Version 5.6.0, 5.6.1, 5.6.2, & 5.6.3 (5_2018)

The new changes in version 5.6 are focused around 4 key areas: performance, reports, investments and bills & income. We also continue to improve the overall stability throughout the product.
Improved application performance
In 5.6, we focused on improving app performance. Customers with years and years of investment transactions were the most impacted so we zeroed our efforts around investments, but everyone should benefit.

NEW - Drastically improved launch times for customers with lots of investment history. A lot of the slowness was downloading and storing quotes which has been significantly optimized.
NEW - As part of this performance improvement, Quicken will now only download quotes for held securities, ignoring securities that are no longer owned. In the Securities list, we added a column, so you can see which securities are held. If you want to manage this yourself, you can turn this feature off and then a new column appears, so you can select which securities to update.
NEW - Switching to the investment view is significantly faster but drawing the chart can still take some time. By the way, you can hide the chart by dragging up on the bar between the chart and the portfolio table which also improves the overall performance of these views.
NEW - Switching from the Portfolio Value view to Performance view is a lot faster now.
NEW - Switching between different Groups in the Portfolio View now immediately update.

Improved report usability and functionality

NEW - The Comparison, Summary and Transaction reports created from New Report now display date range and customization settings in the upper right corner. This information also appears in printed and exported reports.
NEW - The report customization dialog has been simplified to have 2 basic settings: 1) Include any account, category, tag, or payee or 2) Include only selected accounts, categories, tags or payees. Previously it was not obvious what would happen if all accounts, categories, tags, or payees were selected.
NEW - As part of refining this experience, column selection for transaction reports has been moved to the report toolbar.
NEW - The drill-down report will now remember the columns chosen so that all future drill down reports will include the same columns.
FIXED - The Comparison, Summary and Transaction reports created from New Report will now export foreign and other special characters to the CSV file.

Continued refinement of investment portfolio view

NEW - The portfolio view can now be printed, exported to a CSV file, or copied and pasted into a spreadsheet.
NEW - The portfolio view now remembers which securities have been expanded and collapsed.
NEW - Added a way to expand all or collapse all securities. CTRL-click, or right-click, the portfolio view header to get to see these options.
NEW - Securities without a cost basis will now display an Add Cost Basis button that will bring up the dialog to cost basis information.
NEW - The number of shares column will now display more than 3 decimal places.
NEW - The Y-Axis now always starts at zero.

Better eBill support in Bills & Income

NEW - Changed the way track flow works. First, Quicken asks whether you want to add an eBill or manual bill. Second, if creating an eBill, Quicken will allow you to enter any name to search for an eBiller vs forcing you to pick an existing payee. You'll link the eBill to the payee later in the process.
NEW - Added an Add Payee option to the Payee screen.
NEW - Added a column to the Payees list window to more easily select which payees should appear in the Bills & Income screen.

General improvements across the product

NEW - Improved transaction downloads. Previously, downloading from Direct Connect accounts would block you from doing anything else. Now Direct Connect works like Quicken Connect accounts in that you can continue to use Quicken while downloading is happening in the background.
NEW - In the register, the name of the column being sorted will display more boldly in order to make it more obvious which column is being used to sort the register.
NEW - Also in the register, we now always display the balance regardless of the column being sorted. When not sorted by Date or CLR, the balance column will have an italicized, dark gray color to let you know the balance won't match your statement.
NEW - Updated the Column menu in the register to allow you to more easily hide and show columns. We also added a Reset to Default menu item to get back to the default for the current account.
FIXED - Fixed a number of bugs and stability issues.

5.6.1 Fixes

FIXED - Fixed a report customization issue where all payees including hidden payees would appear in a report if no payees were selected. In 5.6, this setting was converted to use the new Any Payee feature, but it inadvertently excluded hidden payees. We're fixing this in 5.6.1 so that hidden payees will be included by default. Please review the Include hidden payees checkbox to see if it is set properly for your reports. A big thanks to Najmi for their help in figuring out this issue.
FIXED - Fixed a similar report customization issue for Accounts. Previously, if all accounts were selected then all accounts including hidden accounts were included. In 5.6, this setting was converted to use the new Any Account feature, but it did not include hidden accounts which meant the same report would have different results. In 5.6.1 when these reports are converted, they will include hidden accounts by default. Please review the Include accounts hidden in reports checkbox to see if it is set properly for your reports.
FIXED - In 5.5, we inadvertently allowed one to assign a Quicken-reserved investment category to a transaction which shouldn't have been possible. In 5.6.x, these categories were hidden so they could no longer be selected but this also meant that any transaction that used one of these special categories became Uncategorized. In 5.6.1, we're improving this behavior so that if one of these categories was used, we'll automatically create a new, user-defined category with the same name, but these will now be under a new parent category called Investments (Custom). If the transaction was used in an investment account, we'll first try to convert it to use the corresponding "Action" such as Buy or Sell, etc.
FIXED - Fixed a crash that could occur when clicking through menus while other windows were open such as the Account Status window.
FIXED - Fixed a crash that could happen when customizing report settings.
CHANGED - In 5.6, we changed the Y-Axis in the portfolio view chart to start at 0 to be more accurate to the actual account market fluctuations. However, a number of customers stated they liked the old design better because it was easy to see the changes in the account. We decided to go back to the previous design for now until we can make this a user-defined option in a future release.

5.6.2 Fixes

IMPROVED - Quicken and Capital One are in the process of upgrading the connection type used to download transactions. Quicken for Mac v5.6.2 is required for this change. Over the course of the next month or so, Quicken will start migrating customers to the new connection type. This change will happen over time. When this change takes place, your Capital One accounts will stop working and you will get a 351 error. Click on the Sign In button in the Account Status window to fix the issue which will prompt you to enter your Capital One username and password. Check the box next to each of your accounts to reauthorize them even if they've already been added to Quicken.
FIXED - Fixed an issue in budget export where numbers over a thousand caused extra columns to be created.

5.6.3 Fixes

FIXED - Fixed an issue where Quicken would hang as it tried to open a file. Unfortunately, the auto Mark As Paid feature didn't expect that scheduled transactions could end and therefore got stuck when it encountered one. A big thank you to Arthur, Jasmyn, Alex and others who reported the issue and worked with us to figure out a fix.
FIXED - Fixed a number of small issues that could crop up when trying to add Capital One accounts.