Quicken Classic 7.4.2

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 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

FIXED Fixed an issue that could cause duplicate investment accounts

FIXED Fixed an issue on macOS Sonoma that prevented the register columns pop menu from appearing Version 7.1 (May-June 2023) Charting

IMPROVED We have replaced older charts with modern, native versions that offer more options

Graph on What If tab of Loan account

Pie chart on Payments tab of Loan account

Projected Payoff graph on Progress tab of Loan account Investments

IMPROVED Added a “tip” to the Holdings investment dashboard card to show

Change in price since previous day’s closing price as a $ amount

Change in price since previous day’s closing price as a percentage Bills & Income

IMPROVED The link in the Schedule column now takes you to the Transaction Details sheet instead of the register

NEW Amount due this month is now shown in addition to the total amount for insurance premium eBills Connection Status window

IMPROVED Updated UI to make it easier to view accounts in the Successful Connections section Reports

IMPROVED Expand and collapse view options that were supported in legacy reports have been added to new reports (e.g. View > Summary of All Items and Top-level Items Only) Other changes

NEW Link to the Learning Center is available via the Help menu

NEW CAD currency is used when creating accounts of Canadian-only types

IMPROVED Can now sort Tags list by Color, Description, or Status 7.1.1 Fixes

FIXED Bug fixes 7.1.2 Fixes

FIXED Bug fixes Version 7.0 (April-May 2023) Dashboard

NEW Net Worth card in the Home Dashboard

IMPROVED Recently Categorized Transactions are now shown on the Uncategorized Transactions card

IMPROVED Generate a report for the specified time period by clicking the legend on the Income & Expense card

FIXED Income & Expense card now excludes all transfers Investments

IMPROVED Canadian holidays are used when showing data from the last market trading day

NEW Added a “cheat-sheet” on how to use new Portfolio graph features Bills & Income

NEW Support for “Daily” frequency for scheduled transactions

NEW You can now show Category and Tags columns in Bills & Income

FIXED Improved consistency in using the Preferences > Connected Services > Use Posted Date for Posted Transactions Connection Status window

IMPROVED OFX Bill Pay errors are now shown in Connection Status window Learning Center

IMPROVED Added more details to the Bills section

IMPROVED Added new content on using Tags for transactions More changes and bug fixes

IMPROVED Redesigned Offline Account flow

IMPROVED Improved display of payees with descriptions

IMPROVED Passwords for connected accounts can now be retrieved from Keychain, if available

IMPROVED Register settings are now consistently applied to all tabs (Spending, Income, and Transactions tabs)

IMPROVED You can now edit account names when adding new connected accounts

IMPROVED Search results now update after adding/removing register columns

IMPROVED Improved customization options for reporting on transfer transactions

FIXED Improved principal and interest calculations for loans with payment frequencies of less than one month System requirements

UPDATED Quicken v7.0 requires macOS 10.15 (Catalina) or higher 7.0.1 Fixes

IMPROVED Improvements and bug fixes in the Net Worth card in the Home Dashboard

FIXED Improved saving and restoring transaction selection and scroll position when switching between registers, or register tabs

FIXED Clicking a category name above the pie chart in a register’s Spending or Income tab now updates the register and pie chart as expected 7.0.2 Fixes

FIXED Fixed a bug that could prevent the portfolio view from saving and restoring view settings

FIXED Fixed an issue that could cause funding accounts to be disabled for bill pay customers 7.0.3 Fixes

FIXED Fixed a bug that could prevent the portfolio view from restoring the collapsed state of accounts 7.0.4 Fixes

FIXED Fixed an issue that could cause scheduled transactions to become uncategorized when using Edit and Mark as Paid in Bills & Income Version 6.12 (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

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