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2024 Quicken Canada Release Notes

Version R60.18 (Dec, 2024)

What’s Improved

  • Access to the "Collapse all graphs in reports by default" setting has been added to the Display dialog in reports.

  • The Account Bar now displays totals for individual sections within main account groups.

  • You can now search for specific settings in the Preferences dialog.

What’s Fixed

  • The Investment Asset Allocation report no longer includes sold or expired securities.

  • Transaction dates retain separator hyphens when using the (ddd dd-MM-yyyy) short date format (e.g., Tue 12-11-2024).

Version R59.9 (Oct, 2024)

What’s Improved

  • Updated page scaling functionality for reports, enabling adjustment of report width and height with changes reflected in the print preview.

  • Added color coding for Gain, % Gain, Change, and % Change values on the Security Detail view, using green for positive and red for negative values.

What’s Fixed

  • Transactions now appear in the Security Detail view for holdings in investment accounts marked as Separate.

  • The Recent Payments section on the Bills tab now loads properly after restarting with Show recent activity selected.

  • Resolved a crash when scrolling the Memorized Payee List in the Edit Transaction Group under Bills.

  • Transactions now appear in the Security Detail view for holdings in investment accounts marked as Separate.

  • The sort preference in the Portfolio section of the Investment Dashboard is now retained when changing the account selection.

  • Manually entered stock prices in the Edit Price History now retain decimal formatting instead of converting to fractions in the Canadian edition.

  • Bond transactions (Bought and Sold) are now correctly accepted into the register for customers with Auto Accept turned on.

  • Issue viewing Investment Dashboard in Quicken Classic for Canada.

  • Corrected an issue in the Move Transactions tool for investment accounts where the wrong transactions were being selected.

  • Pending transactions edited in companion apps now retain their category after syncing back to Quicken Windows.

  • Rollover for budget parent categories now works correctly when the Everything Else section has a non-zero amount.

  • The _RlzdGain category in the Planning tab now consistently shows net gain/loss, aligning with the budget and income/expense reports.

  • Addressed an issue preventing login to Quicken for Windows on non-English language operating systems.

  • Resolved an issue causing Quicken to crash when opening data files due to .NET framework installation errors.

Version R58.8 (Aug, 2024)

What’s Improved

  • Added options to show or hide hidden accounts across various dialogs.

  • Modernized Preferences dialog with increased size, improved spacing, and added icons.

What’s Fixed

  • Performance issues resulting in slowdowns or missing elements.

  • The Portfolio Value report incorrectly included information on short sales and covers.

  • Tax Reports opened with inconsistent default years.

  • Issue opening files.

  • Issue accessing the Planning tab.

  • Investing register did not allow zero-dollar transactions.

  • Manual paycheque transactions were synced when sync was disabled.

  • Issue entering text into business invoice emails.

  • A crash sometimes occurred when selecting Holdings for investment accounts.

  • A crash sometimes occurred when creating a new category and repeatedly clicking outside the dialog box.

  • One Step Update Summary did not display all updated accounts in rare cases.

Version R57.25 (Jul, 2024)

What’s Fixed

  • The alternate row coloring setting is now hidden for reports that don't support it.

  • Some manual backup files were being deleted due to an automated file backup limit.

Version R57.12 (Jun, 2024)

What’s Improved

  • Imports from Quicken Mac Business & Personal now include additional business information.

  • Added institution names to icons of top listed financial institutions.

  • Print preview for reports is more readable.

  • Added an option for customers to hide/show Hidden accounts in reports.

  • Customers can now set display options for individual reports.

What’s Fixed

  • Closed and Hidden accounts were not included by default in cards.

  • Excessive login requests for customers.

  • Issue expanding Compare-to-Register (C2R) display.

Version R56.9 (May, 2024)

What's Improved

  • Added an option to select and remove unmatched transactions from the Manually Match Transactions list.

What's Fixed

  • Fixed an issue where editing categories with Find/Replace unexpectedly added new payees to the memorized list.

  • Resolved the issue where the Due In xx filter in Bills & Income incorrectly reset to 14 days after being changed.

  • Fixed an issue resulting in balance discrepancies in the Net Worth and Account Balance reports.

  • Fixed an issue where weekly reminders would duplicate in the Transactions tab of the Category History within the Budget.

Version R55.15 (Mar, 2024)

What's Improved

  • Enhanced the Compare to Register search functionality to clear the search text in the search box automatically when search results are cleared.

  • Enhanced the Investment Partnership Report by consolidating two separate reports into one with toggles for "show detail" / "hide detail".

  • Enabled the paste option in the All Transactions register. Now users can copy and paste transactions across different sections of the register.

  • Improved validation process to offer feedback on modifications made during data file validation, such as identifying specific items removed or repaired.

  • Improved One Step Update progress screen with clearer messaging, reduced user interruptions and faster updates.

  • Modified the automatic backup creation during the patch process to occur only after a user opts to install the patch, eliminating confusion from premature backup files when patch installation is delayed or cancelled.

  • Improved startup performance by implementing several optimizations and removing unnecessary checks and outdated code.

What's Fixed

  • Corrected a display error where selecting multiple accounts in Projected Balances showed a blank dialog for the report’s Customize feature.

  • Resolved an issue in the "Subtotal by" functionality within Customize for reports, ensuring accurate subtotalling in the Capital Gains report according to the selected criteria.

  • Aligned Net Worth calculations between the account bar and dashboard card, addressing discrepancies related to rounding or conversion errors.

  • Resolved an issue affecting the synchronization of Business Intent Credit cards with web and mobile applications, causing a disruption in transaction downloads.

  • Eliminated logo duplication for financial institutions in the Account Add dialog.

  • Resolved an issue where only a portion of scanned receipt attachments appeared in the Transaction Attachments screen.

  • Corrected stock split calculations in Net Worth and Account Balance reports without intervals.

  • Aligned Reports & Graph Center budget report options with existing budget settings.

  • Fixed various crashes including a crash that sometimes occurred in Quicken's Payee Search.

Version R54.17 (Feb 2024)

What's Improved

  • Improved the graph in the Income by Security report, now allowing for stacked bars to display income by security or income by type (e.g., dividends, interest) when subtotalling by month, quarter, or year, with an added option to show period-to-date income.

  • Enhanced the Investment Performance report by incorporating Overall Total IRR (Internal Rate of Return), providing users with a meaningful indicator of their investment performance.

  • Quicken now automatically turns on the settings to remember new payees and any changes in categories and amounts when entering transactions, simplifying the categorization process.

  • Portfolio View Options now allow users to specify that dividends from the quote feed should be used for Estimated Income.

What's Fixed

  • Fixed an issue where Quicken incorrectly displayed an error screen if financial institution information was missing when updating transactions during an account set up for Web Connect. Quicken now directs customers to the financial institution website.

  • Fixed a display issue in the Investing dashboard that occurred when Large Font mode was turned on.

  • Fixed an issue where custom category groups containing transfer transactions were not appearing in the budgeting view, making it difficult for customers to budget those categories.

  • Quicken now ensures that transfers are linked correctly on the companion app.

  • Fixed a display issue where the category menu opened on the wrong screen when using multiple displays stacked on top of each other.

  • Fixed an issue where the rollover budget amount was not updating when modified from the Web app, even after performing a cloud sync.

  • Resolved a printing issue where customers were unintentionally printing all checks when attempting to print a single check. Additionally, corrected the display of the Canadian spelling "Cheque" in some cases.

  • Resolved issue where user-entered budget data disappeared after sync in Quicken.

  • Long payee names with added spaces in the payee field were causing display issues.

  • When the Account Balances report was launched from the “Report” button within the Property and Debt tab, in some cases Investment Accounts displayed inaccurate balances.

  • In rare cases, when adding or updating financial institution connections, the default “link to” account was to an incorrect account type or institution.