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
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Income by Security report that offers a detailed view of investment income earned from securities (Quicken Premier and Quicken Home & Business).
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Ability to create email templates to be used when sending invoices to customers from Quicken (Quicken Home & Business).
What's Improved
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Improved allocation of cost basis across multiple lots when using the Spinoff Wizard.
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Data displayed on Dashboard cards is now more consistent with the standard Income and Expense reports.
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Overall performance of the application.
What's Fixed
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Duplicate prompt displayed when confirming the move of selected reconciled transactions to a different account.
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New transaction download notification (blue dot) on account bar was not shown in some cases.
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Issue with syncing a budget for display on companion web or mobile app.
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Report data refresh issue when 'Subtotal by' option is changed.
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Issue where resetting an EWC+ account defaulted to the wrong connection method.
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Net Income from Paycheck showed as uncategorized income in reports.
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Investment sell transaction could showed the wrong status in Compare To Register even after accepting it.
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Move Investment Transaction dialog showed a non-account in the list.
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Incorrect display of investment balances in the account bar is some cases where future-dated transactions are present (as with RSUs).
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Balance issue on Dashboard investment card when filtered by accounts.
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Payee reports showed transactions belonging to other payees in some cases.
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Mismatch between spending snapshot and the transaction list.
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Global search incorrectly excluded investment results.
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Other issues that could cause crashes.