Windows R37.XX Release (US)

Quicken Sarah
Quicken Sarah Administrator, Moderator mod
The latest Quicken for Windows release R37.25 is now being made available in staged release format to a limited number of users.

What's included:

Improvements
  • The recently introduced Modern Dashboard now features more links to allow you to work directly with transactions, especially categorization. There are improvements to the look and feel as well as drag & drop and show & hide functionality for cards. Minor display and usage issues were also resolved.
Multiple improvements to bill presentment and payment including:
  • The All Bills filter will list all payees added to the Bills & Income dashboard
  • Improvements to the reliability of PDF statements displayed for billers
  • A new Payable Items filter will help you find payees that you can quickly pay from within Quicken - includes Quick Pay, Check Pay, and Bank Bill Pay payees.
  • For Check Pay payments, you can now view both the Send Date and the Estimated Delivery Date on the dashboard.
  • If a scheduled Quick Pay payment fails, the schedule will now reflect that the current payment still needs to be made.
  • Opt-in SMS alerts will now be offered after you make your first Quick Pay or Check  Pay payment.
  • Bills with the status “awaiting next bill” will no longer display when you use the Due Date filter.
  • You can more easily set up a Check Pay payment to a Quick Pay biller from the register.
  • Corrected issues calculating the balance in the Bills, Income & Transfers calendar display.
  • Improved error messaging
Multiple improvements to our investment tool including:
  • Buttons and links in Simple Investing display that allow you to update a securities Share Price and Cash Value.
  • Buy/Sell indicators on the Price History / Market value graph now include reinvestments, display improvements, and an increased limit to the number of changes tracked.
  • You can now choose to hide or show a few specific columns in the investment register.
What's fixed
  • An issue in which displaying the Quicken calculator prevented the use of Quicken’s search features.
  • An issue in which the Merge Category option did not display when you right-clicked on an unused category.
  • Issue syncing hidden, separated, and deleted account changes with Quicken on the Web and Quicken Resolved other sync issues including some text visibility issues.
  • An issue in which changing the type of certain investment transactions could result in duplicate transactions.
  • Issues synchronizing with Quicken on the Web when the last account has been deleted.
  • An issue in which an incorrect request for a password was appearing during the update process.
  • An issue in the Portfolio View in which closed lots amounts displayed when an account was added to the view, even though the option to show closed lots had not been selected.
  • An issue in which enabling a manual account for download could result in an incorrect count of “transactions downloaded”
  • An issue with screen refreshing during reconciliation when marking transactions cleared.
  • Removed the "0" in the Shares column of the Security Detail View when displaying transactions such as Div, that do not need a “0”.
  • The Stack View on the Bills or Bills, Income & Transfers tab did not show the next immediate upcoming instance as the default.
  • The Portfolio View showed closed lots amounts when an account was added to the view and the option to show closed lots was not selected.

The release of R37.25 has been paused and is no longer available for download directly within Quicken.

If you would like to install this release, without waiting for it to be released live for all users, please download and install the Mondo Patch, available here.

Thank you!

Comments

  • Quicken Sarah
    Quicken Sarah Administrator, Moderator mod
    UPDATED 12/1/21

    The latest Quicken for Windows release R37.37 is now being made available in staged release format to a limited number of users.

    What's included:

    • Errors related to deactivating or reauthorizing accounts.
    • An issue causing some Quicken instances to crash.
    • An issue with Capital One and Charles Schwab account balances not displaying in the register.
    Thank you!
  • Quicken Sarah
    Quicken Sarah Administrator, Moderator mod
    UPDATE 12/1/21

    R37.37 has now been paused and is no longer available to download from directly within Quicken.  If you haven't already and would like to update to this release, please download and install the Mondo Patch available from here.

    Thank you!
  • Quicken Sarah
    Quicken Sarah Administrator, Moderator mod
    UPDATE 12/7/21

    The rollout of R37.xx has been paused for an undetermined amount of time while our teams work to resolve ongoing issues related to the Schwab migration.

    At this time, R36.48 is the latest release of Quicken for Windows, however, this release is targeted at resolving the following issues with Charles Schwab accounts:
    • Login Errors
    • Issues deactivating accounts
    • Persistent reconnect prompts
    • Issues displaying account balances
    If you have already installed R37.37 and do not have any accounts with Charles Schwab experiencing the above issues, you may remain on the R37.37 release and do not need to rollback to the R36.48 version.

    Thank you!
This discussion has been closed.