# Quicken Classic changelog > Personal finance and budgeting software; this is the Mac desktop line. - Vendor: Quicken - Category: Productivity - Platforms: macOS - Official site: https://www.quicken.com - Tracked by: What's New (https://whatsnew.fyi/product/quicken) - Harvested from: Update feed - Entries below: 7 (newest first) 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'. ## Releases ### 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]_ ### 8.5.2 — Version 805.60133.100 - Date: 2026-04-08 - Version: 8.5.2 - Original notes: https://download.quicken.com/mac/Quicken/001/Release/031A96D9-EFE6-4520-8B6A-7F465DDAA3E4/Quicken-805.60133.100/release-notes.html - Permalink: https://whatsnew.fyi/product/quicken/releases/8.5.2 - Labels: Platforms: macOS - **added** — Add Portfolio Value and Portfolio Value & Cost Basis reports - **changed** — Add Compound Annual Growth Rate (CAGR) to the portfolio chart inspector, showing CAGR alongside linear growth with the CAGR curve graphed within the selected range - **changed** — Alert users when manually entered or edited investment transactions affect placeholder transactions - **added** — Open Security Detail from the Securities list - **fixed** — Improve performance calculations (IRR/ROI) for short positions so gains and losses are reflected correctly - **added** — Use a custom date in Bills & Income > Projected Balances - **changed** — Scheduled Transactions now support variable amount options (Fixed Amount, Average of Previous Payments, One Year Prior) - **changed** — Bills tab eBill column now shows additional amounts, such as Minimum Due and Balance - **added** — Add Edit and Mark as Paid option to the Scheduled Transaction status icon in registers - **changed** — Add a Pay Online action to the in-register scheduled transaction editor - **changed** — Update the visual appearance of the register transaction mini-toolbar displayed when editing a scheduled transaction - **changed** — Update 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 - **changed** — View item prices and descriptions directly in the Products & Services menu when creating an invoice - **added** — Include mileage tracking data in QXF exports for transferring data between Quicken Mac files - **added** — Add a sample CSV to the Import Security Prices from a CSV File window as a reference template - **fixed** — Resolve an issue that could cause an account sync error to appear on every sync - **added** — Add a Quicken LifeHub toolbar icon for quick access, including the option to View LifeHub and Send File Summary (subscription required) - **fixed** — Fix the reporting of invoice income in Schedule E and Schedule F tax reports - **fixed** — Fix an issue where macOS would sometimes append ".00" to amount fields when switching to another app while editing the field 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 Sch _[Truncated at 4000 characters — full notes: https://download.quicken.com/mac/Quicken/001/Release/031A96D9-EFE6-4520-8B6A-7F465DDAA3E4/Quicken-805.60133.100/release-notes.html]_ ### 7.10.1 — Version 710.55389.100 - Date: 2024-11-04 - Version: 7.10.1 - Original notes: https://download.quicken.com/mac/Quicken/001/Release/031A96D9-EFE6-4520-8B6A-7F465DDAA3E4/Quicken-710.55389.100/release-notes.html - Permalink: https://whatsnew.fyi/product/quicken/releases/7.10.1 - Labels: Platforms: macOS - **added** — Automatically backup your financial data with Online Backup to keep it safe in case of hardware failure or other emergencies - **added** — Create a stock sales scenario with the new Capital Gain Estimator that provides an estimate of net proceeds and tax implications - **changed** — Enhanced the Security Detail feature - **added** — Use automatic Zillow updates to keep your property estimated market values current - **added** — Export your Loan Payment Schedule to a .csv file - **changed** — Made Capital Gains Estimator improvements - **fixed** — Addressed issues with Zillow property value updates - **added** — Add and view attachments on accounts - **added** — Choose a default action for a scheduled transaction in Bills & Income - **changed** — Added the Memo column to Bills & Income > Income tab - **added** — Added Security Detail view that displays information about a security including graph, price history, purchase history, and more - **changed** — Register printouts now include starting and ending balance - **fixed** — Fixed a bug that could 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 completion or continue spinning after an update completed - **added** — Added a Watchlist to monitor specific securities for potential trading or investing opportunities - **added** — Create folders to organize your custom reports more efficiently - **added** — Create a Loan to Others to track received payments and income interest for a loan you have made to another person or a business 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 Bal _[Truncated at 4000 characters — full notes: https://download.quicken.com/mac/Quicken/001/Release/031A96D9-EFE6-4520-8B6A-7F465DDAA3E4/Quicken-710.55389.100/release-notes.html]_ ### 7.4.2 — Version 704.51578.100 - Date: 2023-12-07 - Version: 7.4.2 - Original notes: https://download.quicken.com/mac/Quicken/001/Release/031A96D9-EFE6-4520-8B6A-7F465DDAA3E4/Quicken-704.51578.100/release-notes.html - Permalink: https://whatsnew.fyi/product/quicken/releases/7.4.2 - Labels: Platforms: macOS - **added** — Release Quicken Mac Business & Personal product to manage business and personal finances in one place with support for multiple businesses - **added** — Add Business Dashboard to monitor the health of your business - **added** — Add new business reports including Income Statement, Cashflow, and Profitability - **added** — Add mileage tracking for tax deductions - **added** — Add Estimated Quarterly Tax Payments calendar - **changed** — Improve support for exporting business-related tax data to tax-filing software - **added** — Add EasyAnswer Transaction Report option to see total spending by Payee - **changed** — Improve category filtering in Tax Reports - **changed** — Spending by Category Card now shows more categories on Dashboard - **changed** — Allow subcategories with different parents to be merged together - **changed** — Redesign Categories window and improve tax relationship management - **changed** — Restore eBills availability for Capital One customers - **changed** — Improve auto-categorization of downloaded transactions - **fixed** — Fix crash that could occur when opening a file - **fixed** — Fix crash that could occur when deleting an account - **fixed** — Fix bug fixes in version 7.4.2 - **deprecated** — Version 7.4 is the last release with support for macOS 10.15 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 tra _[Truncated at 4000 characters — full notes: https://download.quicken.com/mac/Quicken/001/Release/031A96D9-EFE6-4520-8B6A-7F465DDAA3E4/Quicken-704.51578.100/release-notes.html]_ ### 6.12.7 — Version 612.48000.100 - Date: 2023-05-17 - Version: 6.12.7 - Original notes: https://download.quicken.com/mac/Quicken/001/Release/031A96D9-EFE6-4520-8B6A-7F465DDAA3E4/Quicken-612.48000.100/release-notes.html - Permalink: https://whatsnew.fyi/product/quicken/releases/6.12.7 - Labels: Platforms: macOS - **added** — Option to display password in plain text when entering financial institution credentials for a new account - **changed** — Edit Opening Balance transactions in the account register - **changed** — Changing connection method for an account from account settings - **added** — Create, View, and Print Reconciliation Reports - **added** — New Income & Expense card in the Home Dashboard - **changed** — Added Learning Center content for reports - **changed** — Schedule D tax report now includes manually categorized investment transactions - **changed** — Top Spending Payees card on the Dashboard now excludes transfers, manually entered Opening Balance transactions, Reconcile adjustments, and other balance adjustments in Split Lines - **changed** — Updating eBills for Chase credit cards - **changed** — See scheduled transaction frequency in Bills & Income > Bills - **changed** — More easily see scheduling options when creating or editing a scheduled transaction - **changed** — Significantly faster performance when downloading investment OFX data - **changed** — Ability to select and copy text of error details in Connectivity Status Window - **changed** — Connection error message readability - **fixed** — Fixed a crash that could occur when opening the Reconciliation History window - **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 - **changed** — Improved eBill support for Citi Card customers - **fixed** — Margin Interest Expense category activity is now included in tax reports - **fixed** — Fixed an issue that could cause scheduled transactions to become uncategorized when using Edit and Mark as Paid in Bills & Income 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 D _[Truncated at 4000 characters — full notes: https://download.quicken.com/mac/Quicken/001/Release/031A96D9-EFE6-4520-8B6A-7F465DDAA3E4/Quicken-612.48000.100/release-notes.html]_ ### 5.18.2 — Version 518.35919.100 - Date: 2020-09-29 - Version: 5.18.2 - Original notes: https://download.quicken.com/mac/Quicken/001/Release/031A96D9-EFE6-4520-8B6A-7F465DDAA3E4/Quicken-518.35919.100/release-notes.html - Permalink: https://whatsnew.fyi/product/quicken/releases/5.18.2 - Labels: Platforms: macOS - **added** — Bills & Income has a new Activity tab where paid bills move to and can be managed, with a blue dot indicator for new items - **changed** — The Online Payment tab in the register has been renamed to Bill Pay and now includes Quick Pay and Check Pay support in addition to bank bill pay and intra-bank transfers - **added** — Bill Pay displays current eBill information when paying Quick Pay bills and includes a calendar to choose payment days - **added** — Ability to track transfers in budgets with new Transfer In and Transfer Out sections in categories - **added** — Reports can be expanded or collapsed all at once using a new Table Options button, with Columns option available for transaction reports - **added** — Report descriptions added to default reports and customizable for custom reports - **added** — Ability to completely hide account groups in the sidebar on Quicken for Mac via sidebar display options - **changed** — Version 5.18 is the last version of Quicken for Mac that will run on macOS El Capitan (10.11) and macOS Sierra (10.12) - **added** — New Reports tab with search, open, and interactive report capabilities - **changed** — Reports are now displayed in individual windows rather than as part of the main Quicken window - **added** — Quicken prompts to save reports when changes have been made - **added** — Four new Net Worth reports and a new Cash Flow Comparison report - **added** — Ability to schedule future-dated Quick Pay or Check Pay payments - **added** — Ability to assign a payment method to scheduled transactions - **added** — Bill Pay alerts including SMS text messages with phone number configuration in Mobile, Web & Alerts preferences - **added** — Scheduled transactions now sync to Quicken Cloud for review in mobile and web apps - **changed** — Today's Balance calculation now matches the running balance in the register and includes past-due scheduled transactions - **added** — Ability to exclude accounts from a budget for more tailored budget creation - **added** — Hidden accounts now appear in their own group on the sidebar for easier access and searching with All Transactions 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. T _[Truncated at 4000 characters — full notes: https://download.quicken.com/mac/Quicken/001/Release/031A96D9-EFE6-4520-8B6A-7F465DDAA3E4/Quicken-518.35919.100/release-notes.html]_