Windows R67.XX Release (US)

Quicken Anja

The latest Quicken for Windows release R67.7 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:

Tax and Planning Tools

• IMPROVED - Added a Monte Carlo simulation view to the Lifetime Planner that shows median, upside, and downside projections for net worth over time, along with the probability that your plan remains funded through the end.
• FIXED - Modified the Tax Reports to include transactions with categories associated with tax line items, even if the “tax-related” flag for the category is not set.
• FIXED - Resolved an issue where investment accounts marked as excluded still appeared in the Lifetime Planner under Planning Assumptions.

Dashboard

• IMPROVED - Added a "Last 12 Months" date range option to the Top Spending, Income & Expense, Portfolio Value, and Top Payees cards on the Home Dashboard.
• FIXED - Resolved an issue where the "Last 6 Months" filter on the Portfolio Value dashboard card did not include the current month's data.
• FIXED - Resolved a portfolio value mismatch between the card header and graph on the Dashboard.

Investing and Reports

• IMPROVED - Enabled the updated Reports & Graphs Center and Customize Report screens for all users.
• IMPROVED - Added the Category Type column to the Select Categories list in Customize Reports.
• IMPROVED - Enabled printing for the Morningstar Portfolio X-Ray report.
• IMPROVED - Added the ability to subtotal entity reports by Entity Group in Portfolio Value, Net Worth, and Income & Expense reports.
• IMPROVED - For the Family Enterprise version, provided a new option to allow associating a Custom Portfolio View with an Entity.
• FIXED - Fixed problem where the security symbol “COMP” conflicted with the market index ”INDEX:COMP”.
• FIXED - Resolved an issue with incorrect values in the Net Worth report graph when summarized by Entity.
• FIXED - Resolved an issue where the Account Balances report could display incorrect investment account balances.

Import and Export

• FIXED - Resolved an issue where investment transfer transactions (such as BuyX and SellX) were split into two separate transactions after exporting and importing a QXF file.
• FIXED - Resolved an issue where investment partnership security types changed after QXF export and import.

Bills and Payments

• IMPROVED - Added a Rename Payee button to the Bill Payment Payees and Settings dialog for renaming Quick Pay and Check Pay payees.
• IMPROVED - Added a "Don't show again" option to the scheduled payment matching prompt.
• FIXED - Resolved an issue where the "Estimate Amount For Me" setting did not save on transfer reminders.

One Step Update and Sync

• FIXED - Resolved an issue where scheduled updates could stop running after the first one.
• FIXED - Resolved an issue where One Step Update could corrupt paycheck split amounts and details in files with Cloud Sync enabled.
• FIXED - Resolved an issue where converting an account from Web Connect to Express Web Connect could create duplicate transactions.
• FIXED - Resolved an issue where renaming rules were not applied to transactions downloaded into linked cash accounts associated with brokerage accounts.

Other Fixes

• FIXED - Resolved an issue where some windows could extend beyond the screen in Large Font mode.
• FIXED - Resolved issues that could cause unexpected crashes in some situations.

Thank you!