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