Windows R48.XX Release (US)

The latest Quicken for Windows release R48.8 is now being made available in staged release format to a limited number of users.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

What’s Included:

What’s New

• Income by Security report that offers a detailed view of investment income earned from securities (Quicken Premier and Quicken Home & Business).
• Ability to create email templates to be used when sending invoices to customers from Quicken (Quicken Home & Business).

What's Improved

• Improved allocation of cost basis across multiple lots when using the Spinoff Wizard.
• Data displayed on Dashboard cards is now more consistent with the standard Income and Expense report.
• Overall performance of the application.

What's Fixed

• Duplicate prompt displayed when confirming the move of selected reconciled transactions to a different account.
• New transaction download notification (blue dot) was not shown in some cases.
• Issue with syncing a budget for display on companion web or mobile app.
• Report data refresh issue ‘Subtotal by’ option was changed.
• Issue where resetting an EWC+ account defaulted to the wrong connection method.
• Net income from Paycheck showed as uncategorized income from reports.
• Investment sell transaction could showed the wrong status in Compare to Register even after accepting it.
• Move Investment Transaction dialog showed a non-account in the list.
• Incorrect display of investment balances in the account bar is some cases where future-dated transactions are present (as with RSUs).
• Balance issue on Dashboard investment card when filtered by accounts.
• Payee reports showed transactions belonging to other payees in some cases.
• Mismatch between spending snapshot and the transaction list.
• Global search incorrectly excluded investment results.
• Other issues that could cause crashes.

Thank you!