2025 Quicken Canada Release Notes

Version R65.20 (Dec, 2025)

What’s New

• Added the ability to export selected accounts and related data into a new Quicken Transfer Format (.QXF) file, which can then be imported to create a new Quicken data file. Because securities and price history are included only if present in the selected accounts, this feature can be used to create compact file subsets—for example, excluding all accounts to create an empty file that retains the existing category list.

What’s Improved

• Added the ability to import investment transactions into the investment register using a CSV file, accessible from the register gear icon or the File > Import menu.

• Added customization options to the Income Year-to-date snapshot on the Home Dashboard, including filters for account, category, and tag types.

• Quicken now shows a sync status indicator in the title bar that lets you know if your desktop data is in sync with the cloud, out of sync, or not connected to the internet.

What’s Fixed

• An issue where converting a Money Market Fund transaction to a dividend did not remove the cost basis or share count. These values now correctly reset to zero when the transaction changes to a dividend.

• Tabs no longer reappear unexpectedly after editing a savings goal when only the Planning tab is enabled.

• Occasional crash at startup when loading the Dashboard view.

• Customer addresses now fill in correctly when creating invoices from the register.

• When creating a new business invoice, the Business Tag is now saved correctly.

• In the Compare to Register (C2R) window, the downloaded transaction counter now correctly decreases when a transaction is saved from the register.

• Accounts hidden only from the account bar now appear correctly in transaction entry lists, including transfers and invoice payments.

• Selected payee is now highlighted in the Memorized Payee List when opened from QuickFill.

• Multiple issues that resulted in crashes or freezes.

• Resolved an issue that prevented some attachments from opening or displaying correctly in the attachment viewer, especially with certain PDF formats or large data files.

Version R64.31 (Oct, 2025)

What’s Improved

• CSV import now supports subcategories and multiple tags.

• Added a Reconciled option to the transaction register filter, allowing you to view only transactions marked “R” and see a running balance based on those entries.

• Investment registers now include a + button at the top to add a new transaction. This works the same way as in banking registers.

• Memorized Payees List columns now auto-resize on double-click and scroll horizontally when needed.

• You can now rearrange columns in many investment reports, including Portfolio Value, Capital Gains, and Asset Allocation. Changes are saved automatically and apply to both standard and saved reports.

What’s Fixed

• Resolved crash that occurred when adding categories and using the memorization popup.

• Cloud sync no longer hangs when syncing memorized payees with tag changes.

Version R63.22 (Jun, 2025)

What’s New

• Create Categorization Rules based on account or amount.
  You can now define categorization rules that apply based on the account used or the transaction amount.
  For example, a Costco purchase on a personal credit card can be categorized as Shopping, while the same payee on a business card is categorized as Business Expense.
  You can also create rules based on amount—for instance, categorize Exxon transactions under $20 as Snacks, and over $20 as Fuel.
  See the Memorized Payee List or check the Help for more details.

• You can now choose not to memorize a transaction while entering or editing it.

• Added a per-report Hide Cents option to the Visual Settings menu in reports.

What’s Improved

• Updated the Memorized Payee List to show new amount and account rule conditions, allow you to select which columns to show or hide, and generally improved usability.

• Fixed an issue where changes to payee name capitalization couldn't be saved.

• Added easier access to clean up unused memorized payees from the QuickFill list and Tools menu.

• Updated the QuickFill payee list layout with better formatting, search highlighting, and settings access.

• Renaming Rule screen by clarifying the purpose of Change Payee To and If the payee contains fields, replacing dropdowns with radio buttons, and refining the layout.

What’s Fixed

• Corrected an issue preventing transaction attachments from opening or previewing in some cases.

• An issue where syncing to the cloud deleted one of the Memorized Payees with the same name when multiple payees with identical names existed.

• Resolved overlapping fields and default value issue in Custom date range settings in report preferences.

• Corrected an issue blocking the switch from Simple to Complete investing for certain accounts.

• Corrected an issue where security name edits in investment accounts failed to update linked cash transactions.

• Issue where very small (nano) share amounts remained after selling all shares of a security.

Version R62.18 (Apr, 2025)

What’s New

• Tax Loss Harvesting report, showing unrealized investment gains by individual lot, for Home and Business.

What’s Improved

• Reports only preferences by adding a Show cents in reports by default setting and updating the section title for consistency.

• One Step Update to hide investment quotes and results when no investment accounts exist.

• Renaming Rule screen by clarifying the purpose of Change Payee To and If the payee contains fields, replacing dropdowns with radio buttons, and refining the layout.

What’s Fixed

• An issue where in certain cases the Investment Performance Report provided incorrect results when using Subtotal by Investing Goal.

• An issue where reports showed splits and categories despite Show Splits being unchecked.

• an issue where column width modifications in reports were not saved for certain columns.

• An issue where syncing to the cloud reset Memorized Payees with split categories.

• An issue where syncing to the cloud deleted one of the Memorized Payees with the same name when multiple payees with identical names existed.

• An issue where Only Once bill reminders created duplicate entries in the Budget.

• An issue where the Projected Balances graph in Bills & Income displayed incorrect closing balances when transfer reminders were included.

• An issue where Tabs to Show was missing from the View menu in Starter Edition.

• An issue where the Top Payee card on the Home Dashboard did not include split amounts for payees.

• An issue where Quicken would crash when opening the Selected Accounts dialog in the Budget tool.

• A crash that occurred when opening a data file.

Version R61.23 (Mar, 2025)

What’s New

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

What’s Improved

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

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

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

What’s Fixed

• An issue where selecting a Tax Line Item incorrectly assigned it to a different tax form.

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

• An issue where account-level tax category assignments were not reflected in the Tax Summary report as expected.

• Issues moving transactions between linked investment accounts and their associated cash accounts.

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

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

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

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

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

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

• An 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.

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

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

• 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).

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

• Issues causing application crashes.