Quicken Classic 8.5.2

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 Scheduled transactions now support Business name, Client, and Billable status so business details stay intact

IMPROVED Biller search has been refined when adding a Quick Pay payee, making it easier to find the company you need

FIXED Fixed a bug that could cause $0.00 scheduled transfer reminders to appear twice in the Bills & Income tabs

IMPROVED Default category is selected for a new Fiserv eBill

IMPROVED Implemented typeahead/lookahead for the Biller Name field

IMPROVED Ability to add a new Quick Pay payee when choosing Bill Pay > Pay with Quick Pay…

IMPROVED Amount field value gets cleared when switching payees in the "Make a Quick Pay Payment" window

IMPROVED Fiserv: Updated status and message for bills in DISCONNECT_PENDING state Business & Invoicing

NEW You can send invoices and receive payments using Stripe to make getting paid simpler

IMPROVED Invoices now show standard $ amounts without implying U.S. currency, improving the experience for Canadian businesses

FIXED Fixed a regression in 8.4 that could hide the warning when an edit would unlink a Billable transaction from an invoice, such as when changing the business or client

IMPROVED You can now edit invoices and clients using new keyboard shortcuts for faster workflows

NEW Added messaging when Accounts Receivable or Sales Tax accounts need to be auto-created so you know exactly what Quicken is setting up for invoicing

NEW Invoice Terms are now available, letting you define and reuse payment expectations per client or invoice

IMPROVED Billable expenses that have not yet been billed now show Not Billed inside Client Details > Transactions, helping you see what still needs attention

NEW You can now export and import invoice data between Quicken Mac and Quicken Windows to keep business records aligned across platforms

NEW Predefined Payment Terms are available for invoices

NEW Added a way to assign Business, Client, Billable to Scheduled Transactions

IMPROVED Ability to edit Invoices and Clients using keyboard shortcuts

IMPROVED Allowing to delete non-split transactions in the Client Details > Transactions tab

IMPROVED Billable transactions that haven't been billed are shown as "Not Billed" in the Client Details > Transactions window

IMPROVED "Create Credit from Invoice" option is now available in the ellipsis Action menu on the Invoice list for Invoices with a status of Credited

IMPROVED Updated Receive Payment UI to use “picker” for Business, Customer, Deposit Account fields

IMPROVED Added a message informing that new accounts will be auto-created if they are required for invoicing activity (Client Invoices, Sales Tax)

IMPROVED Non-USD accounts are not included when creating the "Enter Tax Payment" and "Issue Refund" transactions Investments

NEW You can now hide securities you no longer track to prevent them from cluttering lists

NEW A new “Currently Held” filter in the Securities list to quickly see only the securities you currently hold

FIXED Resolved an issue that prevented transaction matching as well as Renaming & QuickFill rules from applying in Quicken Connect investment accounts Connectivity, Imports & Reports

FIXED Addressed several issues that could break linked transfers after downloading transactions so both sides stay in sync

IMPROVED Improved usability and user guidance during CSV transaction import

IMPROVED Calendar data storage has been streamlined to reduce overall Quicken data file size Home Dashboard

NEW Added an ability to duplicate and delete cards

NEW Automatically remove customization and Restore cards to their default state

IMPROVED Provided a Clear All option to the Categories menu in the Spending By Category card

IMPROVED Group detail report by category when drilling down on Spending by Category > Other

FIXED Spending by Category card is incorrect if there are categorized transfer transactions Other

IMPROVED Ability to hide securities on the Securities list

IMPROVED [VOC] Added a "Currently Held" filter to Securities list

NEW Added the ability to export/import Invoice data between Quicken Mac and Quicken Windows Bug Fixes and other improvements

FIXED Register values are not always highlighted, or fully highlighted, when selected

FIXED Fixed several bugs that could result in broken transfers when downloading transactions

FIXED Fixed a bug that prevented transaction matching, as well as application of Renaming & QuickFill rules, in Quicken Connect investment accounts

IMPROVED Improvements made in reports data storage to reduce Quicken data file size

IMPROVED Improvements made to transaction import from CSV Version 8.3 Investments

IMPROVED Detailed Tracking is now selected by default when adding accounts at financial institutions that support detailed tracking

NEW You can now bulk-import security prices (from a single CSV file with prices for multiple dates and multiple securities)

FIXED The Portfolio Graph now shows negative values even when set for “Y-Axis starts at zero”

IMPROVED You can now add the cost basis of holdings within the Capital Gains Estimator Accounts

NEW Easily organize your accounts within each account type group in the Sidebar to match your personal workflow

NEW A new graph for banking account registers that allows you to see the account balance over time and projected balances is now available in a new Balances tab (available in Premier and Business & Personal subscriptions)

NEW A new keyboard shortcut (⌘ + L) is available to access the Reconcile Account window

NEW You can now update a single account by right-clicking on the account in the sidebar

IMPROVED A Balance column is now included in All Transactions and account group registers, letting you view running account totals at a glance Business & Personal

NEW You can now create a new Client from the register

IMPROVED You can now import mileage records from CSV files

IMPROVED You can now easily customize the columns displayed in the Mileage tab

NEW You can now assign a client to a mileage record

NEW You can now make a mileage record billable

NEW You can now import and export the Client list from the File menu

NEW New Mileage tab in Client Details provides a quick way to review mileage records associated with each client Transactions, Registers, and Dashboard

FIXED Resolved an issue where bills for $0 were always entered as Income after using Edit & Mark as Paid to edit the amount

IMPROVED Added a setting at Quicken > Settings > Registers to control how the Tab key behaves in the Date field. When enabled, pressing Tab exits the Date field in one step; when disabled, Tab moves between the month, day, and year before exiting

NEW Quickly jump to the other side of a transfer transaction using the keyboard shortcut ⌘ + [ or the register’s contextual menu

NEW You can now customize the Top Spending Payees card by payee and the Spending by Category card by category for a more tailored dashboard view Invoicing

IMPROVED Products and Services and Sales Tax lists now allow Hide and Taxable options from the contextual menu when you right-click on a row

IMPROVED Invoice Activity timeline now shows credited/refund activity

IMPROVED You can now preview a newly added logo to see how it will appear before creating a new invoice

NEW You can now specify which business details you want shown on printed invoices

FIXED Long notes were sometimes truncated on printed invoices. This has been fixed.

IMPROVED You can now reorder product/service lines on invoices

NEW Added an Invoice Actions menu to invoice windows, making it easier to perform common tasks such as receiving payments or issuing a refund 8.3.1 Fixes

FIXED The Bills & Income > Projected Balances graph now remembers the “Y-axis starts at zero” setting

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