The releases provided here are the same ones included when completing a One Step Update. If you encounter an issue while trying to download and install the patch through One Step Update, you can obtain the patch through the corresponding link below. If you reinstall Quicken , make sure you've installed the latest patch release before opening your data file; otherwise, you'll be unable to use online services.
In the bottom left corner of your browser, click Open file when the download is complete. Follow the on-screen instructions to install the update. When finished, you can verify the release version of Quicken by selecting the Help menu in the software and choosing About Quicken. Release Notes Release R This is part of a long-term rollout that started in the last release.
We have updated the connection infrastructure to Charles Schwab. Customers with Charles Schwab should update now to continue downloading transactions. You will need this version to take advantage of this new connection. The old Charles Schwab connection will be discontinued, so you should upgrade immediately. What's Fixed An issue in which bills that were in the Awaiting next bill status were not shown on the Bills dashboard.. An issue in which some investment accounts that had been converted from Simple Investing to Complete Investing were converted back to Simple Investing due to a preference change.
This includes improvements to the process for adding investment accounts. What's fixed An issue in which Quicken crashed when deleting the last account in a synchronized data file. What's new Quicken is working with our data aggregator to improve the way we download information from your financial institutions. Fixed : Minor text and display issues including removing an unnecessary scrollbar from the One Step Update summary window, an issue with duplicate financial institutions appearing in the FI list, and changes to the Update Transactions button.
Quicken Bill Manager is a brand-new way to pay your bills. Quicken Bill Manager features two methods of paying bills.
The first is Quick Pay , a way to make payments from your checking account to your web-based billers for anything from subscription services, to insurance payments, to your credit card bill. True to its name, Quick Pay is fast, usually having your payment recorded with your biller within minutes. We have lined up over 11, billers so finding your biller is quick and easy. The second payment method is Check Pay , a service that works with your checking account to send payments by check to anyone with a valid address.
You can pay smaller companies, services, and even individuals, straight from Quicken. You designate the payee and the amount, Quicken creates and sends the check. You don't even have to pay for postage. Fixed : An issue in which scheduled bill reminders were being skipped. Fixed : An issue in which uploads of sanitized files were missing from customer feedback reports. Fixed : An issue in which users, when adding a new account, were seeing an online video and a QCard simultaneously.
New : A new Setup Panel now provides guided setup for new customers. This handy new sidebar will help those new to Quicken get introduced to some key features: add accounts, categorize transactions, create budgets, manage bills, tax reporting, and more.
Improved : Added a preference to automate lot assignment when accepting a downloaded sell transaction in an investment account during reconciliation. Improved : Added the ability to specify a currency when creating an invoice. Improved : Added the ability to see the percentage difference in budget reports for both current and past budgets. Improved : Updated the IRS mileage rates for business vehicle expenses. Improved : Several improvements to the Quicken Help Tour cards, including keyboard navigation.
Fixed : An issue in which split category amounts could not be found in global searches unless a comma separator was used. Fixed : An issue in which changing a budget amount did not automatically result in an update of the budget report. Fixed : An issue in which the Net Worth report was showing a zero balance in some cases involving employee stock options. Fixed : An issue in which Quicken was unable to import TurboTax files. Fixed : An issue with the Find and Replace feature.
Fixed : Several issues related to the investment register, including an issue in which the printed investment account register did not include all transactions. Fixed : Several issues related to unexpected crashes and errors. Fixed : Several user interface or text issues. Fixed : An issue in which users who had chosen to autorenew their subscription were being prompted to manually renew their subscription.
Improvement : Updated Tax Planner to reflect changes in tax rate. Improvement : Improved tracking when the Forgot Password link is used. Fixed : An issue in which yearly reminders for bills were incorrect after syncing to the cloud. Fixed : An issue that occurred when cloud services were unavailable due to heavy traffic.
We improved the error messaging and handling. New : Added the ability to validate online bills through a new menu. Validating online bills ensures that bills are properly set up and speeds up the process of Quicken updating your bills. New : Created a video walkthrough for adding an account. Improvement : Replaced outdated error-reporting tool. Fixed : An issue in which the Summary column in the Budget view was calculated improperly when subcategories were not included in the budget.
Fixed : An issue in which the total payment amount and minimum payment amount values switched after updating linked online bills. Fixed : An issue in which linked bill reminders were sometimes displaying as deposit reminders.
Fixed : An issue in which an "Invalid id 0 for parameter coa. Fixed : An issue in which bill reminders were not linking properly when users attempted to link a reminder again after unlinking the reminder. Fixed : An issue in which the Spending Trend window had a date range mismatch. Fixed : An issue in which some Quicken folders and files were not deleted after deselecting the Delete Quicken.
Fixed : An issue that resulted in an added account being listed as unknown. In this case, Bill Pay would not advance to the next reminder. Fixed : Several issues related to unexpected crashes.
Fixed : Several issues with One Step Update including an issue in which users were prompted to run One Step Update multiple times when attempting to exit Quicken. Fixed : An issue which was causing subscription expiration notices to appear when there was a problem connecting to the subscription service. Fixed : An issue in which expired services messaging displayed before the service end date and user functionality of the impacted services was limited.
Fixed : An issue in which tags attributed to split transactions were removed from the desktop version of the software when syncing with the cloud. New : Created Q cards tour to guide new and existing users through the use of Quicken's primary features. To take the tour, click View Tour on the right corner of the screen below your tabs.
New : Added the ability to sync bill reminders scheduled transactions with your web and mobile applications. This will help you get reminders through those interfaces. Because the web and mobile apps have their own release schedule, watch those apps for when they add the bill reminder feature.
Users can toggle between the two columns. Fixed : An issue in which One Step Update was causing a silent crash in some instances. Also addressed other issues with One Step Update. Fixed : An issue in which the Pay option was displaying when it was not the correct option.
Fixed : An issue in which junk characters pre-populated in the cloud name field during new file creation. Fixed : An issue in which users reaching the Paycheck line item limit were unable to make room for new line items by deleting old line items.
Fixed : An issue in which Portfolio displayed closed lots with inaccurate information. Fixed : An issue in which an error message box displayed when accepting downloaded transactions for an investment account. Fixed : An issue in which some unlinked bills had incorrect options. This occurred in both investment and banking transactions. Fixed : An issue in which the Cash Flow report was showing incorrect numbers when transfers and subtotal by payee were included. Fixed : Several error mapping issues.
Fixed : An issue in which the One Step Update Summary was not properly displaying an error code for restricted financial institutions having multiple accounts. Fixed : An issue in which One Step Update was required after users ran a backup of their data file.
Fixed : An issue in which some users were experiencing crashes in the budget module. Fixed : An issue in which a linked Cash Account would not update properly when multiple securities were sold. Improvement : We cleaned up the One Step Update Summary screen for better display of errors and other information. Improvement : We sped up the biller login process and added localization to the bill refresh process.
Improvement : We simplified the setup process for new users by automatically assigning them the preference of Download transactions when Quicken starts.
Fixed : An issue in which budgets were losing user-entered transfer categories. Please note that any previously lost transfer categories will need to be re-entered by the user. Fixed : A synchronization issue that was preventing accounts removed in Quicken Windows from being removed in the mobile and web applications.
Fixed : An issue in which the application was lagging or crashing when users attempted to deactivate the online account. Fixed : A synchronization issue with the mobile app in which financial transactions were getting deleted after a sync. Fixed : An issue in which the Quicken client would repeatedly ask the user to create a rename rule for payees that have already been set up with a Do not rename rule.
Fixed : An issue in which Quicken was not automatically refreshing a request after receiving an error from aggregation services.
Fixed : An issue in which the message Unknown error was appearing under bills. Fixed : An issue with multi-monitor displays in which drop-down lists, calendars, and other elements did not appear in the correct locations. New : You can now sync your Asset and Liability accounts to Quicken mobile and web to get a more complete picture of your net worth anytime, anywhere.
Improved : We simplified the new budget setup process. You now have the option to select the categories you wish to budget and set the budget amounts up front, rather than starting with a pre-selected budget based on your past spending. Fixed : An issue with Online Bills where the bill due date was not retained after entering a bill. Fixed : An issue where, when entering an investment transaction, the 'Show cash in checking account' option did not allow you to select an account.
Fixed : An issue where editing a transaction while the register is sorted in descending date order could create a duplicate transaction. Fixed : An issue where Quicken always launched on the primary monitor.
QXF file. Fixed : An issue where the button used to update your property value with Zillow was disabled. Fixed : An issue where Quicken could freeze on a setup 'success' screen. Fixed : An issue where some bills imported from were not being displayed in the Bills dashboard. Fixed : An issue where some Online Bills were showing as 'Awaiting next bill' even if a new bill was available. Fixed : An issue where newly downloaded transactions were sometimes not marked as new blue icon after a sync to web and mobile.
Fixed : An issue where a manually entered security name was being added to the ticker symbol field instead of the name field during manual security setup. Fixed : The Adjust Share Balance action in the investing register now creates an adjustment transaction instead of a placeholder transaction. Fixed : An issue where the Share Balance column was not displayed correctly in single mutual fund accounts. Fixed : An issue where entering a manual security sometimes added that security to a watchlist by default.
Fixed : An issue where changing the investment action for an existing transaction did not display all relevant fields for the newly selected action in some cases. Fixed : An issue where the investing register did not have keyboard focus when opened. Fixed : An issue where the Property and Debt tab appears when you add a new account even though it is turned off in the View menu. Fixed : An issue where scheduled payments for rental properties with linked mortgages are listed twice on the Upcoming Bills dashboard.
Fixed : An issue where reminders that had transfers to liability accounts within a split would not display in the liability account register even when reminders were turned on. Fixed : An issue where scheduled loan reminders could display the entire loan amount when viewed in the liability account register instead of just the principal amount. Fixed : Multiple issues related to syncing budgets to Quicken web and mobile. Fixed : A few interface issues and crashes.
Improved : Improved download reliability for Fidelity Investments. Fixed : A few crashes. Fixed : Multiple issues that could cause Quicken to crash. My Account is the place where you can manage your Quicken ID, password, email address, subscription preferences, and more. Improved : This release has a number of user interface enhancements and bug fixes. Fixed : An issue where checking your Membership status from the Help menu did not immediately update the file with the latest expiration date.
Fixed : An issue where, after activating your subscription in Quicken, your last used data file was not automatically opened. Fixed : An issue where some users were not able to add a Capital One account.
Fixed : Updated the W4 tax rates and mileage rates in the Tax Planner. Fixed : An issue where the 'new' status blue icon of a transaction was not cleared after the transaction was edited. Fixed : An issue where a subscription alert message could still display immediately after the subscription was renewed due to a timing problem with alerts. Fixed : An issue where matching a manual transaction to a downloaded transaction did not retain the Tag or Attachment from the manual transaction.
Fixed : An issue where a prompt to enter a Password Vault password could not be dismissed. Fixed : An issue where the One Step Update dialog was not displayed even after the 'Download transactions when Quicken starts' preference was set.
Fixed : An issue where, in some cases, bills were not showing up in the Calendar View. Fixed : An issue where, in some cases, Quicken would freeze when an in-product message was open in the background.
Fixed : An issue where the Capital Gains Report could give incorrect results due to the report assuming improper lot sell order. Also note that this issue impacted just the reporting, not the underlying data. After this fix, the reporting should be correct without requiring any changes to your investment transactions. Fixed : An issue where the One Step Update window unnecessarily displayed an option to Download latest cleared transactions and balances for all accounts.
Improved : You can now send and receive bill payments without doing a full transaction download. This is useful if you have a financial institution that limits the number of downloads you can perform each month.
When you run a One Step Update, just check the Bring my payment information up to date option to send and receive bill payments. Fixed : An issue where your Quicken membership status could continue to display as expired immediately after renewing your membership. Fixed : An issue where matching manually entered transactions to downloaded transactions was not possible for transactions with attachments.
Fixed : An issue where Quicken displayed an incorrect membership expiration message when signing out of a data file. Fixed : An issue where, in some cases, editing a paycheck transaction in the register removed associated transfer transactions to other accounts. Fixed : An issue where the option to select accounts for Quicken Mobile and Web sync was not available for some users.
Fixed : An issue where cleared transactions dated after the statement ending date were incorrectly included in reconciliation. Fixed : Multiple Quicken Mobile and Web sync issues. Fixed : A few user interface issues, text issues, and crashes. Discontinued : Due to low usage, the ability to automatically set an asset allocation target based on a model portfolio during asset allocation is no longer available.
Fixed : An issue where transactions that were previously accepted appeared in the Compare-to-Register area after performing a One Step Update. Improved : Quicken now provides two options when entering Bill Pay transactions from within Quicken. When entering an Online Payment select Send Now to send a single bill immediately. Select Send Later to enter the Bill Payment in your register and it will work as it always has and will be sent with all the other bills during your next One Step Update.
Improved : Updated the tax rates for The new tax rates are effective January 1, Improved : Added a new option that allows you to repair invalid price history records as part of the Validate and Repair operation. Fixed : Multiple issues with the share price calculation when using the Mutual Fund Conversion operation.
Fixed : An issue where the End Date for a bill and income reminder was not saved correctly. Fixed : An issue that caused some users to mistakenly get a " Your membership has expired… " message when performing a One Step Update. Fixed : An issue where a tax calculation was incorrect when the value of Net Taxable Capital Gains and Losses was negative.
Fixed : An issue with printing reports. Fixed : An issue where the Income vs. Expenses snapshot added to the home screen would display an incorrect graph after clicking Show as Full Graph. Fixed : An issue where some accounts were displayed twice in the Quicken Mobile App. Fixed : A rare issue where, after selecting Sign in as a different user , some users were prompted to sign in multiple times after signing in successfully. Fixed : An issue where using the Write Checks window to make a credit card payment could result in duplicate transactions in some specific scenarios.
Fixed : An issue where, for some users, a few entries in the account registers were either incorrect or not displayed. Improved : When you restore a data file using a backup file, Quicken now overwrites any corresponding data on Quicken Cloud with the backup file data. Fixed : A few crash issues. Improved : You can now edit Transfer transactions on Quicken Web.
Fixed : An issue where changes to the reconcile statement end date were not saved correctly. Fixed : An issue where Quicken crashed when updating bills. Fixed : An issue where the Bills History page displayed the incorrect date of payment when multiple Overdue bills were marked as Paid.
Fixed : An issue where Quicken crashed on selecting the Multiple accounts option in Projected Balances. Fixed : An issue where, in some cases, subtotals where not displayed in Spending reports. Fixed : An issue where some users were prompted to enter a Quicken activation code even though Quicken was already activated. Fixed : An issue where, for some users, Quicken crashed when attempting to delete an account. Fixed : An issue where some fields were not printed in invoices.
Fixed : An issue where the expected income was incorrect on entering a paycheck reminder. Fixed : An issue where the Downloaded ID and Posting Date fields had incorrect values on entering a future dated reminder. Fixed : A few user interface issues, mobile and web sync issues, text issues, and crashes. Fixed : An issue where One Step Update displayed an incorrect error message. View balances, budgets, accounts, and transactions See spending trends by category, payee, and more Your accounts sync across desktop, web, and mobile Enjoy a fresh, streamlined Quicken experience Just sync your accounts and go to app.
Improved : Ability to include or exclude attachments when you copy data files. By default, attachments are included while copying data files. However, you can uncheck the Include attachments option to exclude copying attachments. Fixed : An issue with using filters on the Investment Report. Fixed : An issue with adding attachments to accounts. Expenses graph displayed incorrect information in some cases. Fixed : An issue where Reconciliation reports did not list the most recent transactions.
Fixed : An issue where you were required to sign in after updating your profile information. Fixed : An issue where, in some cases, new payees were not added to the memorized payee list, even though you configured them to be added automatically. Fixed : Multiple issues with reports that include investing accounts with split cash transactions.
Fixed : An issue where, for some users, the One Step Update summary displayed successful reminder sync to Outlook, even though the option to sync reminders to Outlook was disabled. Fixed : An issue where, in some cases, Quicken crashed when changing the connection method from Web Connect to Direct Connect.
Fixed : An issue where bill reminders continued to appear even after ignoring the reminders multiple times. Fixed : An issue where renaming rules did not apply correctly for transactions downloaded using some Web Connect accounts.
Fixed : An issue where the ending balance was not adjusted when a bill marked as paid was deleted. Fixed : An issue where the column sorting icons and action buttons were not visible in the Bill and Income Reminders section at the bottom of a register.
Fixed : An issue where dividend and reinvested dividend transactions were shown as both income and expense in the investment transaction report. Fixed : An issue where incorrect tax line items could display in the Gains and Income section of the tax planner. Fixed : An issue where the Return to Reconcile option was available, even though there were no transactions to reconcile.
New : Ability to remove transaction password using a One Time Password OTP that you can receive at your registered email address or through a text message to your registered mobile number. Improved : Accounts in the account bar now show cents in account balances by default. To change this, you can right-click any account and uncheck the Show cents in amounts option.
Improved : In addition to your backup settings, data files are now automatically backed up each time you update Quicken to the latest version. Fixed : An issue with printing the Lifetime Planner report. Fixed : An issue where the display settings on the Spending tab were not retained after restarting Quicken. Fixed : An issue where One Step Update did not download all the transactions for an account in some cases.
Fixed : An issue where, in some cases, subtotals in the Portfolio Value report were miscalculated. Fixed : An issue where a newly added investment transaction retained the security of the previously entered transaction. Fixed : An issue where transaction recategorization did not work as expected. Fixed : An issue where the Graph and Chart Colors preferences were not saved. Fixed : An issue where some bill reminders were not displayed in the Calendar view.
Fixed : An issue where the font and space settings for reports were not applied correctly in some cases. Fixed : An issue with generating a Year-End Copy. Fixed : An issue where manually entered transactions did not update correctly in the account register. Fixed : An issue where, in some cases, Quicken crashed when entering scheduled transactions. Fixed : An issue where Quicken crashed when skipping multiple overdue bills. Fixed : An issue where, in some cases, check numbers were deleted when trying to sync Quicken desktop and mobile devices.
Improved : Support for the Improved : Ability to exclude hidden or closed accounts in Find and Replace operations. Fixed : An issue where some fields of a manually created investing account were prepopulated.
Fixed : An issue where reports were not saved correctly. Fixed : An issue with handling new accounts when attempting to customize the Portfolio view. View budgets and transactions See spending trends and track your budget Highlights the progress against spending Search transaction history. Monitor your nest egg on the go by accessing Quicken on the Web. Syncs with desktop Quicken, so your portfolio is always within reach Check stock quotes and account values View daily performance of your entire portfolio Monitor multiple brokerage accounts Automatically highlights top movers and day changes in the value of your investment portfolio.
Get started with Quicken Compare Products. Guaranteed Quicken financial products are backed by a day money-back guarantee. NEW - Passing over the generic bill icon next to your bills will now turn into a Link eBill button when you mouse over it. Clicking it starts the process of searching for your eBill. NEW - In this release, we're also introducing the concept of a "manual" payee for people like your gardener or hairdresser who are paid with cash or a check.
This tells Quicken to never search for an eBill for this payee which should simplify and speed up the process of paying or tracking these payees. Thanks to GerryY for recommending this change. Lots of fixes in reports and budgets FIXED - Fixed an issue in reports where comparison reports of different ranges and lengths i.
Thanks to moski in the forums for bringing this to our attention. Thanks to s2kdriver from the forums for reporting this. FIXED - Fixed an issue in the legacy Spending Over Time report where the wrong transactions would appear in the drill-down report for a category with 0 spending. Thanks to ChuckW for helping us figure out this issue. Thanks to GerryY in the forums for bringing this to our attention. Thanks to JohnM for reporting this issue and providing an example to reproduce the issue.
Thanks to KenJ for reporting this issue. FIXED - When changing from a transfer to a regular category in the category field, remove the account in the transfer field. Thanks to Tim G. Thanks to Peter S. This will increase the time it takes backup to complete but it should continue to be pretty fast.
You may cancel the update to start using Quicken; the database update will continue when you start Quicken again. IMPROVED - Quicken will now remove unnecessary conflicted database files caused by cloud storage services such as Dropbox to improve file integrity and reduce file size. Here are some key points : The 5. For users on 5. For example, if the user selected a Buy category, in 5. For example, if someone used "Investments : Interest Expense" in a checking account transaction, the category will be changed to "Investments Custom : Interest Expense.
Improved application performance In 5. NEW - Drastically improved launch times for customers with lots of investment history. A lot of the slowness was downloading and storing quotes which has been significantly optimized. NEW - As part of this performance improvement, Quicken will now only download quotes for held securities, ignoring securities that are no longer owned. In the Securities list, we added a column, so you can see which securities are held. If you want to manage this yourself, you can turn this feature off and then a new column appears, so you can select which securities to update.
NEW - Switching to the investment view is significantly faster but drawing the chart can still take some time. By the way, you can hide the chart by dragging up on the bar between the chart and the portfolio table which also improves the overall performance of these views. Improved report usability and functionality NEW - The Comparison, Summary and Transaction reports created from New Report now display date range and customization settings in the upper right corner.
This information also appears in printed and exported reports. NEW - The report customization dialog has been simplified to have 2 basic settings: 1 Include any account, category, tag, or payee or 2 Include only selected accounts, categories, tags or payees.
Previously it was not obvious what would happen if all accounts, categories, tags, or payees were selected. NEW - As part of refining this experience, column selection for transaction reports has been moved to the report toolbar.
NEW - The drill-down report will now remember the columns chosen so that all future drill down reports will include the same columns. Continued refinement of investment portfolio view NEW - The portfolio view can now be printed, exported to a CSV file, or copied and pasted into a spreadsheet.
NEW - The portfolio view now remembers which securities have been expanded and collapsed. NEW - Added a way to expand all or collapse all securities. CTRL-click, or right-click, the portfolio view header to get to see these options.
NEW - Securities without a cost basis will now display an Add Cost Basis button that will bring up the dialog to cost basis information. NEW - The number of shares column will now display more than 3 decimal places. First, Quicken asks whether you want to add an eBill or manual bill. Second, if creating an eBill, Quicken will allow you to enter any name to search for an eBiller vs forcing you to pick an existing payee.
You'll link the eBill to the payee later in the process. General improvements across the product NEW - Improved transaction downloads. Previously, downloading from Direct Connect accounts would block you from doing anything else. Now Direct Connect works like Quicken Connect accounts in that you can continue to use Quicken while downloading is happening in the background.
NEW - In the register, the name of the column being sorted will display more boldly in order to make it more obvious which column is being used to sort the register. NEW - Also in the register, we now always display the balance regardless of the column being sorted.
When not sorted by Date or CLR, the balance column will have an italicized, dark gray color to let you know the balance won't match your statement. NEW - Updated the Column menu in the register to allow you to more easily hide and show columns.
We also added a Reset to Default menu item to get back to the default for the current account. We're fixing this in 5. Please review the Include hidden payees checkbox to see if it is set properly for your reports. A big thanks to Najmi for their help in figuring out this issue. Previously, if all accounts were selected then all accounts including hidden accounts were included. Please review the Include accounts hidden in reports checkbox to see if it is set properly for your reports.
If the transaction was used in an investment account, we'll first try to convert it to use the corresponding "Action" such as Buy or Sell, etc. However, a number of customers stated they liked the old design better because it was easy to see the changes in the account. We decided to go back to the previous design for now until we can make this a user-defined option in a future release. Quicken for Mac v5. Over the course of the next month or so, Quicken will start migrating customers to the new connection type.
This change will happen over time. When this change takes place, your Capital One accounts will stop working and you will get a error.
Click on the Sign In button in the Account Status window to fix the issue which will prompt you to enter your Capital One username and password. Check the box next to each of your accounts to reauthorize them even if they've already been added to Quicken. FIXED - Fixed an issue in budget export where numbers over a thousand caused extra columns to be created. Unfortunately, the auto Mark As Paid feature didn't expect that scheduled transactions could end and therefore got stuck when it encountered one.
A big thank you to Arthur, Jasmyn, Alex and others who reported the issue and worked with us to figure out a fix. Click on the gear icon in the category list to add default categories. This means that if you're a US member but are actually Canadian, you can turn on Canadian features. This is useful if tracking city, state or provincial tax items that are not currently supported in Quicken.
Go to the Payee view to quickly pay a bill for a particular payee. Quicken automatically displays eBill payees in this view but you can decide which payees appear by clicking on a checkbox in the Edit Payee dialog.
NEW Added the logos for payees that have eBills. Click on the exclamation mark in a red dot to find out more about the issue. Bill Pay will now let you know if a bill payment has to be moved because of a holiday. In addition, Bill Pay will now take the financial institution's last submission time into account when setting a date. Previously this wasn't used and people could set a date that was earlier than the financial institution could handle.
FIXED Fixed an issue where creating a new scheduled transaction by clicking on the Scheduled checkbox in the date picker would set the starting date 1 month in the future instead of the current date.
This means you can start with an existing report instead of being forced to create a new report from scratch. NEW Added the ability to add the Action column to transaction reports. The row will highlight and clicking a transaction will pop-up a register window with the transaction selected.
Now both parent and split memos will appear. Previously Quicken wouldn't calculate an IRR if you didn't hold the security at the beginning of the period. Now IRR appears as long as you held the security during the period. Now this number matches the selected accounts and currency for the portfolio view.
On views where there are multiple accounts, the clear button would always appear. Now the Clear button only appears if the default filters are changed. Previously the balance number would be hidden if sorting by any column other than date and CLR. It was also hidden when the transaction list was filtered. We received a number of calls from customers who were confused by it being hidden.
The running balance column is calculated and reflects the balance based on the sort order of the transactions when viewing them and is not a static number tied to a particular transaction.
Quicken will first try to sign-in to your bank account using Direct Connect which is a higher quality method of connecting to your bank. If this fails, then Quicken will automatically fall back to Quicken Connect. FIXED Fixed an issue where the message "The transaction recorded but is not visible in filtered view" would appear after adding a transaction even though it shouldn't appear.
Thanks to Joe for his patience and pushing us to investigate direct connect and launch performance issues. More to come. FIXED Fixed an issue where creating an intra-bank electronic transfer on the weekend popped up a warning message saying the transfer couldn't occur because it was a holiday.
This prevented transfers from working properly. Thanks to pauldv who was the first to report this. Thanks to RickO and michael for bringing this issue up in the forums. FIXED Fixed an issue where the tax schedule report wouldn't show the capital gains from security sales in different currencies if there weren't any other tax-related transactions in different currencies.
Thanks to Gilles for bringing this to our attention. We fixed a few things around this issue before, but we think we have finally found the root cause and fixed it.
FIXED Fixed a crash that could occur when launching Quicken if the saved default view was a grouped investment such as Investing, Brokerage, Retirement or Education with one of the accounts in that group deleted. Linked transfers with a class to investment accounts created orphaned transfers in Quicken Thanks to JustinS for his great detective work in narrowing down the problem.
Some financial institutions like USAA take a bit longer to download bill information so this change allows these bills to complete. Thanks to MikeW who worked tirelessly with us to figure out the right amount of time to wait. FIXED Fixed an issue where transaction downloads would stop working after a customer received a multi-factor authentication screen.
Thanks to KristinD, one of our beloved product managers, for finding and reporting this issue. Thanks to RichardK who reported this in the forums. Thanks to EdmundC who first reported this issue. Unfortunately, we thought this was fixed in 5. Fixed an issue where some new lot purchases weren't appearing in the Portfolio View. Also fixed an issue where future sales would affect what lots displayed in the Specify Lots dialog of an earlier sale.
FIXED Fixed a crash that appeared to occur when switching to Quicken from another application, opening another file, or even backing up. FIXED Fixed an issue where the accrued interest category wasn't being set for accrued interest transactions created from a Buy Bond transaction. Thanks to everyone that brought this up in the forums. FIXED Fixed an issue where the column names in the customize transaction report dialog didn't match what is defined in the register.
Thanks to RickO for reporting this in the forums. FIXED Fixed an issue where the editable areas in an investment or loan register become misaligned from the blue highlight after resizing the columns. Thanks to JohnM who reported this in the forums.
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