Version 5.5, 5.5.1, 5.5.2, 5.5.3, 5.5.4, 5.5.5, 5.5.6, & 5.5.7 (2_2018, 3_2018, & 4_2018)

Version 5.5 improves support for Canadian customers, refines the Bills & Income view, fixes report and investment features and improves overall stability and performance across the product.
New Canadian Features

NEW New support for Canadian categories and tax line items.
NEW Added a new Canadian Tax Schedule report.
NEW Added a new feature to be able to add back either US or Canadian default categories. Click on the gear icon in the category list to add default categories.
NEW Added a new preference to turn on US or Canadian features regardless of membership. This means that if you're a US member but are actually Canadian, you can turn on Canadian features. This also means if you're a Canadian member but have US bank accounts, you can turn on US features like Bill Pay.
NEW When creating a new file, Quicken asks if you want US or Canadian default categories for those who have turned on both US and Canadian features.
IMPROVEMENT The Edit Category dialog can now be resized to help with tax line item assignment.
IMPROVEMENT A category can now be defined as being tax related without requiring an assigned schedule and tax line item. This is useful if tracking city, state or provincial tax items that are not currently supported in Quicken.
IMPROVEMENT Canadian members who have investment accounts classified as an IRA, 401K or other US account type are notified that they can be changed to a Canadian account such as TFSA, RRSP or RESP.

Scheduled Transaction, Bill Pay and Bills & Income Improvements & Fixes

NEW Added new Payee view in Bills & Income. Go to the Payee view to quickly pay a bill for a particular payee. Quicken automatically displays eBill payees in this view but you can decide which payees appear by clicking on a checkbox in the Edit Payee dialog.
NEW Added the logos for payees that have eBills.
NEW Added a status column to Bills and Payees to notify people if there is an eBill error. Click on the exclamation mark in a red dot to find out more about the issue.
IMPROVED Refined the overall look of Bills & Income.
IMPROVED The amount for a cancelled bill payment will automatically be added to the memo field for tracking purposes.
FIXED Fixed a number of issues in Bill Pay. Bill Pay will now let you know if a bill payment has to be moved because of a holiday. In addition, Bill Pay will now take the financial institution's last submission time into account when setting a date. Previously this wasn't used and people could set a date that was earlier than the financial institution could handle.
FIXED Fixed an issue where creating a new scheduled transaction by clicking on the Scheduled checkbox in the date picker would set the starting date 1 month in the future instead of the current date.
FIXED Fixed an issue where the Pay Now menu item didn't work.

Report Improvements & Fixes

NEW Added the ability to save a comparison, summary and transaction report as a custom report. This means you can start with an existing report instead of being forced to create a new report from scratch.
NEW Added the ability to add the Action column to transaction reports.
IMPROVED Quicken will now remember column widths in the transaction report so long memos won't make it difficult to read the report.
IMPROVED Transaction drill down works again. The row will highlight and clicking a transaction will pop-up a register window with the transaction selected.
FIXED Fixed an issue in the transaction report where split memo items weren't appearing. Now both parent and split memos will appear.
FIXED Fixed an issue where the check# didn't appear in the printed or exported transaction report.
FIXED Fixed an issue in the Tax Schedule D report where the gain was sometimes reported incorrectly when the buy and sell occurred on the same day.

Investment Improvements & Fixes

NEW Added Opening Price to the Price History dialog.
NEW Opening Price is now updated when quotes are downloaded and also imported from a CSV file.
IMPROVED Improved the accuracy of the portfolio view graph.
IMPROVED Improved IRR calculations. Previously Quicken wouldn't calculate an IRR if you didn't hold the security at the beginning of the period. Now IRR appears as long as you held the security during the period.
IMPROVED Previously the Market Value in the top banner of investment accounts was independent of the filter for the portfolio view. Now this number matches the selected accounts and currency for the portfolio view.

General Improvements & Fixes

IMPROVED Drastically improved the performance of auto-saving a backup file when quitting Quicken.
IMPROVED Improved auto-categorization.
IMPROVED Improved the Clear button. On views where there are multiple accounts, the clear button would always appear. Now the Clear button only appears if the default filters are changed.
IMPROVED Changed the way the running balance column works in the transaction register. Previously the balance number would be hidden if sorting by any column other than date and CLR. It was also hidden when the transaction list was filtered. We received a number of calls from customers who were confused by it being hidden. The running balance column is calculated and reflects the balance based on the sort order of the transactions when viewing them and is not a static number tied to a particular transaction.
IMPROVED Improved the Add Account experience. Quicken will first try to sign-in to your bank account using Direct Connect which is a higher quality method of connecting to your bank. If this fails, then Quicken will automatically fall back to Quicken Connect.
FIXED Fixed an issue where the message "The transaction recorded but is not visible in filtered view" would appear after adding a transaction even though it shouldn't appear.
FIXED Fixed an issue where an exported QXF file from Mac was failing to import into Quicken Windows with a "Memory Allocation Error".
FIXED Fixed an issue where the Clean Up Payee preference wasn't working for Quicken Connect accounts.
FIXED Fixed a number of the top crashing issues.

5.5.1 Fixes

FIXED Fixed a crash that would occur when importing Quicken Essentials files with investments.

5.5.2 Fixes

IMPROVED Dramatically improved investment transaction download performance. Thanks to Joe for his patience and pushing us to investigate direct connect and launch performance issues. More to come.
FIXED Fixed an issue where creating an intra-bank electronic transfer on the weekend popped up a warning message saying the transfer couldn't occur because it was a holiday. This prevented transfers from working properly. Thanks to pauldv172 who was the first to report this.
FIXED Fixed an issue in the transaction report where tags on splits didn't appear, print or export. Thanks to RickO and michael1212 for bringing this issue up in the forums.
FIXED Fixed an issue where the tax schedule report wouldn't show the capital gains from security sales in different currencies if there weren't any other tax-related transactions in different currencies. Thanks to Gilles for bringing this to our attention.
FIXED Fixed an issue where bill pay check numbers were being lost. We fixed a few things around this issue before, but we think we have finally found the root cause and fixed it.
FIXED Fixed a crash that could occur when launching Quicken if the saved default view was a grouped investment (such as Investing, Brokerage, Retirement or Education) with one of the accounts in that group deleted.

5.5.3 Fixes

FIXED Fixed an issue that prevented Quicken Windows investment files from importing properly.
FIXED Fixed an issue where investment placeholders weren't appearing in the transaction list.

5.5.4 Fixes

FIXED Fixed a Quicken 2007 import issue. Linked transfers with a class to investment accounts created orphaned transfers in Quicken 2018. Thanks to JustinS for his great detective work in narrowing down the problem.
FIXED Fixed a problem when importing investment transactions via web connect.
FIXED Increased the timeout for adding eBills. Some financial institutions like USAA take a bit longer to download bill information so this change allows these bills to complete. Thanks to MikeW who worked tirelessly with us to figure out the right amount of time to wait.
FIXED Added Canadian Tax line items to investment categories.
FIXED Fixed QIF file import for those moving from other software products.
FIXED Fixed an issue where transaction downloads would stop working after a customer received a multi-factor authentication screen. Thanks to KristinD, one of our beloved product managers, for finding and reporting this issue.
FIXED Fixed an issue where sweep accounts were storing Dividend and Reinvested Dividend transactions as Interest. Thanks to RichardK who reported this in the forums.

5.5.5 Fixes

FIXED Fixed a performance issue in the investment transaction register. Thanks to EdmundC who first reported this issue. Unfortunately, we thought this was fixed in 5.5.4 but found out the fix never made it in.
FIXED Fixed a couple of investment issues around lots. Fixed an issue where some new lot purchases weren't appearing in the Portfolio View. Also fixed an issue where future sales would affect what lots displayed in the Specify Lots dialog of an earlier sale.
FIXED Printing scheduled transactions on the Projected Balances view is now enabled.
FIXED Fixed a crash when sorting on the Sync ID column.
FIXED Fixed a crash that appeared to occur when switching to Quicken from another application, opening another file, or even backing up.

5.5.6 Fixes

FIXED Fixed an issue where some customers were being asked to enter their Quicken ID every time they tried to update their accounts.

5.5.7 Fixes

FIXED Fixed an issue that affected a small number of customers where Quicken would freeze on launch.