Reports
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NEW Tax Loss Harvesting report, showing unrealized investment gains by individual lot, for Premier and above.
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IMPROVED Reports only preferences by adding a Show cents in reports by default setting and updating the section title for consistency.
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FIXED an issue where in certain cases the Investment Performance Report provided incorrect results when using Subtotal by Investing Goal.
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FIXED an issue where reports showed splits and categories despite Show Splits being unchecked.
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FIXED an issue where column width modifications in reports were not saved for certain columns.
One Step Update
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IMPROVED One Step Update to hide investment quotes and results when no investment accounts exist.
Tax Planner
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NEW The Tax Planner now provides suggested Estimated Tax Payments on the Tax Payments page.
Renaming Rules and Memorized Payees
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IMPROVED 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.
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FIXED an issue where syncing to the cloud reset Memorized Payees with split categories.
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FIXED an issue where syncing to the cloud deleted one of the Memorized Payees with the same name when multiple payees with identical names existed.
Other Fixes
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FIXED an issue where Only Once bill reminders created duplicate entries in the Budget.
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FIXED an issue where the Projected Balances graph in Bills & Income displayed incorrect closing balances when transfer reminders were included.
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FIXED an issue where the Online Backup size column showed 0.00MB for files over two gigabytes.
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FIXED an issue where Tabs to Show was missing from the View menu in Starter Edition.
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FIXED an issue where the Top Payee card on the Home Dashboard did not include split amounts for payees.
Crash Fixes
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FIXED an issue where Quicken would crash when opening the Selected Accounts dialog in the Budget tool.
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FIXED a crash that occurred when opening a data file.
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FIXED Issue causing crashes in some instances.