Version R62.14 (April 2024)

Reports

NEW Tax Loss Harvesting report, showing unrealized investment gains by individual lot, for Premier and above.
IMPROVED Reports only preferences by adding a Show cents in reports by default setting and updating the section title for consistency.
FIXED an issue where in certain cases the Investment Performance Report provided incorrect results when using Subtotal by Investing Goal.
FIXED an issue where reports showed splits and categories despite Show Splits being unchecked.
FIXED an issue where column width modifications in reports were not saved for certain columns.

One Step Update

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

Tax Planner

NEW The Tax Planner now provides suggested Estimated Tax Payments on the Tax Payments page.

Renaming Rules and Memorized Payees

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.
FIXED an issue where syncing to the cloud reset Memorized Payees with split categories.
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

FIXED an issue where Only Once bill reminders created duplicate entries in the Budget.
FIXED an issue where the Projected Balances graph in Bills & Income displayed incorrect closing balances when transfer reminders were included.
FIXED an issue where the Online Backup size column showed 0.00MB for files over two gigabytes.
FIXED an issue where Tabs to Show was missing from the View menu in Starter Edition.
FIXED an issue where the Top Payee card on the Home Dashboard did not include split amounts for payees.

Crash Fixes

FIXED an issue where Quicken would crash when opening the Selected Accounts dialog in the Budget tool.
FIXED a crash that occurred when opening a data file.
FIXED Issue causing crashes in some instances.