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Release R51.10 (US Versions, July 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

  • Added an Ignore all accounts / Ignore all linked accounts option to the Add Account process. This will aid customers with many accounts. They will no longer need to deselect each account they do not want to add.

What's Improved

  • Updated the text and copy in the Credit section of the Credit Score Report to accurately reflect the inclusion of different types of credit cards (personal, business, corporate, flexible, etc.) and HELOC accounts while excluding mortgage accounts.
  • Improved automatic column sizing for the Investment Income report.
  • Improved the Investment Performance report by optimizing vertical space, removing unnecessary elements, enabling sorting functionality, setting the default to no cash-flow detail, adding a Show detail toolbar button, and fixing a truncation issue.
  • Updated the funding account setup process for Check Pay to help prevent customers from unintentionally using invalid account details and ensuring they receive micro-deposits successfully.
  • Updated the Transaction Attachment dialog by changing the background color and adding a gray border around the thumbnails section to improve readability and differentiate the attachment previews.
  • Made it easier to remove an Online Biller by adding a Delete Biller option in the Action menu dropdown.
  • Implemented support for adding investment accounts/brokerages that exclusively utilize Express Web Connect.
  • The application now displays an indicator on the bills dashboard to inform customers when a reminder instance has split categories. This indicator shows the number of splits and, upon hover, lists the split categories along with their corresponding amounts.
  • Quicken will now retain the most recent category used for a specific biller, resulting in faster initiation of Quick Pay and Check Pay payments.

What's Fixed

  • Fixed an issue where the Alternate Background Color was not visible in rows on reports when a maximum data filter was applied.
  • Fixed an issue where transactions were not being entered when the reminders were set to auto-enter.
  • Fixed an issue in the IRR (Internal Rate of Return) report and other investment reports, such as the Portfolio Value report, where Asset Classes did not sort correctly.
  • Performing a mobile sync resulted in transaction history issues.
  • Fixed issues with reauthorizing accounts.
  • Fixed an issue where the statement amount for some bills did not display when linked to a reminder, resulting in the absence of statement amount information on the dashboard for those bills.
  • Fixed an issue where some investment transactions did not download due to a connection type mismatch.
  • Fixed an issue where attachments were uploaded to the cloud for an unsynchronized account.
  • Fixed an issue where users could not differentiate between file formats in the Transaction Attachment window by adding specific icons for file formats.
  • Fixed an issue where unsupported payment/funding accounts were displayed for Quick Pay payments.
  • Fixed an issue where exporting a report to Excel would incorrectly convert memo entries consisting of digits only into numeric values instead of retaining the original format.
  • Fixed an issue where downloaded transactions did not match manually entered transactions as expected.
  • Issues causing application errors/crashes.
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