Version 3.5 For Mac
Thomas Lindner, DL2RUM, is happy to announce the availability of version 3.5.2 of his RUMlogNG2Go logger for the iPhone and iPad. RUMlogNG2Go can be downloaded from the Apple iTunes store. More information on RUMlogNG2Go can be found on Tom’s website. NeatWorks for Mac Version is a powerful scanning and digital filing system that enables you to scan and organize receipts, business cards, and documents. Programs for query ″neatworks version 3.5″.
. Select the Quicken Menu Check for updates. If an update is available for your software, you'll be presented with the ability to download and install the update. If your software is already up-to-date, we'll let you know you're up-to-date and which version you're running.
NOTE: There is no manual or Mondo release for Quicken Mac products. Release 3.8.1 & 3.8.2 3.8.1 Fixes. FIXED - Fixed a number of sync issues with the reviewed flag, balance adjustments, and transfers.
FIXED - Fixed an issue where Quicken would try to connect to the Quicken Cloud at launch, sometimes requiring a sign-in. 3.8.2 Fixes. FIXED - Fixed an account connection issue with the new US Bank credit card. Previous Releases Release 3.8.0. NEW All password protected files will be encrypted by default making your files more secure. However, this will increase the time it takes to open and close files.
If you want to go back to the way it used to work, go to Quicken Preferences and click on Security to turn off encryption. FIXED Fixed sync issue with the 'Not Reviewed' transaction flag. FIXED Fixed budget sync issue that would occur when categories had unexpected data. FIXED Fixed an issue where printing a check in full-screen mode would result in a blank screen. Release 3.7.1, 3.7.2, & 3.7.3. 3.7.1 Fixes.
FIXED Fixed a number of small issues that could crop up when trying to add Capital One accounts. FIXED Fixed an issue where long-term capital gains weren't appearing under Schedule D.
IMPROVED Database update. 3.7.2 Fixes. IMPROVED One-time database update of Quicken files. You may cancel the update to start using Quicken; the database update will continue when you start Quicken again. Claustrophobic ezx keygen for mac. IMPROVED Quicken will now remove unnecessary conflicted database files caused by cloud storage services such as Dropbox to improve file integrity and reduce file size. 3.7.3 Fixes.
FIXED Fixed an issue where the Add Account screen would continuously appear for an investment account if the previous download was not successful. FIXED Fixed an issue that caused some customers to crash when syncing a budget. Release 3.7.0 - Important Capital One Update. IMPROVED Quicken and Capital One are in the process of upgrading the connection type used to download transactions. Quicken for Mac v3.7.0 is required for this change. Over the course of the next few weeks 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 351 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. IMPROVED Added the ability to sync budgets with the future Quicken mobile application. This mobile application is not yet available. IMPROVED Improved messaging when connected services have been discontinued.
Release 3.6.6 & 3.6.7. NEW Added a Quicken Show Current Offers menu to view current Quicken offers. IMPROVEMENT Improved handling of transaction download errors.
Previously, Quicken would lock the account after receiving an error which wasn't necessary because the error could be temporary. FIXED Fixed an issue where bill pay check numbers were being lost. FIXED Fixed a crash when trying to sort on the Sync ID column in the register.
FIXED Fixed a number of stability and reliability issues. Version 3.6.7. IMPROVED Improved error message when the Quicken Cloud is down. Release 3.6.5. General bug fixes and improvements. NEW Sync Asset accounts between 2 Macs. IMPROVED Clicking on Edit Accounts in Preferences logs into one's account automatically without having to re-enter credentials.
FIXED Fixed an issue where check numbers disappeared after syncing with the Quicken Cloud. FIXED Fixed an issue where different currency symbols would appear in the Projected Balances chart if there were scheduled transactions using different currencies. FIXED Fixed an issue where turning off the Clean-up Payees preference didn't work.
FIXED Fixed an issue where the online balance date didn't get updated if the balance didn't change between downloads. This could affect reconcile and other features that depend on the online balance date. FIXED Fixed a handful of the top crashing issues. Release 3.6.4. Critical Update for v3.5.6 or Earlier Customers If you're using v3.5.6 or earlier, please upgrade to continue downloading transactions. Intuit services have ended and you need to migrate your account to the new, secure Quicken Cloud. Version 3.6.4 has a number of stability improvements.
IMPROVED: Improved account connectivity and handling of account errors. IMPROVED: Added a new Fix It button for download error 106 that will allow customers to fix and connect their bank accounts. IMPROVED: Improved a number of error messages. Sometimes approval is required on the bank's website but a number of errors didn't tell customers this fact. FIXED: Fixed an issue where old Intuit account IDs weren't being cleared from the data file and caused sync errors. FIXED: Fixed an issue where the wrong date was appearing in the Account Status window for certain accounts.
FIXED: Fixed an issue where the calculator in the account register would inexplicably round to the nearest cent making it impossible to use. FIXED: Fixed an issue where multi-currency accounts under a single group account didn't work well. Release 3.6.0, 3.6.1, 3.6.2, & 3.6.3 (Critical Update). To prevent service interruption, update now.
Version 3.5 For Mac Free Download
As part of Quicken's separation from Intuit, we will be migrating a number of services from Intuit to the secure, Quicken Cloud. If you are not on the latest Quicken version by September 30th, you will lose the ability to. Create a new file. Make changes to your account.
Download transactions. Use the mobile app. This is a free update Version 3.6 has a number of feature and stability improvements. NEW: The biggest change is the move to the new Quicken ID and Quicken cloud. After launching Quicken, you will be asked to create a new Quicken ID.
You should be able to use the same email address and password that you used for your Intuit ID. NEW: Quicken Connect transactions will now be delivered via the Quicken Cloud. Quicken will set up your accounts so your transactions continue to download without having to re-enter your banking credentials. This only affects Quicken Connect accounts.
NEW: As part of this change, Quicken Connect accounts will now download transactions in the background meaning you can continue to use Quicken. Direct Connect accounts including all investment accounts do not currently download in the background. NEW: Moved stock quote updates to download in the background. NEW: Added support for multiple Cloud accounts using the same Quicken ID. This means you don't need different IDs for each file. NEW: There's a new mobile app.
You will need a new Quicken mobile app to continue seeing your data. Go to the app store associated with your mobile device to get the latest Quicken mobile app.
In addition to Quicken Cloud features, we also made improvements throughout the product. IMPROVED: Budgets have been reworked. We haven’t added any new features but have made what we have work better especially when trying to create a new budget or creating a future budget. Going to the budget view should default better especially when your budget doesn’t start in January. When moving the budget view to a period where there currently isn't a budget defined, Quicken will automatically ask if you would like to create a new budget using the previous budget, historical data from the previous year, or to start from scratch with zero values.
Fixed an issue when editing a budget that spans into the next year where the year was not displaying for the month of January. IMPROVED: Improved bill pay by limiting and correcting issues while paying bills and creating online payees instead of waiting for the financial institution to report the error. IMPROVED: Added a new built-in screenshare capability that will allow a Quicken Care agent to see your screen while helping you through an issue if you approve of this service. IMPROVED: Added an ability to easily fix a 324 dead account issue. Simply click Setup in Account Status window to fix your account. FIXED Made a number of general stability improvements. Version 3.6.1.
Fixed a crash that would occur if your last selection was a budget that was originally created with the Quicken 2015 release. Version 3.6.2. FIXED: Fixed an issue where the error message to setup an account wouldn't go away even after reconnecting an account. FIXED: Fixed an issue where the migrate Quicken ID screen wouldn't appear after using the Sign in as a Different User feature. IMPROVED: Improved the ccscrape.192 error message.
If you get this error, it means your bank is using a Multi-Factor Authentication (MFA) that currently is not supported by the Quicken aggregation service. Version 3.6.3.
FIXED: Fixed an issue that would cause categories on linked transfers to be lost. FIXED: Fixed an issue where deleted splits weren't getting propagated to the Quicken Cloud. FIXED: Improved reliability of a fix for an MFA issue where customers received an MFA code but didn't have a screen to enter the code in.
FIXED: Fixed an issue that would cause a sync error if there was a linked transfer that was referencing an account that wasn't being synced. FIXED: Fixed a crash that could occur when trying to update account credentials. Release 3.5.6 (Critical Update). We fixed a number of investment issues:.
BUG FIX: Fixed an issue where the Portfolio View displayed the entered date and not the acquisition date for Added Shares. BUG FIX: Fixed an issue where downloaded investment transactions weren't being marked as cleared. BUG FIX: Fixed the investment day change value so that it resets at midnight. BUG FIX: Fixed a Short Sell reporting issue where an expired Buy to Cover wouldn't appear correctly in the Tax Schedule report and Realized Gain view. BUG FIX: Fixed how Return of Capital is handled across multiple lots. We continue to make improvements to Bill Pay.
BUG FIX: Fixed an issue where a bill pay cancel request error would return the transaction to a 'To Send' state. BUG FIX: Fixed an error that could occur when cancelling an intra-bank transfer. BUG FIX: Fixed an issue where transactions paid using a Bank's website weren't getting marked as paid. BUG FIX: Fixed a crash when handling a bill pay payee response. We continue to make improvements and stability fixes throughout Quicken:.
BUG FIX: Fixed an issue where hidden accounts were accidentally unhidden. BUG FIX: Fixed an issue where an account's currency setting was being changed to US Dollars after syncing or updating accounts. BUG FIX: Fixed a hang that occurred when trying to do an Update All after entering Intuit ID credentials. BUG FIX: Fixed a crash that occurred in the Edit Budget screen. BUG FIX: Fixed a crash that occurred in the Reconcile screen. Releases 3.5, 3.5.1, and 3.5.2.
This is a really exciting release with a completely new reconcile feature, huge performance improvement in portfolio view, dramatic file size reduction for people with lots of historical data and lots of great bug fixes and improvements in budgets, portfolio view and across the entire product. We're getting ready for the future In order to support future development we need to make database changes. This means that after you've opened your file with Quicken for Mac v3.5 you won't be able to go back and use this file in earlier versions. However, we will automatically save a backup file for you using the old format in case you have to revert back to v3.4. You can find this file by going to the Show Backups in Finder menu under Help. A brand new Reconcile experience We've completely revamped the Reconcile feature.
The new Reconcile feature calculates the beginning balance based on all uncleared transactions which is what Quicken Windows and Quicken 2007 does. This will result in a more accurate reconcile experience that makes sure your Quicken balance actually matches your online or statement balance. In the previous reconcile feature, your Quicken balance was not actually used in the reconcile process and could result in errors. This may mean that the first time you use this new feature you'll discover discrepancies that have always existed but weren't obvious when using the old reconcile feature.
To quickly fix this, click on the gear icon to Start Fresh or Add an Adjustment. NEW: Choose to reconcile against an online balance or paper statement. NEW: Display only uncleared transactions. NEW: Check or uncheck all transactions with one click.
NEW: Added payment and deposit columns in the Reconcile register. NEW: Added payment and deposit totals in the reconcile screen. IMPROVED: Clear column renamed to Clr so that the column can be narrowed. We continue to make improvements to 12-Month budgets. NEW: Added the ability to duplicate an existing 12-Month budget instead of starting from scratch. NEW: Added highlighting in the budget view to easily see category and month for a particular budget value. You can turn this off or change to a different option by going to Preferences.
NEW: Added a light blue highlight behind top level categories so it's easier to review budget numbers in the budget setup screen. IMPROVED: Completely overhauled the budget setup quick fill menu. Now we support actual two month and quarterly fills and also display calculated values in the menu so you know what number will be added before you try to add it. Also changed the key commands for fill forward and back.
BUG FIX: Fixed an issue where categories using emojis in their name weren't being exported. Spreadsheets don't deal well with emojis, so you'll now see the category with a character code replacing the emoji. BUG FIX: Budget view now remembers whether you expanded or collapsed particular categories. We fixed a number of Portfolio View issues:. IMPROVED: Greatly improved portfolio view performance. Most are seeing at least a 200% speed increase. IMPROVED: Changed investment portfolio so that the number of shares display up to 6 decimal places.
(This was a request from kelly1, smayer97, rgw2012, jacobs, billp, canuckguy, and m.c.crockett in Quicken Live Community). IMPROVED: Quicken will automatically add price history for buy and sell transactions if there isn't current quote data for a particular day. This should result in improved charting. IMPROVED: Portfolio view can now expand and fill the entire width of the screen. BUG FIX: Fixed an issue where the security name would overlap the disclosure triangle if the name was really long.
BUG FIX: Fixed an issue in Portfolio View where the disclosure triangle would open multiple securities when in investment, brokerage, retirement or education views. BUG FIX: Improved an issue where the chart would show spikes or dips due to stock splits or purchases.
BUG FIX: Fixed an issue where short sells and covered calls didn't appear in reports. (Thanks to Mr. Cribb for tracking this down and working with us to fix the issue.). BUG FIX: Fixed the day change value for mutual funds when using Update All (Thanks to jtarver for bringing this to our attention).
We continue to make improvements and stability fixes throughout Quicken:. NEW: Added ability to create Quick Category, Payee, and Tag reports by right clicking (CTRL+Click) on a transaction and selecting Report Category, Payee, or Tag. IMPROVED: Dramatically reduced file size by eliminating unused data backups stored in the file.
IMPROVED: Eliminated width restrictions in reports so they can now expand and take up the full width of the screen. IMPROVED: Updated Category, Tag, and Action screens to be consistent with Payee and Securities. IMPROVED: Continued updating help to bring inline with new features.
CRASH: Fixed a crash that could occur when importing from a really old version of Quicken Essentials. CRASH: Fixed a crash that could occur in the new Reconcile window if you deleted the starting balance from the “Use Statement Balance” section, switched to “Use Online Balance”, then switched back. Release 3.4.1.
Update now to get the following improvements 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. BUG FIX: Fixed a calculation error in% Day Change values in portfolio view. BUG FIX: Fixed an issue in the calendar view running balance where today or overdue bill reminders were not being included in the balance calculation. BUG FIX: Fixed an issue where the Portfolio Time Machine calendar drop down would appear off screen in full screen view. BUG FIX: Fixed a full-screen budget view issue where the screen would go black after cancelling or saving on the Select Categories screen. CRASH: Fixed a crash that could occur if logging into Intuit ID and going to preferences before sign in completed.
CRASH: Fixed a crash that could occur when undoing a check number change. SOLUTION: Figured out an issue reported on Quicken Live community where reports were appearing on app launch causing Quicken to hang. This would occur when some Payee names were blank which should never happen. Go to Quicken Live Community and search for 'opens extra windows' to read more and to get a tool to fix the issue. (Thanks to Beaune and pauldv172 for posting the question and helping to figure out the issue.) Release 3.3.1.
Version 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: 12-month budgets. Plan your spending to achieve the goals important to you (e.g., vacation, car, new home, retirement). Now customize your budget with one-time-only, periodic and recurring monthly expenses.
Easily track spending and income against your plan to stay on target. 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. Release 3.2.1.
Our biggest Quicken 2016 update yet! New Features. Now you can export Category Summary and Tax Schedule reports to a CSV file (compatible with Excel, Numbers and other spreadsheets). We've received a lot of requests for this one. Bonus TIP: You can always export transactions from you Quicken registers to CSV files. This especially powerful when combined with the Search and Filtering capability already in the registers.
For example, you could filter by a date range, limit your search to just Payee names and, boom, you have an instant Payee report. You'll find the export option in the File menu: File Export Selected Transactions to Excel File (CSV). Mac Only Quicken Windows file conversion and import!. Now, finally, you can convert your Quicken Windows files (.QDF files) to Quicken Mac 2016 without Windows!
The Windows to Mac conversion and file import now happens seamlessly on your Mac. No need to have access to a Windows computer or create a transfer (.QXF) file. All you need is your Quicken Windows (.QDF) file.Note that this Mac Only import process is not currently available to customers who purchased Quicken for Mac 2016 in the Mac App Store. Apologies to our App Store customers. We are currently investigating whether we can bring the new file conversion process to the App Store version. In the meantime, App Store customers can continue to use the existing File Conversion Utility.
Improvements to Direct Connect Bill Pay. Direct Connect Bill Pay Customers can now receive messages and service alerts from their bank right in Quicken. If your bank sends you a message you’ll be notified on the Account Status window after you update your accounts. You can also check for mail at any time by selecting Window Bank Messages. (Note that this menu item will be available and active only if you use Direct Connect Bill Pay and have messages to read.).
Improved error reporting on the Account Status window. If you run into problems, the Bill Pay error message now links directly to the appropriate Help topic. You can now setup a Scheduled Transaction to be a Bill Pay transaction (without getting that weird '%@ Is Not Enabled” error). Note: This is still just a Scheduled Transaction (a reminder in Quicken).
You still must Enter and the Send the transaction when your bill becomes becomes due. Creating the Scheduled Transaction alone does not send any Bill Pay instructions to your Bank. Fixed an issue where a transaction could be shown as “Sent” but also in an Error state (That's confusing! Thanks to Jim from Quicken Live Community for pointing this out). Fixed text on the Online Payments tab in the register that said 'Processing' for transactions that were actually 'Paid”.
Online Bill Payment check numbers now display in the Check Number field (Thanks Beta tester, macuser22). Note that not all banks return a check number. Quicken 2007 files that previously had Bill Pay transactions in an Error Recovery state can now be imported (thanks to Beta tester, deanesfield). Online Transfers are now included on the Send Payments window. Download Quality Fixes. Fixed a number of issues that could result in duplicate transactions when switching connection methods (Thanks to J Eiechorn, M. Swingle, muddiwater and many others).
For example:. Switching from a Quicken Connect to Direct Connect. Switching from Direct Connect to Quicken Connect.
Importing a QFX file and then connecting via Quicken Connect. 'Clean up payees' preference is now respected for Quicken Connect accounts (Thanks to Beta tester, kbw4).
Fixed an issue where transaction download could time out before completing. Fixed an issue where some customers saw a “generic error” when attempting to download. Fixed an issue where some customers received “Error 185” even after entering correct credentials to an MFA challenge. Fixed an issue where customers of Direct Connect banks that require a PIN change on first use were being prompted to change their PIN more than once. Lot of Crash fixes.
Fixed 13 different crashes that could occur in multiple contexts—importing a QIF file, updating quotes, sending a Bill Pay Transaction, while using the cash or investing register, while dragging a transaction to a different account and more. 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). These reports are the primary way we discover and fix crashes. So if you see the form, please click send. And more Fixes.
Reconcile Starting and Ending Balance no longer defaults to a negative number. Note that you should always enter whole numbers (no negative signs) even in Credit Card accounts. Using a negative number will make it impossible to reconcile properly. Big thanks to all of you that brought this to our attention.
Scheduled Transactions should now match to downloaded transactions!. Transactions entered in manual accounts will no longer display the 'Manual transaction' pencil icon (since all transactions are entered manually). Fixed an issue where Reinvest Dividend transaction totals were inflated in the exported TurboTax (.TXF) file (thanks to gNeil and JM in Quicken Live Community). Fixed an issue where account values could mysteriously disappear in the sidebar (thanks Beta tester, ctquinn).
Fixed an issue where Today's Gain/Loss amount on All Investments Portfolio view was inaccurate because it did not include all accounts. (Thanks to Beta Tester, cowgs). Fixed an issue where past due Scheduled Transactions did not always display in the Calendar. Fixed an issue where the Import option for Quicken Essentials and Quicken 2015 files was not working properly.
Fixed an issue where Opening a Quicken Essentials or Quicken 2015 backup didn’t always perform the correct setup steps. Fixed an issue where importing a Quicken 2007 account could result in transactions going to wrong register. Fixed an issue where shares for Option transactions could be incorrectly calculated. Fixed an issue where importing an Investment QFX file could result in only placeholder transactions being imported. Fixed an issue with the display of Investing quotes 'Last Updated' time on the Portfolio view. Fixed an issue where Day Change on the Portfolio view showed in the wrong color if the account had a negative balance.
Fixed an issue where Day Change and Today's Gain/Loss amounts on the Portfolio view were not getting updated if two securities had the same ticker. We hope this release improves your Quicken for Mac experience. We're already hard at work on 3.2.0. Thanks for being a Quicken Customer, The Quicken Mac Team Release 3.0.5. Added a feature that allows you to revert to the original Payee Names provided by your financial institution. This will change any “cleaned up” Payee Names supplied by Quicken (or any name you entered manually) back to the original Payee Name sent by your financial institution.
Version 3.5 For Mac Download
To use this feature:. Select one or more transactions in your register. Control + Click on the selected transaction(s) and choose 'Revert to Downloaded Payee Name” from the contextual menu. Fixed an issue that prevented Quicken from importing certain Quicken 2007 files.
Quicken could crash and/or display a message that said “An error occurred while preparing the file to be imported”. Customers that experienced this error should now be able to import their 2007 file. Fixed an issue where Quicken could crash after editing a transaction in the register.
Fixed issues where downloading or syncing could show errors 500, 502, 503, or 504. Release 3.0.3.
Fixed an issue where sending an Direct Connect Bill Pay payment could show error “2005Description”. ixed an issue where opening a Quicken 2015 file in Quicken 2016 could show duplicate transactions in Direct Connect accounts that support Bill Pay. Fixed an issue where using special characters in the name of an Direct Connect Bill Pay payee could show error 400. Fixed an issue where switching a Wells Fargo account from Quicken Connect to Direct Connect could show error 409. Fixed an issue where future-dated investment transactions were incorrectly affecting portfolio and market value calculations.
Fixed an issue where the Net Worth Over Time and Spending Over Time reports sometimes didn’t show the final month if a custom date range was selected. Fixed an issue where the footer of a printed report or register would be upside down when using OS X 10.11 (El Capitan). Fixed an issue where new transactions downloaded in Quicken Connect accounts for an existing payee didn’t always use the category that had been used in the past for that payee. Fixed an issue where MiscExpX transactions imported from a Quicken Windows file were always uncategorized. Fixed an issue where accounts could sometimes be incorrectly renamed during mobile sync or when downloading a Quicken Connect account. Added an “FI Id” register column that displays the FITID of a transaction for troubleshooting purposes.
Choose the View Columns (.) FI Id menu item to make it visible. Removed the amount displayed in the top-right corner of the register when viewing the Spending or Income tabs to avoid confusion. The amount was labeled “Net Worth” but the calculation was more complicated than that. Quicken will no longer show the “Alerts” item in the sidebar if mobile sync is disabled. For new accounts, Quicken will no longer recalculate the opening balance adjustment if transactions are added with the same date as the date on which the initial download and balance calculation occurred. Added a tooltip for opening balance adjustment transactions to describe how the adjustment amount is calculated.
Adding, deleting, or modifying transactions dated prior to the date reported in the tooltip will recalculate the adjustment amount. Alert notifications (“High Spending” etc) now have a “Close All” button to close all alerts. When editing a transaction, you can now type “Transfer” in the Check #column to configure the transaction as a Direct Connect transfe. Release 3.0.2. Monitoring alerts, data downloads, and feature updates are available through the end of your membership term.
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