Version 8.4 (December 2025)

Business & Invoicing

NEW You can now email invoices directly from Quicken and accept payments through Stripe
NEW Predefined Payment Terms are now available when creating invoices
NEW You can now assign Business, Client, and Billable fields to scheduled transactions
IMPROVED You can now edit Invoices and Clients using keyboard shortcuts
IMPROVED You can now delete transactions from Client Details > Transactions
IMPROVED Billable transactions that haven’t been invoiced are now labeled as Not Billed in Client Details
IMPROVED The Create Credit from Invoice option is now available from the Invoices list action menu
IMPROVED Clearer messaging is shown when accounts such as Client Invoices and Sales Tax are automatically created to support invoicing

Home Dashboard

NEW You can now duplicate and delete dashboard cards
NEW Added the ability to restore all dashboard cards and settings to their default state
IMPROVED Added a Clear All option to the Categories menu when customizing the Spending by Category card
IMPROVED The Spending by Category card now supports drilling down into categories to view subcategory spending, and reports generated from Other are now grouped by category
FIXED Fixed an issue that could cause incorrect reporting in the Spending by Category card when categorized transfer transactions were present

eBills & Bill Pay

NEW You can now add a new Quick Pay payee directly from Bill Pay > Pay with Quick Pay
IMPROVED A default category is now selected when adding a new eBill
IMPROVED Improved biller search when adding a new Quick Pay payee
IMPROVED The Amount field is now cleared when switching payees in the Make a Quick Pay Payment window

Accounts & Registers

IMPROVED You can now navigate directly to a transaction from the graph popover in Account > Balance
IMPROVED Performance when opening the Reconcile History window

Securities

Bug Fixes and Other Improvements

FIXED Fixed an issue where selected register values were not always fully highlighted
FIXED Addressed several issues that could result in broken transfers when downloading transactions
FIXED Fixed an issue that prevented transaction matching and the application of Renaming and QuickFill rules in Quicken Connect investment accounts
IMPROVED Improvements to report data storage to help reduce Quicken data file size
IMPROVED Improvements to CSV transaction import

8.4.1 Fixes

FIXED Fixed a sync issue that could occur in Quicken Business & Personal when working with files that have more than 200 clients
FIXED Fixed a few crashes that affected a small number of customers