When will it be out? Will it let us set the prior balance in the window to agree with our calculated balance for Reconciling? That's the dilemma for me. My balance was always perfect til 3.51 which created a balance I couldn't change
Just updated to 3.5.2 and had to rebuild all the parameter for my accounts. Some I had hidden and wasn't using. What a pain!
I previously had trouble with transactions on two USAA Checking accounts historically not migrating all of them to the new update. I was only seeing transactions back to July of 2016 rather than back to May 2005. All of this resolved itself after I downloaded 3.4.1 from a friend on this site. He was kind enough to place it in Dropbox for me to use. Anyhow, when I saw that I was going to have to start from scratch with adding all accounts, passwords, etc., I decided to download the 3.5.2 once again. NOW all the old transactions came piling in. I guess they had gone on vacation for several weeks. So this issue is no longer an issue.Now for the Reconcile issue- I resolved that one also. I discovered that all those old transactions needed to be CLEARED with the green check mark. I did page after page back to 2005 (I found shortcuts to make it faster too). And now the Reconcile matches the balances of each account. So if your reconciles are making you think you are $35,000 richer and can go buy a car for cash, CLEAR each transaction and then see what happens. Magic!!!Hoping this helps someone out.
Just downloaded. I had hoped it would fix a problem where one of my Chase accounts will not download, but there is no change. Account Status still shows the account as never having completed a download even after going through the set up that works for several other checking, savings and credit card accounts at Chase. Disappointed because I previously wasted 2 hours with tech support (waiting forever and then talking with screen share). I have tried both phone and chat support and both have involved hour waits. I did get some issues fixed, but not this one. The last tech was worthless. Had me going around in circles and then cut me off without notice when they reached their 5 pm (Pacific Time) ending time. Had the nerve to mark the issue "solved"!!!
what is really the purpose of the graph in Bill Reminders. It takes up so much space. At lease give customers the option if they want it or not.
After updating to this new production release, my myriad hidden accounts have reappeared in the sidebar. First time this has happened to me on an update.
Just installed 3.5.2 update and now accounts that have been hidden for past 10 years are now visible. What a mess! The release notes mentioned something about fixing a bug in this area, but you've clearly created a mess for me, and probably others. My only option now is to manually go through dozens of old accounts and re-hide them.I've been a Quicken user since 1992. Deeply regretting switching from the Windows to the 2016 Mac version this past year...it's been horrible, now it's too late to go back. Please get your act together Inuit! Are you even testing these patches?
This reply was created from a merged topic originally titled Update to 3.5.2.I just updated to the 3.5.2 build and once again I have to enter all the parameters I previously set in Quicken. Why can’t the new releases be an “upgrade” instead of a new release? Does anyone else have this problem or is there something I should be doing different when a new release comes out?
This reply was created from a merged topic originally titled Umpqua Bank no longer downloads since 3.5.2 update.Updated to 3.5.2. Umpqua Checking now does not download, despite my resetting.I finally had to drag a report directly downloaded from the bank into Quicken. Also, for some reason, beginning with the last update, Quicken believes I have $700 more dollars than my bank does. At this point I am really hoping to stumble upon some other financial software that actually works with my bank and my Mac.
This reply was created from a merged topic originally titled QM16 v 3.5.2 Reconcile Issues.Having issues with updated reconciliation process. When balancing against statement, in new reconcile window Quicken is properly listing cleared items and shows proper balance, but when pressing "finish" items that where uncleared but within the statement date are now "reconciled" and throughs new reconciled balance off. Happened on both checking accounts and charge card accounts. Needed to go back to version prior to 3.5.1 update
Just upgraded to 3.5.2 from 3.4.1. Reset the Hidden files so that they are hidden again, and I only have the accounts on the left column that I want. In another thread I have had problems with ONLINE BALANCE when doing UPDATE ALL ACCOUNTS, with Direct Connect. But I now have all accounts set to Direct Connect, but have unchecked those accounts from my Credit Union that were having a problem when doing UPDATE ALL, in Preferences --> Mobile & Alerts --> Accounts.Question on when I receive my first statement after this update. I notice when I go into reconcile I see a box on top left that says USE ONLINE BALANCE, and then I see on the right I see a BOX says USE STATE Balance, Starting Balance =, Statement Ending Date =, and Statement Ending Balance =. Am I given a choice to still use the old method of using the statement to enter online balance, and use the statement ending balance.Or do I use the ONLINE balance and hit next.And most people wait until they get a statement from their bank before reconciling, right?
I updated yesterday and now I cannot update my Chase and American Express accounts. Please let me know when this will be resolved and/or how I can resolve it.
This reply was created from a merged topic originally titled Can't edit Bill Reminders schedule in full screen mode.Just updated to Quicken for Mac 3.5.2. When I try to enter a bill reminder, I get no way to edit the recurrence. Only a calendar display. Quicken will only schedule the recurring reminder monthly based on today's date. Can't edit the recurrence because nothing is displayed in the edit window but the calendar. When trying to grab a screen shot, I found out the problem only occurs in full screen mode. When you return to window mode, the edit tools re-appear.
This reply was created from a merged topic originally titled Transactions for 2016 have vanished from my accounts!.Using Mac version 3.5.2 (Build 35.13202.100) - nearly all of my 2016 data has vanished. Completely gone, across my most active savings and checking accounts. Accounts that i use constantly now show no data at all after October 2015! This is, of course, disastrous for me.Has this happened to others? Anything I can do?
This reply was created from a merged topic originally titled Did the update and it is a real step backwards..I did the update on the 17th and my checking reverted to unclearing all transactions. After spending over a hour with support on what to do, the best solution given was on the forum by checking everything and going back and hunting down the ones not cleared. Now, I have lost the "balance" feature that gives me my balance in the ledger right after the transaction. I have used quicken since 2001 and I have to tell you, this update has cost me unnecessary hours of work and is not working right. It may be time to look somewhere else. What the heck is going on? This should have been tested more thoroughly. I did the update today expecting that the initial bugs would be fixed.....but i still can't see my balance in the ledger, like I used to. I have the column. I can see the title "balance" but it is blank.3.5.2 is what I am on. I am beyond disgusted.
Quicken Marcus, Quicken Jeff, et. al.: I have been a, somewhat, staunch defender of the new reconciliation feature in QM2016 3.5.2; however, I have just discovered a "bug" in this feature.The first Reconcile window that is displayed opens with "Use Online Balance" selected. If the account is not configured for automatic transaction downloads, a box is displayed for the user to enter the account's current register cash balance.If the account is configured for automatic transaction downloads, the amount displayed in the "Use Online Balance" box i the current register cash balance; however, this is not the case when the current register cash balance is negative. There appears to be a "sanity check" in the reconciliation logic that does not allow a negative cash balance to be reported. In this case, the balance displayed is the last positive cash balance in the register.I discovered this problem in a retirement account that invests in a Unit Investment Trust. These are similar to a mutual fund but exist for a limited period of time usually 12 months. When the Unit Investment Trust matures, you can receive the current market value of your holdings or can use the current market value to buy shares in the next issuance of the Unit Investment Trust. I do the latter in this account.This creates a strange accounting phenomenon on the date that the Unit Investment Trust matures. A Buy transaction for the next issuance of the Unit Investment Trust is recorded on the day that the last issuance matures; however, the cash needed for the Buy transaction will not be recorded until 3-5 days after the maturity of the previous issuance of the Unit Investment Trust. This will be downloaded as a Miscellaneous Income or Sell transaction, I forget which. If it is the former, you need to change it to a Sell transaction to remove the shares that no longer exist.At any rate, this has a tremendous effect on the reconciliation process. The Buy transaction that caused the cash balance in the account to go negative is discarded. It is not displayed in the list of transactions to be reconciled in the shaded portion of the first Reconcile window. In addition, the balance displayed in the "Use Online Balance" box is not the current balance in the register. It is the cash balance displayed in the register before the discarded transaction.If you switch to the "Use Statement Balance", Reconcile displays in the "Starting/Prior Balance" the correct value of all reconciled transactions in the account's register. Next, enter the account's current negative cash balance and click Next.In the second Reconcile window, the "Quicken Balance" displayed on the left will be the previously reconciled balance plus the sum of any transactions that are marked as cleared in the Clr column. The "Statement Balance" on the right will be the current register account balance that you entered in the first Reconcile window. The discarded transaction will not be displayed in the second Reconcile window.If you use the Mark all as "Cleared" button to mark all transactions displayed in the reconcile list as cleared, you find that the "Difference" is exactly equal to the amount of the discarded transaction.While having a negative cash balance in "Cash" and "Savings" group accounts may be unusual but I am sure there are others do as I do and keep a $0.00 balance in their checking accounts, manually write checks and record them in the register, and later transfer money from a "Savings" group account for the amount of the checks written.In "Investment" group accounts, it is fairly common to have a negative cash balance in the account. In "Brokerage" group accounts, you are allowed to purchase securities in excess of your cash balance in the account up to the limit of your margin. If you do so, the cash balance will be negative. Reconcile cannot discard transactions that cause the balance to go negative nor can it constrain the account balance to be a positive value.A negative cash balance is far more common in "Retirement" group accounts, in particular, when you use an investment advisory service to manage the securities held in the account and what percentage each security be of the account's market value. When you make an RMD withdrawal, it triggers a number of Sell and Buy transactions to adjust your security holdings to the new market value of your retirement account. The transactions wil, generally, occur on a single day. The order in which the Sell and Buy transactions are recorded is random; however, Quicken tends to record all the Buy transactions before the Sell transactions resulting in a negative cash balance.The apparent "sanity check" in the reconciliation logic that does not allow negative cash balances to be displayed and discards transactions that cause the cash balance to go negative must be removed for reconciliation to work properly.
It might be helpful if Quicken hosted a quick webinar to talk through their thinking and philosophy on the new reconcile functionality. It seems different enough that walking through the thinking behind it and the intent might help us use it better, and well as their suggested use model. I'd attend.
Jennie I had to go in to each of my accounts and deactivate and reactivate all online services to get mine to work again. It was a pain but it seemed to work and I am now getting dowmloads. I also reconciled all of my accounts before I did it to make sure I kept the data and that worked as well.
