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 8.5 & 8.5.1 (2/2026 & 3/2026)

Investments

• NEW - Added Portfolio Value and Portfolio Value & Cost Basis reports

• IMPROVED - Added Compound Annual Growth Rate (CAGR) to the portfolio chart inspector. When you select a range on a line chart, the popover now shows CAGR alongside linear growth, and the CAGR curve is graphed within the selected range

• IMPROVED - You’ll now be alerted when manually entered or edited investment transactions affect placeholder transactions

• NEW - You can now open Security Detail from the Securities list

• FIXED - Improved performance calculations (IRR/ROI) for short positions so gains and losses are reflected correctly

Bills & Payments

• NEW - You can use a custom date in Bills & Income > Projected Balances

• IMPROVED - Scheduled Transactions now support variable amount options (Fixed Amount, Average of Previous Payments, One Year Prior)

• IMPROVED - The Bills tab eBill column now shows additional amounts, such as Minimum Due and Balance

• NEW - Added an Edit and Mark as Paid option to the Scheduled Transaction status icon in registers

Dashboard & Registers

• IMPROVED - Added a Pay Online action to the in-register scheduled transaction editor

• IMPROVED - Updated the visual appearance of the register transaction mini-toolbar displayed when editing a scheduled transaction

• IMPROVED - The Learning Center now includes new slides covering date field shortcuts and matching downloaded transactions with manual or scheduled transactions

• IMPROVED - You can now view details for matched downloaded transactions by clicking the matched status icon

• IMPROVED - Updated the transaction status icon for manually matched transactions to display an orange pencil with a blue dot for clearer distinction between manual entry and downloaded match status

Business & Invoicing

• IMPROVED - View item prices and descriptions directly in the Products & Services

  menu when creating an invoice

• NEW - Mileage tracking data is now included in QXF exports for transferring data between Quicken Mac files

Connectivity & Imports

• NEW - Added a sample CSV to the Import Security Prices from a CSV File window as a reference template

• FIXED - Resolved an issue that could cause an account sync error to appear on every sync

Other

• NEW - Added a Quicken LifeHub toolbar icon for quick access, including the option to View LifeHub and Send File Summary (subscription required)

Future macOS System Requirements

• ANNOUNCEMENT - Quicken Mac version 8.5 is the final version that supports macOS 12

8.5.1 Fixes

• FIXED - Fixed an issue introduced in 8.5 that could cause a 2–3 second delay when editing a scheduled transaction series

• FIXED - Fixed an issue where the Due Date column in Bills & Income did not advance when marking a scheduled transaction as paid or deposited

• FIXED - Fixed an issue where eBills could not be linked to scheduled transactions

Previous Releases (2026)

Version 8.4, 8.4.1, & 8.4.2 (12/2025 & 1/2026)

Business & Invoicing

• NEW - You can now email invoices directly from Quicken and accept payments through Stripe

• NEW - Predefined Payment Terms are now available when creating invoices

• NEW - You can now assign Business, Client, and Billable fields to scheduled transactions

• IMPROVED - You can now edit Invoices and Clients using keyboard shortcuts

• IMPROVED - You can now delete transactions from Client Details > Transactions

• IMPROVED - Billable transactions that haven’t been invoiced are now labeled as Not Billed in Client Details

• IMPROVED - The Create Credit from Invoice option is now available from the Invoices list action menu

• IMPROVED - Clearer messaging is shown when accounts such as Client Invoices and Sales Tax are automatically created to support invoicing

Home Dashboard

• NEW - You can now duplicate and delete dashboard cards

• NEW - Added the ability to restore all dashboard cards and settings to their default state

• IMPROVED - Added a Clear All option to the Categories menu when customizing the Spending by Category card

• IMPROVED - The Spending by Category card now supports drilling down into categories to view subcategory spending, and reports generated from Other are now grouped by category

• FIXED - Fixed an issue that could cause incorrect reporting in the Spending by Category card when categorized transfer transactions were present

eBills & Bill Pay

• NEW - You can now add a new Quick Pay payee directly from Bill Pay > Pay with Quick Pay

• IMPROVED - A default category is now selected when adding a new eBill

• IMPROVED - Improved biller search when adding a new Quick Pay payee

• IMPROVED - The Amount field is now cleared when switching payees in the Make a Quick Pay Payment window

Accounts & Registers

• IMPROVED - You can now navigate directly to a transaction from the graph popover in Account > Balance

• IMPROVED - Performance when opening the Reconcile History window

Securities

• IMPROVED - You can now hide securities from the Securities list

• IMPROVED - Added a Currently Held filter to the Securities list

Bug Fixes and Other Improvements

• FIXED - Fixed an issue where selected register values were not always fully highlighted

• FIXED - Addressed several issues that could result in broken transfers when downloading transactions

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

• IMPROVED - Improvements to report data storage to help reduce Quicken data file size

• IMPROVED - Improvements to CSV transaction import

8.4.1 Fixes

• FIXED - Fixed a sync issue that could occur in Quicken Business & Personal when working with files that have more than 200 clients

• FIXED - Fixed a few crashes that affected a small number of customers

8.4.2 Fixes

• FIXED - Fixed several minor stability and quality issues

Previous Releases (2025 and older)

For older release notes, click here.