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Version R64.19 (Aug 2025)

Payments

  • NEW More Reliable Online Bills. We've switched to a new eBill provider as our current partner is discontinuing the current service. Although the new service covers fewer bills, the reliability of the connected bills is much better.  At the same time, we’ve significantly improved the coverage and reliability of credit card bill delivery in Quicken.

  • NEW Quick Pay technology changeover to traditional electronic billpay. You can now make reliable 3-day electronic payments using standard bank-grade technology to thousands of  billers (with many more coming), including credit cards, phone, internet providers, and utilities.  The Check Pay service remains unchanged.

Tax and Planning Tools

  • IMPROVED SALT (State and Local Tax) deduction cap in Tax Estimator updated for 2025 law.

  • IMPROVED Updated standard deductions.

  • FIXED Tax Planner now also displays data from non-investment accounts where appropriate when showing the detail behind Capital Gains entries.

  • FIXED Tax Planner supporting detail list omits wage items.

Import and Export

  • IMPROVED CSV import now supports subcategories and multiple tags.

  • FIXED Resolved an issue where TurboTax export files (TTX, TXJ) were not generated if the Documents folder was missing from the default user path. Quicken now creates the folder or shows a message if it can't.

Register and Transaction Entry

  • IMPROVED Added a Reconciled option to the transaction register filter, allowing you to view only transactions marked “R” and see a running balance based on those entries.

  • IMPROVED Investment registers now include a + button at the top to add a new transaction. This works the same way as in banking registers.

  • FIXED Resolved crash that occured when adding categories and using the memorization popup.

Memorized Payees

  • IMPROVED Memorized Payees List columns now auto-resize on double-click and scroll horizontally when needed.

Reports

  • IMPROVED Portfolio X-Ray now uses a modern interface with Morningstar-powered analysis.

  • IMPROVED You can now rearrange columns in many investment reports, including Portfolio Value, Capital Gains, and Asset Allocation. Changes are saved automatically and apply to both standard and saved reports.

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