Version R61.16 (Feb 2025)

Taxes

• IMPROVED 2025 IRS mileage rates updated.

• IMPROVED: It is now easier to find and select tax schedules and Tax line items when customizing a category for tax reporting.

• FIXED issue relating to transfer transactions between accounts with associated tax line items in the Tax Schedule and Tax Summary reports.

• FIXED issue where account-level tax category assuagements were not reflected in the Tax Summary report as expected

Investments

• NEW: You can now see your portfolio Day Change on the Top Movers home page dashboard card.

• IMPROVED the investment account pop-up registers now allow smaller vertical resizing.

• FIXED Removed Overall Total from Investment Performance Report subtotaled by Security, Type, Goal or Asset Class.

• FIXED issues with Overall Total calculations in Investment Performance Report when subtotaling by Security Type.

• FIXED an issue where custom asset classes were excluded from the Portfolio Rebalancer table.

Transactions

• IMPROVED the downloaded transactions banner will update the remaining count immediately after accepting transactions.

• FIXED an issue with transaction downloads after a file reset, ensuring the full 30-day range is included.

• FIXED an issue causing duplicate transactions when editing categories with pending transactions enabled.

• FIXED an issue that caused incorrect "transfer to the same account" errors when editing transactions.

• FIXED duplicate transaction downloads caused by changes to transaction IDs from Arizona Federal Credit Union.

Other Fixes

• FIXED issues with customized Banking Summary, Cash Flow, and Cash Flow by Tag reports.

• FIXED issue where dashboard cards (like Top Spending, Income & Expense, or Portfolio) were excluding separate accounts even if they were explicitly included in the card filter.

• FIXED Issue where Living Expenses calculations in Lifetime Planner were incorrectly including separate accounts.

• FIXED an issue with Online Backup failing due to network connection errors.

• FIXED an issue where manual backup reminders failed to display as expected when exiting Quicken.

• FIXED an issue in Business & Personal where you could not select a hidden account when using the Create Invoice option in the Business toolbar.

• FIXED: Data entry issues in Write Check window (category field was not automatically populated with the payee when selected and last used date was not remembered).

• FIXED an issue where hidden accounts were not shown in the Create Invoice dropdown.