Release R53.16 (US Versions, November 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

The Lifetime Overview report is now available for Quicken Classic Premier and higher tiers, providing a comprehensive view of your financial life over time, including net worth, spending, and income trends.

What's Improved

Added an option to toggle between viewing by Symbol or by Security Name on the Investment dashboard for both the Portfolio and Portfolio graph.
Added the ability to click on a value in the Security Income Report and directly display the specific transactions contributing to the value (QuickZoom).
Customers can now cancel scheduled Check Pay payments and delete associated transactions in a single action when the payment is still in the Processing state, simplifying the process and eliminating the need to perform multiple steps.
Customers can now delete Check Pay transactions from the register even after they have been sent, providing better control over the transaction history.
Improved the discoverability of hide/show and move column options in reports, making it easier for users to customize column visibility and order directly from the report itself.
Updated the Save Report dialog to provide a more user-friendly experience, including improvements to folder selection, search, sorting, renaming, and saving copies of reports.
Modernized the Reports Customization and Reports & Graph Center dialogs, introducing a refreshed layout and improved controls to enhance readability while maintaining the placement and functionality of existing settings.

What's Fixed

Fixed an issue where the Transaction Report did not correctly filter based on the Memo field.
Fixed an issue in the Brokerage Account Register where manually adding a new security during a Bought or Sold transaction caused the transaction fields to reset.
Fixed an issue where a date error message appeared when closing the Reconcile window with the Automatically reconcile after download option enabled for an investment account.
Resolved an issue where some users who used the Express Web Connect+ connection method were unable to switch to Direct Connect even though Direct Connect was supported by their financial institution.
Reports, including the Net Worth Report, now correctly display market values for securities with a short position that experienced a stock split.
Income reminders now correctly appear under the Biller name view.
The Income by Security report now includes Capital Gains Distributions (long, short, and medium term with "X" variations) in the Realized Gains column.
Income reminders with Paycheck as a split category, exported from Quicken for Mac, are now correctly categorized as income reminders instead of being shown as bills.
Transfer Out (Xout) transactions in an investing account are now correctly imported from QXF files, ensuring that the account balance matches the original file when importing.
When editing a paycheck in Quicken, the category/account will retain the 401k account correctly even when both Employee and Employer contributions are set to 0, ensuring accurate handling of paycheck edits.
Resolved an issue where customers encountered errors even after successfully downloading from financial institutions.
Resolved an issue where Reminder amounts were being doubled in a Budget when viewing a Category's details.
Resolved an issue where cloud data was being modified when a user chose not to sync the file in a multi-computer scenario.
Addressed an issue where transaction details would unexpectedly clear after attaching a file in Quicken's Compare to Register (C2R) window.
Erroneous entries in the Tax Planner.
Resolved an issue where an empty Compare to Register (C2R) panel would appear in manual investment accounts after syncing.
Addressed an issue where Chase credit card bills in Quicken's Online Billers were consistently short by one penny each month
Transfer Reminders now correctly update the closing balance projection for receiving accounts.
Addressed various stability issues, including crashes, freezes, and slowdowns, to enhance overall system performance and reliability.
Fixed an issue in which customers were unable to open the datafile stored on OneDrive.