Retroactive vs. "Current Only" Quicken Fixes

Does Quicken ever indicate if the fixes are retroactively applied or just for new accounts and transactions in release notes?

The reason why I ask is that I noticed a new reconciliation feature in Invesment Accounts that no one seems to mention. It first showed up in a new investment I had to set up back in 2022, but the older Investment Accounts do not have this feature.

After downloaded transactions are posted, a reconciliation window pops up similar to a non-investment register.

Screenshot 2024-02-24 054214.png

To add this feature to my other older Investment Accounts, I created new investment accounts and then moved transactions over.

I have noticed there are other instances where fixes or new features are not applied retroactively and it would be nice if this was noted in the release notes.

Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    Does Quicken ever indicate if the fixes are retroactively applied or just for new accounts and transactions in release notes?

    I have never seen them do that.

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