@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.
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)]
@Quicken Marcus If you're still following this thread, I would call your attention to a possible problem users with several different investment brokerages are reporting with reinvested dividends: here and here and here and here. One such report might indicate a problem with a particular brokerage, but multiple such reports, bolstered by confirmation the same transactions work correctly with Quicken Windows, suggests there might be a problem with Quicken Mac.
Matthew Caswell said:
I decided to do the 15.12.3 update since I have all day to go back to the prior working version if I need to. I can now edit the date and amount in the register for scheduled bills, but why isn't there a simple button to transmit it to my bank or am I missing it? The right click pay now option is grayed out.
I really miss the simplicity of Q2007 but that version had years to get the bugs out and make it user friendly.
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.
@Quicken Marcus So Quicken 2007 converters have basically no path forward to ever get their categorizations to work? I thought that Quicken 2019 would use one of its default categories, and if the user changed it to one of their old Quicken 2007 categories, then on the next download for the same Payee, Quicken would use the category of the most recent transaction, even if that was a Quicken 2007 category. So user would basically need to "correct" Quicken's auto-categorization once, and then Quicken would use that saved categorization going forward. Are you saying this isn't the case?
Related question… This would be tedious, but would it work to merge a Quicken 2007 category into a Quicken 2019 category, then rename that Quicken 2019 category to the old Quicken 2007 name? Again, it would be tedious to do this for 50 or 75 categories, but most users probably don't have that many custom categories -- and even it they did, they might be willing to invest the time to do the merge + rename if that meant their transactions would then auto-categorize correctly in th future. So I'm just wondering if you can confirm whether that process would work?
Can you also clarify the sequence or hierarchy of auto-categorization processes currently:a) If a user downloads a transaction for a Payee which exists, Quicken should use the category used for the most-recent transaction for this Payee. (although we believe this is broken in some or all instances for some or all users)b) If a downloaded Payee doesn't exist, if the preference is set for auto-categorization, Quicken should use it's server-based matching to try to guess a category; if that preference is turned off, no attempt is made to auto-categorize.Thanks for helping us understand how it works (or how it should work).
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.
Alan Grobman said:
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.
@Quicken Marcus Thanks for the responses. In terms of categorization, I do understand it's working for some users, but there are an unusually large number of users complaining about it not working here; there are more comments about this not working than anything else in Quicken Mac. I don't know if you saw the list I compiled for you on a previous page of this thread of users complaining about this issue, but all of them say Quicken is not using the category of the previous instance of the same Payee. You say above that "today, Quicken always applies the last category a user assigned to a payee whether it makes sense or not" -- but there are a bunch of users saying that's not what they are experiencing.Here's one recent quote which encapsulates the frustration many users are experiencing from operation that is not as you describe:Quicken can see literally dozens of entries with [the same] statement payee name. It can see that EVERY. SINGLE. TIME. I rename it and set a category. When it downloads a new statement entry, where in the world is it coming up with this bogus category? How can I make it stop wasting my time?I do believe this did used to work the way you describe, but was broken for some users in a previous update. (I don't know who may have Mobile & Web turned on or off, or who may have the "Automatically improve the quality of downloaded payee names and categories" preference turned on or off, and if one of these settings accounts for different results for so many users.)
Marshall A said:
According to the Quicken release notes webpage: https://www.quicken.com/support/20182019-release-quicken-mac-subscription-product-release-notes
Version 5.12.0, 5.12.1, 5.12.2, 5.12.3, & 5.12.4 (8/2019 & 9/2019)
"NEW - Sync scheduled transactions so that mobile and web will match projected balances on Mac."
Has anyone been able to find on the web version where the scheduled transactions are or where it is taking scheduled transactions into account to do projected balances in the future?
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