Quicken for Mac v5.14 Released
Quicken Marcus
Employee ✭✭✭✭
Today we released Quicken for Mac v5.14.
We're excited to introduce QuickFill which gives you fine control over what categories, tags, and memos are applied to payees when downloading transactions or provides you specific options to choose from when manually adding a transaction. This is basically the memorized transaction feature from Quicken Windows or 2007.
Every time you edit a category in the register, a QuickFill will automatically get created so the next time this payee is used it will automatically fill the category with your selection. Uncheck the checkbox if you don't want a QuickFill created for a particular payee.
Edit the QuickFill rule in the Payees & Rules screen to define tags, memos, or other fields to be automatically applied to a transaction using a specific Payee.
5.14 also brings new transaction report functionality. You can now define specifically how you want transfers and adjustments to appear in your transaction reports.
You also have the option to add a time interval to your time-based transaction report.
We also improved Renaming Rules by introducing a Do Not Rename rule. Sometimes the original payee statement name has important information you don’t want to miss. With the do not rename setting, Quicken knows not to “clean up” the payee names you’ve specified.
Finally, we fixed a number of stability issues but probably the one that I think affects the most people is an issue where the Monday security Day Change values were wrong for some brokerages. I've seen a number of people report this issue.
Please direction any issues you run into with the 5.14 release to this forum post. A number of us will be reviewing the comments to see if people are running into any issues.
1/16 - I stopped the release in case the issue where people couldn't download transactions was related to the release but we found out it was unrelated. The issue was that the Quicken Connect service was down for all Quicken customers across the country. This is now fixed.
1/17 - Quicken 5.14 is rolling out to all customers. Crashes are low although I ran into one personally and we'll be rolling out a fix for it next week but I was the only one who ran into it as of the last time I looked. Everything is looking good.
1/21 - Shipped 5.14.1. This fixes the crashes customers were running into in reports and a number of other stability issues. We did not ship a fix for the 0 amount that appears in Transaction reports but have figured out the issue. Basically a QuickFill rule is getting created that will apply a 0 amount to a split line when a payee is used. To manually fix this issue, just remove the split line and find the QuickFill rule and delete it. We have a fix working internally but need to test it before we ship to everyone.
1/22 - Shipped 5.14.2. This fixes the 0 amount transaction issue in reports/splits. We also allowed the window size to be made smaller. We don't currently plan on any additional releases for 5.14 but we're still reviewing comments in the forums, crashes and other analytics we are watching.
We're excited to introduce QuickFill which gives you fine control over what categories, tags, and memos are applied to payees when downloading transactions or provides you specific options to choose from when manually adding a transaction. This is basically the memorized transaction feature from Quicken Windows or 2007.
Every time you edit a category in the register, a QuickFill will automatically get created so the next time this payee is used it will automatically fill the category with your selection. Uncheck the checkbox if you don't want a QuickFill created for a particular payee.
Edit the QuickFill rule in the Payees & Rules screen to define tags, memos, or other fields to be automatically applied to a transaction using a specific Payee.
5.14 also brings new transaction report functionality. You can now define specifically how you want transfers and adjustments to appear in your transaction reports.
You also have the option to add a time interval to your time-based transaction report.
We also improved Renaming Rules by introducing a Do Not Rename rule. Sometimes the original payee statement name has important information you don’t want to miss. With the do not rename setting, Quicken knows not to “clean up” the payee names you’ve specified.
Finally, we fixed a number of stability issues but probably the one that I think affects the most people is an issue where the Monday security Day Change values were wrong for some brokerages. I've seen a number of people report this issue.
Please direction any issues you run into with the 5.14 release to this forum post. A number of us will be reviewing the comments to see if people are running into any issues.
UPDATES
1/16 - Started the roll out of 5.14 to customers. We'll be doing a staged rollout so not every one will be able to get it.1/16 - I stopped the release in case the issue where people couldn't download transactions was related to the release but we found out it was unrelated. The issue was that the Quicken Connect service was down for all Quicken customers across the country. This is now fixed.
1/17 - Quicken 5.14 is rolling out to all customers. Crashes are low although I ran into one personally and we'll be rolling out a fix for it next week but I was the only one who ran into it as of the last time I looked. Everything is looking good.
1/21 - Shipped 5.14.1. This fixes the crashes customers were running into in reports and a number of other stability issues. We did not ship a fix for the 0 amount that appears in Transaction reports but have figured out the issue. Basically a QuickFill rule is getting created that will apply a 0 amount to a split line when a payee is used. To manually fix this issue, just remove the split line and find the QuickFill rule and delete it. We have a fix working internally but need to test it before we ship to everyone.
1/22 - Shipped 5.14.2. This fixes the 0 amount transaction issue in reports/splits. We also allowed the window size to be made smaller. We don't currently plan on any additional releases for 5.14 but we're still reviewing comments in the forums, crashes and other analytics we are watching.
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Comments
QCS_SERVER_ERROR:client:connect:HTTP transport Error:java.lang.NullPointerException; nested exception is: HTTP transport error: java.lang.NullPointerException
I totally agree.
Later this year we plan to focus on improving our error messages and making it simpler to fix connectivity issues. This is the number one complaint from customers and given that we support over 14,500 financial institutions there is always some bank or credit union that is having an issue. We can do better and will.
I wish we got the same kind of detailed information about new releases for Quicken for Windows.
I'm confused about your statement, "5.14 also brings new transaction report functionality. You can now define specifically how you want transfers and adjustments to appear in your transaction reports."
I'm running 5.13 and my screen looks exactly the same (see attachments). What am I missing?
That said, there seems to be a bug in 5.13 where if you change an existing Summary or Comparison report to a Transaction report, the Advanced tab remains in the customization options. (It should not in 5.13) I don't know if when you do that it actually functions. I would guess not. But doesn't really matter once 5.14 is out and about.