Quicken Mac Help
Quicken Mac Help
Breadcrumbs

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

8.3.3 Fixes 

  • IMPROVED Increased the default width of the Due column in Bills & Income > Bills for better visibility

  • IMPROVED Improved error messaging when a financial institution temporarily blocks transaction downloads, providing clearer guidance to users

  • FIXED Resolved an issue where Business, Client, and Billable fields could appear in the Checking group account register in non–Business & Personal editions

  • FIXED Fixed an issue that prevented automatic transaction matching and the application of Renaming and QuickFill rules in some investment accounts