Quicken Classic Mac 8.4 has been released!

Quicken Bree
Quicken Bree Quicken Windows Subscription Moderator ✭✭✭✭

We have started rolling out Quicken Classic for Mac 8.4 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

Please take a moment to review the summary and try the new features in the product.

Business & Invoicing

  • NEW You can now email invoices directly from Quicken and accept payments through Stripe
  • NEW Predefined Payment Terms are now available when creating invoices
  • NEW You can now assign BusinessClient, and Billable fields to scheduled transactions
  • IMPROVED You can now edit Invoices and Clients using keyboard shortcuts
  • IMPROVED You can now delete transactions from Client Details > Transactions
  • IMPROVED Billable transactions that haven’t been invoiced are now labeled as Not Billed in Client Details
  • IMPROVED The Create Credit from Invoice option is now available from the Invoices list action menu
  • IMPROVED Clearer messaging is shown when accounts such as Client Invoices and Sales Tax are automatically created to support invoicing

Home Dashboard

  • NEW You can now duplicate and delete dashboard cards
  • NEW Added the ability to restore all dashboard cards and settings to their default state
  • IMPROVED Added a Clear All option to the Categories menu when customizing the Spending by Category card
  • IMPROVED The Spending by Category card now supports drilling down into categories to view subcategory spending, and reports generated from Other are now grouped by category
  • FIXED Fixed an issue that could cause incorrect reporting in the Spending by Category card when categorized transfer transactions were present

eBills & Bill Pay

  • NEW You can now add a new Quick Pay payee directly from Bill Pay > Pay with Quick Pay
  • IMPROVED A default category is now selected when adding a new eBill
  • IMPROVED Improved biller search when adding a new Quick Pay payee
  • IMPROVED The Amount field is now cleared when switching payees in the Make a Quick Pay Payment window

Accounts & Registers

  • IMPROVED You can now navigate directly to a transaction from the graph popover in Account > Balance
  • IMPROVED Performance when opening the Reconcile History window

Securities

  • IMPROVED You can now hide securities from the Securities list
  • IMPROVED Added a Currently Held filter to the Securities list

Bug Fixes and Other Improvements

  • FIXED Fixed an issue where selected register values were not always fully highlighted
  • FIXED Addressed several issues that could result in broken transfers when downloading transactions
  • FIXED Fixed an issue that prevented transaction matching and the application of Renaming and QuickFill rules in Quicken Connect investment accounts
  • IMPROVED Improvements to report data storage to help reduce Quicken data file size
  • IMPROVED Improvements to CSV transaction import

Quicken Bree

Comments

  • hroster
    hroster Quicken Mac Subscription Member ✭✭

    Since the update, I am getting an error that says "Sync Error, Warning, QUicken encountered an error while communicating with our servers.

  • Gilles9
    Gilles9 Quicken Mac Subscription Windows Beta, Mac Beta Beta
    edited December 19

    "You can now hide securities from the Securities list "

    Great add on, useful not see see unlisted securities and/or ones that we never want to buy ( we can unhide if we change our mind) when making an entry in the Portfolio transactions register

  • Dennis@1
    Dennis@1 Member ✭✭✭✭

    Same thing here. Hopefully it's a temporary thing and not general issue with 8.4.

  • Gilles9
    Gilles9 Quicken Mac Subscription Windows Beta, Mac Beta Beta

    I have the same issue "Alert communicating with our servers"

    Sent a problem report, hoping for a quickfix

  • Shing
    Shing Quicken Mac Subscription Mac Beta Beta

    There is a separate thread about this issue so you may want to follow it as well. At least person reported an issue when using a VPN service.

    https://community.quicken.com/discussion/7969337/issue-syncing-with-quicken-servers

  • Gilles9
    Gilles9 Quicken Mac Subscription Windows Beta, Mac Beta Beta
    edited 2:39AM

    @Shing

    Thank you, but I think I fixed the problem by "Reset all Cloud accounts"

  • Shing
    Shing Quicken Mac Subscription Mac Beta Beta