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Release R55.12 (US Versions, March 2024)

What's Improved

  • Enhanced the Compare to Register search functionality to clear the search text in the search box automatically when search results are cleared.
  • Enhanced the Investment Partnership Report by consolidating two separate reports into one with toggles for "show detail" / "hide detail".
  • Enabled the paste option in the All Transactions register. Now users can copy and paste transactions across different sections of the register.
  • Improved validation process to offer feedback on modifications made during data file validation, such as identifying specific items removed or repaired.
  • Improved One Step Update progress screen with clearer messaging, reduced user interruptions, and faster updates.
  • Modified the automatic backup creation during the patch process to occur only after a user opts to install the patch, eliminating confusion from premature backup files when patch installation is delayed or cancelled.
  • Improved startup performance by implementing several optimizations and removing unnecessary checks and outdated code.

What's Fixed

  • Resolved a problem where customers could not enable Complete Investing for manual accounts after disconnecting from an Express Web Connect (EWC) account.
  • Corrected a display error where selecting multiple accounts in Projected Balances showed a blank dialog for the report's Customize feature.
  • Resolved an issue in the "Subtotal by" functionality within Customize for reports, ensuring accurate subtotalling in the Capital Gains report according to the selected criteria.
  • Aligned Net Worth calculations between the account bar and dashboard card, addressing discrepancies related to rounding or conversion errors.
  • Fixed issue using data for contact information during account setup, ensuring financial institution details are accurately displayed.
  • Resolved an issue affecting the synchronization of Business Intent Credit cards with web and mobile applications, causing a disruption in transaction downloads.
  • Addressed a crash related to online bill reminders that sometimes occurred during One Step Update.
  • Resolved an issue with Direct Connect process to properly update and send new passwords, addressing errors caused by the use of outdated passwords.
  • Eliminated logo duplication for financial institutions in the Account Add dialog.
  • Corrected an issue in the Tax Planner where the values and estimated refund / amount due would change when users reviewed the details.
  • Resolved an issue where only a portion of scanned receipt attachments appeared in the Transaction Attachments screen.
  • Corrected stock split calculations in Net Worth and Account Balance reports without intervals.
  • Aligned Reports & Graph Center budget report options with existing budget settings.
  • Fixed various crashes including a crash that sometimes occurred in Quicken's Payee Search.
  • Restored the "Update portfolio on investing.quicken.com" option in the One Step Update setup. This option was not visible to some customers.
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