Quicken Classic 9.2.0

Quicken Release Notes Version 9.2 Investments

NEW In Account Settings, you can choose whether an eligible money market fund in an investment account is treated as cash or displayed as a security. For example, this can be useful for eligible funds at Fidelity, Schwab, Northern Trust, and other financial institutions

NEW The Investment Performance report helps you evaluate portfolio performance over time, with flexible subtotaling and a graph of overall performance

NEW The Tax Loss Harvesting report identifies investment lots with unrealized losses that may present tax-loss harvesting opportunities

IMPROVED The Update button in Security Detail now refreshes quotes for the security currently being viewed Budgets

NEW A Budget widget is now available on the Dashboard, showing current-month spending against budget targets

NEW Budget categories can now roll unused amounts, overspending, or both into future months

FIXED Extending a budget multiple years now preserves the expected monthly targets Dashboard & Registers

IMPROVED You can now set an account's Display Color from its sidebar context menu

IMPROVED Account and tag colors are now retained through QXF export and import

IMPROVED Match Transaction is now always available from the transaction register context menu, with guidance when the selection cannot be matched Business & Invoicing

IMPROVED Client imports from QuickBooks Desktop and QuickBooks Online now offer options to merge or overwrite duplicate clients

IMPROVED You can now email a draft invoice without changing its Draft status

IMPROVED Emailed invoices now display a Sent status in business views

NEW Mileage deductions are now calculated for Schedule C, Schedule E, and Schedule F tax reports and included in TXF exports

FIXED The Business Sales Tax Liability report now shows 0% sales-tax rates under their assigned agencies

IMPROVED Sales Tax account transaction lists can now be filtered by agency Connectivity & Imports

IMPROVED Zillow-connected accounts now direct you to the Zillow-specific reconnection flow when a connection needs attention Other

ANNOUNCEMENT The Home > Overview tab has been removed. Its remaining functionality is now available from Dashboard cards, including the new Budget card Version 9.1 Investments

NEW Added ETF as a distinct security type in Quicken, so ETFs no longer have to be treated as Stock securities

IMPROVED ETF securities now support an account-level cost basis setting in Account Settings, and ETF sell transactions use that setting when suggesting lots

IMPROVED Added the ability to include or exclude cash in investment reports

IMPROVED Portfolio Value & Cost Basis report now displays dashes for periods where no data is available, instead of leaving cells blank

IMPROVED Security Detail and Watchlist now show dollar and percentage change for the selected graph period

IMPROVED You can now open Security Detail from Capital Gains Estimator and from securities in the Asset Allocation and Allocation by Security dashboard cards, and open Edit Security from Capital Gains Estimator

FIXED Collapsed investment report graphs no longer reopen unexpectedly when resizing the report window

FIXED QXF export/import now preserves ETF, Commodity, and Cryptocurrency security types, including Commodity and Cryptocurrency asset classes

FIXED QXF export/import now preserves investment holding quantities with greater precision, including cryptocurrency holdings with more than 6 decimal places Account Registers

NEW You can now assign a Display Color to an account from Account Settings > Details. Single-account registers use that color for register tabs, row coloring, and selected rows to make the active account easier to identify

IMPROVED Account Balance Chart controls are clearer: credit-limit line options appear only when applicable, and the Show reminders for... menu is hidden when the selected date range already determines the end date Bills & Payments

NEW Scheduled transactions connected to eBills can now automatically update the next instance date to match the eBill due date, independently from existing eBill amount update settings

NEW Scan for Bills & Income helps you find recurring bills and income in your transaction history and turn them into scheduled transactions. This gives you reminders for upcoming bills and income, and helps projected balances better reflect upcoming activity. It is available from the Bills & Income window and the Bills & Income dashboard empty state

IMPROVED In Bills & Income, choosing Add Biller Website from the Actions/ellipsis menu for a scheduled bill reminder now opens Biller Details with the website field focused

IMPROVED Check Pay can now be enabled for supported investing accounts Business & Invoicing

IMPROVED You can now customize the columns shown in the Invoices list using the toolbar column picker

IMPROVED Mileage expenses added to invoices now get a default description based on the trip date and purpose

IMPROVED Client Details > Overview now includes a Business filter so you can view client details by business

IMPROVED Closed businesses now appear in more business-related menus, including Business Dashboard, Invoices List, and Mileage List

IMPROVED Invoice side panel wording is clearer, including the Billable Items tab name and updated tooltip text for the billable items/activity panel toggle Connectivity & Imports

FIXED Downloaded transactions are now categorized as expected when Automatically improve the quality of downloaded payee names and categories is enabled, even when Sync is disabled Renaming & QuickFill Rules

NEW When renaming a downloaded transaction payee and choosing Also rename existing & future transactions, Quicken now opens the renaming rule flow so you can create or update a rule and choose whether to apply it to existing transactions macOS Tahoe

IMPROVED Updated window and button layouts for macOS Tahoe while maintaining compatibility with earlier versions of macOS 9.1.1 Fixes

FIXED Corrected an issue that could cause invoice line item amounts to calculate incorrectly after changing the quantity in some cases

FIXED Transaction highlighting now displays correctly when matching transactions by drag and drop in account registers using a custom color

IMPROVED Scan for Bills & Income is better at detecting recurring bills and income, including non-monthly patterns, and now produces cleaner results Version 9.0 Investments

NEW Portfolio Value and Portfolio Value & Cost Basis reports now include graphs

NEW Commodity and Cryptocurrency securities are now supported, including price downloads

IMPROVED Expanded Asset Class options for securities: Mid-Cap Stocks, Real Estate/REIT, Commodity, and Cryptocurrency

NEW Portfolio Value and Portfolio Value & Cost Basis reports now include date filters for faster time-range analysis

IMPROVED Portfolio Value now includes Cost Basis and Gain/Loss columns, with support for column sorting

IMPROVED Key columns now remain visible while scrolling horizontally in investing views, including Security in Portfolio Value & Cost Basis and Name/Lot in Capital Gains Estimator Dashboard & Registers

IMPROVED You can now adjust the text size in the sidebar, similar to the register

IMPROVED Added keyboard navigation: use left/right arrows to switch focus between register and sidebar, and up/down arrows to move between accounts and sidebar items

IMPROVED The chart in the Income and Spending tabs is now faster and more visually polished

IMPROVED Added a Quick Report option to the right-click menu in Payees, Tags, and Categories, and to the Actions menu in Tags and Categories Bills & Payments

IMPROVED When choosing Edit and Mark as Paid for a Quick Pay or Check Pay bill reminder in the register, you are now prompted for the next step

IMPROVED You can now change the final transaction date for scheduled series using End: After [X payments] or End: On date, including one-time schedules

NEW Business, Client, and Billable fields are now supported in Bill Pay flows including Quick Pay, Check Pay, and Bank Bill Pay

FIXED You can now change the account for an eBill-connected Bill Reminder Business & Invoicing

NEW You can now specify which Stripe payment methods are accepted per invoice (ACH, Credit Card, or both)

NEW Added a Send Invoice button to the toolbar in Client Details > Invoices

IMPROVED In the Client Invoices register, you can now right-click a payment to view all invoices it was applied to, including payments applied to multiple invoices Connectivity & Imports

FIXED Downloaded payee names now respect the Automatically improve the quality of downloaded payee names and categories setting

FIXED The External Transfers account balance is now correct when importing selected accounts from Quicken Windows

FIXED Improved reliability of QuickFill rules that contain transfers, reducing issues that could result in broken transfers

FIXED QuickFill rules are no longer deleted unexpectedly after syncing macOS System Requirements

ANNOUNCEMENT Quicken 9.0 requires macOS 13 or later 9.0.1 Fixes

FIXED Resolved an issue introduced in 9.0.0 that could cause an error when sending an invoice 9.0.2 Fixes

FIXED Register display in dark mode on macOS 13 now renders correctly

FIXED Quicken no longer hangs when saving a scheduled transaction series

FIXED Resolved an issue introduced in 9.0.0 where the amount-field calculator could produce incorrect results when multiplying by values with three or more decimal places, such as $100 * 0.015 = $1.50

FIXED Dashboard cards now display correctly after using Restore to default 9.0.3 Fixes

FIXED Resolved an issue where using Edit and Mark as Paid in Bills & Income could record the payment without advancing the due date in some cases 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

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