For users on 5. For example, if the user selected a Buy category, in 5. For example, if someone used "Investments : Interest Expense" in a checking account transaction, the category will be changed to "Investments Custom : Interest Expense. Improved application performance In 5. NEW - Drastically improved launch times for customers with lots of investment history.
A lot of the slowness was downloading and storing quotes which has been significantly optimized. NEW - As part of this performance improvement, Quicken will now only download quotes for held securities, ignoring securities that are no longer owned.
In the Securities list, we added a column, so you can see which securities are held. If you want to manage this yourself, you can turn this feature off and then a new column appears, so you can select which securities to update. NEW - Switching to the investment view is significantly faster but drawing the chart can still take some time.
By the way, you can hide the chart by dragging up on the bar between the chart and the portfolio table which also improves the overall performance of these views. Improved report usability and functionality NEW - The Comparison, Summary and Transaction reports created from New Report now display date range and customization settings in the upper right corner.
This information also appears in printed and exported reports. NEW - The report customization dialog has been simplified to have 2 basic settings: 1 Include any account, category, tag, or payee or 2 Include only selected accounts, categories, tags or payees. Previously it was not obvious what would happen if all accounts, categories, tags, or payees were selected.
NEW - As part of refining this experience, column selection for transaction reports has been moved to the report toolbar. NEW - The drill-down report will now remember the columns chosen so that all future drill down reports will include the same columns. Continued refinement of investment portfolio view NEW - The portfolio view can now be printed, exported to a CSV file, or copied and pasted into a spreadsheet.
NEW - The portfolio view now remembers which securities have been expanded and collapsed. NEW - Added a way to expand all or collapse all securities. CTRL-click, or right-click, the portfolio view header to get to see these options.
NEW - Securities without a cost basis will now display an Add Cost Basis button that will bring up the dialog to cost basis information.
NEW - The number of shares column will now display more than 3 decimal places. First, Quicken asks whether you want to add an eBill or manual bill. Second, if creating an eBill, Quicken will allow you to enter any name to search for an eBiller vs forcing you to pick an existing payee. You'll link the eBill to the payee later in the process.
General improvements across the product NEW - Improved transaction downloads. Previously, downloading from Direct Connect accounts would block you from doing anything else. Now Direct Connect works like Quicken Connect accounts in that you can continue to use Quicken while downloading is happening in the background.
NEW - In the register, the name of the column being sorted will display more boldly in order to make it more obvious which column is being used to sort the register. NEW - Also in the register, we now always display the balance regardless of the column being sorted. When not sorted by Date or CLR, the balance column will have an italicized, dark gray color to let you know the balance won't match your statement.
NEW - Updated the Column menu in the register to allow you to more easily hide and show columns. We also added a Reset to Default menu item to get back to the default for the current account.
We're fixing this in 5. Please review the Include hidden payees checkbox to see if it is set properly for your reports. A big thanks to Najmi for their help in figuring out this issue.
Previously, if all accounts were selected then all accounts including hidden accounts were included. Please review the Include accounts hidden in reports checkbox to see if it is set properly for your reports. If the transaction was used in an investment account, we'll first try to convert it to use the corresponding "Action" such as Buy or Sell, etc. However, a number of customers stated they liked the old design better because it was easy to see the changes in the account. We decided to go back to the previous design for now until we can make this a user-defined option in a future release.
Quicken for Mac v5. Over the course of the next month or so, Quicken will start migrating customers to the new connection type. This change will happen over time. When this change takes place, your Capital One accounts will stop working and you will get a error. Click on the Sign In button in the Account Status window to fix the issue which will prompt you to enter your Capital One username and password.
Check the box next to each of your accounts to reauthorize them even if they've already been added to Quicken. FIXED - Fixed an issue in budget export where numbers over a thousand caused extra columns to be created. Unfortunately, the auto Mark As Paid feature didn't expect that scheduled transactions could end and therefore got stuck when it encountered one.
A big thank you to Arthur, Jasmyn, Alex and others who reported the issue and worked with us to figure out a fix. Click on the gear icon in the category list to add default categories. This means that if you're a US member but are actually Canadian, you can turn on Canadian features. This is useful if tracking city, state or provincial tax items that are not currently supported in Quicken.
Go to the Payee view to quickly pay a bill for a particular payee. Quicken automatically displays eBill payees in this view but you can decide which payees appear by clicking on a checkbox in the Edit Payee dialog. NEW Added the logos for payees that have eBills. Click on the exclamation mark in a red dot to find out more about the issue. Bill Pay will now let you know if a bill payment has to be moved because of a holiday.
In addition, Bill Pay will now take the financial institution's last submission time into account when setting a date. Previously this wasn't used and people could set a date that was earlier than the financial institution could handle. FIXED Fixed an issue where creating a new scheduled transaction by clicking on the Scheduled checkbox in the date picker would set the starting date 1 month in the future instead of the current date. This means you can start with an existing report instead of being forced to create a new report from scratch.
NEW Added the ability to add the Action column to transaction reports. The row will highlight and clicking a transaction will pop-up a register window with the transaction selected. Now both parent and split memos will appear. Previously Quicken wouldn't calculate an IRR if you didn't hold the security at the beginning of the period. Now IRR appears as long as you held the security during the period. Now this number matches the selected accounts and currency for the portfolio view. On views where there are multiple accounts, the clear button would always appear.
Now the Clear button only appears if the default filters are changed. Previously the balance number would be hidden if sorting by any column other than date and CLR. It was also hidden when the transaction list was filtered. We received a number of calls from customers who were confused by it being hidden.
The running balance column is calculated and reflects the balance based on the sort order of the transactions when viewing them and is not a static number tied to a particular transaction.
Quicken will first try to sign-in to your bank account using Direct Connect which is a higher quality method of connecting to your bank. If this fails, then Quicken will automatically fall back to Quicken Connect. FIXED Fixed an issue where the message "The transaction recorded but is not visible in filtered view" would appear after adding a transaction even though it shouldn't appear. Thanks to Joe for his patience and pushing us to investigate direct connect and launch performance issues.
More to come. FIXED Fixed an issue where creating an intra-bank electronic transfer on the weekend popped up a warning message saying the transfer couldn't occur because it was a holiday. This prevented transfers from working properly. Thanks to pauldv who was the first to report this. Thanks to RickO and michael for bringing this issue up in the forums. FIXED Fixed an issue where the tax schedule report wouldn't show the capital gains from security sales in different currencies if there weren't any other tax-related transactions in different currencies.
Thanks to Gilles for bringing this to our attention. We fixed a few things around this issue before, but we think we have finally found the root cause and fixed it. FIXED Fixed a crash that could occur when launching Quicken if the saved default view was a grouped investment such as Investing, Brokerage, Retirement or Education with one of the accounts in that group deleted. Linked transfers with a class to investment accounts created orphaned transfers in Quicken Thanks to JustinS for his great detective work in narrowing down the problem.
Some financial institutions like USAA take a bit longer to download bill information so this change allows these bills to complete. Thanks to MikeW who worked tirelessly with us to figure out the right amount of time to wait.
FIXED Fixed an issue where transaction downloads would stop working after a customer received a multi-factor authentication screen. Thanks to KristinD, one of our beloved product managers, for finding and reporting this issue. Thanks to RichardK who reported this in the forums. Thanks to EdmundC who first reported this issue. Unfortunately, we thought this was fixed in 5. Fixed an issue where some new lot purchases weren't appearing in the Portfolio View.
Also fixed an issue where future sales would affect what lots displayed in the Specify Lots dialog of an earlier sale. FIXED Fixed a crash that appeared to occur when switching to Quicken from another application, opening another file, or even backing up.
FIXED Fixed an issue where the accrued interest category wasn't being set for accrued interest transactions created from a Buy Bond transaction. Thanks to everyone that brought this up in the forums. FIXED Fixed an issue where the column names in the customize transaction report dialog didn't match what is defined in the register. Thanks to RickO for reporting this in the forums. FIXED Fixed an issue where the editable areas in an investment or loan register become misaligned from the blue highlight after resizing the columns.
Thanks to JohnM who reported this in the forums. FIXED Fixed a major Quicken Windows import issue where linked transfer transactions between accounts of different currencies would be imported and the amounts changed because Quicken for Mac doesn't support linked transfers with different values.
Now the transactions will be unlinked and the category will be changed to Transfer so that balances remain correct.
NEW Added a total row to the transaction report. This fixes a number of issues with the old report and properly classifies items into Income and Expense vs Money In and Money Out. For now, you can't click on a transaction to go to the register but we'll be adding it back soon. Before Bonds couldn't be switched. Thanks to Bob in the forums for making this suggestion. In previous versions, the symbol field was hidden. Thanks to TomB for making this request. Thanks to BruceH for pointing this out in the forums.
FIXED Fixed an issue in the new investment transaction view where toolbar buttons were disabled and the default selection didn't always work. FIXED Fixed a bug where balances that were the same between 2 different download sessions wouldn't update the online balance date which could affect Reconcile.
FIXED Fixed an issue in the investment combined views of Investing, Retirement and Education where the Cash row didn't always appear at the bottom of the account group. Thanks to JM for reporting this issue. Thanks to DaveS for testing the fix for us.
This will not be available to Canadian customers with a US membership now but the plan is to make this available soon. NEW Features that aren't available for Canadian customers such as Bill Pay and Bill Presentment are now hidden so Canadian customers with a Canadian membership won't have to deal with features they can't use. The Tax Report has been removed for now. They should appear collapsed. It should only work on the Security name.
This would occur most often in the Realized Gain view. We'll be temporarily blocking the ability to turn off the feature as we work on a permanent fix. Thanks to RexK who reported the issue and helped us test the fix. Quicken Mac was expecting 2 splits.
The menu displays the security symbol and 2 buttons. One goes to Edit Security and the second goes to a web page that provides detailed information about the security. In this case, Quicken will tell the user that there isn't any data to graph for the as-of-date selected. FIXED The chart in portfolio view can be resized or hidden but unfortunately the height of the charts wasn't remembered. This is now fixed. FIXED Fixed some rounding error issues in investment transactions that would cause bogus placeholders to appear.
FIXED Fixed an issue where changing the sort order for some columns in the portfolio view would move the total row around. It should always remain at the bottom of the list. FIXED Fixed a crash that would occur when selecting investment accounts that only had a placeholder without any real transactions. FIXED Fixed a crash that would occur when hovering over the cash flow chart under Projected Balances view in an account with a zero balance.
FIXED Fixed an issue where files stored in a location such as Documents wouldn't be automatically found after upgrading and instead Quicken would offer to open an old or file.
If one didn't notice this, it could result in opening an old file giving the impression that data was lost. FIXED Fixed a crash that could occur if there was a downloaded transaction that auto-matched a scheduled transfer with multiple split lines in another account.
Thanks to David McB for his help on this elusive crash. Was this article helpful? I got it Not really Help us improve our support center. Sorry this article didn't help. Try searching our FAQs:. Why was this article not helpful? The article is difficult to understand. What can we do to improve this article? Quicken for Windows Release Notes. Updates and Release Notes for Quicken. On This Page. Still can't find what you're looking for?
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Viewing support topics for:. Quicken Video University for Windows Welcome! I also tried a few of the competitors - Moneydance, iBank, but always missed the simplicity and comfort zone of Quicken. This time the import and upgrade of my data file worked like a charm. I was up and running and paying bills within an hour. Very impressed. I did have one hiccup with Direct Connect Bill Pay. The help file said if you had it working with it would automatically work with the new version ?
Kinda true, kinda not. I had to go to a setup page for Wells Fargo and log in and then it gave me a 10 minute window to enable Bill Pay in Quicken.
Since the company is updating the product constantly unlike Intuit I figure I would've paid that in version upgrade dollars over two years anyway. And I only paid for the Premier version because I assumed I would need the priority access to customer support - which it looks like I won't need fingers crossed. Kudos to Quicken. Layla87 May 14 This works great for me and very helpful. Jsalba May 11 I almost left Quicken for Mac some years ago when the bare bones Quicken Essentials was released.
I am glad I didn't as the program has gotten better and better. I think the new owners have done a great job of aggressively improving the program. To me the price is very reasonable. I use Quicken Mac on a daily basis to manage all aspects of my financial life.
AlanPress Apr 13 I updated yesterday and now Fidelity Net Benefits won't update. Worked fine for months before this update.
Thinking-Differently Apr 13 What is the next best thing? The image shows the icon for Quicken but this is actually Quicken , a paid subscription product. Quicken is currently at version 4. Harv Feb 27 How can Quicken help me save money when they have it all? MtBreeze Feb 16 There is a problem with this Quicken post from MacUpdate. The icon on this review should show it as Quicken , not Quicken Note the 17 in the red Quicken icon According to the Quicken website the current version of Quicken is 4.
If this is a review for Quicken , as it appears to be, the icon should be changed. NedC Feb 15 I use 4. What gives? Thinking-Differently Jan 30 If that matters to you, as it does to us, then you may want to look elsewhere.
We certainly are! The software developer DOES have a right to do this. Joel-Wolfe Oct 27 Just updated to the latest version 4. There's a workaround for me, but I spent well over an hour with support, and it was a waste of time. It was working fine before the update.
I've used Quicken for years, and have paid for upgrades. I'm not sure what's wrong now, but be careful. I haven't decided to abandon the platform, but I am investigating other software.
I would love a recommendation. Michael-Vilain Oct 2 Quicken seems to be upgrading users piecemeal. During this project, I managed to install a more current version of Quicken but it never was the most current.
Today, I was able to upgrade to 4. It kept asking for a verification sent to my phone, I'd put it in and it would bounce back to ask for my existing Quicken ID. Whomever is overseeing this transition isn't doing a very good job. Parts work and others don't. At least I have the current version. I'll check back in a week or so after the dust settles and see if they fixed it. Thinking-Differently Sep 17 Still looking for a program that lets my spouse and I work on the same financial database, at the same time.
If Quicken did this, they could sell one for every family member. Much better than before. The basic data reporting framework, a holdover from Quicken Essentials, is still horrid. That is compared with the old Quicken I use Quicken for running a small business. It is FAR better under the new ownership than when Intuit ran the show.
Actually, in its formative years, the original qQuicken was a terrific product. If the current owners overhaul the reporting to allow for far better customization of the data elements, how they are combined and output, that would be terrific. I use reports not only to output data in Income and Balance sheet forms but also, and this is important, to search for anomalous data elements eg, incorrect or missing data.
All too often, in my professional experience, database designers focus on data entry foremost and then consider how the user might want to output the data. As for the latter flexibility is the key. That is, the developers will never be able to readily anticipate users needs. Though, if they are also users of the product, that does help make for a better product overall.
So keep up the good work Quicken. Thanks you! I would suggest people already running Quicken refrain from downloading this new release and instead wait for your Quicken app to offer it to you.
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