Today we've started the rollout of the v5.16 release.
Reports5.16 brings a bunch of new standard reports. We took the top reports that people created and added them as standard reports for everyone. These new standard reports work a little differently than the ones in the past. Changes will not be automatically saved. This means when you try to customize a standard report, a new report is automatically created for you with the changes you've made and then you can decide to save it for future reference or discard it. When you launch the standard report again, it continues to be the exact same report as you expect, untouched and unaltered.
We've also enhanced the way Printing and Export works. Now reports will Print and Export as they look on the screen. If you've collapsed or expanded categories, this will be reflected in the printed or exported copy.
Also, many customers don't realize there are special Quicken print options in the Mac
Print dialog that allow you to fit a report or budget to a page or multiple pages to help you save paper. Make sure to select
Show Details to see these options.
QuickFill Improvements5.16 continues to improve QuickFill. There are new preference options to define the default behavior for automatically saving Renaming Rules and QuickFill rules when editing transactions.
We've also added a
Lock feature so you can make sure a QuickFill rule isn't accidentally overwritten while editing a transaction. This can be found in the QuickFill editing screen.
Finally, you can quickly create a QuickFIll rule based on an existing transaction by selecting ⌘Y. This brings up the QuickFill rule screen with all of the items from your transaction auto-filled in their respective fields.
New Bill Pay ImprovementsA power user feature to speed bill pay entry and setup is to add a keyword in the check # field to designate that a transaction is a type of bill pay. We've made a number of enhancements around this feature. First, there is now a menu that pops down to show you the check and bill pay options.
Hopefully, this introduces this power user feature to more people. Second, we've added Quick Pay and Check Pay, our new bill pay feature for Premier and above customers, as options for the Check # field. Third, selecting one of the bill pay options means the payee list will initially show bill pay payees for that particular bill pay method. This should save time when paying bills.
There are also stability improvements throughout the product. Please use this forum post if you run into any issues. We'll have people monitoring this post to answer questions or hop on any burning problems that arise.
UPDATE- 5/15 - Initial roll out to a subset of customers. If you don't get the update screen but really want to give 5.16 a try, just select Check for Updates under the Quicken menu and you'll be able to download v5.16.
- 5/21 - 5.16.1 has been released to all customers.
