Quicken Windows Help

Release R12.8 (Canada Versions, Sept 2018)

Before you take this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud and also make a backup of your data file.

  • New: Ability to remove the transaction password using a One Time Password (OTP) that you can receive at your registered email address or through a text message to your registered mobile number.

  • New: Ability to remove your Data File password using a One Time Password (OTP) that you can receive at your registered mobile or email address.

  • New: Find all the Quicken Data Files on your computer using the File > Find Quicken Files option.

  • Improved: Accounts in the Account bar now show cents in account balances by default. To change this, you can right-click any account and uncheck the Show cents in amounts option.

  • Improved: In addition to your backup settings, data files are now automatically backed up each time you update Quicken to the latest version.

  • Improved: Ability to exclude hidden or closed accounts in Find and Replace operations.

  • Improved: Quicken now remembers and auto-suggests the last-used email address in the From and Subject fields on emailed invoices and reports.

  • Improved: File Validate repairs 0:0 stock splits.

  • Fixed: An issue where, in some cases, subtotals in the Portfolio Value report were miscalculated.

  • Fixed: An issue where renaming rules did not apply correctly for transactions downloaded using some Web Connect accounts.

  • Fixed: An issue where some bill reminders were not displayed in the Calendar view.

  • Fixed: An issue with generating a Year-End Copy.

  • Fixed: An issue where, in some cases, check numbers were deleted when trying to sync Quicken desktop and mobile devices.

  • Fixed: An issue where Quicken displayed incorrect dates when the security price was $0.

  • Fixed: An issue where the Annual Average Return or Internal Rate of Return (IRR) values of accounts were incorrectly displayed in the Portfolio view.

  • Fixed: An issue where, for some users, the Net Worth report displayed incorrect account balances.

  • Fixed: Multiple issues with filters on the Bills dashboard.

  • Fixed: An issue where loan accounts associated with asset accounts could not be deactivated.

  • Fixed: A rounding issue with budget totals.

  • Fixed: An issue where the keyboard shortcut CTRL+<right arrow> did not work as expected.

  • Fixed: An issue where banking transactions from Investment accounts were not displayed on the Spending Graph.

  • Fixed: An issue with adding attachments to Memorized Transactions.

  • Fixed: An issue where some cash transactions were not listed in some Spending reports.

  • Fixed: An issue with the Net Worth calculation.

  • Fixed: An issue where, in some cases, customizations to the Income vs. Expenses graphs were not applied correctly.

  • Fixed: An issue where the Current Budget report displayed zero value amounts, even when configured to display only the non-zero value amounts.

  • Fixed: An issue where some users were unable to delete transactions from the Reconcile window.

  • Fixed: An issue where, in some cases, Quicken crashed when printing invoices.

  • Fixed: A few cases where we would allow you to continue using the product even if you had not been able to sign in successfully.

  • Fixed: An issue where invoice reminders were not appearing in the combined Bills & Income view.

  • Fixed: An issue where reminder amounts were incorrectly displayed under the Projected Balances tab.

  • Fixed: A performance issue when loading the category list.

  • Fixed: An issue where the Investment Transaction Report shows cash transactions even when the cash action is not selected.

  • Fixed: An issue where account-related actions were not displayed when clicked on the Accounts Action button.

  • Fixed: An issue where optional amount fields were treated as mandatory when reconciling Credit Card accounts.

  • Fixed: An issue where entering two-digit dates was not allowed on the reports custom date field.

  • Fixed: A few user interface issues, text issues, and crashes.