Oct 13, 2016  However, it still lags behind Quicken for Windows in some areas and we're still waiting for equality with the PC version. However, the changes and enhancements to Quicken 2017 for Mac show that the new owners are moving in the right direction. You can get Quicken 2017 for Mac from the Mac App Store for $74.99 or from Amazon for around $43.71. On a scale of 1-5. 5 being the best, I was at a '4' with Quicken 2017, but absolutely refuse to move to a 'subscription model' where Quicken holds the keys to my finances. With the latest blackmail from Quicken (upgrade to a subscription model or lose access to your auto-reconcile bank data), I have said 'no more'.

Comments

• edited October 2018

  Quicken 2017 will work fully functional after the termination in manual entry mode.
  That means that NO, your data will NOT be locked. You can add, edit, print, delete as you always have.
  Actually, Quicken 2018 will behave exactly in that manner. Your data will NOT be locked or frozen if you choose not to renew your subscription EXCEPT for the Starter Edition.
• edited October 2018

  Also discontinuation policy
  https://www.quicken.com/support/quicken-discontinuation-policy
• edited October 2018

  With Q2017, what happens after 4/30/20 is that you'll no longer be able to download ANYTHING into Q2017. That includes you manually downloading and then trying to import into Q2017. It won't import either.
  Also, support from Quicken itself will end .. but not from this forum.
  You'll still, after 4/30/20, have the ability to manually type in data, run reports, export to Excel and other products, etc. I.E. Q will act exactly the same as it does today .. except for ALL online features.
  Naturally, this is also dependent upon your operating system continuing to support Q. If you upgrade (completely or partially) your OpSys, there's no telling what can happen.
  [EDIT] And, btw, you're already on a 'subscription model' in Q2017. I just described the model and how it works. [/EDIT]

  Q user since DOS version 5
  Now running Quicken Windows Subscription, Home & Business
  Retired 'Certified Information Systems Auditor' & Bank Audit VP
  
• edited December 2018

  How does Quicken 2017 prevent manual import in the standalone version? Is that logic already built-in Quicken 2017?
• edited October 2017

  My understanding is that this 'disable online feature' needs to be built-in the standalone version. The current version number is R15 for Quicken 2017. If Quicken had already pushed that logic in R15 then I can re-install R14 and still should be able to use online features after April 2020.
• edited October 2017

  How does Quicken 2017 prevent manual import in the standalone version? Is that logic already built-in Quicken 2017?

  Every import uses the FITID that's built into that import file to go out to Q's servers and verify that both the FITID and the product are still valid for download/import.
  For old, no longer supported, products, that verification will fail and Q will refuse to import the file.

  Q user since DOS version 5
  Now running Quicken Windows Subscription, Home & Business
  Retired 'Certified Information Systems Auditor' & Bank Audit VP
  
• edited October 2017

  How does Quicken 2017 prevent manual import in the standalone version? Is that logic already built-in Quicken 2017?

  Thank you. Are you saying that Quicken 2017 needs internet connection to import a saved QFX file from my local computer?
• edited October 2017

  How does Quicken 2017 prevent manual import in the standalone version? Is that logic already built-in Quicken 2017?

  Interesting question.. I have read that a discontinued version will preclude manual importing via .qfx. Below is what Quicken is saying. Does not specifically say you cannot import a .qfx file. I suppose you could say you are downloading your FI date into a .qfx file and then importing. This is different than downloading from within the Quicken program which involves the Quicken servers connecting to your FI. Hopefully, one of the good folks at Quicken will give you a definitive answer.
  What Quicken services will be discontinued?

  The following services will be discontinued:

  • Online bill pay
  • Downloading financial data from your bank, credit union, credit card, brokerage, 401(k) or mutual fund accounts
  • Downloading stock quotes, news headlines and other financial information into Quicken
  • Uploading portfolio information from Quicken to Quicken.com
  • Live Support
  • Software patches and updates
• edited October 2017

  How does Quicken 2017 prevent manual import in the standalone version? Is that logic already built-in Quicken 2017?

  Honestly I don't care any of these points except bullet #2. I am thinking of downloading QFX file manually first and then import into Quicken. Someone from Quicken should clarify if this can't be done as step 2 (importing local QFX file) requires internet connection.
  I will test it today and let you guys know.
• edited October 2017

  How does Quicken 2017 prevent manual import in the standalone version? Is that logic already built-in Quicken 2017?

  When your version of Quicken terminates downloads you will no longer be able to manually import .qfx files into Quicken (commonly known as Web Connect).
  That process gets turned off by Quicken, regardless of whether you have an internet connection or not.
• edited October 2017

  How does Quicken 2017 prevent manual import in the standalone version? Is that logic already built-in Quicken 2017?

  Importing of a QFX file will be blocked. This is how it always has been.
  For Quicken Windows you can still import a QIF file, this isn't blocked.
  From my other reply to Faisal Ahmed in another thread:

  Faisal Ahmed If you talking about 'Web Connect' (importing a QFX file).
  I have heard 'security concerns', but frankly you have to just say it is their business model to push people buy a new version.
  They definitely do block it when 'discontinuing online services'.
  And
  they do put their servers in the middle of this. But justifying why
  their servers are involved is on really 'shaky ground' as far as I can
  tell.
  When you go to import a QFX file it check to make sure that
  it is from a 'participating partner', and that your version of Quicken
  is still supported. If either of these fails, it will not import the
  QFX file.
  You can get around this on the Windows side by importing a QIF file instead.
  If
  you are referring to either Express Web Connect or Direct Connect they
  both do need support from the Quicken/Intuit servers. Some might think
  that Direct Connect doesn't because Quicken talks to the financial
  institution directly, but first off Quicken needs the URL to contact.
  The Quicken/Intuit servers provide that.
  And also it is Intuit that is 'keeping the channels open' with the financial institutions.
  As in they have the relationships for supporting this effort and such.

  Also for QIF importing see this:
  https://getsatisfaction.com/quickencommunity/topics/faq-is-there-a-way-that-will-allow-you-to-import-transactions-from-qif-csv-excel-ofx-files-into-quicken
• edited October 2017

  How does Quicken 2017 prevent manual import in the standalone version? Is that logic already built-in Quicken 2017?

  P.S. Note the QIF format doesn't have the unique Ids for blocking duplicate transactions.
• edited October 2017

  How does Quicken 2017 prevent manual import in the standalone version? Is that logic already built-in Quicken 2017?

  How will they block manual import of QFX file? Suppose they release another update R16 to push that code. If I don't take that update I can still import, right?
• edited October 2017

  How does Quicken 2017 prevent manual import in the standalone version? Is that logic already built-in Quicken 2017?

  Nope. All versions of Quicken since around 2008 terminate all kinds of downloads after the 'sunset' date.
  That's always included Web Connect files as well. Quicken turns off that capability of importing .qfx files after the termination date.
  So, if you have Quicken 2014 now, you can't import .qfx files you downloaded from your bank or credit card.
• edited October 2017

  How does Quicken 2017 prevent manual import in the standalone version? Is that logic already built-in Quicken 2017?

  I'm not talking about web connect. If I have a QFX file stored locally (downloaded previously) on my computer then how does Quicken prevent me from importing? Unless Quicken 2017 has already built-in code to prevent this after April 2020. If they don't have this code built-in then they need to push this code using another update. I can then just ignore the new update and still import using old version.
• edited October 2017

  How does Quicken 2017 prevent manual import in the standalone version? Is that logic already built-in Quicken 2017?

  how does Quicken prevent me from importing?

  I answered that 2 hours ago.

  Q user since DOS version 5
  Now running Quicken Windows Subscription, Home & Business
  Retired 'Certified Information Systems Auditor' & Bank Audit VP
  
• edited October 2018

  How does Quicken 2017 prevent manual import in the standalone version? Is that logic already built-in Quicken 2017?

  Web Connect is importing a downloaded QFX. If you are downloading a QGX from your FI and then importing that QFX into Q, that is the Web Connect process. It is not Express Web Connect nor Direct Connect. And, as NotACAPA did explain, Q does control your ability to use that process and that control was established long ago, not just recently, You can’t circumvent that control, by, say, downgrading to Q2014.
• edited October 2018

  How does Quicken 2017 prevent manual import in the standalone version? Is that logic already built-in Quicken 2017?

  And, yes, Q needs an internet connection to validate whether you have the right to import a QFX into your Q data file. This is a control that was put in place long ago. If you don’t have a currently supported version of Q or a subscription, you can’t import a QFX. You can enter the transactions manually.
• edited October 2018

  How does Quicken 2017 prevent manual import in the standalone version? Is that logic already built-in Quicken 2017?

  One more comment to try and help clarify this issue.
  You can download QFX files - until your hard drive fills up - nothing interferes with downloading.
  It is the import process that will stop you - Quicken calls in to verify and the process will fail if the FI is not participating or if your version of Quicken is out of date.
  You can partially demonstrate this verification process for your own satisfaction;
  Download a QFX file.
  Turn off your internet connection.
  Initiate an import of the file into Quicken.
  The import will fail as the verification step can not complete.

  QWin & QMac (Deluxe) Subscription
  Quicken user since 1991
  
• edited October 2017

  How does Quicken 2017 prevent manual import in the standalone version? Is that logic already built-in Quicken 2017?

  On this statement:

  I'm not talking about web connect.

  Yes you are talking about Web Connect. Web Connect is the phrase Quicken uses to mean the process of you downloading a QFX file (also called a Web Connect file) from your financial institution's web site with your web browser, and then importing that QFX file into Quicken.
  Express Web Connect is the process of Quicken and the Intuit servers doing about the same thing for you automatically using 'scripts' on the Intuit servers.
• edited October 2017

  How does Quicken 2017 prevent manual import in the standalone version? Is that logic already built-in Quicken 2017?

  So Intuit, and now Quicken is connecting to its servers everytime I import a .QFX file. Are there other times that Quicken it connecting to its servers while a person uses the program/app? I do notice that every so often I get a request to log into with my Quicken ID when I go to import a .QFX file. I used to enter the login information, but now just cancel the request and the import proceeds. I should try using Little Snitch with Quicken to see what is going on. Thanks for the information.
• edited October 2018

  How does Quicken 2017 prevent manual import in the standalone version? Is that logic already built-in Quicken 2017?

  Are there other times .....

  The Fidir.txt file gets updated quite frequently - a necessary and important event for those who download.

  QWin & QMac (Deluxe) Subscription
  Quicken user since 1991
  
• edited October 2017

  How does Quicken 2017 prevent manual import in the standalone version? Is that logic already built-in Quicken 2017?

  I just checked with Little Snitch and can confirm the Quicken dials home when launched. It also goes back to Quciken.com (download.quicken.com) when I imported a .qfx file. Of interest, there is still a link back to the Intuit servers Intuit.com (ofx-prod-brand.intuit.com)
• edited October 2018

  How does Quicken 2017 prevent manual import in the standalone version? Is that logic already built-in Quicken 2017?

  Yup. Quicken outsources Some of the online services to Intuit. You would also detect calls to Intuit if you were using Express Web Connect.
  ET does call home - often.
• edited November 2017

  How does Quicken 2017 prevent manual import in the standalone version? Is that logic already built-in Quicken 2017?

  Every two years we purchase the newest addition to Quicken. I load it on my computer and my wife's computer, storing the data file on her computer, which we both access. What happens with Quicken 2018? Can I still load it on both computers allowing us both to access the data file? With the single subscription?
• edited November 2017

  How does Quicken 2017 prevent manual import in the standalone version? Is that logic already built-in Quicken 2017?

  mhummer your question on your other post your other post asking this question has been answered;
  https://getsatisfaction.com/quickenco..

  Quicken user since Q1999. Currently using QW2017.
  Questions? Check out the Quicken Windows FAQ list
• edited October 2018

  So basically Quicken will hold you hostage unless you pay for the yearly subscription. I have been a user since 1995 and am sorry to see that the company is going this way. The application has been buggy and unreliable all these years but it's what I am most comfortable with. Looks like the process of finding a replacement starts. At least with Adobe their non-subscription of Photoshop and Lightroom work without forcing you to go to the cloud. Way to go Intuit, you guys s##k.
• edited December 2017

  So basically Quicken will hold you hostage unless you pay for the yearly subscription. I have been a user since 1995 and am sorry to see that the company is going this way. The application has been buggy and unreliable all these years but it's what I am most comfortable with. Looks like the process of finding a replacement starts. At least with Adobe their non-subscription of Photoshop and Lightroom work without forcing you to go to the cloud. Way to go Intuit, you guys s##k.

  In what way are you held hostage? If you don’t pay the subscription then you can continue using the product in a manual mode, just as you can with Q2017, Q2016..
  In what way are you being forced to go to the cloud? Quicken remains a desktop application and your data file resides on your machine.
  What’s it got to do with Intuit? They sold off Quicken in March 2016.

  US Quicken Deluxe for Windows 2020 R26.23 on Windows 10 Pro v1909
• edited December 2017

  So basically Quicken will hold you hostage unless you pay for the yearly subscription. I have been a user since 1995 and am sorry to see that the company is going this way. The application has been buggy and unreliable all these years but it's what I am most comfortable with. Looks like the process of finding a replacement starts. At least with Adobe their non-subscription of Photoshop and Lightroom work without forcing you to go to the cloud. Way to go Intuit, you guys s##k.

  @Dan Some users just like to spout off about something they nothing about to just rile up the other users with bad information.

  -splasher using Q since 1996 - Subscription - Win10
  -also older versions as needed for testing
  -Questions? Check out the Quicken Windows FAQ list

  
  
• edited November 2017

  So basically Quicken will hold you hostage unless you pay for the yearly subscription. Matlab r2017a maci64.lic. I have been a user since 1995 and am sorry to see that the company is going this way. The application has been buggy and unreliable all these years but it's what I am most comfortable with. Looks like the process of finding a replacement starts. At least with Adobe their non-subscription of Photoshop and Lightroom work without forcing you to go to the cloud. Way to go Intuit, you guys s##k.

  Yeah Splasher, I see lots of them. I just like to try to help others who may read it to understand that it's misleading information.

  US Quicken Deluxe for Windows 2020 R26.23 on Windows 10 Pro v1909

Comments

• edited January 2019

  Check the account register for placeholder transactions. See this for more info about placeholders:
  https://getsatisfaction.com/quickencommunity/topics/faq-what-are-placeholder-transactions-in-quicken..
  

  Quicken Mac Subscription; Quicken Mac user since the early 90s
• edited January 2019

  they are not placeholders. They are the standard Reinvestment entries in Transactions. But now not showing in the Portfolio view as of 12/28/2018.
  
• edited January 2019

  they are not placeholders. They are the standard Reinvestment entries in Transactions. But now not showing in the Portfolio view as of 12/28/2018.
  

  I was not suggesting that the reinvestment transactions are placeholders, but that if there is a placeholder transaction in the register, it could be undoing the increase of shares created by the transaction.
  If you go to the portfolio value view and Group By Security, then click the triangle next to the security, it will show all the share-changing transactions for the security. Which of the following are you seeing when you do this:
  1) The reinvest div transaction is missing from this view, or
  2) The reinvest div transaction is there, but the total shares for the security are wrong.
  If it's the latter, I suspect a placeholder is 'adjusting' the share total.

  Quicken Mac Subscription; Quicken Mac user since the early 90s
• edited January 2019

  Thanks for the clarification. Item 1 above is what I see. Here's how I fixed this issue (after looking at all entries for this security as you suggested)
  I had a Remove Shares entry from 2004 for .026 shares of the affected security with a remark to “add cost” in the Description/Category column.
  I deleted that entry and now the transactions from Dec 2018 and Jan 2019 for this security are properly reflected in the Portfolio view and continue to be properly displayed in Transaction view.
  Thank you..
  
• I'm having the same problem in Version 5.11.0 (Build 511.25626.100), macOS 10.14.3.
  I have a brokerage account where recent downloaded reinvestment and buy/sell transactions appear in the register but are not reflected at all in the portfolio view. In the past, I found I could edit the lots on a sale, but not only would that not help the other transactions, it isn't working this time.
• BTW, I have a couple of Remove Shares transactions, but for other securities I no longer hold. Deleting them makes the securities reappear in my portfolio, so I can't do it, and it didn't fix the offending security anyway.
  The bottom line is that NO downloaded transactions are reflected in the portfolio of at least two of my accounts at all, even though they appear in the register. I can fix Sell transactions (I misspoke above) by using the Specify Lots work around, but none of the others.
• edited March 2019

  OK, after struggling with it for a while, I started a chat with Quicken Support. I'm attaching a PDF of the conversation, but the answer seems to be there's nothing I can do about it except start a new file, losing years of history. And get this, I'n not supposed to have more than 3 years of history in an account!!! Am I the only person who would find this strange?
  
• @jschaffe No, you're not the only one; that all sounds ridiculous to me. Certainly many of us have many more than three years of history; many have close to three decades. I've asked one of the moderators here to look into this tomorrow.
  Meanwhile, just to cover the bases, have you checked each of your accounts to make sure there is no placeholder transaction (typically at the beginning of the account)? Placeholder transactions are the most frequent cause of transactions that are visible but having mo impact on an account balance.

  QMac 2007 & QMac Subscription • Quicken user since 1993
• I agree with @jacobs. In case you missed it in the post above, here's some more info on placeholder transactions:
  FAQ: What Are Placeholder Transactions in Quicken for Mac?
  

  Quicken Mac Subscription; Quicken Mac user since the early 90s

• OK, after struggling with it for a while, I started a chat with Quicken Support. I'm attaching a PDF of the conversation, but the answer seems to be there's nothing I can do about it except start a new file, losing years of history. And get this, I'n not supposed to have more than 3 years of history in an account!!! Am I the only person who would find this strange?
  

  Hello @jschaffe
  Thank you for taking the time to report this issue, although I'm sorry to hear of the negative experience you had with one of our Support Agents.
  I would like to look into this matter a little further, but unfortunately was not able to locate the case details for the chat. Please send me a PM with the chat transcript PDF or if you happen to have it, the case number from Support.
  Thank you,
  Sarah

• @jschaffe No, you're not the only one; that all sounds ridiculous to me. Certainly many of us have many more than three years of history; many have close to three decades. I've asked one of the moderators here to look into this tomorrow.
  Meanwhile, just to cover the bases, have you checked each of your accounts to make sure there is no placeholder transaction (typically at the beginning of the account)? Placeholder transactions are the most frequent cause of transactions that are visible but having mo impact on an account balance.

  One of my two accounts has two placeholders, but for funds I no longer hold. If I delete them, small share amounts in each fund appear in my portfolio. There are no placeholders at all the other account with the same financial institution. Both accounts experienced the problem of being unable to reflect new downloaded transactions properly.
• BTW, In the end, I disconnected these two accounts from the financial institution, deleted the transactions that weren't properly reflected, and reentered them manually, Finally I compared the portfolio view against the institution's Web site and made sure the current share values were exactly correct.
• @jschaffe Glad you figured out a solution. The placeholders were going to prevent things from working; it didn't matter that you no longer hold those securities. Sometimes if there's a tiny fraction of a share Quicken thinks you still have, and you need to do a Remove Share transaction to truly zero it out (to the full 6 decimal places).
  You didn't respond to the part about your interaction with Quicken Support. If what you wrote above truly occurred, I strongly encourage you to respond to Quicken Sarah with the transcript you said you have of your interaction so she can check it out and make sure the support agent who gave you incredibly bad, wrong instructions gets some remedial education. Please help this from happening to some other Quicken user in the future. Thanks.

  QMac 2007 & QMac Subscription • Quicken user since 1993
• I’ll see if I can find where the error that the placeholders are correcting and fix the data. I have occasionally found dropped decimal places in transactions migrated from Quicken 2007. However, in the second Vanguard account, with a different logon, there were no place holders and the exact same failure to change share balances occurred.
  I have have sent a message to Quicken Sarah, so she may get back to me to confirm.
• BTW, I was unable to print the chat to paper or PDF from Safari; it generated a thin box at the top of a mostly blank single page with a scroll bar, not useful. To generate the PDF, I selected all the text in the window, copied it and pasted it into a word document. Then I had to shrink all the graphics to 10% of the original size, locate each of my parts of the chat, and change the font from white to blue, and right justify it for proper chat readability. Then I saved it as a PDF. Not for the fainthearted!
  I mentioned this to Quicken Saah, and I hope the Quicken Web team will see if there could be a better way to print and print/save support chats to PDF in Safari on a Mac.
  In the meantime, other folks might find this procedure helpful.
• I also noticed in the mobile format that the pdf I attached doesn’t appear above in the post where I attached it. Is this a bug, or might the moderators have removed it?
• I'm sure Quicken uses some third-party software for their chats; it always frustrates me when web pages on certain sites simply don't print correctly.

  QMac 2007 & QMac Subscription • Quicken user since 1993
• I discovered this long sequence of comments regarding stock transactions not posting correctly in the portfolio view. I also have added a request for a repair of this bug. This discussion of 'placeholder transactions' completely misses the point. This is a very serious bug, which simply needs to be repaired so that users can be assured that the Quicken-Mac software is doing what it should, without struggling with work-arounds. This was never a problem in Q2007Mac, which I am still forced to use because of this Q2019Mac error. Barry Gilbert
• Barry, I’m not quite sure what bug you’re referring to. In all the cases above, it seems that a placeholder or transaction without a basis was the cause of the users’ problems, and those problems were all resolved. While I think Quicken could and should do a better job of alerting users to these conditions and guiding users how to update the transactions, there’s not really a bug there. So I’m not sure if that’s what you’re dealing with, or if you’re referring to something else which may indeed be a bug.

  QMac 2007 & QMac Subscription • Quicken user since 1993
• Er, sorry @jacobs, but my problem was NOT resolved. I had to disconnect Quicken from my financial institutions and am back to entering my transactions by hand! This will be resolved when I can connect back to my institutions and transactions are centered into my register automatically and correctly!
• edited May 2019

  I've read this and some other (closed) discussions on this topic in the forum and have to agree with @jschaffe.
  First - STOP pointing EVERY discussion towards these placeholder transactions. The bug is not about them.
  I have NO placeholder transactions. I don't even download online transactions, as Quicken refuse to recognize that brokers and exchanges exist outside the US and Canada. I download a qfx file from Interactive Brokers and import it. On a given day I have 3 transactions on LSEX - for CSPX, IWDA, and TIP5. The one for TIP5 is reflected in the portfolio, the other two are not. Therefore the portfolio is off.
  If I delete the imported (and not visible in the portfolio) transaction from the list and recreate it manually, the portfolio gets even more messed up - some of the existing transactions disappear and the portfolio gets even worse.
  Now - get this. If I create and delete a manual (duplicate of the downloaded) transaction and leave the imported one (which was missing from the portfolio) - voila! - the transactions magically get correct in the portfolio for that security.
  Therefore - the portfolio view has bugs, being generated from the transaction list.(Rant Redacted)
  
• edited May 2019

  .. I don't even download online transactions, as Quicken refuse to recognize that brokers and exchanges exist outside the US and Canada. I download a qfx file..
  

  I'm not addressing the placeholder issue nor the bug that may exist. Instead I just to correct a misconception.. downloading a QFX file is downloading data from an FI/Bank (aka Web Connect). It is also part of online connectivity functionality of Quicken.

  Have Questions? Check out these FAQs:

  • Quicken Windows FAQ list
    

  COMPLETE list of Product Ideas - Quicken for Mac to VOTE on
  Object to Quicken's business model, using up 25% of your screen? Add your vote here:
  Quicken should eliminate the LARGE Ad space when a subscription expires
  (Canadian Q user since '92, STILL using QM2007)
  
• I concur with enterfornone's comments. This bug is NOT about Placeholder Transactions. I don't use them, and never have. Likewise, I don't download any transactions from my brokerage; I hand-enter every transaction, and have for 20 years, so many of the comments regarding Placeholders are irrelevant. This bug is a straightforward one: stock buys or sells inserted (completely manually) into the Transactions view do not appear reliably in the Portfolio view; sometimes they do, but mostly they do not. NOTE: This thread has been ongoing since James Burke reported it on January 9. This comment is my second or third regarding this topic. Watching this thread grow longer and longer without resolution, on April 27 I mailed a physical letter to Eric Dunn, CEO of Quicken Inc., asking that this bug, which is fatal for active investors such as I am, be corrected soonest. So far, no response. Moderators: are you out there? Are you passing these types of desperate queries on to the software maintenance staff?
  BKG
• edited May 2019

  Perhaps there is one bug that affects both direct downloads AND manually entered buys and sells. I personally have had to give up downloading from my two most active institutions, but have not directly experiences issues with manually entered transactions. (Redacted)
• @Barry Gilbert Have you ever contact Quicken Support by phone? The reason I ask is that they can do a screen share to see what you are seeing, and if they can verify that what you are seeing appears to be a bona fide bug, they can escalate it to the product development team. I don't say that to question the validity of what you've reported, but there's a process. There are hundreds of people who post on this site complaining about bugs, and it turns out that most of them are user setup or operation errors/misunderstandings rather than bugs. But those which are verifiable can be reported and documented internally at Quicken. To answer your question: no the moderators on this site don't pass on everything claimed by a user to be a bug; they refer them to Quicken Support to test and document, and if it turns out to be a reproducible problem, pass it on to the developers.

  QMac 2007 & QMac Subscription • Quicken user since 1993
• Jacobs, Yes, I have called Quicken Support by phone, twice, regarding this bug. I explained it to both people that I spoke with, and neither seemed aware of it, nor could they help. Neither of them suggested a screen share, which would not work anyway, because our computers are behind a very stiff firewall; doubt that I could find a way to let them in. Alternate suggestion: does anyone who works at Quicken have a stock portfolio? If so, they could do manually what I did: try buying or selling a stock, even only in test (no need to actually sell or buy anything through their brokerage account, since the problem shows up when transactions are entered manually, not downloaded from the brokerage's web site), and they would see that 'trades' in the transactions view mostly do not appear in the portfolio view. This is not a difficult bug to reproduce 'in a laboratory setting'; it's pretty obvious.
• I also contacted Quicken Support about my downloaded transactions not being reflected in portfolio view.

• Alternate suggestion: does anyone who works at Quicken have a stock portfolio? If so, they could do manually what I did: try buying or selling a stock, even only in test (no need to actually sell or buy anything through their brokerage account, since the problem shows up when transactions are entered manually, not downloaded from the brokerage's web site), and they would see that 'trades' in the transactions view mostly do not appear in the portfolio view. This is not a difficult bug to reproduce 'in a laboratory setting'; it's pretty obvious.

  @Barry Gilbert I disagree that it's pretty obvious. I use Quicken the way you do (manual entry), and I haven't observed this problem. It's not an issue that's been widely complained about, so I infer that many Quicken Mac users don't experience this problem. I'm not saying there isn't a problem -- just that it certainly isn't consistent or widespread. And the problem with getting sporadic bugs solved is getting the developers to be aware of it and to find a way to reproduce it, which can lead to fixing it.
  So herein lies the problem: if Quicken Support doesn't document a problem and pass it upstream to the developers, it's likely it's just not on anyone's radar. We don't know that for sure; it's certainly possible there is a bug they're aware of and haven't fixed yet -- but the odds are otherwise.
  If a user can figure out what circumstances cause this to happen, ideally simplifying it down to someone one could do creating a blank new files and entering a couple transactions -- then it can be reported as a bug (via Report a Problem), a Quicken team member would reproduce the steps and verify the problem, and it woulds be coded into their bug tracking system for investigation and repair. Alternatively, you could use Report a Problem and upload a sanitized version of your data file, and point out specific transactions not reflected in the portfolio, or how to reliably make this occur, and that could also be enough to get them to verify and document the issue as a bug.
  Should it be the job of us end-users to troubleshoot and diagnose issues like this? No, of course not. But unfortunately, there's really no other way to get the developers to look into it. I'd guess that 95+% of the posts on this forum which complain 'there's a bug!' turn out not to be bugs, and that's why Quicken doesn't have their developers spending considerable time sifting through all the posts on this forum.. and that's why your report here is likely not to gain traction unless we can find a way to inject it into the developers' bug database. I know it's frustrating, and I don't know if you have the time or inclination to try to pursue it further. If so, what I'd suggest is creating a new test file, create one account and one or two securities, and try to see if you can replicate the problem in such a simple setting; if you can, post what you did here and let someone else verify that you're found a reproducible bug -- and then there's ammo for reporting it to Quicken.

  QMac 2007 & QMac Subscription • Quicken user since 1993
• Jacobs, while I was driving to work this AM, I came up with almost exactly the suggestion that you give above. Would it work and be helpful if I created some buy/sell transactions in the Transactions view, then do a screen grab of those transactions; then do a screen grab of the Portfolio view, to show that some or all of the just-entered transactions do *not* appear in the Portfolio view? I would be willing to try that (probably not until this coming weekend); but where would I send the screen grabs, and to whom?
  And note that at 10:11 AM today (May 13) jschaffe just commented that he also has called Quicken Support to report the same problem. It's not just me.....
  Please advise......
  BKG
• Barry, I'm just a fellow user, so I can't give you a guaranteed course to getting this resolved -- I'm just giving you the path I think gives the greatest chance of success.
  A video screen capture can be helpful, but from things I've seen, what they value most is step-by-step instructions how to replicate a bug. (A couple times I sent videos as a beta tester and was told they couldn't open the file, which was annoying.) Here's the trick with bug reporting: once you can make the bug appear, keep trying again with a new file to cut it to the simplest sequence you can that shows the bug.
  (As for jschaffe, it could be the same thing or it could be something different, since he's downloading transactions and you're entering them manually. Your approach is, fortunately, easier to write directions to reproduce if you can find what causes it; it's often hard for people who are downloading transactions to come up with reproducible methods for developers to test.)

  QMac 2007 & QMac Subscription • Quicken user since 1993