Quicken for Windows: Manual Patch Update

Applies to:
Business
Deluxe
Premier
Starter
Updated: April, 11 2025 5:19PM
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Overview

Want to make sure you have the latest patch update for your Quicken software? You've come to the right place!

Before you begin

  • While we provide the patch update below, they can also be found in Quicken by going to Help > Check for Updates.

  • You can check your release version by opening Quicken and going to Help > About Quicken.

  • If you reinstall Quicken, make sure you've installed the latest patch release before opening your data file; otherwise, you may be unable to use online services.

Important: If you missed any releases, don't worry. You only need to download the most recent release to update Quicken.

Download the Latest Update (US Versions)

Download the US Manual Patch Update (278.79MB)

Download the Latest Update (Canadian Versions)

Download the Canada Manual Patch Update (421.68MB)

How to Install the Update (US and Canada)

DownloadPatchGIF2024
Welcome!

Still need help? Contact Us

Or Contact Us:
Product Support
For the best support experience, please sign in with your Quicken ID. We'll find your account and get you to the right team:
For Sales & Renewals, or if you're having trouble signing in:
  1. Click on the link above for the update you prefer (these steps apply to both).

  2. In the bottom left corner of your browser, click Open file when the download is complete.

  3. Follow the on-screen instructions to install the update.

  4. When finished, you can verify the release version of Quicken by selecting the Help menu in the software and choosing About Quicken.

Release Notes (U.S.)

Release R62.16 (US Versions, April 2025)

  • FIXED - Issue causing crashes in some instances.

Release R62.14 (US Versions, April 2025)

  • NEW - Tax Loss Harvesting report, showing unrealized investment gains by individual lot, for Premier and above.

  • IMPROVED - Reports only preferences by adding a Show cents in reports by default setting and updating the section title for consistency.

  • FIXED - An issue where in certain cases the Investment Performance Report provided incorrect results when using Subtotal by Investing Goal.

  • FIXED - An issue where reports showed splits and categories despite Show Splits being unchecked.

  • FIXED - An issue where column width modifications in reports were not saved for certain columns.

One Step Update

  • IMPROVED - One Step Update to hide investment quotes and results when no investment accounts exist.

Tax Planner

  • NEW - The Tax Planner now provides suggested Estimated Tax Payments on the Tax Payments page.

Renaming Rules and Memorized Payees

  • IMPROVED - Renaming Rule screen by clarifying the purpose of Change Payee To and If the payee contains fields, replacing dropdowns with radio buttons, and refining the layout.

  • FIXED - An issue where syncing to the cloud deleted one of the Memorized Payees with the same name when multiple payees with identical names existed.

Crash Fixes

  • FIXED - An issue where Quicken would crash when opening the Selected Accounts dialog in the Budget tool.

  • FIXED - A crash that occurred when opening a data file.

  • FIXED - Issue causing crashes in some instances.

Other Fixes

  • FIXED - An issue where Only Once bill reminders created duplicate entries in the Budget.

  • FIXED - An issue where the Projected Balances graph in Bills & Income displayed incorrect closing balances when transfer reminders were included.

  • FIXED - An issue where the Online Backup size column showed 0.00MB for files over two gigabytes.

  • FIXED - An issue where Tabs to Show was missing from the View menu in Starter Edition.

  • FIXED - An issue where the Top Payee card on the Home Dashboard did not include split amounts for payees.

Release R61.21 (US Versions, February 2025)

  • FIXED - An issue where selecting a Tax Line Item incorrectly assigned it to a different tax form.

Release R61.20 (US Versions, February 2025)

  • FIXED - Issues causing application crashes.

Release R61.16 (US Versions, February 2025)

Taxes

  • IMPROVED - 2025 IRS mileage rates updated.

  • IMPROVED - It is now easier to find and select tax schedules and Tax line items when customizing a category for tax reporting.

  • FIXED - An issue relating to transfer transactions between accounts with associated tax line items in the Tax Schedule and Tax Summary reports.

  • FIXED - An issue where account-level tax category assignments were not reflected in the Tax Summary report as expected.

Investments

  • NEW - You can now see your portfolio Day Change on the Top Movers home page dashboard card.

  • IMPROVED - The investment account pop-up registers now allow smaller vertical resizing.

  • FIXED - Issues moving transactions between linked investment accounts and their associated cash accounts.

  • FIXED - Issues with Overall Total calculations in Investment Performance Report when subtotaling by Security Type.

  • FIXED - An issue where custom asset classes were excluded from the Portfolio Rebalancer table.

Transactions

  • IMPROVED - The downloaded transactions banner will update the remaining count immediately after accepting transactions.

  • FIXED - An issue with transaction downloads after a file reset, ensuring the full 30-day range is included.

  • FIXED - An issue causing duplicate transactions when editing categories with pending transactions enabled.

  • FIXED - An issue that caused incorrect "transfer to the same account" errors when editing transactions.

  • FIXED - Duplicate transaction downloads caused by changes to transaction IDs from Arizona Federal Credit Union.

Other Fixes

  • FIXED - Issues with customized Banking Summary, Cash Flow, and Cash Flow by Tag reports.

  • FIXED - An issue where dashboard cards (like Top Spending, Income & Expense, or Portfolio) were excluding separate accounts even if they were explicitly included in the card filter.

  • FIXED - An issue where Living Expenses calculations in Lifetime Planner were incorrectly including separate accounts.

  • FIXED - An issue with Online Backup failing due to network connection errors.

  • FIXED - An issue where manual backup reminders failed to display as expected when exiting Quicken.

  • FIXED - An issue in Business & Personal where you could not select a hidden account when using the Create Invoice option in the Business toolbar.

  • FIXED - Data entry issues in Write Check window (category field was not automatically populated with the payee when selected and last used date was not remembered).

  • FIXED - An issue where hidden accounts were not shown in the Create Invoice dropdown.

For previous release notes, click here.

Release Notes (Canada)

Release R62.18 (Canada Versions, April 2025)

What’s New

  • Tax Loss Harvesting report, showing unrealized investment gains by individual lot, for Home and Business.

What’s Improved

  • Reports only preferences by adding a Show cents in reports by default setting and updating the section title for consistency.

  • One Step Update to hide investment quotes and results when no investment accounts exist.

  • Renaming Rule screen by clarifying the purpose of Change Payee To and If the payee contains fields, replacing dropdowns with radio buttons, and refining the layout.

What’s Fixed

  • An issue where in certain cases the Investment Performance Report provided incorrect results when using Subtotal by Investing Goal.

  • An issue where reports showed splits and categories despite Show Splits being unchecked.

  • an issue where column width modifications in reports were not saved for certain columns.

  • An issue where syncing to the cloud reset Memorized Payees

    with split categories.

  • An issue where syncing to the cloud deleted one of the Memorized Payees with the same name when multiple payees with identical names existed.

  • An issue where Only Once bill reminders created duplicate entries in the Budget.

  • An issue where the Projected Balances graph in Bills & Income displayed incorrect closing balances when transfer reminders were included.

  • An issue where Tabs to Show was missing from the View menu in Starter Edition.

  • An issue where the Top Payee card on the Home Dashboard did not include split amounts for payees.

  • An issue where Quicken would crash when opening the Selected Accounts dialog in the Budget tool.

  • A crash that occurred when opening a data file.

Release R61.23 (Canada Versions, March 2025)

What’s New

  • You can now see your portfolio Day Change on the Top Movers home page dashboard card.

What’s Improved

  • It is now easier to find and select tax schedules and Tax line items when customizing a category for tax reporting.

  • The investment account pop-up registers now allow smaller vertical resizing.

  • The downloaded transactions banner will update the remaining count immediately after accepting transactions.

What’s Fixed

  • An issue where selecting a Tax Line Item incorrectly assigned it to a different tax form.

  • An issue relating to transfer transactions between accounts with associated tax line items in the Tax Schedule and Tax Summary reports.

  • An issue where account-level tax category assignments were not reflected in the Tax Summary report as expected.

  • Issues moving transactions between linked investment accounts and their associated cash accounts.

  • Issues with Overall Total calculations in Investment Performance Report when subtotaling by Security Type.

  • An issue where custom asset classes were excluded from the Portfolio Rebalancer table.

  • An issue with transaction downloads after a file reset, ensuring the full 30-day range is included.

  • An issue causing duplicate transactions when editing categories with pending transactions enabled.

  • An issue that caused incorrect "transfer to the same account" errors when editing transactions.

  • Issues with customized Banking Summary, Cash Flow, and Cash Flow by Tag reports.

  • An issue where dashboard cards (like Top Spending, Income & Expense, or Portfolio) were excluding separate accounts even if they were explicitly included in the card filter.

  • An issue where manual backup reminders failed to display as expected when exiting Quicken.

  • An issue in Business & Personal where you could not select a hidden account when using the Create Invoice option in the Business toolbar.

  • Data entry issues in Write Check window (category field was not automatically populated with the payee when selected and last used date was not remembered).

  • An issue where hidden accounts were not shown in the Create Invoice dropdown.

  • Issues causing application crashes.

Release R60.18 (Canada Versions, December 2024)

What's Improved

  • Access to the "Collapse all graphs in reports by default" setting has been added to the Display dialog in reports.

  • The Account Bar now displays totals for individual sections within main account groups.

  • You can now search for specific settings in the Preferences dialog.

What's Fixed

  • The Investment Asset Allocation report no longer includes sold or expired securities.

  • Transaction dates retain separator hyphens when using the (ddd dd-MM-yyyy) short date format (e.g., Tue 12-11-2024).

For previous release notes, click here.

If you encounter a problem while attempting to download the Manual Patch, please reach out to Quicken Support.

Troubleshooting

  • If you click the link for the patch and the download doesn't begin, make sure your browser does not have a pop-up blocker enabled that could be preventing the patch from downloading.

  • If you are seeing an Unable to check for updates, the server file failed to load error, you find more information on that message by clicking here.

Article ID: GEN00555

Agent Notes

Welcome!

Still need help? Contact Us

Or Contact Us:
Product Support
For the best support experience, please sign in with your Quicken ID. We'll find your account and get you to the right team:
For Sales & Renewals, or if you're having trouble signing in: