Quicken for Mac v5.12 Released

smayer97

Chris said:

...
Of all my current apps, Quicken has been the most underwhelming! Nothing but headaches, and too many instances of applying workarounds and having to live with it till the devs get around to it. Meanwhile, I am paying the full price!

The inability to create certain banking reports in an industry standard format is inexcusable. Leads me to wonder how many devs have real world financial experience!

Great forum, great bunch of mods, and quite informative. Like it has been said, Q should be analyzing the forum and applying it in development.

I am due for renewal in a month, I am clenching my teeth!

Aside from data loss of valuable memo data in migration of some split data (QM2007 handles memo data differently than "modern" QMac, and that data still does migrate properly), these are some of the main reasons I dread the day I am forced to upgrade from QM2007; so many work-arounds or needing to compromise my much more efficient workflow with the volume of data I have to deal with. 

I can only hope (misguided?) that enough will be addressed by that time. Already this won't happen in time for Catalina, and I have been trapped before in older versions of Quicken unable to upgrade my macOS and hardware for years, only to try to catch up (VERY PAINFUL PROCESS, because all other software updates also get stalled).

I agree that more ongoing dev participation (or at least monitoring) in the forum might be a useful exercise. 

jacobs

smayer97 said:

I dread the day I am forced to upgrade from QM2007; so many work-arounds or needing to compromise my much more efficient workflow with the volume of data I have to deal with. I can only hope (misguided?) that enough will be addressed by that time. 

I know you're holding out hope for improvements, and I believe improvements to the modern Quicken Mac are and will continue to be ongoing; however, I think expecting there to be changes to the Quicken 2007 data converter is, at this point, probably misguided. Between the diminishing number of Quicken 2007 users and the inability of the converter app to run on Catalina or beyond, I think it's pretty unlikely they'll devote any resources to additional work on the converter. (For your sake, I hope I'm wrong. )

smayer97

Not addressing transactional data loss during migration would be terribly unfortunate. According to Quicken, there are still a significant number of holdouts. Though that may not represent a large percentage of the total QMac user base, I suspect many are diehard QMac users. I would think it a shame to forget about a loyal group.  

I was one of those in an earlier version and Quicken eventually found it worthwhile to address my problem (which affected a small group), just before pulling the plug on further development on QM2007.

Anyway, not sure why you feel you need to speak on Quicken's behalf. I would like to get it from Quicken directly rather than base it on speculation. So it would be nice if @Quicken Marcus would comment on this. That is why I posted this issue in this thread.

Zoolook

Is there any chance that "unreconciled" can be added as a filter for transactions in the transaction view? This is the standard filter I use on the Windows version, because usually I am only interested in transactions that have recently downloaded, future posted or recently cleared. It's a pretty useful view.

Thanks

Concordman

In the transaction register check out the pull down for any status selecting not reviewed or uncleared should work for what you are wanting to do

jacobs

smayer97 said:

Anyway, not sure why you feel you need to speak on Quicken's behalf. I would like to get it from Quicken directly rather than base it on speculation. So it would be nice if @Quicken Marcus would comment on this. That is why I posted this issue in this thread.

I am most certainly not speaking on Quicken's behalf, and I have no further knowledge than you do. Your comment was not addressed specifically to Marcus, and I only commented that I thought it was unlikely they'd do further development on the Quicken 2007 converter -- and said I hoped for your sake I was wrong about that.

smayer97

jacobs said:

smayer97 said:

Anyway, not sure why you feel you need to speak on Quicken's behalf. I would like to get it from Quicken directly rather than base it on speculation. So it would be nice if @Quicken Marcus would comment on this. That is why I posted this issue in this thread.

I am most certainly not speaking on Quicken's behalf, and I have no further knowledge than you do. Your comment was not addressed specifically to Marcus, and I only commented that I thought it was unlikely they'd do further development on the Quicken 2007 converter -- and said I hoped for your sake I was wrong about that.

I appreciate the thought but I am not sure the point of it. After all, you know I am not a newbie such that I would not have considered that possibility. But thanks for the sentiment. I do still hope that Marcus does consider this issue.

James Sapp

Regarding my issue with 5.12.2 and the non-functioning hide/display columns on the transaction view for Investment accounts (see earlier comments in this thread), I reinstalled 5.12.2 (after I reverted back to 5.11.2 five days ago), and I can report that I am experiencing the same non-functioning hide/show columns behavior for Investment type accounts. All other account types perform correctly. I have reported the problem to Quicken. I also have a closed trouble ticket 2708916 for this issue. All other functionality seems to be ok. MacOSX 10.14.6.

James Sapp

Update on my Hide/Show column issue in the transaction view for Investment type accounts. The feature will work but in full screen mode only. It should work also when not in full screen view like the other types of accounts. Quicken technical support rep helped identify this issue and has passed it on to Quicken Development for resolution.

Robert Galley

I just the dreaded "Category Sync Error" on QM512. I've run QM512 daily since available with no issues. With regrettable blind faith, I had turned Quicken Mobile Sync ON over the weekend in hopes that I can regain the ability to use my IOS Quicken apps. As I reported in January 2019 in "https://community.quicken.com/discussion/7846171/category-sync-error-apparent-reason-impact-resolution-process-mac-quicken-premier-2018-v-5-9-2#latest" I had mitigated this same problem by turning the Quicken Mobile Sync OFF.

The good news is that Quicken recognized that there were 8 instances of the error and displayed each one (same as last time). Hopeful that we were about to capture meaningful diagnostics, I was able to take screen shots of each (which I provided in the January problem report). The "Report a Problem to Quicken" dialog was auto-initiated. Then the bad news: after opening the dialog window for uploading supporting diag docs, the whole thing froze: the dialog and Quicken itself.

I have not yet assessed the/any data damage: with QM592 in January I had to repair the budget category in 400+ transactions going six months back into 2018.

It's disappointing that, despite the fact that this is a data-destructive problem, my request in "https://community.quicken.com/discussion/7857125/what-is-the-status-outlook-for-transaction-categorization-resolution-in-quicken-mac-5-11-1#latest" for at least a status did not merit a response from Quicken.

MacOS V10.14.6

Next Steps:
- Force Quit Quicken
- Restart Quicken
- Turn Quicken Mobile Sync OFF
- Assess damage

jacobs

James Sapp said:

Update on my Hide/Show column issue in the transaction view for Investment type accounts. The feature will work but in full screen mode only. It should work also when not in full screen view like the other types of accounts. Quicken technical support rep helped identify this issue and has passed it on to Quicken Development for resolution.

@James Sapp I'm glad you got someone at Quicken Support to see what you're seeing and pass it on to the developers. As I said when you first reported this, I've been unable to reproduce the problem; the Columns pop-up pane works fine for me on investment account transaction screens on my three different versions of Macs and macOS. There's apparently some very specific set of circumstances you're hitting to trigger that behavior, and hopefully the engineers can figure it out.

Fortunately, changing columns isn't something you need to do often, and you have the work-around of switching to full-screen to do so when you need to in the interim.

jacobs

Robert Galley said:

I just the dreaded "Category Sync Error" on QM512. I've run QM512 daily since available with no issues. With regrettable blind faith, I had turned Quicken Mobile Sync ON over the weekend in hopes that I can regain the ability to use my IOS Quicken apps. As I reported in January 2019 in "https://community.quicken.com/discussion/7846171/category-sync-error-apparent-reason-impact-resolution-process-mac-quicken-premier-2018-v-5-9-2#latest" I had mitigated this same problem by turning the Quicken Mobile Sync OFF.
...
It's disappointing that, despite the fact that this is a data-destructive problem, my request in "https://community.quicken.com/discussion/7857125/what-is-the-status-outlook-for-transaction-categorization-resolution-in-quicken-mac-5-11-1#latest" for at least a status did not merit a response from Quicken. 

I understand your frustration at the lack of a response, but the issue is that this forum is not Quicken Support, so expecting a resolution to a problem, or even a status update about a bug report, via this site is unlikely. (It does happen now and again, but it's not the norm.)

I'd suggest you take your original problem report from January, edit it in any text editor with any updates based on the current version, and then go to the Report a Problem screen in the Quicken Help menu and Paste in your problem description. It doesn't usually freeze, in my experience, so I'd try that again. Anything you can describe that will let the person who reads your report try to replicate the problem makes it more likely to get put in from of one of the developers. 

You might also want to work with Quicken Support to turn off Cloud syncing, completely wipe out your data in the Quicken Cloud, and then start fresh syncing from your desktop application's data. (You might want to first revert to your data file backup from prior to this weekend, if that saves you time from re-categorizing any transactions.)

Robert Galley

@jacobs I take your counsel. I also appreciate your Aug 24 mention of this problem to @Quicken Marcus to ensure that the scope and impact remains visible.

Austin@

I would post the issue on the following thread, as it is used for tracking issues with the new update and is being monitored by the Quicken Mac development team. If it is a bug with the new update, you may find more help there and it would be good to bring this to their attention.

https://community.quicken.com/discussion/7858577/quicken-for-mac-v5-12-released#latest

Matthew Caswell

So 5.12 was paused.. I keep getting prompted for it when I launch Quicken Mac. Is it safe to do the update now? has the zip code bug been fixed? Is there a work around?

jacobs

@Matthew Caswell The release of version 5.12 was paused twice, which is the normal way the manage releases, but I believe it is now in wide release for everyone. There is no mention of a zip-code issue being fixed among the three minor fixes that were made in version 5.12.1 and 5.12.2.

The last response I saw to your question about the zip+4 issue was moderator Quicken Tyka asking if you had tried switching to using just a 5-digit zip code, which you haven't answered.  It seems there must be some problem between Quicken and Chase with the longer zip code format. I believe the product manager said that some banks require a hyphen while others don't allow a hyphen, so getting everyhing aligned for every bank can be problematic. The easiest solution is often just to revert to a 5-digit zip code. 

SoLaT

Since upgrading to the latest version of Quicken, I am unable to download transactions from my Capital One accounts.

annkehn@

Ok. Spent 3 hours last week with someone online from Quicken. I updated my quicken and now it can't read the file. Not the backup file, not the file I pull from my backblaze backup from the week before. Nothing. The agent could not figure it out at all. I was hoping given a weeks time, that it would be corrected. I redownloaded quicken today and... still says File does not exist. This is my family's entire transaction history since 2005. Everything. College, high school, taxes, everything. The backups don't work. I am seriously freaking out completely.

jacobs

@annkehn@ I agree that it doesn't make sense that if you roll back your Quicken to the previous version and your data file to the previous version that you shouldn't be able to get back in business quickly.

Let's start with some basic information: what version of Quicken had you been using, and what version did you update to? Were you already using Quicken 2019, and you just did the recent upgrade to version 5.12.2? Or were you using some earlier version of 

Marshall A

@Quicken Marcus  

I remember getting an email from the CEO at Quicken about new stuff they were working on. One of the major highlights he mentioned was getting scheduled transactions to sync from desktop into Quicken Web. When will this be available? I would think if the CEO put it in an email that its something that would be in process but that was almost a year ago.

smayer97

Marshall A said:

@Quicken Marcus  

I remember getting an email from the CEO at Quicken about new stuff they were working on. One of the major highlights he mentioned was getting scheduled transactions to sync from desktop into Quicken Web. When will this be available? I would think if the CEO put it in an email that its something that would be in process but that was almost a year ago.

Unlikely to get a "when" question answered. Meanwhile, You can add your VOTE to Sync Bill Reminders/Scheduled Transactions to Quicken on the Web.

First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will 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 (it may take a few seconds for your vote to register).

While you are at it, you may want to add your VOTE to related IDEAS found on the 
List of Product Ideas - Quicken on the Web. Click on the underlined link, then follow the instructions to add your vote to more related ideas. 

Your VOTES matter!

Alan Grobman

In the new update the reinvest dividend is not working correctly for me. It did the reinvest dividend but then it also shows another entry for dividend income. This creates multiple income entries for the same dividend.

Concordman

Suspect this is more of a bank issue, I get the same when I download from Wells Fargo, no issue on vanguard downloads

MikeP

I just downloaded the latest update this morning, and the first thing I noticed is that I do not see where to enter an end date for a scheduled transaction. Has that functionality been removed?

jacobs

@MikeP No, the functionality is there. First you enter the transaction details, and then on the next screen you schedule it. You need to click the triangle next to Start Date, and then you'll see a place to enter an optional End, either by date or number of occurrences.



@Quicken Marcus You might re-consider how many fields have been hidden in the two screens for creating a scheduled transaction. In the case of this one above, as well as need to click to open up Tags & Memos, and the workaround needed to enter a Transfer, I'd question the design of these screens. At worst, users are confused because they don't know where to find something they need to enter; even at best, it requires multiple extra clicks to open hidden areas. I am guessing the reason for hiding some information was to avoid overwhelming users with too much information, but I think it would be better to show all the fields than to require users to discover and open them with additional clicking.

Tomi

> @robino86354 said:
> 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!

Similar issue here. After upgrading to 5.12.3 my budget defaults to 10/2017 every time I open the view. When I try to switch to my 2019 budget QMac tries to make me create a new budget even though it already exists. It appears now my default budget starting month is October and I cannot find a way to override this. My personal budgets do not operate on a fiscal year basis of Oct-Sept and I'd like to be able to work with my budget without recreating everything. Is there a way to change the starting month and have QMac remember it? What's up with this changing with no mention of it in the release notes?

Tomi

Latest QMac Update hosed up the budgets in my file during the conversion from v5.11. Not only did it change the starting month of my budget from January to October, it completely reversed my budgeted category selections. Now all the "unbudgeted categories" are selected and previously budgeted categories are unselected. I really don't want to have to recreate a complete year's budget and lose everything I had. Is there a way to fix the date default and budget issues in this version. [v5.12.3 (Build 512.29258.100)]

smayer97

jacobs said:

@MikeP No, the functionality is there. First you enter the transaction details, and then on the next screen you schedule it. You need to click the triangle next to Start Date, and then you'll see a place to enter an optional End, either by date or number of occurrences.



@Quicken Marcus You might re-consider how many fields have been hidden in the two screens for creating a scheduled transaction. In the case of this one above, as well as need to click to open up Tags & Memos, and the workaround needed to enter a Transfer, I'd question the design of these screens. At worst, users are confused because they don't know where to find something they need to enter; even at best, it requires multiple extra clicks to open hidden areas. I am guessing the reason for hiding some information was to avoid overwhelming users with too much information, but I think it would be better to show all the fields than to require users to discover and open them with additional clicking.

Agreed. Not sure why Quicken needs to hide useful features. It has never been a problem or confusion in QM2007. Hiding them IS confusing and more time consuming, sometimes requiring many extra unnecessary clicks.

MikeP

Jacobs - thanks for the assist.
smayer97 - Agree it could be a little more intuitive. I'd rather have the default option to see all the fields with the option to hide if desired.

smsadler

The latest update has created connectivity issues for Barclay Card, Discover, American Express and Chase for me. I am very frustrated that the update was not beta tested more thoroughly.