http://m.getsatisfaction.com/topics/7733142 Quicken for Mac 2018 v5.6.x Released 2018-05-30T02:01:08Z 2018-05-09T22:43:16Z 7733142 http://m.getsatisfaction.com/topics/7733142 7733142 Quicken for Mac 2018 v5.6.x Released 2018-05-30T02:01:08Z 2018-05-09T22:43:16Z Quicken Marcus http://m.getsatisfaction.com/people/4993311 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10875181/original_medium.jpg quickenmarcus We’re excited to be releasing Quicken for Mac 2018 v5.6 today.&nbsp; We continue working on refining the features we have instead of adding new features.&nbsp; There are 4 main areas of improvement 1) Performance, 2) Reports, 3) Investments 4) Bills &amp; Income and some general fixes.&nbsp; If you find issues in this release, please post the issue as a new comment in this forum post.&nbsp; We'll be actively monitoring this post for issues.<br />&nbsp;<br /><b>Performance</b><br />We’ve been focused on performance improvements throughout the product. &nbsp; <br /><br />First, we looked at launch times. &nbsp;Quicken would take a while to launch if you had a file with lots of historical investment data. &nbsp;You should see an improvement from 30% to 50%. &nbsp;As part of this, we will also start to just download quotes for the securities you hold and not every security you’ve ever held. &nbsp; <br /><br />Second, we looked at investments. &nbsp;Again, if you have a lot of investment data, loading investments would take a long time as Quicken tried to create the chart. &nbsp;Most will see some improvement here but it’s still not where we would like it to be but it should be faster in loading and in switching to other portfolio views. If investments continue to be slow for you, we recommend hiding the chart by dragging up from the bottom of the chart to hide it. <br />&nbsp;<br /><b>Reports</b><br />One of the major changes we did was to make a seemingly subtle change in the Customize Report dialog to have 2 basic options for Account, Category, Tag and Payee items.&nbsp; In 5.6, you will choose to include <i>any</i> account, category, tag or payee or to&nbsp;<i>only</i>&nbsp;include the ones you select.&nbsp;&nbsp;Before it was tough to know whether you were including all transactions under a specific area or just the selected ones if all of them were selected. We also made other improvements in reports like displaying the data range and filter settings in the new reports. Also, foreign characters and emoji should export properly now which was an issue someone brought up here in the 5.5.x forum post. <br />&nbsp;<br /><b>Investments</b><br />In investments, the portfolio view can now be printed and exported. &nbsp;This was a big request here in the forums. &nbsp;If you decide to print, consider using scaling to fit everything on a page or use Excel to get it looking exactly like you want to print it. You can now expand and collapse all securities in the portfolio view and all of this is remembered between different sessions. &nbsp;The number of shares can display more than 3 decimal places and the Y-Axis always starts at zero. This was a request from our CEO. <br /><br /><b>Bills &amp; Income</b><br />We also continue to improve the Bills &amp; Income view. &nbsp;First off, you can now search for an eBill vs picking a payee first. &nbsp;This should simplify the process. &nbsp;You can add a payee from the Payee view and we made it easier to add Payees to the Bills &amp; Income view by adding a column to the Payee List window. <br />&nbsp;<br /><b>General&nbsp;Fixes</b><br />Finally, we improved the way&nbsp;transaction downloads work. &nbsp;Previously, Direct Connect accounts would block you from doing anything else while they were downloading transactions. &nbsp;Now, this happens in the background.<br /><br /><b>Updates</b><br />5/9 - Starting the rollout of 5.6.<br />5/9 - As we always do, stopped the rollout for tonight so we can assess how things are going in the morning and wait for the Care team to be available.&nbsp; Please post any issues you run into as a comment to this forum post.<br />5/18 - We're releasing 5.6.1 as a staged release.&nbsp; Here are the release notes:<br /><ul><li>FIXED&nbsp;- Fixed a report customization issue where all payees including hidden payees would appear in a report if no payees were selected. In 5.6, this setting was converted to use the new Any Payee feature, but it inadvertently excluded hidden payees. We're fixing this in 5.6.1 so that hidden payees will be included by default. Please review the&nbsp;<b>Include hidden payees</b>&nbsp;checkbox to see if it is set properly for your reports. A big thanks to Najmi for their help in figuring out this issue.&nbsp;</li><li>FIXED&nbsp;- Fixed a similar report customization issue for Accounts. Previously, if all accounts were selected then all accounts including hidden accounts were included. In 5.6, this setting was converted to use the new Any Account feature, but it did not include hidden accounts which meant the same report would have different results. In 5.6.1 when these reports are converted, they will include hidden accounts by default. Please review the&nbsp;<b>Include accounts hidden in reports</b>&nbsp;checkbox to see if it is set properly for your reports.</li><li>FIXED&nbsp;- In 5.5, we mistakenly allowed one to assign a Quicken-reserved investment category to a transaction which shouldn't have been possible. In 5.6.x, these categories were hidden so they could no longer be selected but this also meant that any transaction that used one of these special categories became Uncategorized. In 5.6.1, we're improving this behavior so that if one of these categories was used, we'll automatically create a new, user-defined category with the same name, but these will now be under a new parent category called Investments (Custom). 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.</li><li>FIXED&nbsp;- Fixed a crash that could occur when clicking through menus while other windows were open such as the Account Status window.</li><li>FIXED&nbsp;- Fixed a crash that could happen when customizing report settings.</li><li>CHANGED&nbsp;- In 5.6, we changed the Y-Axis in the portfolio view chart to start at 0 to be more accurate to the actual account market fluctuations. 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.</li></ul>5/21 - 5.6.1 is available for everyone.&nbsp; We don't anticipate rolling this back.<br />5/31 - I'm closing this thread down.&nbsp; If you are seeing issues in 5.6.x, please now go to our 5.6.2 forum post.&nbsp;&nbsp;<a href="https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-2018-v5-6-2-released" rel="nofollow">https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-2018-v5-6-2-released</a>. article installing_and_updating installing_and_updating, mac 275 61 5 comment http://m.getsatisfaction.com/topics/7733142/replies/19512981 http://m.getsatisfaction.com/topics/7733142 19512981 RickO responded to "Quicken for Mac 2018 v5.6.x Released" 2018-05-09T23:22:41Z 2018-05-09T23:22:41Z RickO http://m.getsatisfaction.com/people/8400030 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10875315/original_medium.jpg ricko_i3b4avxnghg4a And here are the detailed release notes:<br /><br /><b><u>Improved application performance</u></b><p>In 5.6, we focused on improving app performance. Customers with years and years of investment transactions were the most impacted so we zeroed our efforts around investments, but everyone should benefit.</p><ul> <li>NEW&nbsp;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.</li> <li>NEW&nbsp;As part of this performance improvement, Quicken will now only download quotes for held securities, ignoring securities that are no longer owned. In the&nbsp;<b>Securities</b>&nbsp;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.</li> <li>NEW&nbsp;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.</li> <li>NEW&nbsp;Switching from the Portfolio Value view to Performance view is a lot faster now.</li> <li>NEW&nbsp;Switching between different Groups in the Portfolio View now immediately update.</li> </ul><b><br /><u>Improved report usability and functionality</u></b><ul> <b> </b><li>NEW&nbsp;The&nbsp;<b>Comparison</b>,&nbsp;<b>Summary</b>&nbsp;and&nbsp;<b>Transaction</b>&nbsp;reports created from&nbsp;<b>New Report</b>&nbsp;now display date range and customization settings in the upper right corner. This information also appears in printed and exported reports.</li> <li>NEW&nbsp;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.</li> <li>NEW&nbsp;As part of refining this experience, column selection for transaction reports has been moved to the report toolbar.</li> <li>NEW&nbsp;The drill down report will now remember the columns chosen so that all future drill down reports will include the same columns.</li> <li>FIXED&nbsp;The&nbsp;<b>Comparison</b>,&nbsp;<b>Summary</b>&nbsp;and&nbsp;<b>Transaction</b>&nbsp;reports created from&nbsp;<b>New Report</b>&nbsp;will now export foreign and other special characters to the CSV file.</li> </ul><b><br /><u>Continued refinement of investment portfolio view</u></b><ul> <b> </b><li>NEW&nbsp;The portfolio view can now be printed, exported to a CSV file, or copied and pasted into a spreadsheet.</li> <li>NEW&nbsp;The portfolio view now remembers which securities have been expanded and collapsed.</li> <li>NEW&nbsp;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.</li> <li>NEW&nbsp;Securities without a cost basis will now display an Add Cost Basis button that will bring up the dialog to cost basis information.</li> <li>NEW&nbsp;The number of shares column will now display more than 3 decimal places.</li> <li>NEW&nbsp;The Y-Axis now always starts at zero.</li> </ul><br /><b><u>Better eBill support in Bills &amp; Income</u></b><ul> <b> </b><li>NEW&nbsp;Changed the way track flow works. 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.</li> <li>NEW&nbsp;Added an Add Payee option to the Payee screen.</li> <li>NEW&nbsp;Added a column to the&nbsp;<b>Payees</b>&nbsp;list window to more easily select which payees should appear in the Bills &amp; Income screen.</li> </ul><br /><b><u>General improvements across the product</u></b><ul> <b> </b><li>NEW&nbsp;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.</li> <li>NEW&nbsp;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.</li> <li>NEW&nbsp;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.</li> <li>NEW&nbsp;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.</li> <li>FIXED&nbsp;Fixed a number of bugs and stability issues.</li> </ul> 1 http://m.getsatisfaction.com/topics/7733142/replies/19513036 http://m.getsatisfaction.com/topics/7733142 19513036 Mike responded to "Quicken for Mac 2018 v5.6.x Released" 2018-05-09T23:52:30Z 2018-05-09T23:52:30Z Mike http://m.getsatisfaction.com/people/9657524 https://www.gravatar.com/avatar/3009f09f9fb1c2729361027e23293701?d=identicon&s=55&r=PG mike_2evo8ugunytxg Investments - y-axis starting at zero. I do not like it. Put it back the way it was or include an option for zero or lowest value. 11 http://m.getsatisfaction.com/topics/7733142/replies/19513099 http://m.getsatisfaction.com/topics/7733142 19513099 RickO responded to "Quicken for Mac 2018 v5.6.x Released" 2018-05-10T00:38:57Z 2018-05-10T00:38:57Z RickO http://m.getsatisfaction.com/people/8400030 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10875315/original_medium.jpg ricko_i3b4avxnghg4a <blockquote>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.</blockquote>This is a vast improvement. However, we still need in the Tags section a *No Tag* item in the list. As it is, there is no way to filter for transactions that have either one specific tag OR are untagged. 3 http://m.getsatisfaction.com/topics/7733142/replies/19513106 http://m.getsatisfaction.com/topics/7733142 19513106 RickO responded to "Quicken for Mac 2018 v5.6.x Released" 2018-05-10T00:44:06Z 2018-05-10T00:44:06Z RickO http://m.getsatisfaction.com/people/8400030 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10875315/original_medium.jpg ricko_i3b4avxnghg4a <blockquote>&nbsp;The portfolio view can now be printed, exported to a&nbsp;CSV file, or copied and pasted into a&nbsp;spreadsheet.</blockquote>This is a huge improvement. However, I think it would be better if the printed/exported data reflected the expanded/collapsed state of the securities (rather than always expanded, even if screen state is collapsed). 1 http://m.getsatisfaction.com/topics/7733142/replies/19513110 http://m.getsatisfaction.com/topics/7733142 19513110 RickO responded to "Quicken for Mac 2018 v5.6.x Released" 2018-05-10T00:47:38Z 2018-05-10T00:47:38Z RickO http://m.getsatisfaction.com/people/8400030 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10875315/original_medium.jpg ricko_i3b4avxnghg4a <blockquote>The number of shares column will now display more than 3 decimal places<br /></blockquote>I'm not seeing more than 3 decimal places. Will this display only for future fractional shares of more than 3 decimal places? 0 http://m.getsatisfaction.com/topics/7733142/replies/19513121 http://m.getsatisfaction.com/topics/7733142 19513121 RickO responded to "Quicken for Mac 2018 v5.6.x Released" 2018-05-10T00:52:49Z 2018-05-10T00:52:49Z RickO http://m.getsatisfaction.com/people/8400030 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10875315/original_medium.jpg ricko_i3b4avxnghg4a <blockquote>Improved transaction downloads. Previously, downloading from&nbsp;Direct Connectaccounts would block you from doing anything else. Now&nbsp;Direct Connect&nbsp;works likeQuicken&nbsp;Connect accounts in that you can continue to use&nbsp;Quicken&nbsp;while downloading is happening in the&nbsp;background.</blockquote>When updating Fidelity Investments (Direct Connect, 7 accounts), I get a spinning beach ball until the update finishes if I try to click anywhere else. Other FIs with multiple accounts seem to work okay (eg. TIAA). 0 http://m.getsatisfaction.com/topics/7733142/replies/19513123 http://m.getsatisfaction.com/topics/7733142 19513123 RickO responded to "Quicken for Mac 2018 v5.6.x Released" 2018-05-10T00:54:06Z 2018-05-10T00:54:06Z RickO http://m.getsatisfaction.com/people/8400030 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10875315/original_medium.jpg ricko_i3b4avxnghg4a <blockquote>Also in&nbsp;the register, we now always display the balance&nbsp;regardless&nbsp;of the column being sorted. When not sorted by Date or CLR, the balance column will have an&nbsp;italicized,dark gray&nbsp;color to let you know the balance won't match your statement.</blockquote>PERFECT! Very glad you implemented the shading when not sorted by date. Thanks Marcus! 2 http://m.getsatisfaction.com/topics/7733142/replies/19513130 http://m.getsatisfaction.com/topics/7733142/replies/19513036 19513130 RickO responded to "Quicken for Mac 2018 v5.6.x Released" 2018-05-10T01:01:47Z 2018-05-10T01:01:47Z RickO http://m.getsatisfaction.com/people/8400030 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10875315/original_medium.jpg ricko_i3b4avxnghg4a I agree. It displays basically a flat line in a lot of situations due to this scaling. I'm afraid Eric got this one wrong. :-( 6 http://m.getsatisfaction.com/topics/7733142/replies/19513144 http://m.getsatisfaction.com/topics/7733142/replies/19513036 19513144 Quicken Marcus responded to "Quicken for Mac 2018 v5.6.x Released" 2018-05-10T01:14:57Z 2018-05-10T01:14:57Z Quicken Marcus http://m.getsatisfaction.com/people/4993311 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10875181/original_medium.jpg quickenmarcus Thanks for the feedback. 0 http://m.getsatisfaction.com/topics/7733142/replies/19513147 http://m.getsatisfaction.com/topics/7733142/replies/19513099 19513147 Quicken Marcus responded to "Quicken for Mac 2018 v5.6.x Released" 2018-05-10T01:19:11Z 2018-05-10T01:19:11Z Quicken Marcus http://m.getsatisfaction.com/people/4993311 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10875181/original_medium.jpg quickenmarcus If I understand your question correctly I think we did add the "no tag" feature.&nbsp; Basically, pick "Include Only" and then don't select any tags and all the transactions that don't have tags will appear.&nbsp; This also works for Payees.&nbsp; 0 http://m.getsatisfaction.com/topics/7733142/replies/19513149 http://m.getsatisfaction.com/topics/7733142/replies/19513106 19513149 Quicken Marcus responded to "Quicken for Mac 2018 v5.6.x Released" 2018-05-10T01:19:28Z 2018-05-10T01:19:28Z Quicken Marcus http://m.getsatisfaction.com/people/4993311 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10875181/original_medium.jpg quickenmarcus Interesting. We'll consider that. 0 http://m.getsatisfaction.com/topics/7733142/replies/19513152 http://m.getsatisfaction.com/topics/7733142/replies/19513110 19513152 Quicken Marcus responded to "Quicken for Mac 2018 v5.6.x Released" 2018-05-10T01:21:57Z 2018-05-10T01:21:57Z Quicken Marcus http://m.getsatisfaction.com/people/4993311 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10875181/original_medium.jpg quickenmarcus The way this should work is that we'll display up to 6 decimal places of a share amount but it will match whatever is entered.&nbsp; If you have 6 decimal places then it should show 6 decimal places.&nbsp; If you only have 1 decimal place it will only show 1.&nbsp; We don't display trailing zeros. 1 http://m.getsatisfaction.com/topics/7733142/replies/19513163 http://m.getsatisfaction.com/topics/7733142/replies/19513121 19513163 Quicken Marcus responded to "Quicken for Mac 2018 v5.6.x Released" 2018-05-10T01:29:01Z 2018-05-10T01:29:01Z Quicken Marcus http://m.getsatisfaction.com/people/4993311 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10875181/original_medium.jpg quickenmarcus When we write your transactions to the database, we block user interaction so this is why it's beach balling. My guess is that we're writing your transactions from other brokerages&nbsp;to the database while Fidelity is downloading or there's so much information coming down from Fidelity we needed to write to the database right away.&nbsp; The length of the beach balling depends on how much data we're writing.&nbsp; As part of our performance work, we discovered that writing updated quotes to the database performed&nbsp;poorly&nbsp;especially for those with lots of historical data. We thought we caught&nbsp;all of those places but this could be another instance of it.&nbsp; Thanks for reporting it and let us know if it continues to be slow. 0 http://m.getsatisfaction.com/topics/7733142/replies/19513170 http://m.getsatisfaction.com/topics/7733142/replies/19513123 19513170 Quicken Marcus responded to "Quicken for Mac 2018 v5.6.x Released" 2018-05-10T01:33:38Z 2018-05-10T01:33:38Z Quicken Marcus http://m.getsatisfaction.com/people/4993311 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10875181/original_medium.jpg quickenmarcus I think a number of people in our beta suggested that they liked that the balance wasn't there because it was a sign that they weren't sorted by date. I felt strongly we shouldn't hide the balance because of all the customer's who called Care about their balance missing but it made a lot of sense to me that there still needed to be a way to know if the sort order was different than date. It's subtle but I hope it's enough of an alert. 2 http://m.getsatisfaction.com/topics/7733142/replies/19513200 http://m.getsatisfaction.com/topics/7733142/replies/19513099 19513200 RickO responded to "Quicken for Mac 2018 v5.6.x Released" 2018-05-10T01:54:26Z 2018-05-10T01:54:26Z RickO http://m.getsatisfaction.com/people/8400030 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10875315/original_medium.jpg ricko_i3b4avxnghg4a Not quite... I understand how to get all untagged transactions. What I'm asking is... say you have tags AA and BB. You want to include transactions that are untagged or have tag AA, but not BB. I don't see a way to do that. 2 http://m.getsatisfaction.com/topics/7733142/replies/19513209 http://m.getsatisfaction.com/topics/7733142/replies/19513121 19513209 RickO responded to "Quicken for Mac 2018 v5.6.x Released" 2018-05-10T02:02:04Z 2018-05-10T02:02:04Z RickO http://m.getsatisfaction.com/people/8400030 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10875315/original_medium.jpg ricko_i3b4avxnghg4a In my case, Fidelity was already up to date, so there shouldn't have been much data coming down. The TIAA accounts had much more data, but didn't exhibit this issue. Let me know if there's anything I can do to help troubleshoot. 0 http://m.getsatisfaction.com/topics/7733142/replies/19513268 http://m.getsatisfaction.com/topics/7733142/replies/19512981 19513268 Alexander Bray responded to "Quicken for Mac 2018 v5.6.x Released" 2018-05-10T02:45:59Z 2018-05-10T02:45:59Z Alexander Bray http://m.getsatisfaction.com/people/7901682 https://www.gravatar.com/avatar/5e1f814211fe057e90a6d2333622c3d9?d=identicon&s=55&r=PG alexander_bray Decision to always start the y-axis at zero no longer provides the dynamic range to see the changes in portfolio value—almost all of my investments, even YTD plots show as nearly horizontal lines with very little daily movement.&nbsp; Ideally the user should be able to choose the y-axis starting value (or if you go back to the dynamic plots, be able to set the scale to zero for a particular plot). &nbsp;Having both views is instructive, but for daily monitoring a dynamic range scaled to the data works best. 8 http://m.getsatisfaction.com/topics/7733142/replies/19513624 http://m.getsatisfaction.com/topics/7733142/replies/19512981 19513624 Lysander Spooner responded to "Quicken for Mac 2018 v5.6.x Released" 2018-05-10T09:49:02Z 2018-05-10T09:49:02Z Lysander Spooner http://m.getsatisfaction.com/people/7440084 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11164862/LysanderSpooner20140920_medium.jpg howardlebowitz I am on 5.5.7 and get no notification to update. Tried manual update from Quicken menu and it says I have the latest version. Why? 0 http://m.getsatisfaction.com/topics/7733142/replies/19513770 http://m.getsatisfaction.com/topics/7733142 19513770 Jim responded to "Quicken for Mac 2018 v5.6.x Released" 2018-05-10T12:00:50Z 2018-05-10T12:00:50Z Jim http://m.getsatisfaction.com/people/8556905 https://www.gravatar.com/avatar/d373d3f38c14f8cb5862a3c0d9fa7507?d=identicon&s=55&r=PG jamesjhammond The Y-Axis now always starts at zero is a terrible idea. It renders the graphics useless. Sorry! 6 http://m.getsatisfaction.com/topics/7733142/replies/19513851 http://m.getsatisfaction.com/topics/7733142/replies/19512981 19513851 RickO responded to "Quicken for Mac 2018 v5.6.x Released" 2018-05-10T12:47:32Z 2018-05-10T12:47:32Z RickO http://m.getsatisfaction.com/people/8400030 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10875315/original_medium.jpg ricko_i3b4avxnghg4a It is a staged release. Quicken makes available a small number of updates, first come first served. Then they wait to release more to make sure there are no major show stoppers. If no major issues, it will go to full release in a couple/few days. 0 http://m.getsatisfaction.com/topics/7733142/replies/19513901 http://m.getsatisfaction.com/topics/7733142/replies/19513770 19513901 RCinNJ responded to "Quicken for Mac 2018 v5.6.x Released" 2018-05-10T13:10:14Z 2018-05-10T13:10:14Z RCinNJ http://m.getsatisfaction.com/people/8601079 https://www.gravatar.com/avatar/2ad22065f2b8653c47884794e8029a40?d=identicon&s=55&r=PG richard_cohn_e7i4kpkvwowad +1. Makes it useless. Sorry (too)! 3 http://m.getsatisfaction.com/topics/7733142/replies/19513934 http://m.getsatisfaction.com/topics/7733142/replies/19513770 19513934 jbajor responded to "Quicken for Mac 2018 v5.6.x Released" 2018-05-10T13:23:55Z 2018-05-10T13:23:55Z jbajor http://m.getsatisfaction.com/people/8537272 https://www.gravatar.com/avatar/d6bea85aefab49afff55e891c599b2ec?d=identicon&s=55&r=PG jbajor +1 +1 +1!!!!!! &nbsp; Customer service on chat line didnt even know about this. &nbsp;It is useless! &nbsp;Please return to original or provide the option 4 http://m.getsatisfaction.com/topics/7733142/replies/19513972 http://m.getsatisfaction.com/topics/7733142/replies/19512981 19513972 Lysander Spooner responded to "Quicken for Mac 2018 v5.6.x Released" 2018-05-10T13:36:04Z 2018-05-10T13:36:04Z Lysander Spooner http://m.getsatisfaction.com/people/7440084 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11164862/LysanderSpooner20140920_medium.jpg howardlebowitz Just got it - thanks...Really like the Direct Connect improvement. No longer locked out. 0 http://m.getsatisfaction.com/topics/7733142/replies/19514043 http://m.getsatisfaction.com/topics/7733142/replies/19513099 19514043 s2kdriver responded to "Quicken for Mac 2018 v5.6.x Released" 2018-05-10T13:58:54Z 2018-05-10T13:58:54Z s2kdriver http://m.getsatisfaction.com/people/9506761 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11238211/S200005021_mid_medium.jpg s2kdriver I agree with RickO on this. &nbsp;We need either an overall report filter setting with "Any, All, or <i><b>None</b></i>", or a <i><b>&lt;no-tags&gt;&nbsp;</b></i><b></b>entry in the tag list. &nbsp;This is to allow specific tags to be <i>excluded</i> from a report when there are untagged transactions present. &nbsp;There have been previous posts on this topic, and as RickO has pointed out before, there is&nbsp;a voting page for this capability. &nbsp;See...<br /><br /><a href="https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-2018-v5-5-x-released?topic-reply-list%5Bsettings%5D%5Bfilter_by%5D=all&amp;topic-reply-list%5Bsettings%5D%5Breply_id%5D=19310613#reply_19310613" rel="nofollow" target="_blank" title="Link https//getsatisfactioncom/quickencommunity/topics/quicken-for-mac-2018-v5-5-x-releasedtopic-reply-listsettingsfilter_byalltopic-reply-listsettingsreply_id19310613reply_19310613">https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-2018-v5-5-x-released?topic-reply-list[settings][filter_by]=all&amp;topic-reply-list[settings][reply_id]=19310613#reply_19310613</a> 2 http://m.getsatisfaction.com/topics/7733142/replies/19514060 http://m.getsatisfaction.com/topics/7733142 19514060 lenigandave4 responded to "Quicken for Mac 2018 v5.6.x Released" 2018-05-10T14:02:42Z 2018-05-10T14:02:42Z lenigandave4 http://m.getsatisfaction.com/people/4064236 https://www.gravatar.com/avatar/b4f4463e1b3c64ac08f9fe029a776458?d=identicon&s=55&r=PG lenigandave4 <em>This reply was created from a merged topic originally titled <a class="notranslate" href="https://getsatisfaction.com/quickencommunity/topics/i-did-the-update-and-found-an-issue-with-the-handling-of-a-remove-shares-transaction" rel="nofollow" target="_blank">I did the update and found an issue with the handling of a remove shares transact...</a>.</em><br /><br /> I did the update and found an issue with the handling of a remove shares transaction. The ETF changed its name and there is an add and remove shares transaction in my history. My portfolio still is reported the removed shares in my holdings. How should this be fixed? 0 http://m.getsatisfaction.com/topics/7733142/replies/19514103 http://m.getsatisfaction.com/topics/7733142/replies/19513036 19514103 Don McNellis responded to "Quicken for Mac 2018 v5.6.x Released" 2018-05-10T14:16:29Z 2018-05-10T14:16:29Z Don McNellis http://m.getsatisfaction.com/people/8814932 https://www.gravatar.com/avatar/c10bc5f52cce5ad8a7fe76ee380e3983?d=identicon&s=55&r=PG don_mcnellis Strongly agree. Y-axis starting at 0 eliminates the meaningful variations in value. It all becomes essentially a straight line. This should be changed back in my opinion. 3 http://m.getsatisfaction.com/topics/7733142/replies/19514206 http://m.getsatisfaction.com/topics/7733142/replies/19513036 19514206 Jeffrey Folinus responded to "Quicken for Mac 2018 v5.6.x Released" 2018-05-10T14:40:11Z 2018-05-10T14:40:11Z Jeffrey Folinus http://m.getsatisfaction.com/people/9658323 https://www.gravatar.com/avatar/b9613809d127cba56a10b6519ea522db?d=identicon&s=55&r=PG jeffrey_folinus_3auaab2qk86wh Concur. For graphic display, refer to Edward Tufte: The Visual Display of Quantitative Information:<br /><br /><a name="responses" rel="nofollow" target="_blank"></a><a name="responses" rel="nofollow" target="_blank" title="Link: null"><p>In general, in a time-series, use a baseline that shows the data not the zero point. If the zero point reasonably occurs in plotting the data, fine. But don't spend a lot of empty vertical space trying to reach down to the zero point at the cost of hiding what is going on in the data line itself.&nbsp;</p><p>For examples, all over the place, of absent zero points in time-series, take a look at any major scientific research publication. The scientists want to show their data, not zero.</p><p>The urge to contextualize the data is a good one, but context does not come from empty vertical space reaching down to zero, a number which does not even occur in a good many data sets. Instead, for context, show more data horizontally! .&nbsp;</p><p>-- Edward Tufte</p><br /></a> 5 http://m.getsatisfaction.com/topics/7733142/replies/19514258 http://m.getsatisfaction.com/topics/7733142/replies/19513036 19514258 RCinNJ responded to "Quicken for Mac 2018 v5.6.x Released" 2018-05-10T14:49:59Z 2018-05-10T14:49:59Z RCinNJ http://m.getsatisfaction.com/people/8601079 https://www.gravatar.com/avatar/2ad22065f2b8653c47884794e8029a40?d=identicon&s=55&r=PG richard_cohn_e7i4kpkvwowad Jeffrey, excellent quote. I taught science for a few years and one skill I tried to teach students was choosing the correct scale when presenting data. Getting across the idea that not all graphs need a zero point was one of the hardest for some students to understand. A scale that hides the trends is a no-no. 5 http://m.getsatisfaction.com/topics/7733142/replies/19514265 http://m.getsatisfaction.com/topics/7733142/replies/19513036 19514265 JM responded to "Quicken for Mac 2018 v5.6.x Released" 2018-05-10T14:50:41Z 2018-05-10T14:50:41Z JM http://m.getsatisfaction.com/people/8342846 https://www.gravatar.com/avatar/ca42e5c6d984ef5cf66094e01158b569?d=identicon&s=55&r=PG jm_8027534 @Jeffery Fo;inus<br /><br />The quoted comments by Edward Tufte are right on target.<br /><br />Example - the new QMac investment charts almost completely mask the recent market volatility.<br /><br />With all due respect to the Quicken CEO - please, please return to the old way. Better yet. let the user specify the Y axis limits. 5 http://m.getsatisfaction.com/topics/7733142/replies/19514301 http://m.getsatisfaction.com/topics/7733142/replies/19513099 19514301 JM responded to "Quicken for Mac 2018 v5.6.x Released" 2018-05-10T14:58:14Z 2018-05-10T14:58:14Z JM http://m.getsatisfaction.com/people/8342846 https://www.gravatar.com/avatar/ca42e5c6d984ef5cf66094e01158b569?d=identicon&s=55&r=PG jm_8027534 <blockquote>RickO commented ;&nbsp;You want to include transactions that are untagged or have tag AA, but not BB. I don't see a way to do that.<br /> </blockquote>Exactly the problem I have with the present configuration; I have need for the ability to exclude one or more Tags while including untagged plus remaining Tags. <br />QWin handles this very smoothly by including "Untagged" as the first option in the customization Tag list. 3