Quicken Classic 7.10.1

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

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

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

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

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

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

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

IMPROVED We have made Capital Gains Estimator improvements and fixed bugs

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

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

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

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

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

IMPROVED Register printouts now include starting and ending balance

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

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

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

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

FIXED Fixed a layout bug in printed reports

FIXED Bug fixes and improvements in Security Detail and Account Attachments

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

NEW You can now export mileage tracking records to .CSV

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

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

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

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

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

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

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

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

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

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

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

IMPROVED The Tax Schedule report has been updated

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

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

IMPROVED Improved graph on the Income & Expense card

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

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

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

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

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

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

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

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

FIXED Added TXF export option to Schedule D reports

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

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

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

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

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

NEW Easily track your mileage for tax deductions

NEW Stay organized with Estimated Quarterly Tax Payments calendar

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

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

IMPROVED Improved category filtering in Tax Reports Dashboard

IMPROVED Spending by Category Card now shows more categories Other

IMPROVED Subcategories with different parents can now be merged together

IMPROVED Redesigned Categories window and improved tax relationship management

IMPROVED eBills are once again available for Capital One customers

IMPROVED Improved auto-categorization of downloaded transactions Future macOS requirements

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

FIXED Fixed a crash that could occur when opening a file

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

FIXED Bug fixes 7.2.2 Fixes

FIXED Bug fixes 7.2.3 Fixes

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