Release R29.9 (US Versions, Sep 2020)

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.

Improvement: The Add Account screens have been improved to make the process of linking accounts to financial institutions easier. The new design emphasizes that users add accounts by financial institution rather than account type. For example, a user may have several accounts (checking, savings, credit card, etc.) with the same institution and those can be added via a single search rather than searching for each account type separately. The improved process also uses tabs to delineate adding connected accounts from adding offline accounts or other assets and liabilities. As before, you can add an account by selecting the + icon on your Account Bar. Quicken Home & Business users will see an additional tab with business options. We've also improved the financial institution search. As part of this process, the search results page was redesigned to make results more informative and the popular financial institutions list includes a greater variety of financial services.
Improvement: As part of the Add Account improvement, it is now easier to add Direct Connect to a loan account, either when adding a financial institution for the first time, or as a later step.
Improvement: Added the ability to use the Simple Investing beta when adding investment accounts through the Add Account process.
Improvement: For Value Over Time in Simple Investing, added a year to date value called This Year. Also added a quote timestamp to the Top Movers panel. Updated formatting and colors as well.
Improvement: Cloud synchronization has improved error handling and transaction processing.
Improvement: Updated the financial institution login page to improve messaging and promote security.
Improvement: Added the Contact Quicken Support menu item under Help.
Improvement: Made it easier to change the file location for automated backups.
Improvement: Added the ability to initiate a Quick Pay or Check Pay payment from the Bills & Income Reminders (Ctrl + J) window.
Improvement: Added in-product tutorial and videos for using Quicken Bill Manager with Quick Pay and Check Pay. They can be accessed from the Bills & Income tab.
Improvement: Added option to schedule checks based on either the send date or the target payment date when using Check Pay.
Improvement: Added a way for users to send a Quick Pay or Check Pay payment after reconciling a credit card account.
Improvement: Changed the Corporate Securities Spin-Off investment action to use a Return of Capital transaction instead of a Removed transaction to provide more accurate IRR reports.
Fixed: Resolved an issue in which the Online Payee List did not retain former Quicken Bill Pay payees, making it more difficult to add these payees to Quicken Bill Manager.
Fixed: Resolved issue using autofill for adding payees in reminders.
Fixed: Resolved issue passing security information related to challenge questions.
Fixed: Resolved issue using Quickfill to input categories for banking transactions such as withdrawals and check writing,
Fixed: Resolved issue printing PDF files for reports.
Fixed: Added error message for users attempting to backdate manual reminder transactions to a date prior to the first entered transaction from the reminder.
Fixed: Resolved issue preventing users from copying and pasting bank transactions such as deposits and withdrawals.
Fixed: Resolved issue with budget report when selecting Non-Zero Actual/Budgeted and Include Transfers.
Fixed: Resolved issue in which the prompt to Update All Categories for a Payee did not appear when recategorizing a transaction for a payee.