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
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Updated tax rates with the 2023 amounts.
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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.
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Customers can now edit the Category, Tag, and Memo fields for individual instances of bill payments.
What's Fixed
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An issue in which some bills that appeared on the All Bills & Deposits screen did not appear on the list of Monthly Bills & Deposits.
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The Quicken for Home & Business mileage tracker did not have the correct IRS rates.
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Issues with the steps for adding investment accounts, including incorrect screens and inability to move past the Simple/Complete Investing prompt.
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Synchronizing split categories transactions created on mobile/web with Quicken desktop could result in losing the split categories.
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The investment reconciliation steps incorrectly prompted users to Enter Valid Date.
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The Find & Replace screen displayed improperly when using Large Fonts.
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Quicken updated the Opening Balance of an existing account during re-authorization, re-connect, and disconnect/reconnect. This should not commonly occur.
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New Match was not displaying for transactions that were first added on mobile/web but matched on the desktop program.
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Setting an account as a category for a memorized payee resulted in a duplicate memorized payee after syncing to the cloud.
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When transferring shares between accounts, the date order for the lots was incorrect on the security detail screen.
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When editing an account, the Show Separate Accounts option would not remain selected.
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When adding an online bill with multiple billers, the billers were not selected by default.
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When choosing Upload to Cloud for .txt files, a 403 error occurred.
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Line items for split transactions would lose their categories when syncing with mobile/web.
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When using auto reconcile for an investment account, a blank dialog box would appear.
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Incorrectly reporting a securities mismatch error for new investment transactions.
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Issues with the order of cards on the Dashboard when adding investment accounts. Additional dashboard issues with the order, amounts, and date ranges.
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When using Activate Quicken Bill Pay from the investment Holdings screen, Quicken would become unusable.
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Negative balances incorrectly appeared when entering split investment transactions.
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When creating a copy of a file, attachments would be added to the copy when the Attachments option was deselected.
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Quicken was changing the customer-entered date for some scheduled reminders.
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Some investment accounts were incorrectly identified as Retirement accounts.
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When updating a customer's credit score, an internet unavailable error sometimes occurred.
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Security Names were truncated in the Portfolio by Security view for both the Dashboard and Investing Dashboard.
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Customers using transaction passwords were getting asked for the password multiple times during synchronization.
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The review and repair process for billers required multiple passes.