Version 5.12.0, 5.12.1, 5.12.2, 5.12.3, 5.12.4, & 5.12.5 (8_2019 & 9_2019)

5.12 is a really big release with lots of new and improved features.
Set renaming rules for better transaction payee names

• NEW - Renaming a payee will automatically create a rule so that you won't have to rename it in the future.
• NEW - Go beyond the basics and specify detailed rules for payee renaming precision.
• NEW - You can now define Payees that you don’t want renamed. The Payee name will stay as is when it comes from the bank.
• NEW - Sync renaming rules so that mobile and web transactions are downloaded just like they are on Mac.
• NEW - With the push of a button, rename existing transactions and correct past payee naming mistakes.
• NEW - View, add, modify, or delete Renaming Rules in the new Payees and Rules window.

Redesigned scheduled transactions for simplified use and control

• NEW - Rebuilt scheduled transactions to simplify setting up bills and income transactions.
• NEW - Edit the date and amount of an upcoming scheduled transaction without changing all future transactions. This is ideal for updating credit card payments or other bills that change from month to month without impacting the default amount you like to use for projected balances and cash flow.
• NEW - Have Quicken automatically enter a scheduled transaction on the due date or a specified number of days prior to the due date.
• NEW - Use the new convenient scheduled transaction toolbar to mark as paid, skip, or edit.
• NEW - Added New Income button to create an income scheduled transaction.

New report tools make tweaking reports a snap

• NEW - Quickly customize and make ad-hoc changes to reports using the new report toolbar where you can set the type, row, column, and time interval.
• NEW - Duplicate a report to make minor tweaks.
• NEW - Quickly create a transaction, summary, or comparison report from the menus. You'll also be able to customize and select the time frame, accounts, categories, tags, and payees before creating the new report.
• NEW - Rename reports by clicking on the report name.
• FIXED - Fixed an issue where multiple total lines would appear when switching currencies.

More investment improvements

• NEW - Added a new Average Cost Per Share column to the Portfolio view.
• NEW - In the investment transaction register, added the Investment Amount column so you can see the value of reinvested dividends. Also added the symbol column for easier transaction review and clarity.
• IMPROVED - Quicken Mac used to treat Reinvest Dividend, Dividend Income, Reinvest Interest, and Interest Income as different things in reports even though they are the same thing. Now they will all show up as just Dividend Income or Interest Income.
• FIXED - Fixed an issue where Quicken wasn't recognizing the tax-free flag on a security.
• FIXED - Fixed an issue where dividend transactions were being duplicated. This would occur when the dividend was reinvested on the next day and turned into a Reinvested Dividend and the original dividend wasn't getting properly deleted.

Other new features and fixes

• NEW - Added a new Adjust Account Balance feature. Tell Quicken what the account balance should be on a certain date and Quicken will add an adjustment balance for you. Define the adjustment transaction as a "Live" balance adjustment meaning that the adjustment amount changes if any transactions are added prior to the adjustment date.
• NEW - Creating a manual account now includes the ability to add an opening balance.
• NEW - Added the ⌘+0 key command to reset the register text size to the default.
• NEW - Quicken now displays a What's New carousel when launching the upgraded app for the first time to highlight new features. Also added menu items for What's New and Release Notes under Help.
• FIXED - Fixed a calendar issue where past due scheduled transactions weren't being included in balance calculations.
• FIXED - Fixed an issue when exporting to QXF where the Add Shares date is used for the acquisition date.

5.12.1

• FIXED - Fixed an issue where loan lengths longer than 60 months were not properly migrated in 5.12.0.
• FIXED - Fixed a number of issues that would cause the application to crash.

5.12.2

• FIXED - Fixed an issue where a missing account type prevented files from opening. Quicken will now attempt to detect the account type and automatically fix the issue. If you get this error, please review the resulting account types to make sure they are correct.

5.12.3

• IMPROVED - Quicken now detects and displays a warning when the calculated loan payoff date doesn't match the actual payoff date. This might indicate that an adjustment transaction is incorrectly dated in the register or there is an error in the loan terms.
• FIXED - Fixed an issue where an instance of a weekly, or biweekly, scheduled transaction that fell on the first week in January was incorrectly skipped.
• FIXED - Fixed a crash that could prevent a file from being opened. This could occur in rare cases where an unsupported, complex scheduled transaction that contained one or more transfers failed to convert to our new scheduled transactions model.
• FIXED - Fixed a crash that could occur when importing a Quicken 2007 file. This could happen in the rare case where the 2007 file had an unsupported scheduled transaction recurrence setting.
• FIXED - Fixed an issue that could prevent the balance from updating when making changes in a loan register.
• FIXED - Fixed an issue where the Quicken Support screen sharing tool (Help > Share Screen…) failed to launch on macOS 10.14.

5.12.4

• FIXED - Fixed an issue in which dividends for some investment accounts were being double-counted. Quicken was adding both dividends and reinvested dividends for the same security. Quicken will now only keep the reinvested dividend when downloading future transactions and will also fix currently affected accounts.
• FIXED - Fixed an issue in which the sign of an eBill would be incorrect if there was a linked transfer to an account that wasn't synced.
• FIXED - Fixed an issue in which Quicken Bill Pay wouldn't work for Capital One accounts.
• FIXED - Fixed an issue in which a banner stating "Your Quicken Bill Pay settings need to be updated" would persist if there were two or more Quicken Bill Pay user names.

5.12.5

• FIXED - Fixed an issue in which auto-categorization did not work for some customers.
• FIXED - Fixed a Bank Bill Pay issue in which a nine-digit zip code caused some banks to reject the bill pay command.
• FIXED - Fixed an issue that prevented the Column menu from appearing in the investment register when you selected the Column toolbar button.