Version 5.14.0, 5.14.1, 5.14.2, & 5.14.3 (1_2020)

The 5.14 release improves auto-categorization by introducing QuickFill. QuickFill associates categories and other transaction information with specific payees. This release also extends 5.13 report capabilities to transaction reports and expands Renaming Rule functionality.
QuickFill allows rules to be created to auto-complete transactions

NEW - QuickFill will improve auto-categorization of downloaded and manually entered transactions. Changing a category will automatically create a QuickFill rule that will be applied the next time that payee is entered. Click the checkbox above the category to control whether a rule is automatically created.
NEW - 5.14 will no longer automatically save the transaction's tags, memo, or amounts because these tend to be specific to a particular transaction. However, if you want a tag, memo, or amount to always be associated with a payee you can add this to the QuickFill rule using Payees & Rules under the Window menu.
NEW - Refined the payee menu that appears as you type a payee name. Now you will see both the best payee matches as well as QuickFill items for the payees.
NEW - Quickly create new manual transactions by selecting a QuickFill item to automatically enter all the relevant transaction fields with one click. For example, you can define different QuickFill rules for the different types of items you always purchase at stores such as Amazon, Walmart, Target, and Costco. You can define whether that's groceries, electronics, clothing, or any other items typically purchased at each store.

Improved reports

NEW - Added transaction report time intervals. Previously, a time transaction report would be grouped in one giant bucket for the entire report period. Now, you can define reports grouped by week, month, quarter, or other time interval.
NEW - Added Cash Flow and advanced transfer and adjustment capabilities to transaction reports.
FIXED - Changed the way the first interval of 2-week time interval reports are defined. The first day within the date range is now considered to be the beginning of the first week of the interval. The first week will be a partial week if that day doesn't fall on a Sunday.

New Renaming Rule features and other improvements

NEW - Sometimes a Renaming Rule isnâ€™t effective and you would rather get the payee statement name that comes straight from the bank or credit card company instead of a truncated name that may not mean much to you. You can now create a Do Not Rename payee rule.
NEW - In 5.13, auto-created renaming rules for payee names such as "check","atm", or "withdrawal" were blocked because they could potentially rename more transactions than expected. Now, you'll be given the option to create a rule but the renaming rule checkbox above the payee name in the register will always be off by default.
FIXED - Fixed an issue where some eBills stuck in error couldn't be fixed because multi-factor authentication (MFA) was broken and wouldn't appear. If you have an eBill with a red exclamation mark, click on the red exclamation mark to fix the issue.
FIXED - Fixed an issue where the day change for security quotes were incorrect on Mondays. This was only an issue with a couple of brokerages.
FIXED - Fixed a number of stability issues.

5.14.1 Fixes

FIXED - Fixed a stability issue that could cause Quicken to stop working when viewing or changing the Row setting of a transaction report.
FIXED - Fixed a stability issue when downloading transactions.
FIXED - Fixed a stability issue when importing a Quicken Windows file.

5.14.2 Fixes

FIXED - Fixed an issue that would create a 0 amount split line in some transactions with payees associated with 0 amount, single split line, QuickFill rules. This resulted in 0 amount transactions in transaction reports.
FIXED - Decreased the minimum window size for more flexibility.

5.14.3 Fixes

IMPROVEMENT - Added a step to optimize the size and performance of a file on upgrades.
FIXED - Fixed an issue where PRINT was removed from the check number field after syncing.
FIXED - Fixed an issue where transaction auto-matching didn't work on transfer transactions created from a QuickFill.
FIXED - Fixed an issue where the transaction report wouldn't update after changing the Row.
FIXED - Fixed a crash that could occur when searching QuickFill rules.
FIXED - Fixed a crash that impacted a handful of customers on file upgrade.