Skip to main content
Skip table of contents

Version 5.17, 5.17.1, 5.17.2, 5.17.3, 5.17.4, 5.17.5, &  5.17.6 (7_2020, 8_2020, & 9_2020)

This is an exciting release with major enhancements to reports, bill payment, scheduled transactions, budgets, and accounts.
All-new reports center: a redesigned reporting experience featuring increased interactivity, better organization, and new reports

  • NEW - The 5.17 update introduces a new Reports tab. Using the new Reports tab, you can search, open, and interact with your reports.
  • NEW - To make navigation easier and highlight popular choices, we’ve redesigned the organization of our reports. This includes creating new groups for Net Worth reports, Tax reports, and Transaction reports. We also created a new Popular group that includes ten of the most common and useful reports.
  • NEW - To make it easier to read your reports, they now appear in individual windows rather than as a part of the main Quicken window.
  • NEW - Quicken now prompts you to save a report if you have made changes to it. This makes it easier to revisit useful customizations to your reports.
  • NEW - We've added four new Net Worth reports and a new Cash Flow Comparison report.

Enhanced Quick Pay, Check Pay, and scheduled transactions: improved scheduling and payment options, scheduled transaction sync, and bill pay alerts

  • NEW - You can now schedule a future dated Quick Pay or Check Pay payment. You are no longer required to send a payment immediately.
  • NEW - You can now assign a payment method to a scheduled transaction. For example, you can now set a particular bill to always be paid using Quick Pay.
  • NEW - We've added several types of Bill Pay alerts including SMS text messages. To update the phone number used for receiving these alerts, go to Mobile, Web & Alerts tab in Quicken Preferences.
  • NEW - Scheduled transactions will now sync to the Quicken Cloud so that you can review your bills using the mobile and web apps.
  • NEW - The calculation we use to derive Today's Balance has changed. Going forward, this balance will now match the running balance in the register and include past-due scheduled transactions.

Improved account management: new Hidden and Separate accounts, improved budgeting, and improved sidebar

  • NEW - You can now choose to exclude accounts from a budget. This helps you to create budgets that are more specifically tailored for your needs. The ability to select the accounts used for a budget was one of our most requested features.
  • NEW - Hidden accounts will now appear in their own group on the sidebar so they are easily accessible. This makes it easier to use All Transactions to search across every account, even ones that are hidden or have been closed.
  • NEW - We have added a Separate Accounts feature to improve support for tracking accounts that are outside of your personal, or primary finances. For example, you can use this feature to track accounts on behalf of a parent, child, or organization. These accounts will not be included by default in reports or net worth calculations.
  • NEW - You can now mark an account as Closed. Closing an account will zero out the balance, automatically move it to hidden accounts, and disconnect it from online services. Closed accounts will still be included in reports by default.
  • NEW - We have added a new control in the register so you can more easily adjust the scheduled transaction reminders you see in each account.

5.17.1 and 5.17.2 Fixes

  • NEW - Added the ability to close an account from the Hide and Show Accounts window and from the shortcut menu that appears when Control-clicking an account on the account sidebar.
  • FIXED - Fixed an issue where an invalid Formatting Error could appear when editing a transaction and, in some cases, could cause a crash.

5.17.3 Fixes

  • FIXED - Fixed an issue where choosing a payee with QuickFill options would clear the Action field.
  • FIXED - Fixed an issue on macOS 10.15 (Catalina) where double-clicking an attachment wouldn’t open the attachment.
  • FIXED - Fixed an issue that would mess up tabbing through register fields after hitting Command+Option+E or other keyboard shortcuts.
  • FIXED - Fixed an issue where report category and sub-category disclosure settings were not saved with the report.
  • FIXED - Fixed an issue where re-ordering columns was not saved with the report.
  • FIXED - Fixed an issue where realized and unrealized gain transactions would appear in a customized category transaction report where all accounts, categories, and tags were selected, but the report was filtered by a set of payees.
  • FIXED - Fixed an issue where the multi-currency pop-up on the Spending Over Time and Net Income charts on the Home tab drew on top of the date range.
  • FIXED - Fixed a sync issue where closed accounts that had been reopened were closed again after syncing.
  • FIXED - Fixed a crash that could occur when clicking on a scheduled transaction in the calendar.
  • FIXED - Fixed a crash that would occur on macOS 10.13 (High Sierra) when selecting the “Save and finish laterâ€� option in the Reconcile window.

5.17.4, 5.17.5, & 5.17.6 Fixes

  • FIXED - Fixed a crash that could occur on macOS 10.11 (El Capitan) and macOS 10.12 (Sierra) when adding attachments to transactions. 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 after the next release.
  • FIXED - Fixed an issue where the First Check Number would be wrong in the Print Check window.
  • FIXED - Fixed a crash that could occur for Quicken Bill Pay customers when launching or quitting Quicken, or when trying to cancel a Quicken Bill Pay payment after August 31st.
JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.