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: Added the ability to toggle display of cents in the Portfolio View. This can now be selected on the Portfolio page under Options.
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Improvement: Changes to Quicken Bill Manager, including messaging and tracking, as well as fixing issues related to payment status and reminders. Standardized right-click menus so they are consistent between the Dashboard and the register.
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Improvement: Improved the behavior of Get Started functions for tabs.
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Improvement: Made Show hidden transactions the default setting for new data files.
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Improvement: Financial institution searches now display a No Results Found message when there are no search results.
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Improvement: Increased number of decimal spaces in Estimated Income for securities to improve accuracy.
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Fixed: Multiple minor UI issues related to button display, positioning, text alignment, and tool tips.
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Fixed: Sync issues including issues syncing when changing IDs, syncing budgets to the cloud and other Windows-to-cloud syncing, syncing text files, and issues with syncing occurring when the syncing feature was turned off.
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Fixed: Issues related to budgets, including data file states, communication with Quicken for the Web, and missing transfer transactions. An issue in which payroll deductions weren't accurately reflected in the budget.
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Fixed: Display issues in Quicken Setup. Also, issues with categories when setting up a budget from Quicken Setup.
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Fixed: An issue with Update Share Balance in which, if there was a placeholder transaction on the exact day that you specified a new balance, the share balance did not change.
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Fixed: Issue with One Step Update signing into ICQ.
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Fixed: An issue in which clearing out the register search filter resulted in auto-accepting a downloaded transaction if the transaction was highlighted
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Fixed: An issue in which the transaction renaming rule prompt failed to appear if multiple edits were made to the transaction.
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Fixed: An issue in which the Quicken Authentication Manager failed to re-authorize valid Quicken IDs after reinstalling Quicken.
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Fixed: Crashes related to the export of investments and options securities.
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Fixed: An issue with duplicate accounts being created when creating a second dataset.
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Fixed: Communication and account transfer issues between the desktop application and Quicken for the Web.
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Fixed: An issue with adding billers to a copy of a data file.
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Fixed: An issue converting an online bill to a manual bill.
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Fixed: An issue with the Include Paid option not working properly under Income & Transfer.
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Fixed: An issue in which Quicken crashed when a password was set for the data file while trying to import from TurboTax.
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Fixed: An issue in which the Sign In dialog displayed a second time when changing a password from the Update Profile page.
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Fixed: An issue in which the Sign In dialog did not display when the token expired during the Add an Account steps.
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Fixed: An issue in which Vanguard Roth accounts were ignored as duplicates if the accounts had the same number, but different user identification.
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Fixed: An issue in which charts related to Quicken.com were opening in an external browser rather than the embedded browser.
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Removed: Removed links and references to investing.quicken.com.