-Family Enterprise
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NEW Added a Funds Flow subtab to the Family Enterprise tab that displays how funds move between your entities.
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NEW Added a Net Worth Metrics subtab to the Family Enterprise tab with Net Worth Comparison, Net Worth Breakdown, Net Worth Change, and Liquid/Illiquid charts.
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NEW Added Data File Sharing through Quicken Online Backup, making it easier to use your data file across multiple computers, one at a time, with automatic backups and prompts to restore the latest version.
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IMPROVED Updated the Partnership Summary card to display individual capital calls, distributions, and valuations for a selected investment partnership.
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IMPROVED Added a Convert Existing Partnership wizard to the Partnership Summary card in the Investment Partnerships sub-tab of the Family Enterprise tab. The wizard converts existing records in several formats to the standard Investment Partnership format.
-Bills & Income
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NEW Added a Subscriptions tab to Bills & Income which helps you auto identify your Recurring Payments and see all your subscriptions in one place.
-Investing and Reports
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NEW Added bond tracking with Overview, Income, and Maturity views for your bond holdings.
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IMPROVED Added the ability to filter and search investment register transactions by action type, date range, security, amount, and memo.
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FIXED Resolved an issue where sold tax lots could reappear in the portfolio after you added a transaction with an earlier cost basis date.
-Transactions and Registers
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IMPROVED Added an Apply Category & Next button to the Categorize Transaction dialog.
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IMPROVED Updated the Split window in Write Checks to display a % Split column and save memorized payee splits by amount or percent.
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FIXED Resolved an issue where the register could scroll back to the selected transaction while the Downloaded Transactions tab was expanded.
-Home Tab / Dashboard
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FIXED Resolved an issue where the Income and Expense card counted transfers from investment accounts as income.
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FIXED Resolved an issue where the Budget snapshot on the Home tab did not display category status bars.
-Mobile & Web Sync
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FIXED Resolved an issue where only the last offline account added with Add Another synced to Mobile and Web.