Removed Feature: Hover over a bar in the lifetime planner to see Total Portfolio Value

Until today when I hovered over the last year of my planI could see how much, if anything, would be left at the end of our plan. Now that value is not displayed and I have to click on the bar to display the Plan Summary for that year and then scroll to the end to view the Total Portfolio Value. It's not a huge inconvenience, but why was it removed? Thank you.

Best Answer

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    I am running R59.10.

    Quicken Classic Premier (US) Subscription: R59.10 on Windows 11

Answers

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I just checked and hovering over any specific year still pops up the net balance at the end of that year.

    Have you tried closing Quicken and then reopening it?

    If you did and you also had updated Quicken to the most recent version, then sometimes the version update did not complete properly. Sometimes rebooting the computer can resolve that issue.

    Sometimes, downloading and installing the most recent the Manual Patch Update file will resolve the issue. You can download that file from:

    Quicken for Windows: Manual Patch Update | Quicken.

    Quicken Classic Premier (US) Subscription: R59.10 on Windows 11

  • markjwilson
    markjwilson Member ✭✭
    edited October 18

    Thank you for your reply and suggestions. Unfortunately, none of them resolved this problem.
    I closed and reopened Quicken. No change.
    I rebooted Windows. No change.
    Quicken was up to date (Build 27.1.59.10), but I downloaded and installed the latest patch (QW27.1.59.10M.exe) anyway. No change.

    I use that hover feature nearly every day (you can call me compulsive) and I miss it. Is there anything more you can suggest?

    Windows 11 Enterprise

  • BK
    BK Quicken Windows Subscription Member ✭✭✭✭

    Do you see the value if you hover over the first year (this year) of your plan? By any chance are you using dual monitors?

    I am asking since I have a few similar issues with the hover-over pop-ups and all are related to using dual monitors. They actually do display, but far far right off the screen in space! If I turn off the secondary monitor, then everything displays fine. Just a thought.

    - QWin Deluxe user since 2010, US subscription on Win11
    - I don't use Cloud Sync, Mobile & Web, Bill Pay/Mgr

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭

    If you click on the bar for any year, do you get the breakdown popup?

    Quicken Classic Premier (US) Subscription: R59.10 on Windows 11

  • markjwilson
    markjwilson Member ✭✭
    edited October 17

    BK
    I don't see the value no matter which year I hover over. I use an external monitor plugged into my laptop. To test your theory, I unplugged the external monitor. Still no hover value. This is probably not relevant, but I have occasionly had a problem with the hover, but if I click anywhere in the planner then hover over a year, the value pops up. Now, even clicking in the planner doesn't help.
    Thank you.

  • markjwilson
    markjwilson Member ✭✭
    edited October 17

    Boarnmaniac
    Yes, if I click the bar for any year I do get the breakdown popup.
    Thank you.

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I'm guessing that there must be either some system or Quicken setting/preference that is not allowing the popup when hovering the cursor but I wouldn't know what that might be. Perhaps someone else with some additional insight on this will pipe in on this thread and can be of assistance.

    Quicken Classic Premier (US) Subscription: R59.10 on Windows 11

  • markjwilson
    markjwilson Member ✭✭

    I just noticed hovering over bars in my Income and Expenses report no longer displays the total income or expenses as it has in the past. This looks like a change/bug in the graphics or reports module.

  • BK
    BK Quicken Windows Subscription Member ✭✭✭✭

    I too hope someone will pipe in as this is very strange.

    Here is a test to determine if the hover popups exist at all:

    • Close/quit Quicken
    • Go to C:\Program Files (x86)\Quicken
    • Find the qw.exe application (has the red Quicken icon)
    • Right click on it > select Properties
    • Select the Compatibility tab
    • At the bottom, click on "Change high DPI settings"
    • At the bottom, check the box "Override high DPI scaling behavior"
      > and select "Application" in the corresponding drop down
    • OK > Apply > OK
    • Launch Quicken

    It may look ugly and big, but now try to see if you can see the hover popups. If yes, this suggests some scaling issue. At your preference go back to the steps above to undo them. If you don't hear from anyone else, I personally would perform a complete uninstall of the Quicken program and a fresh install to see if that resolves it.

    - QWin Deluxe user since 2010, US subscription on Win11
    - I don't use Cloud Sync, Mobile & Web, Bill Pay/Mgr

  • BK
    BK Quicken Windows Subscription Member ✭✭✭✭

    As I mentioned earlier that I too have some issues, and this is what it looks for me where the hover popup is about 9 inches to the right and outside the Quicken application. And if I have the application to the right of the screen, or if I hover the mouse on the right side of the graph, then I don't see the popup as it is off the screen.

    - QWin Deluxe user since 2010, US subscription on Win11
    - I don't use Cloud Sync, Mobile & Web, Bill Pay/Mgr

  • markjwilson
    markjwilson Member ✭✭
    edited October 18

    BK
    I am grateful for everyone's help. Unfortunately, my situation got worse.
    I am a retired software developer so I've been around the block many times and I am not deterred, just a little frustrated.

    I followed the instructions to "Override high DPI scaling behavior." That did not resolve the problem so I reset the DPI scaling settings.
    I decided to ininstall and install a fresh copy of Quicken. That failed and now I can't start Quicken. Aargh!

    Here's what I did and the results:
    Downloaded a fresh install from Quicken.com ("I'm installing or reinstalling Quicken Classic")
    Uninstalled Quicken
    I did not remove the folder where Quicken was installed, hoping that my old configuration settings would be preserved.
    Did a power off and reboot
    Ran the downloaded installer: Quicken.exe, Product version: 27.1.59.6

    The install failed. Here
    is the Quicken Install Log (file:///C:/ProgramData/Quicken/Log/installer/20241018_133013/setup.htm)

    What do you suggest I do now?

    =================================================================

    Fri Oct 18 13:30:13.38 2024 : Log Opened
    Fri Oct 18 13:30:13.38 2024 : Getting OS Version info
    Fri Oct 18 13:30:13.38 2024 : OS stats:
    Fri Oct 18 13:30:13.38 2024 : Microsoft Windows Vista family
    Fri Oct 18 13:30:13.38 2024 : Workstation
    Fri Oct 18 13:30:13.48 2024 : Checking for multiple setup.exe-s
    Fri Oct 18 13:30:13.48 2024 : Checking for admin rights
    Fri Oct 18 13:30:13.48 2024 : User has administrator rights
    Fri Oct 18 13:30:13.48 2024 : Checking application paths
    Fri Oct 18 13:30:13.48 2024 : Module Path: C:\Users\MARKWI~1\AppData\Local\Temp\pft7E83.tmp\DISK1
    Fri Oct 18 13:30:13.48 2024 : CD Root: C:\Users\MARKWI~1\AppData\Local\Temp\pft7E83.tmp
    Fri Oct 18 13:30:13.48 2024 : Processing command line arguments
    Fri Oct 18 13:30:13.48 2024 : Command line parameters:
    Fri Oct 18 13:30:13.48 2024 : OS check OK
    Fri Oct 18 13:30:13.48 2024 : Checking to see of QuickenPatch is already open
    Fri Oct 18 13:30:13.54 2024 : quickenPatch is closed.
    Fri Oct 18 13:30:13.54 2024 : Checking to see of Quicken is already open
    Fri Oct 18 13:30:13.59 2024 : Quicken is closed.
    Fri Oct 18 13:30:13.59 2024 : msiexecpath found: C:\Windows\SysWOW64\msiexec.exe
    Fri Oct 18 13:30:13.63 2024 : MSI version found: 5.0
    Fri Oct 18 13:30:13.542 2024 : UpdateProductName: ProductName is Quicken
    Fri Oct 18 13:30:13.579 2024 : Checking if Quicken is already installed.
    Fri Oct 18 13:30:13.581 2024 : Looking for version in MSI package C:\Users\MARKWI~1\AppData\Local\Temp\pft7E83.tmp\DISK1\Quicken.msi
    Fri Oct 18 13:30:13.581 2024 : Loading C:\Windows\SysWOW64\msi.dll
    Fri Oct 18 13:30:13.595 2024 : Found product code {62D93E3E-2F8E-42BD-9343-896F4F0031D3}
    Fri Oct 18 13:30:13.595 2024 : Product not installed on this machine
    Fri Oct 18 13:30:13.601 2024 : Looking for Quicken install path
    Fri Oct 18 13:30:13.601 2024 : Looking for Quicken.ini in All Users\AppData directory
    Fri Oct 18 13:30:13.601 2024 : Found: C:\ProgramData\Quicken\Config\Quicken.ini
    Fri Oct 18 13:30:13.601 2024 : Quicken.ini found but there's no ExePath!
    Fri Oct 18 13:30:13.601 2024 : Looking for Quicken.ini in Windows directory
    Fri Oct 18 13:30:13.601 2024 : Found: C:\WINDOWS\Quicken.ini
    Fri Oct 18 13:30:13.613 2024 : Quicken.ini found but there's no ExePath!
    Fri Oct 18 13:30:13.615 2024 : ExePath NOT Found:
    Fri Oct 18 13:30:13.615 2024 : Previous version of Quicken NOT FOUND!
    Fri Oct 18 13:30:13.615 2024 : Checking if Quicken is already installed found: Quicken not installed
    Fri Oct 18 13:30:13.615 2024 : Closing Quicken agents
    Fri Oct 18 13:30:13.615 2024 : Closing class
    Fri Oct 18 13:30:13.615 2024 : Closing class
    Fri Oct 18 13:30:13.615 2024 : Closing class
    Fri Oct 18 13:30:13.615 2024 : Closing class
    Fri Oct 18 13:30:13.615 2024 : Closing class
    Fri Oct 18 13:30:13.650 2024 : Installing 3rd party apps
    Fri Oct 18 13:30:13.652 2024 : msiexecpath found: C:\Windows\SysWOW64\msiexec.exe
    Fri Oct 18 13:30:13.652 2024 : MSI version found: 5.0
    Fri Oct 18 13:30:13.652 2024 : Verifying .NET Framework Installation and Health Check-up
    Fri Oct 18 13:30:13.694 2024 : Verification of .NET Framework Installation and Health Check-up done
    Fri Oct 18 13:30:13.694 2024 : Checking IE 6.0 version
    Fri Oct 18 13:30:13.694 2024 : IE version found 9.11.26100.0
    Fri Oct 18 13:30:25.694 2024 : Checking for locked files.
    Fri Oct 18 13:30:25.694 2024 : File not found : C:\ProgramData\Quicken\Config\q.dat
    Fri Oct 18 13:30:25.694 2024 : File not found : C:\ProgramData\Quicken\Config\qwpkg.cfg
    Fri Oct 18 13:30:25.694 2024 : File not found : C:\ProgramData\Quicken\Config\pricode.ini
    Fri Oct 18 13:30:25.694 2024 : msiexecpath found: C:\Windows\SysWOW64\msiexec.exe
    Fri Oct 18 13:30:25.694 2024 : Quicken Package Path: C:\Users\MARKWI~1\AppData\Local\Temp\pft7E83.tmp\DISK1\Quicken.msi
    Fri Oct 18 13:30:25.731 2024 : Install Properties: QLOG_DIR="20241018_133013" INSTALLDIR="C:\Program Files (x86)\Quicken" ARPINSTALLLOCATION="C:\Program Files (x86)\Quicken" ISQNUE=FALSE ISTRIAL=FALSE QUILEVEL=1 LAUNCHED_BY_SETUP=1
    Fri Oct 18 13:31:29.49 2024 : Check Quicken Version after Install
    Fri Oct 18 13:31:29.49 2024 : Build Version: 27.1.59.6
    Fri Oct 18 13:31:29.194 2024 : Wrong File Version for: C:\Program Files (x86)\Quicken\SendError.dll
    Fri Oct 18 13:31:29.194 2024 : File Version: 27.1.3.4
    Fri Oct 18 13:31:37.296 2024 : File not found : C:\Program Files (x86)\Quicken\QHI.EXE
    Fri Oct 18 13:31:37.296 2024 : Now Uninstall All versions of Quicken due to version mismatch.

  • markjwilson
    markjwilson Member ✭✭

    I renamed the Quicken installation folder and I'm reran the install. This time it completed.

    Unfortunately, I still do not see the popup when I hover over a bar in the Planner or in a Report graph.

    I think I'll try Quicken Support and see what they say.

    Thank you.

  • BK
    BK Quicken Windows Subscription Member ✭✭✭✭
    edited October 18

    @markjwilson

    I am sorry that you are experiencing such issues. Most likely I am not as good as you on the software side. However, I have never had an issue performing a complete uninstall and reinstall of Quicken and can do so with my eyes closed - which is of no comfort to you. I just did it again on my VM and no issues. Perhaps you have some specific security settings on your system. But I will investigate your log if I can understand it.

    Until then:

    • Did you install using right click on Quicken.exe > "Run as Administrator"?
    • Some AntiVirus/AntiSpyware software block part of installation so it is suggested to temporarily disable your AVs before installation.

    RE: I did not remove the folder where Quicken was installed, hoping that my old configuration settings would be preserved.

    If you are referring to configuration settings such as the "Preferences", those are all embedded within your data file. The only ones that are not, are things like memorizing the prior location of the program on your screen when it opens, [edit: as well as any preferred location of where your backup is saved]. So a clean uninstall IMO includes removing ALL related folders (except the one that contains your actual data file, of course), and those are:

    • C:\Users\[UserName]\AppData\Local\Quicken
    • C:\Users\[UserName]\AppData\Roaming\Quicken
    • C:\Program Files (x86)\Quicken
    • C:\Program Files (x86)\Common Files\Quicken
    • C:\ProgramData\Quicken

    And I personally always use the "CCleaner" utility to clean up the Windows Registry after uninstalling, but this step is up to your comfort level.

    Since you already did one uninstall attempt, I suggest that you uninstall again. After that this time remove (or RENAME) the related folders listed above and reboot. Then disable your AVs first and install Quicken.exe as Admin.

    - QWin Deluxe user since 2010, US subscription on Win11
    - I don't use Cloud Sync, Mobile & Web, Bill Pay/Mgr

  • BK
    BK Quicken Windows Subscription Member ✭✭✭✭

    I think I'll try Quicken Support and see what they say.

    Please post back your findings with support so that others can benefit from it. Thank you.

    - QWin Deluxe user since 2010, US subscription on Win11
    - I don't use Cloud Sync, Mobile & Web, Bill Pay/Mgr

  • markjwilson
    markjwilson Member ✭✭
    edited October 18

    I called Quicken Support. I was surprised when I reached a human almost immediately, and further surprised when he patiently worked with me for an hour and a half. Unfortunately, he couldn't resolve my issue and he could not reproduce this issue, but he was running R58.x, not R59.10 as I am.

    BK - I did notice one important thing during the call. I typically display Quicken on my external monitor. When I hover, the popup displays on my laptop. Unfortunately, I disconnected my external monitor and opened Quicken on my laptop screen and the popup doesn't display. I reported this behaviour and it is a clue that I hope they will pursue. I noticed just now that if I drag my cursor across the bars of the Lifetime Planner, fragments of those bars are displayed on my laptop screen! That's a serious graphics problem.

    I asked him for an install of the version he was running. With that, I could discover whether the problem is in R59.10, or if it is caused by something in my Windows system, but he said he couldn't do that. Half of the time I spent on the call was waiting while he went to talk to someone else. I think he is not very experienced.

    I received a confirmation message after the call with the subject "Closed Ticket." That makes me doubt that anyone will be looking into this.

    Boatmaniac and BK, what version of Quicken are you running?

    Thanks again for the help you have all provided to me.

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    I am running R59.10.

    Quicken Classic Premier (US) Subscription: R59.10 on Windows 11

  • BK
    BK Quicken Windows Subscription Member ✭✭✭✭
    edited October 19

    My main is R56.9 - not a typo. My test setup is the latest, now at R59.10. In both setups the hover behaviors are consistent where they work properly in a single monitor and problematic in dual monitor (Quicken program only). EDIT: I have had this issue forever.

    BK - I did notice one important thing during the call. I typically display Quicken on my external monitor. When I hover, the popup displays on my laptop.

    Seems like you are having a similar issue as I do, in the screenshot I posted earlier, where your hover does display but inches away. So the puzzle remains why when you switch to a single monitor it does not work. Try this: (a) In the Windows display settings, switch to single monitor, (a) Set it to your laptop only and test, (b) Set it to the external only and test. Finally set it back to dual monitor but change the primary display to be laptop and test, and next set the primary display to be External and test.

    You said the issue started recently. So think back to determine what changed on that day, driver updates, windows update, etc.

    - QWin Deluxe user since 2010, US subscription on Win11
    - I don't use Cloud Sync, Mobile & Web, Bill Pay/Mgr

  • BK
    BK Quicken Windows Subscription Member ✭✭✭✭

    @markjwilson

    I pretty much identified [my] situation and it is related to monitor scaling. The recommended scaling for my laptop monitor is 125%. The recommended scaling for my external monitor is 100%. The difference between the scalings is causing my Quicken hover issue. If I set them both to be the same % value, then everything works normal on both monitors. Doing so however, causes one monitor to be too small/large for my personal visual eye comfort.

    I suggest that you experiment with the scaling values to see if any will resolve your issue.

    What I am puzzled [about my situation] is why this happens only to the Quicken program while other programs' hover display work properly in all situations. Perhaps it suggests that Quicken's hover implementation is not optimized.

    - QWin Deluxe user since 2010, US subscription on Win11
    - I don't use Cloud Sync, Mobile & Web, Bill Pay/Mgr

  • markjwilson
    markjwilson Member ✭✭

    BK
    I have been focused on other tasks, but hope to test your approach to this problem tomorrow. Thank you for the detailed and illustrated instruction you sent.

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod
    edited October 23

    Hello @markjwilson,

    We have forwarded this issue to the proper channels to further investigate it. In the meantime, we request that you please navigate to Help > Report a problem and submit a problem report with log files, a sanitized data file, and screenshots (if possible) attached to contribute to the investigation. Could you please also provide the steps to reproduce?

    Please let me know once you have done so! Thank you.

    -Quicken Jasmine

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