Version R68.32 (Jul, 2026)
What’s New
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Added column reordering to account registers.
What’s Improved
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Updated Customer Statements to remember the previously selected customers.
What’s Fixed
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Resolved an issue where bill reminders could lose their category after matching.
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Resolved an issue where newly added categories and securities were missing from saved reports.
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Resolved an issue with the default interval for the portfolio graph by account on the Home tab.
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Resolved an issue where investment transaction amounts for Cash transactions were sometimes overwritten by the memorized payee amount.
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Resolved an issue where custom asset classes all appeared black in the asset allocation chart.
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Resolved issues that could occasionally cause crashes.
Version R67.8 (Apr, 2026)
What’s Improved
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Added a "Last 12 Months" date range option to the Top Spending, Income & Expense, Portfolio Value, and Top Payees cards on the Home Dashboard.
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Enabled the updated Reports & Graphs Center and Customize Report screens for all users.
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Added the Category Type column to the Select Categories list in Customize Reports.
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Added a "Don't show again" option to the scheduled payment matching prompt.
What’s Fixed
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Modified the Tax Reports to include transactions with categories associated with tax line items, even if the “tax-related” flag for the category is not set.
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Resolved an issue where the "Last 6 Months" filter on the Portfolio Value dashboard card did not include the current month's data.
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Resolved a portfolio value mismatch between the card header and graph on the Dashboard.
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Resolved an issue where investment transfer transactions (such as BuyX and SellX) were split into two separate transactions after exporting and importing a QXF file.
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Resolved an issue where investment partnership security types changed after QXF export and import.
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Resolved an issue where the "Estimate Amount For Me" setting did not save on transfer reminders.
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Resolved an issue where scheduled updates could stop running after the first one.
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Resolved an issue where One Step Update could corrupt paycheque split amounts and details in files with Cloud Sync enabled.
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Resolved an issue where converting an account from Web Connect to Express Web Connect could create duplicate transactions.
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Resolved an issue where renaming rules were not applied to transactions downloaded into linked cash accounts associated with brokerage accounts.
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Resolved an issue where some windows could extend beyond the screen in Large Font mode.
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Resolved issues that could cause unexpected crashes in some situations.
Version R66.26 (Mar, 2026)
What’s Improved
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Added support for treating more than one money market fund as cash in brokerage account settings.
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Improved the investment transaction search results dialog layout and column labels.
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Improved the Add Security window and made the instructions to add crypto and precious metals easier to find.
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Improved category search and account group selection in report customization.
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Updated the Investment Partnership Detail report to support import and export of Buy and BuyX transactions.
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During account connection migration, Quicken now adds an adjustment transaction instead of changing the Opening Balance transaction.
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Simplified the reauthorization flow for EWC+ accounts to reduce steps and make completion clearer.
What’s Fixed
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Fixed an issue that could cause invalid date entry in report customization.
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Fixed an issue where using Enter key didn’t commit date changes in report customization.
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Fixed an issue where syncing an auto-matched transaction could update the wrong balance.
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Fixed an issue where reactivating a deactivated account could add an incorrect balance adjustment.
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Fixed an issue where pending transactions could be duplicated.
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Fixed an issue where an attachment could disappear from a transaction after you changed the transaction’s category.
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Fixed an issue where a posted transaction could be missing after a pending transaction was removed.
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Fixed an issue where editing a pending transaction could leave blank lines in the register.
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Fixed an issue where a Miscellaneous Expense entered after a cash transfer in an IRA account could be recorded as a transfer.
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Fixed an issue where One Step Update could change a split paycheck’s second deposit to a payment and could remove past-due paychecks.
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Fixed issues that could cause crashes or slow performance in some cases.