Quicken Classic 6.12.7

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.

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