Release R45.7 (US Versions, November 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 Improved

• We've made the Dashboard easier to work with and more customizable to suit your needs. You can use Customize Dashboard to create and name new cards using the Duplicate and Rename functions. This way, you can filter by accounts or dates to show you the data you want to see on the cards you choose with names that are meaningful to you.
• We've upgraded the Find and Replace tool in the register to allow you to search using find multiple criteria and replace values.
• To make it easier to add attachments such as receipts, checks, and statements to transactions, you can now use drag & drop to directly attach a file to a transaction instead of going through the multi-step process of using the attach file dialog.
• We improved the security matching experience for customers using Quicken Premier and Quicken H&B. The display is now larger and includes labels for the Security Name, the Ticker, and the CUSIP. You will no longer be asked to confirm a match if the first half of the Security Name, the Ticker, and the CUSIP match.
• In response to your requests, Quicken Premier and Quicken H&B now provide an option to specify units instead of percentage or gradient when adding an RSU Grant.

What's Fixed

• Synchronization issues resulting in deleted tags between mobile and desktop.
• Display of some upcoming bill dates more than 30 days in the future.
• The categories displayed in the Cash Flow report did not match those displayed in the Current Budget report.
• Quick Pay transactions with account names over 31 characters failed to process.
• Display issue with Investments Portfolio View.
• The Buy/Sell ESPP Shares wizard displayed different stocks for some customers when switching from the EasyStep tab to the Summary tab.
• Inability to delete blank investment transactions related to a paycheck.
• When synching manual accounts to the cloud, multiple Other headings were displayed rather than grouping all manual accounts under a single Other heading.
• The Expense Reminder menu option used for manually adding reminders was not appearing in the Calendar.
• The Make a Quick Pay payment screen was not displaying the Memo field.
• Check Pay synchronization error.
• Some customers had the date changed on reminders after entering them.
• Scheduled Quick Pay payments did not appear in Projected Balances tab.