is that you made a decision to display this market value as part of the transaction register for Remove Shares, as well as influence the Gain/Loss values in the related Specify Lots dialog. This was the unexpected aspect for me. However, if this will be the new normal, I will have to find a different method to view the cost basis for the removed shares and their lots. As an alternative I may be able to use the portfolio value view in combination with a specific date selection (i.e. before and after the remove shares date). I will have to adapt my workflow, but this looks possible. It just won't be as flexible or convenient as the Specify Lots method, especially if I am removing only a portion of the shares, leaving some behind. In that case the cost basis calculations will be trickier to compute using the portfolio view.
If you are interested in seeing screenshots of the differences in values shown in the Specify Lots dialog box in 5.12 vs 5.11, I can supply those to you via email or file transfer since they contain private information about holdings. Please message me if you would like to follow up. Thanks.0 -
It seems that by using Projected Balances I can get the desired results. A workaround I can live with for now.
Very hard for me to comprehend why the Reports are still a bit shy in comparison to Windows version. Takes a long time between updates/costly subscription and still lacking rudimentary functions.
Try to do a "old-school" Net Worth Report. i.e. Accounts and Totals. That is unachievable!
> @Chris said:
> Just updated - flawless
>
> I was hoping for an enhancement in reports that would give me a Liquidity Report.
>
> I want to have rows of selected asset accounts with their respective totals.
>
> Have not been able to get this done at this time!
>
> Am I missing something?1 -
The assumption that editing the model is more rare seems miss-infomed. I do it all the time so that the model: a) reflects the most current information about the upcoming bill, and b) provides insight into changing amounts such as month-to-month variations in billing (telephone, electric, gas and even newspaper). Note: I am an obsessive data collector. AND those money-grabbing services I use are always jacking up the charges.Quicken Marcus said:
Tom, you could never edit the next instance in previous versions. We didn't have that capability. This is new in 5.12. If you didn't Mark the transaction as Paid then you must have been editing the Scheduled Transaction Model which affects all future scheduled transactions. You can still do this by clicking on Edit All Instances and then clicking on the Splits button.Tom Anderson said:> @Quicken Marcus said:
> (Quote)
> Tom, can you describe in more detail about what you're doing? ...
Scheduled transaction - wanting to NOT FLAG as PAID to make changes on the NEXT transaction but to change some, but not all, of the splits AND have the total adjust for any differences, i.e. (sum of all splits yields transaction amount) Why do I have to mark as paid and then get to make changes - when in point of fact the transaction has yet to be completed (prior to scheduled date.) Having to mark as paid is a crutch for lousy (or lazy) programming and was not necessary in previous versions.
Because of the confusion between editing the instance and editing the model, we decided to make the experience different so customers wouldn't get confused between the 2. Since editing the model is more rare, we decided to move that into a sheet so it's harder to accidentally edit the model.
Editing the instance is done in the register. I think the other issue customers are expressing is that they want to edit more fields of the instance than just the Date and Amount like the splits. This makes sense but isn't currently supported primarily because Quicken Windows and the Quicken Cloud don't support it.
So in summary, to work with Quicken Mac in the same way you used to requires a slightly different path but isn't that different. 1) Double Click on scheduled instance. 2) Click on Edit All Instances 3) Click on Splits.
The problem with the new way of doing edits to the model is that it involves many more steps, and it is an unfamiliar presentation vis a vis the compact straightforward register presentation that I have come to know and love with the modern Quicken for Mac product. (Note: I am glad we no longer have the two-row check register. The flexibility of the simple tabular register is so much easier to use.)
For instance, to update the model for my utility bill: In the past, I would just open the scheduled transaction and enter the new values in the various fields. Now, I must open the scheduled transaction, click Edit All Instances, enter the new total Amount, then click on the disclosure triangle so I can enter a Memo, then click on the Category (splits) field so I can update those fields, and, finally, click OK to close out of splits, then click on Save to close out of the sheets editor.
I will grant that there is an element of just needing to learn a new way of doing things. But I feel the new way is greatly inferior to the simple register presentation. Basically, there is now two ways one must use to edit a transaction.Quicken Mac Subscription • macOS Monterey 12.6 on MacBook Pro 13" M11 -
jacobs, thanks for point this out. Absolutely that is what this user has been asking for! I guess I SHOULD NOT check "Automatically improve the quality of downloaded payee names and categories" if Quicken will go back to using its categories and not the ones I created (which fit my way of thinking)?jacobs said:
But that only works with Quicken's pre-defined categories, right? It seems what many users expect, or want, is to be able to categorize a transaction the way they want, and to have Quicken "learn" and do it the same time they have a transaction from the same Payee.Quicken Marcus said:For auto-categorization issues, customers should look in Preferences : Connected Services and make sure the "Automatically improve the quality of downloaded payee names and categories" checkbox is checked. If it's not checked, we don't do auto-categorization.0 -
@Tom Anderson The split button is right there on the Details pane. Here's what it looks like if there's a single category and no split:Tom Anderson said:I just tried your alternative universe solution to editing and all I can get to is a details dialog window. This dialog has Details and Schedule - nothing more and not a clue of a button for splits.
Clicking the Splits button there will open a new pane so you can split the transaction
If the transaction already has a spklit, it wil look like this:
Again, clicking that Splits button will open a pane to edit the split.
Also note that at the bottom left of that pane, there's a disclose triangle to be able to view/edit the Memo/Notes, Tags and Action fields, if you want to. (Why do we have to click another time to open this, insead of it just being visible in the first place? Poor design choice, in my opinion.)
If you just want to edit the next transaction, the intended behavior is to mark it as "Paid" and edit it however you want. You describe this as a "crutch". I think the problem is simply the "Paid" nomenclature. If the button wasn't called "Paid" and was instead called something like "Accept/Edit Next Scheduled Transaction" (obviously that's too wordy), but functioned exactly the same as it currently does, how is that problematic? The transaction can be edited easily because it's now detached from the future scheduled series, the date remains in the future, so it's not showing that it's something that already happened (e.g. " a bill which was paid"), it's showing something that is going to happen in the future. I just think "Paid" is what trips people up.
Quicken Mac Subscription • Quicken user since 19930 -
@Dennis Note that Marcus didn't say it will learn -- because it doesn't. It's not designed to. That's the flaw currently. If you turn on the checkbox, it will categorize based on whatever crowdsourced data and algorithms the back-end server comes up with. If it picks something wrong, it will be wrong every time. This is why Quicken needs to allow user to memorize transacitons they have manually categorized and then use that "rule" to apply to future transacitons from the same Payee.Dennis said:> @Quicken Marcus said:
> (Quote)
> For auto-categorization issues, customers should look in Preferences : Connected Services and make sure the "Automatically improve the quality of downloaded payee names and categories" checkbox is checked. If it's not checked, we don't do auto-categorization.
This has had no effect in improving auto categorization for me. I have to change categories on a few transactions every time. It will not learn.Quicken Mac Subscription • Quicken user since 19931 -
They're behind because it's taking a long time to add functionality to the reports. They still don't offer all the functionality Quicken 2007 for Mac or Quicken Windows users expect. Some of the reports from the old Quicken Essentials days haven't yet beeen re-coded using the modern reports engine. All of which is frustrating. On the flip side, compared to two years ago, the reports have improved by leaps and bounds. Progress is definitely being made -- it just comes slowly. My guess is that the Mac development team has just one or two developers working on reports, so there's only so much that gets done every few months.Chris said:Very hard for me to comprehend why the Reports are still a bit shy in comparison to Windows version. Takes a long time between updates/costly subscription and still lacking rudimentary functions.
I'm not saying this is great, but if you use the Net Worth Over Time report, click Customize, set the date range to Last Month or This Month, and click the triangles to open up the detault Assets and Liabilities lines to show the individual accounts you want, does that not get you pretty much the report you want?Chris said:Try to do a "old-school" Net Worth Report. i.e. Accounts and Totals. That is unachievable!Quicken Mac Subscription • Quicken user since 19932 -
Hi Jacobs
Thanks for taking the time. NWOT Report works for my purposes after a few tweaks and renaming. Takes two pages by default. It's a bandaid, however, acceptable.
Thanks again.0 -
> @jacobs said:
> If you just want to edit the next transaction, the intended behavior is to mark it as "Paid" and edit it however you want. You describe this as a "crutch". I think the problem is simply the "Paid" nomenclature. If the button wasn't called "Paid" and was instead called something like "Accept/Edit Next Scheduled Transaction" (obviously that's too wordy), but functioned exactly the same as it currently does, how is that problematic? The transaction can be edited easily because it's now detached from the future scheduled series, the date remains in the future, so it's not showing that it's something that already happened (e.g. " a bill which was paid"), it's showing something that is going to happen in the future. I just think "Paid" is what trips people up.
Jacobs - I think Tom Anderson may be concerned with the difference between a future scheduled transaction and a future paid transaction. Marking a future scheduled transaction as paid prevents it from being matched when new transactions are downloaded via Quicken Connect or Web Connect. It would cause such transactions to be duplicated which is not ideal.
On the usability side, I agree that the new model editing dialog for scheduled transactions is awkward and a step backward from the more intuitive in-line register-style editing. The tags/memo disclosure triangle is not required and splits editing is less user-friendly.0 -
Thanks. I mostly enter transactions manually, so I can't verify this… but are you sure that's so? My understanding was that marking a scheduled transaction as paid simply detaches it from the schedule of ongoign transactions and makes it a stand-alone transaction -- just as if you had entered it manually. And as such, it should be able to be matched with a download. At worst, can't you simply drag the manual transaction over the downloaded transaction so Quicken will match them, a spart of reviewign your downloaded transactions?s2kdriver said:> @jacobs said:
Jacobs - I think Tom Anderson may be concerned with the difference between a future scheduled transaction and a future paid transaction. Marking a future scheduled transaction as paid prevents it from being matched when new transactions are downloaded via Quicken Connect or Web Connect. It would cause such transactions to be duplicated which is not ideal.
Again, I'm not trying to say the current user interface is optimal; I'm just trying to see it it can be used practically just by thinking about things a little differently than the words may suggest.Quicken Mac Subscription • Quicken user since 19930
This discussion has been closed.