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Quicken for Mac v5.17 has been released

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  • Quicken MarcusQuicken Marcus Employee ✭✭✭✭
    We're slowly rolling out the Quicken for Mac v5.17 release.  There are a lot of new features!!!!

    New Report Navigation and New Net Worth Reports
    Probably one of the most noticeable changes in v5.17 is the new way to interact with reports.  We needed to make this change because it was becoming increasingly difficult to find a report in the long and growing report menu.  One of the first new things you'll notice is a search box to allow you to find the report you want.  Quicken now also includes a report sidebar that groups the reports allowing you to quickly see subsets of all the reports.  Reports that you've saved will appear in the My Reports section and the last 10 reports that you looked at will appear under the Recently Opened group.  This new way of working with reports can continue to grow as we add more default reports in the future. 


    In fact, we've added 4 new Net Worth reports in v5.17.

    Quick Pay and Check Pay Future Dated Payments
    The biggest feature request from customers that use Quick Pay and Check Pay was the ability to make a future-dated payment.  The small change we've made is that we now allow you to define a payment date.  There is still a limit as to how far in advance you can schedule a payment but hopefully, this added flexibility will meet most of your needs.


    Account Selection in Budgets
    We've added the ability to select the accounts to be used in a budget so you can create budgets specific to your needs.  For example, maybe you're the treasurer of a church group or a club.  Now you can create a budget for that organization using the right accounts.

    Try this out by going to Edit Budget and clicking on the Select Accounts button.


    Hidden, Separate, and Closed Accounts
    Another new set of features in v5.17 is the ability to set an account to hidden, separate, or closed  These designations change where the accounts appear on the sidebar.  Now, all of these accounts will be accessible on the sidebar so you can search through their transactions and can view them whenever you need to, but they are hidden in new groups that can be collapsed so you don't have to see them.

    After upgrading you may have noticed that all of the accounts that were marked as Hidden are now grouped under a section called Hidden Accounts.  If you have accounts that were marked as Hidden in Reports, they will now be grouped under a section called Separate Accounts.  A separate account is one that is not included or mixed with your personal accounts.   For example, if you are tracking the accounts of family members such as elderly parents or young kids or you're the treasurer of a civic organization or club, you may want to set them up as separate accounts so that they are not included in your net worth or personal finances.

    In the past, most people set their closed accounts to hidden but in v5.17 we've added a special feature to do this.  To make closing an account easier, we've added a button to the HIde and SHow Accounts window, account settings, and to the shortcut menu when clicking on an account on the sidebar.  A couple of these are only in version 5.17.1 so make sure to upgrade by clicking on Quicken : Check for Updates. 

    Scheduled Transaction Sync and New Register Setting
    Another feature customers have been requesting is the ability to sync their scheduled transactions so that your scheduled transactions will now appear on the Quicken mobile and web apps.  We've also made it easier to change what scheduled transactions you see in your register.  On your filter bar, on the right, look for a new Clock icon ​.   


    Clicking on this icon allows you to designate the time period in which you'll see your scheduled transactions.

    This used to be only in Account Settings but is now its easily accessible right in the register.

    As usual, please post comments or issues you're seeing in the v5.17 release here in this forum post.  The Quicken Mac development team will be monitoring the comments.

    UPDATES
    • 7/1 - Started rolling out 5.17 to a small group of customers.
    • 7/2 - Started rolling out 5.17.1 to a small group of customers.  This means that only a few people will see the upgrade notice however everyone can upgrade.  If you want the latest build now, simply go to Quicken : Check for Updates to download the new v5.17 release.  We will most likely open this up to everyone next week after the 4th of July holiday.
  • jacobsjacobs SuperUser, Mac Beta ✭✭✭✭
    edited July 3
    @GoBears

    https://community.quicken.com/discussion/7877756/qmac-5-17

     I agree with your #1: Recently Opened should be ordered by last opened date, with most recent at the top. That's the way macOS works, so Quicken should, too.

    I think your #2 isn't a big need. The list of Recently Opened will only contain up to 10 reports according to the note from Quicken Marcus, so I don't see a need to complicate it by making the list user-editable. 

    And I agree with your #3: showing the date of last activity would be useful. I think there was a note during beta testing that they were considering it, so they probably decided to err on the side of simplicity for not, and wait to see what the user feedback was. 
    (Removed- Post is now open)
    QMac 2007 & QMac Subscription • Quicken user since 1993
  • RickORickO SuperUser, Mac Beta ✭✭✭✭
    Scheduled "send" transactions should allow zero amount. I have several scheduled transactions that are sent each month using Bank Bill Pay. I have them set to "I'll do it myself" for Mark as Paid. When I try to set them as "Bank Bill Pay", it is not allowed because they have an amount of $0.00. I have them set this way because the amount varies and I don't know the actual amount until the bill comes. Quicken should allow these scheduled transactions in the register with amount $0.00 and "send" in the Check# field. Only prevent the $0.00 amount if the transaction is marked as paid and the amount not changed.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • lhossuslhossus SuperUser ✭✭✭✭✭
    Re: New Report Navigation

    Although not highlighted in the announcement, there are three more columns that may be displayed with list of reports: date Created, Edited and Opened

    This capability goes most of the way to answering @GoBears suggestion #1, and seems to cover #3. 
    Quicken Mac Subscription
    macOS Mojave 10.14.6
  • jacobsjacobs SuperUser, Mac Beta ✭✭✭✭
    @Quicken Marcus  There is what I believe to be a bug in the 5.17 release: reports now will not save the state of collapsed categories/subcategories. That is, if you carefully customize a report with some categories collapsed and some expanded, and save the report, upon re-opening, all categories are re-set to being fully expanded. (I haven't tried them all, but this is true with New Transaction, Net Summary, New Comparison, and Net Worth reports that I tested.)

    In fact, Quicken doesn't even see changing collapsed categories as a change to the report. That is, if you create a report and save it, and then collapse several categories, the Save button remains grayed out, because Quicken thinks there is nothing changed to save.

    This is a really annoying and painful problem because you can spend a liot of time tediously setting those triangles to a report you want, only to re-open the report and find your work was lost.

    (Side note: adding and Expand All/Collapse All control to the reports interface would be a huge time saver for configuring reports.)
    QMac 2007 & QMac Subscription • Quicken user since 1993
  • jacobsjacobs SuperUser, Mac Beta ✭✭✭✭
    @Quicken Marcus  One small aesthetic quibble which is bugging me in the 5.17 release. In the sidebar, if the list of accounts is longer than the height of the Quicken window, the sidebar acquires a scroll bar on the right side to allow navigation up and down the account list. But when the scroll bar is present, the number values are moved about 14 pixels to the left -- but the Net Worth and Separate Accounts lines are below the scrolling account list, and the placement of those numbers isn't moved when all the other numbers are shifted to the left. As a result, the column of numbers doesn't line up.



    As I said, it's a minor aesthetic thing, but having a total which isn't aligned with the numbers above catches my eye repeatedly as something which appears to be out of place.
    QMac 2007 & QMac Subscription • Quicken user since 1993
  • glennmaccglennmacc Member ✭✭✭
    @Quicken Marcus I think there is another bug too. In Budgets, if you scroll down through the Categories in a budget, eventually you reach the end of the categories, but you can continue to scroll and the 12 months to the right continue to move so category names and numbers no longer align. I'm not sure I am explaining this clearly, so here is a screen shot of what happens.
  • RickORickO SuperUser, Mac Beta ✭✭✭✭
    lhossus said:
    Although not highlighted in the announcement, there are three more columns that may be displayed with list of reports: date Created, Edited and Opened

    This capability goes most of the way to answering @GoBears suggestion #1, and seems to cover #3. 
    Good catch!

    One bug (or at least flaw) regarding these columns: while you can click a column to sort by it, and you can resize columns, you cannot rearrange the order of columns as can be done in a register, reports, etc.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • jacobsjacobs SuperUser, Mac Beta ✭✭✭✭
    RickO said:
    One bug (or at least flaw) regarding these columns: while you can click a column to sort by it, and you can resize columns, you cannot rearrange the order of columns as can be done in a register, reports, etc.
    On the flip side, making the change to add the columns in any Reports group or sub-group makes the change in all report groups and sub-groups, unlike registers, where each one must be set up individually. ;)
    QMac 2007 & QMac Subscription • Quicken user since 1993
  • gmcurtisgmcurtis Member
    When I downloaded transactions to my account it re-entered transactions all the way back to April. I have gone through and fixed that, but now it still will not reconcile correctly.
  • JonJon Member ✭✭
    edited July 4
    > @jacobs said:
    There is what I believe to be a bug in the 5.17 release: reports now will not save The state of collapsed categories/subcategories. That is, if you carefully customize a report with some categories collapsed and some expanded, and save the report, upon re-opening, all categories are re-set to being fully expanded. (I haven't tried them all, but this is true with New Transaction, Net Summary, New Comparison, and Net Worth reports that I tested.)
    >

    It also happens with the Category Summary report, which is the main report I use.

    9 times out of 10 I want all the categories collapsed, because I mostly run the report to get the top level category spending amounts. I'd be OK with the report just defaulting to having all the categories collapsed, but I know not everyone will share my particular preference on that. It would be better for everyone if the report would save the collapsed/expanded state as it used to.> @jacobs said:
  • michaelweinbergmichaelweinberg Member ✭✭
    edited July 4
    > @glennmacc said:
    > @Quicken Marcus I think there is another bug too. In Budgets, if you scroll down through the Categories in a budget, eventually you reach the end of the categories, but you can continue to scroll and the 12 months to the right continue to move so category names and numbers no longer align. I'm not sure I am explaining this clearly, so here is a screen shot of what happens.

    Thanks for pointing that out @glennmacc. I run across that bug all the time and never thought about reporting it. @Quicken Marcus : This is a frustrating glitch, and it would be great to have it fixed so the rows always stay aligned. Thanks for all you do to keep improving the product!
  • ShingShing Mac Beta ✭✭✭
    > @michaelweinberg said:
    > > @glennmacc said:
    > > @Quicken Marcus I think there is another bug too. In Budgets, if you scroll down through the Categories in a budget, eventually you reach the end of the categories, but you can continue to scroll and the 12 months to the right continue to move so category names and numbers no longer align. I'm not sure I am explaining this clearly, so here is a screen shot of what happens.
    >
    > Thanks for pointing that out @glennmacc. I run across that bug all the time and never thought about reporting it. @Quicken Marcus : This is a frustrating glitch, and it would be great to have it fixed so the rows always stay aligned. Thanks for all you do to keep improving the product!

    I reported this in the past (I think during beta testing) so I'm glad to see others reporting it.
  • RickORickO SuperUser, Mac Beta ✭✭✭✭
    Quicken Marcus, Please see the 5.17 bug report replicated by several users here:

    https://community.quicken.com/discussion/comment/20103771#Comment_20103771

    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • ZoolookZoolook Member ✭✭✭
    Hi - I am enjoying the new features in this release. I wanted to note two things:

    1) It doesn't seem possible to edit a single instance of a scheduled transaction, without posting it. I can skip it, edit all future instances, delete it, edit the payee, but not change the amount of that instance. This is definitely possible in the Windows version and other apps. If I post it, I can then edit it like any transaction, but there might be reasons for editing and waiting to post.

    2) The crafting of reports is become better and better, but there are still no visualization options for any of them except the pre-canned ones you get online or on the summary screens of accounts. It would be great to be able to choose accounts and/or categories/payees/tags for trending reports or bar-charts (and I suppose Pie charts... ) In the vote for features thread, there's nothing specifically mentioned about visualizations. Is this something being worked on?
  • caramcaram Member ✭✭
    @marcus, since you're busy improving reports, I am still missing an option to filter uncleared transactions.

    This could for example go in Reports / Customize / Advanced:
      Cleared: o Include all transactions (default)
                      o Include only cleared transactions
                      o Include only uncleared transactions
  • Scott RoseScott Rose Mac Beta ✭✭✭✭
    I'm having a issue with the "Report A Problem" feature in Quicken Mac 5.17.1 on macOS 10.15.5.

    Whenever I choose "Help > Report A Problem", and then I type up my problem and choose "Send to Quicken", I get an error message that says:

    "An unexpected error occured while sending your feedback report.
    Please verify that you are connected to the Internet and try again."

    BTW: The word "occurred" is spelled incorrectly.

    I am connected to the Internet properly — Quicken is successfully downloading all of my financial transactions, and Quicken is successfully syncing to Quicken Cloud just fine. So Quicken is communicating perfectly with the Internet. 

    The only thing that isn't working is trying to "report a problem" to the Quicken team.

    This even happens with a brand new Quicken file! If I create a sample test file that is completely blank, the same problem happens. So it's something with the app itself, not my Quicken file.

    I restarted my computer, and I even tried deleting the Quicken app and re-downloading it from the Quicken website & re-installing it. Same problem. (Not sure if I needed to trash any Quicken Preference files — the only thing I did was trash the Quicken app itself, prior to reinstalling.)

    There are no problems with my Internet. No firewalls or anything like that. I'm not behind a VPN, not behind a firewall. Just normal Internet connection at my home. 

    Quicken downloads all of the financial transactions just fine. And it's syncing to Quicken Cloud just fine, too.

    It only gives me an error message when I try to send problem reports. 

    And it happens with a sample blank test file, too! 

    So something strange is going on here.

    p.s. These are the 2 reports that I was trying to report:

    Problem Report #1:
    https://community.quicken.com/discussion/7877838/major-bug-with-category-transaction-report-q-mac

    Problem Report #2:
    https://community.quicken.com/discussion/7877887/major-bug-categories-changed-to-indecipherable-text-syncing-cloud-data-fails

    Thanks!
  • Jim_HarmanJim_Harman SuperUser ✭✭✭✭✭
    At one time there was a problem with Report a Problem in QWin where it would crash if you had not previously viewed each of the logs you are trying to send. You might try that and see if it helps.

    Good Luck!
    -- Jim QWin Premier subscription
  • jacobsjacobs SuperUser, Mac Beta ✭✭✭✭
    Zoolook said:
    1) It doesn't seem possible to edit a single instance of a scheduled transaction, without posting it. I can skip it, edit all future instances, delete it, edit the payee, but not change the amount of that instance. This is definitely possible in the Windows version and other apps. If I post it, I can then edit it like any transaction, but there might be reasons for editing and waiting to post.
    You can edit a single instance of a scheduled transaction -- but only the next scheduled instance. Just double-click on the gray transaction in the register to edit it, and you can edit the date or amount, and save the transaction without marking it Paid. 
    QMac 2007 & QMac Subscription • Quicken user since 1993
  • jacobsjacobs SuperUser, Mac Beta ✭✭✭✭
    caram said:
    @marcus, since you're busy improving reports, I am still missing an option to filter uncleared transactions.
    If you want a report of uncleared transactions, you get it via the register, not Reports. Choose your Account in the left sidebar. In the register, change the third filter from Any Status to Uncleared. That will show just your uncleared transactions. you can print this register view (or export it).

    I agree that it would be helpful to set this as a criterion in Reports, so it could be combined with other criteria -- but for what most people need most of the time, printing a report of a filtered register fills the need.

    There are other important things we can't yet search for in reports, particularly Memo/Notes, that I hope to see included in the future. (This was one of the most useful things to me about the old Quicken 2007 Quick Reports.)
    QMac 2007 & QMac Subscription • Quicken user since 1993
  • Austin@[email protected] Member ✭✭✭✭
    @Quicken Marcus I'm loving this update! A couple of things that would be nice relating to reports:

    First, when on the "Tags" tab when customizing a report, it would be really helpful if there was an option to include "None" in addition to "Any" and "All".

    This would make it really easy to generate a report that doesn't include any transactions with a specific tag, but includes all others. Currently to do this, you have to set it to "Any" and then select all existing tags except for the one you don't want included. And this doesn't work well because any time you add new tag to the system, you need to remember to come back to the report and select the newly-added tag so that transactions with the new tag won't be inadvertently included in the report. (If someone knows a better way of doing this, please enlighten me!)

    Secondly, it would be great if you could create subfolders for custom reports, similar to how there are subfolders listed under the standard "Quicken Reports" heading.

    Thanks for all the hard work on Quicken Mac. I like the direction it's headed!
  • s2kdrivers2kdriver Member ✭✭
    edited July 7
    Great new release. I really like the new Close Account and Separate Account features, as well as the revamped Reports list. However, I would like to report a small GUI bug. Under the Home tab, I am seeing a graphics overwrite for the Spending Over Time and Net Income views. Spending by Category is fine. See the attached screen shots. This may be due to the fact that I have multiple currencies active and the currency selection drop down overwrites the date selection drop-down in two of the three views. (FYI - I am running QM 5.17.1 on MacOS High Sierra 10.13.6 latest build)
  • Tim WTim W Member ✭✭✭
    One odd issue I noted: When upgrading to 5.17.1 from 5.16.1, Quicken generated a partial duplicate of every account, active or hidden, that had originally been created in Quicken 2007, and it placed these partial duplicates in the new Hidden Accounts sidebar. Each partial duplicate had the same name as the actual account but with a "2" appended and containing no transactions.
  • Scott RoseScott Rose Mac Beta ✭✭✭✭
    At one time there was a problem with Report a Problem in QWin where it would crash if you had not previously viewed each of the logs you are trying to send. You might try that and see if it helps.

    Good Luck!
    Thanks, this helped me solve the problem, which needs to be reported to Quicken Mac as a bug. You have to **UNCHECK** the Console.txt checkbox, in order for the problem report to be sent.
  • Garry@[email protected] Member ✭✭✭
    edited July 10
    >@Scott Rose said:
    >(Quote)
    >You have to **UNCHECK** the Console.txt checkbox, in order for the problem report to be sent.

    This doesn't work for me. Also, clicking on "Console.txt" does not show the file. Perhaps it is protected by macOS.

    I have also tried: unchecking all the log files; and displaying then checking/unchecking. No combination of checking/unchecking with/without the sanitised file and/or screenshot works. I just get the "Unexpected error" dialog.

    LittleSnitch shows that the problem report function is connecting to: "api.mixpanel.com" and "services.quicken.com" and perhaps others. But, Quicken is not getting the expected response and so pops the error.

    ConnLog.txt has this:

    Starting ('POST') connection to https://services.quicken.com/feedback
    2020-07-11 00:07:41 +0000 (2020-07-10 17:07:41 GMT-7): [#55] ConnectionFinished (0.2222 seconds)
    2020-07-11 00:07:41 +0000 (2020-07-10 17:07:41 GMT-7): [#55] <<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<
    Response status: http0

    But, HTTPlog.txt has this:

    2020-07-11 00:07:41 +0000 (2020-07-10 17:07:41 GMT-7): [#55] RESPONSE HEADERS:

    BODY:
    {"errors":[{"title":"Trying to access a deleted dataset.","httpStatus":401,"detail":"QCS Unauthorized Access - Entity has already been deleted [name=Dataset, id=222099537117237249, parameter=id]","code":"QCS-0401-5"}]}



    Really looks like a bug :(
  • RIckRIck Member ✭✭✭
    I found another instance of the graphics overwrite issue that s2kdriver mentions above. It actually occurred in the last version of 5.16 (and maybe sooner) but I didn't report it. The issue is in the Securities window. Select a security and click edit. Then select the Price History tab. Scroll down the daily prices list and the data mixes over the Date, Opening Price, Closing Price, etc. row. I can't tell if it rolls over or under but that row becomes unreadable.
  • RickORickO SuperUser, Mac Beta ✭✭✭✭
    I can confirm this. Screenshot below. I think the problem is that the header line is transparent. The header line stays in place while scrolling, as it should. But being transparent, you see data lines underneath as they scroll by. If it were opaque, then scrolling would appear to be normal. Should be a simple fix.


    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • jlggjlgg Member ✭✭
    This does not happen for me. The header line stays opaque as you can see in the screen shot. Have you perhaps checked "Reduce transparency" in System Preferences: Accessibility: Display
  • ShingShing Mac Beta ✭✭✭
    Normally I have "reduce transparency" off and I do not see this behavior. I turned on "reduce transparency" and restarted Quicken and observed the behavior described above.
  • RickORickO SuperUser, Mac Beta ✭✭✭✭
    Confirmed: Reduce Transparency is the culprit. When I turn it off, the header lines behave normally. It's ironic that Reduce Transparency is having the opposite effect on the header lines: making them transparent.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
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