Quicken for Windows Release Notes

What’s Fixed

• Some customers did not see all their available new transactions after an account update.
• Hidden accounts were mistakenly excluded from the Portfolio Value card on the Dashboard. Accounts will now remain included regardless of their visibility in transaction entry lists.
• Fixed minor bugs.

What's New

• You now have the option to download Pending Transactions. This will allow you to see transactions that have not yet cleared if your bank provides that information to Quicken. Go to Preferences > Pending Transactions to enable this feature for your banking and credit card accounts.

What’s Fixed

• Fixed an issue where Quicken for Windows incorrectly displayed an error message when importing QFX files by double-clicking the QFX file.

What’s Fixed

• Bug fixes and improvements.

What’s Improved

• Enhanced the Compare to Register search functionality to clear the search text in the search box automatically when search results are cleared.
• Enhanced the Investment Partnership Report by consolidating two separate reports into one with toggles for "show detail" / "hide detail".
• Enabled the paste option in the All Transactions register. Now users can copy and paste transactions across different sections of the register.
• Improved validation process to offer feedback on modifications made during data file validation, such as identifying specific items removed or repaired.
• Improved One Step Update progress screen with clearer messaging, reduced user interruptions, and faster updates.
• Modified the automatic backup creation during the patch process to occur only after a user opts to install the patch, eliminating confusion from premature backup files when patch installation is delayed or cancelled.
• Improved startup performance by implementing several optimizations and removing unnecessary checks and outdated code.

What’s Fixed

• Resolved a problem where customers could not enable Complete Investing for manual accounts after disconnecting from an Express Web Connect (EWC) account.
• Corrected a display error where selecting multiple accounts in Projected Balances showed a blank dialog for the report’s Customize feature.
• Resolved an issue in the "Subtotal by" functionality within Customize for reports, ensuring accurate subtotalling in the Capital Gains report according to the selected criteria.
• Aligned Net Worth calculations between the account bar and dashboard card, addressing discrepancies related to rounding or conversion errors.
• Fixed issue using data for contact information during account setup, ensuring financial institution details are accurately displayed.
• Resolved an issue affecting the synchronization of Business Intent Credit cards with web and mobile applications, causing a disruption in transaction downloads.
• Addressed a crash related to online bill reminders that sometimes occurred during One Step Update.
• Resolved an issue with Direct Connect process to properly update and send new passwords, addressing errors caused by the use of outdated passwords.
• Eliminated logo duplication for financial institutions in the Account Add dialog.
• Corrected an issue in the Tax Planner where the values and estimated refund / amount due would change when users reviewed the details.
• Resolved an issue where only a portion of scanned receipt attachments appeared in the Transaction Attachments screen.
• Corrected stock split calculations in Net Worth and Account Balance reports without intervals.
• Aligned Reports & Graph Center budget report options with existing budget settings.
• Fixed various crashes including a crash that sometimes occurred in Quicken's Payee Search.
• Restored the "Update portfolio on investing.quicken.com” option in the One Step Update setup. This option was not visible to some customers.

What’s New

• In rare cases, when adding or updating financial institution connections, the default “link to” account was to an incorrect account type or institution.

What’s New

• Enabled access to Gold and Silver price quotes, making it easier for customers to obtain this information using the symbols ^XAUUSD for Gold and ^XAGUSD for Silver, for example.

What’s Improved

• Improved the graph in the Income by Security report, now allowing for stacked bars to display income by security or income by type (e.g., dividends, interest) when subtotaling by month, quarter, or year, with an added option to show period-to-date income.
• Enhanced the Investment Performance report by incorporating Overall Total IRR (Internal Rate of Return), providing users with a meaningful indicator of their investment performance.
• Quicken now automatically remembers new payees and any changes in categories and amounts when entering transactions, simplifying the categorization process.
• Portfolio View Options now allow users to specify that dividends from the quote feed should be used for Estimated Income.

What’s Fixed

• Improved reliability when adding Online Bills. Also adjusted handling of billers that go into an error state.
• Quicken would fail when receiving an error during account addition. It now displays the error and gives instructions for Direct Connect account setup
• Fixed an issue where Quicken incorrectly displayed an error screen if financial institution information was missing when updating transactions during an account set up for Web Connect. Quicken now directs customers to the financial institution website.
• Fixed a display issue in the Investing dashboard that occurred when Large Font mode was turned on.
• Fixed an issue where custom category groups containing transfer transactions were not appearing in the budgeting view, making it difficult for customers to budget those categories.
• Quicken now ensures that transfers are linked correctly on the companion app.
• Fixed an issue where unrelated billers would erroneously display errors when an online bill was in an error state.
• Fixed a display issue where the category menu opened on the wrong screen when using multiple displays stacked on top of each other.
• Fixed an issue where the rollover budget amount was not updating when modified from the Web app, even after performing a cloud sync.
• Resolved a printing issue where customers were unintentionally printing all checks when attempting to print a single check. Additionally, corrected the display of the Canadian spelling "Cheque" in some cases.
• Resolved issue where user-entered budget data disappeared after sync in Quicken.
• Long payee names with added spaces in the payee field were causing display issues.
• Issue adding accounts after encountering an error from the Direct Connect (DC) service.
• Investment Accounts displayed inaccurate balances in Account Balance Reports.
• Fixed issues resulting in crashes or slowdowns.

What’s Fixed

• Issues causing application errors/crashes.

What's Improved

• Updated tax rates and related information for fiscal year 2024 in accordance with IRS guidelines.

What’s Fixed

• Addressed file opening issues from OneDrive, improving the handling of file open operations.
• Pressing the Enter/Return key after adding an attachment to a transaction was not saving the transaction.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

What’s New

• The Lifetime Overview report is now available for Quicken Classic Premier and higher tiers, providing a comprehensive view of your financial life over time, including net worth, spending, and income trends.

What’s Improved

• Added an option to toggle between viewing by Symbol or by Security Name on the Investment dashboard for both the Portfolio and Portfolio graph.
• Added the ability to click on a value in the Security Income Report and directly display the specific transactions contributing to the value (QuickZoom).
• Customers can now cancel scheduled Check Pay payments and delete associated transactions in a single action when the payment is still in the Processing state, simplifying the process and eliminating the need to perform multiple steps.
• Customers can now delete Check Pay transactions from the register even after they have been sent, providing better control over the transaction history.
• Improved the discoverability of hide/show and move column options in reports, making it easier for users to customize column visibility and order directly from the report itself.
• Updated the Save Report dialog to provide a more user-friendly experience, including improvements to folder selection, search, sorting, renaming, and saving copies of reports.
• Modernized the Reports Customization and Reports & Graph Center dialogs, introducing a refreshed layout and improved controls to enhance readability while maintaining the placement and functionality of existing settings.

What’s Fixed

• Fixed an issue where the Transaction Report did not correctly filter based on the Memo field.
• Fixed an issue in the Brokerage Account Register where manually adding a new security during a Bought or Sold transaction caused the transaction fields to reset.
• Fixed an issue where a date error message appeared when closing the Reconcile window with the Automatically reconcile after download option enabled for an investment account.
• Resolved an issue where some users who used the Express Web Connect+ connection method were unable to switch to Direct Connect even though Direct Connect was supported by their financial institution.
• Reports, including the Net Worth Report, now correctly display market values for securities with a short position that experienced a stock split.
• Income reminders now correctly appear under the Biller name view.
• The Income by Security report now includes Capital Gains Distributions (long, short, and medium term with "X" variations) in the Realized Gains column.
• Income reminders with Paycheck as a split category, exported from Quicken for Mac, are now correctly categorized as income reminders instead of being shown as bills.
• Transfer Out (Xout) transactions in an investing account are now correctly imported from QXF files, ensuring that the account balance matches the original file when importing.
• When editing a paycheck in Quicken, the category/account will retain the 401k account correctly even when both Employee and Employer contributions are set to 0, ensuring accurate handling of paycheck edits.
• Resolved an issue where customers encountered errors even after successfully downloading from financial institutions.
• Resolved an issue where Reminder amounts were being doubled in a Budget when viewing a Category's details.
• Resolved an issue where cloud data was being modified when a user chose not to sync the file in a multi-computer scenario.
• Addressed an issue where transaction details would unexpectedly clear after attaching a file in Quicken's Compare to Register (C2R) window.
• Erroneous entries in the Tax Planner.
• Resolved an issue where an empty Compare to Register (C2R) panel would appear in manual investment accounts after syncing.
• Addressed an issue where Chase credit card bills in Quicken's Online Billers were consistently short by one penny each month
• Transfer Reminders now correctly update the closing balance projection for receiving accounts.
• Addressed various stability issues, including crashes, freezes, and slowdowns, to enhance overall system performance and reliability.
• Fixed an issue in which customers were unable to open the datafile stored on OneDrive.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

What’s Improved

• Quick Pay payments are now more reliable. If a payment issue arises on a biller's website, Quicken will now seamlessly utilize the Automated Clearing House (ACH) network as a fallback, ensuring a consistently dependable payment process.

What’s Fixed

• Fixed an issue where attempting to refresh a biller using Refresh Bill resulted in the Unable to update billers error.
• Fixed an issue in the Tax Planner where it displayed erroneous entries and inconsistencies between the Projected Tax Summary and the detailed Tax Planner.
• Fixed a crash issue occurring after watching the introduction video and clicking Add Account.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

What’s New

• We’ve updated our product name to Quicken Classic and have revised our logo and other aspects of the product to match the name and updated branding. You will see the updated logo after you Restart your computer.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

What’s Improved

• Issues causing application errors/crashes.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

What’s Improved

• Added the capability to Export your investment portfolio data to Excel, as well as copy it to your clipboard for use in various other formats.
• Provided notification message in Reports to indicate Roth 401K transactions could appear in a tag-related report, with instructions for filtering them out. In Roth 401K support, regular 401K accounts have been suppressed from the list of available target accounts, and a bug that exposed an unintended data entry field when editing a register payroll transaction with a Roth 401K deduction has been fixed.
• Support for displaying more than two decimal places has been added to Investing reports for the number of shares and quote values, allowing a choice between 2-8 decimals, with three as the default.
• Quicken now supports importing investment transactions from Quicken Mac, enhancing cross-platform data handling.
• Improved the Investment Partnership Summary Report by including a column for the Last Valuation Date with a clickable link for updating the value. Default column widths were also adjusted for this report.

What’s Fixed

• Some customer accounts did not display in the Add Account screen.
• Quicken was incorrectly defaulting some mutual fund institutions to Simple Investing without prompting for Simple vs. Complete during setup.
• Sorting the banking/transactions report by Memo or Payee for a selection that includes both investment and non-investment accounts resulted in incorrect sorting.
• One-time reminders were changed to yearly after performing a cloud sync.
• Erroneous entries in the Tax Planner.
• When accepting transactions and editing the Memo/Category/Tag fields, the Memo field cleared upon clicking the accept or save button.
• Unable to remove some closed accounts from sync.
• The attachment icon was not displaying when an attachment was present.
• In some cases, QuickPay allowed selection of a payment account which was not supported for a specific biller.
• Fixed an issue where attachments were not syncing correctly after subscription renewal, resulting in missing attachments in the web and mobile companions.
• Unrealized gains were incorrectly reported in the Expense section of some reports.
• Scheduled income reminders for interest from tax-free securities were not processed correctly.
• Crashes and related issues.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

What’s Fixed

• Issues causing application errors/crashes.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

What’s New

• Added an Ignore all accounts / Ignore all linked accounts option to the Add Account process. This will aid customers with many accounts. They will no longer need to deselect each account they do not want to add.

What’s Improved

• Updated the text and copy in the Credit section of the Credit Score Report to accurately reflect the inclusion of different types of credit cards (personal, business, corporate, flexible, etc.) and HELOC accounts while excluding mortgage accounts.
• Improved automatic column sizing for the Investment Income report.
• Improved the Investment Performance report by optimizing vertical space, removing unnecessary elements, enabling sorting functionality, setting the default to no cash-flow detail, adding a Show detail toolbar button, and fixing a truncation issue.
• Updated the funding account setup process for Check Pay to help prevent customers from unintentionally using invalid account details and ensuring they receive micro-deposits successfully.
• Updated the Transaction Attachment dialog by changing the background color and adding a gray border around the thumbnails section to improve readability and differentiate the attachment previews.
• Made it easier to remove an Online Biller by adding a Delete Biller option in the Action menu dropdown.
• Implemented support for adding investment accounts/brokerages that exclusively utilize Express Web Connect.
• The application now displays an indicator on the bills dashboard to inform customers when a reminder instance has split categories. This indicator shows the number of splits and, upon hover, lists the split categories along with their corresponding amounts.
• Quicken will now retain the most recent category used for a specific biller, resulting in faster initiation of Quick Pay and Check Pay payments.

What’s Fixed

• Fixed an issue where the Alternate Background Color was not visible in rows on reports when a maximum data filter was applied.
• Fixed an issue where transactions were not being entered when the reminders were set to auto-enter.
• Fixed an issue in the IRR (Internal Rate of Return) report and other investment reports, such as the Portfolio Value report, where Asset Classes did not sort correctly.
• Performing a mobile sync resulted in transaction history issues.
• Fixed issues with reauthorizing accounts.
• Fixed an issue where the statement amount for some bills did not display when linked to a reminder, resulting in the absence of statement amount information on the dashboard for those bills.
• Fixed an issue where some investment transactions did not download due to a connection type mismatch.
• Fixed an issue where attachments were uploaded to the cloud for an unsynchronized account.
• Fixed an issue where users could not differentiate between file formats in the Transaction Attachment window by adding specific icons for file formats.
• Fixed an issue where unsupported payment/funding accounts were displayed for Quick Pay payments.
• Fixed an issue where exporting a report to Excel would incorrectly convert memo entries consisting of digits only into numeric values instead of retaining the original format.
• Fixed an issue where downloaded transactions did not match manually entered transactions as expected.
• Issues causing application errors/crashes.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

What’s Fixed

• Fixed an issue where bill reminder auto entry was no longer visible after syncing to mobile.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

What’s Fixed

• Issues occurred when launching Quicken when an Auto Reminder was set up within a file.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

What’s Fixed

• A "Quicken Update Status" error occurred when customers attempted to update their investment accounts. This resulted in a system freeze, preventing further actions within Quicken.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

What’s Fixed

• Improved instructions when Quicken crashes and requests a restart.
• Fixes for multiple crashes and errors.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

What’s Fixed

• Saved report information was disappearing.
• Mileage rates for 2023.
• Issues causing application crashes.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

What’s New

• Introduced a feature that allows users to more efficiently search transactions within the Compare-to-Register (C2R) section in banking registers. This targeted search option is separate from the register search and allows users to find just your new transactions by date, check number, payee, and amount.

What’s Improved

• Added the ability to sort columns in multiple reports.
• Improved Investing Partnership tracking by considering shares across all investment accounts when computing share balance. This allows for the accurate calculation of updated value per share after capital calls and distributions.
• Enhanced the investment register with the Compare-to-Register (C2R) area is displayed. You can now drag to resize the lower area to see more of your newly downloaded transactions (as in the banking registers).
• Enhanced the Hide Column feature in supported reports, including Transaction, Itemized Categories, Itemized Tags, Itemized Payees, and Tax Summary. This update introduces a visible 'close' icon on column headers that can be hidden, providing a more intuitive way to customize the view. (You can always re-add the column using the existing, reporting customization options.)
• A streamlined process for converting existing online bills to a new download method when this change is required by the biller.
• Added the ability to horizontally scroll through reports using the touchpad of your computer. Previously, horizontal scrolling was only possible by using the scroll bar.
• The Income by Security Report now includes an optional feature to display securities with zero income.

What’s Fixed

• Fixed issue in the tax planner in which the QDI and LTCG 0% tax rate brackets and 15% upper brackets were not updated from their 2022 values.
• Fixed issue in the Don't ask about lot assignment preference, in which users were prompted when adding new transactions resulting in a short position, despite having the setting engaged.
• Fixed issue in which no error message was shown when Quicken could not open an attachment.
• Fixed issue in the Tax Estimator that caused some fields not to update when other fields in the estimator were changed. Also adjusted the calculation of the Marginal Tax Rate and changed the name to the more accurate: Marginal Rate on salary.
• Fixed issue in which the date was not displayed for attachments added in prior releases.
• Fixed issue in which transactions would lose focus when adding an attachment, requiring customers to click the transaction again before saving it.
• Fixed issue in which the memo field was not populating correctly when entering transactions from the Bill and Income reminder for loans converted to lending loan accounts.
• Fixed issue in which users were not automatically returned to the Quicken application after a successful EWC+ sign-in at the financial institution website.
• Fixed issue in which archived investment accounts were set up with the home currency rather than the currency of the account being archived.
• Fixed issue in which Quicken was unable to import 2022 TurboTax files.
• Fixed issue in which tags disappeared after syncing a memorized payee with multiple tags.
• Fixed issue in which Quicken crashed after accepting downloaded transactions for some Investing accounts.
• Fixed an issue with the auto-resizing of the Date column in reports.
• Fixed an issue in which the report graph data overlapped in the print preview and in printed reports.
• Fixed a crash that could occur when searching for a financial institution while attempting to add an account
• Fixed an issue where investment holdings seen on Quicken Companion Web or Mobile app might not match holdings on desktop.
• Fixed an issue where Quicken incorrectly changed the Entered date for customer-entered bills.
• Fixed an issue in which creating and editing a memorized payee in Quicken Web would lead to multiple memorized payee entries in Quicken Windows.
• Fixed an issue where a crash could occur when adding items in the Customize Action Toolbar.
• Fixed an issue that could occur when searching for a multi-unit property in a Zillow search.
• Fixed an issue where Quicken was prompting users to enter their vault password for scheduled updates.
• Fixed an issue where an Apply button was incorrectly displayed over the Wells Fargo logo when attempting to reconcile a Wells Fargo checking account.
• Fixed an issue where some customers could not recategorize multiple transactions from a Register Report.
• Fixed an issue where some Financial Institutions that supported Express Web Connect (EWC) incorrectly indicated only Web Connect was supported.
• Fixed an issue causing false alarms from antivirus software.
• Fixed an issue where users received an erroneous "0 Transactions downloaded on Jan 0, 1900" message after performing a One Step Update on various investment accounts.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

What’s Improved

• Customers can choose between Direct Connect or Express Web Connect Plus when both are available.

What’s Fixed

• Resolved an issue where some scheduled paychecks were being improperly altered.
• An issue where the 'Add from Scanner' option in the Register did not correctly recognize devices.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

What’s Fixed

• A crash sometimes occurred when loading corrupted or empty attachment files.
• Restored the paperclip icon for new transactions.
• Resolved issue in which the Add button didn't work for adding transaction attachments.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

What’s Improved

• Updated the Payable Items filter on the Bills & Income tab to retain customer selections even after Quicken restarts.
• Added a new setting in the Customize dialog for reports that allows customers to exclude accounts with $0 balances in Account Balances and Net Worth reports, improving the readability of these reports.
• The Capital Gains report now allows users to sort all columns within each subtotal block, in ascending and descending order, for each Subtotal By menu item.
• Improved default column width and column width adjustment in the Investment Income report.
• Added ability to double-click on column separator on reports, enabling the columns to expand or shrink to fit to the contents of the column, with the new column width persisting in the corresponding standard report by default, making it easier to view data and reducing the need for manual resizing.
• Changes made to the column width on reports are now saved immediately without waiting until the report is closed. The changes are retained even when the report is customized or the Subtotal by option is changed.
• Quicken now supports Roth 401 (k) after-tax deductions in paychecks. This update also lets users track their Roth 401(k) contributions in the Tax Center.
• Added PDF preview capability to attachment viewer to allow for easier access and navigation of PDF attachments.
• The Placeholder Entries text in the investment register has been moved to an info icon, while still ensuring that the text is displayed on click of it.
• Investments Compare to Register has been updated to include the ability to resize columns using arrows. The controls have also been updated to match the spending Compare to Register.

What’s Fixed

• Customers were unable to edit fields in the Rental Property/Reminders.
• When customers deactivated a Chase account, then relaunched their Quicken file, a crash occurred.
• An incorrect date was recorded when using the Online Center to create Bank Bill Pay payments.
• A crash sometimes occurred when attempting to save an Email Template for a report.
• A crash sometimes occurred when printing the investment register.
• A crash sometimes occurred when accessing the Account Balances report.
• Syncing to the cloud caused the Entered or Transaction date for a transaction to change to Posted.
• A crash sometimes occurred when opening the split transaction window for a paycheck deposit.
• An issue with creating subcategories under Expense due to a presence of an invalid category.
• Quicken incorrectly changed security balances and amounts for some funds in Simple Investing.
• The Employer Contribution category was disappearing when 0 was entered as the Employer contribution for a 401(k) plan, causing uncategorized transactions in splits.
• An issue in which online recurring payments were being sent with incorrect payment frequency.
• An issue in which changes made to transactions through the report retagging feature were not being applied.
• A crash sometimes occurred when selecting a budget in annual detailed view for the prior year and then selecting File > Print Budget.
• An issue in which Quicken was creating sub-tags causing a single tag to become multiple tags on reports. The issue occurred when a transaction had an associated tag ID and Quicken considered both the split tag and base tag during sync.
• Blank lines appeared in the register when the register was the default opening page for a password-protected data file.
• The context menu options Rename Payee and Edit Memo were not working in Reports, preventing the renamed payee and changed memo from being displayed in transactions.
• Customers were unable to resolve the CC-800 error when attempting to perform a One Step Update.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

What’s Fixed

• Issues updating connection for online bills.
• Issues causing crashes for some users.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

What’s Fixed

• Repair Online Billers was sometimes incorrectly deleting manual reminders. 
• Real-time quotes were not displayed. (Quicken Premier and Home & Business)

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

What’s New

• Income by Security report that offers a detailed view of investment income earned from securities (Quicken Premier and Quicken Home & Business).
• Ability to create email templates to be used when sending invoices to customers from Quicken (Quicken Home & Business).

What’s Improved

• Improved allocation of cost basis across multiple lots when using the Spinoff Wizard.
• Data displayed on Dashboard cards is now more consistent with the standard Income and Expense reports.
• Overall performance of the application.

What’s Fixed

• Duplicate prompt displayed when confirming the move of selected reconciled transactions to a different account.
• New transaction download notification (blue dot) on account bar was not shown in some cases.
• Issue with syncing a budget for display on companion web or mobile app.
• Report data refresh issue when ‘Subtotal by’ option is changed.
• Issue where resetting an EWC+ account defaulted to the wrong connection method.
• Net Income from Paycheck showed as uncategorized income in reports.
• Investment sell transaction could showed the wrong status in Compare To Register even after accepting it.
• Move Investment Transaction dialog showed a non-account in the list.
• Incorrect display of investment balances in the account bar is some cases where future-dated transactions are present (as with RSUs).
• Balance issue on Dashboard investment card when filtered by accounts.
• Payee reports showed transactions belonging to other payees in some cases.
• Mismatch between spending snapshot and the transaction list.
• Global search incorrectly excluded investment results.
• Other issues that could cause crashes.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

What’s Fixed

• Quicken was not displaying some categories in budgets.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

What’s Fixed

• Splits for loans not allocating to categories properly.
• For multicurrency investment portfolios, the Portfolio Value report Show Lots option displays the security’s currency rather than the currency of the report.
• When customers added a bank account using the wrong credentials, the error message (Error 15500) displayed incorrect information.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

What’s Improved

• The Portfolio Value report has been extended with column sorting and an option to show lot details. This facilitates reviewing investment positions for tax loss harvesting.
• RSU investment tracking now features a one-time vesting option and can round off fractional shares.
• Quicken can now highlight new transactions. This feature will automatically be turned on for new users. Existing users can turn it on using the Selected Row Style preference in your register menu.
• Tax reports can now be created for any year in which there is financial data. This removes the previous limit of three years.

What’s Fixed

• A crash occurred for some customers accessing investment holdings.
• An issue syncing budgets to the cloud.
• An issue in which a Category edited for a single instance of a bill was incorrectly applied to future instances of that bill.
• An issue with the print preview screen showing reports at reduced size, although reports would print correctly.
• An issue in which some invoices incorrectly placed billing information in the Ship to field.
• In some cases, users reauthorizing accounts were incorrectly prompted to Add offline account.
• When trying to update their credit score, some users received an error that the server was not responding. Other users experienced crashes.
• For bill reminders that recurred based on the number of days, the frequency did not appear on the reminders page.
• The blue dot indicating a new transaction appeared inconsistently in the register and account bar when updating accounts.
• The Find & Replace feature was not finding amounts separated by commas.
• An issue in which Chase accounts without transactions were incorrectly being added during the Add Account process.
• An issue in which incorrect items appeared in the account type box when adding accounts.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

What’s Fixed

• Issue displaying paid bills and deposits received on the Bills & Income tab.
• Issue with One Step Update that resulted in slowing, freezes, and crashes.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

What’s Improved

• Updated tax rates with the 2023 amounts.
• Added dialog to convert Shares Added to Stock Split when it appears a brokerage has reported a stock split as added shares. This conversion has the option to be used once, always, or never.
• Customers can now edit the Category, Tag, and Memo fields for individual instances of bill payments.

What’s Fixed

• An issue in which some bills that appeared on the All Bills & Deposits screen did not appear on the list of Monthly Bills & Deposits.
• The Quicken for Home & Business mileage tracker did not have the correct IRS rates.
• Issues with the steps for adding investment accounts, including incorrect screens and inability to move past the Simple/Complete Investing prompt.
• Synchronizing split categories transactions created on mobile/web with Quicken desktop could result in losing the split categories.
• The investment reconciliation steps incorrectly prompted users to Enter Valid Date.
• The Find & Replace screen displayed improperly when using Large Fonts.
• Quicken updated the Opening Balance of an existing account during re-authorization, re-connect, and disconnect/reconnect. This should not commonly occur.
• New Match was not displaying for transactions that were first added on mobile/web but matched on the desktop program.
• Setting an account as a category for a memorized payee resulted in a duplicate memorized payee after syncing to the cloud.
• When transferring shares between accounts, the date order for the lots was incorrect on the security detail screen.
• When editing an account, the Show Separate Accounts option would not remain selected.
• When adding an online bill with multiple billers, the billers were not selected by default.
• When choosing Upload to Cloud for .txt files, a 403 error occurred.
• Line items for split transactions would lose their categories when syncing with mobile/web.
• When using auto reconcile for an investment account, a blank dialog box would appear.
• Incorrectly reporting a securities mismatch error for new investment transactions.
• Issues with the order of cards on the Dashboard when adding investment accounts. Additional dashboard issues with the order, amounts, and date ranges.
• When using Activate Quicken Bill Pay from the investment Holdings screen, Quicken would become unusable.
• Negative balances incorrectly appeared when entering split investment transactions.
• When creating a copy of a file, attachments would be added to the copy when the Attachments option was deselected.
• Quicken was changing the customer-entered date for some scheduled reminders.
• Some investment accounts were incorrectly identified as Retirement accounts.
• When updating a customer’s credit score, an internet unavailable error sometimes occurred.
• Security Names were truncated in the Portfolio by Security view for both the Dashboard and Investing Dashboard.
• Customers using transaction passwords were getting asked for the password multiple times during synchronization.
• The review and repair process for billers required multiple passes.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

What’s Fixed

• Downloaded investment transactions for options trading with active puts and calls (short sale/cover short) did not include information such as shares (units) and price.
• Synchronizing split transactions first created on mobile/web with Quicken desktop could result in losing the split categories.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

What’s Fixed

• For some EWC and EWC+ accounts, there were unreported gaps (missing transactions) in the downloaded transactions.
• Some customers saw an unnecessary OL-362 error when changing data files.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

What’s Fixed

• An issue in which manually entered transactions may not match a downloaded transaction when using the Quicken companion apps.
• For some customers, Quicken incorrectly updated the opening balance transaction automatically when an existing account was reconnected.
• The Reauthorize option provided to customers who received the CC-800 error was not working properly.
• Customers with accounts in need of migration were not being prompted to migrate when using Update Now from the account register.
• An issue in which Online Bills without linked Reminders could be incorrectly matched with pending transactions.
• Removed the Update Quotes status dialog introduced in R45 based on customer feedback.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

What’s Improved

• We’ve made the Dashboard easier to work with and more customizable to suit your needs. You can use Customize Dashboard to create and name new cards using the Duplicate and Rename functions. This way, you can filter by accounts or dates to show you the data you want to see on the cards you choose with names that are meaningful to you.
• We’ve upgraded the Find and Replace tool in the register to allow you to search using find multiple criteria and replace values.
• To make it easier to add attachments such as receipts, checks, and statements to transactions, you can now use drag & drop to directly attach a file to a transaction instead of going through the multi-step process of using the attach file dialog.
• We improved the security matching experience for customers using Quicken Premier and Quicken H&B. The display is now larger and includes labels for the Security Name, the Ticker, and the CUSIP. You will no longer be asked to confirm a match if the first half of the Security Name, the Ticker, and the CUSIP match.
• In response to your requests, Quicken Premier and Quicken H&B now provide an option to specify units instead of percentage or gradient when adding an RSU Grant.

What’s Fixed

• Synchronization issues resulting in deleted tags between mobile and desktop.
• Display of some upcoming bill dates more than 30 days in the future.
• The categories displayed in the Cash Flow report did not match those displayed in the Current Budget report.
• Quick Pay transactions with account names over 31 characters failed to process.
• Display issue with Investments Portfolio View.
• The Buy/Sell ESPP Shares wizard displayed different stocks for some customers when switching from the EasyStep tab to the Summary tab.
• Inability to delete blank investment transactions related to a paycheck.
• When synching manual accounts to the cloud, multiple Other headings were displayed rather than grouping all manual accounts under a single Other heading.
• The Expense Reminder menu option used for manually adding reminders was not appearing in the Calendar.
• The Make a Quick Pay payment screen was not displaying the Memo field.
• Check Pay synchronization error.
• Some customers had the date changed on reminders after entering them.
• Scheduled Quick Pay payments did not appear in Projected Balances tab.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What’s Fixed

• Issues causing crashes for some users.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What’s Fixed

• Issues causing crashes for some users.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What’s Fixed

• Issues causing crashes for some users.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What’s Fixed

• An issue in which a crash sometimes occurred when downloading Real-time quotes.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What's New

• Your banking registers can now display pending transactions. Pending transactions are editable and will be matched once the transaction clears.
• For investment customers, Real-time quotes are now available. Real-time quotes can be turned on or off using Edit > Preferences > Investments.
• Compare to Register now features icons for the frequently used tasks of Go to bank website, Set up payment option, One step update, and Last download information.
• Investment customers can now add and track cryptocurrency the same way as any security in Quicken. A global preference is also available to set cryptocurrency precision of six to eight decimal places.
• Created the Other Investments option as part of the Add Account feature. The Other Investments option can be used for setting up Stock Options, RSUs, Investment Partnerships, and other manual investments.

What’s Improved

• Updated Lifetime Planner calculations to reflect new tax laws and tax rates.
• The Investment Performance Report can now display subtotals by Option Group.
• Adding a new investment transaction will no longer automatically reload the transaction list as long as the transaction appears at the end of the list.
• Closed accounts no longer appear on the list of accounts to select for synchronization.
• For Home & Business users, Quicken now populates shipping addresses on invoices when they are available.
• Snapshots of all of a transaction’s attachments will now display in the Transaction Attachments screen.
• When adding manual transactions, the entire row for the transaction will be highlighted for better clarity. We have also included an add transaction icon (plus sign) in the top right corner of the register.
• Users can now schedule bill reminders for every x days using the Daily frequency option. For example, if a bill comes every 30 days instead of monthly.

What’s Fixed

• Issue downloading Transactions and Opening Balance during the initial setup of Schwab accounts.
• Bill and Income Reminders did not expand in Compare to Register for disconnected investment & banking accounts.
• The Bill card on the dashboard did not update some data properly.
• The prompt to choose between Simple or Complete Investing appeared for users adding non-investment accounts.
• Issues refreshing the list of financial institutions when adding accounts.
• Issues using Un-match this transaction when automatic matching occurred incorrectly after downloading new transactions.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What’s Fixed

• An issue where migration to Express Web Connect Plus caused duplicate transactions for Chase investment accounts.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What’s Fixed

• Resolved an issue causing some users to see the “Check Pay account sync error" message.
• Some Chase customers were unable to migrate to Express Web Connect Plus.
• Some customers were erroneously required to set up Check Pay again.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What’s Fixed

• While reauthorizing Chase accounts, even though accounts were linked, existing account names that are linked were not shown. Also, in some cases accounts were not linked automatically, causing duplicate accounts.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What’s New

• Added Restricted Stock Unit (RSU) tracking in investment accounts, accessed from ‘Enter Transactions’.
• Added the ability to duplicate cards on the New Dashboard to filter and view information from different account types.

What’s Improved

• Provided an option on the 'gear' menu to display the security symbol as well as the security name in the investment register.
• Added the option to backfill missing price history in the Security Details view.

What’s Fixed

• The Save and Rearrange buttons were hidden from the view while Re-arranging accounts on the Account Bar.
• Paycheck transactions were duplicated after cloud sync.
• Share balances were rounded to two decimal places in reports even though the preferences were set to show more than two decimal places.
• The Investment Transaction report showed an additional column without a header.
• The New Match status did not appear consistently in the account register.
• Balances were not updated in the checking account when linked to an investment account in Simple Investing mode.
• Sync errors in accounts enabled for Check Pay.
• Micro deposit initiation was failing while setting up Quick Pay.
• The four digits of the year could not be entered while creating a refund.
• An error occurred during cloud sync when Investment Partnership securities were added.
• One Step Update summary was occasionally blank.
• The Last Used date in the Memorized Payee List was sometimes inaccurate.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What’s Fixed

• In some cases, Tags were disappearing during Cloud Sync.
• Securities with asset mixtures were being incorrectly labeled.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What’s New

• Added the new Investment Partnership security type and asset class designed for tracking venture capital investments.
• Added option to append time to a backup file name as well as the date.

What’s Improved

• The Save button for Rearrange Account also closes the Rearrange Account screen.
• For report exports, the outdated PRN format has been removed and the CSV format has been added. CSV has also replaced TXT as the default export format.
• Updated the informational text for the New Category and Edit Category screens.
• Improved the logic for matching manual transactions with downloaded transactions.
• Improved usability of Customize Report screens. All options now display by default.
• Improved user interface for Make a Credit Card Payment.

What’s Fixed

• When rearranging and saving the changes in the Rearrange Account screen, display issues occurred and some changes failed to take effect.
• The Reset Account process was causing the application to crash for some users.
• The Large Fonts option was causing the help window to become larger than the screen, especially on low-resolution monitors.
• Issues with tag errors during cloud synchronization. 
• Issues syncing transactions.
• The Zillow connection was not turned off during file copies for disconnected accounts.
• Report option listed as Show (Hidden Accounts) instead of Show Separate accounts.
• Quicken was not auto-linking accounts matching existing Schwab accounts.
• Removed non-functioning Map Quest link from mileage tracker.
• The Paid stamp failed to appear on printed and emailed invoices.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What’s Improved

• In preparation for Chase changing its Online Bill connectivity, added guidance for converting Chase Online Bills to manual bill reminders.
• Added the ability to get balances and due dates for Chase credit cards from connected online accounts.

What’s Fixed

• In-product chat was not appearing.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What’s Fixed

• A crash that occurred when clicking More Info on a message about eBills.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What’s Improved

• Created an Investment Transactions preference to give users the option of sorting same-day transactions alphabetically.
• Ability to add notes to individual cells within a budget.
• File Copy now has an option to continue copying even if some errors are encountered.
• Under the Planning tab, Savings Goals can now be sorted and filtered.
• A Reset button will no longer appear in the register when nothing is filtered.
• Added the option to Accept All Matched Transactions when comparing Downloaded Transactions to the register.
• You can now reorder accounts on the account bar using drag & drop. Accounts must still be within the same account type (Banking, Investing, Property & Debt, etc.)

What’s Fixed

• A crash occurred for some users switching between tabs.
• An issue calculating Cash Amount when buying a bond with a commission using the Bonds Bought wizard.
• Truncated text on Add Security to Quicken screen.
• An issue in which some Schwab accounts had their opening balance altered. 
• When closing Quicken, some customers encountered a prompt to make scheduled updates although no updates were scheduled.
• The scroll bar was missing in Compare To Register for investment registers.
• An issue with the display size for Downloaded Transactions.
• Issue linking PayPal accounts to invoices.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What’s Fixed

• Issue with screen refresh in the account register during One Step Update.
• Issue filtering payees when using the Online bills filter.
• The Net Worth card was showing incorrect values for customers with separate accounts.
• Issue with two-line display in investment account register.
• Issues related to crashes.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What’s Improved

• Security transactions from the same day now appear in alphabetical order.
• Refined look and feel of offline/manual add account process.
• Improved checking for deleted data sets when handling data maintained on two computers.
• The instructions for downloading a web connect file are now more prominent and comprehensive. You can import past transactions through your web connect file while adding connected accounts.
• You can now dismiss the message you receive when the next bill amount and date are not available from an online biller.
• When making a Quick Pay or Check Pay payment from your register, the default pay-from account will be the account you are currently in.
• You can now rename the cards on the new dashboard. You can also filter which accounts are used in those cards. The Uncategorized Transactions card now works with previous keyboard shortcuts.
• Restructured the Help menu to make it easier to navigate using submenus. 

What’s Fixed

• Quicken was incorrectly changing the Opening Balance for some Schwab users.
• Restored visual indicators for Express Web Connect investing accounts during One Step Update.
• Some transactions were not matching correctly when syncing with mobile.
• Closing the .QDF import screen during a file import was not stopping the import process.
• An issue in which a crash sometimes occurred when accessing the investment accounts tab.
• An issue in which the customization screen for saved reports containing investment transactions incorrectly displayed the Memo contains field.
• The Make Credit Card Payments screen was not showing the full list of QuickPay payees.
• The Internet Unavailable screen incorrectly appeared when processing a user’s credit score.
• An issue with overlapping text on the Combined Bills Income and Transfers Get Started page.
• An issue in which the Last Payment information was not appearing under Bills & Income for Bank Bill Pay bills with in some cases.
• The error message "Service provider change OK right away" was appearing inappropriately for some users.
• The preference to turn off critical messages was not properly filtering the messages.
• An issue with the online payee lead times setting.
• Issues with the remove password feature for data files.
• In some cases, the "You have tasks to complete" message was appearing for closed and hidden accounts.
• An issue maintaining column width changes on the Investment Account Overview (Holdings) screen.
• An issue in which the Create a copy or template option under the File menu failed in some instances.
• Rare issues connecting to financial institutions.
• An issue with crashes when selecting Profit and Loss under the Business menu when using a Canadian account.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What’s Fixed

• Some paycheck splits were disappearing or causing crashes.
• Issues with data file creation and synchronization during some account migrations.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What’s Fixed

• For users with investing accounts, the register was not showing the correct Running Balance amount.
• Paycheck Wizard does not allow you to create additional Tax Items.
• Issues causing increased synchronization failures.
• Issue causing crashes in some instances.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What’s Improved

• Improved support for different sign-in methods including using a Financial Institution’s secure, sign screen in a web browser.
• The most recently added payee in the register will now automatically be selected when you add a new check pay payee.
• Update Federal Income Tax Withholding (W4 Rates).

What’s Fixed

• Issues with the dashboard not properly displaying or refreshing data for some users.
• An issue in which the type of transfer was incorrectly added when entering multiple transactions for an IRA account.
• An issue with the check pay number repeating for accounts that use checks more than six months apart.
• An issue filtering dates on the Net Worth card.
• An issue with background colors for bill payment selection.
• An issue in which some investing accounts did not properly revert to Simple Investing.
• An issue with Compare to List not showing transactions until Quicken is restarted.
• An issue changing the posting date for downloaded transactions.
• An issue with decimal rounding in opening account balances.
• An issue with the Review & Repair Payments functionality.
• An issue with the dashboard scroll bar not functioning in some instances after dragging and dropping a card to the bottom of the dashboard.
• An issue applying filter settings when using Print Projected Balances.
• Missing text in the Mileage Tracker dialog.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What’s Fixed

• Using QClean could cause a TurboTax registration to be removed.
• The Show option for holdings was not displaying all available options.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What’s Fixed

• Blank dashboard appeared for some data files.
• Synchronization issue for some users.
• A crash occurred for some users after updating the Quicken version.
• Internal reporting issue.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What’s Fixed

• "Awaiting next bill state" status was appearing incorrectly for bills in which the payment procedure had been discontinued after initiation.
• Check pay payees were appearing on the Bills card on the dashboard.
• A crash was occurring for some users.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What’s Improved

• The Modern Dashboard has been enhanced with new cards and improvements to controls, Drag & Drop, and hiding cards. The three new cards are Net Worth, Income & Expense, and Bills, Income, & Transfer.
• You can now resize the columns in the Account Balances, Net Worth, FBAR, Current Spending vs. Average Spending by Category, and Current Spending vs. Average Spending by Payee reports.
• Simple Investing option now always shows in Add Account screen for investment accounts.
• All scrollbars are now modernized. The option to use the older version of scrollbars has been removed.
• Check Pay payments can now be voided after sending a check. You can now quickly make a payment at the end of adding a new payee. Pay Bills has been added to the Quicken setup process to get you started quickly.
• Other backend improvements to Quicken Bill Manager.
• You can now sync non-image attachments to the cloud.

What’s Fixed

• Asset accounts would sometimes incorrectly appear in reports.
• The Net Worth graph was inaccurate after using customize to change the Net Worth card.
• The Loan option was appearing incorrectly when adding direct connect accounts.
• Custom Portfolio Views did not save column width changes
• After reconciling a credit card account, the Make Credit Card Payment screen still reappeared after choosing Don't show me this screen again.
• The option to unmatch auto-accepted transactions did not appear for downloaded transactions.
• An issue reenabling accounts for Quicken Bill Manager after restoring a file from backup.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What's Fixed

• Internal reporting issue.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What's Fixed

• In some circumstances, newly-entered register transactions didn’t display.
• A crash sometimes occurred when working with properties.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What's Fixed

• A bill refresh issue was causing some Quicken instances to crash.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What's Fixed

• For Schwab customers: Some investment transactions were missing information.
• For Schwab customers: Running Validate and Repair File for files with both an investment and banking account resulted in the banking account sometimes getting deactivated.
• Users with closed or hidden accounts had issues with reauthorization and account deletion.
• A crash was sometimes occurring when One Step Update downloaded bill information.
• Other issues related to crashes and synchronization.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What's Improved

• Updated tax rates for 2022. This includes new rules for medical and dental expenses as well as mileage rates.
• Updated Credit Score tool to handle new security and verification requirements from Equifax.

What's Fixed

• An issue in which some investment accounts connected through Express Web Connect did not delete correctly.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What's Improved

• Flow of account authorization and reauthorization.

What's Fixed

• An issue where bond and other non-equity prices weren’t updated when downloading Schwab accounts.
• An issue with transactions not appearing in Compare to Register immediately after reauthorizing a Schwab account.
• Handling of downloaded securities without symbols in Simple Investing.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What's Fixed

• An issue in which, for Charles Schwab users with multiple accounts, in unusual circumstances some transactions could be downloaded to the incorrect account. Note: customers who experienced this issue can correct previously downloaded transactions using “Move Transactions” from the gear menu for the investment register.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What's Fixed

• Issues with account logins, deactivations, and reauthorizations related to Charles Schwab account migration.
• Issues displaying account balances in the register for some Charles Schwab and Capital One customers.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What's Fixed

• Issues with deactivating investment accounts that are connected through Direct Connect.
• Connection issue with Charles Schwab resulting in missing transactions.
• Issues syncing investment accounts between desktop and mobile/web.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

• A few internal bug fixes and improvements.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

Improvements

• We’re updating the infrastructure used to connect Quicken to financial institutions, making it more secure and reliable. This is part of a long-term rollout that started in the last release. We have updated the connection infrastructure to Charles Schwab. Customers with Charles Schwab should update now to continue downloading transactions. You will need this version to take advantage of this new connection. The old Charles Schwab connection will be discontinued, so you should upgrade immediately.

What's Fixed

• An issue in which bills that were in the Awaiting next bill status were not shown on the Bills dashboard.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What's fixed

• Issues with categories appearing for new retail users.
• An issue in which some investment accounts that had been converted from Simple Investing to Complete Investing were converted back to Simple Investing due to a preference change.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

Improvements

• We are updating our connectivity with financial institutions to improve the speed, security, and reliability of downloading transactions. This includes improvements to the process for adding investment accounts.

What's fixed

• An issue in which Quicken crashed when deleting the last account in a synchronized data file.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

• Fixed: An issue in which new users were unable to switch to the Classic Dashboard in Quicken Starter.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

• Fixed: An issue with the new dashboard appearing as blank after using tabs to navigate away from the dashboard then back to the dashboard.
• Fixed: A mismatch in the Top Spending Categories data in the classic dashboard versus the modern dashboard.
• Fixed: An issue creating a sanitized data file when a data file password existed.
• Fixed: An issue with crashes occurring during exports.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

• New: A new dashboard is available with new snapshots including Top Spending Categories, Top Payees, Uncategorized Transactions, Recent Transactions, Investment Top Movers, and Portfolio Value. This dashboard will be the default for new customers.
• New: Added a Don't update memo when downloading option for customers who do not want their memos overwritten. The option is available under Account Details → Online Services.
• New: Added the menu option to Pay with Bill Manager for customers using Quicken Deluxe and Quicken Starter. Choosing this option will give you the opportunity to purchase Bill Manager as an add-on or to upgrade to Quicken Premier to meet your bill payment needs.
• New: For investment customers, the graph on the Security Detail View now optionally includes indicators for when the number of shares of the security increased or decreased.
• Improved: You can now change the account types for IRA accounts. This is intended to address scenarios where the account was initially set up with the wrong type.
• Improved: For Quick Pay and Check Pay customers, the last payment account used will be remembered and set as the default for a biller.
• Improved: You can now see which bills have been set up with auto-pay on your biller websites by checking the Current Bill column on the Bills dashboard.
• Improved: Bill Manager customers can more easily bring up their recent payments when using the Biller Name filter.
• Improved: Check Pay customers will now be able to see what the check will look like before sending it.
• Improved: For the Portfolio Value & Cost Basis, and Net Worth reports, there is now a ‘Day’ option for the interval.
• Improved: Added a keyboard shortcut ALT+O to use for Done in the Reconcile Summary window.
• Fixed: An issue in which synchronization after several months of inactivity caused the Paycheck Reminder total to become zero.
• Fixed: An issue in which the Schedule B report was sometimes improperly reporting dividend and interest income for split transactions.
• Fixed: Automatic downloading was alerting customers to new transactions when there were no new transactions.
• Fixed: An issue in which Year-End Archive was disconnecting the accounts for the current file instead of the archived file.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

• Fixed: Resolved an issue in which some customers were prompted to enter a data file password for a data file that did not have a password. 

Note: Customers who have Norton Antivirus need to update to the most recent Norton Antivirus patch to ensure Norton Antivirus will work properly with Quicken.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

• Fixed: Issue with antivirus software certification.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

• Fixed: Issues causing Quicken to crash in some instances, including when opening Windows 2014 data files.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

• Fixed: An issue related to antivirus blocking in which Quicken was unable to open files for some users and would request that they install ‘Quicken 2004’.
• Fixed: An issue in which accounts were not properly included in Saved Reports for migrated data files.
• Fixed: An issue in which customers were unable to exit Quicken after a manual backup.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

• Fixed: An issue that was causing crashes during the One Step Update process.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

• New: The delivery status of Check Pay payments will now appear on the Dashboard when there is a delivery date available. 
• New: Added option to Pay with Check Pay to online bills.
• New: Added the ability in Check Pay to mark Favorite billers and to use Favorite as a filter for billers that are set up for Check Pay. 
• Improved: Copy and Backup File support has been updated to prevent connection problems.
  • Using a copy of a Quicken file that contains connected accounts, syncs to the cloud, or uses services such as Bill Presentment or Quicken Bill Manager can cause problems if you perform certain connected actions in the file copy and then switch back to using the original file. To prevent these issues, using the Copy command in Quicken will now create a copy that has all the online services disconnected. This is useful when creating an archive file you don’t intend to update in the future via download, or when you’d like to use the new file as a “template” or starting point for a new, separate Quicken file. 
  • If you only want to create a copy of your file for troubleshooting purposes or to experiment with a new feature, you can also make a copy, then reconnect any accounts you need, and proceed to use the copy.
  • If you want to make a complete Backup of your file to possibly restore in the future, use the Backup option instead. A backup will not have connected services disabled when you open the backup via the Restore Backup feature.
  • Please review this help document if you have questions.
• Improved: The FBAR report has been redefined as the Maximum Account Balances report. This report identifies the highest balance for your accounts during a set time period. 
• Improved: Improved error messaging for bill payment setup.
• Improved: Updated the Check Pay interface to make the selection of the date to send the check clearer to avoid confusion between the Send on date and the Arrive by date.
• Improved: Updated the Customize Action Bar interface to allow users to apply changes globally as well as to an individual account.
• Improved: The process for saving reports now provides more information, and reports can now be locked so that future changes to the report will not be saved.
• Improved: When adding a new security, putting that security on the Watch List is now optional.
• Improved: The Account List, Memorized Payee List, and Tags are now searchable.
• Improved: For securities tracked with Simple Investing, the Security Detail View will display the Gain/Loss value as the change in market values as of the date shown.
• Improved: Various performance improvements.
• Fixed: An issue in which name changes for billers did not update when deleting the biller.
• Fixed: An issue in which changes to the Quicken ID or Email Address did not properly appear in the Quicken ID & Cloud Accounts preferences.
• Fixed: An issue in which Quicken would sometimes crash after running for multiple days.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

• Fixed: An issue that was causing crashes during the One Step Update process.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

• Fixed: An issue that was causing crashes during file backups and when exiting the product.
• Fixed: An issue causing Quicken to stop responding or crash during updates.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

• New: Quicken is working with our data aggregator to improve the way we download information from your financial institutions. For this release, these changes will only apply to new data files. Later this year we will bring these improvements to your existing data files
• Fixed: An issue in which Compare to Register was using an outdated online balance. 
• Fixed: An issue in which the Mobile & Web tab would appear, even when turned off in View → Tabs to show.
• Fixed: An issue in which an alert sound would play when selecting Update Now from the One Step Update Settings screen.
• Fixed: An issue in which the patch backup file name was not changing to the correct new format.
• Fixed: An issue in which split category line amounts in the paycheck wizard reverted to zero during synchronization with the cloud.
• Fixed: A crash that occurred when accessing Cloud Account preferences.
• Fixed: An issue related to accessing the ACH form in My Account during the Enable Add-On Payment process.
• Fixed: An issue calculating the opening balance when reactivating an online account.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

• Fixed: An issue in which the Check # column in the register showed up as a blank for Quicken Bill Manager payment transactions.
• Fixed: An issue in which crashes occurred frequently for some users.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

• New: Added a QR code that can be scanned to help download Quicken Mobile. Also added instructions and additional information about Quicken Mobile.
• New: Updated the register scrollbar design. This can be changed using Preferences > Setup.
• New: In the Investment Dashboard, you can now view the Security Detail for an item in the Top Movers section by clicking the underlined security name.
• Improved: To decrease the chances of losing data, the active customer data file will now be now backed up automatically before an update is installed.
• Improved: Updated the look and feel of the online help browser and added global search functionality.
• Improved: QXF data files from the Mac Starter Edition can now be imported by the Windows Starter Edition.
• Improved: The Print Checks feature now includes an “early access” option to print checks using Check Pay.  To enable this, use Preferences > Write Checks.
• Improved: Improved CTRL+F search by adding a register preference to choose a default of either Any Field or Currently Selected Field. This preference will be maintained for subsequent searches.
• Improved: Investment Transactions preferences can now be accessed from the Investment Register by using the gear icon and selecting Investing preferences. The Register Preferences menu option under the gear icon will now link directly to Register under Preferences.
• Improved: The names for online bills can now be edited.
• Improved: Modernized look and feel of register filters.
• Improved: Setup preferences now include the preference Use new subscriber settings for new files, accounts, features. 
• Improved: Updates to look and feel of some menu elements.
• Improved: Decluttered Investment Performance (IRR) report by not displaying accounts that have no starting value and no change during the reporting period.
• Fixed: Performance issues with large data files on startup when the Bills tab is set as the Startup location.
• Fixed: Issue in which IntIncX, DivX and similar transfer transactions were omitted from Budget Actuals in the Planning view.
• Fixed: Issues with entering dates and terms in the register search.
• Fixed: Issue in which functionality to change a Category for transactions with the same Payee did not work for transactions when the Payee name was longer than 31 characters.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

• Improved/Fixed: Updated and fixed issues with process for resolving lost data file passwords.
• Fixed: Issue with downloaded and cloud synced transactions not automatically matching to manual transactions.
• Fixed: Issue causing crashes during subscription renewals.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

• Improvement: Added a Setup preference, Use new scroll bar in bank registers, for customers who want to try our new scroll bar. This preference defaults to off.
• Improvement: Clarified message and added instructions for Wells Fargo customers encountering issues migrating to Quicken Cloud Services.
• Fixed: Bank register scroll bars scrolled through too many transactions in some instances, especially when customers used a trackpad.
• Fixed: For investment accounts tracked through Simple Investing, some security prices were set to $1 when accounts were downloaded on a weekend day.
• Fixed: Register comparison was automatically matching manual entries with downloaded entries for some customers who had disabled Automatically add to banking registers.
• Fixed: An issue retaining newly added Portfolio view customizations.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

• Reverted: Reverted the new scroll bar changes in the register.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

• Fixed: Resolved an issue in which the right mouse button did not function properly when used to scroll through banking account registers because the scroll bar was unresponsive.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

• Improved: Added a Select option to the Investments register so multiple entries can be modified as a group. To use this feature, select the gear icon and choose Edit multiple transactions. Use the check box in the Select column for each item you want to edit, then choose one of the options at the bottom of the screen.
• Improved: Updated and decluttered the register. Changes include increasing the size of the search box and collapsing the filter bar. The filter bar now features modernized drop-down menus and resets when collapsed.
• Improved: We have modernized the look and feel of scroll bars throughout the product.
• Improved: Redesigned the help content. Help can now be accessed online. An offline option is still available.
• Improved: Removed the limit for the number of addresses allowed in the Address Book. 
• Improved: For bill tracking commands, changed term Ignore to Skip.
• Improved: Added the keyboard shortcut Ctrl+Shift+X for the command Go To matching transfer. This is used only when a transfer is selected.
• Improved: For users of our investment level products, changes made to Register preferences, appearance, and fonts will now apply to both the banking Register and the investment Register.
• Improved: Added screens that address issues related to updating and merging Wells Fargo accounts.
• Improved: Added verification process for email addresses used when sending reports. This also applies to invoices sent by Quicken Home & Business users.
• Improved: For users of Bill Payment Manager, added the option to look up bill payment usage directly from the Bills menu. Also added the option to validate payments and fixed a performance issue in the Bills dashboard.
• Fixed: Resolved issue syncing memorized split transactions.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

• Improved: Updated tax rates, tax calendar, and mileage rates for 2021.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

• Fixed: Resolved a synchronization issue in which some users had categories deleted for transactions after a One Step Update. While this fix will prevent the issue in the future, existing users who experienced this issue should install this update, then restore their data file from a backup.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• Fixed: Resolved issues with Simple Investing related to switching to Complete Investing, incorrect security types, and incorrect prices. Also updated messaging.
• Fixed: Resolved an issue in which the date selection tool was not working on the Rental Property tab.
• Fixed: Resolved an issue with the Quicken Community option on the Help menu.
• Fixed: Resolved an issue in which accounts migrated to Quicken Cloud Services were, in rare circumstances, deleted during One Step Update.
• Fixed: Resolved an issue updating all categories for a payee.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• Fixed: Resolved an issue in which a What's New graphic displayed date information in an incorrect format.
• Fixed: An issue in which some accounts were incorrectly changed from complete investment transaction reporting to Simple Investing. Users who were affected should double-check their investment transactions and either manually replace the simple investing-style downloaded transactions or restore from a backup.
• Changed: Simple Investing is in beta status, defaulting to ON, which allows you to enable it for individual accounts if you would like to. You can completely turn off Simple Investing using Preferences > Investment Transactions.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• New: Added option to Activate Automatic Add-On Payments for Quicken Bill Manager. You can now automatically add additional bill payments if you exceed your monthly allotment of payments, for a small fee. An email will be sent to you every time Quicken automatically adds more payments.
• Improved: Made improvements to investment tools in Quicken Premier and above.
  
  • Added the ability to define custom asset classes, in addition to the asset classes that are predefined in Quicken.
  • Added ability to create 10 more customized Portfolio views, for a total of 19 Portfolio views.
• Improved: Added a Release Notes menu item to the Help menu. Use Release Notes to view information about the latest release and to go to the Update screen if you are not on the current version of Quicken.
• Improved: New access points for Quick Pay and Check Pay from the Scheduled Transaction List and Make Credit Card Payment.
• Improved: Simple Investing is no longer in beta. It is now a standard feature and will be the default investment tracking for new users. Complete Investing will still be the default for existing users. 
• Improved: Simplified banking register for new users by removing the Payment and Deposit columns from the default display. You can still add these columns using register preferences.
• Improved: Added a Support button to the toolbar as a default for new users. Selecting the Support button opens the Contact Support web page.
• Improved: Added a Quicken on the Web button to the toolbar. Selecting the button will open the web version of Quicken.
• Improved: Added flyover security price information to the “Top Movers” section of the Investment Dashboard.
• Improved: Added options to access Quicken Bill Manager settings for Bank Bill Pay accounts. The settings can be accessed from the Account List or from Online Services under Account Details.
• Improved: Added an option to pay Quick Pay bills with Check Pay. To use this option from the Bills tab, Shift+Click on the Quick Pay button for a bill. The option to Pay with Check Pay instead of Quick Pay will appear.
• Fixed: Resolved issue in which the Investment Simple Account and Dashboard displayed the incorrect currency for some multi-currency users.
• Fixed: Removed invalid option to activate Quicken Bill Pay from an investment account.
• Fixed: Resolved a synchronization issue with Quicken Cloud Services. If an account was synced, then transactions were deleted from the account and the account was deleted, errors would occur the next time the account was synced with Quicken Cloud Services.
• Fixed: Resolved an issue in which some transactions that were reconciled and cleared within Quicken for the Web were not properly reconciled and cleared when synced with Quicken for Windows. 
• Fixed: Resolved synchronization issue related to permissions errors.
• Fixed: Disabled the Print option in the Dashboard view under the Investing tab. 
• Fixed: Resolved an issue in which in-product chats with Customer Care would crash during One Step Update or while creating a file backup.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• Fixed: Resolved an issue in which a link inside a message to users caused the message to not display properly.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• Fixed: Resolved an issue in which bill payment setup was incorrectly prompting users to deactivate the service.
• Fixed: Resolved an issue in which event information was being tracked for users who had not yet signed in.
• Fixed: Resolved an issue logging some events related to throttling.
• Fixed: Resolved cloud sync issue causing dismissed reminders to reappear.
• Fixed: Resolved issue in which some expected functions were unavailable on the Online Payees List.
• Fixed: Resolved an issue in which Bank Bill Pay was not available when creating a new data file.
• Fixed: Resolved an issue in which online bill payment was unavailable for recently reconciled credit card accounts.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• Fixed: Resolved an issue in which a financial institution's name was incorrectly displayed.
• Fixed: Resolved an issue in which some loan accounts were incorrectly changed to paid off after an account update.
• Fixed: Resolved an issue in which Quicken was crashing when users attempted to link investment accounts.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• Fixed: Resolved an issue adding online accounts for Chase and USAA account holders when using the financial institution's icon on the Add Account screen.
• Fixed: Resolved an issue in which the application crashed during One Step Update when the user was syncing with Quicken Cloud Services (Mobile & Web).
• Fixed: Resolved an issue in which some users saw two opening balances for a loan account due to a change in aggregation.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• Improvement: The Add Account screens have been improved to make the process of linking accounts to financial institutions easier. The new design emphasizes that users add accounts by financial institution rather than account type. For example, a user may have several accounts (checking, savings, credit card, etc.) with the same institution and those can be added via a single search rather than searching for each account type separately. The improved process also uses tabs to delineate adding connected accounts from adding offline accounts or other assets and liabilities. As before, you can add an account by selecting the + icon on your Account Bar. Quicken Home & Business users will see an additional tab with business options. We've also improved the financial institution search. As part of this process, the search results page was redesigned to make results more informative and the popular financial institutions list includes a greater variety of financial services.
• Improvement: As part of the Add Account improvement, it is now easier to add Direct Connect to a loan account, either when adding a financial institution for the first time, or as a later step.
• Improvement: Added the ability to use the Simple Investing beta when adding investment accounts through the Add Account process.
• Improvement: For Value Over Time in Simple Investing, added a year to date value called This Year. Also added a quote timestamp to the Top Movers panel. Updated formatting and colors as well.
• Improvement: Cloud synchronization has improved error handling and transaction processing. 
• Improvement: Updated the financial institution login page to improve messaging and promote security.
• Improvement: Added the Contact Quicken Support menu item under Help. 
• Improvement: Made it easier to change the file location for automated backups. 
• Improvement: Added the ability to initiate a Quick Pay or Check Pay payment from the Bills & Income Reminders (Ctrl + J) window.
• Improvement: Added in-product tutorial and videos for using Quicken Bill Manager with Quick Pay and Check Pay. They can be accessed from the Bills & Income tab.
• Improvement: Added option to schedule checks based on either the send date or the target payment date when using Check Pay.
• Improvement: Added a way for users to send a Quick Pay or Check Pay payment after reconciling a credit card account.
• Improvement: Changed the Corporate Securities Spin-Off investment action to use a Return of Capital transaction instead of a Removed transaction to provide more accurate IRR reports.
• Fixed: Resolved an issue in which the Online Payee List did not retain former Quicken Bill Pay payees, making it more difficult to add these payees to Quicken Bill Manager.
• Fixed: Resolved issue using autofill for adding payees in reminders. 
• Fixed: Resolved issue passing security information related to challenge questions. 
• Fixed: Resolved issue using Quickfill to input categories for banking transactions such as withdrawals and check writing, 
• Fixed: Resolved issue printing PDF files for reports. 
• Fixed: Added error message for users attempting to backdate manual reminder transactions to a date prior to the first entered transaction from the reminder. 
• Fixed: Resolved issue preventing users from copying and pasting bank transactions such as deposits and withdrawals. 
• Fixed: Resolved issue with budget report when selecting Non-Zero Actual/Budgeted and Include Transfers.
• Fixed: Resolved issue in which the prompt to Update All Categories for a Payee did not appear when recategorizing a transaction for a payee.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• Fixed: Resolved an issue in which the Online Payee List did not retain former Quicken Bill Pay payees. Users can now copy information from an old Quicken Bill Pay payee when creating a Check Pay payee.
• Fixed: Resolved a crash that occurred during patch downloads.
• Fixed: Resolved an issue in which Quicken was sorting transactions incorrectly.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• Fixed: An issue in which users were asked to sign in every time they launched Quicken.
• Fixed: An issue in which the welcome screen displayed in the background for every launch of Quicken, despite the data file password being set.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• Improvement: Removed or updated product and help references to Quicken Bill Pay.
• Improvement: Updated online text for Account list and Account details screens. 
• Improvement: Updated bill payment quota text to reflect the day of the month that the quota renews. Also updated online help to reflect change.
• Fixed: Issue in which users who have cloud sync turned off were getting partial synchronization run during a scheduled update. This sometimes resulted in duplicate transactions.
• Fixed: Issue refreshing the authorization token. Additional issue switching the authorization token when user switches Quicken IDs. 
• Fixed: Issue with crashes during sign-in because a necessary file is in use by another process.
• Fixed: Crash related to editing tag names. Crash related to creating a new data file. Crash related to the Due Date view under the Bills & Income tab.
• Fixed: Issue in which the warning that Quicken Bill Pay is ending did not appear when expected.
• Fixed: Issue with One Step Update requesting passwords when user stores passwords for some but not all financial institutions.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• Fixed: A few internal bug fixes.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• Improvement: Added an option for users to discontinue seeing a warning message if they are accessing their data file remotely.
• Fixed: An issue in which transactions were missing in downloads for Quicken Cloud Service migrated users.
• Fixed: An issue in which Quicken Bill Pay discontinuation messages were appearing despite the scheduled payments not being made through Quicken Bill Pay.
• Fixed: An issue in which Quicken crashed when users migrated old data files with tax-related entries.
• Fixed: An issue in which some users were receiving an OL-1-B error during One Step Update.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• New: Added an in-product chat option to make it easier for new users to contact support from within Quicken. The chat icon is located next to the help question mark on the Quicken title bar for new users.
• New: Added new video, Getting Started with Quicken Bill Manager, as well as videos specific to Quick Pay and Check Pay.
• Improved: Added warning message for users who are attempting to schedule a Quicken Bill Pay bill after the service expires on 8/31.
• Improved: Added warning message for users who are accessing their Data File remotely rather than from their local drive. Users are now informed that there is an increased risk of file corruption and slow response times when accessing files remotely.
• Improved: Added a Show in Register button to the Quicken Bill Manager Payment Status window so you can go directly to your bill payment transaction.
• Improved: Added ability to switch more easily from Quick Pay to Check Pay.
• Improved: Replaced old support screen sharing with new CoBrowsing.
• Improved: Several improvements to manual budgeting related to creating, managing, and carrying forward categories, as well as improving annual and monthly views.
• Improved: Detection and correction of column width issues in transaction reports.
• Improved: Updated the look and feel of the Security Detail View.
• Fixed: An issue in which the Tax Item column was not appearing properly in older saved reports.
• Fixed: An issue in which users were encountering sign-in errors after a recent update.
• Fixed: An issue in which scheduled updates stopped working until Quicken was restarted.
• Fixed: An issue in which the ALT+A keyboard shortcut had ceased working in the register.
• Fixed: An issue in which One Step Update was having significant slowing issues for some customers. Also fixed issues relating to slowness during startup and accessing investment accounts.
• Fixed: An issue in which report column resizing did not carry over to the next use of the report.
• Fixed: An issue in which duplicate transactions were added to the investment register when accepting a transaction using the small Accept button when performing compare to register.
• Beta feature: Added new beta feature, Simple Investing. With Simple Investing, Quicken only keeps track of the positions (number of shares for each security) over time, and your cash balances. Quicken’s tracking is based on information provided by your broker. Your portfolio value, net worth, and investment returns over time will be available, but Quicken will not be able to calculate capital gains and losses or investment income. Quicken will display an account summary rather than an investment transaction register when the account is selected. To access this feature, go to Edit -> Preferences -> Investment transactions and select Enable Simple Investing (positions only). Standard investment tracking is still available. This is an additional option.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• Fixed: An issue in which customizing column widths caused issues with column width and justification. Also fixed an issue with column alignments.
• Fixed: An issue in which One Step Update did not download the latest investment quotes due to a change in the order in which sources were accessed.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• Fixed: Two issues related to crashes.
• Fixed: An issue in which Reset Account was not successful due to a failure to delete duplicate accounts.
• Fixed: An intermittent issue in which the online balance did not update when processing a One Step Update.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• Fixed: A few issues related to crashes.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• Fixed: A few issues related to crashes.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• New: Added the ability to schedule future dated payments for Quick Pay and Check Pay. Users will now be able to set specific dates for payments to be made. As part of this addition, we have updated the design of the Calendar, Bills dashboard, and Bill History view to accommodate future dated Quick Pay and Check Pay payments. This includes new Scheduled and In Processing statuses.
• New: We have added a text alerts feature which can send SMS messages to your phone to update you on the status of Quick Pay and Check Pay payments. To use text alerts, you will need to add your mobile number if it is not already entered. This can be done in the new Manage Email Alerts settings available in your preferences. You can also use the settings to determine which bill payment events will trigger an alert.
• New: Added an Investing dashboard that includes a new Top Movers panel. The dashboard is aimed at reducing the complexity of the Investing view to make it easier to quickly assess the status of your investments.
• Improvement: The Account Overview tab will no longer appear under the Business tab unless a user has created a business account.
• Improvement: Created an option to allow users to include the Notes column in their transaction reports. The Notes column can be sorted and is available for printing and export.
• Improved: Changed the default Find (CTRL-F) field from Date to any field.
• Improved: Changing or removing of Tax Line Item categories is now restricted. This is to prevent accidentally altering tax-related information.
• Improved: Error messaging for users who cannot access a cloud-based data file has been improved to explain that the file cannot be accessed because it is already in use by another application.
• Improved: Increased speed of updating investment quotes from the investments tab by not downloading historical quotes. Historical quotes are always downloaded during One Step Update. To include historical quotes from the Portfolio View, use Shift-Get Quotes.
• Improved: To help when you have multiple duplicate transactions, you can now delete multiple transactions in the Compare to Register window.
• Improved: Returned keyboard shortcut functionality for attachments. The shortcut ALT+ERH will open the Attachments window. In the Attachments window, use ALT-S to attach an image from a scanner, use ALT-F to attach a file, or use ALT-C to attach from your Clipboard.
• Improved: Made installation more understandable, included time estimates, and improved error messaging for installation issues.
• Improved: Error handling for account number issues caused by variable final digits in account numbers.
• Improved: Quicken now allows up to six numbers after the decimal point when calculating fractional shares.
• Improved: Added explanation for users getting moved to the Paycheck wizard when they choose Net Pay instead of Gross Pay when entering a paycheck.
• Fixed: An issue editing loan reminders when trying to replace the Mortgage category.
• Fixed: An issue in which the Quicken Activation dialog was displaying for some active users when they attempted to log in.
• Fixed: An issue in which cloud sync was attempting to progress despite an expired subscription.
• Fixed: An issue getting Budget updates made in the web application to appear in the Windows version of Quicken.
• Fixed: An issue in which the Net Worth graph did not display properly under Property & Debt unless the graph was first visited in the Property tab.
• Fixed: An issue in which, when Report Columns were reordered, they did not resize properly.
• Fixed: An issue in which, if a Category had a different accounting type than its tax assignment, it would be displayed differently in Summary reports than in Transaction reports.
• Fixed: An issue in which the Quicken login password dialog appeared in the background when you were prompted to enter your Password Vault ID.
• Fixed: An issue with date entries in the Reconcile Statement Date field.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• Fixed: Issues involving occasional crashes during sync or when closing the program.
• Fixed: Issue with Wells Fargo that prevented persistent connections.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• Fixed: An issue in which syncing an invoice account changed the account type from AR to Property & Debt.
• Fixed: An issue in which crashes were caused by reopening of the data file after backup when exiting the program.
• Fixed: An issue in which a Member Communication Platform (MCP) call was made even when there was no FI selected for One Step Update (OSU).
• Fixed: An issue in which Quicken became unresponsive when canceling a program exit from the file backup dialog.
• Fixed: Compatibility issues with a recent Chrome browser upgrade.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• Fixed: Few issues related to crashes.
• Fixed: A few internal bug fixes and improvements.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• Fixed: A few issues related to crashes.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• New: Added the ability to toggle display of cents in the Portfolio View. This can now be selected on the Portfolio page under Options.
• Improvement: Changes to Quicken Bill Manager, including messaging and tracking, as well as fixing issues related to payment status and reminders. Standardized right-click menus so they are consistent between the Dashboard and the register.
• Improvement: Improved the behavior of Get Started functions for tabs.
• Improvement: Made Show hidden transactions the default setting for new data files.
• Improvement: Financial institution searches now display a No Results Found message when there are no search results.
• Improvement: Increased number of decimal spaces in Estimated Income for securities to improve accuracy.
• Fixed: Multiple minor UI issues related to button display, positioning, text alignment, and tool tips.
• Fixed: Sync issues including issues syncing when changing IDs, syncing budgets to the cloud and other Windows-to-cloud syncing, syncing text files, and issues with syncing occurring when the syncing feature was turned off.
• Fixed: Issues related to budgets, including data file states, communication with Quicken for the Web, and missing transfer transactions. An issue in which payroll deductions weren't accurately reflected in the budget.
• Fixed: Display issues in Quicken Setup. Also, issues with categories when setting up a budget from Quicken Setup.
• Fixed: An issue with Update Share Balance in which, if there was a placeholder transaction on the exact day that you specified a new balance, the share balance did not change.
• Fixed: Issue with One Step Update signing into ICQ.
• Fixed: An issue in which clearing out the register search filter resulted in auto-accepting a downloaded transaction if the transaction was highlighted
• Fixed: An issue in which the transaction renaming rule prompt failed to appear if multiple edits were made to the transaction.
• Fixed: An issue in which the Quicken Authentication Manager failed to re-authorize valid Quicken IDs after reinstalling Quicken.
• Fixed: Crashes related to the export of investments and options securities.
• Fixed: An issue with duplicate accounts being created when creating a second dataset.
• Fixed: Communication and account transfer issues between the desktop application and Quicken for the Web.
• Fixed: An issue with adding billers to a copy of a data file.
• Fixed: An issue converting an online bill to a manual bill.
• Fixed: An issue with the Include Paid option not working properly under Income & Transfer.
• Fixed: An issue in which Quicken crashed when a password was set for the data file while trying to import from TurboTax.
• Fixed: An issue in which the Sign In dialog displayed a second time when changing a password from the Update Profile page.
• Fixed: An issue in which the Sign In dialog did not display when the token expired during the Add an Account steps.
• Fixed: An issue in which Vanguard Roth accounts were ignored as duplicates if the accounts had the same number, but different user identification.
• Fixed: An issue in which charts related to Quicken.com were opening in an external browser rather than the embedded browser.
• Removed: Removed links and references to investing.quicken.com.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• Fixed: An issue in which users were incorrectly being prompted to upgrade to use the bill payment option. This occurred on both the One Step Update settings screen and on the Bills & Income tab.
• Fixed: Minor layout and text issues in the bill payment module.
• Fixed: An issue cleaning up stale bills that were marked incorrectly with the ‘to be migrated’ status.
• Improvement: Added customized messaging for City of Palo Alto utilities to clarify the delayed behavior of their payments.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• Fixed: An issue in which bill payment reminders were being skipped.
• Fixed: An issue that resulted in payment accounts no longer working when a user signed out and then signed in again with the same account.
• Fixed: An issue in which the dashboard displayed an incorrect amount paid for some online bill payments.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• Reminder: In our last release, we added a preference to automate lot assignment when accepting a downloaded sell transaction in an investment account. You can view the preference by navigating to Edit > Preferences > Downloaded transactions. Select Settings for Lot assignment after investment download.

• Improved: Tours (Formerly QCards) has been updated with new content and visual improvements. 
• Improved: Quicken Setup has been improved and includes new content.
• Improved: When you add a category to a transaction, Quicken now gives you the option to update past transactions for the same payee. 
• Improved: Added keyboard shortcuts for changing dates. Enter w for first day of the week (Sunday).  Enter k for the last day of the week (Saturday). Use < and > to move forward or backwards seven days. 
• Improved: Several updates to the user interface, including changes to the register defaults as well as minor text updates. 
• Improved: Added a screen share menu option for when menus are minimized.
• Improved: Improved financial institution display for the Add Account screen. 
• Improved: Recent payments will now display 30 days of transactions from all sources. 
• Improved: Added the ability to renumber securities as part of Validate and Repair. 
• Improved: Added an ‘affects investment performance’ flag at the category level to filter transactions for the Investment Performance (IRR) Report and in the Growth of $10k graph for Deposits and Withdrawals in Investing.
• Improved: Added a No Securities (include cash) filter option in the Performance tab of Investments. 
• Improved: Find and Replace can now search for blank values in fields.
• Fixed: An issue in which users received an unnecessary warning message for uncategorized transactions. 
• Fixed: A performance issue that was occurring during the add asset account process.
• Fixed: Resolved an issue in which the sign-in popup did not display for online services after a user changed the password using an external browser.
• Fixed: An issue in which the price history for some securities was not updating properly. 
• Fixed: An issue in which users were sometimes being directed to an incorrect biller website. 
• Fixed: An issue in which the Annual Budget Summary Balance was incorrect. 
• Fixed: Minor text and display issues including removing an unnecessary scrollbar from the One Step Update summary window, an issue with duplicate financial institutions appearing in the FI list, and changes to the Update Transactions button.
• NEW: Quicken is introducing the new Quicken Bill Manager service to users of Quicken Premier and above. Quicken Bill Manager is a brand-new way to pay your bills. Quicken Bill Manager features two methods of paying bills. The first is Quick Pay, a way to make payments from your checking account to your web-based billers for anything from subscription services, to insurance payments, to your credit card bill. True to its name, Quick Pay is fast, usually having your payment recorded with your biller within minutes. We have lined up over 11,000 billers so finding your biller is quick and easy. The second payment method is Check Pay, a service that works with your checking account to send payments by check to anyone with a valid address. You can pay smaller companies, services, and even individuals, straight from Quicken. You designate the payee and the amount, Quicken creates and sends the check. You don't even have to pay for postage.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• Fixed: An issue in which scheduled bill reminders were being skipped.
• Fixed: An issue in which uploads of sanitized files were missing from customer feedback reports.
• Fixed: An issue in which users, when adding a new account, were seeing an online video and a QCard simultaneously.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• New: A new Setup Panel now provides guided setup for new customers. This handy new sidebar will help those new to Quicken get introduced to some key features: add accounts, categorize transactions, create budgets, manage bills, tax reporting, and more. (see View > Show Quicken Setup).
• New: Added a new help video about the Mobile & Web companion apps. Click the 'Mobile & Web' tab then click the video icon (see many more help videos at Quicken.com/support or YouTube.com/Quicken).
• Improved: Added a preference to automate lot assignment when accepting a downloaded sell transaction in an investment account during reconciliation.
• Improved: Added the ability to specify a currency when creating an invoice.
• Improved: Added the ability to see the percentage difference in budget reports for both current and past budgets.
• Improved: Updated the IRS mileage rates for 2020 business vehicle expenses.
• Improved: Several improvements to the Quicken Help Tour cards, including keyboard navigation.
• Improved: Removed column 'Linked to Biller' in 'Manage Manual Bills and Income' window.
• Fixed: An issue in which some customers saw the Update Cash Balance screen when selecting Update Share Balance.
• Fixed: An issue in which split category amounts could not be found in global searches unless a comma separator was used.
• Fixed: An issue in which Validate & Repair was not properly resolving unaccepted transactions, which prevented the deactivation of accounts with that issue.
• Fixed: An issue in which changing a budget amount did not automatically result in an update of the budget report.
• Fixed: An issue in which the Net Worth report was showing a zero balance in some cases involving employee stock options.
• Fixed: An issue in which Quicken was unable to import 2019 TurboTax files.
• Fixed: An issue with the Find and Replace feature.
• Fixed: Several issues related to the investment register, including an issue in which the printed investment account register did not include all transactions.
• Fixed: Several issues related to unexpected crashes and errors.
• Fixed: Several user interface or text issues.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• Fixed: An issue in which One Step Update (OSU) would stop responding for some users. 
• Fixed: An issue in which users who had chosen to autorenew their subscription were being prompted to manually renew their subscription.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• Improvement: Updated Tax Planner to reflect changes in tax rate.
• Improvement: Improved tracking when the Forgot Password link is used.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• Fixed: An issue in which yearly reminders for bills were incorrect after syncing to the cloud. 
• Fixed: An issue that occurred when cloud services were unavailable due to heavy traffic. We improved the error messaging and handling.

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: Added the ability to validate online bills through a new menu. Validating online bills ensures that bills are properly set up and speeds up the process of Quicken updating your bills.
• New: Created a video walkthrough for adding an account.
• Improvement: Replaced outdated error-reporting tool. 
• Fixed: An issue in which the Summary column in the Budget view was calculated improperly when subcategories were not included in the budget.
• Fixed: An issue in which the total payment amount and minimum payment amount values switched after updating linked online bills.
• Fixed: An issue in which linked bill reminders were sometimes displaying as deposit reminders.
• Fixed: An issue in which the Portfolio view displayed Gain/Loss Percentage based on current market value rather than the price when the transaction occurred.
• Fixed: An issue in which an "Invalid id 0 for parameter coa.id error" occurred for some users when syncing to mobile & web.
• Fixed: An issue in which bill reminders were not linking properly when users attempted to link a reminder again after unlinking the reminder.
• Fixed: An issue in which the Spending Trend window had a date range mismatch. 
• Fixed: An issue in which some Quicken folders and files were not deleted after deselecting the Delete Quicken.ini file option using the Qclean interface.
• Fixed: An issue that resulted in an added account being listed as unknown.
• Fixed: Several issues with Bills & Income reminders, including skipping defined intervals and an issue that occurred when a Bill Pay payment reminder date did not match the actual date of the payment. In this case, Bill Pay would not advance to the next reminder.
• Fixed: Several issues related to unexpected crashes.
• Fixed: Several issues with One Step Update including an issue in which users were prompted to run One Step Update multiple times when attempting to exit Quicken.
• Fixed: Several user interface or text issues.

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 which was causing subscription expiration notices to appear when there was a problem connecting to the subscription service.
• Fixed: An issue in which expired services messaging displayed before the service end date and user functionality of the impacted services was limited.
• Fixed: An issue in which tags attributed to split transactions were removed from the desktop version of the software when syncing with the cloud.
• Fixed: An issue in which the "Parameter stModeLId requires parameter stDueOn" error would occur and sometimes freeze the program for some customers during One Step Update.

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: Created Q cards tour to guide new and existing users through the use of Quicken's primary features. To take the tour, click View Tour on the right corner of the screen below your tabs.
• New: Added the ability to sync bill reminders (scheduled transactions) with your web and mobile applications. This will help you get reminders through those interfaces. Because the web and mobile apps have their own release schedule, watch those apps for when they add the bill reminder feature.
• New: Added Annualized Returns and Capital gain % columns to the capital gains report. Users can toggle between the two columns.
• Fixed: An issue in which One Step Update was causing a silent crash in some instances. Also addressed other issues with One Step Update.
• Fixed: An issue in which Bills & Income reminders and other scheduled items were unreliable.
• Fixed: An issue in which the Pay option was displaying when it was not the correct option.
• Fixed: An issue in which junk characters pre-populated in the cloud name field during new file creation.
• Fixed: An issue in which users reaching the Paycheck line item limit were unable to make room for new line items by deleting old line items.
• Fixed: An issue in which Portfolio displayed closed lots with inaccurate information.
• Fixed: An issue in which an error message box displayed when accepting downloaded transactions for an investment account.
• Fixed: An issue in which some unlinked bills had incorrect options.
• Fixed: An issue in which the date was not maintained after selecting Enter/New for investment forms. This occurred in both investment and banking transactions.
• Fixed: An issue in which the Cash Flow report was showing incorrect numbers when transfers and subtotal by payee were included.
• Fixed: Several user interface or text issues.
• Fixed: Several error mapping issues.
• Fixed: Several issues related to unexpected crashes.

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 failing for some users.

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.

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.

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.

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.

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.

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.

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.  

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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​.

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.

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.

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.

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.

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.

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​.

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.

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.

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.

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.

• 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.

• 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.

• Fixed: A typo in the 'Show Recent Payments' button.

• 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.

• 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.

• 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.

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.

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.

______________________________________________________________________

What’s Improved

• Enhanced the Compare to Register search functionality to clear the search text in the search box automatically when search results are cleared.
• Enhanced the Investment Partnership Report by consolidating two separate reports into one with toggles for "show detail" / "hide detail".
• Enabled the paste option in the All Transactions register. Now users can copy and paste transactions across different sections of the register.
• Improved validation process to offer feedback on modifications made during data file validation, such as identifying specific items removed or repaired.
• Improved One Step Update progress screen with clearer messaging, reduced user interruptions and faster updates.
• Modified the automatic backup creation during the patch process to occur only after a user opts to install the patch, eliminating confusion from premature backup files when patch installation is delayed or cancelled.
• Improved startup performance by implementing several optimizations and removing unnecessary checks and outdated code.

What’s Fixed

• Corrected a display error where selecting multiple accounts in Projected Balances showed a blank dialog for the report’s Customize feature.
• Resolved an issue in the "Subtotal by" functionality within Customize for reports, ensuring accurate subtotalling in the Capital Gains report according to the selected criteria.
• Aligned Net Worth calculations between the account bar and dashboard card, addressing discrepancies related to rounding or conversion errors.
• Resolved an issue affecting the synchronization of Business Intent Credit cards with web and mobile applications, causing a disruption in transaction downloads.
• Eliminated logo duplication for financial institutions in the Account Add dialog.
• Resolved an issue where only a portion of scanned receipt attachments appeared in the Transaction Attachments screen.
• Corrected stock split calculations in Net Worth and Account Balance reports without intervals.
• Aligned Reports & Graph Center budget report options with existing budget settings.
• Fixed various crashes including a crash that sometimes occurred in Quicken's Payee Search.

What’s Improved

• Improved the graph in the Income by Security report, now allowing for stacked bars to display income by security or income by type (e.g., dividends, interest) when subtotalling by month, quarter, or year, with an added option to show period-to-date income.
• Enhanced the Investment Performance report by incorporating Overall Total IRR (Internal Rate of Return), providing users with a meaningful indicator of their investment performance.
• Quicken now automatically turns on the settings to remember new payees and any changes in categories and amounts when entering transactions, simplifying the categorization process.
• Portfolio View Options now allow users to specify that dividends from the quote feed should be used for Estimated Income.

What’s Fixed

• Fixed an issue where Quicken incorrectly displayed an error screen if financial institution information was missing when updating transactions during an account set up for Web Connect. Quicken now directs customers to the financial institution website.
• Fixed a display issue in the Investing dashboard that occurred when Large Font mode was turned on.
• Fixed an issue where custom category groups containing transfer transactions were not appearing in the budgeting view, making it difficult for customers to budget those categories.
• Quicken now ensures that transfers are linked correctly on the companion app.
• Fixed a display issue where the category menu opened on the wrong screen when using multiple displays stacked on top of each other.
• Fixed an issue where the rollover budget amount was not updating when modified from the Web app, even after performing a cloud sync.
• Resolved a printing issue where customers were unintentionally printing all checks when attempting to print a single check. Additionally, corrected the display of the Canadian spelling "Cheque" in some cases.
• Resolved issue where user-entered budget data disappeared after sync in Quicken.
• Long payee names with added spaces in the payee field were causing display issues.
• When the Account Balances report was launched from the “Report” button within the Property and Debt tab, in some cases Investment Accounts displayed inaccurate balances.
• In rare cases, when adding or updating financial institution connections, the default “link to” account was to an incorrect account type or institution.

What’s Fixed

• Addressed file opening issues from OneDrive, improving the handling of file open operations.
• Pressing the Enter/Return key after adding an attachment to a transaction was not saving the transaction.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

What’s New

• The Lifetime Overview report is now available for Quicken Classic Premier and higher tiers, providing a comprehensive view of your financial life over time, including net worth, spending, and income trends.

What’s Improved

• Added an option to toggle between viewing by Symbol or by Security Name on the Investment dashboard for both the Portfolio and Portfolio graph.
• Added the ability to click on a value in the Security Income Report and directly display the specific transactions contributing to the value (QuickZoom).
• Improved the discoverability of hide/show and move column options in reports, making it easier for users to customize column visibility and order directly from the report itself.
• Updated the Save Report dialog to provide a more user-friendly experience, including improvements to folder selection, search, sorting, renaming, and saving copies of reports.
• Modernized the Reports Customization and Reports & Graph Center dialogs, introducing a refreshed layout and improved controls to enhance readability while maintaining the placement and functionality of existing settings.

What’s Fixed

• Fixed an issue where the Transaction Report did not correctly filter based on the Memo field.
• Fixed an issue in the Brokerage Account Register where manually adding a new security during a Bought or Sold transaction caused the transaction fields to reset.
• Fixed an issue where a date error message appeared when closing the Reconcile window with the Automatically reconcile after download option enabled for an investment account.
• Reports, including the Net Worth Report, now correctly display market values for securities with a short position that experienced a stock split.
• Income reminders now correctly appear under the Biller name view.
• The Income by Security report now includes Capital Gains Distributions (long, short, and medium term with "X" variations) in the Realized Gains column.
• Income reminders with Paycheque as a split category, exported from Quicken for Mac, are now correctly categorized as income reminders instead of being shown as bills.
• Transfer Out (Xout) transactions in an investing account are now correctly imported from QXF files, ensuring that the account balance matches the original file when importing.
• When editing a paycheque in Quicken, the category/account will retain the RRSP account correctly even when both Employee and Employer contributions are set to 0, ensuring accurate handling of paycheque edits.
• Resolved an issue where customers encountered errors even after successfully downloading from financial institutions.
• Resolved an issue where Reminder amounts were being doubled in a Budget when viewing a Category's details.
• Resolved an issue where cloud data was being modified when a user chose not to sync the file in a multi-computer scenario.
• Addressed an issue where transaction details would unexpectedly clear after attaching a file in Quicken's Compare to Register (C2R) window.
• Resolved an issue where an empty Compare to Register (C2R) panel would appear in manual investment accounts after syncing.
• Transfer Reminders now correctly update the closing balance projection for receiving accounts.
• Addressed various stability issues, including crashes, freezes, and slowdowns, to enhance overall system performance and reliability.
• Fixed an issue in which customers were unable to open the datafile stored on OneDrive.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What’s New

• We’ve updated our product name to Quicken Classic and have revised our logo and other aspects of the product to match the name and updated branding. You will see the updated logo after you Restart your computer.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What’s Improved

• Added the capability to Export your investment portfolio data to Excel, as well as copy it to your clipboard for use in various other formats.
• Support for displaying more than two decimal places has been added to Investing reports for the number of shares and quote values, allowing a choice between 2-8 decimals, with three as the default.
• Quicken now supports importing investment transactions from Quicken Mac, enhancing cross-platform data handling.
• Improved the Investment Partnership Summary Report by including a column for the Last Valuation Date with a clickable link for updating the value. Default column widths were also adjusted for this report.

What’s Fixed

• Some customer accounts did not display in the Add Account screen.
• Sorting the banking/transactions report by Memo or Payee for a selection that includes both investment and non-investment accounts resulted in incorrect sorting.
• One-time reminders were changed to yearly after performing a cloud sync.
• When accepting transactions and editing the Memo/Category/Tag fields, the Memo field cleared upon clicking the accept or save button.
• Unable to remove some closed accounts from sync.
• The attachment icon was not displaying when an attachment was present.
• Fixed an issue where attachments were not syncing correctly after subscription renewal, resulting in missing attachments in the web and mobile companions.
• Unrealized gains were incorrectly reported in the Expense section of some reports.
• Crashes and related issues.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What’s New

• Added an Ignore all accounts / Ignore all linked accounts option to the Add Account process. This will aid customers with many accounts. They will no longer need to deselect each account they do not want to add.

What’s Improved

• Improved automatic column sizing for the Investment Income report.
• Improved the Investment Performance report by optimizing vertical space, removing unnecessary elements, enabling sorting functionality, setting the default to no cash-flow detail, adding a Show detail toolbar button, and fixing a truncation issue.
• Updated the Transaction Attachment dialog by changing the background color and adding a gray border around the thumbnails section to improve readability and differentiate the attachment previews.
• The application now displays an indicator on the bills dashboard to inform customers when a reminder instance has split categories. This indicator shows the number of splits and, upon hover, lists the split categories along with their corresponding amounts.

What’s Fixed

• Issues occurred when launching Quicken when an Auto Reminder was set up within a file.
• An issue in which the auto enter reminder setting was turned off after cloud sync.
• Fixed an issue where the Alternate Background Color was not visible in rows on reports when a maximum data filter was applied.
• Fixed an issue where transactions were not being entered when the reminders were set to auto-enter.
• Fixed an issue in the IRR (Internal Rate of Return) report and other investment reports, such as the Portfolio Value report, where Asset Classes did not sort correctly.
• Performing a mobile sync resulted in transaction history issues.
• Fixed an issue where attachments were uploaded to the cloud for an unsynchronized account.
• Fixed an issue where users could not differentiate between file formats in the Transaction Attachment window by adding specific icons for file formats.
• Fixed an issue where exporting a report to Excel would incorrectly convert memo entries consisting of digits only into numeric values instead of retaining the original format.
• Fixed an issue where downloaded transactions did not match manually entered transactions as expected.
• Issues causing application errors/crashes.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What’s New

• Introduced a feature that allows users to more efficiently search transactions within the Compare-to-Register (C2R) section in banking registers. This targeted search option is separate from the register search and allows users to find just your new transactions by date, check number, payee, and amount.

What’s Improved

• Added the ability to sort columns in multiple reports.
• Improved Investing Partnership tracking by considering shares across all investment accounts when computing share balance. This allows for the accurate calculation of updated value per share after capital calls and distributions.
• Enhanced the investment register with the Compare-to-Register (C2R) area is displayed. You can now drag to resize the lower area to see more of your newly downloaded transactions (as in the banking registers).
• Enhanced the Hide Column feature in supported reports, including Transaction, Itemized Categories, Itemized Tags, Itemized Payees, and Tax Summary. This update introduces a visible 'close' icon on column headers that can be hidden, providing a more intuitive way to customize the view.(You can always re-add the column using the existing, reporting customization options.)
• Added the ability to horizontally scroll through reports using the touchpad of your computer. Previously, horizontal scrolling was only possible by using the scroll bar.
• The Income by Security Report now includes an optional feature to display securities with zero income.
• Added a new setting in the Customize dialog for reports that allows customers to exclude accounts with $0 balances in Account Balances and Net Worth reports, improving the readability of these reports.
• The Capital Gains report now allows users to sort all columns within each subtotal block, in ascending and descending order, for each Subtotal By menu item.
• Improved default column width and column width adjustment in the Investment Income report.
• Added ability to double-click on column separator on reports, enabling the columns to expand or shrink to fit to the contents of the column, with the new column width persisting in the corresponding standard report by default, making it easier to view data and reducing the need for manual resizing.
• Changes made to the column width on reports are now saved immediately without waiting until the report is closed. The changes are retained even when the report is customized or the Subtotal by option is changed.
• Added PDF preview capability to attachment viewer to allow for easier access and navigation of PDF attachments.
• The Placeholder Entries text in the investment register has been moved to an info icon, while still ensuring that the text is displayed on click of it.
• Investments Compare to Register has been updated to include the ability to resize columns using arrows. The controls have also been updated to match the spending Compare to Register.

What’s Fixed

• Fixed issue in the Don't ask about lot assignment preference, in which users were prompted when adding new transactions resulting in a short position, despite having the setting engaged.
• Fixed issue in which no error message was shown when Quicken could not open an attachment.
• Fixed issue in which the date was not displayed for attachments added in prior releases.
• Fixed issue in which transactions would lose focus when adding an attachment, requiring customers to click the transaction again before saving it.
• Fixed issue in which the memo field was not populating correctly when entering transactions from the Bill and Income reminder for loans converted to lending loan accounts.
• Fixed issue in which archived investment accounts were set up with the home currency rather than the currency of the account being archived.
• Fixed issue in which tags disappeared after syncing a memorized payee with multiple tags.
• Fixed issue in which Quicken crashed after accepting downloaded transactions for some Investing accounts.
• Fixed an issue with the auto-resizing of the Date column in reports.
• Fixed an issue in which the report graph data overlapped in the print preview and in printed reports.
• Fixed a crash that could occur when searching for a financial institution while attempting to add an account
• Fixed an issue where investment holdings seen on Quicken Companion Web or Mobile app might not match holdings on desktop.
• Fixed an issue where Quicken incorrectly changed the Entered date for customer-entered bills.
• Fixed an issue in which creating and editing a memorized payee in Quicken Web would lead to multiple memorized payee entries in Quicken Windows.
• Fixed an issue where a crash could occur when adding items in the Customize Action Toolbar.
• Fixed an issue where Quicken was prompting users to enter their vault password for scheduled updates.
• Fixed an issue where an Apply button was incorrectly displayed over FI logo when attempting to reconcile account.
• Fixed an issue where some customers could not recategorize multiple transactions from a Register Report.
• Fixed an issue where some Financial Institutions that supported Express Web Connect (EWC) incorrectly indicated only Web Connect was supported.
• Fixed an issue causing false alarms from antivirus software.
• Resolved an issue where some scheduled paychecks were being improperly altered.
• An issue where the 'Add from Scanner' option in the Register did not correctly recognize devices.
• A crash sometimes occurred when loading corrupted or empty attachment files.
• Restored the paperclip icon for new transactions.
• Resolved issue in which the Add button didn't work for adding transaction attachments.
• A crash sometimes occurred when attempting to save an Email Template for a report.
• A crash sometimes occurred when printing the investment register.
• A crash sometimes occurred when accessing the Account Balances report.
• Syncing to the cloud caused the Entered or Transaction date for a transaction to change to Posted.
• A crash sometimes occurred when opening the split transaction window for a paycheck deposit.
• An issue with creating subcategories under Expense due to a presence of an invalid category.
• Quicken incorrectly changed security balances and amounts for some funds in Simple Investing.
• An issue in which changes made to transactions through the report retagging feature were not being applied.
• A crash sometimes occurred when selecting a budget in annual detailed view for the prior year and then selecting File > Print Budget.
• An issue in which Quicken was creating sub-tags causing a single tag to become multiple tags on reports. The issue occurred when a transaction had an associated tag ID and Quicken considered both the split tag and base tag during sync.
• Blank lines appeared in the register when the register was the default opening page for a password-protected data file.
• The context menu options Rename Payee and Edit Memo were not working in Reports, preventing the renamed payee and changed memo from being displayed in transactions.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What’s New

• Income by Security report that offers a detailed view of investment income earned from securities (Quicken Premier and Quicken Home & Business).
• Ability to create email templates to be used when sending invoices to customers from Quicken (Quicken Home & Business).

What’s Improved

• Added dialog to convert Shares Added to Stock Split when it appears a brokerage has reported a stock split as added shares. This conversion has the option to be used once, always, or never.
• The Portfolio Value report has been extended with column sorting and an option to show lot details. This facilitates reviewing investment positions for tax loss harvesting.
• RSU investment tracking now features a one-time vesting option and can round off fractional shares.
• Quicken can now highlight new transactions. This feature will automatically be turned on for new users. Existing users can turn it on using the Selected Row Style preference in your register menu.
• Tax reports can now be created for any year in which there is financial data. This removes the previous limit of three years.
• Improved allocation of cost basis across multiple lots when using the Spinoff Wizard.
• Data displayed on Dashboard cards is now more consistent with the standard Income and Expense reports.
• Overall performance of the application.
• Modernized look and feel of Mobile & Web tab.

What’s Fixed

• Issues with the steps for adding investment accounts, including incorrect screens and inability to move past the Simple/Complete Investing prompt.
• Synchronizing split categories transactions created on mobile/web with Quicken desktop could result in losing the split categories.
• The investment reconciliation steps incorrectly prompted users to Enter Valid Date.
• The Find & Replace screen displayed improperly when using Large Fonts.
• New Match was not displaying for transactions that were first added on mobile/web but matched on the desktop program.
• Setting an account as a category for a memorized payee resulted in a duplicate memorized payee after syncing to the cloud.
• When transferring shares between accounts, the date order for the lots was incorrect on the security detail screen.
• When editing an account, the Show Separate Accounts option would not remain selected.
• When choosing Upload to Cloud for .txt files, a 403 error occurred.
• Line items for split transactions would lose their categories when syncing with mobile/web.
• When using auto reconcile for an investment account, a blank dialog box would appear.
• Incorrectly reporting a securities mismatch error for new investment transactions.
• Issues with the order of cards on the Dashboard when adding investment accounts. Additional dashboard issues with the order, amounts, and date ranges.
• Negative balances incorrectly appeared when entering split investment transactions.
• When creating a copy of a file, attachments would be added to the copy when the Attachments option was deselected.
• Quicken was changing the customer-entered date for some scheduled reminders.
• Some investment accounts were incorrectly identified as Retirement accounts.
• Security Names were truncated in the Portfolio by Security view for both the Dashboard and Investing Dashboard.
• Customers using transaction passwords were getting asked for the password multiple times during synchronization.
• An issue syncing budgets to the cloud.
• An issue in which a Category edited for a single instance of a bill was incorrectly applied to future instances of that bill.
• An issue with the print preview screen showing reports at reduced size, although reports would print correctly.
• An issue in which some invoices incorrectly placed billing information in the Ship to field.
• For bill reminders that recurred based on the number of days, the frequency did not appear on the reminders page.
• The blue dot indicating a new transaction appeared inconsistently in the register and account bar when updating accounts.
• The Find & Replace feature was not finding amounts separated by commas.
• Duplicate prompt displayed when confirming the move of selected reconciled transactions to a different account.Report data refresh issue when ‘Subtotal by’ option is changed.
• Net Income from Paycheck showed as uncategorized income in reports.
• Investment sell transaction could showed the wrong status in Compare To Register even after accepting it.
• Move Investment Transaction dialog showed a non-account in the list.
• Incorrect display of investment balances in the account bar is some cases where future-dated transactions are present (as with RSUs).
• Balance issue on Dashboard investment card when filtered by accounts.
• Payee reports showed transactions belonging to other payees in some cases.
• Mismatch between spending snapshot and the transaction list.
• Global search incorrectly excluded investment results.
• Other issues that could cause crashes.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What’s New

• Created the Other Investments option as part of the Add Account feature. The Other Investments option can be used for setting up Stock Options, RSUs and other manual investments using Quicken Home & Business.
• For investment customers (Quicken Home & Business), Real-time quotes are now available. Real-time quotes can be turned on or off using Edit → Preferences → Investments.
• Compare to Register now features icons for the frequently used tasks of Go to bank website, One step update, and Last download information.

What’s Improved

• We’ve made the Dashboard easier to work with and more customizable to suit your needs. You can use Customize Dashboard to create and name new cards using the Duplicate and Rename functions. This way, you can filter by accounts or dates to show you the data you want to see on the cards you choose with names that are meaningful to you.
• We’ve upgraded the Find and Replace tool in the register to allow you to search using find multiple criteria and replace values.
• To make it easier to add attachments such as receipts, checks, and statements to transactions, you can now use drag & drop to directly attach a file to a transaction instead of going through the multi-step process of using the attach file dialog.
• We improved the matching of downloaded securities in certain cases where there was a near-match on CUSIP.
• Closed accounts no longer appear on the list of accounts to select for synchronization.
• For Home & Business users, Quicken now populates shipping addresses on invoices when they are available.
• Snapshots of all of a transaction’s attachments will now display in the Transaction Attachments screen.
• Users can now schedule bill reminders for every x days using the Daily frequency option. For example, if a bill comes every 30 days instead of monthly.

What’s Fixed

• An issue in which manually entered transactions may not match a download transaction when using the Quicken companion apps.
• Synchronization issues resulting in deleted tags between mobile and desktop.
• In certain cases the categories displayed in the Cash Flow report did not match those displayed in the Current Budget report.
• Display issue with Investments Portfolio View.
• The Buy/Sell ESPP Shares wizard displayed different stocks for some customers when switching from the Easy Step tab to the Summary tab.
• Inability to delete blank investment transactions related to a paycheck.
• When synching manual accounts to the cloud, multiple Other headings were displayed rather than grouping all manual accounts under a single Other heading.
• The Expense Reminder menu option used for manually adding reminders was not appearing in the Calendar.
• Some customers had the date changed on reminders after entering them.
• Bill and Income Reminders did not expand in Compare to Register for disconnected investment & banking accounts.
• Issues using Un-match this transaction when automatic matching occurred incorrectly after downloading new transactions.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What’s New

• Added Restricted Stock Units (RSUs) tracking in investment accounts, accessed from “Enter Transactions”.
• Added the ability to duplicate cards on the New Dashboard to filter and view information from different account types.

What’s Improved

• Provided an option on the 'gear' menu to display the security symbol as well as the security name in the investment register.
• Added the option to backfill missing price history in the Security Details view.

What’s Fixed

• In some cases, Tags were disappearing during One Step Update.
• Securities with asset mixtures were being incorrectly labelled.
• The 'Save' and 'Rearrange' buttons were hidden from the view while Re-arranging accounts on account bar.
• Paycheck transactions were duplicated after cloud sync.
• Share balances rounded to two decimal places in reports despite preferences set to show more than two decimal places.
• Investment transaction report showing an additional column without a header.
• 'New Match' status not showing in account register in some cases.
• Balances not updating in checking account when it is linked to an investment account in Simple Investing mode.
• All four digits of the year could not be entered while creating a refund.
• An error in cloud sync when securities of type 'Investment Partnership' are added.
• One Step Update summary occasionally blank.
• Last Used date in the Memorized Payee List was not accurate in some cases.

What’s New

• Added the new Investment Partnership security type and asset class designed for tracking venture capital investments.
• Added option to append time to a backup file name as well as the date.

What’s Improved

• The Save button for Rearrange Account also closes the Rearrange Account screen.
• For report exports, the outdated PRN format has been removed and the CSV format has been added. CSV has also replaced TXT as the default export format.
• Updated the informational text for the New Category and Edit Category screens.
• Improved the logic for matching manual transactions with downloaded transactions.
• Improved user interface for Make a Credit Card Payment.

What’s Fixed

• When rearranging and saving the changes in the Rearrange Account screen, display issues occurred and some changes failed to take effect.
• The Large Fonts option was causing the help window to become larger than the screen, especially on low-resolution monitors.
• Issues with tag errors during cloud synchronization.
• Issues syncing transactions.
• Report option listed as Show (Hidden Accounts) instead of Show Separate accounts.
• Removed non-functioning Map Quest link from mileage tracker.
• The Paid stamp failed to appear on printed and emailed invoices.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What’s Improved

• Created an Investment Transactions preference to give users the option of sorting same-day transactions alphabetically.
• Ability to add notes to individual cells within a budget.
• File Copy now has an option to continue copying even if some errors are encountered.
• Under the Planning tab, Savings Goals can now be sorted and filtered.
• A Reset button will no longer appear in the register when nothing is filtered.
• Added the option to Accept All Matched Transactions when comparing Downloaded Transactions to the register.
• You can now reorder accounts on the account bar using drag & drop. Accounts must still be within the same account type (Banking, Investing, Property & Debt, etc.)

What's fixed

• A crash occurred for some users switching between tabs.
• An issue calculating Cash Amount when buying a bond with a commission using the Bonds Bought wizard.
• Truncated text on Add Security to Quicken screen.
• When closing Quicken, some customers encountered a prompt to make scheduled updates although no updates were scheduled.
• The scroll bar was missing in Compare To Register for investment registers.
• An issue with the display size for Downloaded Transactions.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What’s Fixed

• An issue in which incorrect errors and messages appeared when downloading transactions.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.​

What’s New:

• A new dashboard is available with snapshots including Top Spending Categories, Top Payees, Uncategorized Transactions, Recent Transactions, Investment Top Movers, Portfolio Value, Net Worth, Income & Expense, and Bills, Income, & Transfer. This dashboard will be the default for new customers.

• Added a Don't update memo when downloading option for customers who do not want their memos overwritten. The option is available under Account Details → Online Services.

• For investment customers, the graph on the Security Detail View now optionally includes indicators for when the number of shares of the security increased or decreased.

What’s Improved:

• Copy and Backup File support has been updated to prevent connection problems.

  • Copy command in Quicken will now create a copy that has all the online services disconnected. This is useful when creating an archive file you don’t intend to update in the future via download, or when you’d like to use the new file as a “template” or starting point for a new, separate Quicken file.

  • If you only want to create a copy of your file for troubleshooting purposes or to experiment with a new feature, you can also make a copy, then reconnect any accounts you need, and proceed to use the copy.

  • If you want to make a complete Backup of your file to possibly restore in the future, use the Backup option instead. A backup will not have connected services disabled when you open the backup via the Restore Backup

  • Please review this help document if you have questions.

• Updated the Customize Action Bar interface to allow users to apply changes globally as well as to an individual account.

• The process for saving reports now provides more information, and reports can now be locked so that future changes to the report will not be saved.

• When adding a new security, putting that security on the Watch List is now optional.

• The Account List, Memorized Payee List, and Tags are now searchable.

• For securities tracked with Simple Investing, the Security Detail View will display the Gain/Loss value as the change in market values as of the date shown.

• For the Portfolio Value & Cost Basis, and Net Worth reports, there is now a ‘Day’ option for the interval.

• Added a keyboard shortcut ALT+O to use for Done in the Reconcile Summary

• Multiple improvements to our investment tool including:

  • Buttons and links in Simple Investing display that allow you to update a securities Share Price and Cash Value.

  • Buy/Sell indicators on the Price History/Market value graph now include reinvestments, display improvements, and an increased limit to the number of changes tracked.

  • You can now choose to hide or show a few specific columns in the investment register.

• You can now resize the columns in the Account Balances, Net Worth, Current Spending vs. Average Spending by Category, and Current Spending vs. Average Spending by Payee reports.

• Simple Investing option now always shows in Add Account screen for investment accounts.

• All scrollbars are now modernized.

• You can now sync non-image attachments to the cloud.

• Security transactions from the same day now appear in alphabetical order.

• Refined look and feel of offline/manual add account process.

• Improved checking for deleted data sets when handling data maintained on two computers.

• The instructions for downloading a web connect file are now more prominent and comprehensive. You can import past transactions through your web connect file while adding connected accounts.

• Restructured the Help menu to make it easier to navigate using submenus.

• Various performance improvements.

What’s Fixed:

• An issue in which changes to the Quicken ID or Email Address did not properly appear in the Quicken ID & Cloud Accounts.

• An issue in which Quicken would sometimes crash after running for multiple days.

• An issue in which synchronization after several months of inactivity caused the Paycheck Reminder total to become zero.

• Automatic downloading was alerting customers to new transactions when there were no new transactions.

• An issue in which Year-End Archive was disconnecting the accounts for the current file instead of the archived file.

• An issue in which displaying the Quicken calculator prevented the use of Quicken’s search features.

• An issue in which the Merge Category option did not display when you right-clicked on an unused category.

• Issue syncing hidden, separated, and deleted account changes with Quicken on the Web and Quicken Resolved other sync issues including some text visibility issues.

• An issue in which changing the type of certain investment transactions could result in duplicate transactions.

• Issues synchronizing with Quicken on the Web when the last account has been deleted.

• An issue with screen refreshing during reconciliation when marking transactions cleared.

• Removed the "0" in the Shares column of the Security Detail View when displaying transactions such as Div, that do not need a “0”.

• The Stack View on the Bills or Bills, Income & Transfers tab did not show the next immediate upcoming instance as the default.

• The Portfolio View showed closed lots amounts when an account was added to the view and the option to show closed lots was not selected.

• Custom Portfolio Views did not save column width changes.

• The option to unmatch auto-accepted transactions did not appear for downloaded transactions.

• An issue with Compare to List not showing transactions until Quicken is restarted.

• An issue changing the posting date for downloaded transactions.

• An issue with decimal rounding in opening account balances.

• An issue applying filter settings when using Print Projected Balances.

• An issue in which a crash sometimes occurred when accessing the investment accounts tab.

• An issue in which the customization screen for saved reports containing investment transactions incorrectly displayed the Memo contains field.

• Issues with the remove password feature for data files.

• In some cases, the "You have tasks to complete" message was appearing for closed and hidden accounts.

• An issue maintaining column width changes on the Investment Account Overview (Holdings) screen.

• An issue in which the Create a copy or template option under the File menu failed in some instances.

• An issue with crashes when selecting Profit and Loss under the Business menu when using a foreign currency account.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

What's new

• Quicken is working with our data aggregator to improve the way we download information from your financial institutions. For this release, these changes will only apply to new data files. Later this year we will bring these improvements to your existing data files.

What's fixed

• An issue in which the Mobile & Web tab would appear, even when turned off in View → Tabs to show.
• An issue in which an alert sound would play when selecting Update Now from the One Step Update Settings screen. 

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

What's new

• Added a QR code that can be scanned to help download Quicken Mobile. Also added instructions and additional information about Quicken Mobile.
• Made improvements to investment tools in Quicken Premier and above.
• The Add Account screens have been improved to make the process of linking accounts to financial institutions easier. The new design emphasizes that users add accounts by financial institution rather than account type. For example, a user may have several accounts (chequing, savings, credit card, etc.) with the same institution and those can be added via a single search rather than searching for each account type separately. The improved process also uses tabs to delineate adding connected accounts from adding offline accounts or other assets and liabilities. As before, you can add an account by selecting the + icon on your Account Bar. Quicken Home & Business users will see an additional tab with business options. We've also improved the financial institution search. As part of this process, the search results page was redesigned to make results more informative and the popular financial institutions list includes a greater variety of financial services.
• Added the new feature, Simple Investing. With Simple Investing, Quicken only keeps track of the positions (number of shares for each security) over time, and your cash balances. Quicken’s tracking is based on information provided by your broker. Your portfolio value, net worth, and investment returns over time will be available, but Quicken will not be able to calculate capital gains and losses or investment income. Quicken will display an account summary rather than an investment transaction register when the account is selected.
• When you add a category to a transaction, Quicken now gives you the option to update past transactions for the same payee.

Improvements

• To decrease the chances of losing data, the active customer data file will now be now backed up automatically before an update is installed.
• Improved CTRL+F search by adding a register preference to choose a default of either Any Field or Currently Selected Field. This preference will be maintained for subsequent searches.
• Setup preferences now include the preference Use new subscriber settings for new files, accounts, features.
• Updates to look and feel of some menu elements.
• Updated and fixed issues with process for resolving lost data file passwords.
• Updated online text for Account list and Account details screens.
• Cloud synchronization has improved error handling and transaction processing.
• Added the Contact Quicken Support menu item under Help.
• Added a Release Notes menu item to the Help menu. Use Release Notes to view information about the latest release and to go to the Update screen if you are not on the current version of Quicken.
• Added a Support button to the toolbar as a default for new users. Selecting the Support button opens the Contact Support web page.
• Added a Quicken on the Web button to the toolbar. Selecting the button will open the web version of Quicken.
• Added flyover security price information to the “Top Movers” section of the Investment Dashboard.
• Added a Select option to the Investments register so multiple entries can be modified as a group. To use this feature, select the gear icon and choose Edit multiple transactions. Use the check box in the Select column for each item you want to edit, then choose one of the options at the bottom of the screen.
• For bill tracking commands, changed term Ignore to Skip.
• Added the keyboard shortcut Ctrl+Shift+X for the command Go To matching transfer. This is used only when a transfer is selected.
• For users of our investment level products, changes made to Register preferences, appearance, and fonts will now apply to both the banking Register and the investment Register.
• Added verification process for email addresses used when sending reports. This also applies to invoices sent by Quicken Home & Business users.

What's fixed

• Issues with entering dates and terms in the register search.
• Issue with One Step Update requesting passwords when user stores passwords for some but not all financial institutions.
• Resolved a crash that occurred during patch downloads.
• Resolved an issue in which the application crashed during One Step Update when the user was syncing with Quicken Cloud Services (Mobile & Web). 

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• Fixed: Issue with One Step Update requesting passwords when user stores passwords for some but not all financial institutions.
• New: For new users, added an in-product chat option to make it easier to contact support from within Quicken. The chat icon is located next to the help question mark on the Quicken title bar.
• Improved: Added warning message for users who are accessing their Data File remotely rather than from their local drive. Users are now informed that there is an increased risk of file corruption and slow response times when accessing files remotely.
• Improved: Replaced old support screen sharing with new CoBrowsing.
• Improved: Several improvements to manual budgeting related to creating, managing, and carrying forward categories, as well as improving annual and monthly views.
• Improved: Detection and correction of column width issues in transaction reports.
• Improved: Updated the look and feel of the Security Detail View.
• Fixed: An issue in which the Tax Item column was not appearing properly in older saved reports.
• Fixed: An issue in which users were encountering sign-in errors after a recent update.
• Fixed: An issue in which scheduled updates stopped working until Quicken was restarted.
• Fixed: An issue in which the ALT+A keyboard shortcut had ceased working in the register.
• Fixed: An issue in which One Step Update was having significant slowing issues for some customers. Also fixed issues relating to slowness during startup and accessing investment accounts.
• Fixed: An issue in which report column resizing did not carry over to the next use of the report.
• Fixed: An issue in which duplicate transactions were added to the investment register when accepting a transaction using the small Accept button when performing compare to register.
• Beta feature: Added new beta feature, Simple Investing. With Simple Investing, Quicken only keeps track of the positions (number of shares for each security) over time, and your cash balances. Quicken’s tracking is based on information provided by your broker.  Your portfolio value, net worth, and investment returns over time will be available, but Quicken will not be able to calculate capital gains and losses or investment income. Quicken will display an account summary rather than an investment transaction register when the account is selected. To access this feature, go to Edit -> Preferences -> Investment transactions and select Enable Simple Investing (positions only). Standard investment tracking is still available. This is an additional option.
• Fixed: An issue in which Reset Account was not successful due to a failure to delete duplicate accounts.
• New: Added an Investing dashboard that includes a new Top Movers. The dashboard is aimed at reducing the complexity of the Investing view to make it easier to quickly assess the status of your investments.
• Improvement: The Account Overview tab will no longer appear under the Business tab unless a user has created a business account.
• Improvement: Created an option to allow users to include the Notes column in their transaction reports. The Notes column can be sorted and is available for printing and export.
• Improved: Changed the default Find (CTRL-f) field from Date to any field.
• Improved: Changing or removing of Tax Line Item categories is now restricted. This is to prevent accidentally altering tax-related information.
• Improved: Error messaging for users who cannot access a cloud-based data file has been improved to explain that the file cannot be accessed because it is already in use by another application.
• Improved: Increased speed of updating investment quotes from the investments tab by not downloading historical quotes. Historical quotes are always downloaded during One Step Update. To include historical quotes from the Portfolio View use Shift-Get Quotes.
• Improved: To help when you have multiple duplicate transactions, you can now delete multiple transactions in the Compare to Register.
• Improved: Returned keyboard shortcut functionality for attachments. The shortcut ALT+ERH will open the Attachments in the Attachments window, use ALT-S to attach an image from a scanner, use ALT-F to attach a file, or use ALT-C to attach from your Clipboard.
• Improved: Made installation more understandable, included time estimates, and improved error messaging for installation issues.
• Improved: Error handling for account number issues caused by variable final digits in account numbers.
• Improved: Quicken now allows up to six numbers after the decimal point when calculating fractional shares.
• Improved: Added explanation for users getting moved to the Paycheck wizard when they choose Net Pay instead of Gross Pay when entering a paycheck.
• Fixed: An issue in which, when Report Columns were reordered, they did not resize properly.
• Fixed: An issue in which, if a Category had a different accounting type than its tax assignment, it would be displayed differently in Summary reports than in Transaction.
• Fixed: An issue with date entries in the Reconcile Statement Date.
• New: Added the ability to toggle display of cents in the portfolio view. This can now be selected on the Portfolio page under Options.
• Improvement: Improved the behavior of Get Started functions for tabs.
• Improvement: Made Show hidden transactions the default setting for new data files.
• Improvement: Financial institution searches now display a No Results Found message when there are no search results.
• Improvement: Increased number of decimal spaces in Estimated Income for securities to improve accuracy.
• Fixed: Sync issues including issues syncing when changing IDs, syncing budgets to the cloud and other windows to cloud syncing, syncing text files, and issues with syncing occurring when the syncing feature was turned off.
• Fixed: Issues related to budgets, including data file states, communication with Quicken for the Web, and missing transfer transactions. An issue in which payroll deductions weren't accurately reflected in the budget.
• Fixed: An issue with Update Share Balance in which, if there was a placeholder transaction on the exact day the you specified a new balance, the share balance did not change.
• Fixed: An issue in which clearing out the register search filter resulted in auto-accepting a downloaded transaction if the transaction was highlighted.
• Fixed: An issue in which the transaction renaming rule prompt failed to appear if multiple edits were made to the transaction.
• Fixed: An issue with duplicate accounts being created when creating a second dataset.
• Fixed: Communications and account transfer issues between the desktop application and Quicken for the Web.
• Fixed: An issue with the Include Paid option not working properly under Income & Transfer. 

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• Improvement: Made improvements to the handling of CC-501 errors that occur when updating accounts. 

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• Fixed: A few internal bug fixes. 

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• Fixed: An issue in which Quicken was crashing when users opened One Step Update Summary and had not selected Show Just Last Update. 

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• Improved: Tours (Formerly QCards) has been updated with new content and visual improvements.
• Improved: Added the ability to start your Quicken experience using Quicken for the Web. This includes the ability to add and remove financial accounts.
• Improved: Quicken Setup has been improved and includes new content.
• Improved: When you add a category to a transaction, Quicken now gives you the option to update past transactions for the same payee.
• Improved: Added keyboard shortcuts for changing dates. Enter w for first day of the week (Sunday). Enter k for the last day of the week (Saturday). Use < and > to move forward or backwards seven days.
• Improved: Several updates to the user interface, including changes to the register defaults as well as minor text updates.
• Improved: Added a screen share menu option for when menus are minimized.
• Improved: Improved financial institution display for Add Account screen.
• Improved: Find and Replace can now search for blank values in fields.
• Improved: Added a popular financial institutions list for brokerage accounts.
• Fixed: An issue in which users received an unnecessary warning message for uncategorized transactions.
• Fixed: A performance issue that was occurring during the add asset account process.
• Fixed: Resolved an issue in which the sign-in popup did not display for online services after a user changed the password using an external browser.
• Fixed: An issue in which the popular financial institutions list did not display.
• Fixed: An issue in which tax planning information was inappropriately appearing in the Quicken Setup.
• Fixed: An issue in which some accounts had information missing after being added.
• Fixed: An issue in which Tips and tutorials and Add on services displayed when they should not have displayed.
• Fixed: An issue in which the Sign in popup sometimes displayed after a user was already logged in.
• Fixed: An issue in which the categories list did not update when creating a budget using Quicken Setup.
• Fixed: An issue in which user profiles were not updating when changing accounts.
• Fixed: Issues in which incorrect information for the Canadian edition of Quicken was displayed.
• Fixed: Issues with Mobile & Web synchronization. Synchronization was turned off by default for new users, and personal income / budget information was not synchronizing properly.
• Fixed: An issue in which deactivating an account triggered One Step Update and added a duplicate account. 

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• Improvement: Made improvements to the handling of CC-800 and CC-500 errors that occur when updating accounts. Users will be directed to add these accounts again, and a dialog box will appear that allows users to go directly to Add Account. 

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• Improvement: Improved tracking of errors to make it easier to respond to customer issues.  
• Fixed: An issue with tracking institutions when logging in or performing a One Step Update. 

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.

• Fixed: An issue in which investment holdings and watch list items created in the desktop application did not appear in the mobile application.

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 replaced an outdated problem reporting tool.
• Improvement: We cleaned up the One Step Update Summary screen for better display of errors and other information.
• Improvement: 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 causing subscription expiration notices to appear when there was a problem connecting to the subscription service.

Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should 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 anywhere, anytime.
• 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.
• Improved: We simplified the setup process for new users by automatically assigning them the preference of Download transactions when Quicken starts.
• New: Added Annualized Returns and Capital gain % columns to the capital gains report. Users can toggle between the two columns.
• 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 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: 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: An issue with multi-monitor displays in which drop-down lists, calendars, and other elements did not appear in the correct locations.
• Fixed: An issue in which the Cash Flow report was showing incorrect numbers when transfers and subtotal by payee were included.
• Fixed: Multiple issues related to syncing budgets to Quicken web and mobile.

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 CC-501 errors when updating bank accounts.

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: We made several user interface enhancements and bug fixes, including returning the search menu to the title bar.
• Improved: We made several improvements and fixes to the .NET Framework.
• 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 a change to a transaction’s status made on Quicken on the Web could sometimes fail to sync back to Quicken desktop.
• 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 matching a manual transaction to a downloaded transaction did not retain the Tag or Attachment from the manual transaction.
• 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 issues that could occur when a budget was synced for display on Quicken Mobile & Web.

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.

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.

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.

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.

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.

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.

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​.

• 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.

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

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.