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Version 5.16 & 5.16.1 (5_2020)

The 5.16 release continues to improve the product in three key areas: QuickFill rules, reports, and bill pay.
Lock QuickFill rules and set default preferences

  • NEW - QuickFill rules can now be locked to prevent overwriting or modifying rules that you don't want changed.
  • NEW - We have added preferences for QuickFill and Renaming Rules to determine whether rules will be auto-created, by default, when creating or editing transactions.
  • NEW - You can now use ⌘Y to quickly create a QuickFill rule based on the selected transaction.
  • FIXED - Fixed a number of QuickFill issues.

New reports and improved print and export capabilities

  • NEW - Added more than 20 new, standard reports to help you better understand your financial picture, including income and spending reports.
  • NEW - You can now more easily create your own custom reports by modifying the new, standard reports.
  • NEW - Printed and exported reports now more accurately reflect the reports onscreen appearance.
  • NEW - You can now report on Unrealized Gains, using the Advanced tab settings, when customizing a report.

New Quick Pay and Check Pay capabilities (US Premier and above members only)

  • NEW - You can now pay bills from your register using Quick Pay or Check Pay.
  • NEW - The Check # field now displays a menu to show all the available online bill payment and check options.
  • NEW - If you select Pay, Mail, or Send, the suggestion list will display the payees that you have set up for the selected payment method.
  • NEW - Manage Quick Pay and Check Pay payment accounts, and monitor monthly payment usage, from a single payment account window.

Other improvements and fixes

  • IMPROVED - We redesigned the Preferences window so you can more easily find the customization settings you are looking for.
  • FIXED - Fixed an issue that prevented newly added accounts from appearing in budgets.
  • FIXED - Fixed an issue that could prevent successful resolution of eBill errors.
  • FIXED - Fixed an issue that prevented Dividend and Buy transaction pairs from converting into a Reinvest Dividend transaction for certain types of securities, such as REITs.
  • FIXED - Fixed a rare issue in which the Share Balance column didn't display the accurate share count.
  • FIXED - Fixed an issue in which adding a transfer from one account to another failed to display a prompt to match an existing transaction.
  • FIXED - Fixed an issue in which a Canadian bank account created from a QFX file defaulted to USD currency.

5.16.1 Fixes

  • FIXED - Fixed a number of crashes that only occur on macOS 10.11 El Capitan and 10.12 Sierra.

If you are on macOS 10.11 or 10.12, we encourage you to upgrade to a newer version of macOS for better performance, stability, and security. While we continue to fix these 10.11 and 10.12 issues, this work will stop in the next couple of months.

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