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Version 6.3.0, 6.3.1, 6.3.2 & 6.3.3 (7_2021, 8_2021, & 9_2021)

6.3 is here! We improved investments and budgets, reconciled, and added a bit of darkness. Read on to find out more!
New investment dashboard and simple investment tracking

  • NEW - The new investment dashboard gives you a quick glance at your holdings. It highlights the top movers for the day and provides an allocation view of securities and asset classes.
  • NEW - Many people find investment accounts complicated and overwhelming. For these customers, we've created our simple tracking option. Simple tracking lets you focus on the information that matters most. You don't have to deal with the complications and hassle of tracking individual investment transactions.
  • IMPROVED - We added one-week, one-month, three-month, and six-month options to the Portfolio Chart.

Budget detailed mortgage payments and auto-reconcile accounts

  • NEW - You could always budget your mortgage payment if you used a loan payment category. Now, you can also budget your mortgage payment using a detailed scheduled transaction. Look for Loans (Detailed Payments) in the budget category picker and choose the loan payment you want to track.
  • NEW - We've made big improvements to our reconcile feature in the past two releases and this release continues to make advancements. In this release, we're giving you the ability to auto-reconcile online accounts. When you use auto-reconcile, if the online account balance matches your Quicken balance, your transactions are automatically marked as reconciled. Alternatively, you can set Quicken to notify you if the two balances match, and you can still manually review the transactions and mark them as reconciled.

Better indicators and notifications to be able to take action faster

  • NEW - We've always had blue dots on the sidebar to indicate when an account had new transactions. Now, the Quicken sidebar will also notify you when there are issues with an account. Selecting a notification dot will bring up the account status window.
  • NEW - Because we believe many people will prefer our new sidebar indicators to the Activity Status window, we've given you the ability to turn off Account Status so it doesn't appear after updating accounts.
  • NEW - If there are issues with an account, a status banner will appear at the top. In most cases, there will be a button to start the process of fixing the account.
  • IMPROVED - We continue to get Care calls from customers who think they've lost transactions only to find out their register was filtered. We've changed the Clear Filters button from white to green to make it easier to see when your register is filtered.

New early access feature and the beginnings of Dark Mode

  • NEW - We've created a feature called Early Access in which you can get an early look at new features before they are "officially" shipped. By selecting this feature, you will also be the first to be notified when we release updates. Check it out in Preferences.
  • NEW - The inaugural Early Access feature is Dark Mode. We've had a large number of customers ask for this feature, but we knew it was going to take multiple releases to complete. We're introducing Dark Mode under the Early Access banner with the understanding there continues to be a number of cosmetic issues that remain to be fixed but for many of you, the current state might be good enough. Let us know what you think or report issues by using the Report a Problem feature under the Help menu.

6.3.1 Fixes

  • FIXED - Fixed an issue in which the Portfolio View settings weren’t saved or restored.
  • FIXED - Fixed an issue in which accounts with different currencies were incorrectly grouped together when selecting Investing, Brokerage, Retirement, or Education in the sidebar.
  • FIXED - Fixed minor stability and quality issues.

6.3.2 Fixes

  • IMPROVED - The Investment Dashboard now displays information from the same accounts that you have selected for your Portfolio and Transaction views. You'll see this information when reviewing the Investing, Brokerage, Retirement, and Education groups.
  • FIXED - Restored the previous colors used in our Calendar View.
  • FIXED - Fixed minor stability and quality issues.

6.3.3 Fixes

  • FIXED - Fixed an issue in reconcile where the first screen incorrectly displayed the register.
  • FIXED - Fixed minor stability and quality issues.
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