Quicken for Mac v5.18 Released
In a recent customer survey, the ability to budget transfers was ranked in the top 20 features requested. This is an important feature for a number of situations. For example, you can use it to track deposits to savings and retirement accounts when preparing for retirement or to track withdrawals coming from retirement accounts once you have retired. You may also use it to track transfers to an account used for a specific purpose, such as to a vacation account or to a child's account that you do not otherwise track.
In the budget category picker, you'll find new Transfer In and Transfer Out items so you can choose what specific transfers you want to track.
Quick Pay and Check Pay Under Updated Bill Pay tab
We've updated the old Online Payment tab in the register and renamed it Bill Pay. It used to work only with Bank Bill Pay but we have enhanced it so it also supports Quick Pay and Check Pay. This should make it easier to pay your bills from within Quicken.
New Bills & Income Activity View
Under Bills & Income, we've had a Recently Paid and Recently Deposited section that appeared on the right side of the screen. Sometime this view would get hidden and customers couldn't find a way to make it reappear or on small screens, it took up too much room so one couldn't see the bills they wanted to pay. To solve this we've created a new tab called Activity where you'll find all recently paid bills and scheduled deposits to your accounts. Now there's a single, easy to use, location to review your paid bills. A blue dot appears on the tab if there's something new to check out.
Please Hide My Hidden Accounts
In the last release, we added the ability to group hidden, separate, and closed accounts on the sidebar. This was to allow people to continue to search for transactions in closed accounts but getting them out of the way so you didn't have to see them all of the time. It also allowed one to designate an account as Separate so it didn't get included with one's personal accounts if you also oversaw your kids or elderly parent's accounts. A number of customers expressed an interest to go back to the old design where a hidden account was really hidden so we've added Account Display options in the sidebar preference menu. Just click on the three dots and select which type of accounts you want to hide or show. Note that this is a Mac-only setting and, if synced, these accounts will still appear as hidden or separate on web, and mobile.
New Report Enhancements
We continue to work on improving reports. In a previous release, we adopted the model where one could customize the disclosure triangles in a report to show or hide specific sections of a report. When Quicken printed or exported the report, it would honor the disclosure triangles and only show sections if they were expanded. This gave people greater control over how they wanted a report to print or export but also made it hard to reset the display back to a default state. Now we've added a new Table Options button that gives you the Expand All and Collapse All feature to make it easier to expand or collapse the disclosure triangles.
Also new in reports is a report description that provides more information on what the standard reports are tailored for and what elements make up the report. You can also add custom descriptions to your own reports.
If you find issues in this release, please put a comment in this post. We'll be monitoring the comments in this specific article for a couple of weeks so we can move quickly to fix any problems that come up. If you're seeing connectivity issues, it is most likely not related to this release. Please contact support or search notices about bank outages. We didn't change anything in that area of the product in this release.
The Quicken Mac Development Team
UPDATES9-22: Quicken for Mac v5.18 is in limited release. If you're interested in trying it out now, go to the Quicken menu and select Check for Updates.
9-25: Quicken for Mac v5.18.1 in limited release.
9-29: Quicken for Mac v5.18.2 released to all customers.