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.
What's New
-
Added the new Investment Partnership security type and asset class designed for tracking venture capital investments.
-
Added option to append time to a backup file name as well as the date.
What's Improved
-
The Save button for Rearrange Account also closes the Rearrange Account screen.
-
For report exports, the outdated PRN format has been removed and the CSV format has been added. CSV has also replaced TXT as the default export format.
-
Updated the informational text for the New Category and Edit Category screens.
-
Improved the logic for matching manual transactions with downloaded transactions.
-
Improved usability of Customize Report screens. All options now display by default.
-
Improved user interface for Make a Credit Card Payment.
What's Fixed
-
When rearranging and saving the changes in the Rearrange Account screen, display issues occurred and some changes failed to take effect.
-
The Reset Account process was causing the application to crash for some users.
-
The Large Fonts option was causing the help window to become larger than the screen, especially on low-resolution monitors.
-
Issues with tag errors during cloud synchronization.
-
Issues syncing transactions.
-
The Zillow connection was not turned off during file copies for disconnected accounts.
-
Report option listed as Show (Hidden Accounts) instead of Show Separate accounts.
-
Quicken was not auto-linking accounts matching existing Schwab accounts.
-
Removed non-functioning Map Quest link from mileage tracker.
-
The Paid stamp failed to appear on printed and emailed invoices.