Version 8.5 (February 2026)
Investments
NEW Added Portfolio Value and Portfolio Value & Cost Basis reports
IMPROVED You’ll now be alerted when manually entered or edited investment transactions affect placeholder transactions
NEW You can now open Security Detail from the Securities list
FIXED Improved performance calculations (IRR/ROI) for short positions so gains and losses are reflected correctly
Bills & Payments
NEW You can use a custom date in Bills & Income > Projected Balances
IMPROVED Scheduled Transactions now support variable amount options (Fixed, Average of Last N, Last Year Prior)
IMPROVED The Bills tab eBill column now shows additional amounts, such as Minimum Due and Balance
NEW Added an Edit and Mark as Paid option to the Scheduled Transaction status icon in registers
Dashboard & Registers
IMPROVED Added a Pay Online action to the in-register scheduled transaction editor
IMPROVED Updated the visual appearance of the register transaction mini-toolbar displayed when editing a scheduled transaction
IMPROVED The Learning Center now includes new slides covering date field shortcuts and matching downloaded transactions with manual or scheduled transactions
IMPROVED You can now view details for matched downloaded transactions by clicking the matched status icon
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
IMPROVED View item prices and descriptions directly in the Products & Services menu when creating an invoice
NEW Mileage tracking data is now included in QXF exports for transferring data between Quicken Mac files
Connectivity & Imports
NEW Added a sample CSV to the Import Security Prices from a CSV Filewindow as a reference template
FIXED Resolved an issue that could cause an account sync error to appear on every sync
Other
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
ANNOUNCEMENT Quicken Mac version 8.5 is the final version that supports macOS 12
8.5.1 Fixes
FIXED Fixed an issue introduced in 8.5 that could cause a 2–3 second delay when editing a scheduled transaction series
FIXED Fixed an issue where the Due Date column in Bills & Income did not advance when marking a scheduled transaction as paid or deposited
FIXED Fixed an issue where eBills could not be linked to scheduled transactions