Version R63.19 (June 2025)

Memorized Payees and QuickFill

• 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.

• 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.

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

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

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

Backup and Sync

• NEW Added the ability to cancel an in-progress backup from the Online Backup status icon.

• IMPROVED Interrupted Online Backup attempts will now retry automatically up to five times.

• FIXED A crash that could happen when hovering over the Online Backup icon during a backup.

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

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 deleted one of the Memorized Payees with the same name when multiple payees with identical names existed.

Reports

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

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

Investing and Account Management

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

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

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