Investments
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NEW Portfolio Value and Portfolio Value & Cost Basis reports now include graphs
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NEW Commodity and Cryptocurrency securities are now supported, including price downloads
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IMPROVED Expanded Asset Class options for securities: Mid-Cap Stocks, Real Estate/REIT, Commodity, and Cryptocurrency
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NEW Portfolio Value and Portfolio Value & Cost Basis reports now include date filters for faster time-range analysis
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IMPROVED Portfolio Value now includes Cost Basis and Gain/Loss columns, with support for column sorting
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IMPROVED Key columns now remain visible while scrolling horizontally in investing views, including Security in Portfolio Value & Cost Basis and Name/Lot in Capital Gains Estimator
Dashboard & Registers
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IMPROVED You can now adjust the text size in the sidebar, similar to the register
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IMPROVED Added keyboard navigation: use left/right arrows to switch focus between register and sidebar, and up/down arrows to move between accounts and sidebar items
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IMPROVED The chart in the Income and Spending tabs is now faster and more visually polished
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IMPROVED Added a Quick Report option to the right-click menu in Payees, Tags, and Categories, and to the Actions menu in Tags and Categories
Bills & Payments
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IMPROVED When choosing Edit and Mark as Paid for a Quick Pay or Check Pay bill reminder in the register, you are now prompted for the next step
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IMPROVED You can now change the final transaction date for scheduled series using End: After [X payments] or End: On date, including one-time schedules
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NEW Business, Client, and Billable fields are now supported in Bill Pay flows including Quick Pay, Check Pay, and Bank Bill Pay
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FIXED You can now change the account for an eBill-connected Bill Reminder
Business & Invoicing
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NEW You can now specify which Stripe payment methods are accepted per invoice (ACH, Credit Card, or both)
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NEW Added a Send Invoice button to the toolbar in Client Details > Invoices
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IMPROVED In the Client Invoices register, you can now right-click a payment to view all invoices it was applied to, including payments applied to multiple invoices
Connectivity & Imports
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FIXED Downloaded payee names now respect the Automatically improve the quality of downloaded payee names and categories setting
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FIXED The External Transfers account balance is now correct when importing selected accounts from Quicken Windows
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FIXED Improved reliability of QuickFill rules that contain transfers, reducing issues that could result in broken transfers
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FIXED QuickFill rules are no longer deleted unexpectedly after syncing
macOS System Requirements
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ANNOUNCEMENT Quicken 9.0 requires macOS 13 or later
9.0.1 Fixes
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FIXED Resolved an issue introduced in 9.0.0 that could cause an error when sending an invoice
9.0.2 Fixes
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FIXED Register display in dark mode on macOS 13 now renders correctly
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FIXED Quicken no longer hangs when saving a scheduled transaction series
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FIXED Resolved an issue introduced in 9.0.0 where the amount-field calculator could produce incorrect results when multiplying by values with three or more decimal places, such as $100 * 0.015 = $1.50
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FIXED Dashboard cards now display correctly after using Restore to default
9.0.3 Fixes
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FIXED Resolved an issue where using Edit and Mark as Paid in Bills & Incomecould record the payment without advancing the due date in some cases