almendsr said: yes, the issue is with the options that appeared with the newest release. I don't plan on reverting but would like to see a fix.
Jim_Harman said: @Sherlock Is this issue just with customizations that were saved prior to R34, or does it also affect reports that were customized and saved starting with an R34 stock report?
almendsr said: I can live with a report/graph being off for a while. The data appears unaffected. If all of my saved reports are jocked up I'll probably ask for a refund on this years subscription or switch to another product. I'm not paying a subscription to be a quality tester and not have a working application.
almendsr said: I didn't know what a staged update is. I didn't know I really had a choice. I really don't want to have to research every patch that comes through from Quicken and try to track which to apply and which not to. I just assumed that patches were required and leave the QA up to the publisher. I'm paying for the product because I've used it for decades and I was too lazy to change when they switched to the vastly more expensive subscription model. Honestly if I wasn't lazy I would've switched. All of that said, if using their product and managing patches is going to be that much work I might as well bite the bullet and make the switch, get off the hamster wheel, save a ton of money. I'll buy a product that is static and just apply a patch if I have an issue. I'm paying what I'm paying for Quicken because I didn't want it to be more work. I'd suggest that Quicken control the patch release cycle and use an application option to specify if a user wants to be on the bleeding edge. By default Beta tester should be Opt-OUT and then if a user really wants to risk their app and data by testing they can Opt-IN manually.
almendsr said: I very much appreciate all the feedback and guidance. This has actually been very helpful and informative. But that said, I want this application to be like my refrigerator. I open the door. Take out a beer. It's cold. I don't want to know how the refrigerator works. I don't want to know how the beer is made. Don't want to analyze the supply chain getting it to me. I just want my stuff cold. One side freezes things and the other doesn't. I really don't think I've seen or needed a feature in Quicken that didn't exist 20 years ago when I started using it. The only reason I pay for the subscription is because they stopped updating stock prices in my portfolios if I don't keep the subscription and I figure keeping that information updated daily allows me to make some buy/sell decisions that probably offsets the $50/yr (or whatever it costs now). But this is an application similar to an appliance. It's not a hobby. The time I spend with it is the time I wish to invest understanding my finances not the tool itself. I have other hobbies. When this application starts requiring dedicated time invested just to manage the application (not my finances) is when I'm gone as a customer. I'm not going to buy a refrigerator that connects to the internet or requires patches and updates either. At least not until I have to. I do understand that this is software so not too much choice there but I hope Quicken understands that they are providing a service and the less I have to understand what they do the more I value their service. Is that ironic? Hopefully we haven't journeyed too far off topic. I just want feedback going back to the people that care and make decisions. This is my chance to do that. Someday they might hit a feature I really value but for now I'm paying them to keep my data accurate and safe. Update my portfolio. Make sure the reporting I use is still accurate and that I don't have to recreate the reports I've been using forever. I don't want surprises. I don't want another hobby. I don't want it to get more complicated, at least the parts I currently use. I don't really want to understand their release cycle. If I get a patch I'll apply it. It's an app(liance) and that's all I want it to be. And thank you for the suggestions. I need to understand this as well as my options. I do hedge my bets by keeping a copy of the application installed on a VM. I only update the app and the data quarterly (apply patches / restore from backup data). I have options if they wreck it.
Sherlock said: almendsr said: yes, the issue is with the options that appeared with the newest release. I don't plan on reverting but would like to see a fix. The issue I see will impact all report customizations. Basically, it appears Quicken is trying to determine if the saved customization is equivalent to the default and gets it wrong. To work around the issue, we must apply a customization that Quicken does not interpret as being equivalent to the default. Depending on the desired customization, this may mean creating a non-hidden dummy account, category, security, or tag that you explicitly exclude (uncheck).I'm confident Quicken will eventually resolve this and other issues in R34 before they publish an R34 release as the latest release. For now, R34 is only a staged release so it is only being distributed to a limited number of users to help identify any issue they may have introduced. Good luck and I suggest you preserve a good Quicken file backup saved before you upgraded to R34.
