Investments
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IMPROVED Restored snapshot summaries in the Portfolio X-Rayreport. The summaries are now AI-generated. You can turn them off if desired.
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IMPROVED Added a report preference for short sale gain and loss reporting in the Schedule D report.
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IMPROVED Added support for treating more than one money market fund as cash in brokerage account settings.
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IMPROVED Improved the investment transaction search results dialog layout and column labels.
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IMPROVED Improved the Add Security window and made the instructions to add crypto and precious metals easier to find.
Reports
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IMPROVED Improved category search and account group selection in report customization.
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IMPROVED Updated the Investment Partnership Detail report to support import and export of Buy and BuyX transactions.
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FIXED Fixed an issue that could cause invalid date entry in report customization.
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FIXED Fixed an issue where using Enter key didn’t commit date changes in report customization.
Sync and Connectivity
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IMPROVED During account connection migration, Quicken now adds an adjustment transaction instead of changing the Opening Balance transaction.
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IMPROVED Simplified the reauthorization flow for EWC+ accounts to reduce steps and make completion clearer.
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FIXED Fixed an issue where syncing an auto-matched transaction could update the wrong balance.
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FIXED Fixed an issue where reactivating a deactivated account could add an incorrect balance adjustment.
Register and transactions
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FIXED Fixed an issue where pending transactions could be duplicated.
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FIXED Fixed an issue where an attachment could disappear from a transaction after you changed the transaction’s category.
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FIXED Fixed an issue where a posted transaction could be missing after a pending transaction was removed.
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FIXED Fixed an issue where editing a pending transaction could leave blank lines in the register.
Miscellaneous
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IMPROVED Updated FY2026 mileage rates to 72.5¢ per mile for business use, 20.5¢ per mile for medical or moving purposes, and 14¢ per mile for charitable service.
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FIXED Fixed an issue where a Miscellaneous Expense entered after a cash transfer in an IRA account could be recorded as a transfer.
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FIXED Fixed an issue where the Tax Planner could calculate tentative Alternative Minimum Tax incorrectly after the phaseout threshold.
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FIXED Fixed an issue where One Step Update could change a split paycheck’s second deposit to a payment and could remove past-due paychecks.
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FIXED Fixed issues that could cause crashes or slow performance in some cases.