Release R52.20 (Canada 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.
- 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.
- 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.
- 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.
- 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.
- Crashes and related issues.