Quicken 2017 for Windows Release Notes

Product Version
Windows
Windows 2017
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Listed below are prior release notes for Quicken 2017 for Windows. For current release notes and download links for the latest update, please see Quicken 2017 for Windows Update and Mondo Patch.

Release R17.2 (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: A few issues related to mobile sync.

Release R16.2 (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.

  • 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
  • Improved: File Validate and Repair: users encountering a small "success" message on a white background after signing in can correct the problem by selecting File > File Operations > Validate & Repair while holding down the Control key, and then selecting the first checkbox.
  • Improved: Investment transaction entry. Security dropdown now allows you to search by name / symbol.
  • Improved: Security Matching window changes to facilitate better search while matching.
  • Improved: Added the ability to choose 'all' or 'no' categories for budget.
  • Fixed: An issue where Total Transactions & Amounts were incorrectly displayed in some scenarios under Spending tab.
  • Fixed: An issue where some users would receive an 'OL-1B' error while trying to perform a One Step Update.
  • Fixed: An issue where you would not have been able to use the product if you have not signed in.
  • Fixed: An issue where a loan reminder gets into a loop and adds duplicate reminders which results in a crash.
  • Fixed: An issue with ROI calculation if there was a cash balance in the account.
  • Fixed: An issue where cleared transactions were omitted from the reconcile list.
  • Fixed: An issue where the Rental Properties Profit and Loss View filters were getting reset automatically.
  • Fixed: An issue where transaction attachments were being lost during Copy File.
  • Fixed: An issue where double-digit dates were not visible in some resolutions.
  • Fixed: An issue where temporary accounts were created during accounts reset in some scenarios.
  • Fixed: An issue where duplicate accounts were being created after doing a reset and restore backup.
  • Fixed: An issue where the credit score can disappear from the account bar after mobile sync.
  • Fixed: An issue where clicking on a menu was causing a click on the screen underneath.
  • Fixed: An issue where the Mileage Tracker tool bar icon vanishes from the toolbar upon restarting Quicken.
  • Fixed: An issue where rent due date changes incorrectly, if the lease start date or move-in date is changed.
  • Fixed: An issue where transactions went missing upon re-enabling accounts in some cases.
  • Fixed: An issue where the Quicken window size and position was lost after installing a patch.
  • Fixed: An issue where the Pay Check Wizard did not show the accounts which were being synced to mobile.
  • Fixed: Show/Hide Passwords toggle was visible even in dialogs which do not show and hide passwords.
  • Fixed: A few crashes and UI issues.

Release R15.15 (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.

Release R15.13 (US Versions, Jan 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 you may have been asked to enter a password for your data file, even though you have not set one.
  • Fixed: An issue where you would not have been able to add a loan account, in specific use cases.
  • Fixed: Crashes and internal issues.

Release R11/R12/R13/R14/R15 (US Versions, Sep 2017, Critical Update)

This is a required update.

Failure to install this update and set up your Quicken ID will result in a loss of connected services.

You can now sign in with your Quicken ID.

As part of our separation from Intuit, you will switch from using your existing Intuit ID to using a new Quicken ID.

  • When you install this update you will be prompted to set up a new Quicken ID.
  • Your new Quicken ID will be used to sign in to Quicken going forward.
  • You may still use your Intuit ID for other Intuit products.

Vault Password Change

  • Due to our switch to a Quicken ID, we have removed the ability to protect your Password Vault with an Intuit Password. You may be required to set a new Password Vault password after installing this update. (If you already used a custom Vault password, no action will be required.)

Mobile Sync Updates

  • We have replaced Intuit's Cloud Sync Service with a new Quicken Cloud Sync service. After you install this update, you will need to re-sync all your accounts.
  • You will also have to re-upload documents using a new Document Upload Tool if you wish to see the transaction attachments on mobile.

Third-party Tool Updates

  • Fixed: Due to this change to Quicken Cloud service, you will have to re-register for some features if you have used these features previously: Investing.quicken.com, Life Yield Tax Optimizer, Portfolio X-Ray.

Important Notice for Quicken Online Backup customers

  • The Quicken Online Backup service will be phased out at the end of 2017. In preparation for this shutdown, the Quicken Online Backup options on the Backup window (Ctrl +B) have been removed. However, you may still continue using the service and backing up your Quicken files using the separate Quicken Online Backup utility application through December 31, 2017. See this FAQ for more information.

Release R10 (US Versions, Aug 2017)

Please note, the fixes from releases 7, 8, and 9 are all included in R10

General

  • Fixed: An issue that would cause intermittent crashes for some customers.

Authentication

  • An issue where some customers experienced a crash during sign-in.
  • Improved: Updated technology that Quicken uses to display certain types of dynamic content.

Bug Fixes

  • Fixed: An issue where some customers were unable to register for a free credit score.

Release R6 (April 2017)

Important upgrade for Online Bills

  • Upgrade: The Quicken Online bills service has been upgraded to provide a higher quality of service and security. Quicken now supports 8,000+ billers and we will continue to add new billers. To complete this upgrade, you may be prompted to re-login to some of your biller accounts.

Bug Fixes

  • Fixed: An issue in 2017 R5 where setting Quicken to start on an account register (in Preferences > Startup) would cause Quicken to open with a "Review downloaded payee" message on screen. (A similar message could also be seen when performing a backup while viewing an account register).

Release R5 (March 2017)

Bug Fixes

  • Fixed: An issue where Quicken was not opening on 'Full Screen' mode on dual monitors.

  • Fixed: An issue with 'Online bills' where when you reset your cloud account, you will not be able to access your old bills nor re-add the same bills.

  • Fixed: An issue where the task bar (when set on top) hides the quicken menus.

  • Fixed: An issue where OSU would display a spinner forever.

  • Fixed: An issue where portfolio X-Ray would fail with an error.

  • Fixed: Minor cosmetic issues related to the new design.

  • Fixed: An issue where investment accounts had the 'Red flag' even if there were no transactions to be accepted.

  • Fixed: An issue where when you copy clipboard on reports, it produces distorted text.

  • Fixed: An issue where 'Net worth and Balances' report was not showing up for some data files.

  • Fixed: An issue where Growth of 10k graph was not calculating the data points correctly.

  • Fixed: An issue where the register fields were not aligned when the row height was set to 'Comfort' or 'Standard'.

  • Fixed: An issue where One Step Update would always display error for Online Bills refresh.

  • Fixed: An issue where 'Sold' transaction would result in incorrect cash balance if the sale price is less than the commission paid.

  • Fixed: An issue where soldX transactions would be reflected incorrectly if there was a Realized Gain.

  • Fixed: An issue where Mileage Rate was incorrect.

  • Fixed: An issue where the field for entering 'Estimated current value of the vehicle' was missing for asset accounts.

  • Fixed: An issue where Corporate Spin offs were not calculating the Return of Capital correctly.

  • Enhancement: You can now sync multiple data files to Quicken mobile app. When you sign in to the mobile app, you will be asked to choose the data file that you wish to see on the app.

Release R4 (January 2017)

Important upgrade for Online Bills

  • Upgrade:  The Quicken Online bills service has been upgraded to provide a higher quality of service and security. Quicken now supports 8000+ billers and we will continue to add new billers. To complete this upgrade, you may be prompted to re-login to some of your biller accounts.

Bug Fixes

  • Fixed: An issue where the report columns were too small and non-adjustable.
  • Fixed: An issue where the investment register columns were non-adjustable.
  • Fixed: An issue where the ‘Red flag’ would appear in the Account Bar, but no transactions were available for review
  • Fixed: An issue where the Budget columns were not adjustable in high resolution displays
  • Fixed: A number of UI related issues
  • New:  Toolbar icon for Edit -> Preferences
  • Fixed: A slow performance issue when viewing the Investing Portfolio or entering investment transactions.

Release R3 (November 2016)

Before you update

Note: If you use Bill Pay or Online Transfers, we recommend you perform a One Step Update before installing an update.

General

  • FIXED: A Quicken crash when budgets were opened in ‘Graph View’.
  • FIXED: An issue where Quicken would display ‘OOPS’ error when signing with your Quicken ID or creating a new Quicken ID.
  • FIXED: An issue where you would not be able to add or edit an ‘Asset’ account in Deluxe SKU.
  • FIXED: An issue where OSU would display a spinner and not perform any operation.
  • FIXED: An issue where the ‘Red flag’ appeared next to the account even after accepting all transactions and closing Compare to Register.
  • FIXED: Approximately 100 Quicken screen layout issues for large DPI monitors where text was clipped, overwriting content, or missing.
  • FIXED: An issue where Quicken would become unresponsive while adding transactions from the calendar.
  • FIXED: An issue where 'Add Account' button was truncated on the Quicken registration page for a particular resolution.
  • FIXED: UI issues of Quicken for high resolution/DPI settings.

Release R2 (October 2016)

Simplified Password Options

  • IMPROVED: Simplified File Password options with support for local file password or no file password.

Zillow Home Value Estimation

  • IMPROVED: Added support to track addresses from different data files.
  • FIXED: An issue where Quicken was unable to retrieve a Zillow estimate if any value was entered in the apartment number field.
  • FIXED: An issue where the Zillow banner could not be closed.

Mobile Sync: Two Years of Transactions on First Mobile Sync

  • NEW: Two years of transactions are now uploaded during your first mobile sync. (It used to be one year.)

General

  • FIXED: An issue where transactions were not being categorized, when adding a new account.
  • FIXED: An issue where the "Next" button was disabled on the Product Registration screen even if all required information was entered.
  • FIXED: An issue where you could be asked to enter a password while syncing investment accounts.
  • FIXED: Minor cosmetic issues related to the new design.
  • FIXED: An issue where the Quicken Title Bar wouldn't honor the Windows color setting.
  • FIXED: Issues where some toolbar icons were not working.
  • FIXED: A display issue with the "Category" drop down.
  • FIXED: An issue where the "File open" dialog would not work when trying to restore a backup.
  • FIXED: An issue where the "Next" button had to be clicked twice while adding a reminder.

Quicken Canada 2017 Release Notes

Release R2/R3/R4 (Canada Versions, Sept 2017)

Critical Update: Sign In and Authentication Change

  • We have replaced Intuit's login service with a new Quicken login service.
    • When you install this update you will be prompted to setup a new Quicken ID.
    • Your new Quicken ID will be used to sign in to Quicken going forward.
    • You may still use your Intuit ID for other Intuit products.
  • This is a required update. Failure to install this update and setup your Quicken ID will result in a loss of connected services.

Vault Password Change

  • Due to our switch to a Quicken login service, we have removed the ability to protect your Password Vault with an Intuit Password. You may be required to set a new Password Vault password after installing this update. (If you already used a custom Vault password no action will be required.)

Mobile Sync

  • We have replaced Intuit's Cloud Sync Service with a new Quicken Cloud Sync service. After you install this update, you will have to re-sync all your accounts.
  • You will also have to re-upload documents using a new Document Upload Tool if you wish to see the transaction attachments on mobile.
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