Quicken Mac Help

Version 9.0 (April 2026)

Investments

  • NEW Portfolio Value and Portfolio Value & Cost Basis reports now include graphs

  • NEW Commodity and Cryptocurrency securities are now supported, including price downloads

  • IMPROVED Expanded Asset Class options for securities: Mid-Cap StocksReal Estate/REITCommodity, and Cryptocurrency

  • NEW Portfolio Value and Portfolio Value & Cost Basis reports now include date filters for faster time-range analysis

  • IMPROVED Portfolio Value now includes Cost Basis and Gain/Loss columns, with support for column sorting

  • 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

  • IMPROVED You can now adjust the text size in the sidebar, similar to the register

  • 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

  • IMPROVED The chart in the Income and Spending tabs is now faster and more visually polished

  • IMPROVED Added a Quick Report option to the right-click menu in PayeesTags, and Categories, and to the Actions menu in Tags and Categories

Bills & Payments

  • 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

  • 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

  • NEW BusinessClient, and Billable fields are now supported in Bill Pay flows including Quick PayCheck Pay, and Bank Bill Pay

  • FIXED You can now change the account for an eBill-connected Bill Reminder

Business & Invoicing

  • NEW You can now specify which Stripe payment methods are accepted per invoice (ACHCredit Card, or both)

  • NEW Added a Send Invoice button to the toolbar in Client Details > Invoices

  • 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

  • FIXED Downloaded payee names now respect the Automatically improve the quality of downloaded payee names and categories setting

  • FIXED The External Transfers account balance is now correct when importing selected accounts from Quicken Windows

  • FIXED Improved reliability of QuickFill rules that contain transfers, reducing issues that could result in broken transfers

  • FIXED QuickFill rules are no longer deleted unexpectedly after syncing

macOS System Requirements

  • ANNOUNCEMENT Quicken 9.0 requires macOS 13 or later

9.0.1 Fixes

  • FIXED Resolved an issue introduced in 9.0.0 that could cause an error when sending an invoice

9.0.2 Fixes

  • FIXED Register display in dark mode on macOS 13 now renders correctly

  • FIXED Quicken no longer hangs when saving a scheduled transaction series

  • 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

  • FIXED Dashboard cards now display correctly after using Restore to default

9.0.3 Fixes

  • 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