Quicken Classic for Mac’s winter 2026 updates give you more control over your financial workspace. Enhanced dashboard customization lets you duplicate, delete, and reset cards with ease, while new investment filters help you focus on the securities that matter most.

Quick answers to your questions

Here’s what you need to know about these winter updates:

How can I customize my Home Dashboard? Duplicate cards to reuse layouts, delete what you don’t need, or restore everything to default with one click.

What’s new for investment tracking? Hide unused securities and use the new Currently Held filter to see only the investments you actively own.

Is there anything important about Mac compatibility? Yes. Support for macOS 12 ends with version 8.5. To continue receiving updates and new features, upgrade to macOS 13 or later.

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How does Home Dashboard customization work?

Your Home Dashboard is the center of your financial view, and these updates give you faster, more flexible ways to arrange it exactly how you want.

Duplicate cards for faster setup

Found a card layout you like? Duplicate it instantly instead of rebuilding from scratch. This makes it quick to create multiple cards with similar setups, whether you’re tracking different accounts, time periods, or financial metrics.

Delete cards you don’t need

Remove cards that no longer serve you with a simple delete action. Clean up your dashboard whenever you’re reorganizing or simplifying your view, keeping only what helps you make better financial decisions.

Reset everything with one click

Need a fresh start? The new Restore to Default option instantly resets either a single card or your entire dashboard to its original layout, clearing all customizations in one action. Perfect for when you want to start over or return to the standard view.

Personalize your workflow

These improvements work together to make dashboard management effortless. Experiment with different layouts, try new card arrangements, or start fresh whenever your needs change. Your Home Dashboard adapts to how you work, not the other way around.

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What investment management features are new?

Managing your investments becomes clearer when you can focus on what’s active and hide what’s not. These updates streamline your Securities list, making it easier to track current holdings.

Hide unused securities

Declutter your Securities List by hiding securities you no longer hold or track. Once you hide a security, it won’t be included in your Securities List, and it won’t be shown as an option when you create new investment transactions — such as Sell, Buy, Reinvest, Transfer shares, and so on — making all of these lists shorter, cleaner, and easier to use.

Filter for currently held securities

The new Currently Held filter was highly requested by users, and it’s now live. With one click, view only the securities you actively own right now. No more scrolling past old positions to find your current investments.

Stay organized as your portfolio evolves

Your investment strategy changes over time. These filtering and hiding options ensure your Securities list reflects your portfolio as it exists today, not cluttered with historical data you no longer need to see regularly.

Focus on what matters most

When your investment list shows only relevant holdings, you spend less time navigating and more time analyzing. Review performance, check balances, and make decisions based on your current portfolio — quickly and without distraction.

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Important note about macOS compatibility

Support for macOS 12 will be ending soon. Version 8.5 will be the final release compatible with macOS 12.

You can continue using Quicken Classic on macOS 12, but you will no longer receive updates or new features. To keep getting the latest updates, we recommend upgrading your Mac to macOS 13 or later — which also gives you the latest security enhancements Apple has built in.

FAQs

Here are answers to common questions about these winter updates:

When are these features available?

These updates are expected to be available in Quicken Classic for Mac by mid-January, 2026. Use Check for Updates in the Quicken menu to be sure you’re running the latest version.

Do I need to do anything to access these features?

No setup required. Once you’ve updated to the latest version of Quicken Classic for Mac, these features are automatically available.

Will duplicating a card copy all its settings?

Yes! When you duplicate a card, it copies the complete setup — including all customization settings — so you can use it as-is or modify it from there.

Can I unhide securities after hiding them?

Yes. Hidden securities can be made visible again whenever you need them. The hiding feature is completely reversible.

What happens if I don’t upgrade from macOS 12?

You’ll continue using Quicken Classic version 8.5, but you won’t receive future updates, new features, or security improvements. We strongly recommend upgrading your macOS to maintain full functionality and security.

Where can I get help with these new features?

Quicken Classic for Mac offers free phone and chat support with every subscription. You can also access help articles and community forums for guidance on using any feature.