Quicken Classic

Quicken Release Notes Version 9.2 Investments

NEW In Account Settings, you can choose whether an eligible money market fund in an investment account is treated as cash or displayed as a security. For example, this can be useful for eligible funds at Fidelity, Schwab, Northern Trust, and other financial institutions

NEW The Investment Performance report helps you evaluate portfolio performance over time, with flexible subtotaling and a graph of overall performance

NEW The Tax Loss Harvesting report identifies investment lots with unrealized losses that may present tax-loss harvesting opportunities

IMPROVED The Update button in Security Detail now refreshes quotes for the security currently being viewed Budgets

NEW A Budget widget is now available on the Dashboard, showing current-month spending against budget targets

NEW Budget categories can now roll unused amounts, overspending, or both into future months

FIXED Extending a budget multiple years now preserves the expected monthly targets Dashboard & Registers

IMPROVED You can now set an account's Display Color from its sidebar context menu

IMPROVED Account and tag colors are now retained through QXF export and import

IMPROVED Match Transaction is now always available from the transaction register context menu, with guidance when the selection cannot be matched Business & Invoicing

IMPROVED Client imports from QuickBooks Desktop and QuickBooks Online now offer options to merge or overwrite duplicate clients

IMPROVED You can now email a draft invoice without changing its Draft status

IMPROVED Emailed invoices now display a Sent status in business views

NEW Mileage deductions are now calculated for Schedule C, Schedule E, and Schedule F tax reports and included in TXF exports

FIXED The Business Sales Tax Liability report now shows 0% sales-tax rates under their assigned agencies

IMPROVED Sales Tax account transaction lists can now be filtered by agency Connectivity & Imports

IMPROVED Zillow-connected accounts now direct you to the Zillow-specific reconnection flow when a connection needs attention Other

ANNOUNCEMENT The Home > Overview tab has been removed. Its remaining functionality is now available from Dashboard cards, including the new Budget card Version 9.1 Investments

NEW Added ETF as a distinct security type in Quicken, so ETFs no longer have to be treated as Stock securities

IMPROVED ETF securities now support an account-level cost basis setting in Account Settings, and ETF sell transactions use that setting when suggesting lots

IMPROVED Added the ability to include or exclude cash in investment reports

IMPROVED Portfolio Value & Cost Basis report now displays dashes for periods where no data is available, instead of leaving cells blank

IMPROVED Security Detail and Watchlist now show dollar and percentage change for the selected graph period

IMPROVED You can now open Security Detail from Capital Gains Estimator and from securities in the Asset Allocation and Allocation by Security dashboard cards, and open Edit Security from Capital Gains Estimator

FIXED Collapsed investment report graphs no longer reopen unexpectedly when resizing the report window

FIXED QXF export/import now preserves ETF, Commodity, and Cryptocurrency security types, including Commodity and Cryptocurrency asset classes

FIXED QXF export/import now preserves investment holding quantities with greater precision, including cryptocurrency holdings with more than 6 decimal places Account Registers

NEW You can now assign a Display Color to an account from Account Settings > Details. Single-account registers use that color for register tabs, row coloring, and selected rows to make the active account easier to identify

IMPROVED Account Balance Chart controls are clearer: credit-limit line options appear only when applicable, and the Show reminders for... menu is hidden when the selected date range already determines the end date Bills & Payments

NEW Scheduled transactions connected to eBills can now automatically update the next instance date to match the eBill due date, independently from existing eBill amount update settings

NEW Scan for Bills & Income helps you find recurring bills and income in your transaction history and turn them into scheduled transactions. This gives you reminders for upcoming bills and income, and helps projected balances better reflect upcoming activity. It is available from the Bills & Income window and the Bills & Income dashboard empty state

IMPROVED In Bills & Income, choosing Add Biller Website from the Actions/ellipsis menu for a scheduled bill reminder now opens Biller Details with the website field focused

IMPROVED Check Pay can now be enabled for supported investing accounts Business & Invoicing

IMPROVED You can now customize the columns shown in the Invoices list using the toolbar column picker

IMPROVED Mileage expenses added to invoices now get a default description based on the trip date and purpose

IMPROVED Client Details > Overview now includes a Business filter so you can view client details by business

IMPROVED Closed businesses now appear in more business-related menus, including Business Dashboard, Invoices List, and Mileage List

IMPROVED Invoice side panel wording is clearer, including the Billable Items tab name and updated tooltip text for the billable items/activity panel toggle Connectivity & Imports

FIXED Downloaded transactions are now categorized as expected when Automatically improve the quality of downloaded payee names and categories is enabled, even when Sync is disabled Renaming & QuickFill Rules

NEW When renaming a downloaded transaction payee and choosing Also rename existing & future transactions, Quicken now opens the renaming rule flow so you can create or update a rule and choose whether to apply it to existing transactions macOS Tahoe

IMPROVED Updated window and button layouts for macOS Tahoe while maintaining compatibility with earlier versions of macOS 9.1.1 Fixes

FIXED Corrected an issue that could cause invoice line item amounts to calculate incorrectly after changing the quantity in some cases

FIXED Transaction highlighting now displays correctly when matching transactions by drag and drop in account registers using a custom color

IMPROVED Scan for Bills & Income is better at detecting recurring bills and income, including non-monthly patterns, and now produces cleaner results Version 9.0 Investments

NEW Portfolio Value and Portfolio Value & Cost Basis reports now include graphs

NEW Commodity and Cryptocurrency securities are now supported, including price downloads

IMPROVED Expanded Asset Class options for securities: Mid-Cap Stocks, Real Estate/REIT, Commodity, and Cryptocurrency

NEW Portfolio Value and Portfolio Value & Cost Basis reports now include date filters for faster time-range analysis

IMPROVED Portfolio Value now includes Cost Basis and Gain/Loss columns, with support for column sorting

IMPROVED Key columns now remain visible while scrolling horizontally in investing views, including Security in Portfolio Value & Cost Basis and Name/Lot in Capital Gains Estimator Dashboard & Registers

IMPROVED You can now adjust the text size in the sidebar, similar to the register

IMPROVED Added keyboard navigation: use left/right arrows to switch focus between register and sidebar, and up/down arrows to move between accounts and sidebar items

IMPROVED The chart in the Income and Spending tabs is now faster and more visually polished

IMPROVED Added a Quick Report option to the right-click menu in Payees, Tags, and Categories, and to the Actions menu in Tags and Categories Bills & Payments

IMPROVED When choosing Edit and Mark as Paid for a Quick Pay or Check Pay bill reminder in the register, you are now prompted for the next step

IMPROVED You can now change the final transaction date for scheduled series using End: After [X payments] or End: On date, including one-time schedules

NEW Business, Client, and Billable fields are now supported in Bill Pay flows including Quick Pay, Check Pay, and Bank Bill Pay

FIXED You can now change the account for an eBill-connected Bill Reminder Business & Invoicing

NEW You can now specify which Stripe payment methods are accepted per invoice (ACH, Credit Card, or both)

NEW Added a Send Invoice button to the toolbar in Client Details > Invoices

IMPROVED In the Client Invoices register, you can now right-click a payment to view all invoices it was applied to, including payments applied to multiple invoices Connectivity & Imports

FIXED Downloaded payee names now respect the Automatically improve the quality of downloaded payee names and categories setting

FIXED The External Transfers account balance is now correct when importing selected accounts from Quicken Windows

FIXED Improved reliability of QuickFill rules that contain transfers, reducing issues that could result in broken transfers

FIXED QuickFill rules are no longer deleted unexpectedly after syncing macOS System Requirements

ANNOUNCEMENT Quicken 9.0 requires macOS 13 or later 9.0.1 Fixes

FIXED Resolved an issue introduced in 9.0.0 that could cause an error when sending an invoice 9.0.2 Fixes

FIXED Register display in dark mode on macOS 13 now renders correctly

FIXED Quicken no longer hangs when saving a scheduled transaction series

FIXED Resolved an issue introduced in 9.0.0 where the amount-field calculator could produce incorrect results when multiplying by values with three or more decimal places, such as $100 * 0.015 = $1.50

FIXED Dashboard cards now display correctly after using Restore to default 9.0.3 Fixes

FIXED Resolved an issue where using Edit and Mark as Paid in Bills & Income could record the payment without advancing the due date in some cases Version 8.5 Investments

NEW Added Portfolio Value and Portfolio Value & Cost Basis reports

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

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

NEW You can now open Security Detail from the Securities list

FIXED Improved performance calculations (IRR/ROI) for short positions so gains and losses are reflected correctly Bills & Payments

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

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

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

NEW Added an Edit and Mark as Paid option to the Scheduled Transaction status icon in registers Dashboard & Registers

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

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

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

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

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

IMPROVED View item prices and descriptions directly in the Products & Services menu when creating an invoice

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Quicken Release Notes Version 9.1 Investments

NEW Added ETF as a distinct security type in Quicken, so ETFs no longer have to be treated as Stock securities

IMPROVED ETF securities now support an account-level cost basis setting in Account Settings, and ETF sell transactions use that setting when suggesting lots

IMPROVED Added the ability to include or exclude cash in investment reports

IMPROVED Portfolio Value & Cost Basis report now displays dashes for periods where no data is available, instead of leaving cells blank

IMPROVED Security Detail and Watchlist now show dollar and percentage change for the selected graph period

IMPROVED You can now open Security Detail from Capital Gains Estimator and from securities in the Asset Allocation and Allocation by Security dashboard cards, and open Edit Security from Capital Gains Estimator

FIXED Collapsed investment report graphs no longer reopen unexpectedly when resizing the report window

FIXED QXF export/import now preserves ETF, Commodity, and Cryptocurrency security types, including Commodity and Cryptocurrency asset classes

FIXED QXF export/import now preserves investment holding quantities with greater precision, including cryptocurrency holdings with more than 6 decimal places Account Registers

NEW You can now assign a Display Color to an account from Account Settings > Details. Single-account registers use that color for register tabs, row coloring, and selected rows to make the active account easier to identify

IMPROVED Account Balance Chart controls are clearer: credit-limit line options appear only when applicable, and the Show reminders for... menu is hidden when the selected date range already determines the end date Bills & Payments

NEW Scheduled transactions connected to eBills can now automatically update the next instance date to match the eBill due date, independently from existing eBill amount update settings

NEW Scan for Bills & Income helps you find recurring bills and income in your transaction history and turn them into scheduled transactions. This gives you reminders for upcoming bills and income, and helps projected balances better reflect upcoming activity. It is available from the Bills & Income window and the Bills & Income dashboard empty state

IMPROVED In Bills & Income, choosing Add Biller Website from the Actions/ellipsis menu for a scheduled bill reminder now opens Biller Details with the website field focused

IMPROVED Check Pay can now be enabled for supported investing accounts Business & Invoicing

IMPROVED You can now customize the columns shown in the Invoices list using the toolbar column picker

IMPROVED Mileage expenses added to invoices now get a default description based on the trip date and purpose

IMPROVED Client Details > Overview now includes a Business filter so you can view client details by business

IMPROVED Closed businesses now appear in more business-related menus, including Business Dashboard, Invoices List, and Mileage List

IMPROVED Invoice side panel wording is clearer, including the Billable Items tab name and updated tooltip text for the billable items/activity panel toggle Connectivity & Imports

FIXED Downloaded transactions are now categorized as expected when Automatically improve the quality of downloaded payee names and categories is enabled, even when Sync is disabled Renaming & QuickFill Rules

NEW When renaming a downloaded transaction payee and choosing Also rename existing & future transactions, Quicken now opens the renaming rule flow so you can create or update a rule and choose whether to apply it to existing transactions macOS Tahoe

IMPROVED Updated window and button layouts for macOS Tahoe while maintaining compatibility with earlier versions of macOS 9.1.1 Fixes

FIXED Corrected an issue that could cause invoice line item amounts to calculate incorrectly after changing the quantity in some cases

FIXED Transaction highlighting now displays correctly when matching transactions by drag and drop in account registers using a custom color

IMPROVED Scan for Bills & Income is better at detecting recurring bills and income, including non-monthly patterns, and now produces cleaner results Version 9.0 Investments

NEW Portfolio Value and Portfolio Value & Cost Basis reports now include graphs

NEW Commodity and Cryptocurrency securities are now supported, including price downloads

IMPROVED Expanded Asset Class options for securities: Mid-Cap Stocks, Real Estate/REIT, Commodity, and Cryptocurrency

NEW Portfolio Value and Portfolio Value & Cost Basis reports now include date filters for faster time-range analysis

IMPROVED Portfolio Value now includes Cost Basis and Gain/Loss columns, with support for column sorting

IMPROVED Key columns now remain visible while scrolling horizontally in investing views, including Security in Portfolio Value & Cost Basis and Name/Lot in Capital Gains Estimator Dashboard & Registers

IMPROVED You can now adjust the text size in the sidebar, similar to the register

IMPROVED Added keyboard navigation: use left/right arrows to switch focus between register and sidebar, and up/down arrows to move between accounts and sidebar items

IMPROVED The chart in the Income and Spending tabs is now faster and more visually polished

IMPROVED Added a Quick Report option to the right-click menu in Payees, Tags, and Categories, and to the Actions menu in Tags and Categories Bills & Payments

IMPROVED When choosing Edit and Mark as Paid for a Quick Pay or Check Pay bill reminder in the register, you are now prompted for the next step

IMPROVED You can now change the final transaction date for scheduled series using End: After [X payments] or End: On date, including one-time schedules

NEW Business, Client, and Billable fields are now supported in Bill Pay flows including Quick Pay, Check Pay, and Bank Bill Pay

FIXED You can now change the account for an eBill-connected Bill Reminder Business & Invoicing

NEW You can now specify which Stripe payment methods are accepted per invoice (ACH, Credit Card, or both)

NEW Added a Send Invoice button to the toolbar in Client Details > Invoices

IMPROVED In the Client Invoices register, you can now right-click a payment to view all invoices it was applied to, including payments applied to multiple invoices Connectivity & Imports

FIXED Downloaded payee names now respect the Automatically improve the quality of downloaded payee names and categories setting

FIXED The External Transfers account balance is now correct when importing selected accounts from Quicken Windows

FIXED Improved reliability of QuickFill rules that contain transfers, reducing issues that could result in broken transfers

FIXED QuickFill rules are no longer deleted unexpectedly after syncing macOS System Requirements

ANNOUNCEMENT Quicken 9.0 requires macOS 13 or later 9.0.1 Fixes

FIXED Resolved an issue introduced in 9.0.0 that could cause an error when sending an invoice 9.0.2 Fixes

FIXED Register display in dark mode on macOS 13 now renders correctly

FIXED Quicken no longer hangs when saving a scheduled transaction series

FIXED Resolved an issue introduced in 9.0.0 where the amount-field calculator could produce incorrect results when multiplying by values with three or more decimal places, such as $100 * 0.015 = $1.50

FIXED Dashboard cards now display correctly after using Restore to default 9.0.3 Fixes

FIXED Resolved an issue where using Edit and Mark as Paid in Bills & Income could record the payment without advancing the due date in some cases Version 8.5 Investments

NEW Added Portfolio Value and Portfolio Value & Cost Basis reports

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

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

NEW You can now open Security Detail from the Securities list

FIXED Improved performance calculations (IRR/ROI) for short positions so gains and losses are reflected correctly Bills & Payments

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

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

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

NEW Added an Edit and Mark as Paid option to the Scheduled Transaction status icon in registers Dashboard & Registers

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

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

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

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

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

IMPROVED View item prices and descriptions directly in the Products & Services menu when creating an invoice

NEW Mileage tracking data is now included in QXF exports for transferring data between Quicken Mac files Connectivity & Imports

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

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

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

ANNOUNCEMENT Quicken 8.5 is the last release with support for macOS 12 8.5.1 Fixes

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

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

FIXED Fixed an issue where eBills could not be linked to scheduled transactions 8.5.2 Fixes

FIXED Fixed the reporting of invoice income in Schedule E and Schedule F tax reports

FIXED Fixed an issue where macOS would sometimes append “.00” to amount fields when switching to another app while editing the field Version 8.4 Accounts & Dashboard

FIXED Fixed an issue that could prevent changing the category on a QuickFill rule created from a linked transfer

NEW You can now duplicate and delete cards on the Home Dashboard to quickly tailor each view to what matters most

NEW Command-clicking a point on a register’s Balance graph now jumps directly to the related transaction so you can investigate changes faster

FIXED Fixed a bug that could prevent Amount field values from appearing fully highlighted when selected

IMPROVED The value update method for Real Estate accounts is now remembered for accounts that are not connected to Zillow®

IMPROVED Allow user to go to transaction from a graph popover in the Account > Balance Bills & Payments

IMPROVED You can now open eBill details directly from the scheduled transaction status icon in the register

NEW Scheduled transactions now support Business name, Client, and Billable status so business details stay intact

IMPROVED Biller search has been refined when adding a Quick Pay payee, making it easier to find the company you need

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Quicken Release Notes Version 8.5 Investments

NEW Added Portfolio Value and Portfolio Value & Cost Basis reports

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

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

NEW You can now open Security Detail from the Securities list

FIXED Improved performance calculations (IRR/ROI) for short positions so gains and losses are reflected correctly Bills & Payments

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

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

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

NEW Added an Edit and Mark as Paid option to the Scheduled Transaction status icon in registers Dashboard & Registers

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

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

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

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

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

IMPROVED View item prices and descriptions directly in the Products & Services menu when creating an invoice

NEW Mileage tracking data is now included in QXF exports for transferring data between Quicken Mac files Connectivity & Imports

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

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

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

ANNOUNCEMENT Quicken 8.5 is the last release with support for macOS 12 8.5.1 Fixes

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

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

FIXED Fixed an issue where eBills could not be linked to scheduled transactions 8.5.2 Fixes

FIXED Fixed the reporting of invoice income in Schedule E and Schedule F tax reports

FIXED Fixed an issue where macOS would sometimes append “.00” to amount fields when switching to another app while editing the field Version 8.4 Accounts & Dashboard

FIXED Fixed an issue that could prevent changing the category on a QuickFill rule created from a linked transfer

NEW You can now duplicate and delete cards on the Home Dashboard to quickly tailor each view to what matters most

NEW Command-clicking a point on a register’s Balance graph now jumps directly to the related transaction so you can investigate changes faster

FIXED Fixed a bug that could prevent Amount field values from appearing fully highlighted when selected

IMPROVED The value update method for Real Estate accounts is now remembered for accounts that are not connected to Zillow®

IMPROVED Allow user to go to transaction from a graph popover in the Account > Balance Bills & Payments

IMPROVED You can now open eBill details directly from the scheduled transaction status icon in the register

NEW Scheduled transactions now support Business name, Client, and Billable status so business details stay intact

IMPROVED Biller search has been refined when adding a Quick Pay payee, making it easier to find the company you need

FIXED Fixed a bug that could cause $0.00 scheduled transfer reminders to appear twice in the Bills & Income tabs

IMPROVED Default category is selected for a new Fiserv eBill

IMPROVED Implemented typeahead/lookahead for the Biller Name field

IMPROVED Ability to add a new Quick Pay payee when choosing Bill Pay > Pay with Quick Pay…

IMPROVED Amount field value gets cleared when switching payees in the "Make a Quick Pay Payment" window

IMPROVED Fiserv: Updated status and message for bills in DISCONNECT_PENDING state Business & Invoicing

NEW You can send invoices and receive payments using Stripe to make getting paid simpler

IMPROVED Invoices now show standard $ amounts without implying U.S. currency, improving the experience for Canadian businesses

FIXED Fixed a regression in 8.4 that could hide the warning when an edit would unlink a Billable transaction from an invoice, such as when changing the business or client

IMPROVED You can now edit invoices and clients using new keyboard shortcuts for faster workflows

NEW Added messaging when Accounts Receivable or Sales Tax accounts need to be auto-created so you know exactly what Quicken is setting up for invoicing

NEW Invoice Terms are now available, letting you define and reuse payment expectations per client or invoice

IMPROVED Billable expenses that have not yet been billed now show Not Billed inside Client Details > Transactions, helping you see what still needs attention

NEW You can now export and import invoice data between Quicken Mac and Quicken Windows to keep business records aligned across platforms

NEW Predefined Payment Terms are available for invoices

NEW Added a way to assign Business, Client, Billable to Scheduled Transactions

IMPROVED Ability to edit Invoices and Clients using keyboard shortcuts

IMPROVED Allowing to delete non-split transactions in the Client Details > Transactions tab

IMPROVED Billable transactions that haven't been billed are shown as "Not Billed" in the Client Details > Transactions window

IMPROVED "Create Credit from Invoice" option is now available in the ellipsis Action menu on the Invoice list for Invoices with a status of Credited

IMPROVED Updated Receive Payment UI to use “picker” for Business, Customer, Deposit Account fields

IMPROVED Added a message informing that new accounts will be auto-created if they are required for invoicing activity (Client Invoices, Sales Tax)

IMPROVED Non-USD accounts are not included when creating the "Enter Tax Payment" and "Issue Refund" transactions Investments

NEW You can now hide securities you no longer track to prevent them from cluttering lists

NEW A new “Currently Held” filter in the Securities list to quickly see only the securities you currently hold

FIXED Resolved an issue that prevented transaction matching as well as Renaming & QuickFill rules from applying in Quicken Connect investment accounts Connectivity, Imports & Reports

FIXED Addressed several issues that could break linked transfers after downloading transactions so both sides stay in sync

IMPROVED Improved usability and user guidance during CSV transaction import

IMPROVED Calendar data storage has been streamlined to reduce overall Quicken data file size Home Dashboard

NEW Added an ability to duplicate and delete cards

NEW Automatically remove customization and Restore cards to their default state

IMPROVED Provided a Clear All option to the Categories menu in the Spending By Category card

IMPROVED Group detail report by category when drilling down on Spending by Category > Other

FIXED Spending by Category card is incorrect if there are categorized transfer transactions Other

IMPROVED Ability to hide securities on the Securities list

IMPROVED [VOC] Added a "Currently Held" filter to Securities list

NEW Added the ability to export/import Invoice data between Quicken Mac and Quicken Windows Bug Fixes and other improvements

FIXED Register values are not always highlighted, or fully highlighted, when selected

FIXED Fixed several bugs that could result in broken transfers when downloading transactions

FIXED Fixed a bug that prevented transaction matching, as well as application of Renaming & QuickFill rules, in Quicken Connect investment accounts

IMPROVED Improvements made in reports data storage to reduce Quicken data file size

IMPROVED Improvements made to transaction import from CSV Version 8.3 Investments

IMPROVED Detailed Tracking is now selected by default when adding accounts at financial institutions that support detailed tracking

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

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

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

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

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

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

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

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

NEW You can now create a new Client from the register

IMPROVED You can now import mileage records from CSV files

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

NEW You can now assign a client to a mileage record

NEW You can now make a mileage record billable

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

NEW New Mileage tab in Client Details provides a quick way to review mileage records associated with each client Transactions, Registers, and Dashboard

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

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

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

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

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

IMPROVED Invoice Activity timeline now shows credited/refund activity

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

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

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

IMPROVED You can now reorder product/service lines on invoices

NEW Added an Invoice Actions menu to invoice windows, making it easier to perform common tasks such as receiving payments or issuing a refund 8.3.1 Fixes

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

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Quicken Release Notes Version 7.10 (October-November 2024) Online Backup

NEW Automatically backup your financial data and Quicken will keep it safe in case of hardware failure or other emergencies (available in v7.9.1 or later releases as a separate subscription) Investments

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

IMPROVED Enhancements have been made to the Security Detail feature Zillow Integration

NEW Use automatic Zillow updates to keep your property estimated market values current (available in the US for Premier and Business & Personal subscriptions) Loans

NEW Export your Loan Payment Schedule (amortization) to a .csv file Future macOS Requirements

ANNOUNCEMENT 7.10 is the last release with support for macOS 11 7.10.1 Bug Fixes and Enhancements

IMPROVED We have made Capital Gains Estimator improvements and fixed bugs

FIXED We addressed a number of issues with Zillow® property value updates Version 7.9 (August 2024) Accounts

NEW You can now add and view attachments on accounts Bills & Income

NEW You can now choose a default action for a scheduled transaction in Bills & Income

IMPROVED Added the Memo column to Bills & Income > Income tab Investments

NEW Added Security Detail view that displays information about a security including graph, price history, purchase history, and more Bug Fixes and Improvements

IMPROVED Register printouts now include starting and ending balance

FIXED Fixed a bug that could, in some cases, prevent the Market Value in investment accounts from updating after manually updating a security price

FIXED Fixed a bug that could cause duplicate securities to be added to the watchlist

FIXED Fixed bugs that prevented Volume and Opening Price values from being stored

FIXED Fixed bugs that could cause the Update Accounts progress indicator to prematurely report that the update completed, or in some cases caused the indicator to continue spinning after an update had completed 7.9.1 Fixes

FIXED Fixed a layout bug in printed reports

FIXED Bug fixes and improvements in Security Detail and Account Attachments

FIXED Fixed a bug where a .QXF file exported from Quicken Mac could fail to import into Quicken Windows due to an OL-220 error Version 7.8 (June-July 2024) Investments

NEW Added a Watchlist which allows you to monitor specific securities for potential trading or investing opportunities (available in Premier and Business & Personal subscriptions) Reports

NEW You can now create folders to organize your custom reports more efficiently Loans

NEW You can now create a Loan to Others to track received payments and income interest for a loan you have made to another person or a business (available in Premier and Business & Personal subscriptions) Fixes

FIXED Fixed an issue where an edited transaction was not scrolled back into view when saving

FIXED Fixed an issue where the search field was cleared when switching between tabs in the Payees & Rules window 7.8.1 Fixes

FIXED Fixed a crash that could occur when adding a security to Watchlist

FIXED Fixed a bug that prevented long category names from displaying in Transaction reports 7.8.2 Fixes

FIXED Fixed a 7.8.0 issue that caused Quicken to save more backups than specified in Settings > Backup

FIXED Fixed a bug that prevented some Watchlist view settings from being saved Version 7.7 (April 2024) Accounts

IMPROVED You can more easily toggle between balance types (Today, Online, and Projected) in the Sidebar customization menu

IMPROVED We‘ve streamlined the progress indicator in the Sidebar while updating accounts

NEW Move Transaction and Match Transaction have been added to the right-click and Transaction menus Bills & Income

IMPROVED You can now set Projected Balance view to 2, 3, 5, and 10 years in the future Reports

NEW Reports can be customized by Memo field and Reconciliation Status Investments

IMPROVED The Name field now remains visible when scrolling in Portfolio View Business & Personal

NEW You can now export mileage tracking records to .CSV

NEW Business Dashboard can now be customized to hide/show cards and change currency Version 7.6 (March 2024) Lists

IMPROVED In Tags and Categories lists, you can now hide/show, see the number of uses, and run a report for each used item Investments

IMPROVED We have updated the layout of the Schedule 3 - Capital Gains and Losses report to more closely match the Canadian tax reporting requirements Dashboard

IMPROVED You can now customize Home Dashboard cards to edit card names and choose which accounts are reflected in each card

IMPROVED Spending by Category cards now show as many categories as will fit when the card changes size Business & Personal

IMPROVED Mileage Trips now have the option to show starting and ending columns

NEW You can now import Business Entity information using QXF Export from (US) Quicken Windows Release R55 or later Other Improvements

IMPROVED Improved performance when updating accounts in files with many renaming rules

IMPROVED Now find backup settings on a new Backup tab in the Settings window 7.6.1 Fixes

FIXED Fixed a problem where account filter pop-ups in existing files could show the wrong setting in 7.6.0; for example, the Investing register could be set to All Savings Accounts and no data would be shown

FIXED The connection status of hidden accounts is now correctly reported Version 7.5 (January 2024) Reports

IMPROVED The Tax Schedule report has been updated

IMPROVED Ability to export TXF data from any tax report, providing greater flexibility and control over the data you choose to export

IMPROVED Added a new, standalone Canadian Schedule 3 report Home Dashboard

IMPROVED Improved graph on the Income & Expense card

IMPROVED The Net Worth card graph now displays more accurately when you select a date range containing only one data point Bills & Income

IMPROVED Updated Projected Balance graph with improved inspection and date range selection

IMPROVED Control the Projected Balance graph display with a new “Y-axis starts at zero” checkbox

IMPROVED Improved the Projected Balance graph appearance when the Projected Balance view settings do not include any future-dated transactions

IMPROVED You can now delete Bank Bill Pay/Intra-bank transfer transactions Quicken Mac Business & Personal

NEW Added a “Rate per mile” column to the Mileage tab so it is easy to see the ”per mile” rate that has been used to calculate potential mileage tax deduction

NEW A new Schedule F tax report is now available for US customers with a farm business

NEW You can now mark a business as “Closed” 7.5.1 Fixes

FIXED Added TXF export option to Schedule D reports

FIXED We now remember the “Y-axis starts at zero” state on the Bills & Income > Projected Balances tab 7.5.2 Fixes

FIXED Fixed a bug in TXF export for the Schedule B report

FIXED Resolved an issue where register date filters might occasionally yield inaccurate results Version 7.4 (November-December 2023) NEW Small Business Owners: We are releasing Quicken Mac Business & Personal so you can now keep track of your business and personal finances in one place. It allows you to manage one or more businesses and view your business data together or separately from your personal data. If you need to file Schedule C, E, or F, this product is for you! Quicken Mac Business & Personal Built for macOS 12+, requires macOS 11 or later Business features require a Business & Personal subscription

NEW Monitor the health of your business with the new Business Dashboard

NEW Analyze your business data with new reports such as Income Statement, Cashflow, and Profitability

NEW Easily track your mileage for tax deductions

NEW Stay organized with Estimated Quarterly Tax Payments calendar

IMPROVED Improved support for exporting business-related tax data to tax-filing software Reports

NEW Added EasyAnswer Transaction Report option to see total spending by Payee

IMPROVED Improved category filtering in Tax Reports Dashboard

IMPROVED Spending by Category Card now shows more categories Other

IMPROVED Subcategories with different parents can now be merged together

IMPROVED Redesigned Categories window and improved tax relationship management

IMPROVED eBills are once again available for Capital One customers

IMPROVED Improved auto-categorization of downloaded transactions Future macOS requirements

ANNOUNCEMENT 7.4 is the last release with support for macOS 10.15 7.4.1 Fixes

FIXED Fixed a crash that could occur when opening a file

FIXED Fixed a crash that could occur when deleting an account 7.4.2 Fixes

FIXED Bug fixes Version 7.3 (September-October 2023) Dashboard

NEW We’ve added a new “Bills & Income” card to the Home Dashboard. This card shows upcoming bills and expected income to help you manage your financial responsibilities.

IMPROVED You can now customize your Home Dashboard by hiding or displaying specific cards. Register

IMPROVED If you need to edit the category on a transfer transaction, you‘ll get a warning that this change would delete the other side of the transfer. Share Feedback

NEW A new channel of communication with the Quicken Mac product team is available via the Help > Send Quicken Feedback menu option to share your feedback on existing features and your ideas for future product improvements. 7.3.1 Fixes

FIXED Fixed a crash that could occur if Quicken encountered an error while opening a file 7.3.2 Fixes

FIXED Fixed an issue that could cause transactions to be downloaded as Uncategorized

FIXED Bug fixes and improvements made to the new Bills & Income card in the Home dashboard Version 7.2 (July-September 2023) Accounts

NEW In Quicken, you can now link a new account to a “hidden” account. All eligible accounts, regardless of their status, appear in the list for linking.

NEW If you have numerous accounts (15 or more) with the same financial institution, it is now easier to choose which accounts you would like to add, or link, in Quicken. Payments

NEW If you pay your bills on your Biller’s website, now you can save the website’s URL in Quicken for fast and easy access.

NEW As more financial institutions migrate to new, more secure login methods, changes are required to receive eBills. We have improved the process for adding, or updating, eBills for these institutions.

FIXED The pane showing pending e-Bills can be expanded/collapsed by clicking the disclosure triangle to review all pending bills. Dashboard

NEW You can now view your securities by Name or Symbol on the Investments Dashboard Holdings card.

FIXED We fixed a bug that prevented the graph from displaying in the Home Dashboard Net Worth card in some cases.

FIXED Improved accuracy of detail report created from the Top Home Dashboard Top Spending Payee card.

FIXED Top Spending Payee card now excludes transfer transactions. Other changes

NEW Added ability to change tag colors in Tags list using multi-select.

NEW Added a help popover in Loans “What If” tab to describe the powerful, new graphing features.

NEW For easy access to the Beta Program, we added a link to the Beta program website under the Help menu.

IMPROVED Significantly improved performance when using the disclosure buttons to expand & collapse data in large reports.

IMPROVED Minor change to the sidebar disclosure triangle appearance to more easily see that there is more information beneath a particular item. 7.2.1 Fixes

FIXED Bug fixes 7.2.2 Fixes

FIXED Bug fixes 7.2.3 Fixes

…

Quicken Release Notes Version 7.4 (November-December 2023) NEW Small Business Owners: We are releasing Quicken Mac Business & Personal so you can now keep track of your business and personal finances in one place. It allows you to manage one or more businesses and view your business data together or separately from your personal data. If you need to file Schedule C, E, or F, this product is for you! Quicken Mac Business & Personal Built for macOS 12+, requires macOS 11 or later Business features require a Business & Personal subscription

NEW Monitor the health of your business with the new Business Dashboard

NEW Analyze your business data with new reports such as Income Statement, Cashflow, and Profitability

NEW Easily track your mileage for tax deductions

NEW Stay organized with Estimated Quarterly Tax Payments calendar

IMPROVED Improved support for exporting business-related tax data to tax-filing software Reports

NEW Added EasyAnswer Transaction Report option to see total spending by Payee

IMPROVED Improved category filtering in Tax Reports Dashboard

IMPROVED Spending by Category Card now shows more categories Other

IMPROVED Subcategories with different parents can now be merged together

IMPROVED Redesigned Categories window and improved tax relationship management

IMPROVED eBills are once again available for Capital One customers

IMPROVED Improved auto-categorization of downloaded transactions Future macOS requirements

ANNOUNCEMENT 7.4 is the last release with support for macOS 10.15 7.4.1 Fixes

FIXED Fixed a crash that could occur when opening a file

FIXED Fixed a crash that could occur when deleting an account 7.4.2 Fixes

FIXED Bug fixes Version 7.3 (September-October 2023) Dashboard

NEW We’ve added a new “Bills & Income” card to the Home Dashboard. This card shows upcoming bills and expected income to help you manage your financial responsibilities.

IMPROVED You can now customize your Home Dashboard by hiding or displaying specific cards. Register

IMPROVED If you need to edit the category on a transfer transaction, you‘ll get a warning that this change would delete the other side of the transfer. Share Feedback

NEW A new channel of communication with the Quicken Mac product team is available via the Help > Send Quicken Feedback menu option to share your feedback on existing features and your ideas for future product improvements. 7.3.1 Fixes

FIXED Fixed a crash that could occur if Quicken encountered an error while opening a file 7.3.2 Fixes

FIXED Fixed an issue that could cause transactions to be downloaded as Uncategorized

FIXED Bug fixes and improvements made to the new Bills & Income card in the Home dashboard Version 7.2 (July-September 2023) Accounts

NEW In Quicken, you can now link a new account to a “hidden” account. All eligible accounts, regardless of their status, appear in the list for linking.

NEW If you have numerous accounts (15 or more) with the same financial institution, it is now easier to choose which accounts you would like to add, or link, in Quicken. Payments

NEW If you pay your bills on your Biller’s website, now you can save the website’s URL in Quicken for fast and easy access.

NEW As more financial institutions migrate to new, more secure login methods, changes are required to receive eBills. We have improved the process for adding, or updating, eBills for these institutions.

FIXED The pane showing pending e-Bills can be expanded/collapsed by clicking the disclosure triangle to review all pending bills. Dashboard

NEW You can now view your securities by Name or Symbol on the Investments Dashboard Holdings card.

FIXED We fixed a bug that prevented the graph from displaying in the Home Dashboard Net Worth card in some cases.

FIXED Improved accuracy of detail report created from the Top Home Dashboard Top Spending Payee card.

FIXED Top Spending Payee card now excludes transfer transactions. Other changes

NEW Added ability to change tag colors in Tags list using multi-select.

NEW Added a help popover in Loans “What If” tab to describe the powerful, new graphing features.

NEW For easy access to the Beta Program, we added a link to the Beta program website under the Help menu.

IMPROVED Significantly improved performance when using the disclosure buttons to expand & collapse data in large reports.

IMPROVED Minor change to the sidebar disclosure triangle appearance to more easily see that there is more information beneath a particular item. 7.2.1 Fixes

FIXED Bug fixes 7.2.2 Fixes

FIXED Bug fixes 7.2.3 Fixes

FIXED Fixed an issue that could cause duplicate investment accounts

FIXED Fixed an issue on macOS Sonoma that prevented the register columns pop menu from appearing Version 7.1 (May-June 2023) Charting

IMPROVED We have replaced older charts with modern, native versions that offer more options

Graph on What If tab of Loan account

Pie chart on Payments tab of Loan account

Projected Payoff graph on Progress tab of Loan account Investments

IMPROVED Added a “tip” to the Holdings investment dashboard card to show

Change in price since previous day’s closing price as a $ amount

Change in price since previous day’s closing price as a percentage Bills & Income

IMPROVED The link in the Schedule column now takes you to the Transaction Details sheet instead of the register

NEW Amount due this month is now shown in addition to the total amount for insurance premium eBills Connection Status window

IMPROVED Updated UI to make it easier to view accounts in the Successful Connections section Reports

IMPROVED Expand and collapse view options that were supported in legacy reports have been added to new reports (e.g. View > Summary of All Items and Top-level Items Only) Other changes

NEW Link to the Learning Center is available via the Help menu

NEW CAD currency is used when creating accounts of Canadian-only types

IMPROVED Can now sort Tags list by Color, Description, or Status 7.1.1 Fixes

FIXED Bug fixes 7.1.2 Fixes

FIXED Bug fixes Version 7.0 (April-May 2023) Dashboard

NEW Net Worth card in the Home Dashboard

IMPROVED Recently Categorized Transactions are now shown on the Uncategorized Transactions card

IMPROVED Generate a report for the specified time period by clicking the legend on the Income & Expense card

FIXED Income & Expense card now excludes all transfers Investments

IMPROVED Canadian holidays are used when showing data from the last market trading day

NEW Added a “cheat-sheet” on how to use new Portfolio graph features Bills & Income

NEW Support for “Daily” frequency for scheduled transactions

NEW You can now show Category and Tags columns in Bills & Income

FIXED Improved consistency in using the Preferences > Connected Services > Use Posted Date for Posted Transactions Connection Status window

IMPROVED OFX Bill Pay errors are now shown in Connection Status window Learning Center

IMPROVED Added more details to the Bills section

IMPROVED Added new content on using Tags for transactions More changes and bug fixes

IMPROVED Redesigned Offline Account flow

IMPROVED Improved display of payees with descriptions

IMPROVED Passwords for connected accounts can now be retrieved from Keychain, if available

IMPROVED Register settings are now consistently applied to all tabs (Spending, Income, and Transactions tabs)

IMPROVED You can now edit account names when adding new connected accounts

IMPROVED Search results now update after adding/removing register columns

IMPROVED Improved customization options for reporting on transfer transactions

FIXED Improved principal and interest calculations for loans with payment frequencies of less than one month System requirements

UPDATED Quicken v7.0 requires macOS 10.15 (Catalina) or higher 7.0.1 Fixes

IMPROVED Improvements and bug fixes in the Net Worth card in the Home Dashboard

FIXED Improved saving and restoring transaction selection and scroll position when switching between registers, or register tabs

FIXED Clicking a category name above the pie chart in a register’s Spending or Income tab now updates the register and pie chart as expected 7.0.2 Fixes

FIXED Fixed a bug that could prevent the portfolio view from saving and restoring view settings

FIXED Fixed an issue that could cause funding accounts to be disabled for bill pay customers 7.0.3 Fixes

FIXED Fixed a bug that could prevent the portfolio view from restoring the collapsed state of accounts 7.0.4 Fixes

FIXED Fixed an issue that could cause scheduled transactions to become uncategorized when using Edit and Mark as Paid in Bills & Income Version 6.12 (February-May 2023) Managing Accounts

NEW Option to display password in plain text when entering financial institution credentials for a new account

IMPROVED Edit Opening Balance transactions in the account register

IMPROVED Changing connection method for an account from account settings Reports

NEW Create, View, and Print Reconciliation Reports

NEW New “Income & Expense” card in the Home Dashboard

IMPROVED Added Learning Center content for reports

IMPROVED Schedule D tax report now includes manually categorized investment transactions

IMPROVED “Top Spending Payees” card on the Dashboard now excludes transfers, manually entered Opening Balance transactions, Reconcile adjustments, and other balance adjustments in Split Lines to present more accurate spending data Bills

IMPROVED Updating eBills for Chase credit cards

IMPROVED See scheduled transaction frequency in Bills & Income > Bills

IMPROVED More easily see scheduling options when creating or editing a scheduled transaction Investments Improvements

IMPROVED Significantly faster performance when downloading investment OFX data Connectivity Status Window

IMPROVED Ability to select/copy text of error details

IMPROVED Connection error message readability Bug Fixes

FIXED Made over 60 changes to ensure product quality and stability, and to bring more consistency across features Announcement

ANNOUNCEMENT 6.12 is the last release with support for macOS 10.13 and 10.14 6.12.1 and 6.12.2 Fixes

FIXED Fixed a crash that could occur when opening the Reconciliation History window 6.12.3 Fixes

FIXED Fixed an issue that could cause duplicate securities to appear after downloading investment data

FIXED Fixed an issue that caused scheduled transfers to be recorded incorrectly when using Edit and Mark as Paid in Bills & Income 6.12.4 Fixes

IMPROVED Improved eBill support for Citi Card customers

FIXED Margin Interest Expense category activity is now included in tax reports 6.12.5 Fixes

FIXED Bug fixes 6.12.6 Fixes

FIXED Bug fixes 6.12.7 Fixes

FIXED Fixed an issue that could cause scheduled transactions to become uncategorized when using Edit and Mark as Paid in Bills & Income Version 6.11 (December 2022-January 2023) Investments

NEW Optionally hide cents when viewing your investment portfolio

IMPROVED Portfolio Charts

View your investment portfolio in a new and more dynamic way using new charting capability

Understand performance of your investments over a selected time period with clean and easy to read labels

With a few clicks analyze your investment data and examine it from different viewpoints so that you can understand it better Accounts

IMPROVED Redesigned – Connectivity Status window

The old Account Status window has been replaced by the new Connectivity Status window

This new window clearly shows the status of your connected accounts, with appropriate suggestions and affordances to correct errors when they occur

IMPROVED Redesigned – Add Account

Use the new flow to add Direct Connect accounts Bill Payments

…

Quicken Release Notes Version 6.12 (February-May 2023) Managing Accounts

NEW Option to display password in plain text when entering financial institution credentials for a new account

IMPROVED Edit Opening Balance transactions in the account register

IMPROVED Changing connection method for an account from account settings Reports

NEW Create, View, and Print Reconciliation Reports

NEW New “Income & Expense” card in the Home Dashboard

IMPROVED Added Learning Center content for reports

IMPROVED Schedule D tax report now includes manually categorized investment transactions

IMPROVED “Top Spending Payees” card on the Dashboard now excludes transfers, manually entered Opening Balance transactions, Reconcile adjustments, and other balance adjustments in Split Lines to present more accurate spending data Bills

IMPROVED Updating eBills for Chase credit cards

IMPROVED See scheduled transaction frequency in Bills & Income > Bills

IMPROVED More easily see scheduling options when creating or editing a scheduled transaction Investments Improvements

IMPROVED Significantly faster performance when downloading investment OFX data Connectivity Status Window

IMPROVED Ability to select/copy text of error details

IMPROVED Connection error message readability Bug Fixes

FIXED Made over 60 changes to ensure product quality and stability, and to bring more consistency across features Announcement

ANNOUNCEMENT 6.12 is the last release with support for macOS 10.13 and 10.14 6.12.1 and 6.12.2 Fixes

FIXED Fixed a crash that could occur when opening the Reconciliation History window 6.12.3 Fixes

FIXED Fixed an issue that could cause duplicate securities to appear after downloading investment data

FIXED Fixed an issue that caused scheduled transfers to be recorded incorrectly when using Edit and Mark as Paid in Bills & Income 6.12.4 Fixes

IMPROVED Improved eBill support for Citi Card customers

FIXED Margin Interest Expense category activity is now included in tax reports 6.12.5 Fixes

FIXED Bug fixes 6.12.6 Fixes

FIXED Bug fixes 6.12.7 Fixes

FIXED Fixed an issue that could cause scheduled transactions to become uncategorized when using Edit and Mark as Paid in Bills & Income Version 6.11 (December 2022-January 2023) Investments

NEW Optionally hide cents when viewing your investment portfolio

IMPROVED Portfolio Charts

View your investment portfolio in a new and more dynamic way using new charting capability

Understand performance of your investments over a selected time period with clean and easy to read labels

With a few clicks analyze your investment data and examine it from different viewpoints so that you can understand it better Accounts

IMPROVED Redesigned – Connectivity Status window

The old Account Status window has been replaced by the new Connectivity Status window

This new window clearly shows the status of your connected accounts, with appropriate suggestions and affordances to correct errors when they occur

IMPROVED Redesigned – Add Account

Use the new flow to add Direct Connect accounts Bill Payments

IMPROVED Easily split transactions when making payments with QuickPay or Check Pay

IMPROVED Quicken now remembers the last account used to make payments to billers with QuickPay or Check Pay

IMPROVED Calendar picker prevents selecting invalid dates (such as on weekends or in the past) for checks to be sent when scheduling a Check Pay payment

IMPROVED Quicken automatically detects and notifies users about bills for connected accounts

IMPROVED Quicken automatically detects micro-deposits for Check Pay verification

IMPROVED Edit your scheduled transactions as you are posting them from the Bills & Income tab Tax reports

NEW Individual Tax schedules are now available in Quicken Mac Deluxe and Premier Learning Center

NEW New card – learn about the role registers play in Quicken Mac

NEW Direct links now connect Learning Center cards to their matching features Bug Fixes

FIXED Made over 60 changes throughout the product to promote consistency, improve performance and stability, and address quality issues 6.11.1 Fixes

FIXED Fixed a crash that could occur while updating accounts. 6.11.2 and 6.11.3 Fixes

FIXED Stability fixes. Version 6.10 (October-November 2022) Our latest improvements to Quicken make it easier and faster for you to get to your financial data. New

NEW The new Dashboard cards in your Home tab provide access to your data at-a-glance and productivity tools as well. (Card colors are only available in macOS 10.15 or later)

NEW The Add Account workflow has been streamlined and modernized to improve your experience when adding accounts to Quicken. (Only available in macOS 10.15 or later) Improved

IMPROVED Chase eBills are back. Use your Chase Credit Card or Chase Line of Credit accounts to automatically track bill information and make bill payments.

IMPROVED More Sidebar Account Options. Use the new sidebar contextual menu options to quickly hide an account, mark it closed, or keep it separate.

IMPROVED Bills & Income performance. Switching between tabs (Bills, Income, Payees, Projected Balances, and Activity) or sorting by any column is instantaneous regardless of how many scheduled transactions you have.

FIXED Fixed over 30 issues to maintain high quality and promote consistency throughout the product. 6.10.1 and 6.10.2 Fixes

FIXED Fixed several minor stability and quality issues. 6.10.3 Fixes

FIXED Fixed an issue that could cause recently-downloaded transactions to become uncategorized. Version 6.9 (August 2022) We’ve made Reports, Registers, and Preferences better. Reports

NEW Report Customization. Build a report that suits your needs and view your financial data the way you prefer. For example, specify the font, text size, and alternate row color.

IMPROVED We have improved the appearance of printed reports. Scheduled Transactions

IMPROVED We added a new tooltip for scheduled transactions to indicate how many days until a bill is due.

NEW We added new color-coded icons to alert you when transactions are due or late. Sidebar

IMPROVED Our new progress indicator for One Step Update helps you know when the download is complete and your accounts are up to date.

NEW We’ve moved the sidebar options into a new Sidebar tab in Preferences. Now you can easily manage the sidebar settings all in one place. Other Improvements and Fixes

IMPROVED We’ve improved support for macOS Ventura (Beta).

FIXED We always fix bugs in every release and this one is no exception. We have fixed over 40 issues for 6.9.0. Version 6.8 (June-July 2022) We’ve added some new features and made several improvements throughout the product in this release. Reports

NEW EasyAnswer reports Quickly generate focused reports to help answer some of the top questions and get valuable information about the state of your finances. Requires macOS 10.15 or later.

IMPROVED We now display totals at the bottom of the screen and on printed reports that are more aligned with standard accounting practices.

NEW Foreign Bank Accounts Report (FBAR) Easily calculate the maximum balance of your foreign bank accounts within a calendar year. It will significantly help you with your taxes. Requires Quicken Premier or above. Learning Center

NEW Learning Center Quickly learn the basics, must-know Quicken concepts, and how to apply them to manage your financials. This content is always available, and you can bring it back and review it any time. Investments Improvements

IMPROVED Asset Classes in Portfolio We changed the way securities with multiple asset classes are displayed. Securities with multiple asset classes will display within each relevant asset class alongside a new percentage label that indicates the proportion of the security that falls within that asset class.

IMPROVED See the latest market data When looking at your Portfolio while markets are closed, Quicken will automatically show the price change data from the last trading day. It will then automatically advance when markets reopen.

IMPROVED Mutual fund price callout Mutual fund prices update after markets close. When Quicken identifies a mutual fund, an info icon appears next to the price when the latest price displayed is not from the most recent trading day.

IMPROVED Cash in Security When the funds include “Cash” as one of the asset classes in a mixture, Quicken now differentiates it by naming the asset class “Cash in Security”. Renaming the asset class helps to distinguish between cash as an asset and the actual cash in your account. 6.8.1 Fixes

• FIXED Fixed an issue that could cause mixed-asset securities to display incorrectly in portfolio views
• FIXED Fixed an issue that could cause auto-reconcile status icons to appear, unexpectedly, in the sidebar
• FIXED Fixed other minor stability and quality issues 6.8.2 Fixes
• FIXED Fixed an issue that could prevent use of, or access to, Quick Pay and Check Pay features
• FIXED Fixed a bug that could prevent balances from updating in the Bills & Income > Projected Balances view 6.8.3 Fixes
• FIXED Fixed an issue that could result in an empty detail report when clicking to “drill down” into category totals for Summary and Comparison reports
• FIXED Fixed other minor stability and quality issues Version 6.7 (April-May 2022) We’ve made great improvements to your Investing experience, and continued to focus on connectivity and overall product stability. Dark Mode

NEW Quicken will now display, by default, in Light Mode or Dark Mode based on your macOS system settings. If you prefer, you can override this setting in Quicken > Preferences. Investments

NEW You can drag and drop to rearrange investment dashboard cards to create a customized view of your investments.

NEW You can now drill down into the pie charts in your investment dashboard to see more detailed information about asset class and security allocations.

NEW In Simple Tracking investing accounts, you can now manually update your share balance to help track your historical holdings more accurately.

IMPROVED We added the ability to calculate investment transactions based on share count and share price for all “Reinvest” transaction types, such as Reinvest Dividend.

IMPROVED You can now update share prices directly from the Dashboard and Portfolio views. This is especially handy if you have securities for which prices cannot presently be downloaded, including cryptocurrencies.

IMPROVED We relocated the portfolio toolbar so that it now sits above the graph, and added the option to Hide/Show Graph.

IMPROVED The portfolio toolbar now adapts to smaller window widths. Registers

IMPROVED To make it easier to find what you’re looking for, Quicken will now highlight transactions as you hover over them with your cursor. 6.7.1 Fixes

• FIXED Fixed insertion behavior with the QuickMath calculator when using the ‘=’ sign.
• FIXED Made improvements and bug fixes to editing the share price in portfolio view.
• FIXED Improved error messages shown during Multi Factor Authentication.
• FIXED Fixed other minor stability and quality issues. Version 6.6 (February-March 2022) We've made several small improvements throughout the product in this release. Investment Improvements
• IMPROVED The Investment Dashboard Top Movers card gets a couple of enhancements. First, we've changed the sort order so that the top gainers appear at the top of the list and the top losers appear at the bottom, sorted by the actual value. The new sort order makes it easier to see which way your portfolio is heading. Second, green and red pills appear behind the numbers to help emphasize whether you're up or down for the day.

…

Quicken Release Notes Version 5.18.0, 5.18.1, and 5.18.2 (September) We've made a number of feature enhancements in bill pay, bills & income, budgets, reports, and the sidebar. You should also check out our updated system requirements. New Activity tab for Bills & Income plus a new way to pay with Quick Pay and Check Pay

• NEW Bills & Income has a new tab called Activity. Once you pay a bill it will move to the Activity tab. From there you can manage and monitor your paid bills. A blue dot appears on the tab when there's something new. The Activity tab replaces the Recently Paid and Recently Deposited sections under the Bills & Income tab.
• NEW The Online Payment tab in the register has been renamed Bill Pay and now includes support for Quick Pay and Check Pay, in addition to bank bill pay and intra-bank transfers, and displays your current eBill information when paying your Quick Pay bills. You can also use a calendar to choose the day you pay your bills. Track transfers in budgets and expand or collapse all sections in a report
• NEW We’ve added the ability to track transfers in budgets. This was one of our most requested features. Transfer categories are important for tracking deposits to savings and retirement accounts when preparing for retirement, or tracking withdrawals coming from retirement accounts once you’ve retired. You’ll find new Transfer In and Transfer Out sections in your categories.
• NEW We recently added the ability to print reports with expanded or collapsed sections. Now we’ve added an easy way to expand or collapse ALL of your report sections. Use the new Table Options button to Expand All or Collapse All. If you're using a transaction report, you'll also find the Columns option lets you change your columns.
• NEW Added report descriptions to provide more information about each default report. You can also add your own descriptions to your custom reports. Better control over the display of accounts in the sidebar
• NEW In the last release, we added the ability to specify display settings for an account and to mark them as hidden, closed, or separate. This changed the way they were grouped in the sidebar. Now, we've added the ability to completely hide these groups in the sidebar. Select the three dots at the top of the sidebar to change your account display options. This only affects Quicken for Mac. These accounts, even if synced, will continue to appear on Web and Mobile. New system requirements
• NEW This release will be the last version of Quicken for Mac that will run on macOS El Capitan (10.11) and macOS Sierra (10.12). The newer versions of macOS offer better performance, stability, security, and offer features that are required for the continued development of Quicken for Mac. You may continue running Quicken for Mac v5.18 even if you don’t upgrade your macOS version, but connected services (such as downloading transactions) will eventually stop working as we upgrade technologies used to connect to financial institutions. Version 5.17.0, 5.17.1, 5.17.2, 5.17.3, 5.17.4, 5.17.5 and 5.17.6 (July - September) This is an exciting release with major enhancements to reports, bill payment, scheduled transactions, budgets, and accounts. All-new reports center: a redesigned reporting experience featuring increased interactivity, better organization, and new reports
• NEW The 5.17 update introduces a new Reports tab. Using the new Reports tab, you can search, open, and interact with your reports.
• NEW To make navigation easier and highlight popular choices, we’ve redesigned the organization of our reports. This includes creating new groups for Net Worth reports, Tax reports, and Transaction reports. We’ve also created a new Popular group that includes ten of the most common and useful reports.
• NEW To make it easier to read your reports, they now appear in individual windows rather than as a part of the main Quicken window.
• NEW Quicken now prompts you to save a report if you have made changes to it. This makes it easier to revisit useful customizations to your reports.
• NEW We've added four new Net Worth reports and a new Cash Flow Comparison report. Enhanced Quick Pay, Check Pay, and scheduled transactions: improved scheduling and payment options, scheduled transaction sync, and bill pay alerts
• NEW You can now schedule a future dated Quick Pay or Check Pay payment. You are no longer required to send a payment immediately.
• NEW You can now assign a payment method to a scheduled transaction. For example, you can now set a particular bill to always be paid using Quick Pay.
• NEW We've added several types of Bill Pay alerts including SMS text messages. To update the phone number used for receiving these alerts, go to Mobile, Web & Alerts tab in Quicken Preferences.
• NEW Scheduled transactions will now sync to the Quicken Cloud so that you can review your bills using the mobile and web apps.
• NEW The calculation we use to derive Today's Balance has changed. Going forward, this balance will now match the running balance in the register and include past-due scheduled transactions. Improved account management: new Hidden and Separate accounts, improved budgeting, and improved sidebar
• NEW You can now choose to exclude accounts from a budget. This helps you to create budgets that are more specifically tailored for your needs. The ability to select the accounts used for a budget was one of our most requested features.
• NEW Hidden accounts will now appear in their own group on the sidebar so they are easily accessible. This makes it easier to use All Transactions to search across every account, even ones that are hidden or have been closed.
• NEW We have added a Separate Accounts feature to improve support for tracking accounts that are outside of your personal, or primary finances. For example, you can use this feature to track accounts on behalf of a parent, child, or organization. These accounts will not be included by default in reports or net worth calculations.
• NEW You can now mark an account as Closed. Closing an account will zero out the balance, automatically move it to hidden accounts, and disconnect it from online services. Closed accounts will still be included in reports by default.
• NEW We have added a new control in the register so you can more easily adjust the scheduled transaction reminders you see in each account. 5.17.1 and 5.17.2 Fixes
• NEW Added the ability to close an account from the Hide and Show Accounts window and from the shortcut menu that appears when Control-clicking an account on the account sidebar.
• FIXED Fixed an issue where an invalid Formatting Error could appear when editing a transaction and, in some cases, could cause a crash. 5.17.3 Fixes
• FIXED Fixed an issue where choosing a payee with QuickFill options would clear the Action field.
• FIXED Fixed an issue on macOS 10.15 (Catalina) where double clicking an attachment wouldn’t open the attachment.
• FIXED Fixed an issue that would mess up tabbing through register fields after hitting Command+Option+E or other keyboard shortcuts.
• FIXED Fixed an issue where report category and sub-category disclosure settings were not saved with the report.
• FIXED Fixed an issue where re-ordering columns were not saved with the report.
• FIXED Fixed an issue where realized and unrealized gain transactions would appear in a customized category transaction report where all accounts, categories, and tags were selected, but the report was filtered by a set of payees.
• FIXED Fixed an issue where the multi-currency pop-up on the Spending Over Time and Net Income charts on the Home tab drew on top of the date range.
• FIXED Fixed a sync issue where closed accounts that had been reopened were closed again after syncing.
• FIXED Fixed a crash that could occur when clicking on a scheduled transaction in the calendar.
• FIXED Fixed a crash that would occur on macOS 10.13 (High Sierra) when selecting the “Save and finish later” option in the Reconcile window. 5.17.4, 5.17.5 and 5.17.6 Fixes
• FIXED Fixed a crash that could occur on macOS 10.11 (El Capitan) and macOS 10.12 (Sierra) when adding attachments to transactions. If you’re on macOS 10.11 or 10.12, we encourage you to upgrade to a newer version of macOS for better performance, stability, and security. While we’ve continued to fix these 10.11 and 10.12 issues, this work will stop after the next release.
• FIXED Fixed an issue where the First Check Number would be wrong in the Print Check window.
• FIXED Fixed a crash that could occur for Quicken Bill Pay customers when launching or quitting Quicken, or when trying to cancel a Quicken Bill Pay payment after August 31st. Version 5.16.0 and 5.16.1 (May) The 5.16 release continues to improve the product in three key areas: QuickFill rules, reports, and bill pay. Lock QuickFill rules and set default preferences
• NEW QuickFill rules can now be locked to prevent overwriting or modifying rules that you don’t want changed.
• NEW We have added preferences for QuickFill and Renaming Rules to determine whether rules will be auto-created, by default, when creating or editing transactions.
• NEW You can now use ⌘Y to quickly create a QuickFill rule based on the selected transaction.
• FIXED Fixed a number of QuickFill issues. New reports and improved print and export capabilities
• NEW Added more than 20 new, standard reports to help you better understand your financial picture, including income and spending reports.
• NEW You can now more easily create your own, custom reports by modifying the new, standard reports.
• NEW Printed and exported reports now more accurately reflect the reports’ onscreen appearance.
• NEW You can now report on Unrealized Gains, using the Advanced tab settings, when customizing a report. New Quick Pay and Check Pay capabilities (US Premier and above members only)
• NEW You can now pay bills from your register using Quick Pay or Check Pay.
• NEW The Check # field now displays a menu to show all the available online bill payment and check options.
• NEW If you select Pay, Mail, or Send, the suggestion list will display the payees that you have set up for the selected payment method.
• NEW Manage Quick Pay and Check Pay payment accounts, and monitor monthly payment usage, from a single payment account window. Other improvements and fixes
• IMPROVED We’ve redesigned the Preferences window so you can more easily find the customization settings you’re looking for.
• FIXED Fixed an issue that prevented newly added accounts from appearing in budgets.
• FIXED Fixed an issue that could prevent successful resolution of eBill errors.
• FIXED Fixed an issue that prevented Dividend and Buy transaction pairs from converting into a Reinvest Dividend transaction for certain types of securities, such as REITs.
• FIXED Fixed a rare issue in which the Share Balance column didn't display the accurate share count.
• FIXED Fixed an issue in which adding a transfer from one account to another failed to display a prompt to match an existing transaction.
• FIXED Fixed an issue in which a Canadian bank account created from a QFX file defaulted to USD currency. 5.16.1 Fixes
• FIXED Fixed a number of crashes that only occur on macOS 10.11 El Capitan and 10.12 Sierra. If you’re on macOS 10.11 or 10.12, we encourage you to upgrade to a newer version of macOS for better performance, stability, and security. While we’ve continued to fix these 10.11 and 10.12 issues, this work will stop in the next couple of months. Version 5.15.0, 5.15.1, 5.15.2 and 5.15.3 (February - March) The 5.15 release adds the ability to automatically create QuickFill rules with payees, tags, memos and amounts and also a new way to pay bills. Our new QuickFill enhancement includes the option to auto-save categories, tags, memos and amounts.

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