We have started rolling out Quicken Classic for Mac 9.1 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
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Investments
- NEW Added ETF as a distinct security type in Quicken, so ETFs no longer have to be treated as Stock securities
- IMPROVED ETF securities now support an account-level cost basis setting in Account Settings, and ETF sell transactions use that setting when suggesting lots
- IMPROVED Added the ability to include or exclude cash in investment reports
- IMPROVED Portfolio Value & Cost Basis report now displays dashes for periods where no data is available, instead of leaving cells blank
- IMPROVED Security Detail and Watchlist now show dollar and percentage change for the selected graph period
- IMPROVED You can now open Security Detail from Capital Gains Estimator and from securities in the Asset Allocation and Allocation by Security dashboard cards, and open Edit Security from Capital Gains Estimator
- FIXED Collapsed investment report graphs no longer reopen unexpectedly when resizing the report window
- FIXED QXF export/import now preserves ETF, Commodity, and Cryptocurrency security types, including Commodity and Cryptocurrency asset classes
- FIXED QXF export/import now preserves investment holding quantities with greater precision, including cryptocurrency holdings with more than 6 decimal places
Account Registers
- NEW You can now assign a Display Color to an account from Account Settings > Details. Single-account registers use that color for register tabs, row coloring, and selected rows to make the active account easier to identify
- IMPROVED Account Balance Chart controls are clearer: credit-limit line options appear only when applicable, and the Show reminders for... menu is hidden when the selected date range already determines the end date
Bills & Payments
- NEW Scheduled transactions connected to eBills can now automatically update the next instance date to match the eBill due date, independently from existing eBill amount update settings
- NEW Scan for Bills & Income helps you find recurring bills and income in your transaction history and turn them into scheduled transactions. This gives you reminders for upcoming bills and income, and helps projected balances better reflect upcoming activity. It is available from the Bills & Income window and the Bills & Income dashboard empty state
- IMPROVED In Bills & Income, choosing Add Biller Website from the Actions/ellipsis menu for a scheduled bill reminder now opens Biller Details with the website field focused
- IMPROVED Check Pay can now be enabled for supported investing accounts
Business & Invoicing
- IMPROVED You can now customize the columns shown in the Invoices list using the toolbar column picker
- IMPROVED Mileage expenses added to invoices now get a default description based on the trip date and purpose
- IMPROVED Client Details > Overview now includes a Business filter so you can view client details by business
- IMPROVED Closed businesses now appear in more business-related menus, including Business Dashboard, Invoices List, and Mileage List
- IMPROVED Invoice side panel wording is clearer, including the Billable Items tab name and updated tooltip text for the billable items/activity panel toggle
Connectivity & Imports
- FIXED Downloaded transactions are now categorized as expected when Automatically improve the quality of downloaded payee names and categories is enabled, even when Sync is disabled
Renaming & QuickFill Rules
- NEW When renaming a downloaded transaction payee and choosing Also rename existing & future transactions, Quicken now opens the renaming rule flow so you can create or update a rule and choose whether to apply it to existing transactions
