Release R46.9 (US Versions, January 2023)
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
- Updated tax rates with the 2023 amounts.
- Added dialog to convert Shares Added to Stock Split when it appears a brokerage has reported a stock split as added shares. This conversion has the option to be used once, always, or never.
- Customers can now edit the Category, Tag, and Memo fields for individual instances of bill payments.
What's Fixed
- An issue in which some bills that appeared on the All Bills & Deposits screen did not appear on the list of Monthly Bills & Deposits.
- The Quicken for Home & Business mileage tracker did not have the correct IRS rates.
- Issues with the steps for adding investment accounts, including incorrect screens and inability to move past the Simple/Complete Investing prompt.
- Synchronizing split categories transactions created on mobile/web with Quicken desktop could result in losing the split categories.
- The investment reconciliation steps incorrectly prompted users to Enter Valid Date.
- The Find & Replace screen displayed improperly when using Large Fonts.
- Quicken updated the Opening Balance of an existing account during re-authorization, re-connect, and disconnect/reconnect. This should not commonly occur.
- New Match was not displaying for transactions that were first added on mobile/web but matched on the desktop program.
- Setting an account as a category for a memorized payee resulted in a duplicate memorized payee after syncing to the cloud.
- When transferring shares between accounts, the date order for the lots was incorrect on the security detail screen.
- When editing an account, the Show Separate Accounts option would not remain selected.
- When adding an online bill with multiple billers, the billers were not selected by default.
- When choosing Upload to Cloud for .txt files, a 403 error occurred.
- Line items for split transactions would lose their categories when syncing with mobile/web.
- When using auto reconcile for an investment account, a blank dialog box would appear.
- Incorrectly reporting a securities mismatch error for new investment transactions.
- Issues with the order of cards on the Dashboard when adding investment accounts. Additional dashboard issues with the order, amounts, and date ranges.
- When using Activate Quicken Bill Pay from the investment Holdings screen, Quicken would become unusable.
- Negative balances incorrectly appeared when entering split investment transactions.
- When creating a copy of a file, attachments would be added to the copy when the Attachments option was deselected.
- Quicken was changing the customer-entered date for some scheduled reminders.
- Some investment accounts were incorrectly identified as Retirement accounts.
- When updating a customer's credit score, an internet unavailable error sometimes occurred.
- Security Names were truncated in the Portfolio by Security view for both the Dashboard and Investing Dashboard.
- Customers using transaction passwords were getting asked for the password multiple times during synchronization.
- The review and repair process for billers required multiple passes.