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Quicken 2018 R3 Release Notes

Quicken 2018 R3 Release Notes November 2017 Before you take this update we would recommend you to perform One Step Update to ensure that your data is synced to cloud and take a back up of your datafile.

Fixed: An issue where duplicate accounts were being created after doing a reset and restore backup. New: Ability to Print annual view of budget. New: Ability to upload document for each project / job. New: Paid stamp on invoices. Improved: Added the ability to sort account list alphabetically. Improved: Added the Ability to remember OSU settings. Improved: Added the ability to choose 'all' or 'no' categories for budget. Improved: Security Matching window changes to facilitate better search while matching. Improved: Added the ability to save OSU settings without having to trigger an OSU. Improved: Enhanced the 'Export Summary' window for PDF export of reports. Fixed: An issue where the number of bills displayed on the dashboard was limited. Fixed: An issue where the signature on old rent receipts get updated if you change the signature later for another invoice. Fixed: An issue where 'Tag' field was missing while adding a new business. Fixed: A few crashes. Fixed: Some text and UI issues. Fixed: An issue where your online bills might have been lost if you sign out and sign in back as same user. Fixed: An issue where credit score goes missing on the account bar after mobile sync. Fixed: For online bills that are linked to manual reminders, the default button on dashboard should not be 'Pay', if the billpay is disabled for the reminder. Fixed: Sorting issues with bill history view. Fixed: An issue where bills were being shown as deposits in some cases. Fixed: An issue where the manual reminders were being lost when they were linked to online bills which were in error state. Fixed: An issue where paid bills were disappearing in biller view. Fixed: An issue with transaction reconciliation where if there is an opening balance adjustment, Quicken enters a $0 balance adjustment for every reconciliation. Fixed: An issue where reconciliation was excluding post-dated transactions. Fixed: An issue with ROI calculation if there was a cash balance in the account. Fixed: An issue where recent payments on bills was not sorted by date. Fixed: An issue where Quicken wasn?t calculating total for Buy, Sell, Cover Short, Short sale transactions, unless a price is mentioned.

Reply to
Arthur Conan Doyle
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So now that 2018 has been out for a little while, l et me ask you, and anyone else here using it, what you t hink of it. Any significant improvements or fixes? Shoul d I get it?

Reply to
Ken Blake

Does Quicken 2018 still utilize an internal browser when you click on a web link under Bill and Income Reminders or have they finally allowed users to select a browser of their choice?

I currently use Quicken Deluxe 2016 and would upgrade for that feature alone.

Reply to
Kobac

Where did you obtain these release notes? Thanks, FJ

Reply to
Fred Jacobowitz

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Reply to
Sherlock

Thanks for posting this. From your notes, this is a big update. My copy of Quicken refused to download this update so I resorted to the Mondo Patch. Smooth sailing.

Reply to
David Arnstein

I am disappointed that they yet have not implemented the mouse property "Sn ap To' which automatically moves the pointer to the default button in a dia log box. And my pointer still still appears in the upper left hand corner w hen Quicken starts up.

On the up-side, you can move a security into a different account because yo u can export and import QIF files. (I don't think you could do this in prio r versions (?)).

This is particularly useful to me because I have two securities where the s ell lots got mangled in the QDF file. As a result, I show a share size of x but when I go to sell, the most I can sell is x-(2*my last sale). Really.

No - Repair and validate didn't fix the problem, no place-holders either. T he sales are from years ago and I have years of reinvestment dividends adde d since then. Just for fun I deleted the trade but it didn't fix the proble m. Quicken Inc told me to find a backup that worked and go forth from there . Ha ha ha ha. If I could time travel perhaps I would do that.

My road map to fix this - is to

1)Create a new account for each security. 2)Run Capital gains/losses for each so I can identify the lots I chose when I originally sold them. 3)Export each security to a QIF file. 4)Delete the securities from the current QDF file 5)For each bad security parse the QIF file and locate the sale. Copy all th e investment transactions from day one, up to but not including the sale, t o a new QIF file. Import that QIF file into the new account. Manually enter the sale and all the lots as indicated on the Capital Gains report (urgh). Apply the remaining transactions from the QIF file.

I did a rough run-thru and it looks like I can do it. The thing that puzzle s me - if the lots are all screwed up, how is the Capital Gains report repo rting them? I am certain, Quicken could write a small tool to fix the QDF f ile.

These inconsistencies are the things about Quicken that really bug me. They should be doing consistency checking of the QDF (for example) as the Inves tment screen is painted. The Market Value of a security is computed using t he shares and today's price. Yet today's gain/loss is based on open lots an d the price change. A few lines of code would see the inconsistency between the open lot size and the number of shares. It took me months to realize t he daily gains/loss reported on my investment screen was wrong. I guess I m issed a lot of opportunities to buy/sell!

I was hoping they would fix the QDF file to work with OneDrive or Dropbox; no joy.

Fred J.

Reply to
Fred Jacobowitz

I am running 2018 under windows 10. I like the first one....Fixed: An issue where duplicate accounts were being created after doing a reset and restore backup.

What do they mean by reset? When I restore I copy the file from my backup directory, paste it into my Quicken directory, rename it to whatever.qdf and fire up Quicken. Is there any advantage to using File->Restore from Backup File .. Is there any advantage to using File->File Operations->Copy ... as opposed to using the Shell commands?

I was also wondering ... they are offering free space on Dropbox but has Quicken removed the restriction/suggestion to not place your working QDF file in a Dropbox/OneDrive directory?

Fred J.

Reply to
Fred Jacobowitz

I think they're reffering to resetting the Online Service (as in deactivating and reactivating) of an EWC account. When you restore a backup, a subsequent OSU was being mishandled. See:

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The File->File Operations->Copy... is not the same as a file copy. Quicken is actually recreating a new QDF which can reclaim space, etc..

No.

Reply to
Sherlock

Do they use the same mechanism when they create a backup off the menu?

Reply to
Fred Jacobowitz

Reply to
Sherlock

Does Quicken 2018 still utilize an internal browser when you click on a web link under Bill and Income Reminders or have they finally allowed users to select a browser of their choice?

I currently use Quicken Deluxe 2016 and would upgrade for that feature alone.

Reply to
JohnA

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