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Release R42.8 (US Versions, July 2022)

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  • For report exports, the outdated PRN format has been removed and the CSV format has been added.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.
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