Quicken Windows Help

Version R68.12 (June 2026)

Quicken Family Enterprise

  • NEW Added an IRR by Entity report under Entity reports.

  • IMPROVED Added a Family Enterprise tab for Quicken Family Enterprise subscribers.

  • IMPROVED Added a Group by Entity option to the Portfolio view.

  • IMPROVED Added Entity Group support to the Entity Overview report and the Fund Flow Overview report.

Bills & Income

  • FIXED Resolved an issue where bill reminders could lose their category after matching.

Investing and Reports

  • NEW Added column reordering to account registers.

  • NEW Added qualified dividend designation to the Investment Income transaction form and provided for a default value in Edit Security.

  • IMPROVED Added the ability to print Portfolio X-Ray.

  • FIXED Resolved an issue where newly added categories and securities were missing from saved reports.

  • FIXED Resolved an issue with the World Regions display in Portfolio X-Ray.

  • FIXED Resolved an issue with the default interval for the portfolio graph by account on the Home tab.

  • FIXED Resolved an issue where investment transaction amounts for Cash transactions were sometimes overwritten by the memorized payee amount.

Business Tools

  • IMPROVED Updated Customer Statements to remember the previously selected customers.

Tax and Planning Tools

  • FIXED Resolved an issue where Tax Planner did not reflect changes to the next instance of a recurring payment reminder.

Stability

  • FIXED Resolved issues that could occasionally cause crashes.

Quicken Canada

  • FIXED Resolved an issue where custom asset classes all appeared black in the asset allocation chart.