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Improved startup performance by implementing several optimizations and removing unnecessary checks and outdated code.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an issue with Direct Connect process to properly update and send new passwords, addressing errors caused by the use of outdated passwords.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.