Version 8.3 (September 2025)
Investments
IMPROVED We now default to Detailed Tracking when adding accounts at financial institutions that support detailed tracking
NEW You can now bulk-import security prices (from a single CSV file with prices for multiple dates and multiple securities)
FIXED The Portfolio Graph now shows negative values even when set for “Y-Axis starts at zero”
IMPROVED You can now add the cost basis of holdings within the Capital Gains Estimator
Accounts
NEW Easily organize your accounts within each account type group in the Sidebar to match your personal workflow
NEW A new graph for banking account registers that allows you to see the account balance over time and projected balances is now available in a new Balances tab (available in Premier and Business & Personal subscriptions)
NEW A new keyboard shortcut (⌘ + L) is available to access the Reconcile Account window
NEW You can now update a single account by right-clicking on the account in the sidebar
IMPROVED A Balance column is now included in All Transactions and account group registers, letting you view running account totals at a glance
Business & Personal
NEW You can now create a new Client from the register
IMPROVED You can now import mileage records from CSV files
IMPROVED You can now easily customize the columns displayed in the Mileage tab
NEW You can now assign a client to a mileage record
NEW You can now make a mileage record billable
NEW You can now import and export the Client list from the File menu
NEW New Mileage tab in Client Details provides a quick way to review mileage records associated with each client
Transactions, Registers, and Dashboard
FIXED Resolved an issue where bills for $0 were always entered as Income after using Edit & Mark as Paid to edit the amount
IMPROVED Added a setting at Quicken > Settings > Registers to control how the Tab key behaves in the Date field. When enabled, pressing Tab exits the Date field in one step; when disabled, Tab moves between the month, day, and year before exiting
NEW Quickly jump to the other side of a transfer transaction using the keyboard shortcut ⌘ + [ or the register’s contextual menu
NEW You can now customize the Top Spending Payees card by payee and the Spending by Category card by category for a more tailored dashboard view
Invoicing
IMPROVED Products and Services and Sales Tax lists now allow Hide and Taxable options from the contextual menu when you right-click on a row
IMPROVED Invoice Activity timeline now shows credited/refund activity
IMPROVED You can now preview a newly added logo to see how it will appear before creating a new invoice
NEW You can now specify which business details you want shown on printed invoices
FIXED Long notes were sometimes truncated on printed invoices. This has been fixed.
IMPROVED You can now reorder product/service lines on invoices
NEW Added an Invoice Actions menu to invoice windows, making it easier to perform common tasks such as receiving payments or issuing a refund
8.3.1 Fixes
FIXED The Bills & Income > Projected Balances graph now remembers the “Y-axis starts at zero” setting
FIXED Fixed a bug that could cause the client name to not appear on printed invoices
IMPROVED The sync requirement for eBills, introduced in 8.3.0, has been removed
8.3.2 Fixes
IMPROVED The DUE column in Bills & Income > Bills now displays the due date in addition to the number of days a bill is due or overdue
FIXED Fixed a bug where the business email and phone number were not added to new invoices by default
FIXED Other bug fixes and improvements