Version 5.15, 5.15.1, 5.15.2, & 5.15.3 (2_2020 & 3_2020)
The 5.15 release adds the ability to automatically create QuickFill rules with payees, tags, memos, and amounts and also a new way to pay bills.
Our new QuickFill enhancement includes the option to auto-save categories, tags, memos and amounts.
- NEW - In the previous release, changing a transaction's category created a QuickFill rule with a payee and category pair. In 5.15, we've added the ability to save all the key transaction fields including the payee, category, tag, memo, and amount. You can define what will be automatically saved using the QuickFill rule. To do this, select the down arrow next to the word category and change it to all fields in the blue tab that appears above the category field. By changing this setting, Quicken will work the same way it did in the past when the last transaction's data was auto-filled into new transactions.
- IMPROVED - The checkbox to create QuickFill rules in the transaction register will now always be checked by default and won't remember the last change. This is to ensure that rules are automatically created without having to constantly monitor or manage this setting.
- FIXED - Fixed a number of QuickFill issues such as accidentally creating duplicate QuickFill rules when merging payees and duplicate split lines.
New way to pay bills (Premier customers only)
- NEW - Quicken is introducing the Quicken Bill Manager service to U.S. users of Quicken Premier and above. Quicken Bill Manager is a brand-new way to pay your bills, and features two payment methods: Quick Pay and Check Pay.
- NEW - Quick Pay is 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 11,000 billers, so finding your biller is quick and easy.
- NEW - Check Pay is a service that works with your checking account, and can be used to send payments by check to anyone with a valid U.S. 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.
5.15.1 Fixes
- FIXED - Fixed a number of small Quick Pay and Check Pay issues.
- FIXED - Fixed a number of stability issues that appeared in the release.
5.15.2 Fixes
- IMPROVED - Added a Check Pay address tab to the Payees & Rules window.
- IMPROVED - Added a warning that changing the account or routing number will require new Check Pay micro-deposits to be sent and verified.
- FIXED - Fixed an issue where some birthdays entered in the Quick Pay and Check Pay payment account window weren't being allowed.
- FIXED - Removed Cash accounts from the list of accepted accounts for Quick Pay and Check Pay. Any Cash account that was set up for Quick Pay or Check Pay will be changed to a checking account.
- FIXED - Fixed a scheduled transaction crashing issue.
5.15.3 Fixes
- FIXED - Fixed an issue where QuickFill rules weren't always getting applied to downloaded transactions.
- FIXED - Fixed a transaction auto-matching issue.
- FIXED - Fixed a calendar drop-down issue where the year was inexplicably set to 1899 and didn't match the register date field.