Version 7.6 & 7.6.1 (3_2024)

Lists

• IMPROVED - In Tags and Categories lists, you can now hide/show, see the number of uses, and run a report for each used item.

Investments

• IMPROVED - We have updated the layout of the Schedule 3 - Capital Gains and Losses report to more closely match the Canadian tax reporting requirements.

Dashboard

• IMPROVED - You can now customize Home Dashboard cards to edit card names and choose which accounts are reflected in each card.
• IMPROVED - Spending by Category cards now show as many categories as will fit when the card changes size.

Business & Personal

• IMPROVED - Mileage Trips now have the option to show starting and ending columns.
• NEW - You can now import Business Entity information using QXF Export from (US) Quicken Windows Release R55 or later.

Other Improvements

• IMPROVED - Improved performance when updating accounts in files with many renaming rules.
• IMPROVED - Now find backup settings on a new Backup tab in the Settings window.

7.6.1 Fixes

• FIXED - Fixed a problem where account filter pop-ups in existing files could show the wrong setting in 7.6.0; for example, the Investing register could be set to All Savings Accounts and no data would be shown.
• FIXED - The connection status of hidden accounts is now correctly reported.