# Quicken Classic 8.5.2 — Version 805.60133.100 - Product: Quicken Classic (https://whatsnew.fyi/product/quicken) - Vendor: Quicken - Date: 2026-04-08 - Version: 8.5.2 - Original notes: https://download.quicken.com/mac/Quicken/001/Release/031A96D9-EFE6-4520-8B6A-7F465DDAA3E4/Quicken-805.60133.100/release-notes.html - Permalink: https://whatsnew.fyi/product/quicken/releases/8.5.2 - Labels: Platforms: macOS What's New is an index, not a publisher: every entry below links to the vendor's own release notes, which are the authoritative source. Entries are labelled where they are hand-curated sample data, pre-releases, or drawn from a secondary source such as a developer blog. Reuse: the summaries, labels and curation here are © What's New. Quote freely with attribution and a link back; wholesale republication of the corpus is not permitted — terms: https://whatsnew.fyi/terms. The vendors' own release notes remain their publishers'. --- - **added** — Add Portfolio Value and Portfolio Value & Cost Basis reports - **changed** — Add Compound Annual Growth Rate (CAGR) to the portfolio chart inspector, showing CAGR alongside linear growth with the CAGR curve graphed within the selected range - **changed** — Alert users when manually entered or edited investment transactions affect placeholder transactions - **added** — Open Security Detail from the Securities list - **fixed** — Improve performance calculations (IRR/ROI) for short positions so gains and losses are reflected correctly - **added** — Use a custom date in Bills & Income > Projected Balances - **changed** — Scheduled Transactions now support variable amount options (Fixed Amount, Average of Previous Payments, One Year Prior) - **changed** — Bills tab eBill column now shows additional amounts, such as Minimum Due and Balance - **added** — Add Edit and Mark as Paid option to the Scheduled Transaction status icon in registers - **changed** — Add a Pay Online action to the in-register scheduled transaction editor - **changed** — Update the visual appearance of the register transaction mini-toolbar displayed when editing a scheduled transaction - **changed** — Update 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 - **changed** — View item prices and descriptions directly in the Products & Services menu when creating an invoice - **added** — Include mileage tracking data in QXF exports for transferring data between Quicken Mac files - **added** — Add a sample CSV to the Import Security Prices from a CSV File window as a reference template - **fixed** — Resolve an issue that could cause an account sync error to appear on every sync - **added** — Add a Quicken LifeHub toolbar icon for quick access, including the option to View LifeHub and Send File Summary (subscription required) - **fixed** — Fix the reporting of invoice income in Schedule E and Schedule F tax reports - **fixed** — Fix an issue where macOS would sometimes append ".00" to amount fields when switching to another app while editing the field 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 Sch _[Truncated at 4000 characters — full notes: https://download.quicken.com/mac/Quicken/001/Release/031A96D9-EFE6-4520-8B6A-7F465DDAA3E4/Quicken-805.60133.100/release-notes.html]_