Investments
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NEW Added Portfolio Value and Portfolio Value & Cost Basis reports
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IMPROVED You’ll now be alerted when manually entered or edited investment transactions affect placeholder transactions
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NEW You can now open Security Detail from the Securities list
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FIXED Improved performance calculations (IRR/ROI) for short positions so gains and losses are reflected correctly
Bills & Payments
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NEW You can use a custom date in Bills & Income > Projected Balances
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IMPROVED Scheduled Transactions now support variable amount options (Fixed, Average of Last N, Last Year Prior)
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IMPROVED The Bills tab eBill column now shows additional amounts, such as Minimum Due and Balance
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NEW Added an Edit and Mark as Paid option to the Scheduled Transaction status icon in registers
Dashboard & Registers
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IMPROVED Added a Pay Online action to the in-register scheduled transaction editor
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IMPROVED Updated the visual appearance of the register transaction mini-toolbar displayed when editing a scheduled transaction
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IMPROVED The Learning Center now includes new slides covering date field shortcuts and matching downloaded transactions with manual or scheduled transactions
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IMPROVED You can now view details for matched downloaded transactions by clicking the matched status icon
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IMPROVED Updated the transaction status icon for manually matched transactions to display an orange pencil with a blue dot for clearer distinction between manual entry and downloaded match status
Business & Invoicing
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IMPROVED View item prices and descriptions directly in the Products & Services menu when creating an invoice
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NEW Mileage tracking data is now included in QXF exports for transferring data between Quicken Mac files
Connectivity & Imports
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NEW Added a sample CSV to the Import Security Prices from a CSV Filewindow as a reference template
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FIXED Resolved an issue that could cause an account sync error to appear on every sync
Other
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NEW Added a Quicken LifeHub toolbar icon for quick access, including the option to View LifeHub and Send File Summary (subscription required)
Future macOS System Requirements
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ANNOUNCEMENT Quicken Mac version 8.5 is the final version that supports macOS 12
8.5.1 Fixes
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FIXED Fixed an issue introduced in 8.5 that could cause a 2–3 second delay when editing a scheduled transaction series
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FIXED Fixed an issue where the Due Date column in Bills & Income did not advance when marking a scheduled transaction as paid or deposited
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FIXED Fixed an issue where eBills could not be linked to scheduled transactions