Release R52.19 (US Versions, September 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 Improved

Added the capability to Export your investment portfolio data to Excel, as well as copy it to your clipboard for use in various other formats.
Provided notification message in Reports to indicate Roth 401K transactions could appear in a tag-related report, with instructions for filtering them out. In Roth 401K support, regular 401K accounts have been suppressed from the list of available target accounts, and a bug that exposed an unintended data entry field when editing a register payroll transaction with a Roth 401K deduction has been fixed.
Support for displaying more than two decimal places has been added to Investing reports for the number of shares and quote values, allowing a choice between 2-8 decimals, with three as the default.
Quicken now supports importing investment transactions from Quicken Mac, enhancing cross-platform data handling.
Improved the Investment Partnership Summary Report by including a column for the Last Valuation Date with a clickable link for updating the value. Default column widths were also adjusted for this report.

What's Fixed

Some customer accounts did not display in the Add Account screen.
Quicken was incorrectly defaulting some mutual fund institutions to Simple Investing without prompting for Simple vs. Complete during setup.
Sorting the banking/transactions report by Memo or Payee for a selection that includes both investment and non-investment accounts resulted in incorrect sorting.
One-time reminders were changed to yearly after performing a cloud sync.
Erroneous entries in the Tax Planner.
When accepting transactions and editing the Memo/Category/Tag fields, the Memo field cleared upon clicking the accept or save button.
Unable to remove some closed accounts from sync.
The attachment icon was not displaying when an attachment was present.
In some cases, QuickPay allowed selection of a payment account which was not supported for a specific biller.
Fixed an issue where attachments were not syncing correctly after subscription renewal, resulting in missing attachments in the web and mobile companions.
Unrealized gains were incorrectly reported in the Expense section of some reports.
Scheduled income reminders for interest from tax-free securities were not processed correctly.
Crashes and related issues.