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 R10.11 (US Versions, July 2018)

Before you take this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud and also make a backup of your data file.

  • Fixed: An issue where, for some users, Quicken crashed when updating bills through One Step Update.

Release R10.10 (US Versions, June 2018)

Before you take this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud and also make a backup of your data file.

  • New: Ability to remove your Data File password using a One Time Password (OTP) that you can receive at your registered mobile or email address.
  • Improved: Updated Alternative Minimum Tax rates for the Married Filing Separately option.
  • Fixed: An issue where editing an existing transaction to use a Memorized Payee did not change the Category/Memo/Tag fields correctly.
  • Fixed: An issue where attempting to print a selected range of pages in a report did not work properly.
  • Fixed: An issue where some bills with the Ignored status were not displayed on the Bills dashboard.
  • Fixed: An issue where the Default Date setting for bills was saved incorrectly.
  • Fixed: An issue where banking transactions from Investment accounts were not displayed on the Spending Graph.
  • Fixed: An issue with adding attachments to Memorized Transactions.
  • Fixed: An issue where some cash transactions were not listed in some Spending reports.
  • Fixed: An issue with linking Bill Reminders to Billers.
  • Fixed: An issue where bills were incorrectly sorted and displayed when the Print check with Quicken option was enabled.
  • Fixed: An issue where Quicken crashed when sending reports or invoices as email attachments.
  • Fixed: An issue where the Budget report did not show any savings when a custom category in the budget was created as Income.
  • Fixed: An issue with the Net Worth calculation.
  • Fixed: An issue where the Industry name was listed incorrectly on the Portfolio View.
  • Fixed: An issue with hiding budget categories.
  • Fixed: An issue where blank transactions were entered in the Register during a Bill refresh.
  • Fixed: A few user interface issues, text issues, and crashes.

Release R9.34 (US Versions, June 2018)

Before you take this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud and also make a backup of your data file.

  • Fixed: An issue where, for some users, the Reauthorize option was enabled even after a Capital One account had been successfully authorized.
  • Fixed: An issue where One Step Update could fail after updating a Financial institution password in Quicken.

Release R9.33 (US Versions, June 2018)

Before you take this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud and also make a backup of your data file.

  • Fixed: An issue that caused the balance numbers and labels at the bottom of some Account Registers to be clipped or partially obscured.

Release R9.30 (US Versions, May 2018)

Before you take this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud and also make a backup of your data file.

  • Improved: Capital One has changed the way you access your accounts through Quicken. For more information about what to expect with this change, please see this FAQ .
  • Fixed: An issue where some bills were not displayed on the Bills dashboard.
  • Fixed: An issue where, in some cases, the Paid bills and the Ignored bills were displayed on the Bills dashboard.
  • Fixed: An issue where, in some cases, the investment income transactions were not categorized.
  • Fixed: An issue where, for some users, Quicken crashed when adding a 401(k) or a 403(b) account.
  • Fixed: An issue where the unused payees were not removed from the memorized payee list, even if the preference was set to remove.
  • Fixed: An issue where the One Step Update action took longer than expected to complete.
  • Fixed: An issue with the calculation of the transaction cost basis in a Removed transaction.
  • Fixed: An issue where validation of duplicate check numbers did not happen correctly.
  • Fixed: A few UI/Text issues and crashes.
  • Fixed: An issue where, in some cases, online bills showed incorrect due dates.
  • Fixed: An issue with the calculation of cash balance for investment transactions.
  • Fixed: An issue where the commission amount was not deducted from the total sale value.
  • Fixed: An issue where, in some cases, online bills were not updated in the Calendar view correctly.
  • Fixed: An issue where, in some cases, incorrect number of pages were printed.
  • Fixed: An issue where, in some cases, Quicken crashed when printing invoices.
  • Fixed: An issue where, in some cases, customizations to the Income vs. Expenses graphs were not applied correctly.
  • Fixed: An issue where the Current Budget report displayed the zero value amounts, though it was configured to display only the non-zero value amounts.
  • Fixed: An issue where some users were unable to delete the transactions from the Reconcile window.
  • Fixed: An issue with the Fit to One Page Wide printing option.
  • Fixed: An issue where Zillow estimates were not carried forward after the data file conversion.
  • Fixed: An issue where exporting transactions to Microsoft Excel took longer than expected.
  • Fixed: An issue where the Copy File copied some transactions that were not in the specified date range.
  • Fixed: An issue with text alignment when printing reports​.

Release R8.10 (US Versions, May 2018)

Before you take this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud and also make a backup of your data file.

  • Fixed: Fixed an issue where users would be unable to access data files during a Quicken.com outage.
  • Fixed: A financial institutions download issue on upgrading from Quicken 2015 for some users.

Release R8.8 (US Versions, April 2018)

Before you take this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud and also make a backup of your data file.

  • Action: When you receive a 'success' message while signing in to Quicken, please perform a Control + Validate file operation (Press the control key and select File Menu > File operations > Validate & Repair).
  • Improved: Quicken now has the ability to remember and auto-suggest the last email address used in the 'From' and 'Subject' fields when emailing invoice or reports.
  • Improved: Online bills now appear on the Home tab calendar widget.
  • Improved: File validate to discover 0:0 stock splits.
  • Improved: Long-term capital gain UI of the Tax Planner will now show scheduled transactions.
  • Fixed: An issue for some users where new bills were not showing up on the dashboard.
  • Fixed: An issue where the Investment transaction report shows cash transactions even when the cash action is not selected.
  • Fixed: Print budget did not honor customization.
  • Fixed: An issue where emailed invoices to multiple recipients with a space after the semicolon failed.
  • Fixed: An issue for some users where skipping a bill entered the transactions in the register.
  • Fixed: An issue where 'Account Type' would show as 'unknown' in Add Account flow.
  • Fixed: An issue where invoice reminders were not appearing in combined Bills & Income view.
  • Fixed: An issue for some users where the Bills & Income reminders tab was not appearing in the register.
  • Fixed: An issue where paid and upcoming bills were not appearing under the right dates in Stack view.
  • Fixed: A few UI/Text issues and crashes.
  • Fixed: An issue where reminder amounts were incorrectly displayed under the Project Balances tab.
  • Fixed: A performance issue while loading the Category List.
  • Fixed: An issue where the 'Include Paid' filter was not appearing under the Income & Transfers tab.
  • Fixed: A focus issue on the incorrect investment transaction when the cash balance was being updated.
  • Fixed: An issue where memorized investing transactions were not accessible when in 'Standard' menu mode.
  • Fixed: An issue where scroll bars were not visible on the home screen reminder widget.
  • Fixed: An issue where account-related actions were not displayed when clicking on the Accounts Action button.
  • Fixed: An issue where you would not have been able to reconcile online accounts to paper statements without entering charges, cash advances, payments & ending balance.
  • Fixed: An issue where account names & action buttons were truncated on pop-up investment registers.
  • Fixed: An issue for some users where long-term capital gains were being displayed incorrectly in the tax planner.
  • Fixed: An issue where matching downloaded transactions to transfers caused a broken link.
  • Fixed: A sorting issue on the Accounts List screen.
  • Fixed: An issue where the security search field length was not displaying appropriate characters.
  • Fixed: An issue where entering double-digit dates was not allowed on the reports custom dates field.
  • Fixed: An issue where total transactions & amounts were incorrectly displayed under the Spending tab.
  • Fixed: An issue for some users where recurring reminders were not being created in Calendar view.
  • Fixed: An issue where the 'Payments' column was truncated on the Vendor payments screen.

Release R7.5 (US Versions, March 2018)

Before you take this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud and also make a backup of your data file.

  • New: You can now track your emails (Invoice, Reports, Business & Rental documents, Rent receipts) sent from Quicken by sending a copy to self.
  • New: You can now CC & BCC emails (Invoice, Reports, Business & Rental documents, Rent receipts) sent from Quicken.
  • New: Support for sending emails to multiple recipients in Invoice, Reports, Rent receipts at one go. Separate the addresses with semicolon to email multiple recipients.
  • Improved: Stack view & Calendar view experience and appearance in Bills.
  • Improved: You can now Report a Problem directly from the One Step Update dialog.
  • Fixed: An issue where entering an online bill took an incorrect amount & date in some cases.
  • Fixed: A few UI / Text issues and crashes.
  • Fixed: An issue where credit card reconcile was missing clearable transactions.
  • Fixed: An issue where the budget filter would reset in some cases.
  • Fixed: An issue where cleared transactions were omitted from the reconcile list.
  • Fixed: You can add manual bills in offline mode.
  • Fixed: An issue where bills were not appearing on Stack view after upgrade in some cases.
  • Fixed: An issue where custom dates in reports showed up incorrectly.
  • Fixed: Dates in tax calendar for 2018.
  • Fixed: Qualified Dividend Income Calculated incorrectly in Tax Planner AMT Section.
  • Fixed: An issue where negative Net Investment Income Tax computed incorrectly under certain conditions.
  • Fixed: An issue where alerts icon did not clear up in some cases.

Release R6.11/R6.12 (US Versions, Feb 2018)

Before you take this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud and also make a backup of your data file.

  • Improved: Bills Calendar view is back!
  • New: You can now email reports directly from Quicken.
  • New: Export register transactions to Excel.
  • New: Add your Bill Pay 'favorites' and see them listed in the new Bills Dashboard for quick access and easy payments.
  • Improved: Improved the recent file list in the Quicken file menu to better handle recently removed data files.
  • Fixed: An issue where Link to Biller was being displayed even for Income reminders.
  • Fixed: An issue with sorting order in the Stack view.
  • Fixed: Cleaned up the filters in the Bill Dashboard.
  • Fixed: An issue where credit card payments which are set as transfers, were shown as charges on the credit card register.
  • Fixed: An issue where 'Biller already exists' error was being displayed in some cases, while adding a new bill.
  • Fixed: An issue where 'Please enter a valid date' error was being displayed in some cases, when accepting downloaded transactions or while entering new transactions on the register.
  • Fixed: A few UI / Text issues and crashes.
  • Fixed: Manual bills showed 'Pay' as a default action, even though it wasn't set to use bill pay.
  • Fixed: Show/Hide Passwords toggle was visible even in dialogs which do not show and hide passwords.
  • Fixed: An issue where you might not have been able to edit loan reminders.
  • Fixed: An issue where One Step Update always gives warning that 'Not all bills updated' even when no bills are in error.
  • Fixed: An issue where editing the current, and all future instances of the bill, changed the past instance as well.
  • Fixed: An issue where incorrect dates were being shown on the Recent Payments bar.
  • Fixed: An issue where clicking on 'No' on suggested reminders didn't take any action.
  • Fixed: An issue where the Blue dot was being displayed incorrectly even when there were no new bills.
  • Fixed: An issue where the incorrect account was being displayed on the bill linking confirmation screen.
  • Fixed: An issue where reports were not displaying the categories correctly when there is multiple levels of category nesting.
  • Fixed: A few issues with annual budget view printing.
  • Fixed: An issue where resetting columns on the report customization window did not reset the columns.
  • Fixed: An issue where the rent due date changes incorrectly if the lease start date or move-in date is changed.
  • Fixed: An issue where attachments were being lost during file copy in some cases.
  • Fixed: An issue where an incorrect Bill Due count was displayed on the Bill and Income reminder tab under the account register.
  • Fixed: An issue where the Create Backup dialog box was not appearing while closing Quicken by clicking on File menu – Exit.
  • Fixed: An issue where the Tax Planner dates and W4 rates were incorrect.
  • Fixed: An issue where sorting of bills in the Stack View was incorrect.
  • Fixed: An issue where the Rental Properties Profit and Loss View filters were getting reset automatically.
  • Fixed: An issue where the Investment Transaction Report does not show the Cash + Invest Column even though it is checked as a default column.
  • Fixed: An issue where the Mileage tracker toolbar icon vanishes from the toolbar upon restarting Quicken.
  • Fixed: A crash while exporting to .QXF format.

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.

______________________________________________________________________

 

 

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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