# Quicken Classic 9.2.0 — Version 902.61767.100 - Product: Quicken Classic (https://whatsnew.fyi/product/quicken) - Vendor: Quicken - Date: 2026-08-13 - Version: 9.2.0 - Original notes: https://download.quicken.com/mac/Quicken/001/Release/031A96D9-EFE6-4520-8B6A-7F465DDAA3E4/Quicken-902.61767.100/release-notes.html - Permalink: https://whatsnew.fyi/product/quicken/releases/9.2.0 - 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** — In Account Settings, choose whether an eligible money market fund in an investment account is treated as cash or displayed as a security - **added** — Investment Performance report helps evaluate portfolio performance over time with flexible subtotaling and a graph of overall performance - **added** — Tax Loss Harvesting report identifies investment lots with unrealized losses that may present tax-loss harvesting opportunities - **changed** — Update button in Security Detail now refreshes quotes for the security currently being viewed - **added** — Budget widget is now available on the Dashboard showing current-month spending against budget targets - **added** — 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 - **changed** — Set an account's Display Color from its sidebar context menu - **changed** — Account and tag colors are now retained through QXF export and import - **changed** — Match Transaction is now always available from the transaction register context menu with guidance when the selection cannot be matched - **changed** — Client imports from QuickBooks Desktop and QuickBooks Online now offer options to merge or overwrite duplicate clients - **changed** — Email a draft invoice without changing its Draft status - **changed** — Emailed invoices now display a Sent status in business views - **added** — Mileage deductions are now calculated for Schedule C, Schedule E, and Schedule F tax reports and included in TXF exports - **fixed** — Business Sales Tax Liability report now shows 0% sales-tax rates under their assigned agencies - **changed** — Sales Tax account transaction lists can now be filtered by agency - **changed** — Zillow-connected accounts now direct you to the Zillow-specific reconnection flow when a connection needs attention - **removed** — Home > Overview tab has been removed; its remaining functionality is now available from Dashboard cards 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 ran _[Truncated at 4000 characters — full notes: https://download.quicken.com/mac/Quicken/001/Release/031A96D9-EFE6-4520-8B6A-7F465DDAA3E4/Quicken-902.61767.100/release-notes.html]_