Quicken for Mac Release Notes

How to Update Quicken

1. Select the Quicken menu > Check for updates

2. If an update is available for your software, you'll be presented with the ability to download and install the update.

3. If your software is already up-to-date, we'll let you know (and which version you're running).

Latest Release: Version 8.3, 8.3.1, 8.3.2, & 8.3.3 (8/2025, 9/2025, & 11/2025)

Investments

• IMPROVED - We now default to Detailed Tracking when adding accounts at financial institutions that support detailed tracking

• NEW - You can now bulk-import security prices (from a single CSV file with prices for multiple dates and multiple securities)

• FIXED - The Portfolio Graph now shows negative values even when set for “Y-Axis starts at zero”

• IMPROVED - You can now add the cost basis of holdings within the Capital Gains Estimator

Accounts

• NEW - Easily organize your accounts within each account type group in the Sidebar to match your personal workflow

• NEW - A new graph for banking account registers that allows you to see the account balance over time and projected balances is now available in a new Balances tab (available in Premier and Business & Personal subscriptions)

• NEW - A new keyboard shortcut (⌘ + L) is available to access the Reconcile Account window

• NEW - You can now update a single account by right-clicking on the account in the sidebar

• IMPROVED - A Balance column is now included in All Transactions and account group registers, letting you view running account totals at a glance

Business & Personal

• NEW - You can now create a new Client from the register

• IMPROVED - You can now import mileage records from CSV files

• IMPROVED - You can now easily customize the columns displayed in the Mileage tab

• NEW - You can now assign a client to a mileage record

• NEW - You can now make a mileage record billable

• NEW - You can now import and export the Client list from the File menu

• NEW - New Mileage tab in Client Details provides a quick way to review mileage records associated with each client

Transactions, Registers, and Dashboard

• FIXED - Resolved an issue where bills for $0 were always entered as Income after using Edit & Mark as Paid to edit the amount

• IMPROVED - Added a setting at Quicken > Settings > Registers to control how the Tab key behaves in the Date field. When enabled, pressing Tab exits the Date field in one step; when disabled, Tab moves between the month, day, and year before exiting

• NEW - Quickly jump to the other side of a transfer transaction using the keyboard shortcut ⌘ + [ or the register’s contextual menu

• NEW - You can now customize the Top Spending Payees card by payee and the Spending by Category card by category for a more tailored dashboard view

Invoicing

• IMPROVED - Products and Services and Sales Tax lists now allow Hide and Taxable options from the contextual menu when you right-click on a row

• IMPROVED - Invoice Activity timeline now shows credited/refund activity

• IMPROVED - You can now preview a newly added logo to see how it will appear before creating a new invoice

• NEW - You can now specify which business details you want shown on printed invoices

• FIXED - Long notes were sometimes truncated on printed invoices. This has been fixed.

• IMPROVED - You can now reorder product/service lines on invoices

• NEW - Added an Invoice Actions menu to invoice windows, making it easier to perform common tasks such as receiving payments or issuing a refund

8.3.1 Fixes

• FIXED - The Bills & Income > Projected Balances graph now remembers the “Y-axis starts at zero” setting

• FIXED - Fixed a bug that could cause the client name to not appear on printed invoices

• IMPROVED - The sync requirement for eBills, introduced in 8.3.0, has been removed

8.3.2 Fixes

• IMPROVED - The DUE column in Bills & Income > Bills now displays the due date in addition to the number of days a bill is due or overdue

• FIXED - Fixed a bug where the business email and phone number were not added to new invoices by default

• FIXED - Other bug fixes and improvements

8.3.3 Fixes

• IMPROVED - Increased the default width of the Due column in Bills & Income > Bills for better visibility

• IMPROVED - Improved error messaging when a financial institution temporarily blocks transaction downloads, providing clearer guidance to users

• FIXED - Resolved an issue where Business, Client, and Billable fields could appear in the Checking group account register in non–Business & Personal editions

• FIXED - Fixed an issue that prevented automatic transaction matching and the application of Renaming and QuickFill rules in some investment accounts

Previous Releases (2025)

Version 8.2 & 8.2.1 (4/2025 & 5/2025)

This release addresses dozens of bug fixes and improvements requested by Quicken Mac customers. Below are just some of the changes we have made.

Investments

• IMPROVED - Improved account value tracking for connected investment accounts, such as TIAA Brokerage, Ameriprise Financial, RBC, MassMutual, LPL Financial, Thrift Savings Plan, and more

Online Backup

• IMPROVED - Original file names are now displayed in the View/Restore Backup window

• NEW - You can now optionally disable notifications of completed backups

Improved Experience Working with Invoices

• IMPROVED - Invoice Total, Payment Applied, and remaining Open Balance amounts are now displayed on the invoice form

• IMPROVED - You can now make Sales Tax payments for a closed business

• IMPROVED - Duplicated invoices retain the date of the original invoice

• IMPROVED - The most recently used account is remembered when making a Sales Tax payment or deposit in the Deposit Funds window

• IMPROVED - You can now easily access and review the invoice Activity Timeline from the right click menu in the Client Invoice (Accounts Receivable) accounts register

• IMPROVED - You can now view an invoice as a PDF directly from the Invoices list (available via the “…” and contextual menus)

• IMPROVED - A warning is now presented if a duplicate invoice number is detected

• IMPROVED - You can now access the Sales Tax Liability report directly from the Sales Tax account register

• IMPROVED - INVOICE text is now displayed on printed invoices that include a business logo

Business & Personal

• IMPROVED - Business, Client, and Billable fields no longer display in a transaction’s Split tab when those columns are excluded from the register view

• IMPROVED - Single form tax reports (e.g. Schedule A) are now organized by category

• IMPROVED - You can now optionally exclude business data from the Home Dashboard

Other Fixes and Improvements

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

• FIXED - Fixed a bug that could cause comparison reports to miscalculate the Difference % change in some cases

• FIXED - Fixed an issue where future-dated transactions prevented accurate performance calculations in the Portfolio view

• FIXED - Several bug fixes and improvements were made in the Transaction Info window

• FIXED - Dozens of other bugs and improvements

8.2.1 Bug Fixes and Improvements

• FIXED - The Tags and Transfer fields are always displayed in a transaction‘s Splits tab, even if those columns are excluded from the register view

Version 8.1, 8.1.1, & 8.1.2 (2/2025, 3/2025, & 4/2025)

Sidebar

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

Investments

• NEW - An Account filter has been added to the Capital Gain Estimator, allowing you to display securities by specific account (available in Deluxe, Premier, and Business & Personal subscriptions)

Zillow integration (available in the US for Premier and Business & Personal subscriptions)

• IMPROVED - The status of the property account linked to Zillow is now displayed in the Connection Status window

• IMPROVED - A blue dot next to Real Estate accounts now indicates that the account has received a price update

Business & Personal

• NEW - The new Invoices card on the Business dashboard provides quick access to invoice status, including totals for Open, Overdue, and Paid invoices

• NEW - You can now use the View Activity feature for an invoice, which displays a log of relevant actions and dates to help you quickly track its progress

• NEW - You can now easily import and export Clients information in Quicken, streamlining your client management process

• NEW - Added a Void Invoice feature, which lets you cancel invoices while preserving their records for tracking purposes

• NEW - You can now create a new category directly from the Create/Edit Product or Service window, simplifying the process of adding and organizing items

• NEW - You can now view the related invoice when deleting an in-use Billable Expense transaction from the register

• NEW - A Deposit Funds button has been added to Undeposited Funds accounts, making fund transfers easier

• IMPROVED - The invoice status now appears directly on the invoice, making it easy to see its current state (e.g., Draft, Open)

• IMPROVED - Invoice number(s) related to Client Payment transaction are now displayed in the Accounts Receivable register for better tracking

• IMPROVED - The Cash Flow report is now calculated using the indirect method, providing a more comprehensive view of cash flow

• IMPROVED - Users can now enter non-numeric values in the Invoice # field, offering more flexibility in invoice management

• IMPROVED - The Totals line on the Accounts Receivable Aging report now displays the sum for each column, making it easier to review outstanding balances

• IMPROVED - Added a Memo field in the Issue Refund window

• IMPROVED - Client column is now available on drill down detail reports, allowing for more financial insights and better client tracking

Other

• IMPROVED - Updated settings for 2025 IRS tax brackets, mileage rates, and quarterly Business Estimated Tax due dates

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

• IMPROVED - Updated the financial institution (FI) search in the Add Account flow to prioritize popular financial institutions, displaying them at the top of the search results

8.1.1 Bug Fixes and Improvements

• IMPROVED - Improved tracking of investment account values for accounts that previously displayed zero balances

• IMPROVED - Added date filter on the invoice dashboard card to provide more flexibility in reporting payments received

• FIXED - Fixed a bug where clicking the paperclip icon on a transaction in the register no longer displayed the attachment pop-up

• FIXED - Fixed a bug that could cause some investment accounts to display no holdings after updating accounts

8.1.2 Bug Fixes

• FIXED - Fixed an issue that prevents customers with online accounts at Vanguard from downloading transactions

Version 8.0 & 8.0.1 (1/2025)

Business & Personal

• NEW - Added ability to invoice clients, receive payments, manage sales tax, issue client credits and refunds, and more

• IMPROVED - Added business address and logo to Business details

Import and Export

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

Security Detail

• IMPROVED - Allow sorting transaction history by any column

Capital Gains Estimator

• IMPROVED - Now able to update the sell price of a lot

• IMPROVED - Added a new column to show Account security belongs to

• IMPROVED - Added ability to display securities by symbol or name

Other Changes

• FIXED - Squashed over 30 pesky bugs

Current macOS Requirements

• ANNOUNCEMENT - Quicken v8.0 requires macOS 12 or later

8.0.1 Bug Fixes and Improvements

• IMPROVED - Added a toolbar to the Invoices and Clients views under the Business tab, enabling quick access to common invoicing actions

• FIXED - Fixed a crash that could occur when importing a Quicken for Windows file

• FIXED - Fixed a crash that could occur when recording a transaction

• FIXED - Fixed a bug where an errant checkbox could appear when editing a transaction

Previous Releases (2024 and older)

For older release notes, click here.