Quicken for Mac v5.15 Released

dental_floss

> @Shing said:
> Interestingly enough, I also upgraded to 5.15.2 but I am not experiencing the same date issue.
>
> I am having an issue with Wal-Mart transactions. When downloaded, Quicken changes it "Wal-mart" when I have it memorized as "WAL-MART." I change the the payee but it reverts back on the next download of a Wal-Mart transaction. The "Automatically improve the quality of downloaded payee names and categories" in preferences is unchecked.

I saw this same behavior with 5.15.1.

molashjj

After an update MAC version 5.15.2 I am unable to update any dates in my register. It is defaulting to Jan 1900. I am on macOS 10.15.3

jacobs

william said:

I have just automatically updated my Quicken to v5 15.2. Now everytime I want to put in a new date in the account register it automatically resets to Feb 1982. WHY?

@william It's a bug, pure and simple, in this latest update. There are dozens of posts about it on this forum. For the time being, simply type the letter "t" (for "today"), and the calendar will jump to today -- a one-click workaround until they fix it.

Ference

After update for Mac 5.15.2 (Build 515.33015.100)
New entry pop-up calendar default is Jan 1900.

[Deleted User]

After updating to Version 5.15.2 (Build 515.33015.100)
using Catalina 10.15.4
Check for update under the Quicken Menu does nothing , or at least it shows no activity, no window opens, no message that there is no update
as if not working

How will we update now ?

jacobs

@Gilles  Presumably we will still get the pop-up window informing us there's a new version available, just like in the past. 

R Strax

Since updating to 5.15.2 Quicken Mac seems to insert random categories into my downloaded transactions. It's a shame. The previous version finally got category memorization right. Hope they fix this bug soon and give us an update.

dental_floss

Since there is no current way an algorithm can do a better job of categorizing than a human, I hope they keep all “auto” features off by default and give the user the option to enable such features. Another challenge here is to make sure quicken cloud honors these settings (recently I have seen the opposite). Around the time I upgraded to 5.15.1, I saw Quicken cloud change my categories in real time, without me wanting that ‘feature’. Since recently moving to the Mac quicken platform, I have spent many hours trying to fix all the damage that quicken has done to my categories. Seems like only recently they have gotten this problem under control.

So If you want these automated features (auto characterization, auto memorization) please join me in demanding the developers make these default OFF and optionally on by way of user settings.

gregd

Bug...Quicken 5.15.2, MacOS 10.15.4.

When I click in the date field and then click the calendar icon, the default date is Jan 1900. e.g. date in the date is 3/26/20, when I click the calendar icon to change the date, I get 1/1/1900.

Lysander Spooner

Gilles said:

After updating to Version 5.15.2 (Build 515.33015.100)
using Catalina 10.15.4
Check for update under the Quicken Menu does nothing , or at least it shows no activity, no window opens, no message that there is no update
as if not working

How will we update now ?

I saw this too. I sent a report from inside Quicken to support.

Richard@

I noticed the same bugs!!

Craig in ER

I get the same thing! "Check for Updates..." in the Quicken menu does nothing, no activity, no window opens, no message, nothing. The ellipsis after a menu item is there to indicate that a window/dialog box will open with more information or action. Just another thing broken with version 15.2.2.

Shing

QMAC 5.15.3 released this evening.

Fixed an issue where QuickFill rules weren't always getting applied to downloaded transactions.
Fixed a transaction auto-matching issue.
Fixed a calendar drop-down issue where the year was inexplicably set to 1899 and didn't match the register date field.

Alan Lambshead

Re the QuickFill Checkbox
"We decided that it would be better if the ability to create a QuickFill was always on by default allowing you the ability to uncheck this checkbox without any concern for having to remember to turn this back on the next time you edit a transaction. We felt this is what the majority of customers would want and it was too much work for people to constantly be forced to manage this checkbox."

This may be true but there are some of us who DON'T want to create QuickFills all the time. In the Windows version I used for many years, there was the ability to 'Lock' a Payee so that it did not change the categories that were 'Memorized. This is one of the features that I miss the most in the Mac version. When I make a purchase in one of my favourite stores, say a grocery store, I may want a QuickFill for 'Groceries' but then when I also purchase some other non-grocery items, I don't want Quicken thinking it knows whether I want to save a quick fill or not. I agree having the checkbox is an improvement, but why not give the user control over whether they want the Checkbox Checked by default or not. Or better yet, allow the user to lock the details of a particular transaction to their most-used scenario, and not have to remember to uncheck the box all the time. IMHO the number of times you want to create a QuickFill is very few compared to the number of times you enter a transaction. In the Windows version, you had to 'memorize the Payee to actually get a quick Fill, which is better IMHO.

dental_floss

Great news! Hopefully they will have user controls for all auto characterization features when using quicken cloud too!

HenryAZ

> @smayer97 said:
> (Quote)
> I think the model used in QM2007 has always worked well offering flexibility both ways; a master preference to run on/off using QuickFill and if turned on, using the OPT-ENTER to override the behaviour just for the current entry. In QM2007, the OPT-ENTER ONLY works to override if the Automatically add to QuickFill entries is turned on.
>
> In new QMac, it does not have to be identical, but based on the new design, I would propose that QMac always remember the last setting and add the OPT-ENTER key-combo to override the behaviour in the opposite manner. So if it is on, turn it off for the one entry, if it is off, turn in on for one entry. This way, no one group has to always have to adjust the settings for every entry. Not sure if QWin has any better approaches but this might address all needs.
>
> As for the locking of QuickFill entries...yes that is still a needed addition.

agree with all of this. QuickFill is now making life harder for me, since all of my mobile deposits and Amazon purchases come in quick filled with the last thing I did, inevitably wrong. Q2007 was my favorite treatment of it so far. At least a master preference setting would help.

mrfearless47

I am trying to grasp the new Quicken Bill Manager, which does not show up as a menu entry anywhere in the latest version. I understand QuickPay, and CheckPay conceptually, but neither work the way I have always used Quicken Bill Pay, or (to age myself) Checkfree. I don't have time to deal with bills all month. I've got them set up so they get scheduled for payment on a single day (24th of the month) and are sent out on or before their due dates the following month. I typically pay off all my bills in full each month, but every once in awhile I will pay less than the full amount if I've had to charge a significant amount. I don't see a way in the new Bill Manager to schedule payments manually. About two thirds of my payments are made by direct payment; the remaining third require physical checks. Since my only real use for Quicken any more is to pay bills, I'm trying to figure out what the advantage is to the new system if it changes the entire way I work and makes my life more difficult rather than easier.

What am I missing.

jacobs

@mrfearless47  What you're missing is the this is the first release of a new payment system, and it doesn't yet have all the features people are used to/need. Quicken was under a deadline of an expiring contract with the previous Quicken Bill Pay provider (Metavante), and they wanted to get users to start migrating to their new bill payment systems with plenty of notice. One of the key features that's missing from this release is the ability to schedule payments for a future date. The product manager has acknowledged that they know many people need this, and that the functionality is under development.

In the meantime, you can set up your Payees under the new system. You can try making a few payments to get the feel of it. And then you can continue using it by initiating payments when you want, or continue using the existing Quicken Bill Pay until they release the ability to schedule future bill payments on the new QuickPay and CheckPay.

The old Quicken Bill Pay was originally supposed to go away at the end of May, but Quicken and Metavante agreed to extend that termination for an additional 3 months due to the current craziness of our world.

mrfearless47

So. Is the ability to schedule bills going to be added before the current Bill Pay dies at the end of August? Otherwise the new system is useless to me. I don’t have the luxury of making ad hoc bill payment. I have to be able to schedule as I travel about 6 months of the year (obviously not at the moment), often to places that have no to limited access to wifi or any other type of internet service. Some don’t even have adequate cell service.

DHClem

Quicken Premier 5.15.3 says I am using the most current version. HOW do I upgrade then?

RCinNJ

DHClem said:

Quicken Premier 5.15.3 says I am using the most current version. HOW do I upgrade then?

Unless there is a 5.15.4 that is in partial release that I don't know about, this IS the latest version. What are you hoping for from an update? Or are you talking about extending your subscription. Renewing your subscription will not give a new version and Premier is the highest Mac level of subscription so there is nothing to upgrade as far as I know.

Hope this help.

DHClem

I think I misread...thanks...

Zoolook

When manually entering transactions in any securities account, the date reverts back to today's date when hitting "+" to add a transaction, if the prior transaction was a Dividend or Interest Income. When adding a buy or sell, the new transaction uses the previously used date, which is useful when entering several transactions for a given date. I did not notice this last month, so it's possible something broke.

As an aside, can we have the option to save and close or save and enter new, on the manual entry screens. This exists in Windows Quicken and just makes it slightly less painful to enter things manually.

jacobs

Zoolook said:

When manually entering transactions in any securities account, the date reverts back to today's date when hitting "+" to add a transaction, if the prior transaction was a Dividend or Interest Income. When adding a buy or sell, the new transaction uses the previously used date, which is useful when entering several transactions for a given date. I did not notice this last month, so it's possible something broke.

As an aside, can we have the option to save and close or save and enter new, on the manual entry screens. This exists in Windows Quicken and just makes it slightly less painful to enter things manually.

"Save and Enter" is Command+N while "Save and close" is Enter. The problem I see with them offering a user preference to make Enter into "Save and Enter" is that you'd have to remember to delete blanks transactions it creates when you don't actually want one. 

Zoolook

jacobs said:

Zoolook said:

When manually entering transactions in any securities account, the date reverts back to today's date when hitting "+" to add a transaction, if the prior transaction was a Dividend or Interest Income. When adding a buy or sell, the new transaction uses the previously used date, which is useful when entering several transactions for a given date. I did not notice this last month, so it's possible something broke.

As an aside, can we have the option to save and close or save and enter new, on the manual entry screens. This exists in Windows Quicken and just makes it slightly less painful to enter things manually.

"Save and Enter" is Command+N while "Save and close" is Enter. The problem I see with them offering a user preference to make Enter into "Save and Enter" is that you'd have to remember to delete blanks transactions it creates when you don't actually want one. 

Thank you that's pretty handy! I thought there must be a keyboard shortcut,

Unfortunately it still defaults the transaction type to 'buy' rather than the last type I entered. I guess this is important to me because one of my brokerages doesn't send dividend payments correctly in the download, so I tend to enter them I bulk monthly or quarterly so usually have 5 - 10 of them at a time. 

Snoopy FC

When's Version 6 coming?  Seems like we've been on Version 5 for way too long.  Just wondering when the next significant revision is coming. 

mrfearless47

@jacobs writes: "In the meantime, you can set up your Payees under the new system. You can try making a few payments to get the feel of it. And then you can continue using it by initiating payments when you want, or continue using the existing Quicken Bill Pay until they release the ability to schedule future bill payments on the new QuickPay and CheckPay."

@jacobs, but this begs the essential question. Will those abilities be enabled before the existing QBP dies? Otherwise, I'm stuck. My needs don't change just because the software doesn't support this ability. So, either they have it set up seamlessly before 8/31/2020, or I have to find another solution.

jacobs

@mrfearless47  I can't say for certain if scheduled payments with the new QuickPay and CheckPay will be enabled before the old QBP is disabled on August 31. Reading what has been written by Quicken employees, and a little between the lines, it definitely seems like that's their intention. They just don't like to promise functionality will be delivered on a certain date until they have it completed and tested and ready for release, because things can and do go wrong at every stage of the development process. If I were a betting man, though, I'd bet on seeing a version of scheduled payments using the new system a month or more before August 31.

mrfearless47

Well, I guess that is reassuring. We are getting down to the wire, and with dozens of vendors to pay, it seems like they ought not cut it so close. I pay all vendors for the coming month (when they are due) on a single date the month previous. That means payments can be scheduled as far as 5 weeks out to be certain they arrive on their due dates. Usually, I have to guess on one or two, but I typically guess slightly high and that resolves the following month. Not being around for at least 2.5 weeks every month makes this a major transition that I'm not looking forward to. I've been using Quicken, Checkfree, Metavante and all other bill pay solutions offered by Quicken (and before, Intuit) since 1990. While I've cut my vendors down substantially, the idea of beginning anew and having to rewire my account information is daunting to say the very least. Having more than 30 days to completely test this would be rather nice. I don't look forward to having to spend time with vendors and with Quicken searching out bills that don't reach their destination. The last time I had this problem was when CheckFree was dumped in favor of Metavante.

jacobs

@mrfearless47  Today, Quicken started distribution of an update to Quicken Windows which apparently includes the ability to schedule future payments. I would assume that a similar update for Quicken Mac is likely forthcoming in the not-too-distant future.