Before you install this update, we recommend performing a One Step Update to ensure your data is up to date. If you use Quicken Mobile or Quicken on the Web, this will also sync your data to the cloud. Additionally, we suggest saving a backup of your data file for added security.

What’s Included:

Investments

• IMPROVED Restored snapshot summaries in the Portfolio X-Rayreport. The summaries are now AI-generated. You can turn them off if desired.
• IMPROVED Added a report preference for short sale gain and loss reporting in the Schedule D report.
• IMPROVED Added support for treating more than one money market fund as cash in brokerage account settings.
• IMPROVED Improved the investment transaction search results dialog layout and column labels.
• IMPROVED Improved the Add Security window and made the instructions to add crypto and precious metals easier to find.

Reports

• IMPROVED Improved category search and account group selection in report customization.
• IMPROVED Updated the Investment Partnership Detail report to support import and export of Buy and BuyX transactions.
• FIXED Fixed an issue that could cause invalid date entry in report customization.
• FIXED Fixed an issue where using Enter key didn’t commit date changes in report customization.

Sync and Connectivity

• IMPROVED During account connection migration, Quicken now adds an adjustment transaction instead of changing the Opening Balance transaction.
• IMPROVED Simplified the reauthorization flow for EWC+ accounts to reduce steps and make completion clearer.
• FIXED Fixed an issue where syncing an auto-matched transaction could update the wrong balance.
• FIXED Fixed an issue where reactivating a deactivated account could add an incorrect balance adjustment.

Register and transactions

• FIXED Fixed an issue where pending transactions could be duplicated.
• FIXED Fixed an issue where an attachment could disappear from a transaction after you changed the transaction’s category.
• FIXED Fixed an issue where a posted transaction could be missing after a pending transaction was removed.
• FIXED Fixed an issue where editing a pending transaction could leave blank lines in the register.

Miscellaneous

• IMPROVED Updated FY2026 mileage rates to 72.5¢ per mile for business use, 20.5¢ per mile for medical or moving purposes, and 14¢ per mile for charitable service.
• FIXED Fixed an issue where a Miscellaneous Expense entered after a cash transfer in an IRA account could be recorded as a transfer.
• FIXED Fixed an issue where the Tax Planner could calculate tentative Alternative Minimum Tax incorrectly after the phaseout threshold.
• FIXED Fixed an issue where One Step Update could change a split paycheck’s second deposit to a payment and could remove past-due paychecks.
• FIXED Fixed issues that could cause crashes or slow performance in some cases.

Thank you!

Before you install this update, we recommend performing a One Step Update to ensure your data is up to date. If you use Quicken Mobile or Quicken on the Web, this will also sync your data to the cloud. Additionally, we suggest saving a backup of your data file for added security.

What’s Included:

File Management

• NEW Added the ability to export selected accounts and related data into a new Quicken
  Transfer Format (.QXF) file, which can then be imported to create a new Quicken data
  file. Because securities and price history are included only if present in the selected
  accounts, this feature can be used to create compact file subsets—for example, excluding
  all accounts to create an empty file that retains the existing category list.

Bills & Income

• IMPROVED When linking a reminder to an online bill, you can now choose which
  payment account to keep if both use the same biller.
• FIXED Corrected an issue that caused outdated bill reminders to reappear for some Bill
  Manager payees.
• FIXED A problem where renaming rules did not apply to downloaded transactions,
  causing memorized payees to stop filling in categories when accepting Check Pay and
  Quick Pay transactions from the register.

Investments

• NEW A new customization option that allows you to specify how Quicken handles
  Money Market Funds (MMF) in a brokerage account. You can now override the default
  behavior and specify whether to treat the MMF as Cash or a Position, and also adjust the
  way the associated Cash Balance is calculated.
• IMPROVED Added the ability to import investment transactions into the investment
  register using a CSV file, accessible from the register gear icon or the File > Import
  menu.
• FIXED An issue where converting a Money Market Fund transaction to a dividend did
  not remove the cost basis or share count. These values now correctly reset to zero when
  the transaction changes to a dividend.

Dashboard & Planning

• IMPROVED Added customization options to the Income Year-to-date snapshot on the
  Home Dashboard, including filters for account, category, and tag types.
• IMPROVED Tax Planner now includes additional standard deductions for taxpayers age
  65 or older, adjusting for income limits and filing status.
• FIXED Tabs no longer reappear unexpectedly after editing a savings goal when only the
  Planning tab is enabled.
• FIXED Occasional crash at startup when loading the Dashboard view.

Business

• IMPROVED You can now easily add PayPal payment links to your emailed invoices
  again. Quicken now uses PayPal’s latest payment platform, allowing new users to link
  their PayPal Business Account and existing users to sign in again to continue sending
  invoices with one-click PayPal payment links.
• FIXED Customer addresses now fill in correctly when creating invoices from the
  register.
• FIXED When creating a new business invoice, the Business Tag is now saved correctly.

Sync & connectivity

• IMPROVED Quicken now shows a sync status indicator in the title bar that lets you
  know if your desktop data is in sync with the cloud, out of sync, or not connected to the
  internet.
• FIXED Quicken no longer updates the account balance incorrectly when a web-entered
  transaction is auto-matched and synced to Quicken for Windows with Compare to
  Register enabled.
• FIXED In the Compare to Register (C2R) window, the downloaded transaction counter
  now correctly decreases when a transaction is saved from the register.
• FIXED Accounts hidden only from the account bar now appear correctly in transaction
  entry lists, including transfers and invoice payments.

Memorized payees

• FIXED Selected payee is now highlighted in the Memorized Payee List when opened
  from QuickFill.

Stability

• FIXED Multiple issues that resulted in crashes or freezes.
• FIXED Resolved an issue that prevented some attachments from opening or displaying
  correctly in the attachment viewer, especially with certain PDF formats or large data
  files.
  

Thank you!

Before you install this update, we recommend performing a One Step Update to ensure your data is up to date. If you use Quicken Mobile or Quicken on the Web, this will also sync your data to the cloud. Additionally, we suggest saving a backup of your data file for added security.

What’s Included:

Payments

• NEW More Reliable Online Bills. We've switched to a new eBill provider as our current partner is discontinuing the current service. Although the new service covers fewer bills, the reliability of the connected bills is much better.  At the same time, we’ve significantly improved the coverage and reliability of credit card bill delivery in Quicken.
• NEW Quick Pay technology changeover to traditional electronic billpay. You can now make reliable 3-day electronic payments using standard bank-grade technology to thousands of  billers (with many more coming), including credit cards, phone, internet providers, and utilities.  The Check Pay service remains unchanged.

Tax and Planning Tools

• IMPROVED SALT (State and Local Tax) deduction cap in Tax Estimator updated for 2025 law.
• IMPROVED Updated standard deductions.
• FIXED Tax Planner now also displays data from non-investment accounts where appropriate when showing the detail behind Capital Gains entries.
• FIXED Tax Planner supporting detail list omits wage items.

Import and Export

• IMPROVED CSV import now supports subcategories and multiple tags.
• FIXED Resolved an issue where TurboTax export files (TTX, TXJ) were not generated if the Documents folder was missing from the default user path. Quicken now creates the folder or shows a message if it can't.

Register and Transaction Entry

• IMPROVED Added a Reconciled option to the transaction register filter, allowing you to view only transactions marked “R” and see a running balance based on those entries.
• IMPROVED Investment registers now include a + button at the top to add a new transaction. This works the same way as in banking registers.
• FIXED Resolved crash that occured when adding categories and using the memorization popup.

Memorized Payees

• IMPROVED Memorized Payees List columns now auto-resize on double-click and scroll horizontally when needed.

Reports

• IMPROVED Portfolio X-Ray now uses a modern interface with Morningstar-powered analysis.
• IMPROVED You can now rearrange columns in many investment reports, including Portfolio Value, Capital Gains, and Asset Allocation. Changes are saved automatically and apply to both standard and saved reports.

Thank you!

Before you install this update, we recommend performing a One Step Update to ensure your data is up to date. If you use Quicken Mobile or Quicken on the Web, this will also sync your data to the cloud. Additionally, we suggest saving a backup of your data file for added security.

What’s Included:

Memorized Payees and QuickFill

• NEW - Create Categorization Rules based on account or amount. You can now define categorization rules that apply based on the account used or the transaction amount. For example, a Costco purchase on a personal credit card can be categorized as Shopping, while the same payee on a business card is categorized as Business Expense. You can also create rules based on amount—for instance, categorize Exxon transactions under $20 as Snacks, and over $20 as Fuel. See the Memorized Payee List or check the Help for more details.
• NEW - You can now choose not to memorize a transaction while entering or editing it.
• IMPROVED - Updated the Memorized Payee List to show new amount and account rule conditions, allow you to select which columns to show or hide, and generally improved usability.
• IMPROVED - Fixed an issue where changes to payee name capitalization couldn't be saved.
• IMPROVED - Added easier access to clean up unused memorized payees from the QuickFill list and Tools menu.
• IMPROVED - Updated the QuickFill payee list layout with better formatting, search highlighting, and settings access.

Backup and Sync

• NEW - Added the ability to cancel an in-progress backup from the Online Backup status icon.
• IMPROVED - Interrupted Online Backup attempts will now retry automatically up to five times.
• FIXED - A crash that could happen when hovering over the Online Backup icon during a backup.
• FIXED - Corrected an issue preventing transaction attachments from opening or previewing in some cases.

Renaming Rules and Memorized Payees

• IMPROVED - Renaming Rule screen by clarifying the purpose of Change Payee To and If the payee contains fields, replacing dropdowns with radio buttons, and refining the layout.
• FIXED - An issue where syncing to the cloud deleted one of the Memorized Payees with the same name when multiple payees with identical names existed.

Reports

• NEW - Added a per-report Hide Cents option to the Visual Settings menu in reports.
• FIXED - Resolved overlapping fields and default value issue in Custom date range settings in report preferences.

Investing and Account Management

• FIXED - Corrected an issue blocking the switch from Simple to Complete investing for certain accounts.
• FIXED - Corrected an issue where security name edits in investment accounts failed to update linked cash transactions.
• FIXED - Issue where very small (nano) share amounts remained after selling all shares of a security.

Thank you!

What’s Included:

What’s New

• Tax Loss Harvesting report, showing unrealized investment gains by individual lot, for Home and Business.

What’s Improved

• Reports only preferences by adding a Show cents in reports by default setting and updating the section title for consistency.
• One Step Update to hide investment quotes and results when no investment accounts exist.
• Renaming Rule screen by clarifying the purpose of Change Payee To and If the payee contains fields, replacing dropdowns with radio buttons, and refining the layout.

What’s Fixed

• An issue where in certain cases the Investment Performance Report provided incorrect results when using Subtotal by Investing Goal.
• An issue where reports showed splits and categories despite Show Splits being unchecked.
• an issue where column width modifications in reports were not saved for certain columns.
• with split categories.
• An issue where syncing to the cloud deleted one of the Memorized Payees with the same name when multiple payees with identical names existed.
• An issue where Only Once bill reminders created duplicate entries in the Budget.
• An issue where the Projected Balances graph in Bills & Income displayed incorrect closing balances when transfer reminders were included.
• An issue where Tabs to Show was missing from the View menu in Starter Edition.
• An issue where the Top Payee card on the Home Dashboard did not include split amounts for payees.
• An issue where Quicken would crash when opening the Selected Accounts dialog in the Budget tool.
• A crash that occurred when opening a data file.

Thank you!

Before you install this update, we recommend performing a One Step Update to ensure your data is up to date. If you use Quicken Mobile or Quicken on the Web, this will also sync your data to the cloud. Additionally, we suggest saving a backup of your data file for added security.

What’s Included:

• NEW - Tax Loss Harvesting report, showing unrealized investment gains by individual lot, for Premier and above.
• IMPROVED - Reports only preferences by adding a Show cents in reports by default setting and updating the section title for consistency.
• FIXED - An issue where in certain cases the Investment Performance Report provided incorrect results when using Subtotal by Investing Goal.
• FIXED - An issue where reports showed splits and categories despite Show Splits being unchecked.
• FIXED - An issue where column width modifications in reports were not saved for certain columns.

One Step Update

• IMPROVED - One Step Update to hide investment quotes and results when no investment accounts exist.

Tax Planner

• NEW - The Tax Planner now provides suggested Estimated Tax Payments on the Tax Payments page.

Renaming Rules and Memorized Payees

• IMPROVED - Renaming Rule screen by clarifying the purpose of Change Payee To and If the payee contains fields, replacing dropdowns with radio buttons, and refining the layout.
• FIXED - An issue where syncing to the cloud deleted one of the Memorized Payees with the same name when multiple payees with identical names existed.

Crash Fixes

• FIXED - An issue where Quicken would crash when opening the Selected Accounts dialog in the Budget tool.
• FIXED - A crash that occurred when opening a data file.
• FIXED - Issue causing crashes in some instances.

Other Fixes

• FIXED - An issue where Only Once bill reminders created duplicate entries in the Budget.
• FIXED - An issue where the Projected Balances graph in Bills & Income displayed incorrect closing balances when transfer reminders were included.
• FIXED - An issue where the Online Backup size column showed 0.00MB for files over two gigabytes.
• FIXED - An issue where Tabs to Show was missing from the View menu in Starter Edition.
• FIXED - An issue where the Top Payee card on the Home Dashboard did not include split amounts for payees.

Thank you!

What’s Included:

What’s New

• You can now see your portfolio Day Change on the Top Movers home page dashboard card.

What’s Improved

• It is now easier to find and select tax schedules and Tax line items when customizing a category for tax reporting.
• The investment account pop-up registers now allow smaller vertical resizing.
• The downloaded transactions banner will update the remaining count immediately after accepting transactions.

What’s Fixed

• An issue where selecting a Tax Line Item incorrectly assigned it to a different tax form.
• An issue relating to transfer transactions between accounts with associated tax line items in the Tax Schedule and Tax Summary reports.
• An issue where account-level tax category assignments were not reflected in the Tax Summary report as expected.
• Issues moving transactions between linked investment accounts and their associated cash accounts.
• Issues with Overall Total calculations in Investment Performance Report when subtotaling by Security Type.
• An issue where custom asset classes were excluded from the Portfolio Rebalancer table.
• An issue with transaction downloads after a file reset, ensuring the full 30-day range is included.
• An issue causing duplicate transactions when editing categories with pending transactions enabled.
• An issue that caused incorrect "transfer to the same account" errors when editing transactions.
• Issues with customized Banking Summary, Cash Flow, and Cash Flow by Tag reports.
• An issue where dashboard cards (like Top Spending, Income & Expense, or Portfolio) were excluding separate accounts even if they were explicitly included in the card filter.
• An issue where manual backup reminders failed to display as expected when exiting Quicken.
• An issue in Business & Personal where you could not select a hidden account when using the Create Invoice option in the Business toolbar.
• Data entry issues in Write Check window (category field was not automatically populated with the payee when selected and last used date was not remembered).
• An issue where hidden accounts were not shown in the Create Invoice dropdown.
• Issues causing application crashes.

Thank you!

Before you install this update, we recommend performing a One Step Update to ensure your data is up to date. If you use Quicken Mobile or Quicken on the Web, this will also sync your data to the cloud. Additionally, we suggest saving a backup of your data file for added security.

What’s Included:

Taxes

• IMPROVED 2025 IRS mileage rates updated.
• IMPROVED It is now easier to find and select tax schedules and Tax line items when customizing a category for tax reporting.
• FIXED An issue relating to transfer transactions between accounts with associated tax line items in the Tax Schedule and Tax Summary reports.
• FIXED An issue where account-level tax category assignments were not reflected in the Tax Summary report as expected.

Investments

• NEW You can now see your portfolio Day Change on the Top Movers home page dashboard card.
• IMPROVED The investment account pop-up registers now allow smaller vertical resizing.
• FIXED Issues moving transactions between linked investment accounts and their associated cash accounts.
• FIXED Issues with Overall Total calculations in Investment Performance Report when subtotaling by Security Type.
• FIXED An issue where custom asset classes were excluded from the Portfolio Rebalancer table.

Transactions

• IMPROVED The downloaded transactions banner will update the remaining count immediately after accepting transactions.
• FIXED An issue with transaction downloads after a file reset, ensuring the full 30-day range is included.
• FIXED An issue causing duplicate transactions when editing categories with pending transactions enabled.
• FIXED An issue that caused incorrect "transfer to the same account" errors when editing transactions.
• FIXED Duplicate transaction downloads caused by changes to transaction IDs from Arizona Federal Credit Union.

Other Fixes

• FIXED Issues with customized Banking Summary, Cash Flow, and Cash Flow by Tag reports.
• FIXED An issue where dashboard cards (like Top Spending, Income & Expense, or Portfolio) were excluding separate accounts even if they were explicitly included in the card filter.
• FIXED An issue where Living Expenses calculations in Lifetime Planner were incorrectly including separate accounts.
• FIXED An issue with Online Backup failing due to network connection errors.
• FIXED An issue where manual backup reminders failed to display as expected when exiting Quicken.
• FIXED An issue in Business & Personal where you could not select a hidden account when using the Create Invoice option in the Business toolbar.
• FIXED Data entry issue in Write Check window (category field was not automatically populated with the payee when selected and last used date was not remembered).
• FIXED An issue where hidden accounts were not shown in the Create Invoice dropdown.

Thank you!

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

What’s Included:

Taxes

• IMPROVED Tax Export now creates a single TXF file that combines Capital Gains with other tax information, and you can specify the tax year for the export. Quicken can also create a tax export file in the modernized TXJ format. You can still create separate export files using Tax Tools in the Planning/Tax Center tab.
• IMPROVED Updated tax rates for 2025. The new tax rates are effective January 1, 2025.

 
Reports & Display

• IMPROVED Access to the "Collapse all graphs in reports by default" setting has been added to the Display dialog in reports.
• IMPROVED The Account Bar now displays totals for individual sections within main account groups.
• FIXED The Investment Asset Allocation report no longer includes sold or expired securities.

 
Preferences

• IMPROVED You can now search for specific settings in the Preferences dialog.

 
Other Fixes

• FIXED Transaction dates retain separator hyphens when using the (ddd dd-MM-yyyy) short date format (e.g., Tue 12-11-2024).
• FIXED Subscription checks are now verified at launch to enable access to Connect to Quicken and LifeHub.
• FIXED Some issues that could result in software crashes.

Thank you!

What’s Included:

What's Improved

• Access to the "Collapse all graphs in reports by default" setting has been added to the Display dialog in reports.
• The Account Bar now displays totals for individual sections within main account groups.
• You can now search for specific settings in the Preferences dialog.

What's Fixed

• The Investment Asset Allocation report no longer includes sold or expired securities.
• Transaction dates retain separator hyphens when using the (ddd dd-MM-yyyy) short date format (e.g., Tue 12-11-2024).

Thank you!

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

What’s Included:

Printing Reports

• IMPROVED - Updated page scaling functionality for reports, enabling adjustment of report width and height with changes reflected in the print preview.

Security Detail View

• FIXED - Transactions now appear in the Security Detail view for holdings in investment accounts marked as Separate.
• IMPROVED - Added color coding for Gain, % Gain, Change, and % Change values on the Security Detail view, using green for positive and red for negative values.
• IMPROVED - News & Analysis button on the Security Detail view now uses an anonymous link, removing the need for user sign-in.

Home Valuation by Zillow

• IMPROVED - Refreshed Zillow screens including updated margins, fonts, and banners.

Bills

• FIXED - The Recent Payments section on the Bills tab now loads properly after restarting with Show recent activity selected.
• FIXED - Resolved a crash when scrolling the Memorized Payee List in the Edit Transaction Group under Bills.
• FIXED - Transactions now appear in the Security Detail view for holdings in investment accounts marked as Separate.

Dashboard

• FIXED The sort preference in the Portfolio section of the Investment Dashboard is now retained when changing the account selection.

Investing

• FIXED - Bond transactions (Bought and Sold) are now correctly accepted into the register for customers with Auto Accept turned on.

Transactions

• FIXED - Corrected an issue in the Move Transactions tool for investment accounts where the wrong transactions were being selected.
• FIXED - Pending transactions edited in companion apps now retain their category after syncing back to Quicken Windows.

Budget

• FIXED - Rollover for budget parent categories now works correctly when the Everything Else section has a non-zero amount.
• FIXED - The _RlzdGain category in the Planning tab now consistently shows net gain/loss, aligning with the budget and income/expense reports.

Fixes

• Addressed an issue preventing login to Quicken for Windows on non-English language operating systems.
• Required Minimum Distribution (RMD) transactions now correctly appear on tax reports when transferred to brokerage accounts.
• Resolved an issue causing Quicken to crash when opening data files due to .NET framework installation errors.

Thank you!

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

What’s Included:

What’s Improved

• Added options to show or hide hidden accounts across various dialogs.
• Modernized Preferences dialog with increased size, improved spacing, and added icons.

What’s Fixed

• Performance issues resulting in slowdowns or missing elements.
• The Portfolio Value report incorrectly included information on short sales and covers.
• Tax Reports opened with inconsistent default years.
• Issue opening files.
• Issue accessing the Planning tab.
• Coinbase API key field was too short.
• Investing register did not allow zero-dollar transactions.
• Manual paycheck transactions were synced when sync was disabled.
• Issue entering text into business invoice emails.
• A crash sometimes occurred when selecting Holdings for investment accounts.
• A crash sometimes occurred when creating a new category and repeatedly clicking outside the dialog box.
• One Step Update Summary did not display all updated accounts in rare cases.

Thank you!

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

What’s Included:

What’s Improved

• Imports from Quicken Mac Business & Personal now include additional business information.
• Added institution names to icons of top listed financial institutions.
• Print preview for reports is more readable.
• Added an option for customers to hide/show Hidden accounts in reports.
• Customers can now set display options for individual reports.

What’s Fixed

• Closed and Hidden accounts were not included by default in cards.
• Excessive login requests for customers.
• Issue expanding Compare-to-Register (C2R) display.
• Issue where some Online Bill amounts did not display after being connected to a Reminder.

Thank you!

What’s Included:

What’s Improved

• Added an option to select and remove unmatched transactions from the Manually Match Transactions list.
• Updated the Mileage Tracker with the 2024 mileage rates published by the IRS.

What’s Fixed

• Fixed an issue where editing categories with Find/Replace unexpectedly added new payees to the memorized list.
• Resolved the issue where the Due In xx filter in Bills & Income incorrectly reset to 14 days after being changed.
• Fixed an issue resulting in balance discrepancies in the Net Worth and Account Balance reports.
• Fixed an issue where weekly reminders would duplicate in the Transactions tab of the Category History within the Budget.

Thank you!

What’s Included:

What’s Improved

• Enhanced the Compare to Register search functionality to clear the search text in the search box automatically when search results are cleared.
• Enhanced the Investment Partnership Report by consolidating two separate reports into one with toggles for "show detail" / "hide detail".
• Enabled the paste option in the All Transactions register. Now users can copy and paste transactions across different sections of the register.
• Improved validation process to offer feedback on modifications made during data file validation, such as identifying specific items removed or repaired.
• Improved One Step Update progress screen with clearer messaging, reduced user interruptions, and faster updates.
• Modified the automatic backup creation during the patch process to occur only after a user opts to install the patch, eliminating confusion from premature backup files when patch installation is delayed or cancelled.
• Improved startup performance by implementing several optimizations and removing unnecessary checks and outdated code.

What’s Fixed

• Resolved a problem where customers could not enable Complete Investing for manual accounts after disconnecting from an Express Web Connect (EWC) account.
• Corrected a display error where selecting multiple accounts in Projected Balances showed a blank dialog for the report’s Customize feature.
• Resolved an issue in the "Subtotal by" functionality within Customize for reports, ensuring accurate subtotalling in the Capital Gains report according to the selected criteria.
• Aligned Net Worth calculations between the account bar and dashboard card, addressing discrepancies related to rounding or conversion errors.
• Fixed issue using data for contact information during account setup, ensuring financial institution details are accurately displayed.
• Resolved an issue affecting the synchronization of Business Intent Credit cards with web and mobile applications, causing a disruption in transaction downloads.
• Addressed a crash related to online bill reminders that sometimes occurred during One Step Update.
• Resolved an issue with Direct Connect process to properly update and send new passwords, addressing errors caused by the use of outdated passwords.
• Eliminated logo duplication for financial institutions in the Account Add dialog.
• Corrected an issue in the Tax Planner where the values and estimated refund / amount due would change when users reviewed the details.
• Resolved an issue where only a portion of scanned receipt attachments appeared in the Transaction Attachments screen.
• Corrected stock split calculations in Net Worth and Account Balance reports without intervals.
• Aligned Reports & Graph Center budget report options with existing budget settings.
• Fixed various crashes including a crash that sometimes occurred in Quicken's Payee Search.
• Restored the "Update portfolio on investing.quicken.com” option in the One Step Update setup. This option was not visible to some customers.

Thank you!

What’s Included:

What’s Improved

• Enhanced the Compare to Register search functionality to clear the search text in the search box automatically when search results are cleared.
• Enhanced the Investment Partnership Report by consolidating two separate reports into one with toggles for "show detail" / "hide detail".
• Enabled the paste option in the All Transactions register. Now users can copy and paste transactions across different sections of the register.
• Improved validation process to offer feedback on modifications made during data file validation, such as identifying specific items removed or repaired.
• Improved One Step Update progress screen with clearer messaging, reduced user interruptions and faster updates.
• Modified the automatic backup creation during the patch process to occur only after a user opts to install the patch, eliminating confusion from premature backup files when patch installation is delayed or cancelled.
• Improved startup performance by implementing several optimizations and removing unnecessary checks and outdated code.

What’s Fixed

• Corrected a display error where selecting multiple accounts in Projected Balances showed a blank dialog for the report’s Customize feature.
• Resolved an issue in the "Subtotal by" functionality within Customize for reports, ensuring accurate subtotalling in the Capital Gains report according to the selected criteria.
• Aligned Net Worth calculations between the account bar and dashboard card, addressing discrepancies related to rounding or conversion errors.
• Resolved an issue affecting the synchronization of Business Intent Credit cards with web and mobile applications, causing a disruption in transaction downloads.
• Eliminated logo duplication for financial institutions in the Account Add dialog.
• Resolved an issue where only a portion of scanned receipt attachments appeared in the Transaction Attachments screen.
• Corrected stock split calculations in Net Worth and Account Balance reports without intervals.
• Aligned Reports & Graph Center budget report options with existing budget settings.
• Fixed various crashes including a crash that sometimes occurred in Quicken's Payee Search.

Thank you!

What’s Included:

What’s Improved

• Improved the graph in the Income by Security report, now allowing for stacked bars to display income by security or income by type (e.g., dividends, interest) when subtotalling by month, quarter, or year, with an added option to show period-to-date income.
• Enhanced the Investment Performance report by incorporating Overall Total IRR (Internal Rate of Return), providing users with a meaningful indicator of their investment performance.
• Quicken now automatically turns on the settings to remember new payees and any changes in categories and amounts when entering transactions, simplifying the categorization process.
• Portfolio View Options now allow users to specify that dividends from the quote feed should be used for Estimated Income.

What’s Fixed

• Fixed an issue where Quicken incorrectly displayed an error screen if financial institution information was missing when updating transactions during an account set up for Web Connect. Quicken now directs customers to the financial institution website.
• Fixed a display issue in the Investing dashboard that occurred when Large Font mode was turned on.
• Fixed an issue where custom category groups containing transfer transactions were not appearing in the budgeting view, making it difficult for customers to budget those categories.
• Quicken now ensures that transfers are linked correctly on the companion app.
• Fixed a display issue where the category menu opened on the wrong screen when using multiple displays stacked on top of each other.
• Fixed an issue where the rollover budget amount was not updating when modified from the Web app, even after performing a cloud sync.
• Resolved a printing issue where customers were unintentionally printing all checks when attempting to print a single check. Additionally, corrected the display of the Canadian spelling "Cheque" in some cases.
• Resolved issue where user-entered budget data disappeared after sync in Quicken.
• Long payee names with added spaces in the payee field were causing display issues.
• When the Account Balances report was launched from the “Report” button within the Property and Debt tab, in some cases Investment Accounts displayed inaccurate balances.
• In rare cases, when adding or updating financial institution connections, the default “link to” account was to an incorrect account type or institution.

Thank you!

What’s Included:

What's New

• Enabled access to Gold and Silver price quotes, making it easier for customers to obtain this information using the symbols ^XAUUSD for Gold and ^XAGUSD for Silver, for example.

What's Improved

• Improved the graph in the Income by Security report, now allowing for stacked bars to display income by security or income by type (e.g., dividends, interest) when subtotaling by month, quarter, or year, with an added option to show period-to-date income.
• Enhanced the Investment Performance report by incorporating Overall Total IRR (Internal
  Rate of Return), providing users with a meaningful indicator of their investment performance.
• Quicken now automatically remembers new payees and any changes in categories and amounts when entering transactions, simplifying the categorization process.
• Portfolio View Options now allow users to specify that dividends from the quote feed should be used for Estimated Income.

What's Fixed

• Improved reliability when adding Online Bills. Also adjusted handling of billers that go into an error state.
• Quicken would fail when receiving an error during account addition. It now displays the error and gives instructions for Direct Connect account setup
• Fixed an issue where Quicken incorrectly displayed an error screen if financial institution information was missing when updating transactions during an account set up for Web Connect. Quicken now directs customers to the financial institution website.
• Fixed a display issue in the Investing dashboard that occurred when Large Font mode was turned on.
• Fixed an issue where custom category groups containing transfer transactions were not appearing in the budgeting view, making it difficult for customers to budget those categories.
• Quicken now ensures that transfers are linked correctly on the companion app.
• Fixed an issue where unrelated billers would erroneously display errors when an online bill was in an error state.
• Fixed a display issue where the category menu opened on the wrong screen when using multiple displays stacked on top of each other.
• Fixed an issue where the rollover budget amount was not updating when modified from the Web app, even after performing a cloud sync.
• Resolved a printing issue where customers were unintentionally printing all checks when attempting to print a single check. Additionally, corrected the display or the Canadian spelling "Cheque" in some cases.
• Resolved issue where user-entered budget data disappeared after sync in Quicken.
• Long payee names with added spaces in the payee field were causing display issues.
• Issue adding accounts after encountering an error from the Direct Connect (DC) service.
• Investment Accounts displayed inaccurate balances in Account Balance Reports.
• Fixed issues resulting in crashes or slowdowns.

Thank you!

What’s Included:

What's New

• The Lifetime Overview report is now available for Quicken Classic Premier and higher tiers, providing a comprehensive view of your financial life over time, including net worth, spending, and income trends.

What's Improved

• Added an option to toggle between viewing by Symbol or by Security Name on the Investment dashboard for both the Portfolio and Portfolio graph.
• Added the ability to click on a value in the Security Income Report and directly display the specific transactions contributing to the value (QuickZoom).
• Customers can now cancel scheduled Check Pay payments and delete associated transactions in a single action when the payment is still in the Processing state, simplifying the process and eliminating the need to perform multiple steps.
• Customers can now delete Check Pay transactions from the register even after they have been sent, providing better control over the transaction history.
• Improved the discoverability of hide/show and move column options in reports, making it easier for users to customize column visibility and order directly from the report itself.
• Updated the Save Report dialog to provide a more user-friendly experience, including improvements to folder selection, search, sorting, renaming, and saving copies of reports.
• Modernized the Reports Customization and Reports & Graph Center dialogs, introducing a refreshed layout and improved controls to enhance readability while maintaining the placement and functionality of existing settings.

What's Fixed

• Fixed an issue where the Transaction Report did not correctly filter based on the Memo field.
• Fixed an issue in the Brokerage Account Register where manually adding a new security during a Bought or Sold transaction caused the transaction fields to reset.
• Fixed an issue where a date error message appeared when closing the Reconcile window with the Automatically reconcile after download option enabled for an investment account.
• Resolved an issue where some users who used the Express Web Connect+ connection method were unable to switch to Direct Connect even though Direct Connect was supported by their financial institution.
• Reports, including the Net Worth Report, now correctly display market values for securities with a short position that experienced a stock split.
• Income reminders now correctly appear under the Biller name view.
• The Income by Security report now includes Capital Gains Distributions (long, short, and medium term with "X" variations) in the Realized Gains column.
• Income reminders with Paycheck as a split category, exported from Quicken for Mac, are now correctly categorized as income reminders instead of being shown as bills.
• Transfer Out (Xout) transactions in an investing account are now correctly imported from QXF files, ensuring that the account balance matches the original file when importing.
• When editing a paycheck in Quicken, the category/account will retain the 401k account correctly even when both Employee and Employer contributions are set to 0, ensuring accurate handling of paycheck edits.
• Resolved an issue where customers encountered errors even after successfully downloading from financial institutions.
• Resolved an issue where Reminder amounts were being doubled in a Budget when viewing a Category's details.
• Resolved an issue where cloud data was being modified when a user chose not to sync the file in a multi-computer scenario.
• Addressed an issue where transaction details would unexpectedly clear after attaching a file in Quicken's Compare to Register (C2R) window.
• Erroneous entries in the Tax Planner.
• Resolved an issue where an empty Compare to Register (C2R) panel would appear in manual investment accounts after syncing.
• Addressed an issue where Chase credit card bills in Quicken's Online Billers were consistently short by one penny each month
• Transfer Reminders now correctly update the closing balance projection for receiving accounts.
• Addressed various stability issues, including crashes, freezes, and slowdowns, to enhance overall system performance and reliability.
• Fixed an issue in which customers were unable to open the datafile stored on OneDrive.

Thank you!

What’s Included:

What’s New

• The Lifetime Overview report is now available for Quicken Classic Premier and higher tiers, providing a comprehensive view of your financial life over time, including net worth, spending, and income trends.

What’s Improved

• Added an option to toggle between viewing by Symbol or by Security Name on the Investment dashboard for both the Portfolio and Portfolio graph.
• Added the ability to click on a value in the Security Income Report and directly display the specific transactions contributing to the value (QuickZoom).
• Improved the discoverability of hide/show and move column options in reports, making it easier for users to customize column visibility and order directly from the report itself.
• Updated the Save Report dialog to provide a more user-friendly experience, including improvements to folder selection, search, sorting, renaming, and saving copies of reports.
• Modernized the Reports Customization and Reports & Graph Center dialogs, introducing a refreshed layout and improved controls to enhance readability while maintaining the placement and functionality of existing settings.

What’s Fixed

• Fixed an issue where the Transaction Report did not correctly filter based on the Memo field.
• Fixed an issue in the Brokerage Account Register where manually adding a new security during a Bought or Sold transaction caused the transaction fields to reset.
• Fixed an issue where a date error message appeared when closing the Reconcile window with the Automatically reconcile after download option enabled for an investment account.
• Reports, including the Net Worth Report, now correctly display market values for securities with a short position that experienced a stock split.
• Income reminders now correctly appear under the Biller name view.
• The Income by Security report now includes Capital Gains Distributions (long, short, and medium term with "X" variations) in the Realized Gains column.
• Income reminders with Paycheque as a split category, exported from Quicken for Mac, are now correctly categorized as income reminders instead of being shown as bills.
• Transfer Out (Xout) transactions in an investing account are now correctly imported from QXF files, ensuring that the account balance matches the original file when importing.
• When editing a paycheque in Quicken, the category/account will retain the RRSP account correctly even when both Employee and Employer contributions are set to 0, ensuring accurate handling of paycheque edits.
• Resolved an issue where customers encountered errors even after successfully downloading from financial institutions.
• Resolved an issue where Reminder amounts were being doubled in a Budget when viewing a Category's details.
• Resolved an issue where cloud data was being modified when a user chose not to sync the file in a multi-computer scenario.
• Addressed an issue where transaction details would unexpectedly clear after attaching a file in Quicken's Compare to Register (C2R) window.
• Resolved an issue where an empty Compare to Register (C2R) panel would appear in manual investment accounts after syncing.
• Transfer Reminders now correctly update the closing balance projection for receiving accounts.
• Addressed various stability issues, including crashes, freezes, and slowdowns, to enhance overall system performance and reliability.
• Fixed an issue in which customers were unable to open the datafile stored on OneDrive.

You can also download and install the Manual Patch here.

Thank you!

What’s Included:

What’s Improved

• Added the capability to Export your investment portfolio data to Excel, as well as copy it to your clipboard for use in various other formats.
• Provided notification message in Reports to indicate Roth 401K transactions could appear in a tag-related report, with instructions for filtering them out. In Roth 401K support, regular 401K accounts have been suppressed from the list of available target accounts, and a bug that exposed an unintended data entry field when editing a register payroll transaction with a Roth 401K deduction has been fixed.
• Support for displaying more than two decimal places has been added to Investing reports for the number of shares and quote values, allowing a choice between 2-8 decimals, with three as the default.
• Quicken now supports importing investment transactions from Quicken Mac, enhancing cross-platform data handling.
• Improved the Investment Partnership Summary Report by including a column for the Last Valuation Date with a clickable link for updating the value. Default column widths were also adjusted for this report.

What’s Fixed

• Some customer accounts did not display in the Add Account screen.
• Quicken was incorrectly defaulting some mutual fund institutions to Simple Investing without prompting for Simple vs. Complete during setup.
• Sorting the banking/transactions report by Memo or Payee for a selection that includes both investment and non-investment accounts resulted in incorrect sorting.
• One-time reminders were changed to yearly after performing a cloud sync.
• Erroneous entries in the Tax Planner.
• When accepting transactions and editing the Memo/Category/Tag fields, the Memo field cleared upon clicking the accept or save button.
• Unable to remove some closed accounts from sync.
• The attachment icon was not displaying when an attachment was present.
• In some cases, QuickPay allowed selection of a payment account which was not supported for a specific biller.
• Fixed an issue where attachments were not syncing correctly after subscription renewal, resulting in missing attachments in the web and mobile companions.
• Unrealized gains were incorrectly reported in the Expense section of some reports.
• Scheduled income reminders for interest from tax-free securities were not processed correctly.
• Crashes and related issues.

Thank you!

What’s Included:

What’s Improved

• Added the capability to Export your investment portfolio data to Excel, as well as copy it to your clipboard for use in various other formats.
• Support for displaying more than two decimal places has been added to Investing reports for the number of shares and quote values, allowing a choice between 2-8 decimals, with three as the default.
• Quicken now supports importing investment transactions from Quicken Mac, enhancing cross-platform data handling.
• Improved the Investment Partnership Summary Report by including a column for the Last Valuation Date with a clickable link for updating the value. Default column widths were also adjusted for this report.

What’s Fixed

• Some customer accounts did not display in the Add Account screen.
• Sorting the banking/transactions report by Memo or Payee for a selection that includes both investment and non-investment accounts resulted in incorrect sorting.
• One-time reminders were changed to yearly after performing a cloud sync.
• When accepting transactions and editing the Memo/Category/Tag fields, the Memo field cleared upon clicking the accept or save button.
• Unable to remove some closed accounts from sync.
• The attachment icon was not displaying when an attachment was present.
• Fixed an issue where attachments were not syncing correctly after subscription renewal, resulting in missing attachments in the web and mobile companions.
• Unrealized gains were incorrectly reported in the Expense section of some reports.
• Crashes and related issues.

You can also download and install the Manual Patch here.

Thank you!

What’s Included:

What’s New

• Added an Ignore all accounts / Ignore all linked accounts option to the Add Account process. This will aid customers with many accounts. They will no longer need to deselect each account they do not want to add.

What’s Improved

• Updated the text and copy in the Credit section of the Credit Score Report to accurately reflect the inclusion of different types of credit cards (personal, business, corporate, flexible, etc.) and HELOC accounts while excluding mortgage accounts.
• Improved automatic column sizing for the Investment Income report.
• Improved the Investment Performance report by optimizing vertical space, removing unnecessary elements, enabling sorting functionality, setting the default to no cash-flow detail, adding a Show detail toolbar button, and fixing a truncation issue.
• Updated the funding account setup process for Check Pay to help prevent customers from unintentionally using invalid account details and ensuring they receive micro-deposits successfully.
• Updated the Transaction Attachment dialog by changing the background color and adding a gray border around the thumbnails section to improve readability and differentiate the attachment previews.
• Made it easier to remove an Online Biller by adding a Delete Biller option in the Action menu dropdown.
• Implemented support for adding investment accounts/brokerages that exclusively utilize Express Web Connect.
• The application now displays an indicator on the bills dashboard to inform customers when a reminder instance has split categories. This indicator shows the number of splits and, upon hover, lists the split categories along with their corresponding amounts.
• Quicken will now retain the most recent category used for a specific biller, resulting in faster initiation of Quick Pay and Check Pay payments.

What’s Fixed

• Fixed an issue where the Alternate Background Color was not visible in rows on reports when a maximum data filter was applied.
• Fixed an issue where transactions were not being entered when the reminders were set to auto-enter.
• Fixed an issue in the IRR (Internal Rate of Return) report and other investment reports, such as the Portfolio Value report, where Asset Classes did not sort correctly.
• Performing a mobile sync resulted in transaction history issues.
• Fixed issues with reauthorizing accounts.
• Fixed an issue where the statement amount for some bills did not display when linked to a reminder, resulting in the absence of statement amount information on the dashboard for those bills.
• Fixed an issue where some investment transactions did not download due to a connection type mismatch.
• Fixed an issue where attachments were uploaded to the cloud for an unsynchronized account.
• Fixed an issue where users could not differentiate between file formats in the Transaction Attachment window by adding specific icons for file formats.
• Fixed an issue where unsupported payment/funding accounts were displayed for Quick Pay payments.
• Fixed an issue where exporting a report to Excel would incorrectly convert memo entries consisting of digits only into numeric values instead of retaining the original format.
• Fixed an issue where downloaded transactions did not match manually entered transactions as expected.
• Issues causing application errors/crashes.

Thank you!

What’s Included:

What’s New

• Added an Ignore all accounts / Ignore all linked accounts option to the Add Account process. This will aid customers with many accounts. They will no longer need to deselect each account they do not want to add.

What’s Improved

• Improved automatic column sizing for the Investment Income report.
• Improved the Investment Performance report by optimizing vertical space, removing unnecessary elements, enabling sorting functionality, setting the default to no cash-flow detail, adding a Show detail toolbar button, and fixing a truncation issue.
• Updated the Transaction Attachment dialog by changing the background color and adding a gray border around the thumbnails section to improve readability and differentiate the attachment previews.
• The application now displays an indicator on the bills dashboard to inform customers when a reminder instance has split categories. This indicator shows the number of splits and, upon hover, lists the split categories along with their corresponding amounts.

What’s Fixed

• Issues occurred when launching Quicken when an Auto Reminder was set up within a file.
• An issue in which the auto enter reminder setting was turned off after cloud sync.
• Fixed an issue where the Alternate Background Color was not visible in rows on reports when a maximum data filter was applied.
• Fixed an issue where transactions were not being entered when the reminders were set to auto-enter.
• Fixed an issue in the IRR (Internal Rate of Return) report and other investment reports, such as the Portfolio Value report, where Asset Classes did not sort correctly.
• Performing a mobile sync resulted in transaction history issues.
• Fixed an issue where attachments were uploaded to the cloud for an unsynchronized account.
• Fixed an issue where users could not differentiate between file formats in the Transaction Attachment window by adding specific icons for file formats.
• Fixed an issue where exporting a report to Excel would incorrectly convert memo entries consisting of digits only into numeric values instead of retaining the original format.
• Fixed an issue where downloaded transactions did not match manually entered transactions as expected.
• Issues causing application errors/crashes.

You can also download and install the Mondo Patch here.

Thank you!

What’s Included:

What’s New

• Introduced a feature that allows users to more efficiently search transactions with the Compare-to-Register (C2R) section in banking registers. This targeted search option is separate from the register search and allows users to find just your new transactions by date, check number, payee, and amount.

What’s Improved

• Added the ability to sort columns in multiple reports.
• Improved Investing Partnership tracking by considering shares across all investment accounts when computing share balance. This allows for the accurate calculation of updated value per share after capital calls and distributions.
• Enhanced the investment register with the Compare-to-Register (C2R) area is displayed. You can now drag to resize the lower area to see more of your newly downloaded transactions (as in the banking registers).
• Enhanced Hide Column feature in supported reports, including Transaction, Itemized Categories, Itemized Tags, Itemized Payees, and Tax Summary. This update introduces a visible 'close' icon on column headers that can be hidden, providing a more intuitive way to customize the view. (You can always re-add the column using the existing, reporting customization options.)
• A streamlined process for converting existing online bills to a new download method when this change is required by the biller.
• Added the ability to horizontally scroll through reports using the touchpad of your computer. Previously, horizontal scrolling was only possible by using the scroll bar.
• The Income by Security Report now includes an optional feature to display securities with zero income.

What's Fixed

• Fixed issue in the tax planner in which the QDI and LTCG 0% tax rate brackets and 15% upper brackets were not updated from their 2022 values.
• Fixed issue in the Don't ask about lot assignment preference, in which users were prompted when adding new transactions resulting in a short position, despite having the setting engaged.
• Fixed issue in which no error message was shown when Quicken could not open an attachment.
• Fixed issue in the Tax Estimator that caused some fields not to update when other fields in the name to the more accurate: Marginal Rate on salary.
• Fixed issue in which the date was not displayed for attachments added in prior releases.
• Fixed issue in which transactions would lose focus when adding an attachment, requiring customers to click the transaction again before saving it.
• Fixed issue in which the memo field was not populating correctly when entering transactions from the Bill and Income reminder for loans converted to lending loan accounts.
• Fixed issue in which users were not automatically returned to the Quicken application after a successful EWC+ sign-in at the financial institution website.
• Fixed issue in which archived investment accounts were set up with the home currency rather than the currency of the account being archived.
• Fixed issue in which Quicken was unable to import 2022 TurboTax files.
• Fixed issue in which tags disappeared after syncing a memorized payee with multiple tags.
• Fixed issue in which Quicken crashed after accepting downloaded transactions for some Investing accounts.
• Fixed an issue with the auto-resizing of the Date column in reports.
• Fixed an issue in which the report graph data overlapped in the print preview and in printed reports.
• Fixed a crash that could occur when searching for a financial institution while attempting to add an account
• Fixed an issue where investment holdings seen on Quicken Companion Web or Mobile app might not match holdings on desktop.
• Fixed an issue where Quicken incorrectly changed the Entered date for customer-entered bills.
• Fixed an issue in which creating and editing a memorized payee in Quicken Web would lead to multiple memorized payee entries in Quicken Windows.
• Fixed and issue where a crash could occur when adding items in the Customize Action Toolbar.
• Fixed an issue taht could occur when searching for a multi-unit property in a Zillow search.
• Fixed an issue where Quicken was prompting users to enter their vault password for scheduled updates.
• Fixed an issue where an Apply button was incorrectly displayed over the Wells Fargo logo when attempting to reconcile a Wells Fargo checking account.
• Fixed an issue where some customers could not recategorize multiple transactions from a Register Report.
• Fixed an issue where some Financial Institutions that supported Express Web Connect (EWC) incorrectly indicated only Web Connect was supported.
• Fixed an issue causing false alarms from antivirus software.

Thank you!

What’s Included:

What’s New

• Introduced a feature that allows users to more efficiently search transactions within the Compare-to-Register (C2R) section in banking registers. This targeted search option is separate from the register search and allows users to find just your new transactions by date, check number, payee, and amount.

What’s Improved

• Added the ability to sort columns in multiple reports.
• Improved Investing Partnership tracking by considering shares across all investment accounts when computing share balance. This allows for the accurate calculation of updated value per share after capital calls and distributions.
• Enhanced the investment register with the Compare-to-Register (C2R) area is displayed. You can now drag to resize the lower area to see more of your newly downloaded transactions (as in the banking registers).
• Enhanced the Hide Column feature in supported reports, including Transaction, Itemized Categories, Itemized Tags, Itemized Payees, and Tax Summary. This update introduces a visible 'close' icon on column headers that can be hidden, providing a more intuitive way to customize the view.(You can always re-add the column using the existing, reporting customization options.)
• Added the ability to horizontally scroll through reports using the touchpad of your computer. Previously, horizontal scrolling was only possible by using the scroll bar.
• The Income by Security Report now includes an optional feature to display securities with zero income.
• Added a new setting in the Customize dialog for reports that allows customers to exclude accounts with $0 balances in Account Balances and Net Worth reports, improving the readability of these reports.
• The Capital Gains report now allows users to sort all columns within each subtotal block, in ascending and descending order, for each Subtotal By menu item.
• Improved default column width and column width adjustment in the Investment Income report.
• Added ability to double-click on column separator on reports, enabling the columns to expand or shrink to fit to the contents of the column, with the new column width persisting in the corresponding standard report by default, making it easier to view data and reducing the need for manual resizing.
• Changes made to the column width on reports are now saved immediately without waiting until the report is closed. The changes are retained even when the report is customized or the Subtotal by option is changed.
• Added PDF preview capability to attachment viewer to allow for easier access and navigation of PDF attachments.
• The Placeholder Entries text in the investment register has been moved to an info icon, while still ensuring that the text is displayed on click of it.
• Investments Compare to Register has been updated to include the ability to resize columns using arrows. The controls have also been updated to match the spending Compare to Register.

What’s Fixed

• Fixed issue in the Don't ask about lot assignment preference, in which users were prompted when adding new transactions resulting in a short position, despite having the setting engaged.
• Fixed issue in which no error message was shown when Quicken could not open an attachment.
• Fixed issue in which the date was not displayed for attachments added in prior releases.
• Fixed issue in which transactions would lose focus when adding an attachment, requiring customers to click the transaction again before saving it.
• Fixed issue in which the memo field was not populating correctly when entering transactions from the Bill and Income reminder for loans converted to lending loan accounts.
• Fixed issue in which archived investment accounts were set up with the home currency rather than the currency of the account being archived.
• Fixed issue in which tags disappeared after syncing a memorized payee with multiple tags.
• Fixed issue in which Quicken crashed after accepting downloaded transactions for some Investing accounts.
• Fixed an issue with the auto-resizing of the Date column in reports.
• Fixed an issue in which the report graph data overlapped in the print preview and in printed reports.
• Fixed a crash that could occur when searching for a financial institution while attempting to add an account
• Fixed an issue where investment holdings seen on Quicken Companion Web or Mobile app might not match holdings on desktop.
• Fixed an issue where Quicken incorrectly changed the Entered date for customer-entered bills.
• Fixed an issue in which creating and editing a memorized payee in Quicken Web would lead to multiple memorized payee entries in Quicken Windows.
• Fixed an issue where a crash could occur when adding items in the Customize Action Toolbar.
• Fixed an issue where Quicken was prompting users to enter their vault password for scheduled updates.
• Fixed an issue where an Apply button was incorrectly displayed over FI logo when attempting to reconcile account.
• Fixed an issue where some customers could not recategorize multiple transactions from a Register Report.
• Fixed an issue where some Financial Institutions that supported Express Web Connect (EWC) incorrectly indicated only Web Connect was supported.
• Fixed an issue causing false alarms from antivirus software.
• Resolved an issue where some scheduled paychecks were being improperly altered.
• An issue where the 'Add from Scanner' option in the Register did not correctly recognize devices.
• A crash sometimes occurred when loading corrupted or empty attachment files.
• Restored the paperclip icon for new transactions.
• Resolved issue in which the Add button didn't work for adding transaction attachments.
• A crash sometimes occurred when attempting to save an Email Template for a report.
• A crash sometimes occurred when printing the investment register.
• A crash sometimes occurred when accessing the Account Balances report.
• Syncing to the cloud caused the Entered or Transaction date for a transaction to change to Posted.
• A crash sometimes occurred when opening the split transaction window for a paycheck deposit.
• An issue with creating subcategories under Expense due to a presence of an invalid category.
• Quicken incorrectly changed security balances and amounts for some funds in Simple Investing.
• An issue in which changes made to transactions through the report retagging feature were not being applied.
• A crash sometimes occurred when selecting a budget in annual detailed view for the prior year and then selecting File > Print Budget.
• An issue in which Quicken was creating sub-tags causing a single tag to become multiple tags on reports. The issue occurred when a transaction had an associated tag ID and Quicken considered both the split tag and base tag during sync.
• Blank lines appeared in the register when the register was the default opening page for a password-protected data file.
• The context menu options Rename Payee and Edit Memo were not working in Reports, preventing the renamed payee and changed memo from being displayed in transactions.

You can also download and install the Mondo Patch here.

Thank you!

What’s Included:

What’s New

• Income by Security report that offers a detailed view of investment income earned from securities (Quicken Premier and Quicken Home & Business).
• Ability to create email templates to be used when sending invoices to customers from Quicken (Quicken Home & Business).

What’s Improved

• Updated the Payable Items filter on the Bills & Income tab to retain customer selections even after Quicken restarts.
• Added a new setting in the Customize dialog for reports that allows customers to exclude accounts with $0 balances in Account Balances and Net Worth reports, improving the readability of these reports.
• The Capital Gains report now allows users to sort all columns within each subtotal block, in ascending and descending order, for each Subtotal By menu item.
• Improved default column width and column width adjustment in the Investment Income report.
• Added ability to double-click on column separator on reports, enabling the columns to expand or shrink to fit to the contents of the column, with the new column width persisting in the corresponding standard report by default, making it easier to view data and reducing the need for manual resizing.
• Changes made to the column width on reports are now saved immediately without waiting until the report is closed. The changes are retained even when the report is customized or the Subtotal by option is changed.
• Quicken now supports Roth 401 (k) after-tax deductions in paychecks. This update also lets users track their Roth 401(k) contributions in the Tax Center.
• Added PDF preview capability to attachment viewer to allow for easier access and navigation of PDF attachments.
• The Placeholder Entries text in the investment register has been moved to an info icon, while still ensuring that the text is displayed on click of it.
• Investments Compare to Register has been updated to include the ability to resize columns using arrows. The controls have also been updated to match the spending Compare to Register.

What’s Fixed

• Customers were unable to edit fields in the Rental Property/Reminders.
• When customers deactivated a Chase account, then relaunched their Quicken file, a crash occurred.
• An incorrect date was recorded when using the Online Center to create Bank Bill Pay payments.
• A crash sometimes occurred when attempting to save an Email Template for a report.
• A crash sometimes occurred when printing the investment register.
• A crash sometimes occurred when accessing the Account Balances report.
• Syncing to the cloud caused the Entered or Transaction date for a transaction to change to Posted.
• A crash sometimes occurred when opening the split transaction window for a paycheck deposit.
• An issue with creating subcategories under Expense due to a presence of an invalid category.
• Quicken incorrectly changed security balances and amounts for some funds in Simple Investing.
• The Employer Contribution category was disappearing when 0 was entered as the Employer contribution for a 401(k) plan, causing uncategorized transactions in splits.
• An issue in which online recurring payments were being sent with incorrect payment frequency.
• An issue in which changes made to transactions through the report retagging feature were not being applied.
• A crash sometimes occurred when selecting a budget in annual detailed view for the prior year and then selecting File > Print Budget.
• An issue in which Quicken was creating sub-tags causing a single tag to become multiple tags on reports. The issue occurred when a transaction had an associated tag ID and Quicken considered both the split tag and base tag during sync.
• Blank lines appeared in the register when the register was the default opening page for a password-protected data file.
• The context menu options Rename Payee and Edit Memo were not working in Reports, preventing the renamed payee and changed memo from being displayed in transactions.
• Customers were unable to resolve the CC-800 error when attempting to perform a One Step Update.

This release can be downloaded through the Mondo Patch located here.

Thank you!

What’s Included:

What’s New

• Income by Security report that offers a detailed view of investment income earned from securities (Quicken Premier and Quicken Home & Business).
• Ability to create email templates to be used when sending invoices to customers from Quicken (Quicken Home & Business).

What’s Improved

• Added dialog to convert Shares Added to Stock Split when it appears a brokerage has reported a stock split as added shares. This conversion has the option to be used once, always, or never.
• The Portfolio Value report has been extended with column sorting and an option to show lot details. This facilitates reviewing investment positions for tax loss harvesting.
• RSU investment tracking now features a one-time vesting option and can round off fractional shares.
• Quicken can now highlight new transactions. This feature will automatically be turned on for new users. Existing users can turn it on using the Selected Row Style preference in your register menu.
• Tax reports can now be created for any year in which there is financial data. This removes the previous limit of three years.
• Improved allocation of cost basis across multiple lots when using the Spinoff Wizard.
• Data displayed on Dashboard cards is now more consistent with the standard Income and Expense reports.
• Overall performance of the application.
• Modernized look and feel of Mobile & Web tab.

What’s Fixed

• Issues with the steps for adding investment accounts, including incorrect screens and inability to move past the Simple/Complete Investing prompt.
• Synchronizing split categories transactions created on mobile/web with Quicken desktop could result in losing the split categories.
• The investment reconciliation steps incorrectly prompted users to Enter Valid Date.
• The Find & Replace screen displayed improperly when using Large Fonts.
• New Match was not displaying for transactions that were first added on mobile/web but matched on the desktop program.
• Setting an account as a category for a memorized payee resulted in a duplicate memorized payee after syncing to the cloud.
• When transferring shares between accounts, the date order for the lots was incorrect on the security detail screen.
• When editing an account, the Show Separate Accounts option would not remain selected.
• When choosing Upload to Cloud for .txt files, a 403 error occurred.
• Line items for split transactions would lose their categories when syncing with mobile/web.
• When using auto reconcile for an investment account, a blank dialog box would appear.
• Incorrectly reporting a securities mismatch error for new investment transactions.
• Issues with the order of cards on the Dashboard when adding investment accounts. Additional dashboard issues with the order, amounts, and date ranges.
• Negative balances incorrectly appeared when entering split investment transactions.
• When creating a copy of a file, attachments would be added to the copy when the Attachments option was deselected.
• Quicken was changing the customer-entered date for some scheduled reminders.
• Some investment accounts were incorrectly identified as Retirement accounts.
• Security Names were truncated in the Portfolio by Security view for both the Dashboard and Investing Dashboard.
• Customers using transaction passwords were getting asked for the password multiple times during synchronization.
• An issue syncing budgets to the cloud.
• An issue in which a Category edited for a single instance of a bill was incorrectly applied to future instances of that bill.
• An issue with the print preview screen showing reports at reduced size, although reports would print correctly.
• An issue in which some invoices incorrectly placed billing information in the Ship to field.
• For bill reminders that recurred based on the number of days, the frequency did not appear on the reminders page.
• The blue dot indicating a new transaction appeared inconsistently in the register and account bar when updating accounts.
• The Find & Replace feature was not finding amounts separated by commas.
• Duplicate prompt displayed when confirming the move of selected reconciled transactions to a different account.Report data refresh issue when ‘Subtotal by’ option is changed.
• Net Income from Paycheck showed as uncategorized income in reports.
• Investment sell transaction could showed the wrong status in Compare To Register even after accepting it.
• Move Investment Transaction dialog showed a non-account in the list.
• Incorrect display of investment balances in the account bar is some cases where future-dated transactions are present (as with RSUs).
• Balance issue on Dashboard investment card when filtered by accounts.
• Payee reports showed transactions belonging to other payees in some cases.
• Mismatch between spending snapshot and the transaction list.
• Global search incorrectly excluded investment results.
• Other issues that could cause crashes.

You can also download and install the Mondo Patch here.

Thank you!

What’s Included:

What’s New

• Income by Security report that offers a detailed view of investment income earned from securities (Quicken Premier and Quicken Home & Business).
• Ability to create email templates to be used when sending invoices to customers from Quicken (Quicken Home & Business).

What's Improved

• Improved allocation of cost basis across multiple lots when using the Spinoff Wizard.
• Data displayed on Dashboard cards is now more consistent with the standard Income and Expense report.
• Overall performance of the application.

What's Fixed

• Duplicate prompt displayed when confirming the move of selected reconciled transactions to a different account.
• New transaction download notification (blue dot) was not shown in some cases.
• Issue with syncing a budget for display on companion web or mobile app.
• Report data refresh issue ‘Subtotal by’ option was changed.
• Issue where resetting an EWC+ account defaulted to the wrong connection method.
• Net income from Paycheck showed as uncategorized income from reports.
• Investment sell transaction could showed the wrong status in Compare to Register even after accepting it.
• Move Investment Transaction dialog showed a non-account in the list.
• Incorrect display of investment balances in the account bar is some cases where future-dated transactions are present (as with RSUs).
• Balance issue on Dashboard investment card when filtered by accounts.
• Payee reports showed transactions belonging to other payees in some cases.
• Mismatch between spending snapshot and the transaction list.
• Global search incorrectly excluded investment results.
• Other issues that could cause crashes.

Thank you!

What’s Included:

What’s Improved

• The Portfolio Value report has been extended with column sorting and an option to show lot details. This facilitates reviewing investment positions for tax loss harvesting.
• RSU investment tracking now features a one-time vesting option and can round off fractional shares.
• Quicken can now highlight new transactions. This feature will automatically be turned on for new users. Existing users can turn it on using the Selected Row Style preference in your register menu.
• Tax reports can now be created for any year in which there is financial data. This removes the previous limit of three years.

• A crash occurred for some customers accessing investment holdings.
• An issue syncing budgets to the cloud.
• An issue in which a Category edited for a single instance of a bill was incorrectly applied to future instances of that bill.
  
• An issue with the print preview screen showing reports at reduced size, although reports would print correctly.
• An issue in which some invoices incorrectly placed billing information in the Ship to field.
• In some cases, users reauthorizing accounts were incorrectly prompted to Add offline account.
• When trying to update their credit score, some users received an error that the server was not responding. Other users experienced crashes.
• For bill reminders that recurred based on the number of days, the frequency did not appear on the reminders page.
• The blue dot indicating a new transaction appeared inconsistently in the register and account bar when updating accounts.
• The Find & Replace feature was not finding amounts separated by commas.
• An issue in which Chase accounts without transactions were incorrectly being added during the Add Account process.
• An issue in which incorrect items appeared in the account type box when adding accounts.