Budgets
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NEW The Budget vs. Actual report compares budgeted and actual income and expenses by category. Open it from Budget in Reports or from the Budget window. Select an Actual amount to see the transactions behind it
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NEW Edit individual budget amounts from the 12-Month view, see how each amount was calculated, and override a category’s rollover amount
Dashboard & Registers
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NEW The Sidebar now shows each account’s Display Color by default, with an option to turn account colors off
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NEW With a Premier or Business & Personal subscription, create custom account groups to organize your Sidebar
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IMPROVED In Account Settings, choose a Register Color separately from an account’s Display Color, and apply a Display Color to other accounts in its Sidebar group
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IMPROVED You can now select Other in the Dashboard’s Spending by Category chart to see the categories it contains
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IMPROVED You can now drill down from a category to its payees in a register’s Spending or Income tab
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IMPROVED The account balance in the account header remains visible when you switch to the Spending, Income, or Balance tab
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FIXED When Include Business Data is turned off in a Net Worth report, drilling into an account no longer shows business transactions
Investments
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NEW Group the Portfolio Value report by account, asset class, or security type, then drill down from the chart to explore each group
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IMPROVED You can now add the Symbol column to the Investment Performance report
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IMPROVED For investment accounts at supported financial institutions, Money Market Fund Tracking in Account Settings now makes it clearer whether a fund is tracked as Cash or Positionand how to change it
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FIXED The Portfolio Value & Cost Basis report performs better with large investment files
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FIXED Weekly cryptocurrency and commodity quotes no longer overwrite daily price history
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FIXED Security price updates are more reliable, including a fix for a hang that could occur while updating prices
Business & Invoicing
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NEW With a Business & Personal subscription, create recurring invoices for repeat clients, choose when Quicken creates them, and optionally have them emailed automatically
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NEW Use the Recurring Invoices window to edit, pause, skip the next invoice, resume, or end a recurring invoice series
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IMPROVED With a Business & Personal subscription, you can now filter reports by business or client to focus on the data you need
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IMPROVED Invoices are now included when you import a QXF file from Quicken for Windows
Connectivity & Imports
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IMPROVED In Settings > Connected Services, control improvements to downloaded payee names and automatic category assignment separately
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FIXED Connection Status keeps newly downloaded transaction counts visible after you complete a multifactor authentication prompt