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R68.25..... No release notes...

retird

Opened Quicken to this:[

No mention of this on Manual Patch web site and no mention here. Also no Release Notes in Quicken under Help tab.

So, what does this release bring to us?

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Comments

jl747

It's showing up now via Help - Release Notes

retird

Still not seeing it in my Quicken Premier. What does it say?

Jim_Harman

Here are the Release Notes. It looks like there are some long-sought improvements. These are visible before you commit to installing the update, or after the installation is complete.

Quicken Family Enterprise

NEW Added an IRR by Entity report under Entity
reports.
IMPROVED Added a Family Enterprise tab for Quicken
Family Enterprise subscribers.
IMPROVED Added a Group by Entity option to the
Portfolio view.
IMPROVED Added Entity Group support to the Entity
Overview report and the Fund Flow Overview report.

-Bills & Income

FIXED Resolved an issue where bill reminders could
lose their category after matching.

-Investing and Reports

NEW Added column reordering to account
registers.
NEW Added qualified dividend designation to the
Investment Income transaction form and provided for a default value in Edit
Security.
IMPROVED Added the ability to print Portfolio
X-Ray.
FIXED Resolved an issue where newly added categories
and securities were missing from saved reports.
FIXED Resolved an issue with the World Regions
display in Portfolio X-Ray.
FIXED Resolved an issue with the default interval for
the portfolio graph by account on the Home tab.
FIXED Resolved an issue where investment transaction
amounts for Cash transactions were sometimes overwritten by the memorized payee
amount.

-Business Tools

IMPROVED Updated Customer Statements to remember the
previously selected customers.

-Tax and Planning Tools

FIXED Resolved an issue where Tax Planner did not
reflect changes to the next instance of a recurring payment
reminder.

-Stability

FIXED Resolved issues that could occasionally cause
crashes.

Boatnmaniac

I see R68.12 in Help - Release Notes but not R68.25. So, did they skip actually releasing R68.12 due to some issues and instead jumped ahead to R68.25? Here are the Release Notes for R68.12…which I am assuming are also included in R68.25 ( https://info.quicken.com/win/version-r68-12-june-2026 ):

Version R68.12 (June 2026)
Quicken Family Enterprise
NEW Added an IRR by Entity report under Entity reports.
IMPROVED Added a Family Enterprise tab for Quicken Family Enterprise subscribers.
IMPROVED Added a Group by Entity option to the Portfolio view.
IMPROVED Added Entity Group support to the Entity Overview report and the Fund Flow Overview report.
Bills & Income
FIXED Resolved an issue where bill reminders could lose their category after matching.
Investing and Reports
NEW Added column reordering to account registers.
NEW Added qualified dividend designation to the Investment Income transaction form and provided for a default value in Edit Security.
IMPROVED Added the ability to print Portfolio X-Ray.
FIXED Resolved an issue where newly added categories and securities were missing from saved reports.
FIXED Resolved an issue with the World Regions display in Portfolio X-Ray.
FIXED Resolved an issue with the default interval for the portfolio graph by account on the Home tab.
FIXED Resolved an issue where investment transaction amounts for Cash transactions were sometimes overwritten by the memorized payee amount.
Business Tools
IMPROVED Updated Customer Statements to remember the previously selected customers.
Tax and Planning Tools
FIXED Resolved an issue where Tax Planner did not reflect changes to the next instance of a recurring payment reminder.
Stability
FIXED Resolved issues that could occasionally cause crashes.
Quicken Canada
FIXED Resolved an issue where custom asset classes all appeared black in the asset allocation chart.

Neither of these versions are showing up yet in the Support Article: https://www.quicken.com/support/update-and-patch-20182019-release-quicken-windows-subscription-product/#section-windows-5 .

It does appear that R68.25 is probably a limited release which is typical for new releases. They initially release it to a limited number of subscribers for a few days to get feedback on how well it is performing before making it a general release.

Jim_Harman

I have experimented briefly with the new Qualified Dividend feature and here is what I see:

There is a new "Qualified dividend by default" check box in the Security Details, but only for securities with a Type of Stock, not mutual funds or ETFs. There are lots of funds and ETFs that always pay Qualified dividends, so I think this option should also be available for them.
When entering income for a security, there is a new "Qualified" check box next to the Dividend line. If the security is a stock and you have checked the "by default" box in the Security Details, this box is checked. Nice!
When you have entered a Qualified dividend, it appears as expected in both the Dividend and Qualified dividend sections of the Tax Schedule report.
Qualified dividends you have entered appear in the _QualDivInc section of the Tax Summary report but not in the _DivInc section. It is debatable whether they should be included in both sections.
In the Tax Planner, Qualified dividends you have entered are included on both the Dividend and Qualified Dividend lines, as they should.
However, I have not found a way to make a Reminder for Qualified dividends. If I make a Dividend reminder for a stock with the "Qualified dividend by default" box checked, the Reminder amounts are included in the Dividend section of the Tax Planner but not the Qualified Dividend section. The dividends are only marked as Qualified when you accept the Reminder. This is a serious deficiency because the Tax Planner relies heavily on Reminders to compute the projected taxes correctly. I think either the Tax Planner should honor the security's "Qualified by default" box or "Qualified dividend" should be added to the list of income types for investment account Reminders.

retird

I see this:

jl747

Example

I compared my Quicken entries for my Schwab Monthly Mutual Fund with my 2025 1099 and all of my Dividends in the 1099 were Qualified Dividends.

There were no amounts in the 2025 1099 Dividends for this fund.

retird

@Boatnmaniac Even with limited release of R68.25 the Release Notes should be there in Quicken….

Second computer shows the same…

gtgerbo

I was hoping for more out of the enhancement for qualified dividends. From my perspective, the new feature does not go far enough.

The new check box is an all or nothing approach - i.e., the dividend is either all qualified or all non-qualified.

A large portion of my investment holding is managed and held in mutual funds. Not only do I see Qualified Dividends (Form 1099-DIV, line 1b), but I’m also seeing Section 199A Dividends (Form 1099-DIV, line 5). Just like Qualified Dividends, Section 199A Dividends are portion of Total Ordinary Dividends reported line 1a. Depending on the fund a single dividend payout can involve qualified dividends, non-qualified dividends, and Section 199A dividends.

retird

Those look like R.68.12 Notes…. Not R68.25….

Boatnmaniac

Limited releases usually do not have the Release Notes published in Support or Help. They will be published when the Manual Patch Update File is available for downloading.

That being said, the Release Notes will be available for review if/when you are prompted after OSU to update to the limited release in the OSU Summary Report. But the number of users who will get this prompt is restricted to a limited number of people. Once it becomes a general release the Release Notes for it will also be available in Help > Release Notes.

Have you run OSU today? If so, then perhaps your OSU Summary will provide the update prompt. Click on that to see the Release Notes for it.

If you have run OSU and did not get the prompt to update to R68.25 then it usually means the number of users needed for the limited release has been obtained and they have closed the update option. In this case, you will need to wait until R68.25 becomes a general release. The time between limited and general releases is fairly short and generally is anywhere from 1-7 days.

retird

Many times I see Release Notes with Limited Release and when I get notice, as shown in first post I read the Notes after clicking not to install. Strange you see R68.12 Notes and I don't. And I see R68.25 could be installed and you don't. I see no Notes for either relese..

Boatnmaniac

https://community.quicken.com/discussion/comment/20561840#Comment_20561840

Are your investments in a taxable brokerage account or in some deferred income account like an IRA or 401(k)?

If they are in a taxable brokerage account then the qualified and non-qualified dividends distinction is important from a tax perspective.

But if they are in a deferred income account then it really has no impact.

Boatnmaniac

This is because R67.10 is the version you currently have installed.

gtgerbo

They are taxable funds.

Jim_Harman

Another strange thing about this release is that the Help > What's new in Quicken that goes with it describes "Retail purchase categorization," which it claims can automatically split and categorize Amazon charges, but that is not mentioned anywhere in the Release notes. There is a new section in Preferences to set this up.

Chris_QPW

That "Amazon" feature seems to be peeking in and out for some time now. 😉

Boatnmaniac

FYI: R68.25 has now been pushed out as a general release. The Manual Patch Update file is available for downloading and the Release Notes are now posted at https://www.quicken.com/support/update-and-patch-20182019-release-quicken-windows-subscription-product/#section-windows-5 .

Edit: It was confirmed to me by a Moderator that R68.25 does include the updates that were in never released R68.12.

Quicken Kristina

Hello @Jim_Harman,

Retail Purchase Categorization is currently available to a very limited number of customers. For more information on the feature, please see this help article: https://info.quicken.com/win/using-retail-purchase-categorization

Thank you!