Windows R63.XX Release (US)

Quicken Anja
Moderator mod
The latest Quicken for Windows release R63.19 is now being made available in staged release format to a limited number of users.
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!
-Quicken Anja
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