Quicken Classic 5.18.2

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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