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.