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Version 5.7.0, 5.7.1 & 5.7.2 (7_2018)

In 5.7, we continue to focus on performance, refining the bills & income feature, and fixing bugs in reports and throughout the product.
Performance

  • NEW - We continue to work on improving the Quicken launch performance and experience. First, when you click on Quicken in the dock, a message will immediately appear telling you that Quicken is opening your file. Previously, there wasn't any indication that the application was launching. Second, we removed a database validity check that would occur every time you opened a file. In most cases, this wasn't needed but it took a long time to do and would slow opening files. Now, this check will only occur if Quicken thinks your database may have been damaged.
  • IMPROVED - We also improved the time it takes to display the portfolio view chart. This could take a long time if you had years and years of investment data in an account.

Continued Bills & Income improvements

  • NEW - We added an Update button in the upper right corner of the Bills & Income screen, so you can update just your eBills without needing to download or sync all your accounts.
  • NEW - Your eBills will now display "Awaiting next bill" after you've paid the bill but Quicken hasn't received an updated balance. It used to show 0 so there wasn't any indication if your balance was 0 or if the balance wasn't updated yet.
  • NEW - Passing over the generic bill icon next to your bills will now turn into a Link eBill button when you mouse over it. Clicking it starts the process of searching for your eBill.
  • NEW - In this release, we're also introducing the concept of a "manual" payee for people like your gardener or hairdresser who are paid with cash or a check. This tells Quicken to never search for an eBill for this payee which should simplify and speed up the process of paying or tracking these payees.
  • NEW - Added the Type column to Bills and Income views.
  • FIXED - Now the PDF icon will only appear if there are statements to look at.
  • FIXED - Fixed an issue where the Pay with Bill Pay button appeared instead of Mark as Paid even if the bill wasn’t a bill pay bill. Thanks to GerryY for recommending this change.
  • FIXED - Fixed an issue where the date field shortcut keys didn’t work in the Edit Schedule and Track Bill screens.
  • FIXED - Fixed an issue where the Bills & Income view couldn’t be viewed in a standalone window.

Lots of fixes in reports and budgets

  • FIXED - Fixed an issue in reports where comparison reports of different ranges and lengths (i.e. This Month vs This Year) didn’t work. Thanks to moski in the forums for bringing this to our attention.
  • FIXED - Income investment transactions such as dividends and interest income will now appear in the All Transactions income view. Thanks to s2kdriver from the forums for reporting this.
  • FIXED - Fixed an issue where reinvested interest, long-term capital gains, and short-term capital gains weren’t showing up in reports.
  • FIXED - Fixed an issue in the legacy Spending Over Time report where the wrong transactions would appear in the drill-down report for a category with 0 spending. Thanks to ChuckW for helping us figure out this issue.
  • FIXED - Removed accrued interest from the pie chart since it shouldn't be considered an expense. Thanks to GerryY in the forums for bringing this to our attention.
  • FIXED - Fixed an issue where turning the “Show Centsâ€� checkbox on didn’t immediately update in the budget.
  • FIXED - Fixed a bug in legacy reports where categories with “/“ caused the report to fail.
  • FIXED - Fixed a weird selection issue in the Category Customize Report window where unchecking one category unchecked other categories. Thanks to JohnM for reporting this issue and providing an example to reproduce the issue.
  • FIXED - Fixed an issue where exported reports and budgets didn’t paste correctly into Apple Numbers.

Investment improvements

  • NEW - Added Roth IRA and Roth 401(k) account types. 
  • IMPROVED - Improved the search for security name in the investment register and edit security window.
  • FIXED - Fixed an issue where opening or closing the lots in the Portfolio View would cause the screen to jump to the top.
  • FIXED - Fixed an issue where the Gain/Loss calculations for 1-Day, 1-Month, 3-Month, 12-Month, and Year-to-Date didn't take into account splits. Thanks to KenJ for reporting this issue.

Miscellaneous improvements

  • NEW - When you launch a new version of Quicken, we’ll provide an option to remove old versions of Quicken from the dock.
  • FIXED - When changing from a transfer to a regular category in the category field, remove the account in the transfer field. Thanks to RickO, JacobS and SMeyer from the forums for bringing this to our attention.
  • FIXED - Fixed an issue where deleting the address of a check would still print the address.

5.7.1 Fix

  • FIXED - Fixed an issue that caused some customers to crash when syncing a budget.

5.7.2 Fixes

  • FIXED - Fixed another issue that caused some customers to crash when syncing a budget.
  • FIXED - Fixed a crash that occurred while editing a payee and the payee had false Quick-Fill data. Thanks to Tim G. for reporting the issue and testing the fix.
  • FIXED - Fixed a crash that occurred when importing a Web Connect file that had unexpected error codes. Thanks to Peter S. who was instrumental in helping us figure out the issue.
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