2018/2019 Release of Quicken for Windows Release Notes (Subscription Product)

Product Version
Windows 2019
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Listed below are prior release notes for the 2018/2019 Release of Quicken for Windows. For current release notes and download links for the latest update, please see 2018/2019 Release of Quicken for Windows Update and Mondo Patch.

Release R21.16 (US Versions, Aug 2019)

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 in which the One Step Update Summary was not properly displaying an error code for restricted financial institutions having multiple accounts.
  • Fixed: An issue in which One Step Update was required after users ran a backup of their data file.
  • Fixed: An issue in which some users were experiencing crashes in the budget module.
  • Fixed: An issue in which a linked Cash Account would not update properly when multiple securities were sold.
  • Fixed: An issue in which Quicken Home Inventory was not passing information properly to Quicken.

Release R21.12 (US Versions, Aug 2019)

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.

  • Improvement: We cleaned up the One Step Update Summary screen for better display of errors and other information. 
  • Improvement: We sped up the biller login process and added localization to the bill refresh process.
  • Improvement: We simplified the setup process for new users by automatically assigning them the preference of Download transactions when Quicken starts.
  • Fixed: An issue in which budgets were losing user-entered transfer categories. Please note that any previously lost transfer categories will need to be re-entered by the user.
  • Fixed: A synchronization issue that was preventing accounts removed in Quicken Windows from being removed in the mobile and web applications. 
  • Fixed: An issue in which the application was lagging or crashing when users attempted to deactivate the online account.
  • Fixed: An issue in which Lifetime Planner was not calculating spouse Required Minimum Distributions properly.
  • Fixed: A synchronization issue with the mobile app in which financial transactions were getting deleted after a sync.
  • Fixed: An issue in which the Quicken client would repeatedly ask the user to create a rename rule for payees that have already been set up with a Do not rename rule.
  • Fixed: An issue in which Quicken was not automatically refreshing a request after receiving an error from aggregation services.
  • Fixed: An issue in which the message Unknown error was appearing under bills.
  • Fixed: An issue with multi-monitor displays in which drop-down lists, calendars, and other elements did not appear in the correct locations. 
  • Fixed: Removed the inactive applications Quicken Online Backup & Billminder from the installer.

Release R20.15 (US Versions, July 2019)

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 sync your Asset and Liability accounts to Quicken mobile and web to get a more complete picture of your net worth anytime, anywhere.
  • Improved: We simplified the new budget setup process. You now have the option to select the categories you wish to budget and set the budget amounts up front, rather than starting with a pre-selected budget based on your past spending.
  • Fixed: An issue with Online Bills where the bill due date was not retained after entering a bill.
  • Fixed: An issue where, when entering an investment transaction, the 'Show cash in checking account' option did not allow you to select an account.
  • Fixed: An issue where editing a transaction while the register is sorted in descending date order could create a duplicate transaction.
  • Fixed: An issue where Quicken always launched on the primary monitor.
  • Fixed: An issue where categories were appended with 'ZZZZZ' when importing a .QXF file.
  • Fixed: An issue where the button used to update your property value with Zillow was disabled.
  • Fixed: An issue where Quicken could freeze on a setup 'success' screen.
  • Fixed: An issue where some bills imported from 2017 were not being displayed in the Bills dashboard.
  • Fixed: An issue where some Online Bills were showing as 'Awaiting next bill' even if a new bill was available.
  • Fixed: An issue where newly downloaded transactions were sometimes not marked as new (blue icon) after a sync to web and mobile.
  • Fixed: An issue where a manually entered security name was being added to the ticker symbol field instead of the name field during manual security setup.
  • Fixed: An issue where an investment register sometimes displayed invalid descriptions for Div, DivX, IntInc, and IntIncX transactions.
  • Fixed: An issue where the 'last sync date' displayed on the Mobile & Web tab was not updated after a sync.
  • Fixed: An issue where a saved report using the 'custom to date' setting could display with the incorrect date range when accessed from the Reports & Graph center (it was displayed up to the date it was saved instead of 'to date.' It displayed with the proper date range when accessed from the reports menu).
  • Fixed: The Adjust Share Balance action in the investing register now creates an adjustment transaction instead of a placeholder transaction.
  • Fixed: An issue where the Share Balance column was not displayed correctly in single mutual fund accounts.
  • Fixed: An issue where entering a manual security sometimes added that security to a watchlist by default.
  • Fixed: An issue where changing the investment action for an existing transaction did not display all relevant fields for the newly selected action in some cases.
  • Fixed: An issue where the investing register did not have keyboard focus when opened.
  • Fixed: An issue where the Property and Debt tab appears when you add a new account even though it is turned off in the View menu.
  • Fixed: An issue where scheduled payments for rental properties with linked mortgages are listed twice on the Upcoming Bills dashboard.
  • Fixed: An issue where reminders that had transfers to liability accounts within a split would not display in the liability account register even when reminders were turned on.
  • Fixed: An issue where scheduled loan reminders could display the entire loan amount when viewed in the liability account register (instead of just the principal amount).
  • Fixed: Multiple issues related to syncing budgets to Quicken web and mobile.
  • Fixed: A few interface issues and crashes.

Release R19.55 (US Versions, July 2019)

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: A few internal bug fixes.
  • Improved: Improved download reliability for Fidelity Investments.
  • Fixed: A few crashes.

Release R19.52 (US Versions, June 2019)

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, in some cases, Quicken could be stuck on the ‘Success’ page after signing in.
  • Fixed: Multiple issues that could cause Quicken to crash.

Release R19.44 (US Versions, May 2019)

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 access My Account directly from the Help menu (Help > My Quicken Account). My Account is the place where you can manage your Quicken ID, password, email address, subscription preferences, and more.
  • Improved: This release has a number of user interface enhancements and bug fixes.
  • Fixed: An issue where checking your Membership status from the Help menu did not immediately update the file with the latest expiration date.
  • Fixed: An issue where, after activating your subscription in Quicken, your last used data file was not automatically opened.
  • Fixed: An issue where some users were not able to add a Capital One 360 account.
  • Fixed: An issue where a change to a transaction’s status made on Quicken on the Web could sometimes fail to sync back to Quicken desktop.
  • Fixed: Updated the W4 tax rates and mileage rates in the Tax Planner.
  • Fixed: An issue where the 'new' status (blue icon) of a transaction was not cleared after the transaction was edited.
  • Fixed: An issue where a subscription alert message could still display immediately after the subscription was renewed due to a timing problem with alerts.
  • Fixed: An issue where, for some users, the 'Filing Status' in the Tax Planner was not being saved.
  • Fixed: An issue where matching a manual transaction to a downloaded transaction did not retain the Tag or Attachment from the manual transaction.
  • Fixed: An issue where a prompt to enter a Password Vault password could not be dismissed.
  • Fixed: An issue where the One Step Update dialog was not displayed even after the 'Download transactions when Quicken starts' preference was set.
  • Fixed: A number of Online Bill and Bill Dashboard issues.
  • Fixed: A number issues that could occur when a budget was synced for display on Quicken Mobile & Web.
  • Fixed: A few crashes.
  • Fixed: An issue where, in some cases, bills were not showing up in the Calendar View.

Release R18.16 (US Versions, April 2019)

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: A few internal bug fixes and improvements.
  • Fixed: An issue where, in some cases, Quicken would freeze when an in-product message was open in the background.  

Release R18.15 (US Versions, Feb 2019)

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 the Capital Gains Report could give incorrect results due to the report assuming improper lot sell order. Also note that this issue impacted just the reporting, not the underlying data. After this fix, the reporting should be correct without requiring any changes to your investment transactions.
  • Fixed: An issue where the One Step Update window unnecessarily displayed an option to Download latest cleared transactions and balances for all accounts.

Release R18.14 (US Versions, Jan 2019)

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: You can now send and receive bill payments without doing a full transaction download. This is useful if you have a financial institution that limits the number of downloads you can perform each month. (It’s also faster than doing a full One Step Update.) When you run a One Step Update, just check the Bring my payment information up to date option to send and receive bill payments.
  • Fixed: An issue where your Quicken membership status could continue to display as expired immediately after renewing your membership.
  • Fixed: An issue where some Capital One customers were unable to perform scheduled updates after using Capital One’s secure sign-in method.
  • Fixed: An issue where matching manually entered transactions to downloaded transactions was not possible for transactions with attachments.
  • Fixed: An issue where Quicken displayed an incorrect membership expiration message when signing out of a data file.
  • Fixed: An issue where, in some cases, editing a paycheck transaction in the register removed associated transfer transactions to other accounts.
  • Fixed: An issue where the option to select accounts for Quicken Mobile and Web sync was not available for some users.
  • Fixed: An issue where cleared transactions dated after the statement ending date were incorrectly included in reconciliation.
  • Fixed: Multiple Quicken Mobile and Web sync issues.
  • Fixed: A few user interface issues, text issues, and crashes.
  • Discontinued: Due to low usage, the ability to automatically set an asset allocation target based on a model portfolio during asset allocation is no longer available.

Release R17.6 (US Versions, Dec 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 transactions that were previously accepted appeared in the Compare-to-Register area after performing a One Step Update.

Release R17.5 (US Versions, Dec 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: Quicken now provides two options when entering Bill Pay transactions from within Quicken.
    • When entering an Online Payment select Send Now to send a single bill immediately.
    • Select Send Later to enter the Bill Payment in your register and it will work as it always has and will be sent with all the other bills during your next One Step Update.
  • Improved: Updated the tax rates for 2019. The new tax rates are effective January 1, 2019.
  • Improved: Added a new option that allows you to repair invalid price history records as part of the Validate and Repair operation.
  • Fixed: An issue where the Bill Reminder Stack View did not show all reminders for some users.
  • Fixed: Multiple issues with the share price calculation when using the Mutual Fund Conversion operation.
  • Fixed: An issue where the End Date for a bill and income reminder was not saved correctly.
  • Fixed: An issue that caused some users to mistakenly get a "Your membership has expired…" message when performing a One Step Update.
  • Fixed: An issue where Quicken could crash when exporting a Quicken Transfer Format (.QXF) file.
  • Fixed: An issue where a tax calculation was incorrect when the value of Net Taxable Capital Gains and Losses was negative.
  • Fixed: An issue where some users were unable to copy Data Files using the File > File Operation > Copy and File > File Operations > Year End Copy options.
  • Fixed: An issue where loan payments generated an extra $0.00 split in some cases.
  • Fixed: An issue with printing reports.
  • Fixed: Multiple Quicken Mobile and Web sync issues.
  • Fixed: A few user interface issues, text issues, and crashes.

Release R16.14 (US Versions, Dec 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 the Income vs. Expenses snapshot added to the home screen would display an incorrect graph after clicking Show as Full Graph.
  • Fixed: An issue where some accounts were displayed twice in the Quicken Mobile App.
  • Fixed: A rare issue where, after selecting Sign in as a different user, some users were prompted to sign in multiple times after signing in successfully.
  • Fixed: An issue where using the Write Checks window to make a credit card payment could result in duplicate transactions in some specific scenarios.
  • Fixed: Multiple Quicken Mobile and Web sync issues.
  • Fixed: A few user interface issues, text issues, and crashes.

Release R15.19 (US Versions, Nov 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, a few entries in the account registers were either incorrect or not displayed.

Release R15.16 (US Versions, Oct 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: When you restore a data file using a backup file, Quicken now overwrites any corresponding data on Quicken Cloud with the backup file data.
  • Fixed: A few crash issues.

Release R15.15 (US Versions, Oct 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: You can now edit Transfer transactions on Quicken Web.
  • Fixed: An issue where changes to the reconcile statement end date were not saved correctly.
  • Fixed: An issue where Quicken crashed when updating bills.
  • Fixed: An issue where the Bills History page displayed the incorrect date of payment when multiple Overdue bills were marked as Paid.
  • Fixed: An issue where Quicken crashed on selecting the Multiple accounts option in Projected Balances.
  • Fixed: An issue where, in some cases, subtotals where not displayed in Spending reports.
  • Fixed: An issue where some users were prompted to enter a Quicken activation code even though Quicken was already activated.
  • Fixed: An issue where, for some users, Quicken crashed when attempting to delete an account.
  • Fixed: An issue where some fields were not printed in invoices.
  • Fixed: An issue where the expected income was incorrect on entering a paycheck reminder.
  • Fixed: An issue where the Downloaded ID and Posting Date fields had incorrect values on entering a future dated reminder.
  • Fixed: A few user interface issues, mobile and web sync issues, text issues, and crashes.

Release R14.27 (US Versions, Oct 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 One Step Update displayed an incorrect error message.

Release R14.23 (US Versions, Oct 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.

Welcome to Quicken 2019! As a Quicken Member, you always get the latest version of Quicken – no more upgrading to get the latest features and fixes. Thank you for being a Quicken customer!

  • New: Quicken Desktop’s key features now available for all members from any computer via the web!
    • View balances, budgets, accounts, and transactions
    • See spending trends by category, payee, and more
    • Your accounts sync across desktop, web, and mobile
    • Enjoy a fresh, streamlined Quicken experience
    • Just sync your accounts and go to app.quicken.com
  • Fixed: An issue where previously accepted transactions that were edited on mobile or web could reappear in the 'Downloaded Transactions' section of the register to be accepted again.

Release R14.21 (US Versions, Oct 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: Ability to include or exclude attachments when you copy data files. By default, attachments are included while copying data files. However, you can uncheck the Include attachments option to exclude copying attachments.
  • Fixed: An issue with using filters on the Investment Report.
  • Fixed: An issue with adding attachments to accounts.
  • Fixed: An issue where the Income vs. Expenses graph displayed incorrect information in some cases.
  • Fixed: An issue where the PayPal payment links were not generated correctly for invoices with a value higher than $999.99.
  • Fixed: An issue where Reconciliation reports did not list the most recent transactions.
  • Fixed: An issue where you were required to sign in after updating your profile information.
  • Fixed: An issue where, in some cases, new payees were not added to the memorized payee list, even though you configured them to be added automatically.
  • Fixed: Multiple issues with reports that include investing accounts with split cash transactions.
  • Fixed: An issue where, for some users, the One Step Update summary displayed successful reminder sync to Outlook, even though the option to sync reminders to Outlook was disabled.
  • Fixed: An issue where, in some cases, Quicken crashed when changing the connection method from Web Connect to Direct Connect.
  • Fixed: An issue where bill reminders continued to appear even after ignoring the reminders multiple times.
  • Fixed: An issue where renaming rules did not apply correctly for transactions downloaded using some Web Connect accounts.
  • Fixed: An issue where the split transaction window would not honor the register’s payment or deposit selection.
  • Fixed: An issue where the ending balance was not adjusted when a bill marked as paid was deleted.
  • Fixed: An issue where the column sorting icons and action buttons were not visible in the Bill and Income Reminders section at the bottom of a register.
  • Fixed: An issue where dividend and reinvested dividend transactions were shown as both income and expense in the investment transaction report.
  • Fixed: An issue where incorrect tax line items could display in the Gains and Income section of the tax planner.
  • Fixed: An issue where the Return to Reconcile option was available, even though there were no transactions to reconcile.
  • Fixed: Incorrect IRA contribution limits in the Lifetime Planner.
  • Fixed: A few user interface issues, mobile and web sync issues, text issues, and crashes.

Release R12.15 (US Versions, Sept 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 transaction password using a One Time Password (OTP) that you can receive at your registered email address or through a text message to your registered mobile number.
  • Improved: Updated Required Minimum Distribution (RMD) calculation and IRA contribution limits in the Lifetime Planner.
  • Improved: Accounts in the account bar now show cents in account balances by default. To change this, you can right-click any account and uncheck the Show cents in amounts option.
  • Improved: In addition to your backup settings, data files are now automatically backed up each time you update Quicken to the latest version.
  • Fixed: An issue with printing the Lifetime Planner report.
  • Fixed: An issue where the display settings on the Spending tab were not retained after restarting Quicken.
  • Fixed: An issue where One Step Update did not download all the transactions for an account in some cases.
  • Fixed: An issue where, in some cases, subtotals in the Portfolio Value report were miscalculated.
  • Fixed: An issue where a newly added investment transaction retained the security of the previously entered transaction.
  • Fixed: An issue where renaming rules did not apply correctly for transactions downloaded using some Web Connect accounts.
  • Fixed: An issue where transaction recategorization did not work as expected.
  • Fixed: An issue where the Graph and Chart Colors preferences were not saved.
  • Fixed: An issue where some bill reminders were not displayed in the Calendar view.
  • Fixed: An issue where the font and space settings for reports were not applied correctly in some cases.
  • Fixed: An issue with generating a Year-End Copy.
  • Fixed: An issue where manually entered transactions did not update correctly in the account register.
  • Fixed: A few user interface issues, text issues, and crashes.

Release R11.20 (US Versions, Sept 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, in some cases, Quicken crashed when entering scheduled transactions.

Release R11.19 (US Versions, Sept 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 Quicken crashed when skipping multiple overdue bills.

Release R11.18 (US Versions, Aug 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, in some cases, check numbers were deleted when trying to sync Quicken desktop and mobile devices.
  • Fixed: An issue where opening the Bills dashboard took longer than expected​.

Release R11.16 (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.

  • New: Find all the Quicken Data Files on your computer using the File > Find Quicken Files option.
  • Improved: Updated Alternative Minimum Tax (AMT) rates in the Tax Planner.
  • Improved: Support for the 39.6% federal tax rate in the Capital Gains Estimator.
  • Improved: Ability to exclude hidden or closed accounts in Find and Replace operations.
  • Fixed: An issue where some fields of a manually created investing account were prepopulated.
  • Fixed: An issue with importing Quicken Interchange Format (QIF) files.
  • Fixed: An issue where reports were not saved correctly.
  • Fixed: An issue where Quicken displayed incorrect dates when the security price was $0.
  • Fixed: An issue with handling new accounts when attempting to customize the Portfolio view.
  • Fixed: An issue where the Total Tax value in the Tax Planner was different in Details and Summary pages.
  • Fixed: An issue where the Annual Average Return or Internal Rate of Return (IRR) values of accounts were incorrectly displayed in the Portfolio view.
  • Fixed: An issue where, for some users, the Net Worth report displayed incorrect account balances.
  • Fixed: An issue where trying to reset reconciliation warnings did not work as expected.
  • Fixed: An issue where Quicken crashed while updating a Zillow® Zestimate.
  • Fixed: An issue where multiple accounts could not be selected in Projected Balances.
  • Fixed: An issue with printing investment account transactions.
  • Fixed: An issue where the Reconciliation report did not display the last generated report.
  • Fixed: An issue where Bill Reminder payments were not listed in recent payments.
  • Fixed: An issue where, in some cases, rent payment transactions were not created.
  • Fixed: Multiple issues with filters on the Bills dashboard.
  • Fixed: An issue where loan accounts associated with asset accounts could not be deactivated.
  • Fixed: An issue where the Investing Activity report values doubled when using Split categories for cash transactions.
  • Fixed: An issue where a previously entered Bill Reminder could reappear on the Bills dashboard after performing a One Step Update.
  • Fixed: A rounding issue with budget totals.
  • Fixed: An issue with the Fit to one page wide option on budget reports.
  • Fixed: An issue with the property filter in the Rental Property Profit/Loss tab.
  • Fixed: An issue where the keyboard shortcut CTRL+<right arrow> did not work as expected.
  • Fixed: A few user interface issues, text issues, and crashes.

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 2018/2019 Release Notes

Release R16.22 (Canada Versions, April 2019)

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 the One Step Update screen was not displayed when the option to Download transactions when Quicken starts was enabled in Preferences.
  • Fixed: A few Mobile and Web sync issues.

Release R16.18 (Canada Versions, Mar 2019)

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 your Quicken membership status could continue to display as expired even after renewing your membership.
  • Fixed: An issue where the option to generate Tax reports for the year 2019 was missing.

Release R16.16 (Canada Versions, Jan 2019)

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: User interface enhancements and bug fixes to improve the user experience.

Release R15.24 (Canada Versions, Nov 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.

Welcome to Quicken 2019! As a Quicken Member you always get the latest version of Quicken – no more upgrading to get the latest features and fixes. Thank you for being a Quicken customer!

  • New: Quicken Desktop’s key features are now available for all members from any computer via the web!
    • View balances, budgets, accounts, and transactions
    • See spending trends by category, payee, and more
    • Your accounts sync across desktop, web, and mobile
    • Enjoy a fresh, streamlined Quicken experience
    • Just sync your accounts and go to app.quicken.com
  • Fixed: An issue where previously accepted transactions that were edited on mobile or web could reappear in the 'Downloaded Transactions' section of the register to be accepted again.
  • Improved: You can now edit Transfer transactions on Quicken Web.
  • Fixed: An issue where changes to the reconcile statement end date were not saved correctly.
  • Fixed: An issue where Quicken crashed when updating bills.
  • Fixed: An issue where the Bills History page displayed the incorrect date of payment when multiple Overdue bills were marked as Paid.
  • Fixed: An issue where Quicken crashed on selecting the Multiple accounts option in Projected Balances.
  • Fixed: An issue where, in some cases, subtotals where not displayed in Spending reports.
  • Fixed: An issue where some users were prompted to enter a Quicken activation code even though Quicken was already activated.
  • Fixed: An issue where, for some users, Quicken crashed when attempting to delete an account.
  • Fixed: An issue where some fields were not printed in invoices.
  • Fixed: An issue where the expected income was incorrect on entering a paycheck reminder.
  • Fixed: An issue where the Downloaded ID and Posting Date fields had incorrect values on entering a future dated reminder.
  • Fixed: A few user interface issues, mobile and web sync issues, text issues, and crashes.
  • New: Single Sign-In process for users with multiple datasets. For more information, click here.

Release R14.16 (Canada Versions, Nov 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: User interface enhancements and bug fixes to improve the user experience.

Release R12.8 (Canada Versions, Sept 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 the transaction password using a One Time Password (OTP) that you can receive at your registered email address or through a text message to your registered mobile number.
  • 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.
  • New: Find all the Quicken Data Files on your computer using the File > Find Quicken Files option.
  • Improved: Accounts in the Account bar now show cents in account balances by default. To change this, you can right-click any account and uncheck the Show cents in amounts option.
  • Improved: In addition to your backup settings, data files are now automatically backed up each time you update Quicken to the latest version.
  • Improved: Ability to exclude hidden or closed accounts in Find and Replace operations.
  • Improved: Quicken now remembers and auto-suggests the last-used email address in the From and Subject fields on emailed invoices and reports.
  • Improved: File Validate repairs 0:0 stock splits.
  • Fixed: An issue where, in some cases, subtotals in the Portfolio Value report were miscalculated.
  • Fixed: An issue where renaming rules did not apply correctly for transactions downloaded using some Web Connect accounts.
  • Fixed: An issue where some bill reminders were not displayed in the Calendar view.
  • Fixed: An issue with generating a Year-End Copy.
  • Fixed: An issue where, in some cases, check numbers were deleted when trying to sync Quicken desktop and mobile devices.
  • Fixed: An issue where Quicken displayed incorrect dates when the security price was $0.
  • Fixed: An issue where the Annual Average Return or Internal Rate of Return (IRR) values of accounts were incorrectly displayed in the Portfolio view.
  • Fixed: An issue where, for some users, the Net Worth report displayed incorrect account balances.
  • Fixed: Multiple issues with filters on the Bills dashboard.
  • Fixed: An issue where loan accounts associated with asset accounts could not be deactivated.
  • Fixed: A rounding issue with budget totals.
  • Fixed: An issue where the keyboard shortcut CTRL+<right arrow> did not work as expected.
  • 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 the Net Worth calculation.
  • 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 zero value amounts, even when configured to display only the non-zero value amounts.
  • Fixed: An issue where some users were unable to delete transactions from the Reconcile window.
  • Fixed: An issue where, in some cases, Quicken crashed when printing invoices.
  • Fixed: A few cases where we would allow you to continue using the product even if you had not been able to sign in successfully.
  • Fixed: An issue where invoice reminders were not appearing in the combined Bills & Income view.
  • Fixed: An issue where reminder amounts were incorrectly displayed under the Projected Balances tab.
  • Fixed: A performance issue when loading the category list.
  • Fixed: An issue where the Investment Transaction Report shows cash transactions even when the cash action is not selected.
  • Fixed: An issue where account-related actions were not displayed when clicked on the Accounts Action button.
  • Fixed: An issue where optional amount fields were treated as mandatory when reconciling Credit Card accounts.
  • Fixed: An issue where entering two-digit dates was not allowed on the reports custom date field.
  • Fixed: A few user interface issues, text issues, and crashes.

Release R4.3 (Canada 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.

  • Improved: Bills Calendar view is back!
  • New: You can now email reports directly from Quicken.
  • New: Export register transactions to Excel.
  • Improved: Improved the recent file list in the Quicken file menu to better handle recently removed data files.
  • Fixed: An issue where the account currency was set to blank, if the account was synced to mobile.
  • Fixed: An issue where the import of investing accounts via web connect was failing.
  • 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 'Please enter a valid date' error was being displayed in some cases, when accepting downloaded transactions or while entering new transactions in the register.
  • Fixed: A few UI / Text issues and crashes.
  • 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 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 'No' on suggested reminders didn't take any action.
  • 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 attachments were being lost during file copy in some cases.
  • Fixed: An issue where 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 Investment Transaction Report does not show the Cash + Invest Column even though it is checked as a default column​.

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.

Release R2 (Canada Versions, Dec 2017)

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

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.
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