Quicken Classic Mac 8.2 has been released!

Quicken Bree

We have started to roll out Quicken Classic for Mac 8.2!

You can get the latest Quicken build by clicking "Check for Updates" under the Quicken menu.

Thank you for your help and support.

Best Regards,

The Quicken for Mac Team

Please take a moment to review the summary and try the new features in the product. 

Investments

• IMPROVED Improved account value tracking for connected investment accounts, such as TIAA Brokerage, Ameriprise Financial, RBC, MassMutual, LPL Financial, Thrift Savings Plan, and more

Online Backup

• IMPROVED Original file names are now displayed in the View/Restore Backup window
• NEW You can now optionally disable notifications of completed backups

Improved Experience Working with Invoices

• IMPROVED Invoice Total, Payment Applied, and remaining Open Balance amounts are now displayed on the invoice form
• IMPROVED You can now make Sales Tax payments for a closed business
• IMPROVED Duplicated invoices retain the date of the original invoice
• IMPROVED The most recently used account is remembered when making a Sales Tax payment or deposit in the Deposit Funds window
• IMPROVED You can now easily access and review the invoice Activity Timeline from the right click menu in the Client Invoice (Accounts Receivable) accounts register
• IMPROVED You can now view an invoice as a PDF directly from the Invoices list (available via the “…” and contextual menus)
• IMPROVED A warning is now presented if a duplicate invoice number is detected
• IMPROVED You can now access the Sales Tax Liability report directly from the Sales Tax account register
• IMPROVED INVOICE text is now displayed on printed invoices that include a business logo

Business & Personal

• IMPROVED Business, Client, and Billable fields no longer display in a transaction’s Split tab when those columns are excluded from the register view
• IMPROVED Single form tax reports (e.g. Schedule A) are now organized by category
• IMPROVED You can now optionally exclude business data from the Home Dashboard

Other Fixes and Improvements

• NEW Color Tags feature has been promoted from Early Access and is now available for all users
• FIXED Fixed a bug that could cause comparison reports to miscalculate the Difference % change in some cases
• FIXED Fixed an issue where future-dated transactions prevented accurate performance calculations in the Portfolio view
• FIXED Several bug fixes and improvements were made in the Transaction Info window
• FIXED Dozens of other bugs and improvements

Charlie100

I currently have version 8.1.2. I have tried to install update 8.2 multiple times this morning. It seems to go through the process - but then the 'A New Version of Quicken is available' screen comes up again. This appears to be an endless loop. I have easily installed updates in the past. This one is different. Help!

jacobs

This happens to users from time to time. Try dragging your current Quicken.app from your Applications folder to the Trash. (Don't empty the Trash, so you can restore it if needed.) Then go to Quicken.com, log on, and download Quicken Mac. Run the installer, and you should be back in business.

Charlie100

Thanks Jacobs. I had to breathe into a paper bag a time or two as I am not a tech expert - but this seems to have work. I presume I now empty my trash and get rid of the old one?

jacobs

Yes, if you can launch Quicken 8.2 and your data file successfully, you can empty the Trash anytime you wish.

will t

probably a dumb ?, but, I have quicken mac on my mac mini. Is there any way to open this file and update/input from a pc on the web or possibly from my ipad 10? If not, say I bought a used macbook air for this purpose, would I need to by another copy of quicken, I am currently on the yearly subscription model

Jon

You have a couple options for the PC and iPad. One would be to use some sort of Remote Desktop software to access your Mac Mini and run Quicken on the Mini remotely. Another option would be to turn on Mobile & Web sync and then you could use Quicken Web from either a PC or an iPad, or you could use the Quicken Mobile app on the iPad.

If you decide to go with the Air, you don't need to buy another copy of Quicken, your subscription lets you install a copy of Quicken on each computer. Be aware that you shouldn't store your Quicken data file on iCloud or some other cloud service, that tends to cause file corruption sooner or later. You'll need to move the file back & forth between the air & the mini.

RickO

And if you end up moving the file back and forth between the air and the mini, do not move the original file. Move only a backup or compressed copy.

rogersda

"IMPROVED Improved account value tracking for connected investment accounts, such as TIAA Brokerage, Ameriprise Financial, RBC, MassMutual, LPL Financial, Thrift Savings Plan, and more"

Can someone provide more details on what has been improved, especially for the Thrift Savings Plan?

coffeemonk

BUG REPORT:

Previously I was able to assign both a transaction category AND an account transfer to transactions. This no longer seems to be possible.

I used this functionality every time I made a credit card payment, assigning the "Credit Card Payment" category to the transaction, and explicitly setting the account transfer in the "transfer" field. This allowed me to track/report these transactions as a discrete category.

Please revert whatever change it was that broke this behavior in the MacOS version of Quicken Classic.

jacobs

Because the rules of accounting define that a transfer cannot be an expense or vice versa, the Quicken Mac team had said a few years ago that they would close the old loophole which allowed categories on transfers. So if that’s what you’re experiencing, it’s probably by design and is not likely to be changed.

You can show transfers in reports without categorizing them, using a setting the report Advanced tab.

RickO

@coffeemonk I just tested in the current version and can still use any category along with a transfer account in the Transfer field. So I'm not sure what you're experiencing. Doesn't seem to have changed for me.

That said, for your use case, you should be using the special reserved category "Transfer:Credit Card Payment". Quicken treats this the same as as the "Transfer" category, that is, not income nor expense.

jacobs

That said, for your use case, you should be using the special reserved category "Transfer:Credit Card Payment". Quicken treats this the same as as the "Transfer" category, that is, not income nor expense.

@RickO But that approach doesn't create the payment in the credit card account, as a linked transfer does.

I just tested in the current version and can still use any category along with a transfer account in the Transfer field. So I'm not sure what you're experiencing. Doesn't seem to have changed for me.

My earlier reply was while I was on my phone when I wasn't at a computer, so I didn't test what was reported. But not I'm on my computer and have tested, and I agree with @RickO on this: nothing appears to have changed in this version. As in the past, you can enter a Category on a Transfer transaction —but only if you enter the Category before you enter a transfer account in the Transfer column.

RickO

@RickO But that approach doesn't create the payment in the credit card account, as a linked transfer does. 

Using category "Transfer:Credit Card Payment", you can still put a transfer account into the Transfer field, and this will create a linked transfer that will not be counted as income or expense. You just can't use the "Transfer:[account]" nomenclature without the using the Transfer field. But this is pretty much what the OP was already doing.

chip.gilbert

Does Quicken Web support full functionality? I think I tried in the past and it didn't support business.

TIA

Michael.H

Why did you remove the ability to show/hide columns in Splits view separate from Register view? I often need to do tags or transfers on certain line items in split transactions, so now I have to show those columns in the register and have them be mostly blank for the vast majority of my transactions? That's just… why? It's a huge waste of screen space. It worked fine before, so why did you change it?

jacobs

That's just… why? It's a huge waste of screen space. It worked fine before, so why did you change it?

@Michael.H I can't answer for the developers, but I can give you my insight about why I think they made changes. When they added features for the Business & Personal level of the program — which many people don't use and never see — there are additional columns for such fields as Business name and Client name. And these had to be added to splits, making that splits window more cluttered than in the past. Since many Business & Personal users only enable those columns in a few of their accounts, and don't want to see them in their other accounts, the developers made the splits window only show columns present in the register. And so this change also applies to Tags: they show in the splits window only if the Tags column is displayed in the register.

Now, as to whether this is a good thing or not for non-Business & Personal users who use Tags…

I understand your point. If you use Tags, but only ever use them in split and never use them on non-split transactions, I can see how this would be an undesirable change. But I'd ask you to also consider that most users who use Tags in some of their accounts use them on both split and non-split transactions — so the new functionality is an improvement for them. And for users who don't use Tags at all, or who use them only in one or two accounts, the new functionality is an improvement for them as well.

My suggestion for you would be to simply make the Tags column as narrow as it can be, and then move it to the far right of your register, so it's out of sight and not in your way if you tab between fields.

CaliQkn

@jacobs this new way for tags in Quicken Mac is how Quicken Windows works (for as far back as I can remember). In Quicken Windows, you can suppress all of the Tag columns but still be able to work with tags in the Category column by separating the two by a slash "/". For example for Travel:Vacation/Paris, "Travel:Vacation" is the category and "Paris" is the tag. All would be placed in the Category column. Just wondering if this functionality is available for Quicken Mac?

Jon

Just wondering if this functionality is available for Quicken Mac?

It is not.

Michael.H

@jacobs

But I'd ask you to also consider that most users who use Tags in some of their accounts use them on both split and non-split transactions

You could always apply tags to non-split transactions, without showing the Tags column in the register. It's the first tab in the transaction details.

My suggestion for you would be to simply make the Tags column as narrow as it can be, and then move it to the far right of your register, so it's out of sight and not in your way if you tab between fields.

That is a clumsy workaround for a bad design choice. It worked well enough before (for me at least), and now it doesn't.

So I ask again (in a different way)…

Quicken, why did you hide the Tags and Transfer columns in the Splits tab/view unless those columns are shown for the entire register? You didn't make it possible show/hide any other columns in the Splits tab/view; I went through and tested them all, to make sure I'm not blowing smoke. (Most of them wouldn't make sense anyhow.) Nope, it's only tags and transfers. You chose to remove something that was there before, and you made it less user-friendly in the process. Why?

And I swear, if you say something silly and oxymoronic like "To simplify the transaction details"…

jacobs

@Michael.H Just as an FYI, you're not talking to Quicken management here. Fellow Quicken users can't give you the answers you want, and the only Quicken people who normally post here are the handful of moderators — and they can't provide answers about why the product development team does what they do.

I'll correct one misstatement you made: "You didn't make it possible show/hide any other columns in the Splits tab/view." There are actually three other fields which appear or disappear in the splits window based on their visibility: Business, Client and Billable. But these fields aren't visible to users who are not using a Business & Personal-level subscription.

I'd also note that users who hide the Tags column in all or most registers because they don't use Tags will see this change as an improvement, not silly or less-friendly. (I've always found it annoying to have to Tab past the Tags column when entering every split entry even though I have Tags hidden in my registers.) And for users who use Tags in both split and non-split transactions, this change makes no difference. But I understand why it's an annoyance to you based on the specific way you use Quicken.

I'd suggest you create a new Idea post here requesting a setting to allow users to do what you want: make the Tags field available in splits irrespective of whether the Tags column is visible.

You might also want to dd your vote and your comment in this existing Idea request to modernize the splits window to allow users to widen fields, or have them match the width of their columns in the register, and appear in the same order as the register.

https://community.quicken.com/discussion/7345216/make-splits-in-register-variable-width-and-visibility-order-in-quicken-for-mac-31-legacy-votes

This Idea request has already achieved enough notes to have Under Consideration status.

And meanwhile, as I suggested, make the Tags column visible and move it to the right so splits work the way you want them to without affecting your use of the register.

will t

https://community.quicken.com/discussion/comment/20488373#Comment_20488373

https://community.quicken.com/discussion/comment/20488373#Comment_20488373

I did try to open the file on my iPad and that did work. But I have also opted to purchase a used MacBook Air. Is my file not in quicken cloud storage? If I were to move the file back-and-forth between the Mac mini and the MacBook ait, are you suggesting that I keep the file on some kind of flash drive? I was hoping that my file would be stored on quickens‘s cloud storage and I would be able to access and manipulate it from any of my devices, including the mini the MacBook Air or the iPad. I would also like to be able to update the file with transactions from credit cards and bank statements, etc. Would this not work from multiple devices?

will t

For the life of me I cannot find the memorized payee list in the Mac version of. I recently moved from windows to Mac version of and frequently would delete old from the memorized list. I cannot find the memorized list in the Mac version of quicken.

Jon

@will t Select "Payees & Rules" from the Window menu, then click on the Payees tab.

RickO

https://community.quicken.com/discussion/comment/20489964#Comment_20489964

While it may work for a while, storing the file on any cloud service or on a flash drive is not supported or recommended. The file will likely eventually become corrupted.

To move the file between computers, you need to create a backup on computer A, move the backup file (via a cloud service or a flash drive) and restore it on computer B. You have to be careful that you are working on the current version of the file. Quicken is really designed to only have the file reside on one computer at a time. You cannot sync between two copies of a file on separate computers via Quicken Cloud.

As for the iPad, the Quicken iPad app is not the full Quicken program. It has limited functionality, but it is capable of syncing changes you make there via Quicken Cloud to the Quicken file that resides on your computer.

I you are looking for a fully cloud based solution, you may want to consider Quicken's Simplifi service which is fully cloud based.