2018 Release of Quicken for Windows Release Notes

Product Version
Windows 2018
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Listed below are prior release notes for the 2018 Release of Quicken for Windows. For current release notes and download links for the latest update, please see 2018 Release of Quicken for Windows Update and Mondo Patch.

Release R5.20 (US Versions, Feb 2018)

  • Fixed: Ability to notify you about changes in your membership status or other important messages.
  • Fixed: An issue where paycheck wizard did not show the accounts which were being synced to mobile.
  • Fixed: An issue where the Business tab was non-responsive.
  • Fixed: An issue where the Online bills tab indicated that there were payments to be sent, even when there weren't any.

Release R5.15 (US Versions, Jan 2018)

  • New: Home, Business & Rental property users can now include PayPal web link in rent reminder emails. Get your rents paid faster!
  • New: Email your rental & business documents directly from Quicken.
  • Improved: Ability to re-order columns in transaction report.
  • Improved: The Bills Stack view is back! Bills calendar is coming next. Stay tuned.
  • Improved: Updated 2018 tax rates and standard mileage rates.
  • Fixed: A few crashes and UI issues.
  • Fixed: A crash which users experienced on opening the data file after January 1st.
  • Fixed: An issue where font changes were not being remembered during print setup.
  • Fixed: An issue where temporary accounts were created during accounts reset in some scenarios.
  • Fixed: An issue where Investment accounts were not visible in Mobile Sync & Edit Accounts dialog for some users.

Release R4.10 (US Versions, Jan 2018)

  • Fixed: A typo in the 'Show Recent Payments' button.

Release R4.6/R4.7 (US Versions, Dec 2017)

  • New: Ability to set budgets only for specific accounts.
  • New: A way to send your issues to Quicken with appropriate logs and screenshots.
  • Improved: Investment transaction entry. Security dropdown now allows you to search by name / symbol.
  • Improved: Bills view can now combine all reminder types in a single dashboard.
  • Improved: You can now link / unlink specific accounts from each online biller.
  • Improved: Some enhancements in invoice emails.
  • Fixed: A few crashes and UI issues.
  • Fixed: An issue where you wouldn't have been able to view Property & Debt tab in some cases for Home and business tier.
  • Fixed: An issue where menu bar was missing for few cases.
  • Fixed: An issue where outstanding invoices were not being displayed on 'Receive payment' screen.
  • Fixed: An issue where online biller was not linked to a reminder in some cases.
  • Fixed: An issue where income and transfer reminders were being shown for linking to a biller.
  • Fixed: An issue where 'Cancel' button behavior was not intuitive in OSU settings screen.
  • Fixed: An issue where incorrect transactions were displayed on transaction report.
  • Fixed: An issue where invoice with partial amount paid was using the total amount for the payment web link.
  • Fixed: An issue where loan reminder gets into a loop and adds duplicate reminders which results in a crash.
  • Fixed: An issue where accounts set up for mobile sync were not appearing in Pay Check set up wizard.
  • Fixed: An issue where Quicken window size and position was lost after taking a patch.
  • Fixed: An issue where drop down menu was getting collapsed when user hovers on a submenu.
  • Fixed: An issue where clicking on the menu was causing a click on the screen underneath.

Release 4.7

  • Fixed: An issue where setting the font for reports would have impacted reports printing.

Release R3.4 (US Versions, Dec 2017)

  • Fixed: An issue where bills dashboard would have shown 'Auto' and 'Repeating' labels incorrectly, in a few scenarios.
  • Fixed: A few issues related to printing.

Release R3 (US Versions, Nov 2017)

  • Fixed: An issue where duplicate accounts were being created after doing a reset and restore backup.
  • New: Ability to Print annual view of budget.
  • New: Ability to upload document for each project / job.
  • New: Paid stamp on invoices.
  • Improved: Added the ability to sort account list alphabetically.
  • Improved: Added the Ability to remember OSU settings.
  • Improved: Added the ability to choose 'all' or 'no' categories for budget.
  • Improved: Security Matching window changes to facilitate better search while matching.
  • Improved: Added the ability to save OSU settings without having to trigger an OSU.
  • Improved: Enhanced the 'Export Summary' window for PDF export of reports.
  • Fixed: An issue where the number of bills displayed on the dashboard was limited.
  • Fixed: An issue where the signature on old rent receipts get updated if you change the signature later for another invoice.
  • Fixed: An issue where 'Tag' field was missing while adding a new business.
  • Fixed: A few crashes.
  • Fixed: Some text and UI issues.
  • Fixed: An issue where your online bills might have been lost if you sign out and sign in back as same user.
  • Fixed: An issue where credit score goes missing on the account bar after mobile sync.
  • Fixed: For online bills that are linked to manual reminders, the default button on dashboard should not be 'Pay', if the billpay is disabled for the reminder.
  • Fixed: Sorting issues with bill history view.
  • Fixed: An issue where bills were being shown as deposits in some cases.
  • Fixed: An issue where the manual reminders were being lost when they were linked to online bills which were in error state.
  • Fixed: An issue where paid bills were disappearing in biller view.
  • Fixed: An issue with transaction reconciliation where if there is an opening balance adjustment, Quicken enters a $0 balance adjustment for every reconciliation.
  • Fixed: An issue where reconciliation was excluding post-dated transactions.
  • Fixed: An issue with ROI calculation if there was a cash balance in the account.
  • Fixed: An issue where recent payments on bills was not sorted by date.
  • Fixed: An issue where Quicken wasn’t calculating total for Buy, Sell, Cover Short, Short sale transactions, unless a price is mentioned.

 

Release R2.2/R2.3 (US Versions, Oct 2017)

Register

  • Fixed: An issue in Starter tier, where you would not have been able to enter manual transactions.

General

  • Fixed: A couple of UI issues related to ‘Bills Dashboard’ and ‘Split Transaction’ windows.

Release R2 (US Versions, Oct 2017)

What’s new in the 2018 release of Quicken for Windows?

PDF download of bill statements and Bill alerts

  • Fixed: Get PDF statements from the top bill providers automatically. No more having to go to each biller website to download statements for safe keeping.
  • Fixed: New / Upcoming Bill Alerts will now be delivered via email.
  • Improved: Bills Dashboard puts Downloaded Bills, Reminders and one-click Bill Pay all in one place.
  • Improved: Link bills to automatically update balances every month--including bills that change each month like credit cards, without you having to visit bank or biller website.

Visual Enhancements

  • Fixed: Color toolbar icons.
  • Fixed: Ability to set a white or grey background across Quicken.
  • Fixed: Ability to set custom graph colors.
  • Improved: Additional ‘Tab Color Themes’.
  • Fixed: Live preview of UI preferences.

Mobile Enhancements

  • New: Cloud account management (rename, delete).
  • New: Ability to sync multiple data files to mobile, using the same user ID.

Report Enhancements

  • New: Font size control for reports.
  • New: Customize report alternative row color and line spacing.
  • New: Export any report to Excel.
  • Improved: Maximum number of columns increased from 100 to 250.
  • Improved: Maximum number of report rows increased from 32,000 to 256,000.

Enhancements to Rental Property Management

  • New: Email rent reminders to your tenants.
  • New: Email rent receipts to your tenants.
  • New: Add and store property documents (leases, legal documents, photos, etc.).

Enhancements to Home and Business Management

  • New: Email invoices directly from Quicken.
  • New: Add and store business-related documents (contracts, invoices, orders, photos, etc.).
  • New: Include weblinks on your emailed Invoices--PayPal payment links, Yelp reviews, maps.
  • Improved: Modernized Invoice Forms with improved customization capabilities.
  • Improved: Redesigned Cash Flow / Profit and Loss and Account Overview tabs.

Investment Enhancements

  • New: Move Investment Transactions Feature.
  • New: Archive Investment Transactions Feature.
  • New: Buy and Hold Analyzer - equities and mutual funds.
  • Improved: Added CUSIP field as one of the columns displayed in the security list.
  • Improved: Standardized the display of ‘Hidden Securities’.
  • Improved: Included an option to include ‘All Shares’ for Cover Short transactions.
  • Improved: Added ability to resize columns in Security list.

Other Enhancements

  • New Quicken authentication with fewer MFA challenges.
  • Free 5GB of online storage for backup files.
  • Extended QIF import to support all account types.
  • Faster category list display.

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Quicken Canada 2018 Release Notes

Release R1 (Canada Versions, Dec 2017)

What’s new in Quicken 2018?

Bills

  • Improved: : Automatic checklist of upcoming bills in improved bills dashboard.

Visual Enhancements

  • Fixed: Color toolbar icons.
  • Fixed: Ability to set a white or grey background across Quicken.
  • Fixed: Ability to set custom graph colors.
  • Improved: Additional ‘Tab Color Themes’.
  • Fixed: Live preview of UI preferences.

Mobile Enhancements

  • New: Cloud account management (rename, delete).
  • New: Ability to sync multiple data files to mobile, using the same user ID.

Report Enhancements

  • New: Font size control for reports.
  • New: Customize report alternative row color and line spacing.
  • New: Export any report to Excel.
  • Improved: Maximum number of columns increased from 100 to 250.
  • Improved: Maximum number of report rows increased from 32,000 to 256,000.

Enhancements to Home and Business Management

  • New: Email invoices directly from Quicken.
  • New: Add and store business-related documents (contracts, invoices, orders, photos, etc.).
  • Improved: Modernized Invoice Forms with improved customization capabilities.
  • Improved: Redesigned Cash Flow / Profit and Loss and Account Overview tabs.

Investment Enhancements

  • New: Move Investment Transactions Feature.
  • New: Archive Investment Transactions Feature.
  • New: Buy and Hold Analyzer - equities and mutual funds.
  • Improved: Added CUSIP field as one of the columns displayed in the security list.
  • Improved: Standardized the display of ‘Hidden Securities’.
  • Improved: Included an option to include ‘All Shares’ for Cover Short transactions.
  • Improved: Added ability to resize columns in Security list.

Other Enhancements

  • New Quicken authentication with fewer MFA challenges.
  • Free 5GB of online storage for backup files.
  • Extended QIF import to support all account types.
  • Faster category list display.

Release R2 (Canada Versions, Dec 2017)

  • Fixed : Ability to notify you about changes in your membership status or other important messages.

Release R3.12 (Canada Versions, Jan 2018)

  • New : Email your business documents directly from Quicken.
  • New : Ability to email reports.
  • New : A way to send your issues to Quicken with appropriate logs and screenshots.
  • Improved : The Bills Stack view is back! Bills calendar is coming next. Stay tuned.
  • Improved : Investment transaction entry. Security dropdown now allows you to search by name / symbol.
  • Improved : Bills view can now combine all reminder types in a single dashboard.
  • Improved : Some enhancements in invoice emails.
  • Fixed : An issue where setting the font for reports would have impacted reports printing.
  • Fixed : A few crashes and UI issues.
  • Fixed : An issue where font changes were not being remembered during print setup.
  • Fixed : An issue where temporary accounts were created during accounts reset in some scenarios.
  • Fixed : An issue where Investment accounts ware not visible in Mobile Sync & Edit Accounts dialog for some users.
  • Fixed : An issue where you wouldn't have been able to view Property & Debt tab in some cases for Home and business tier.
  • Fixed : An issue where menu bar was missing in a few cases.
  • Fixed : An issue where outstanding invoices were not being displayed on 'Receive payment' screen.
  • Fixed : An issue where incorrect transactions were displayed on transaction report.
  • Fixed : An issue where loan reminder gets into a loop and adds duplicate reminders which results in a crash.
  • Fixed : An issue where accounts set up for mobile sync were not appearing in Pay Check set up wizard.
  • Fixed : An issue where Quicken window size and position was lost after taking a patch.
  • Fixed : An issue where drop down menu was getting collapsed when user hovers on a submenu.
  • Fixed : An issue where clicking on the menu was causing a click on the screen underneath.
  • Fixed : A few issues related to printing.
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