Version 8.1 (March 2025)
Sidebar
IMPROVED You can now resize the Separate Accounts section in the sidebar, offering more control over how you view and organize your accounts
Investments
NEW An Account filter has been added to the Capital Gain Estimator, allowing you to display securities by specific account (available in Deluxe, Premier, and Business & Personal subscriptions)
Zillow integration (available in the US for Premier and Business & Personal subscriptions)
IMPROVED The status of the property account linked to Zillow is now displayed in the Connection Status window
IMPROVED A blue dot next to Real Estate accounts now indicates that the account has received a price update
Business & Personal
NEW The new Invoices card on the Business dashboard provides quick access to invoice status, including totals for Open, Overdue, and Paid invoices
NEW You can now use the View Activity feature for an invoice, which displays a log of relevant actions and dates to help you quickly track its progress
NEW You can now easily import and export Clients information in Quicken, streamlining your client management process
NEW Added a Void Invoice feature, which lets you cancel invoices while preserving their records for tracking purposes
NEW You can now create a new category directly from the Create/Edit Product or Service window, simplifying the process of adding and organizing items
NEW You can now view the related invoice when deleting an in-use Billable Expense transaction from the register
NEW A Deposit Funds button has been added to Undeposited Funds accounts, making fund transfers easier
IMPROVED The invoice status now appears directly on the invoice, making it easy to see its current state (e.g., Draft, Open)
IMPROVED Invoice number(s) related to Client Payment transaction are now displayed in the Accounts Receivable register for better tracking
IMPROVED The Cash Flow report is now calculated using the indirect method, providing a more comprehensive view of cash flow
IMPROVED Users can now enter non-numeric values in the Invoice # field, offering more flexibility in invoice management
IMPROVED The Totals line on the Accounts Receivable Aging report now displays the sum for each column, making it easier to review outstanding balances
IMPROVED Added a Memo field in the Issue Refund window
IMPROVED Client column is now available on drill down detail reports, allowing for more financial insights and better client tracking
Other
IMPROVED Updated settings for 2025 IRS tax brackets, mileage rates, and quarterly Business Estimated Tax due dates
NEW Added a new item to the Q menu (main window) and Quicken menu (menu bar) for quick access to information about Quicken LifeHub
IMPROVED Updated the financial institution (FI) search in the Add Account flow to prioritize popular financial institutions, displaying them at the top of the search results