This is used only when a transfer is selected. Improved : For users of our investment level products, changes made to Register preferences, appearance, and fonts will now apply to both the banking Register and the investment Register.
Improved : Added screens that address issues related to updating and merging Wells Fargo accounts. Improved : Added verification process for email addresses used when sending reports.
Improved : For users of Bill Payment Manager , added the option to look up bill payment usage directly from the Bills menu.
Also added the option to validate payments and fixed a performance issue in the Bills dashboard. Fixed : Resolved issue syncing memorized split transactions. While this fix will prevent the issue in the future, existing users who experienced this issue should install this update, then restore their data file from a backup.
Fixed : Resolved issues with Simple Investing related to switching to Complete Investing , incorrect security types, and incorrect prices. Also updated messaging. Fixed : Resolved an issue in which the date selection tool was not working on the Rental Property tab. Fixed : Resolved an issue with the Quicken Community option on the Help menu. Fixed : Resolved an issue in which accounts migrated to Quicken Cloud Services were, in rare circumstances, deleted during One Step Update.
Fixed : Resolved an issue updating all categories for a payee. Fixed : Resolved an issue in which a What's New graphic displayed date information in an incorrect format. Fixed : An issue in which some accounts were incorrectly changed from complete investment transaction reporting to Simple Investing. Users who were affected should double-check their investment transactions and either manually replace the simple investing-style downloaded transactions or restore from a backup.
Changed : Simple Investing is in beta status, defaulting to ON, which allows you to enable it for individual accounts if you would like to.
You can now automatically add additional bill payments if you exceed your monthly allotment of payments, for a small fee. An email will be sent to you every time Quicken automatically adds more payments.
Improved : Made improvements to investment tools in Quicken Premier and above. Added the ability to define custom asset classes, in addition to the asset classes that are predefined in Quicken. Added ability to create 10 more customized Portfolio views, for a total of 19 Portfolio views.
Improved : Added a Release Notes menu item to the Help menu. Use Release Notes to view information about the latest release and to go to the Update screen if you are not on the current version of Quicken. Improved : Simple Investing is no longer in beta. It is now a standard feature and will be the default investment tracking for new users.
Complete Investing will still be the default for existing users. Improved : Simplified banking register for new users by removing the Payment and Deposit columns from the default display. You can still add these columns using register preferences. Improved : Added a Support button to the toolbar as a default for new users.
Selecting the Support button opens the Contact Support web page. Improved : Added a Quicken on the Web button to the toolbar. Selecting the button will open the web version of Quicken.
Fixed : Resolved issue in which the Investment Simple Account and Dashboard displayed the incorrect currency for some multi-currency users. Fixed : Removed invalid option to activate Quicken Bill Pay from an investment account.
Fixed : Resolved a synchronization issue with Quicken Cloud Services. If an account was synced, then transactions were deleted from the account and the account was deleted, errors would occur the next time the account was synced with Quicken Cloud Services.
Fixed : Resolved an issue in which some transactions that were reconciled and cleared within Quicken for the Web were not properly reconciled and cleared when synced with Quicken for Windows. Fixed : Resolved synchronization issue related to permissions errors. Fixed : Disabled the Print option in the Dashboard view under the Investing tab.
Fixed : Resolved an issue in which in-product chats with Customer Care would crash during One Step Update or while creating a file backup. Fixed : Resolved an issue in which a link inside a message to users caused the message to not display properly.
Fixed : Resolved an issue in which bill payment setup was incorrectly prompting users to deactivate the service. Fixed : Resolved an issue in which event information was being tracked for users who had not yet signed in. Fixed : Resolved an issue logging some events related to throttling. Fixed : Resolved cloud sync issue causing dismissed reminders to reappear. Fixed : Resolved issue in which some expected functions were unavailable on the Online Payees List.
Fixed : Resolved an issue in which Bank Bill Pay was not available when creating a new data file. Fixed : Resolved an issue in which online bill payment was unavailable for recently reconciled credit card accounts.
Fixed : Resolved an issue in which a financial institution's name was incorrectly displayed. Fixed : Resolved an issue in which some loan accounts were incorrectly changed to paid off after an account update. Fixed : Resolved an issue in which Quicken was crashing when users attempted to link investment accounts. Fixed : Resolved an issue adding online accounts for Chase and USAA account holders when using the financial institution's icon on the Add Account screen.
Fixed : Resolved an issue in which some users saw two opening balances for a loan account due to a change in aggregation. Improvement : The Add Account screens have been improved to make the process of linking accounts to financial institutions easier. The new design emphasizes that users add accounts by financial institution rather than account type. For example, a user may have several accounts checking, savings, credit card, etc.
The improved process also uses tabs to delineate adding connected accounts from adding offline accounts or other assets and liabilities. We've also improved the financial institution search. As part of this process, the search results page was redesigned to make results more informative and the popular financial institutions list includes a greater variety of financial services.
Improvement : As part of the Add Account improvement, it is now easier to add Direct Connect to a loan account, either when adding a financial institution for the first time, or as a later step. Improvement : Added the ability to use the Simple Investing beta when adding investment accounts through the Add Account process. Also added a quote timestamp to the Top Movers panel. Updated formatting and colors as well.
Improvement : Cloud synchronization has improved error handling and transaction processing. Improvement : Updated the financial institution login page to improve messaging and promote security. Improvement : Made it easier to change the file location for automated backups. Improvement: Added option to schedule checks based on either the send date or the target payment date when using Check Pay.
Improvement : Added a way for users to send a Quick Pay or Check Pay payment after reconciling a credit card account. Fixed : Resolved a crash that occurred during patch downloads.
Fixed : Resolved an issue in which Quicken was sorting transactions incorrectly. Fixed : An issue in which users were asked to sign in every time they launched Quicken. Fixed : An issue in which the welcome screen displayed in the background for every launch of Quicken, despite the data file password being set.
Improvement : Removed or updated product and help references to Quicken Bill Pay. Improvement : Updated online text for Account list and Account details screens. Improvement : Updated bill payment quota text to reflect the day of the month that the quota renews. Also updated online help to reflect change. Fixed : Issue in which users who have cloud sync turned off were getting partial synchronization run during a scheduled update. This sometimes resulted in duplicate transactions.
Fixed : Issue refreshing the authorization token. Additional issue switching the authorization token when user switches Quicken IDs. Fixed : Issue with crashes during sign-in because a necessary file is in use by another process. Fixed : Crash related to editing tag names.
Crash related to creating a new data file. Fixed : Issue in which the warning that Quicken Bill Pay is ending did not appear when expected.
Fixed : Issue with One Step Update requesting passwords when user stores passwords for some but not all financial institutions. Fixed : A few internal bug fixes.
Improvement : Added an option for users to discontinue seeing a warning message if they are accessing their data file remotely. Fixed : An issue in which transactions were missing in downloads for Quicken Cloud Service migrated users. Fixed : An issue in which Quicken Bill Pay discontinuation messages were appearing despite the scheduled payments not being made through Quicken Bill Pay.
Fixed : An issue in which Quicken crashed when users migrated old data files with tax-related entries. New : Added an in-product chat option to make it easier for new users to contact support from within Quicken.
The chat icon is located next to the help question mark on the Quicken title bar for new users. Improved : Added warning message for users who are accessing their Data File remotely rather than from their local drive. Users are now informed that there is an increased risk of file corruption and slow response times when accessing files remotely. Improved : Replaced old support screen sharing with new CoBrowsing.
Improved : Several improvements to manual budgeting related to creating, managing, and carrying forward categories, as well as improving annual and monthly views.
Improved : Detection and correction of column width issues in transaction reports. Improved : Updated the look and feel of the Security Detail View. Fixed : An issue in which the Tax Item column was not appearing properly in older saved reports.
Fixed : An issue in which users were encountering sign-in errors after a recent update. Fixed : An issue in which scheduled updates stopped working until Quicken was restarted. Fixed : An issue in which One Step Update was having significant slowing issues for some customers.
Also fixed issues relating to slowness during startup and accessing investment accounts. Fixed : An issue in which report column resizing did not carry over to the next use of the report. Fixed : An issue in which duplicate transactions were added to the investment register when accepting a transaction using the small Accept button when performing compare to register. Beta feature : Added new beta feature, Simple Investing. With Simple Investing, Quicken only keeps track of the positions number of shares for each security over time, and your cash balances.
Your portfolio value, net worth, and investment returns over time will be available, but Quicken will not be able to calculate capital gains and losses or investment income. Quicken will display an account summary rather than an investment transaction register when the account is selected. Standard investment tracking is still available. This is an additional option. Fixed : An issue in which customizing column widths caused issues with column width and justification. Also fixed an issue with column alignments.
Fixed : An issue in which One Step Update did not download the latest investment quotes due to a change in the order in which sources were accessed. Fixed : Two issues related to crashes. Fixed : An issue in which Reset Account was not successful due to a failure to delete duplicate accounts. Fixed : An intermittent issue in which the online balance did not update when processing a One Step Update. Fixed : A few issues related to crashes. Users will now be able to set specific dates for payments to be made.
As part of this addition, we have updated the design of the Calendar , Bills dashboard , and Bill History view to accommodate future dated Quick Pay and Check Pay payments.
This includes new Scheduled and In Processing statuses. To use text alerts, you will need to add your mobile number if it is not already entered. This can be done in the new Manage Email Alerts settings available in your preferences.
You can also use the settings to determine which bill payment events will trigger an alert. New : Added an Investing dashboard that includes a new Top Movers panel. The dashboard is aimed at reducing the complexity of the Investing view to make it easier to quickly assess the status of your investments. Improvement : The Account Overview tab will no longer appear under the Business tab unless a user has created a business account.
Improvement : Created an option to allow users to include the Notes column in their transaction reports. The Notes column can be sorted and is available for printing and export. Improved : Changing or removing of Tax Line Item categories is now restricted. This is to prevent accidentally altering tax-related information. Improved : Error messaging for users who cannot access a cloud-based data file has been improved to explain that the file cannot be accessed because it is already in use by another application.
Improved : Increased speed of updating investment quotes from the investments tab by not downloading historical quotes. Historical quotes are always downloaded during One Step Update. Improved : To help when you have multiple duplicate transactions, you can now delete multiple transactions in the Compare to Register window.
Improved : Returned keyboard shortcut functionality for attachments. Improved : Made installation more understandable, included time estimates, and improved error messaging for installation issues. Improved : Error handling for account number issues caused by variable final digits in account numbers. Improved : Quicken now allows up to six numbers after the decimal point when calculating fractional shares. Improved : Added explanation for users getting moved to the Paycheck wizard when they choose Net Pay instead of Gross Pay when entering a paycheck.
Fixed : An issue editing loan reminders when trying to replace the Mortgage category. Fixed : An issue in which the Quicken Activation dialog was displaying for some active users when they attempted to log in. Fixed : An issue in which cloud sync was attempting to progress despite an expired subscription. Fixed : An issue getting Budget updates made in the web application to appear in the Windows version of Quicken.
Fixed : An issue in which, when Report Columns were reordered, they did not resize properly. Fixed : An issue in which, if a Category had a different accounting type than its tax assignment, it would be displayed differently in Summary reports than in Transaction reports. Fixed : An issue in which the Quicken login password dialog appeared in the background when you were prompted to enter your Password Vault ID.
Fixed : An issue with date entries in the Reconcile Statement Date field. Fixed : Issues involving occasional crashes during sync or when closing the program. Fixed : Issue with Wells Fargo that prevented persistent connections. Fixed : An issue in which crashes were caused by reopening of the data file after backup when exiting the program. Fixed : An issue in which Quicken became unresponsive when canceling a program exit from the file backup dialog.
Fixed : Compatibility issues with a recent Chrome browser upgrade. Fixed : Few issues related to crashes. Fixed : A few internal bug fixes and improvements.
New : Added the ability to toggle display of cents in the Portfolio View. This can now be selected on the Portfolio page under Options. Improvement : Changes to Quicken Bill Manager , including messaging and tracking, as well as fixing issues related to payment status and reminders.
Standardized right-click menus so they are consistent between the Dashboard and the register. Improvement : Improved the behavior of Get Started functions for tabs. Improvement : Made Show hidden transactions the default setting for new data files. Improvement : Financial institution searches now display a No Results Found message when there are no search results. Improvement : Increased number of decimal spaces in Estimated Income for securities to improve accuracy.
Fixed : Multiple minor UI issues related to button display, positioning, text alignment, and tool tips. Fixed : Sync issues including issues syncing when changing IDs, syncing budgets to the cloud and other Windows-to-cloud syncing, syncing text files, and issues with syncing occurring when the syncing feature was turned off. Fixed : Issues related to budgets, including data file states, communication with Quicken for the Web, and missing transfer transactions.
An issue in which payroll deductions weren't accurately reflected in the budget. Fixed : Display issues in Quicken Setup. Also, issues with categories when setting up a budget from Quicken Setup. Fixed : An issue with Update Share Balance in which, if there was a placeholder transaction on the exact day that you specified a new balance, the share balance did not change.
Fixed : An issue in which clearing out the register search filter resulted in auto-accepting a downloaded transaction if the transaction was highlighted Fixed : An issue in which the transaction renaming rule prompt failed to appear if multiple edits were made to the transaction.
Fixed : Crashes related to the export of investments and options securities. Fixed : An issue with duplicate accounts being created when creating a second dataset.
Fixed : Communication and account transfer issues between the desktop application and Quicken for the Web. Fixed : An issue with adding billers to a copy of a data file. Fixed : An issue converting an online bill to a manual bill. Fixed : An issue in which Quicken crashed when a password was set for the data file while trying to import from TurboTax. Fixed : An issue in which the Sign In dialog displayed a second time when changing a password from the Update Profile page. Fixed : An issue in which the Sign In dialog did not display when the token expired during the Add an Account steps.
Fixed : An issue in which Vanguard Roth accounts were ignored as duplicates if the accounts had the same number, but different user identification. Fixed : An issue in which charts related to Quicken. Removed : Removed links and references to investing. Fixed : An issue in which users were incorrectly being prompted to upgrade to use the bill payment option.
Fixed : Minor layout and text issues in the bill payment module. Improvement : Added customized messaging for City of Palo Alto utilities to clarify the delayed behavior of their payments. Fixed : An issue in which bill payment reminders were being skipped. Fixed : An issue that resulted in payment accounts no longer working when a user signed out and then signed in again with the same account.
Fixed : An issue in which the dashboard displayed an incorrect amount paid for some online bill payments. Reminder : In our last release, we added a preference to automate lot assignment when accepting a downloaded sell transaction in an investment account. Select Settings for Lot assignment after investment download. Improved : Tours Formerly QCards has been updated with new content and visual improvements. Improved : Quicken Setup has been improved and includes new content.
Improved : When you add a category to a transaction, Quicken now gives you the option to update past transactions for the same payee. Improved : Added keyboard shortcuts for changing dates. Enter w for first day of the week Sunday. Enter k for the last day of the week Saturday. Improved : Several updates to the user interface, including changes to the register defaults as well as minor text updates.
Improved : Added a screen share menu option for when menus are minimized. Improved : Improved financial institution display for the Add Account screen. Improved : Recent payments will now display 30 days of transactions from all sources. Improved : Added the ability to renumber securities as part of Validate and Repair. Improved : Find and Replace can now search for blank values in fields. Fixed : An issue in which users received an unnecessary warning message for uncategorized transactions.
Fixed : A performance issue that was occurring during the add asset account process. Fixed : Resolved an issue in which the sign-in popup did not display for online services after a user changed the password using an external browser.
Fixed : An issue in which the price history for some securities was not updating properly. Fixed : An issue in which users were sometimes being directed to an incorrect biller website.
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.
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