The Community Meetup- July 2025 Edition

Quicken Janean · July 1

Hidden Gems

By Janean Comfort

Welcome to this edition of the Quicken Community Newsletter! We’re excited to spotlight some lesser-known features introduced to Quicken for Windows and Mac over the past year—quality-of-life improvements you might have missed in the release notes. Let’s dive in!

Windows

Tax‑Loss Harvesting Report (R62 – April 2025)

A hidden gem for smarter investing: the new Tax Loss Harvesting report (Premier & above) displays unrealized losses by individual lots. The kind of detail savvy investors appreciate. To find this report:

Open Quicken.
Go to the Investing tab.
Click Reports from the top menu bar.
Navigate to:
All Reports > Tax
Select Tax Loss Harvesting report

Show Cents in Reports (R62 – April 2025)

Also in R62: a new preference lets you toggle cents on/off in any report, giving you a cleaner view when you need it. Available in all editions.

Show or Hide Hidden Accounts Anywhere (R58 – July 2024)

A small but powerful tweak: now you can show or hide hidden accounts across various dialogs including: register views, transfer dialogs, and reports. This gives you better control over what you see and keeps dashboards clutter-free. (Available in all editions (Deluxe, Premier, Home & Business, etc.)

Mac

Enhanced Projected Balance Graphs

Visualizing your financial future has become more flexible. The Projected Balance graph now offers improved inspection and date range selection, along with a new “Y-axis starts at zero” option. These enhancements provide a clearer picture of your projected finances.

Zillow Integration for Real Estate Valuation

Stay updated on your property's market value with the new Zillow integration. This feature automatically updates your real estate account with the latest estimated market values, ensuring your net worth calculations are current.

Visit this FAQ for steps on how to add your real estate account and to see the value.

Capital Gain Estimator Enhancements

Planning investment sales is more precise with the improved Capital Gain Estimator. You can now filter securities by specific accounts, update the sell price of lots, and display securities by symbol or name, aiding in tax planning and investment decisions. Available in Premier and above.

· Note: The Capital Gain Estimator itself is only in Premier and up.

To find the Capital Gain Estimator Tool:

Open Quicken for Mac and navigate to your Brokerage Account or the overall Investing section.
In the toolbar at the top-right of the investing view, click Investing Tools.
From the dropdown menu, select Capital Gains Estimator.

These subtle but effective enhancements can seriously streamline your financial workflow. Give them a try and share your experience in the Community. Your feedback helps shape the next update!

Question of The Month

What small or underused features have you found useful to your financial journey? What would you like to see added to Quicken?

Did you know you can create an idea on the Quicken Community? These ideas are voted on by your Quicken peers and sent to our development team for consideration on whether or not it will be implemented in a future release.

Submit your ideas to be voted on today!

Latest Releases

The latest Quicken for Windows release was Version R63.19, H63.20 and R63.21 (June 2025). Some highlights from those releases were:

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.
NEW - You can now choose not to memorize a transaction while entering or editing it.
FIXED - Resolved overlapping fields and default value issue in Custom date range settings in report preferences.
IMPROVED - Renaming Rule screen by clarifying the purpose of Change Payee To and If the payee contains fields, replacing drop-down with radio buttons, and refining the layout.
IMPROVED - Interrupted Online Backup attempts will now retry automatically up to five times.

The latest release for Quicken Classic for Mac was Version 8.2 & 8.2.1 (May 2025).

To see all the current releases for Mac, please visit this support article. There were many new features and improvements made. Some notable changes were:

IMPROVED - Improved account value tracking for connected investment accounts, such as TIAA Brokerage, Ameriprise Financial, RBC, MassMutual, LPL Financial, Thrift Savings Plan, and more
NEW - You can now optionally disable notifications of completed backups
IMPROVED - You can now optionally exclude business data from the Home Dashboard
FIXED - The Tags and Transfer fields are always displayed in a transaction‘s Splits tab, even if those columns are excluded from the register view
FIXED - Fixed a bug that could cause comparison reports to miscalculate the Difference % change in some cases

The Community Meetup- July 2025 Edition

Hidden Gems

By Janean Comfort

Windows

Mac

Question of The Month

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