Windows R49.XX Release (US)

The latest Quicken for Windows release R49.22 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

• Updated the Payable Items filter on the Bills & Income tab to retain customer selections even after Quicken restarts.
• Added a new setting in the Customize dialog for reports that allows customers to exclude accounts with $0 balances in Account Balances and Net Worth reports, improving the readability of these reports.
• The Capital Gains report now allows users to sort all columns within each subtotal block, in ascending and descending order, for each Subtotal By menu item.
• Improved default column width and column width adjustment in the Investment Income report.
• Added ability to double-click on column separator on reports, enabling the columns to expand or shrink to fit to the contents of the column, with the new column width persisting in the corresponding standard report by default, making it easier to view data and reducing the need for manual resizing.
• Changes made to the column width on reports are now saved immediately without waiting until the report is closed. The changes are retained even when the report is customized or the Subtotal by option is changed.
• Quicken now supports Roth 401 (k) after-tax deductions in paychecks. This update also lets users track their Roth 401(k) contributions in the Tax Center.
• Added PDF preview capability to attachment viewer to allow for easier access and navigation of PDF attachments.
• The Placeholder Entries text in the investment register has been moved to an info icon, while still ensuring that the text is displayed on click of it.
• Investments Compare to Register has been updated to include the ability to resize columns using arrows. The controls have also been updated to match the spending Compare to Register.

What’s Fixed

• Customers were unable to edit fields in the Rental Property/Reminders.
• When customers deactivated a Chase account, then relaunched their Quicken file, a crash occurred.
• An incorrect date was recorded when using the Online Center to create Bank Bill Pay payments.
• A crash sometimes occurred when attempting to save an Email Template for a report.
• A crash sometimes occurred when printing the investment register.
• A crash sometimes occurred when accessing the Account Balances report.
• Syncing to the cloud caused the Entered or Transaction date for a transaction to change to Posted.
• A crash sometimes occurred when opening the split transaction window for a paycheck deposit.
• An issue with creating subcategories under Expense due to a presence of an invalid category.
• Quicken incorrectly changed security balances and amounts for some funds in Simple Investing.
• The Employer Contribution category was disappearing when 0 was entered as the Employer contribution for a 401(k) plan, causing uncategorized transactions in splits.
• An issue in which online recurring payments were being sent with incorrect payment frequency.
• An issue in which changes made to transactions through the report retagging feature were not being applied.
• A crash sometimes occurred when selecting a budget in annual detailed view for the prior year and then selecting File > Print Budget.
• An issue in which Quicken was creating sub-tags causing a single tag to become multiple tags on reports. The issue occurred when a transaction had an associated tag ID and Quicken considered both the split tag and base tag during sync.
• Blank lines appeared in the register when the register was the default opening page for a password-protected data file.
• The context menu options Rename Payee and Edit Memo were not working in Reports, preventing the renamed payee and changed memo from being displayed in transactions.
• Customers were unable to resolve the CC-800 error when attempting to perform a One Step Update.

This release can be downloaded through the Mondo Patch located here.

Thank you!