Quicken for Mac Release Notes

Lists

• IMPROVED - In Tags and Categories lists, you can now hide/show, see the number of uses, and run a report for each used item.

Investments

• IMPROVED - We have updated the layout of the Schedule 3 - Capital Gains and Losses report to more closely match the Canadian tax reporting requirements.

Dashboard

• IMPROVED - You can now customize Home Dashboard cards to edit card names and choose which accounts are reflected in each card.
• IMPROVED - Spending by Category cards now show as many categories as will fit when the card changes size.

Business & Personal

• IMPROVED - Mileage Trips now have the option to show starting and ending columns.
• NEW - You can now import Business Entity information using QXF Export from (US) Quicken Windows Release R55 or later.

Other Improvements

• IMPROVED - Improved performance when updating accounts in files with many renaming rules.
• IMPROVED - Now find backup settings on a new Backup tab in the Settings window.

7.6.1 Fixes

• FIXED - Fixed a problem where account filter pop-ups in existing files could show the wrong setting in 7.6.0; for example, the Investing register could be set to All Savings Accounts and no data would be shown.
• FIXED - The connection status of hidden accounts is now correctly reported.

Reports

• IMPROVED - The Tax Schedule report has been updated.
• IMPROVED - Ability to export TXF data from any tax report, providing greater flexibility and control over the data you choose to export.
• IMPROVED - Added a new, standalone Canadian Schedule 3 report.

Home Dashboard

• IMPROVED - Improved graph on the Income & Expense card.
• IMPROVED - The Net Worth card graph now displays more accurately when you select a date range containing only one data point.

Bills & Income

• IMPROVED - Updated Projected Balance graph with improved inspection and date range selection.
• IMPROVED - Control the Projected Balance graph display with a new “Y-axis starts at zero” checkbox.
• IMPROVED - Improved the Projected Balance graph appearance when the Projected Balance view settings do not include any future-dated transactions.
• IMPROVED - You can now delete Bank Bill Pay/Intra-bank transfer transactions.

Quicken Mac Business & Personal

• NEW - Added a “Rate per mile” column to the Mileage tab so it is easy to see the ”per mile” rate that has been used to calculate potential mileage tax deduction.
• NEW - A new Schedule F tax report is now available for US customers with a farm business.
• NEW - You can now mark a business as Closed.

7.5.1 Fixes

• FIXED - Added .txf export option to Schedule D reports.
• FIXED - We now remember the “Y-axis starts at zero” state on the Bills & Income > Projected Balances tab.

7.5.2 Fixes

• FIXED - Fixed a bug in TXF export for the Schedule B report.
• FIXED - Resolved an issue where register date filters might occasionally yield inaccurate results.

NEW - Small Business Owners: We are releasing Quicken Mac Business & Personal so you can now keep track of your business and personal finances in one place. It allows you to manage one or more businesses and view your business data together or separately from your personal data. If you need to file Schedule C, E, or F, this product is for you!

Quicken Mac Business & Personal
Built for macOS 12+, requires macOS 11 or later
Business features require a Business & Personal subscription

• NEW - Monitor the health of your business with the new Business Dashboard.
• NEW - Analyze your business data with new reports such as Income Statement, Cashflow, and Profitability.
• NEW - Easily track your mileage for tax deductions.
• NEW - Stay organized with Estimated Quarterly Tax Payments calendar.
• IMPROVED - Improved support for exporting business-related tax data to tax-filing software.

Reports

• NEW - Added EasyAnswer Transaction Report option to see total spending by Payee.
• IMPROVED - Improved category filtering in Tax Reports.

Dashboard

• IMPROVED - Spending by Category Card now shows more categories.

Other

• IMPROVED - Subcategories with different parents can now be merged together.
• IMPROVED - Redesigned Categories window and improved tax relationship management.
• IMPROVED - eBills are once again available for Capital One customers.
• IMPROVED - Improved auto-categorization of downloaded transactions.

Future macOS requirements

• ANNOUNCEMENT - 7.4 is the last release with support for macOS 10.15.

7.4.1 Fixes

• FIXED - Fixed a crash that could occur when opening a file.
• FIXED - Fixed a crash that could occur when deleting an account.

7.4.2 Fixes

• FIXED - Bug fixes.

Dashboard

• NEW - We’ve added a new “Bills & Income” card to the Home Dashboard. This card shows upcoming bills and expected income to help you manage your financial responsibilities.
• IMPROVED - You can now customize your Home Dashboard by hiding or displaying specific cards.

Register

• IMPROVED - If you need to edit the category on a transfer transaction, you‘ll get a warning that this change would delete the other side of the transfer.

Share Feedback

• NEW - A new channel of communication with the Quicken Mac product team is available via the Help > Send Quicken Feedback menu option to share your feedback on existing features and your ideas for future product improvements.

7.3.1 Fixes

• FIXED - Fixed a crash that could occur if Quicken encountered an error while opening a file.

7.3.2 Fixes

• FIXED - Fixed an issue that could cause transactions to be downloaded as Uncategorized.
• FIXED - Fixed a bug that prevented Reconciliation Reports from printing when running macOS Sonoma.
• FIXED - Bug fixes and improvements made to the new Bills & Income card in the Home dashboard.

Accounts

• NEW - In Quicken, you can now link a new account to a “hidden” account. All eligible accounts, regardless of their status, appear in the list for linking.
• NEW - If you have numerous accounts (15 or more) with the same financial institution, it is now easier to choose which accounts you would like to add, or link, in Quicken.

Payments

• NEW - If you pay your bills on your Biller’s website, now you can save the website’s URL in Quicken for fast and easy access.
• NEW - As more financial institutions migrate to new, more secure login methods, changes are required to receive eBills. We have improved the process for adding, or updating, eBills for these institutions.
• FIXED - The pane showing pending e-Bills can be expanded/collapsed by clicking the disclosure triangle to review all pending bills.

Dashboard

• NEW - You can now view your securities by Name or Symbol on the Investments Dashboard Holdings card.
• FIXED - We fixed a bug that prevented the graph from displaying in the Home Dashboard Net Worth card in some cases.
• FIXED - Improved accuracy of detail report created from the Top Home Dashboard Top Spending Payee card.
• FIXED - Top Spending Payee card now excludes transfer transactions.

Other changes

• NEW - Added ability to change tag colors in Tags list using multi-select.
• NEW - Added a help popover in Loans “What If” tab to describe the powerful, new graphing features.
• NEW - For easy access to the Beta Program, we added a link to the Beta program website under the Help menu.
• IMPROVED - Significantly improved performance when using the disclosure buttons to expand & collapse data in large reports.
• IMPROVED - Minor change to the sidebar disclosure triangle appearance to more easily see that there is more information beneath a particular item.

7.2.1 Fixes

• FIXED - Bug fixes

7.2.2 Fixes

• FIXED - Bug fixes

7.2.3 Fixes

• FIXED - Fixed an issue that could cause duplicate investment accounts
• FIXED - Fixed an issue on macOS Sonoma that prevented the register columns pop menu from appearing

Charting

• IMPROVED - We have replaced older charts with modern, native versions that offer more options
  • Graph on What If tab of Loan account
  • Pie chart on Payments tab of Loan account
  • Projected Payoff graph on Progress tab of Loan account

Investments

• IMPROVED - Added a “tip” to the Holdings investment dashboard card to show
  • Change in price since previous day’s closing price as a $ amount
  • Change in price since previous day’s closing price as a percentage

Bills & Income

• IMPROVED - The link in the Schedule column now takes you to the Transaction Details sheet instead of the register
• NEW - Amount due this month is now shown in addition to the total amount for insurance premium eBills

Connection Status window

• IMPROVED - Updated UI to make it easier to view accounts in the Successful Connections section

Reports

• IMPROVED - Expand and collapse view options that were supported in legacy reports have been added to new reports (e.g. View > Summary of All Items and Top-level Items Only)

Other changes

• NEW - Link to the Learning Center is available via the Help menu
• NEW - CAD currency is used when creating accounts of Canadian-only types
• IMPROVED - Can now sort Tags list by Color, Description, or Status

7.1.1 & 7.1.2 Fixes

• FIXED - Bug fixes 

Dashboard

• NEW - Net Worth card in the Home Dashboard
• IMPROVED - Recently Categorized Transactions are now shown on the Uncategorized Transactions card
• IMPROVED - Generate a report for the specified time period by clicking the legend on the Income & Expense card
• FIXED - Income & Expense card now excludes all transfers

Investments

• IMPROVED - Canadian holidays are used when showing data from the last market trading day
• NEW - Added a “cheat-sheet” on how to use new Portfolio graph features

Bills & Income

• NEW - Support for “Daily” frequency for scheduled transactions
• NEW - You can now show Category and Tags columns in Bills & Income
• FIXED - Improved consistency in using the Preferences > Connected Services > Use Posted Date for Posted Transactions

Connection Status window

• IMPROVED - OFX Bill Pay errors are now shown in the Connection Status window

Learning Center

• IMPROVED - Added more details to the Bills section
• IMPROVED - Added new content on using Tags for transactions

More changes and bug fixes

• IMPROVED - Redesigned Offline Account flow
• IMPROVED - Improved display of payees with descriptions
• IMPROVED - Passwords for connected accounts can now be retrieved from Keychain, if available
• IMPROVED - Register settings are now consistently applied to all tabs (Spending, Income, and Transactions tabs)
• IMPROVED - You can now edit account names when adding new connected accounts
• IMPROVED - Search results now update after adding/removing register columns
• IMPROVED - Improved customization options for reporting on transfer transactions
• FIXED - Improved principal and interest calculations for loans with payment frequencies of less than one month

System requirements

• UPDATED - Quicken v7.0 requires macOS 10.15 (Catalina) or higher

7.0.1 Fixes

• IMPROVED - Improvements and bug fixes in the Net Worth card in the Home Dashboard
• FIXED - Improved saving and restoring transaction selection and scroll position when switching between registers, or register tabs
• FIXED - Clicking a category name above the pie chart in a register’s Spending or Income tab now updates the register and pie chart as expected

7.0.2 Fixes

• FIXED - Fixed a bug that could prevent the portfolio view from saving and restoring view settings
• FIXED - Fixed an issue that could cause funding accounts to be disabled for bill pay customers

7.0.3 Fixes

• FIXED - Fixed a bug that could prevent the portfolio view from restoring the collapsed state of accounts

7.0.4 Fixes

• FIXED - Fixed an issue that could cause scheduled transactions to become uncategorized when using Edit and Mark as Paid in Bills & Income

Managing Accounts

• NEW - Option to display password in plain text when entering financial institution credentials for a new account
• IMPROVED - Edit Opening Balance transactions in the account register
• IMPROVED - Changing connection method for an account from account settings

Reports

• NEW - Create, View, and Print Reconciliation Reports
• NEW - New “Income & Expense” card in the Home Dashboard
• IMPROVED - Added Learning Center content for reports
• IMPROVED - Schedule D tax report now includes manually categorized investment transactions
• IMPROVED - “Top Spending Payees” card on the Dashboard now excludes transfers, manually entered Opening Balance transactions, Reconcile adjustments, and other balance adjustments in Split Lines to present more accurate spending data

Bills

• IMPROVED - Updating eBills for Chase credit cards
• IMPROVED - See scheduled transaction frequency in Bills & Income > Bills
• IMPROVED - More easily see scheduling options when creating or editing a scheduled transaction

Investments Improvements

• IMPROVED - Significantly faster performance when downloading investment OFX data

Connectivity Status Window

• IMPROVED - Ability to select/copy text of error details
• IMPROVED - Connection error message readability

Bug Fixes

• FIXED - Made over 60 changes to ensure product quality and stability, and to bring more consistency across features

Announcement

• ANNOUNCEMENT - 6.12 is the last release with support for macOS 10.13 and 10.14

6.12.1 and 6.12.2 Fixes

• FIXED - Fixed a crash that could occur when opening the Reconciliation History window

6.12.3 Fixes

• FIXED - Fixed an issue that could cause duplicate securities to appear after downloading investment data
• FIXED - Fixed an issue that caused scheduled transfers to be recorded incorrectly when using Edit and Mark as Paid in Bills & Income

6.12.4 Fixes

• IMPROVED - Improved eBill support for Citi Card customers
• FIXED - Margin Interest Expense category activity is now included in tax reports

6.12.5 Fixes

• FIXED - Bug fixes

Investments

• NEW - Optionally hide cents when viewing your investment portfolio
• IMPROVED - Portfolio Charts
  • View your investment portfolio in a new and more dynamic way using new charting capability
  • Understand performance of your investments over a selected time period with clean and easy to read labels
  • With a few clicks analyze your investment data and examine it from different viewpoints so that you can understand it better

Accounts

• IMPROVED - Redesigned – Connectivity Status window
  • The old Account Status window has been replaced by the new Connectivity Status window
  • This new window clearly shows the status of your connected accounts, with appropriate suggestions and affordances to correct errors when they occur
• IMPROVED - Redesigned – Add Account
  • Use the new flow to add Direct Connect accounts

Bill Payments

• IMPROVED - Easily split transactions when making payments with QuickPay or Check Pay
• IMPROVED - Quicken now remembers the last account used to make payments to billers with QuickPay or Check Pay
• IMPROVED - Calendar picker prevents selecting invalid dates (such as on weekends or in the past) for checks to be sent when scheduling a Check Pay payment
• IMPROVED - Quicken automatically detects and notifies users about bills for connected accounts
• IMPROVED - Quicken automatically detects micro-deposits for Check Pay verification
• IMPROVED - Edit your scheduled transactions as you are posting them from the Bills & Income tab

Tax reports

• NEW - Individual Tax schedules are now available in Quicken Mac Deluxe and Premier

Learning Center

• NEW - New card – learn about the role registers play in Quicken Mac
• NEW - Direct links now connect Learning Center cards to their matching features

Fixed

• FIXED - Made over 60 changes throughout the product to promote consistency, improve performance and stability, and address quality issues.

6.11.1 Fixes

• FIXED - Fixed a crash that could occur while updating accounts. 

6.11.2 amd 6.11.3 Fixes

• FIXED - Stability fixes.

Our latest improvements to Quicken make it easier and faster for you to get to your financial data.

New

• NEW - The new Dashboard cards in your Home tab provide access to your data at-a-glance and productivity tools as well. (Card colors are only available in macOS 10.15 or later)
• NEW - The Add Account workflow has been streamlined and modernized to improve your experience when adding accounts to Quicken. (Only available in macOS 10.15 or later)

Improved

• IMPROVED - Chase eBills are back. Use your Chase Credit Card or Chase Line of Credit accounts to automatically track bill information and make bill payments.
• IMPROVED - More Sidebar Account Options. Use the new sidebar contextual menu options to quickly hide an account, mark it closed, or keep it separate.
• IMPROVED - Bills & Income performance. Switching between tabs (Bills, Income, Payees, Projected Balances, and Activity) or sorting by any column is instantaneous regardless of how many scheduled transactions you have.
• FIXED - Fixed over 30 issues to maintain high quality and promote consistency throughout the product.

6.10.1 & 6.10.2 Fixes

• FIXED - Fixed several minor stability and quality issues.

6.10.3 Fixes

• FIXED - Fixed an issue that could cause recently-downloaded transactions to become uncategorized.

We’ve made Reports, Registers, and Preferences better.

Reports

• NEW - Report Customization. Build a report that suits your needs and view your financial data the way you prefer. For example, specify the font, text size, and alternate row color.
• IMPROVED - We have improved the appearance of printed reports.

Scheduled Transactions

• IMPROVED - We added a new tooltip for scheduled transactions to indicate how many days until a bill is due.
• NEW - We added new color-coded icons to alert you when transactions are due or late.

Sidebar

• IMPROVED - Our new progress indicator for One Step Update helps you know when the download is complete and your accounts are up to date.
• NEW - We’ve moved the sidebar options into a new Sidebar tab in Preferences. Now you can easily manage the sidebar settings all in one place.

Other Improvements and Fixes

• IMPROVED - We’ve improved support for macOS Ventura (Beta).
• FIXED - We always fix bugs in every release and this one is no exception. We have fixed over 40 bugs in 6.9.0.

We've added some new features and made several improvements throughout the product in this release.

Reports

• NEW - Foreign Bank Accounts Report (FBAR). Easily calculate the maximum balance of your foreign bank account balances within a calendar year. It will significantly help you with your taxes. 
  *Requires Quicken Premier or above. 
• NEW - Easy Answer report. Quickly generate focused reports to help answer some of the top questions and get valuable information about the state of your finances. *Requires macOS 10.15 or later.  
• IMPROVED - We now display totals at the bottom of the screen and on printed reports that are more aligned with standard accounting practices.

Learning Center

• NEW - Learning Center. 
  Quickly learn the basics, must-know Quicken concepts, and how to apply them to manage your financials. This content is always available, and you can bring it back and review it any time.

Investments Improvements

• Mutual fund price callout
  Mutual fund prices update after markets close. When Quicken identifies a mutual fund, an info icon appears next to the price when the latest price displayed is not from the most recent trading day.  
• See the latest market data
  When looking at your Portfolio while markets are closed, Quicken will automatically show the price change data from the last trading day. It will then automatically advance when markets reopen.
• Asset Classes in Portfolio
  We changed the way securities with multiple asset classes are displayed. Securities with multiple asset classes will display within each relevant asset class alongside a new percentage label that indicates the proportion of the security that falls within that asset class.  
• Cash in Security
  When the funds include "Cash" as one of the asset classes in a mixture, Quicken now differentiates it by naming the asset class "Cash in Security." Renaming the asset class helps to distinguish between cash as an asset and the actual cash in your account. 

6.8.1 Fixes

• FIXED - Fixed an issue that could cause mixed-asset securities to display incorrectly in portfolio views.
• FIXED - Fixed an issue that could cause auto-reconcile status icons to appear, unexpectedly, in the sidebar.
• FIXED - Fixed other minor stability and quality issues.

6.8.2 Fixes

• FIXED - Fixed an issue that could prevent use of, or access to, Quick Pay and Check Pay features.
• FIXED - Fixed a bug that could prevent balances from updating in the Bills & Income > Projected Balances view.

6.8.3 Fixes

• FIXED - Fixed an issue that could result in an empty detail report when clicking to “drill down” into category totals for Summary and Comparison reports.
• FIXED - Fixed other minor stability and quality issues.

We've made great improvements to your Investing experience, and continued to focus on connectivity and overall product stability.

Dark Mode

• NEW - Quicken will now display, by default, in Light Mode or Dark Mode based on your macOS system settings. If you prefer, you can override this setting in Quicken > Preferences.

Investments

• NEW - You can drag and drop to rearrange investment dashboard cards to create a customized view of your investments.
• NEW - You can now drill down into the pie charts in your investment dashboard to see more detailed information about asset class and security allocations.
• NEW - In Simple Tracking investing accounts, you can now manually update your share balance to help track your historical holdings more accurately.
• IMPROVED - We added the ability to calculate investment transactions based on share count and share price for all “Reinvest” transaction types, such as Reinvest Dividend.
• IMPROVED - You can now update share prices directly from the Dashboard and Portfolio views. This is especially handy if you have securities for which prices cannot presently be downloaded, including cryptocurrencies.
• IMPROVED - We relocated the portfolio toolbar so that it now sits above the graph, and added the option to Hide/Show Graph.
• IMPROVED - The portfolio toolbar now adapts to smaller window widths.

Registers

• IMPROVED - To make it easier to find what you’re looking for, Quicken will now highlight transactions as you hover over them with your cursor.

6.7.1 Fixes

• FIXED - Fixed insertion behavior with the QuickMath calculator when using the ‘=’ sign.
• FIXED - Made improvements and bug fixes to editing the share price in portfolio view.
• FIXED - Improved error messages shown during Multi Factor Authentication.
• FIXED - Fixed other minor stability and quality issues.