Quicken Mac Help

Version 7.2 , 7.2.1, 7.2.2, & 7.2.3 (7_2023, 8_2023, & 9_2023)

Accounts

  • NEW - In Quicken, you can now link a new account to a “hidden” account. All eligible accounts, regardless of their status, appear in the list for linking.

  • NEW - If you have numerous accounts (15 or more) with the same financial institution, it is now easier to choose which accounts you would like to add, or link, in Quicken.

Payments

  • NEW - If you pay your bills on your Biller's website, now you can save the website’s URL in Quicken for fast and easy access.

  • NEW - As more financial institutions migrate to new, more secure login methods, changes are required to receive eBills. We have improved the process for adding, or updating, eBills for these institutions.

  • FIXED - The pane showing pending e-Bills can be expanded/collapsed by clicking the disclosure triangle to review all pending bills.

Dashboard

  • NEW - You can now view your securities by Name or Symbol on the Investments Dashboard Holdings card.

  • FIXED - We fixed a bug that prevented the graph from displaying in the Home Dashboard Net Worth card in some cases.

  • FIXED - Improved accuracy of detail report created from the Top Home Dashboard Top Spending Payee card.

  • FIXED - Top Spending Payee card now excludes transfer transactions.

Other changes

  • NEW - Added ability to change tag colors in Tags list using multi-select.

  • NEW - Added a help popover in Loans What If tab to describe the powerful, new graphing features.

  • NEW - For easy access to the Beta Program, we added a link to the Beta program website under the Help menu.

  • IMPROVED - Significantly improved performance when using the disclosure buttons to expand & collapse data in large reports.

  • IMPROVED - Minor change to the sidebar disclosure triangle appearance to more easily see that there is more information beneath a particular item.

7.2.1 Fixes

  • FIXED - Bug fixes

7.2.2 Fixes

  • FIXED - Bug fixes

7.2.3 Fixes

  • FIXED - Fixed an issue that could cause duplicate investment accounts

  • FIXED - Fixed an issue on macOS Sonoma that prevented the register columns pop menu from appearing