Windows R35.xx Release (US)
New: A new dashboard is available with new snapshots including Top Spending Categories, Top Payees, Uncategorized Transactions, Recent Transactions, Investment Top Movers and Portfolio Value. This dashboard will be the default for new customers.
New: Added a Don't update memo when downloading option for customers who do not want their memos overwritten. The option is available under Account Details → Online Services.
New: Added the menu option to Pay with Bill Manager for customers using Quicken Deluxe and Quicken Starter. Choosing this option will give you the opportunity to purchase Bill Manager as an add-on or to upgrade to Quicken Premier to meet your bill payment needs.
New: For investment customers, the graph on the Security Detail View now optionally includes indicators for when the number of shares of the security increased or decreased.
Improved: You can now change the account types for IRA accounts. This is intended to address scenarios where the account was initially set up with the wrong type.
Improved: For Quick Pay and Check Pay customers, the last payment account used will be remembered and set as the default for a biller.
Improved: You can now see which bills have been set up with auto-pay on your biller websites by checking the Current Bill column on the Bills dashboard.
Improved: Bill Manager customers can more easily bring up their recent payments when using the Biller Name filter.
Improved: Check Pay customers will now be able to see what the check will look like before sending it.
Improved: For the Portfolio Value & Cost Basis, and Net Worth reports, there is now a ‘Day’ option for the interval.
Improved: Added a keyboard shortcut ALT+O to use for Done in the Reconcile Summary window.
Fixed: An issue in which synchronization after several months of inactivity caused the Paycheck Reminder total to become zero.
Fixed: An issue in which the Schedule B report was sometimes improperly reporting dividend and interest income for split transactions.
Fixed: Automatic downloading was alerting customers to new transactions when there were no new transactions.
Fixed: An issue in which Year-End Archive was disconnecting the accounts for the current file instead of the archived file.