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Quicken Classic Mac 8.3 has been released!

Quicken Bree

We have started rolling out Quicken Classic for Mac 8.3 into a stage release.

You can get the latest Quicken build by clicking "Check for Updates" under the Quicken menu.

Thank you for your help and support.

Best Regards,

The Quicken for Mac Team

Please take a moment to review the summary and try the new features in the product.

Investments

IMPROVED We now default to Detailed Tracking when adding accounts at financial institutions that support detailed tracking
NEW You can now bulk-import security prices (from a single CSV file with prices for multiple dates and multiple securities)
FIXED The Portfolio Graph now shows negative values even when set for “Y-Axis starts at zero”
IMPROVED You can now add the cost basis of holdings within the Capital Gains Estimator

Accounts

NEW Easily organize your accounts within each account type group in the Sidebar to match your personal workflow
NEW A new graph for banking account registers that allows you to see the account balance over time and projected balances is now available in a new Balances tab (available in Premier and Business & Personal subscriptions)
NEW A new keyboard shortcut (⌘ + L) is available to access the Reconcile Account window
NEW You can now update a single account by right-clicking on the account in the sidebar
IMPROVED A Balance column is now included in All Transactions and account group registers, letting you view running account totals at a glance

Business & Personal

NEW You can now create a new Client from the register
IMPROVED You can now import mileage records from CSV files
IMPROVED You can now easily customize the columns displayed in the Mileage tab
NEW You can now assign a client to a mileage record
NEW You can now make a mileage record billable
NEW You can now import and export the Client list from the File menu
NEW New Mileage tab in Client Details provides a quick way to review mileage records associated with each client

Transactions, Registers, and Dashboard

FIXED Resolved an issue where bills for $0 were always entered as Income after using Edit & Mark as Paid to edit the amount
IMPROVED Added a setting at Quicken > Settings > Registers to control how the Tab key behaves in the Date field. When enabled, pressing Tab exits the Date field in one step; when disabled, Tab moves between the month, day, and year before exiting
NEW Quickly jump to the other side of a transfer transaction using the keyboard shortcut ⌘ + [ or the register’s contextual menu
NEW You can now customize the Top Spending Payees card by payee and the Spending by Category card by category for a more tailored dashboard view

Invoicing

IMPROVED Products and Services and Sales Tax lists now allow Hide and Taxable options from the contextual menu when you right-click on a row
IMPROVED Invoice Activity timeline now shows credited/refund activity
IMPROVED You can now preview a newly added logo to see how it will appear before creating a new invoice
NEW You can now specify which business details you want shown on printed invoices
FIXED Long notes were sometimes truncated on printed invoices. This has been fixed.
IMPROVED You can now reorder product/service lines on invoices
NEW Added an Invoice Actions menu to invoice windows, making it easier to perform common tasks such as receiving payments or issuing a refund

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Comments

JohnnyMac

GREAT!

However, the install keeps looping every restart of the application. It never installs.

Version 8.2.1 (Build 802.57282.100) macOS 15.7

jacobs

@JohnnyMac This happens to small number of users from time to time. Here's a workaround to get a fresh Quicken installed…

Quit Quicken.
Go to your Applications folder and drag Quicken.app to the Trash. (Don't empty the trash, so you can restore it if for some reason you need to.)
In a browser, go Quicken.com and Sign In to your account
Scroll down the page to the Download Quicien box, and click on the Quicken for Mac button. This will download the installer.
Double-click the downloaded installer and allow it to install a fresh copy of Quicken.

You should now be able to launch the new Quicken.app installed in your Applications folder, and the program should tell you it's updating your database.

BUT… Quicken Mac 8.3 is currently in staged release, so the download version is likely still 8.2.1. You may have to wait for a day or two until they end the staged release and update the installer to be versions 8.3.

Jon

Yes, the download version is still 8.2.1.

jacobs

There's another way I know of to get around the updater not correctly completing the new version installation which involves removing a preferences file, but there are potentially unwanted side effects from that — so I'd advise waiting a day or two (or three?) until the staged release is over, and then following the steps above.

Jon

@JohnnyMac You can download an 8.3.0 installer from the link on this page, I verified that it does install 8.3.0.

MikeP

Did Check Pay go away? I don't see that option anymore.

JohnnyMac

Thank you all. I should know better, and should wait until +10d or x.x.1 LOL

magoodm

File Size after update. Has anyone else seen a dramatic reduction in file size? In my case the working file dropped from 477mb to 280mb and compressed backups from 173mb to 90mb. I can't find any missing data and everything is working normally.

Shing

https://community.quicken.com/discussion/comment/20506804#Comment_20506804

Yes, you may have noticed it took a little longer than usual to open your file after updating the app. Quicken discovered a bug that was causing data files to be larger than they should.

magoodm

@Shing Thanks for the information. For years I have commented here about the huge size of my file and how it keeps growing about 100k to 200k every few days with only a few transactions.

magoodm

The good news was short lived. Yes my file dropped in size dramatically but is now growing even faster than before. My working file had dropped to 280mb on August 29th and now on September 2nd has already grown 6mb to 285mb. At this rate it will be back to its old size of 477mb pretty quickly.

Lane1983

Money market fund balances from Fidelity have gone away. All of the historic transactions are still in the data, the fund security is just not being listed.

Lindaread

Where is this located:

NEW You can now specify which business details you want shown on printed invoices

I am unable to find it. I would like my business email and phone number to show on the client invoices.

Thanks

jacobs

@Lindaread I think there is a bug, but there's also a work-around.

You can enter your business information, including address, email, phone, and logo by selecting Manage Businesses > Edit Business from the main Business page. When you create a new invoice, it auto-populates with the company name and address, but not the phone and email.

Screenshot 2025-09-12 at 11.46.30 AM.png

That sure seems like a bug; what's the point of having this information entered for the business if it isn't used? You can click the Edit link below the Business info on the invoice, and in the pop-up window, you can enter your email and phone number:

Screenshot 2025-09-12 at 11.47.02 AM.png

Once you enter the two fields and click Save, the email and phone are visible on the invoice:

Screenshot 2025-09-12 at 11.47.33 AM.png

I think this should be fixed so that if there is an email and.or phone number for the business, those fields auto-populate new invoices.

Fishermjk

I am having the same looping install problem with Version 8.3. I will wait a couple of days and try again. I am currently on Version 8.2.1 (Build 802.57282.100) / macOS 15.6.1 (24G90).

jacobs

@Fishermjk Here's a workaround to get a fresh Quicken installed…

Quit Quicken.
Go to your Applications folder and drag Quicken.app to the Trash. (Don't empty the Trash, so you can restore it, if for some reason you need to.)
In a browser, go Quicken.com and Sign In to your account
Scroll down the page to the Download Quicken box, and click on the Quicken for Mac button. This will download the installer.
Double-click the downloaded installer and allow it to install a fresh copy of Quicken.

You should now be able to launch the new Quicken.app installed in your Applications folder, and the program should tell you it's updating your database.

Fishermjk

Thanks jacobs! It worked!

jtomsheck

I found clicking the sidebar items of either Checking or Cash now display the following columns Business, Billable & Client in the transaction display. These columns are new and unnecessary. However the column selector menu does not show then at all. So there is no way to remove them. I feel this is a bug. Please enlighten me as to what is going on. See example in the untitled.png

Untitled.png

Jon

@jtomsheck What subscription do you have? Those columns should only show up if you have a Business & Personal subscription, and in that case you should be able to turn them off.

jtomsheck

Quicken Classic Premier V 8.3.1 (Build 803.58866.100) on MacOS Sequoia 15.6.1

Untitled1.png

As I said in the previous message. The screenshot the columns cannot be turned off as they don't appear in the list of items to check/uncheck.

Jon

It makes sense that they aren’t on the list since they’re not supposed to be available at all on a Premier subscription. You should use the Report A Problem option on the help menu to report this back to Quicken.

jtomsheck

Jon, per your suggestion I sent a Report A Problem message with relevant details.

jacobs

@jtomsheck Just be aware that you'll get no response from Report a Problem submissions; there's no way to know if they verify the issue you reported, nor if/when it may be addressed. You can also call Quicken Support, if you wish, and talk on the phone to a live agent; at least there's dialog, and the agent should be able to can screen-share with you and document the issue and escalate it.

Quicken Victoria

Hello! Thank you for being loyal Quicken Mac customers!

We want you to know that every comment posted on the Quicken Community forums and every report submitted through Help > Report a Problem is reviewed by our team. While we may not always reach out to each customer individually, please be assured that your feedback is seen and taken seriously.

We truly value the time you take to share your experiences, and your reports play a key role in helping us improve Quicken Mac. Please keep letting us know when you encounter issues; your involvement makes a real difference in making Quicken Mac better for everyone.

Thank you!

Rick2022

After updating to 8.3.2 the funds in my Fidelity account (401K) no longer update the closing prices. The workaround is for me to go to fidelity online, get the values and manually enter them into the securities list. This is very tedious to do every day. Is anyone else having this issue?

nothingclever

I had a lot of issues with fidelity after the update. My security symbols were not reconciling with what was reported and had to go back in manually and change the security symbol for it to match.

Shing

https://community.quicken.com/discussion/comment/20516852#Comment_20516852

There is a separate thread on this topic where I recently provided an example (scroll to the bottom). If this matches your experience, please comment in the other thread.

https://community.quicken.com/discussion/comment/20516852

Matthew Mahgerfteh

For sure download an 8.3.0 installer.