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 âŒ˜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.