Windows R66.XX Release (US)

The latest Quicken for Windows release R66.11 is now being made available in staged release format to a limited number of users.

Before you install this update, we recommend performing a One Step Update to ensure your data is up to date. If you use Quicken Mobile or Quicken on the Web, this will also sync your data to the cloud. Additionally, we suggest saving a backup of your data file for added security.

What’s Included:

Investments

• IMPROVED Restored snapshot summaries in the Portfolio X-Rayreport. The summaries are now AI-generated. You can turn them off if desired.
• IMPROVED Added a report preference for short sale gain and loss reporting in the Schedule D report.
• IMPROVED Added support for treating more than one money market fund as cash in brokerage account settings.
• IMPROVED Improved the investment transaction search results dialog layout and column labels.
• IMPROVED Improved the Add Security window and made the instructions to add crypto and precious metals easier to find.

Reports

• IMPROVED Improved category search and account group selection in report customization.
• IMPROVED Updated the Investment Partnership Detail report to support import and export of Buy and BuyX transactions.
• FIXED Fixed an issue that could cause invalid date entry in report customization.
• FIXED Fixed an issue where using Enter key didn’t commit date changes in report customization.

Sync and Connectivity

• IMPROVED During account connection migration, Quicken now adds an adjustment transaction instead of changing the Opening Balance transaction.
• IMPROVED Simplified the reauthorization flow for EWC+ accounts to reduce steps and make completion clearer.
• FIXED Fixed an issue where syncing an auto-matched transaction could update the wrong balance.
• FIXED Fixed an issue where reactivating a deactivated account could add an incorrect balance adjustment.

Register and transactions

• FIXED Fixed an issue where pending transactions could be duplicated.
• FIXED Fixed an issue where an attachment could disappear from a transaction after you changed the transaction’s category.
• FIXED Fixed an issue where a posted transaction could be missing after a pending transaction was removed.
• FIXED Fixed an issue where editing a pending transaction could leave blank lines in the register.

Miscellaneous

• IMPROVED Updated FY2026 mileage rates to 72.5¢ per mile for business use, 20.5¢ per mile for medical or moving purposes, and 14¢ per mile for charitable service.
• FIXED Fixed an issue where a Miscellaneous Expense entered after a cash transfer in an IRA account could be recorded as a transfer.
• FIXED Fixed an issue where the Tax Planner could calculate tentative Alternative Minimum Tax incorrectly after the phaseout threshold.
• FIXED Fixed an issue where One Step Update could change a split paycheck’s second deposit to a payment and could remove past-due paychecks.
• FIXED Fixed issues that could cause crashes or slow performance in some cases.

Thank you!