fwiw, I noticed this patch download automatically. It updated fine for me, but I didn't have any problems previously either. No Cap One cards though.

DaveHanson may be interested in my experience with Q2007 R2:

Q2007H&B R2 EWC "breaks" Schedule Updates and OSU that worked in R1

Q2007H&B R2 EWC "breaks" Schedule Updates and OSU that worked in R1
Posted: Oct 14, 2006 6:45 PM

One big improvement of Q2007H&B over Q2006H&B was the increase in numbers of FIs, login IDs and accounts that could be downloaded via One Step Update (OSU) or Schedule Updates (SU).

I posted my experience with Q2006H&B in:

Definitely a 20 login ID limit for One Step, Schedule Updates (Long)

Basically, Q2006H&B would fail after 10 FIs, 20 login IDs and 46 accounts.

Q2007H&B R1 dramatically raised the number that could be downloaded via Direct Connect (DC).

I got up to 12 FIs, 53 login IDs and 68 accounts before I ran out of accounts.

In addition, I was able to download 8 FIs, 12 login IDs and 14 accounts via Express Web Connect (EWC).

That's in addition to my DC accounts.

Q2007H&B R2 crashes with just 1 EWC account added to my regular DC downloads.

I can successfully download all my DCs, or all my EWCs, but just not together.

Of course, one of the most valuable features of Q2007H&B is the ability to do OSU and SU with EWC. so I did some trial and error.

I selected all my EWC accounts, i.e. 8 FIs, 12 IDs, 14 accounts.

Then I started adding DC accounts till Q2007H&B R2 crashed.

I was able to add 4 FIs, 8 IDs and 12 accounts before failure.

So, I go from 20 FIs, 61 IDs, 82 accounts down to 12 FIs, 24 IDs and 26 accounts with the update to R2.

Before people start suggesting re-installs, etc., I tried this out on my laptop again, works with R1, fails with R2.

The workaround is that I do all my EWCs and some DCs via SU, and do OSU to pick up all my other DCs.


Furthermore

When OSU fails, Q2007H&B R2 just spontaneously exits.

When SU fails, I note some very odd behavior.

At the scheduled time, the usual SU arrows will appear in the Windows Tray.

If I try to start Q2007, I get the usual "A schedule update is currently running ..."

If I wait a few seconds, I can then start up Q2007H&B, and the only clue that a SU did not complete is that the update times in the OSU Summary would be from the previous running of SU.

It would be nice to have the "unlimited" ceiling of R1 back, but R2 seems to have squashed the re-classification "feature," and that is more important to me.

Long story short, R2 is a keeper for me, with a little bit of juggling

Bob

Bob, I don't understand what R2 does that R1 doesn't for you?

>>>
"Bob, I don't understand what R2 does that R1 doesn't for you?"
<<<

Dave:

There were two bugs that affected me.

The first was probably the BIG reason Intuit rushed out R2 before they could fully debug the Express Web Connect (EWC) feature.

1) Doing a transfer of shares between brokerage accounts leaves the cost basis in the original account unchanged, so I would end up with a loss amounting to the value of shares transferred.

I got around that by doing a sell, then transfer cash, and a buy in the destination account.

Obviously that was VERY undesirable from reality, performance, and tax standpoints.


2) I like to re-categorize all my credit credits into the Liability group.

That way, my multitude of credit cards with 0 balances are not cluttering up my first Quicken screen page.

I also like to see my investment accounts in that first page, instead of having them bumped down by credit cards.

In Q2007H&B R1 certain EWC credit cards insist on popping back up into the credit card group after they are updated via OSU or SU.

Capital One, RBS, State Farm and U.S. Bank cards would do that.

BoA/MBNA cards like my Fidelity and Merrill+ cards would stay put in Liability.

R2 makes me much happier in that I can see most of my investments account in the first screen page.

Bob

is this a bug....?

on the main "income vs expenses screen" is one set of snapshot... but a detailed view (double click) shows something totally different.