Release R50.5 (US Versions, June 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

Introduced a feature that allows users to more efficiently search transactions within the Compare-to-Register (C2R) section in banking registers. This targeted search option is separate from the register search and allows users to find just your new transactions by date, check number, payee, and amount.

What's Improved

Added the ability to sort columns in multiple reports.
Improved Investing Partnership tracking by considering shares across all investment accounts when computing share balance. This allows for the accurate calculation of updated value per share after capital calls and distributions.
Enhanced the investment register with the Compare-to-Register (C2R) area is displayed. You can now drag to resize the lower area to see more of your newly downloaded transactions (as in the banking registers).
Enhanced the Hide Column feature in supported reports, including Transaction, Itemized Categories, Itemized Tags, Itemized Payees, and Tax Summary. This update introduces a visible 'close' icon on column headers that can be hidden, providing a more intuitive way to customize the view. (You can always re-add the column using the existing, reporting customization options.)
A streamlined process for converting existing online bills to a new download method when this change is required by the biller.
Added the ability to horizontally scroll through reports using the touchpad of your computer. Previously, horizontal scrolling was only possible by using the scroll bar.
The Income by Security Report now includes an optional feature to display securities with zero income.

What's Fixed

Fixed issue in the tax planner in which the QDI and LTCG 0% tax rate brackets and 15% upper brackets were not updated from their 2022 values.
Fixed issue in the Don't ask about lot assignment preference, in which users were prompted when adding new transactions resulting in a short position, despite having the setting engaged.
Fixed issue in which no error message was shown when Quicken could not open an attachment.
Fixed issue in the Tax Estimator that caused some fields not to update when other fields in the estimator were changed. Also adjusted the calculation of the Marginal Tax Rate and changed the name to the more accurate: Marginal Rate on salary.
Fixed issue in which the date was not displayed for attachments added in prior releases.
Fixed issue in which transactions would lose focus when adding an attachment, requiring customers to click the transaction again before saving it.
Fixed issue in which the memo field was not populating correctly when entering transactions from the Bill and Income reminder for loans converted to lending loan accounts.
Fixed issue in which users were not automatically returned to the Quicken application after a successful EWC+ sign-in at the financial institution website.
Fixed issue in which archived investment accounts were set up with the home currency rather than the currency of the account being archived.
Fixed issue in which Quicken was unable to import 2022 TurboTax files.
Fixed issue in which tags disappeared after syncing a memorized payee with multiple tags.
Fixed issue in which Quicken crashed after accepting downloaded transactions for some Investing accounts.
Fixed an issue with the auto-resizing of the Date column in reports.
Fixed an issue in which the report graph data overlapped in the print preview and in printed reports.
Fixed a crash that could occur when searching for a financial institution while attempting to add an account
Fixed an issue where investment holdings seen on Quicken Companion Web or Mobile app might not match holdings on desktop.
Fixed an issue where Quicken incorrectly changed the Entered date for customer-entered bills.
Fixed an issue in which creating and editing a memorized payee in Quicken Web would lead to multiple memorized payee entries in Quicken Windows.
Fixed an issue where a crash could occur when adding items in the Customize Action Toolbar.
Fixed an issue that could occur when searching for a multi-unit property in a Zillow search.
Fixed an issue where Quicken was prompting users to enter their vault password for scheduled updates.
Fixed an issue where an Apply button was incorrectly displayed over the Wells Fargo logo when attempting to reconcile a Wells Fargo checking account.
Fixed an issue where some customers could not recategorize multiple transactions from a Register Report.
Fixed an issue where some Financial Institutions that supported Express Web Connect (EWC) incorrectly indicated only Web Connect was supported.
Fixed an issue causing false alarms from antivirus software.
Fixed an issue where users received an erroneous "0 Transactions downloaded on Jan 0, 1900" message after performing a One Step Update on various investment accounts.