Updates from the Quicken Mac Product Team
Quicken Kathryn
Administrator admin
What are the latest updates on the Quicken Mac products?
Quicken Kathryn
Community Administrator
Community Administrator
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Quicken Kathryn
Administrator admin
What are the latest updates on the Quicken Mac products?
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Hello All,
First, thank you for your help and patience in identifying your top product requests and issues – we’re continually working to make Quicken Mac better and better. To keep you all updated, the Mac product team will be posting regular updates on what they’re working on and fixing in the 2015 and 2016 products. If you’re interested in being notified when these updates are added to the community, just go to this page and click "follow" on the upper right.
Here’s what the team is working on—they’ve got some releases set to go out before the end of December:
Quicken Mac 2015:
Quicken Mac 2016:
All of the above Quicken 2015 updates
Community Administrator
The Quicken Mac product team is hard at work on upcoming patch releases to fix issues reported by 2015 and 2016 users. Future patch releases will include:
- Enhancements and fixes to the Bill Pay feature in 2016 (check numbers missing, duplicate transactions with transfers, autofill not working properly).
- Improvements to the file conversion process
- Improvement of messaging and help for easier issue resolution
- Mobile sync/alerts issues
- Printing issues with El Capitan
The team will post more details on these fixes with release notes when the patches are pushed live—Community Administrator
The Quicken for Mac team has released Quicken 2015 version 2.8.2. This version of the program includes several changes and enhancements for our users:
- Fixed 409 error when switching Wells Fargo account from Quicken Connect to Direct Connect.
- Fixed Quicken Windows conversion issue for MiscExpX transactions.
- Fixed user category rules for Quicken Connect accounts.
- Fixed Customize Report filters to remember reopening dialog.
- Fixed issue regarding future-dated transactions being incorrectly incorporated into the portfolio view and market value.
- Fixed issue related to Opening Balance adjustment in Registers.
- Fixed issue related to user defined account name.
- Fixed issues related to Net-Worth-Over-Time and Spending-Over-Time Reports where final month not being captured in date range.
- Fixed issue related to users not being able to connect their accounts using Quicken Connect.
- Fixed refresh job fails issue for Wells Fargo accounts.
- Fixed El Capitan printing issue.
- Fixed issue related to sync errors not allowing transactions to be downloaded.
- Added FI ID column to Register.
- Implemented 3 stages of transaction sync to allow both desktop and mobile to reflect the latest changes.
- Removed Net Worth in header for Spending and Income tabs to avoid confusion.
- Removed “Alerts” at the sidebar when mobile sync is off.
- Added Quicken Customer Service Number.
We hope you’ll find that this version release of Quicken for Mac 2015 improves your overall product experience!Community Administrator
The Quicken for Mac team has released Quicken 2016 version 3.0.3. This version of the program includes several changes and enhancements for our users:
Quicken 2016 for Mac – Release 3.0.3
Fixes that improve your Quicken Mac experience:
Fixed refresh job fails issue for Wells Fargo accounts.
Community Administrator
The Quicken Mac team has released version 3.0.4 for Quicken for Mac 2016. This release fixes some crashes and errors, and improves some of the overall product experiences that users have requested.
Release Notes:
Version 3.0.4
Community Administrator
The Quicken Mac team is happy to announce our biggest Quicken 2016 update yet: version 3.1.0!
In this release:
New Features
Improvements to Direct Connect Bill Pay
Download Quality Fixes
Crash Fixes
- Fixed 13 different crashes that could occur in multiple contexts, including:
- Importing a .QIF file
- Updating quotes
- Sending a Bill Pay Transaction
- Using the cash or investing register
- Dragging a transaction to a different account
Thanks to EVERYONE that sends a Crash Report after experiencing a crash! When you launch Quicken after a crash you will be prompted to send a crash report. These reports are anonymous (entering your email in the report form is completely optional) and are the primary way we discover and fix crashes. If you see the form, please click send. Thanks!And More Fixes!
We hope this release improves your Quicken for Mac experience. We're already hard at work on 3.2.0. Stay tuned!
The Quicken Mac Team
Community Administrator
If you run into issues with the v3.4 release please report them here: http://intuit.me/1U8ZA2O
We continue to refine the 12-Month Budget feature.
- NEW: Stacked Layout View. A number of customers mentioned they wanted an option to see more months on the screen at one time. The new stacked layout view achieves this by placing Actual values above the Budget number allowing column widths to be narrowed. This does mean each category is taller so you may need to scroll up and down more. Set the budget layout by clicking on the Gear icon and changing the preference.
- NEW: Export and Copy Budget. There is a new Export button in the budget view. Clicking this button will display a menu to export either the summary or full budget to a CSV file or to simply copy it to the clipboard to paste into Excel or another product. Use this feature to print the budget or to do further analysis.
- NEW: Summary Budget Detail Pop-Up. A pop-up appears when clicking on budget items in Budget view but didn't work in the Summary area. In 3.4 we've added the same pop-up to the summary area so you can get details on the category totals.
- NEW: The summary area now has a light gray background to distinguish it from the rest of the budget.
Made a number of small customer-requested changes in other parts of Quicken.- NEW: "Tiny" Register Row option. This allows you to see more lines in your register.
- NEW: Changed the way we display share amounts in the Portfolio view. Previously, we displayed all shares with 2 decimal places. Now we're a little smarter about this. Whole numbers appear as whole numbers and if there are decimal values we will max out at 3 decimal places instead of 2.
We also made a number of bug fixes.If you run into any issues in 3.2 please report them at the release forum post: http://intuit.me/1S52KGK.
3.2 is primarily a bug fix release.
Investment Fixes
There were 2 really bad bugs in investments that are now fixed in 3.2
- Change: In the past 6 months bond face values started appearing incorrectly in the portfolio view for some customers. The reason for this is that some financial institutions changed the way they sent bond information to Quicken resulting in incorrect bond face values. Because of this we've changed the way Quicken calculates bond values which should result in the correct bond value being shown for the vast majority of bonds. However, this change does mean that a small number of bonds such as savings bonds will no longer work correctly. Unfortunately we can't support both. This brings Quicken Mac's bond calculations in line with Quicken Windows. (Thanks to all the Quicken Live Community users that pointed out this issue including mvitulli, and ocashery7.)
- Bug Fix: Fixed an issue that was introduced in 3.1 where cash balances wouldn't appear in the portfolio view chart if there were no other transactions. (Thanks to sterthai and genestaggs for reporting this issue in the forums.)
- Bug Fix: Fixed an issue where links in the Portfolio view to security detail pages were displayed incorrectly. (Thanks to J. Pilger for bringing this to our attention)/
Quicken Windows Converter FixesWe continue to focus on the new in app Windows converter making fixes and improving the quality of the file conversion.
- Bug Fix: Fixed Quicken Windows file conversion where transfers were duplicated and in some cases lost because of data issues in the original Windows file. (Thanks to our beta customer osmoc88 for helping us track down the issue.)
- Bug Fix: Fixed an issue where canceling a file password prompt during Quicken Windows file conversion could cause Quicken to hang.
- Bug Fix: Fixed any issue where Windows File Import could fail with very old Quicken Windows files.
- Bug Fix: Fixed an issue where previously reconciled transfer transactions that were imported from a Quicken Windows file could be incorrectly set to "uncleared" during import. (A big thanks to Mr. Zachman who shared his files and worked with us to track down the issue.)
Direct Connect Bill Pay Fixes- Enhancement: Direct Connect Bill Pay has been improved to better support transfers. In 3.2 users can now pay a credit card via Direct Connect Bill Pay and also classify this as a transfer. Previously, transfers had to be between accounts within the same financial institution.
- Bug Fix: Fixed an issue where pending Bill Pay transactions entered at your financial institution's web site would fail to match manually entered transactions in Quicken resulting in a duplicate transaction.
Error Message Fixes- Bug Fix: Fixed an issue where customers received a generic message "error communicating with server" if they entered in the incorrect challenge answer in account setup. The proper error message will now appear. A big thanks to Stephanie for helping us figure out the issue.
- Bug Fix: Fixed an issue where an account lock out because of too many incorrect password attempts wouldn't get reported to customers.
Other Improvement and Fixes in 3.2If you run into issues with v3.2.1, please comment at this forum post so we can find and respond to issues quickly. http://intuit.me/1XR95as.
We found a couple of pretty bad issues in 3.2 that we're fixing in 3.2.1.
Quicken Mac 2016 v3.3.0 & 3.3.1 Released
If you run into issues with v3.3, please comment at this forum post so we can find and respond to issues quickly. http://intuit.me/1N3YXuJ.
2 Brand New FeaturesVersion 3.3 is a really exciting release. We’re releasing 2 top requested features, a big bill pay improvement, and lots and lots of great bug fixes.
- New: Portfolio time machine (As Of Date)
- See the historical value of your portfolio and individual holdings at a particular point in time.
- Track your investment performance over the past days, weeks, or years.
- Gain deeper learning and insights for future investing.
Big and Small Improvements- Improvement: You can now set up bill reminders and create Online Bill Pay transactions. This wasn’t supported before. (Thanks to hfm and our other bill pay customers for finding and reporting this issue).
- Improvement: Added a today button to the calendar picker and updated the look.
- Improvement: Fixed an issue where some date fields were too narrow for Canadian date format.
- Improvement: Increased the number of places today’s gain/loss number could be. This will help our wealthiest customers.
Improved Stability- Bug Fix: Fixed an auto-matching issue that would pick the wrong manually entered transaction after downloading bank information if there was a similar older transaction. (Thanks to Pearl who went out of her way to work with us to solve the issue).
- Bug Fix: Fixed an issue where categories weren’t being saved if the transaction was edited in the All Accounts view.
- Bug Fix: Fixed an issue where transactions were not being auto-categorized for some Direct Connect accounts.
- Bug Fix: Fixed an issue where scrolling would break and 2 arrows would appear if opening a register drop down at the bottom of the screen.
- Bug Fix: Fixed an issue where the change PIN dialog wouldn't appear even after the financial institution notified Quicken to display the dialog.
- Bug Fix: Fixed a weird scrolling anomaly where the toolbar appears over the latest transaction when sorted in ascending order.
- Crash: Fixed the #1 crash in 3.2.1 which could occur when tabbing in and out of the Tag field.
- Crash: Fixed a crash that could occur when updating a Direct Connect account.
- Crash: Fixed a crash that could occur when editing a security name in the securities list.
- Crash: Fixed a crash that could occur when enabling and disabling alerts.
- Crash: Fixed a crash that could occur when opening and closing the Account Setup screen multiple times from different locations.
Bug Fixes in 3.3.1There are a number of bill pay issues that have been fixed in this release. Here are the release notes.
FIXED: Fixed an issue that would prevent bill pay from working when updating a selected account. This worked for updating all accounts.
FIXED: Fixed an issue that turned intra-bank transfers to manual transactions for a few banks.
FIXED: Fixed an issue where bill pay transactions could no longer be matched to manual or scheduled transactions.
FIXED: Fixed a crash that occured in reconcile when a balance adjustment was 0.
FIXED: Fixed an issue where hidden accounts would incorrectly reappear after updating account.
CHANGED: Changed the way the starting month is set for budgets. Now the starting month can only be set when a budget is created. Quicken no longer allows changing the starting month after a budget is created.+