Taxes
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IMPROVED 2025 IRS mileage rates updated.
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IMPROVED: It is now easier to find and select tax schedules and Tax line items when customizing a category for tax reporting.
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FIXED issue relating to transfer transactions between accounts with associated tax line items in the Tax Schedule and Tax Summary reports.
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FIXED issue where account-level tax category assuagements were not reflected in the Tax Summary report as expected
Investments
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NEW: You can now see your portfolio Day Change on the Top Movers home page dashboard card.
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IMPROVED the investment account pop-up registers now allow smaller vertical resizing.
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FIXED Removed Overall Total from Investment Performance Report subtotaled by Security, Type, Goal or Asset Class.
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FIXED issues with Overall Total calculations in Investment Performance Report when subtotaling by Security Type.
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FIXED an issue where custom asset classes were excluded from the Portfolio Rebalancer table.
Transactions
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IMPROVED the downloaded transactions banner will update the remaining count immediately after accepting transactions.
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FIXED an issue with transaction downloads after a file reset, ensuring the full 30-day range is included.
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FIXED an issue causing duplicate transactions when editing categories with pending transactions enabled.
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FIXED an issue that caused incorrect "transfer to the same account" errors when editing transactions.
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FIXED duplicate transaction downloads caused by changes to transaction IDs from Arizona Federal Credit Union.
Other Fixes
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FIXED issues with customized Banking Summary, Cash Flow, and Cash Flow by Tag reports.
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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.
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FIXED Issue where Living Expenses calculations in Lifetime Planner were incorrectly including separate accounts.
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FIXED an issue with Online Backup failing due to network connection errors.
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FIXED an issue where manual backup reminders failed to display as expected when exiting Quicken.
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FIXED an issue in Business & Personal where you could not select a hidden account when using the Create Invoice option in the Business toolbar.
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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).
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FIXED an issue where hidden accounts were not shown in the Create Invoice dropdown.