# Quicken Classic: what changed from 8 to 9 - Product: Quicken Classic (https://whatsnew.fyi/product/quicken) - Vendor: Quicken - Range: changelog entries numbered after 8.5.2 up to and including 9.2.1, stable releases only - Entries below: 3 releases (newest first) - Resolved: 8 is 8.5.2 and 9 is 9.2.1, the newest stable release of each major we track - Carrying security changes: 0 · CVEs mentioned: 0 · Mentioning breaking changes: 0 · Removing or deprecating something: 2 - Page: https://whatsnew.fyi/product/quicken/compare/8...9 What's New is an index, not a publisher: every entry below links to the vendor's own release notes, which are the authoritative source. Entries are labelled where they are hand-curated sample data, pre-releases, or drawn from a secondary source such as a developer blog. Reuse: the summaries, labels and curation here are © What's New. Quote freely with attribution and a link back; wholesale republication of the corpus is not permitted — terms: https://whatsnew.fyi/terms. The vendors' own release notes remain their publishers'. ## What changed (52 changes, grouped by kind) ### Added #### 9.2.1 (2026-08-31) - Download tab in Account Settings now lets you correct inaccurate cash balances and holdings by changing eligible money market funds from Treat as Cash to Track as a Position - Investment Performance report helps you evaluate portfolio performance over time, with flexible subtotaling and a graph of overall performance - Tax Loss Harvesting report identifies investment lots with unrealized losses that may present tax-loss harvesting opportunities (also in 9.2.0) - Budget widget is now available on the Dashboard, showing current-month spending against budget targets - Budget categories can now roll unused amounts, overspending, or both into future months (also in 9.2.0) - Mileage deductions are now calculated for Schedule C, Schedule E, and Schedule F tax reports and included in TXF exports (also in 9.2.0) #### 9.2.0 (2026-08-13) - In Account Settings, choose whether an eligible money market fund in an investment account is treated as cash or displayed as a security - Investment Performance report helps evaluate portfolio performance over time with flexible subtotaling and a graph of overall performance - Budget widget is now available on the Dashboard showing current-month spending against budget targets #### 9.1.1 (2026-07-14) - Add ETF as a distinct security type in Quicken so ETFs no longer have to be treated as Stock securities - Assign a Display Color to an account from Account Settings > Details for use in register tabs, row coloring, and selected rows - 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 - Scan for Bills & Income helps you find recurring bills and income in your transaction history and turn them into scheduled transactions - 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 ### Changed #### 9.2.1 (2026-08-31) - Update button in Security Detail now refreshes quotes for the security currently being viewed (also in 9.2.0) - Account Display Color can now be set from its sidebar context menu - Account and tag colors are now retained through QXF export and import (also in 9.2.0) - Match Transaction is now always available from the transaction register context menu, with guidance when the selection cannot be matched - Client imports from QuickBooks Desktop and QuickBooks Online now offer options to merge or overwrite duplicate clients (also in 9.2.0) - Draft invoices can now be emailed without changing their Draft status - Emailed invoices now display a Sent status in business views (also in 9.2.0) - Sales Tax account transaction lists can now be filtered by agency (also in 9.2.0) - Zillow-connected accounts now direct you to the Zillow-specific reconnection flow when a connection needs attention (also in 9.2.0) #### 9.2.0 (2026-08-13) - Set an account's Display Color from its sidebar context menu - Match Transaction is now always available from the transaction register context menu with guidance when the selection cannot be matched - Email a draft invoice without changing its Draft status #### 9.1.1 (2026-07-14) - ETF securities now support an account-level cost basis setting in Account Settings, and ETF sell transactions use that setting when suggesting lots - Add the ability to include or exclude cash in investment reports - Portfolio Value & Cost Basis report now displays dashes for periods where no data is available, instead of leaving cells blank - Security Detail and Watchlist now show dollar and percentage change for the selected graph period - 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 - Account Balance Chart controls are clearer with credit-limit line options appearing only when applicable and Show reminders menu hidden when the selected date range already determines the end date - In Bills & Income, choosing Add Biller Website from the Actions menu for a scheduled bill reminder now opens Biller Details with the website field focused - Check Pay can now be enabled for supported investing accounts - Customize the columns shown in the Invoices list using the toolbar column picker - Mileage expenses added to invoices now get a default description based on the trip date and purpose - Scan for Bills & Income is better at detecting recurring bills and income, including non-monthly patterns, and now produces cleaner results ### Fixed #### 9.2.1 (2026-08-31) - Extending a budget multiple years now preserves the expected monthly targets (also in 9.2.0) - Business Sales Tax Liability report now shows 0% sales-tax rates under their assigned agencies (also in 9.2.0) - On macOS, words entered in Renaming Rules are no longer split into individual characters - Budget category names in the 12-Month view are no longer unnecessarily truncated - Corrected an issue that could cause eBills to incorrectly show $0.00 due - Fixed a crash that could occur when updating security prices from Security Detail - Addressed an issue that could cause security price updates to fail when a cryptocurrency or commodity security had an incorrect Security Type #### 9.1.1 (2026-07-14) - Collapsed investment report graphs no longer reopen unexpectedly when resizing the report window - QXF export/import now preserves ETF, Commodity, and Cryptocurrency security types, including Commodity and Cryptocurrency asset classes - QXF export/import now preserves investment holding quantities with greater precision, including cryptocurrency holdings with more than 6 decimal places - 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 - Corrected an issue that could cause invoice line item amounts to calculate incorrectly after changing the quantity in some cases - Transaction highlighting now displays correctly when matching transactions by drag and drop in account registers using a custom color ### Removed #### 9.2.1 (2026-08-31) - Home > Overview tab has been removed #### 9.2.0 (2026-08-13) - Home > Overview tab has been removed; its remaining functionality is now available from Dashboard cards ## Release notes ### 9.2.1 — Version 902.61841.100 - Date: 2026-08-31 - Version: 9.2.1 - Original notes: https://download.quicken.com/mac/Quicken/001/Release/031A96D9-EFE6-4520-8B6A-7F465DDAA3E4/Quicken-902.61841.100/release-notes.html - Permalink: https://whatsnew.fyi/product/quicken/releases/9.2.1 - Labels: Platforms: macOS - **added** — Download tab in Account Settings now lets you correct inaccurate cash balances and holdings by changing eligible money market funds from Treat as Cash to Track as a Position - **added** — Investment Performance report helps you evaluate portfolio performance over time, with flexible subtotaling and a graph of overall performance - **added** — Tax Loss Harvesting report identifies investment lots with unrealized losses that may present tax-loss harvesting opportunities - **changed** — Update button in Security Detail now refreshes quotes for the security currently being viewed - **added** — Budget widget is now available on the Dashboard, showing current-month spending against budget targets - **added** — 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 - **changed** — Account Display Color can now be set from its sidebar context menu - **changed** — Account and tag colors are now retained through QXF export and import - **changed** — Match Transaction is now always available from the transaction register context menu, with guidance when the selection cannot be matched - **changed** — Client imports from QuickBooks Desktop and QuickBooks Online now offer options to merge or overwrite duplicate clients - **changed** — Draft invoices can now be emailed without changing their Draft status - **changed** — Emailed invoices now display a Sent status in business views - **added** — Mileage deductions are now calculated for Schedule C, Schedule E, and Schedule F tax reports and included in TXF exports - **fixed** — Business Sales Tax Liability report now shows 0% sales-tax rates under their assigned agencies - **changed** — Sales Tax account transaction lists can now be filtered by agency - **changed** — Zillow-connected accounts now direct you to the Zillow-specific reconnection flow when a connection needs attention - **removed** — Home > Overview tab has been removed - **fixed** — On macOS, words entered in Renaming Rules are no longer split into individual characters - **fixed** — Budget category names in the 12-Month view are no longer unnecessarily truncated - **fixed** — Corrected an issue that could cause eBills to incorrectly show $0.00 due - **fixed** — Fixed a crash that could occur when updating security prices from Security Detail - **fixed** — Addressed an issue that could cause security price updates to fail when a cryptocurrency or commodity security had an incorrect Security Type Quicken Release Notes Version 9.2 Investments - NEW For supported financial institutions, the Download tab in Account Settings now lets you correct inaccurate cash balances and holdings by changing eligible money market funds from Treat as Cash to Track as a Position - 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 9.2.1 Fixes - FIXED On macOS 27, words entered in Renaming Rules are no longer split into individual characters - FIXED Budget category names in the 12-Month view are no longer unnecessarily truncated - FIXED Corrected an issue introduced in 9.2.0 that could cause eBills to incorrectly show $0.00 due - FIXED Fixed a crash that could occur when updating security prices from Security Detail - FIXED Addressed an issue that could cause security price updates to fail when a cryptocurrency or commodity security had an incorrect Security Type 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 prec _[Truncated at 4000 characters — full notes: https://download.quicken.com/mac/Quicken/001/Release/031A96D9-EFE6-4520-8B6A-7F465DDAA3E4/Quicken-902.61841.100/release-notes.html]_ ### 9.2.0 — Version 902.61767.100 - Date: 2026-08-13 - Version: 9.2.0 - Original notes: https://download.quicken.com/mac/Quicken/001/Release/031A96D9-EFE6-4520-8B6A-7F465DDAA3E4/Quicken-902.61767.100/release-notes.html - Permalink: https://whatsnew.fyi/product/quicken/releases/9.2.0 - Labels: Platforms: macOS - **added** — In Account Settings, choose whether an eligible money market fund in an investment account is treated as cash or displayed as a security - **added** — Investment Performance report helps evaluate portfolio performance over time with flexible subtotaling and a graph of overall performance - **added** — Tax Loss Harvesting report identifies investment lots with unrealized losses that may present tax-loss harvesting opportunities - **changed** — Update button in Security Detail now refreshes quotes for the security currently being viewed - **added** — Budget widget is now available on the Dashboard showing current-month spending against budget targets - **added** — 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 - **changed** — Set an account's Display Color from its sidebar context menu - **changed** — Account and tag colors are now retained through QXF export and import - **changed** — Match Transaction is now always available from the transaction register context menu with guidance when the selection cannot be matched - **changed** — Client imports from QuickBooks Desktop and QuickBooks Online now offer options to merge or overwrite duplicate clients - **changed** — Email a draft invoice without changing its Draft status - **changed** — Emailed invoices now display a Sent status in business views - **added** — Mileage deductions are now calculated for Schedule C, Schedule E, and Schedule F tax reports and included in TXF exports - **fixed** — Business Sales Tax Liability report now shows 0% sales-tax rates under their assigned agencies - **changed** — Sales Tax account transaction lists can now be filtered by agency - **changed** — Zillow-connected accounts now direct you to the Zillow-specific reconnection flow when a connection needs attention - **removed** — Home > Overview tab has been removed; its remaining functionality is now available from Dashboard cards 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 ran _[Truncated at 4000 characters — full notes: https://download.quicken.com/mac/Quicken/001/Release/031A96D9-EFE6-4520-8B6A-7F465DDAA3E4/Quicken-902.61767.100/release-notes.html]_ ### 9.1.1 — Version 901.61363.100 - Date: 2026-07-14 - Version: 9.1.1 - Original notes: https://download.quicken.com/mac/Quicken/001/Release/031A96D9-EFE6-4520-8B6A-7F465DDAA3E4/Quicken-901.61363.100/release-notes.html - Permalink: https://whatsnew.fyi/product/quicken/releases/9.1.1 - Labels: Platforms: macOS - **added** — Add ETF as a distinct security type in Quicken so ETFs no longer have to be treated as Stock securities - **changed** — ETF securities now support an account-level cost basis setting in Account Settings, and ETF sell transactions use that setting when suggesting lots - **changed** — Add the ability to include or exclude cash in investment reports - **changed** — Portfolio Value & Cost Basis report now displays dashes for periods where no data is available, instead of leaving cells blank - **changed** — Security Detail and Watchlist now show dollar and percentage change for the selected graph period - **changed** — 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 - **added** — Assign a Display Color to an account from Account Settings > Details for use in register tabs, row coloring, and selected rows - **changed** — Account Balance Chart controls are clearer with credit-limit line options appearing only when applicable and Show reminders menu hidden when the selected date range already determines the end date - **added** — 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 - **added** — Scan for Bills & Income helps you find recurring bills and income in your transaction history and turn them into scheduled transactions - **changed** — In Bills & Income, choosing Add Biller Website from the Actions menu for a scheduled bill reminder now opens Biller Details with the website field focused - **changed** — Check Pay can now be enabled for supported investing accounts - **changed** — Customize the columns shown in the Invoices list using the toolbar column picker - **changed** — Mileage expenses added to invoices now get a default description based on the trip date and purpose - **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 - **added** — 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 - **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 - **changed** — Scan for Bills & Income is better at detecting recurring bills and income, including non-monthly patterns, and now produces cleaner results 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 hig _[Truncated at 4000 characters — full notes: https://download.quicken.com/mac/Quicken/001/Release/031A96D9-EFE6-4520-8B6A-7F465DDAA3E4/Quicken-901.61363.100/release-notes.html]_