Quicken Windows Help

Release R3 (US Versions, Nov 2017)

  • Fixed: An issue where duplicate accounts were being created after doing a reset and restore backup.

  • New: Ability to Print annual view of budget.

  • New: Ability to upload document for each project / job.

  • New: Paid stamp on invoices.

  • Improved: Added the ability to sort account list alphabetically.

  • Improved: Added the Ability to remember OSU settings.

  • Improved: Added the ability to choose 'all' or 'no' categories for budget.

  • Improved: Security Matching window changes to facilitate better search while matching.

  • Improved: Added the ability to save OSU settings without having to trigger an OSU.

  • Improved: Enhanced the 'Export Summary' window for PDF export of reports.

  • Fixed: An issue where the number of bills displayed on the dashboard was limited.

  • Fixed: An issue where the signature on old rent receipts get updated if you change the signature later for another invoice.

  • Fixed: An issue where 'Tag' field was missing while adding a new business.

  • Fixed: A few crashes.

  • Fixed: Some text and UI issues.

  • Fixed: An issue where your online bills might have been lost if you sign out and sign in back as same user.

  • Fixed: An issue where credit score goes missing on the account bar after mobile sync.

  • Fixed: For online bills that are linked to manual reminders, the default button on dashboard should not be 'Pay', if the billpay is disabled for the reminder.

  • Fixed: Sorting issues with bill history view.

  • Fixed: An issue where bills were being shown as deposits in some cases.

  • Fixed: An issue where the manual reminders were being lost when they were linked to online bills which were in error state.

  • Fixed: An issue where paid bills were disappearing in biller view.

  • Fixed: An issue with transaction reconciliation where if there is an opening balance adjustment, Quicken enters a $0 balance adjustment for every reconciliation.

  • Fixed: An issue where reconciliation was excluding post-dated transactions.

  • Fixed: An issue with ROI calculation if there was a cash balance in the account.

  • Fixed: An issue where recent payments on bills was not sorted by date.

  • Fixed: An issue where Quicken wasn't calculating total for Buy, Sell, Cover Short, Short sale transactions, unless a price is mentioned.