Memorized Payees and QuickFill
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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. -
NEW You can now choose not to memorize a transaction while entering or editing it.
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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.
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IMPROVED Fixed an issue where changes to payee name capitalization couldn't be saved.
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IMPROVED Added easier access to clean up unused memorized payees from the QuickFill list and Tools menu.
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IMPROVED Updated the QuickFill payee list layout with better formatting, search highlighting, and settings access.
Backup and Sync
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NEW Added the ability to cancel an in-progress backup from the Online Backup status icon.
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IMPROVED Interrupted Online Backup attempts will now retry automatically up to five times.
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FIXED A crash that could happen when hovering over the Online Backup icon during a backup.
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FIXED Corrected an issue preventing transaction attachments from opening or previewing in some cases.
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 deleted one of the Memorized Payees with the same name when multiple payees with identical names existed.
Reports
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NEW Added a per-report Hide Cents option to the Visual Settings menu in reports.
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FIXED Resolved overlapping fields and default value issue in Custom date range settings in report preferences.
Investing and Account Management
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FIXED Corrected an issue blocking the switch from Simple to Complete investing for certain accounts.
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FIXED Corrected an issue where security name edits in investment accounts failed to update linked cash transactions.
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FIXED Issue where very small (nano) share amounts remained after selling all shares of a security.