Release R34.13 (US Versions, June 2021)
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.
- New: The delivery status of Check Pay payments will now appear on the Dashboard when there is a delivery date available.
- New: Added option to Pay with Check Pay to online bills.
- New: Added the ability in Check Pay to mark Favorite billers and to use Favorite as a filter for billers that are set up for Check Pay.
- Improved: Copy and Backup File support has been updated to prevent connection problems.
- Using a copy of a Quicken file that contains connected accounts, syncs to the cloud, or uses services such as Bill Presentment or Quicken Bill Manager can cause problems if you perform certain connected actions in the file copy and then switch back to using the original file. To prevent these issues, using the Copy command in Quicken will now create a copy that has all the online services disconnected. This is useful when creating an archive file you don't intend to update in the future via download, or when you'd like to use the new file as a "template" or starting point for a new, separate Quicken file.
- If you only want to create a copy of your file for troubleshooting purposes or to experiment with a new feature, you can also make a copy, then reconnect any accounts you need, and proceed to use the copy.
- If you want to make a complete Backup of your file to possibly restore in the future, use the Backup option instead. A backup will not have connected services disabled when you open the backup via the Restore Backup feature.
- Improved: The FBAR report has been redefined as the Maximum Account Balances report. This report identifies the highest balance for your accounts during a set time period.
- Improved: Improved error messaging for bill payment setup.
- Improved: Updated the Check Pay interface to make the selection of the date to send the check clearer to avoid confusion between the Send on date and the Arrive by date.
- Improved: Updated the Customize Action Bar interface to allow users to apply changes globally as well as to an individual account.
- Improved: The process for saving reports now provides more information, and reports can now be locked so that future changes to the report will not be saved.
- Improved: When adding a new security, putting that security on the Watch List is now optional.
- Improved: The Account List, Memorized Payee List, and Tags are now searchable.
- Improved: For securities tracked with Simple Investing, the Security Detail View will display the Gain/Loss value as the change in market values as of the date shown.
- Improved: Various performance improvements.
- Fixed: An issue in which name changes for billers did not update when deleting the biller.
- Fixed: An issue in which changes to the Quicken ID or Email Address did not properly appear in the Quicken ID & Cloud Accounts preferences.
- Fixed: An issue in which Quicken would sometimes crash after running for multiple days.