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Quicken Classic Improvements in the Last Year

Applies to:
Business
Deluxe
Premier
Starter
Updated: May, 28 2025 4:16PM
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Windows
Mac

Overview

Quicken Classic's subscription pricing reflects all the features and support Quicken Classic has to offer, helping you take control of your finances and manage your money with confidence.

Over the past year, we’ve added many new features and improved existing ones. We have also focused on fixing reported defects and improving stability.

Reports

  • New Tax Loss Harvesting Report: Shows unrealized investment gains by individual lot (Premier and above).

  • Improved Page Scaling and Print Preview of Reports.

  • Added easier access to various reports settings from within the report itself.

Account Bar

  • Added totals for sub-account groups on account bar.

Tax Planner

  • New Feature: Suggested estimated tax payments are provided on the Tax Payments page of the Tax Planner (Deluxe and above).

Transactions

  • Posted date preferences for downloads are now retained.

  • Improved the handling of pending transactions.

  • Improved the Manually Match Transactions list.

Preferences

  • Modernized the preferences dialog with search capabilities to find the settings.

Performance

  • Improved One Step Update performance.

Dataset Sharing

  • New Feature: Users can share their finances and portfolios with their family members/accountants so that they can collaborate. (Quicken Classic Companion Mobile and Web only).

Overview

Quicken Classic's subscription pricing reflects all the features and support Quicken Classic has to offer, helping you take control of your finances and manage your money with confidence.

Over the past year, we’ve added many new features and improved existing ones. We have also focused on fixing reported defects and improving stability.

Investments

  • New Feature: Added a Watchlist which allows you to monitor specific securities for potential trading or investing opportunities (available in Premier and Business & Personal subscriptions).

  • Added a Security Detail view that displays information about a security including graph, price history, purchase history, and more.

  • New Feature: The new Capital Gain Estimator lets you create a stock sales scenario that works for you with an estimate of your net proceeds and tax implications (available in Deluxe, Premier, and Business & Personal subscriptions).

  • Multiple follow-up improvements to the above features to address customers' feedback.

Reports

  • Added ability to create custom folders to organize your custom reports more efficiently.

Loans

  • New Feature: Create a Loan to Others to track received payments and income interest for a loan you have made to another person or a business (available in Premier and Business & Personal subscriptions).

  • New Feature: Export your Loan Payment Schedule (amortization) to a .csv file.

  • Support added for Lending Loans export/import between Quicken Windows and Quicken Mac.

Accounts

  • Attachments on accounts (previously it was available only on transactions)

  • You can now resize the Separate Accounts section in the Sidebar, offering more control over how you view and organize your accounts

Online Backup

  • New Add-on: Automatically backup your financial data and Quicken will keep it safe in case of hardware failure or other emergencies (available as a separate subscription)

Business & Personal

  • Added ability to invoice clients, receive payments, manage sales tax, track billable expenses, issue client credits and refunds, and more

  • Several follow-up improvements to the Invoicing feature

Other

  • New Feature: Zillow Integration offers automatic Zillow updates to keep your property estimated market values current (available in the US for Premier and Business & Personal subscriptions)

  • Color Tags feature has been promoted from Early Access and is now available for all users

  • Added a new item to the Q menu (in the main window) and Quicken menu (menu bar) for quick access to information about Quicken LifeHub

Quality

  • Over the last year, we addressed dozens of bug fixes and improvements requested by Quicken Mac customers.

Article ID: GEN00981

Agent Notes

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