Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.
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New: A new Setup Panel now provides guided setup for new customers. This handy new sidebar will help those new to Quicken get introduced to some key features: add accounts, categorize transactions, create budgets, manage bills, tax reporting, and more. (see View > Show Quicken Setup).
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New: Added a new help video about the Mobile & Web companion apps. Click the 'Mobile & Web' tab then click the video icon (see many more help videos at Quicken.com/support or YouTube.com/Quicken).
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Improved: Added a preference to automate lot assignment when accepting a downloaded sell transaction in an investment account during reconciliation.
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Improved: Added the ability to specify a currency when creating an invoice.
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Improved: Added the ability to see the percentage difference in budget reports for both current and past budgets.
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Improved: Updated the IRS mileage rates for 2020 business vehicle expenses.
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Improved: Several improvements to the Quicken Help Tour cards, including keyboard navigation.
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Improved: Removed column 'Linked to Biller' in 'Manage Manual Bills and Income' window.
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Fixed: An issue in which some customers saw the Update Cash Balance screen when selecting Update Share Balance.
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Fixed: An issue in which split category amounts could not be found in global searches unless a comma separator was used.
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Fixed: An issue in which Validate & Repair was not properly resolving unaccepted transactions, which prevented the deactivation of accounts with that issue.
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Fixed: An issue in which changing a budget amount did not automatically result in an update of the budget report.
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Fixed: An issue in which the Net Worth report was showing a zero balance in some cases involving employee stock options.
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Fixed: An issue in which Quicken was unable to import 2019 TurboTax files.
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Fixed: An issue with the Find and Replace feature.
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Fixed: Several issues related to the investment register, including an issue in which the printed investment account register did not include all transactions.
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Fixed: Several issues related to unexpected crashes and errors.
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Fixed: Several user interface or text issues.