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Release R48.8 (US Versions, March 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 New

  • Income by Security report that offers a detailed view of investment income earned from securities (Quicken Premier and Quicken Home & Business).
  • Ability to create email templates to be used when sending invoices to customers from Quicken (Quicken Home & Business).

What's Improved

  • Improved allocation of cost basis across multiple lots when using the Spinoff Wizard.
  • Data displayed on Dashboard cards is now more consistent with the standard Income and Expense reports.
  • Overall performance of the application.

What's Fixed

  • Duplicate prompt displayed when confirming the move of selected reconciled transactions to a different account.
  • New transaction download notification (blue dot) on account bar was not shown in some cases.
  • Issue with syncing a budget for display on companion web or mobile app.
  • Report data refresh issue when 'Subtotal by' option is changed.
  • Issue where resetting an EWC+ account defaulted to the wrong connection method.
  • Net Income from Paycheck showed as uncategorized income in reports.
  • Investment sell transaction could showed the wrong status in Compare To Register even after accepting it.
  • Move Investment Transaction dialog showed a non-account in the list.
  • Incorrect display of investment balances in the account bar is some cases where future-dated transactions are present (as with RSUs).
  • Balance issue on Dashboard investment card when filtered by accounts.
  • Payee reports showed transactions belonging to other payees in some cases.
  • Mismatch between spending snapshot and the transaction list.
  • Global search incorrectly excluded investment results.
  • Other issues that could cause crashes.
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