Quicken for Mac v6.7 Released

Quicken Victoria

We've made great improvements to your Investing experience, and continued to focus on connectivity and overall product stability.  These are some of the release highlights:

Dark Mode is ready for prime time, having graduated from being our first Early Access feature.

Quicken will match your system’s appearance by default. If you have Dark Mode turned on, or set to “Auto”, on your Mac, Quicken will change modes along with your other software. If you’d like to always view Quicken in Light or Dark, change the setting:

Go to Quicken > Preferences and then find the Appearance menu on the General tab.

Highlight Rows on Hover 

Scan your transactions with a mouse or trackpad. Watch the rows highlighted for better visibility.

When you’re getting into the weeds of your finances, every little bit helps. Highlighting rows on hover is a simple and effective way to add focus to the transaction under your cursor. 

Drag & Drop Cards 

Rearrange the cards in your investing dashboard using drag and drop. 

We continue to improve your investing experience with the ability to rearrange the cards in your dashboard. First, click, hold, and drag down from a card’s title area. Then, drop your card on top of another card to swap positions or in the gap between cards to place it to the left or right of that card.

Pie Chart Drill-Down 

Drill-down into asset classes or “Other” slices from our dashboard charts to reveal more of your data.

You can now drill down to reveal securities that make up an asset class. The ability to drill down greatly improves the Asset Allocation and Allocation by Security cards. You can also select the Other slice to display the next level when you have more securities than can fit on a pie chart. 

Other enhancements to the Investing features:

Toolbar

The new flexible Portfolio toolbar is now located in the same location as the toolbars in Dashboard and Transactions. As the window shrinks, the buttons collapse into the “"” menu.

Edit Share Price and Edit Share Balance

In all investing accounts, you can now edit the Share Price of any security. For Simple Tracking accounts, you can also edit the Share Balance.

Calculate transactions with Share Price

In our last release, we introduced the ability to calculate investment transactions using price per share instead of total cost. We’ve extended that feature to apply to Reinvest transactions. 

JayBugs

Is there anything fixed around the major issue with Quicken Cloud Sync being On causing years old transactions to be changed and one side of transfers to disappear? I really want to upgrade to version 6.7 and turn Quicken Cloud Sync back on so I can use Quicken Mobile again. That said, I’m not willing to risk my Quicken data file being trashed again as soon as I turn on sync. Any fix in v6.7?

Quicken_ChrisC

JayBugs said:

Is there anything fixed around the major issue with Quicken Cloud Sync being On causing years old transactions to be changed and one side of transfers to disappear? I really want to upgrade to version 6.7 and turn Quicken Cloud Sync back on so I can use Quicken Mobile again. That said, I’m not willing to risk my Quicken data file being trashed again as soon as I turn on sync. Any fix in v6.7?

Hi Jay! That sounds like a bug that was fixed in the 6.6.1 release. We identified an issue where transactions were processed as newly-aggregated every time they were downloaded during sync. Much of the time it was benign, but depending your usage pattern (and renaming rules, QuickFill rules, etc) it could end up modifying already-processed transactions.

Alan T.

Defaulting price changes to the current date makes it cumbersome to change multiple prices on a specific date, such as the end of the previous month to match financial statements. I think it would be much more useful to default to the portfolio view date (data as of) which could be any date including the current one.

J_Mike

Alan T. said:

Defaulting price changes to the current date makes it cumbersome to change multiple prices on a specific date, such as the end of the previous month to match financial statements. I think it would be much more useful to default to the portfolio view date (data as of) which could be any date including the current one.

The new feature to update security quotes is a great step forward - thank you!!!

I do agree with the above comment - having the pop-up date default to the "view date" would further simplify the manual update procedure and reduce the chances for error.

Snoopy FC

I like the new additions from what I've seen so far, particularly the shorter way to update security prices.  Thanks for adding those.  However, an issue that I've noted for years still remains unaddressed.  This issue is presented here: https://community.quicken.com/discussion/7866385/make-hidden-investment-account-data-visible-in-investment-history-q-mac-edited#latest.  Here's what we were told back at version 6.3: 

This issue was noted as an oversight.  I'd just like to be able to hide all my closed accounts, but still have that data reflected in the historical portfolio graphs.  Thanks for listening.  

SRC1954

This release FINALLY got rid of the pop-up error every time I synched Quicken. I hope it's gone for good.

Jay Dubb

The new highlight rows on hover is too distracting. I looked for a preference to turn it off, but there isn't one. Please add one.

Rick2022

Highlight rows doesn't appear to be working for me.  The example above shows the selected row in dark text with other rows in gray.   When I'm on a row, the row changes to a bluish gray.  Is that the highlight?  

Just Lurking

Jay Dubb said:

The new highlight rows on hover is too distracting. I looked for a preference to turn it off, but there isn't one. Please add one.

Funnily enough, I think the hover is not distinctive enough! It's much more subtle than the above screenshot. Does yours look more like Victoria's screenshot above or mine below?

Rick2022 said:

Highlight rows doesn't appear to be working for me.  The example above shows the selected row in dark text with other rows in gray.   When I'm on a row, the row changes to a bluish gray.  Is that the highlight?  

The hover effect is much more subtle than what is depicted in the screenshot above. I'm on macOS 11.6.5, in case that matters. Below is a screenshot. The text is not bolded, and the row is not "zoomed in" as it appears to be in Victoria's screenshot in the original post.

jacobs

The highlight thing seems intended to be quite subtle, and just a quick way to locate where your cursor is. On any screen, and especially a big screen, when you move your cursor, if you aren't looking at the little arrow, it can taker a second or two for your eye to pick up where it is. I think the subtle row highlight is most effective if you move your mouse/trackpad up and down a few times, and the movement will catch your eye so you can pick up where your cursor is on the screen. (It's similar to the macOS effect where rapid back and forth movement of your mouse/trackpad makes the cursor briefly triple in size so you can find it on a large screen.)

Rick2022

Just Lurking said:

Jay Dubb said:

The new highlight rows on hover is too distracting. I looked for a preference to turn it off, but there isn't one. Please add one.

Funnily enough, I think the hover is not distinctive enough! It's much more subtle than the above screenshot. Does yours look more like Victoria's screenshot above or mine below?

Rick2022 said:

Highlight rows doesn't appear to be working for me.  The example above shows the selected row in dark text with other rows in gray.   When I'm on a row, the row changes to a bluish gray.  Is that the highlight?  

The hover effect is much more subtle than what is depicted in the screenshot above. I'm on macOS 11.6.5, in case that matters. Below is a screenshot. The text is not bolded, and the row is not "zoomed in" as it appears to be in Victoria's screenshot in the original post.

Yes, mine looks like yours - sort of blue gray - without bolding the text.   I like this but I would hate the pop-out bold text as seems to be indicated by Victoria's post.


BTW, where is Marcus.  He usually starts these threads.

jacobs

Rick2022 said:

BTW, where is Marcus.  He usually starts these threads.

@Rick2022 Marcus is no longer the product manager for Quicken Mac. He has moved on to a different position at Quicken to work on a different aspect of the Quicken ecosystem. Victoria is "the new Marcus"; she is now the product manager for Quicken Mac. 

------

Marcus was a tremendous force in the development of the modern Quicken Mac, and current Quicken Mac users owe him their gratitude for battling to bring the new program to fruition. For anyone who may be interested, here's my history of what happened, and the crucial role Marcus played in today's Quicken Mac...

Quicken Mac 2007 came out in mid-2006. At that time, the legacy program was declared incapable of being modernized to work with major under-the-hood changes Apple had made and announced for the future of the Mac operating system, so then-parent company Intuit launched work on a next-generation Mac product. Intuit first announced and demonstrated "Quicken Financial Life" at the Macworld Expo in January 2008. It was far from complete, and was slated for a fall 2008 release; it had the original underpinnings of today's Quicken Mac (including putting everything in one window, accounts in a left sidebar, a calendar view, and tags). The short-lived Quicken Online also debuted at this time. Intuit missed the fall 2008 release of the new Mac program, and stated it would ship in summer 2009. It didn't. In fact, Quicken Financial Life never made it out of beta testing. In July 2009, Intuit announced it "went back to the drawing board" based on beta user feedback, and would release the new Mac product in early 2010.

In September 2009, Intuit surprised the market by purchasing two year-old competitor Mint, and put Mint founder and CEO Andrew Patzer in charge of the personal finance division responsible for Quicken. Patzer killed Quicken Online in favor of Mint, and finally in February 2010 released the next-generation Mac product with a new name, Quicken Essentials for Mac. The "Essentials" name was because it didn't do a lot of things the older Quicken 2007 did: it didn't track investment transactions, didn't allow online bill payments, didn't export to TurboTax, didn't schedule repeating transactions, didn't allow customized reports, didn't do budgets, and didn't print checks.

Patzer said that when he came to Quicken, he felt it would be better to ship something to users rather than spending another year in software development. So in release in Quicken Essentials in early 2010, he promised that a full-featured Quicken Deluxe would follow in 2011. Meanwhile, for this feature-starved product, Intuit somehow decided to sell Essentials for $10 more than Quicken Windows. Under-powered and overpriced, drawing sharp criticism from many longtime Quicken Mac users and terrible reviews, it not-surprisingly didn't sell well. Intuit cut the price by $20 after a few months, and updates later that year brought a few additional features, like check printing, configurable columns in registers, and exporting to TurboTax — but the damage had been done.

Meanwhile, after driving changes in Quicken 2011 for Windows, Patzer didn't mesh with the Intuit corporate culture and drifted away, leaving a void in management of the Quicken teams. I've never read an accounting of what exactly happened in 2011, but the promised Quicken Deluxe for Mac was never developed and released; development ground to a halt, and the Mac development team was significantly dismantled. In late 2011, Intuit backtracked and announced it would soon have a way to run 6 year-old Quicken 2007 on the then-current Mac Lion operating system. That update, which came out in March 2012, was a Hail Mary which probably saved Quicken for Mac, because it allowed many longtime Quicken Mac users to stick with Quicken 2007 for several more years.

Marcus Aiu, a longtime Microsoft product manager for the Mac Powerpoint program, joined Intuit at the end of 2011 to head a team developing a mobile companion app for Mint. That app, Mint QuickView, was completed within 6 months and won an award from Apple as one of the best apps of 2012. While he and his team then worked to transform the Mint app into what is today's Quicken mobile app within a year, he was also put in charge of reviving the stalled Quicken Mac project. The goal was to build on and modernize the Quicken Essentials code base into the long-desired full-fledged version of Quicken Mac. With literally just a handful of developers, Marcus's Mac team re-wrote chunks of the program's internals to be compatible with changes in the Mac operating system, and added investment tracking, the mobile companion app and other features. The new Quicken Mac 2015 program was released in late summer 2014. It was still missing many features compared to Quicken 2007 and Quicken Windows, but it was a solid step forward for users who had purchased Quicken Essentials over the prior four years, and it was a major step towards having a viable replacement for Quicken 2007.

Marcus also worked with Intuit management to allow a new approach of releasing continuous enhancements throughout the year, which required complex legal changes to the company's accounting procedures, and created customer voting on the direction of future feature development. And then he surprisingly left Intuit in September 2014 to take over development of Evernote, one of his long-time favorite applications. Fortunately for Quicken Mac users, he came back. After Intuit announced in August 2015 that it would sell off Quicken, and Marcus rejoined the company just as it was becoming independent of Intuit early in 2016. For the ensuing six years, he served as principal product manager for Quicken Mac, leading the development of the program as it added dozens of new features and hundreds of bug fixes.

As the public face and spokesperson for Quicken Mac from 2012, when he was started hiring the first few programmers to work on the modern Quicken Mac, through early 2022, he took time to communicate with users in his detailed online posts. His "Update from Quicken Marcus" posts starting in 2012 gave longtime Quicken Mac users insight into the challenges and long road involved in bringing a modern Quicken Mac program to life. More importantly, he gave many users (myself included) hope that there would be a future of Quicken Mac when it appeared doubtful, and a reason not to give up and move to some other software product. His posts about each release of Quicken not only listed the new features but gave small insights into what they were working on to add onto what had just been released; he also engaged with users in the forum about problems with and limitations of new features, often resulting in quick fixes because users had direct access to the product manager. For a company with a corporate culture of communicating next-to-nothing to customers, Marcus was a breath of fresh air.

Here's hoping Marcus is happy in his new role at Quicken, and that Victoria will prove to be a great successor to Marcus in shepherding the ongoing development of Quicken Mac. Best wishes to both!

Rick2022

@jacobs

As a long time Quicken user ('94) and the direction it was headed after Q2007, I am grateful that Marcus was involved.  He made a world of difference to Quicken and Mac users.  I also appreciate your assistance in these forums.  Thanks for jotting done the history of Quicken.  

Welcome @Quicken_Victoria,  you have some huge shoes to fill.

Just Lurking

jacobs said:

Marcus was a tremendous force in the development of the modern Quicken Mac, and current Quicken Mac users owe him their gratitude for battling to bring the new program to fruition. For anyone who may be interested, here's my history of what happened, and the crucial role Marcus played in today's Quicken Mac...

Thanks for sharing that. I've seen bits and pieces of this story over time, but never this comprehensive. My time with Quicken for Mac is much shorter than yours (since 2018, I think), but I was also reassured and impressed by the steady improvements in the app and by @""Quicken Marcus" willingness to communicate and set expectations.

jacobs said:

Here's hoping Marcus is happy in his new role at Quicken, and that Victoria will prove to be a great successor to Marcus in shepherding the ongoing development of Quicken Mac. Best wishes to both!

Hear, hear! Congrats to both of them, and here's to @Quicken Victoria  continuing Marcus's tradition of engaging in the new release thread and in the beta forums.

smayer97

jacobs said:

Rick2022 said:

BTW, where is Marcus.  He usually starts these threads.

@Rick2022 Marcus is no longer the product manager for Quicken Mac. He has moved on to a different position at Quicken to work on a different aspect of the Quicken ecosystem. Victoria is "the new Marcus"; she is now the product manager for Quicken Mac. 

------

Marcus was a tremendous force in the development of the modern Quicken Mac, and current Quicken Mac users owe him their gratitude for battling to bring the new program to fruition. For anyone who may be interested, here's my history of what happened, and the crucial role Marcus played in today's Quicken Mac...

...

Here's hoping Marcus is happy in his new role at Quicken, and that Victoria will prove to be a great successor to Marcus in shepherding the ongoing development of Quicken Mac. Best wishes to both!

Where did you get all this info? I am just learning about this. Seems I have missed a lot.

Rick2022

I believe it happened with this release.  Clicking on the update accounts (circular arrow) now takes 2 - 3 times or more the amount of time it used to take.  Is anyone seeing this?

Shing

Rick2022 said:

I believe it happened with this release.  Clicking on the update accounts (circular arrow) now takes 2 - 3 times or more the amount of time it used to take.  Is anyone seeing this?

I have not noticed that behavior with my connected accounts. 

Just Lurking

Disappointing that @Quicken Victoria hasn't made a single comment on this thread, not even to weigh in on the visual difference between the "highlight rows" in screenshots above and what appears to have shipped in 6.7 and 6.7.1.

I hope we will see some interaction in the thread for Quicken 6.8.

Snoopy FC

I see 6.8 is out.  I've not seen a thread announcing it however.

JayBugs

Hight level release notes for 6.8 are at: https://www.quicken.com/support/quicken-mac-release-notes

Rick2022

I can't get 6.8 even if I do a "Check for Updates".  Did they stop the rollout?

Shing

Both my production and beta versions updated this morning. 

Snoopy FC

The issue that I've noted about hidden accounts hiding information from historical investment graphs (retirement, education, top portfolio headings, etc.) persists. 

jacobs

Rick2022 said:

I can't get 6.8 even if I do a "Check for Updates".  Did they stop the rollout?

The way Quicken routinely rolls out a new version is a "staged" release: after the first thousand or several thousand people download it, it stops being offered for a few days as the developers wait to see if there are any major issues found which did not surface during internal and beta testing. If there are no significant problems reported, they will resume offering the release to another group, and within a few days to everyone. If any problems are noted by users, they may make quick fixes and resume the rollout with a .1 version. So it's normal for a few people to get a new release and others not to get it for a few days.

Snoopy FC said:

I see 6.8 is out.  I've not seen a thread announcing it however. 

The product manager may be waiting for the formal announcement message with what's new in 6.8 until they open the download to everyone. 

Rick2022

Yep, I just opened Quicken and wasn't offered the update.  I did the "Check for Updates" and it says I'm up to date with 6.7.1.

Maybe I'll get it in a day or so.

Gilles9

@Rick2022

Try downloading it from "My account" under the Quicken logo on the top right side of Quicken

Rick2022

Thanks.  I did the Check for Updates late last night and was able to update.