New : A way to send your issues to Quicken with appropriate logs and screenshots. Improved : Investment transaction entry. Improved : Bills view can now combine all reminder types in a single dashboard. Improved : Some enhancements in invoice emails. Fixed : An issue where menu bar was missing for few cases. Fixed : An issue where outstanding invoices were not being displayed on 'Receive payment' screen. Fixed : An issue where online biller was not linked to a reminder in some cases. Fixed : An issue where income and transfer reminders were being shown for linking to a biller.
Fixed : An issue where incorrect transactions were displayed on transaction report. Fixed : An issue where invoice with partial amount paid was using the total amount for the payment web link. Fixed : An issue where loan reminder gets into a loop and adds duplicate reminders which results in a crash.
Fixed : An issue where accounts set up for mobile sync were not appearing in Pay Check set up wizard. Fixed : An issue where Quicken window size and position was lost after taking a patch.
Fixed : An issue where drop down menu was getting collapsed when user hovers on a submenu. Fixed : An issue where clicking on the menu was causing a click on the screen underneath.
Release 4. Fixed : An issue where bills dashboard would have shown 'Auto' and 'Repeating' labels incorrectly, in a few scenarios. Fixed : A few issues related to printing. Fixed : An issue where duplicate accounts were being created after doing a reset and restore backup. New : Ability to Print annual view of budget. New : Paid stamp on invoices. Improved : Added the ability to sort account list alphabetically.
Improved : Added the ability to choose 'all' or 'no' categories for budget. Improved : Security Matching window changes to facilitate better search while matching. Fixed : An issue where the number of bills displayed on the dashboard was limited. Fixed : An issue where the signature on old rent receipts get updated if you change the signature later for another invoice.
Fixed : An issue where 'Tag' field was missing while adding a new business. Fixed : Some text and UI issues. Fixed : An issue where your online bills might have been lost if you sign out and sign in back as same user. Fixed : An issue where credit score goes missing on the account bar after mobile sync. Fixed : For online bills that are linked to manual reminders, the default button on dashboard should not be 'Pay', if the billpay is disabled for the reminder. Fixed : Sorting issues with bill history view.
Fixed : An issue where bills were being shown as deposits in some cases. Fixed : An issue where the manual reminders were being lost when they were linked to online bills which were in error state.
Fixed : An issue where paid bills were disappearing in biller view. Fixed : An issue where reconciliation was excluding post-dated transactions.
Fixed : An issue with ROI calculation if there was a cash balance in the account. Fixed : An issue where recent payments on bills was not sorted by date. Register Fixed : An issue in Starter tier, where you would not have been able to enter manual transactions.
No more having to go to each biller website to download statements for safe keeping. Improved : Link bills to automatically update balances every month--including bills that change each month like credit cards, without you having to visit bank or biller website. Visual Enhancements Fixed : Color toolbar icons. Fixed : Ability to set a white or grey background across Quicken. Fixed : Ability to set custom graph colors.
Fixed : Live preview of UI preferences. Mobile Enhancements New : Cloud account management rename, delete. New : Ability to sync multiple data files to mobile, using the same user ID. Report Enhancements New : Font size control for reports.
New : Customize report alternative row color and line spacing. New : Export any report to Excel. Improved : Maximum number of columns increased from to Improved : Maximum number of report rows increased from 32, to , New : Email rent receipts to your tenants. New : Add and store property documents leases, legal documents, photos, etc.
New : Add and store business-related documents contracts, invoices, orders, photos, etc. Improved : Modernized Invoice Forms with improved customization capabilities. New : Archive Investment Transactions Feature. New : Buy and Hold Analyzer - equities and mutual funds.
Improved : Added ability to resize columns in Security list. Free 5GB of online storage for backup files. Extended QIF import to support all account types.
Faster category list display. What's new Quicken is working with our data aggregator to improve the way we download information from your financial institutions. Later this year we will bring these improvements to your existing data files. Made improvements to investment tools in Quicken Premier and above.
The Add Account screens have been improved to make the process of linking accounts to financial institutions easier. For example, a user may have several accounts chequing, savings, credit card, etc. Added the new feature, Simple Investing. When you add a category to a transaction, Quicken now gives you the option to update past transactions for the same payee. Improvements To decrease the chances of losing data, the active customer data file will now be now backed up automatically before an update is installed.
Setup preferences now include the preference Use new subscriber settings for new files, accounts, features. Updates to look and feel of some menu elements.
Updated and fixed issues with process for resolving lost data file passwords. Updated online text for Account list and Account details screens. Cloud synchronization has improved error handling and transaction processing. Added the Contact Quicken Support menu item under Help. Added a Release Notes menu item to the Help menu. Added a Support button to the toolbar as a default for new users.
Added a Quicken on the Web button to the toolbar. Added a Select option to the Investments register so multiple entries can be modified as a group. For bill tracking commands, changed term Ignore to Skip. For users of our investment level products, changes made to Register preferences, appearance, and fonts will now apply to both the banking Register and the investment Register.
Added verification process for email addresses used when sending reports. What's fixed Issues with entering dates and terms in the register search. Issue with One Step Update requesting passwords when user stores passwords for some but not all financial institutions.
Resolved a crash that occurred during patch downloads. New : For new users, added an in-product chat option to make it easier to contact support from within Quicken. The chat icon is located next to the help question mark on the Quicken title bar. With Simple Investing , Quicken only keeps track of the positions number of shares for each security over time, and your cash balances. New : Added an Investing dashboard that includes a new Top Movers.
Improved : To help when you have multiple duplicate transactions, you can now delete multiple transactions in the Compare to Register. Fixed : An issue in which, if a Category had a different accounting type than its tax assignment, it would be displayed differently in Summary reports than in Transaction. Fixed : An issue with date entries in the Reconcile Statement Date. New : Added the ability to toggle display of cents in the portfolio view.
Fixed : Sync issues including issues syncing when changing IDs, syncing budgets to the cloud and other windows to cloud syncing, syncing text files, and issues with syncing occurring when the syncing feature was turned off.
Fixed : An issue with Update Share Balance in which, if there was a placeholder transaction on the exact day the you specified a new balance, the share balance did not change.
Fixed : An issue in which clearing out the register search filter resulted in auto-accepting a downloaded transaction if the transaction was highlighted.
Fixed : An issue in which the transaction renaming rule prompt failed to appear if multiple edits were made to the transaction. Fixed : Communications and account transfer issues between the desktop application and Quicken for the Web. Improvement : Made improvements to the handling of CC errors that occur when updating accounts.
Improved : Added the ability to start your Quicken experience using Quicken for the Web. This includes the ability to add and remove financial accounts. Improved : Improved financial institution display for Add Account screen.
Improved : Added a popular financial institutions list for brokerage accounts. Fixed : An issue in which the popular financial institutions list did not display.
Fixed : An issue in which tax planning information was inappropriately appearing in the Quicken Setup. Fixed : An issue in which some accounts had information missing after being added. Fixed : An issue in which Tips and tutorials and Add on services displayed when they should not have displayed. Fixed : An issue in which the Sign in popup sometimes displayed after a user was already logged in.
Fixed : An issue in which the categories list did not update when creating a budget using Quicken Setup. Fixed : An issue in which user profiles were not updating when changing accounts. Fixed : Issues in which incorrect information for the Canadian edition of Quicken was displayed. Fixed : An issue in which deactivating an account triggered One Step Update and added a duplicate account.
Improvement : Made improvements to the handling of CC and CC errors that occur when updating accounts. Users will be directed to add these accounts again, and a dialog box will appear that allows users to go directly to Add Account. Improvement : Improved tracking of errors to make it easier to respond to customer issues. Fixed : An issue with tracking institutions when logging in or performing a One Step Update. Fixed : An issue in which investment holdings and watch list items created in the desktop application did not appear in the mobile application.
Improvement : We replaced an outdated problem reporting tool. Improvement : Capital One has changed the way you access your accounts through Quicken. Fixed : An issue causing subscription expiration notices to appear when there was a problem connecting to the subscription service. New : You can now sync your Asset and Liability accounts to Quicken mobile and web to get a more complete picture of your net worth anywhere, anytime.
Improved : We simplified the setup process for new users by automatically assigning them the preference of Download transactions when Quicken starts. Fixed : An issue that caused CC errors when updating bank accounts. Improved: We made several user interface enhancements and bug fixes, including returning the search menu to the title bar. Improved: We made several improvements and fixes to the. NET Framework. Fixed: An issue where checking your Membership status from the Help menu did not immediately update the file with the latest expiration date.
Fixed: An issue where, after activating your subscription in Quicken, your last used data file was not automatically opened. Fixed: An issue where the 'new' status blue icon of a transaction was not cleared after the transaction was edited. Fixed: An issue where a subscription alert message could still display immediately after the subscription was renewed due to a timing problem with alerts.
Fixed: An issue where matching a manual transaction to a downloaded transaction did not retain the Tag or Attachment from the manual transaction. Fixed: An issue where the One Step Update dialog was not displayed even after the 'Download transactions when Quicken starts' preference was set. Fixed : An issue where the One Step Update screen was not displayed when the option to Download transactions when Quicken starts was enabled in Preferences. Fixed : A few Mobile and Web sync issues.
Fixed : An issue where your Quicken membership status could continue to display as expired even after renewing your membership. Fixed : An issue where the option to generate Tax reports for the year was missing.
Improved : User interface enhancements and bug fixes to improve the user experience. New : Single Sign-In process for users with multiple datasets.
For more information, click here. New : Ability to remove the transaction password using a One Time Password OTP that you can receive at your registered email address or through a text message to your registered mobile number.
Improved : Accounts in the Account bar now show cents in account balances by default. Improved : Quicken now remembers and auto-suggests the last-used email address in the From and Subject fields on emailed invoices and reports. Improved : File Validate repairs stock splits. Fixed : An issue where banking transactions from Investment accounts were not displayed on the Spending Graph.
Fixed : An issue with adding attachments to Memorized Transactions. Fixed : An issue where some cash transactions were not listed in some Spending reports.
Fixed : An issue with the Net Worth calculation. Fixed : An issue where the Current Budget report displayed zero value amounts, even when configured to display only the non-zero value amounts. Fixed : An issue where some users were unable to delete transactions from the Reconcile window. Fixed : A few cases where we would allow you to continue using the product even if you had not been able to sign in successfully.
Fixed : An issue where reminder amounts were incorrectly displayed under the Projected Balances tab. Fixed : A performance issue when loading the category list. Fixed : An issue where the Investment Transaction Report shows cash transactions even when the cash action is not selected.
Fixed : An issue where account-related actions were not displayed when clicked on the Accounts Action button. Fixed : An issue where optional amount fields were treated as mandatory when reconciling Credit Card accounts. Fixed : An issue where entering two-digit dates was not allowed on the reports custom date field. Fixed : An issue where the account currency was set to blank, if the account was synced to mobile. Fixed : An issue where the import of investing accounts via web connect was failing.
Fixed : An issue where credit card payments, which are set as transfers, were shown as charges on the credit card register. Fixed : An issue where 'Please enter a valid date' error was being displayed in some cases, when accepting downloaded transactions or while entering new transactions in the register.
Fixed : An issue where editing the current and all future instances of the bill, changed the past instance as well. Fixed : An issue where clicking 'No' on suggested reminders didn't take any action. Fixed : An issue where incorrect Bill Due count was displayed on the Bill and Income reminder tab under the account register. New : Email your business documents directly from Quicken. New : Ability to email reports. Fixed : An issue where setting the font for reports would have impacted reports printing.
Fixed : An issue where menu bar was missing in a few cases. Bills Improved : : Automatic checklist of upcoming bills in improved bills dashboard. Was this article helpful?
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Windows Mac. Download Quicken To quickly download Quicken, click the corresponding button for your operating system. Real nice Quicken! What a bunch of assholes. This article is such a lie. What would the point even be? I used Quicken for about a decade without bank downloads, so I don't see it as a usability issue. And the old Quicken was buggy and never updated; this Quicken is getting regular updates. If that's what paying gets me, I don't have a problem with it—as long as the cost remains reasonable, which is yet to be determined.
I've tried pretty much every Mac financial management app out there, and for me, Quicken feels the most Mac like, works best with my financial providers, and has the features I use. Feel free to disagree, but what I wrote is not a lie: Quicken is very usable without a subscription. Thank you Rob for all the information. I had questions in my mind that you answered before I had to ask. And, as far as Mr. Mcgee who feels there is no Quicken without bank downloads I have never trusted the vast cyber space world with things as important as my banking, so I have not nor will I ever hand over my money or bill paying in hopes that I can trust the unknown.
I just prefer real life activity. Again Rob, thanks a bunch. I'm livid that Quicken tried to start charging me a subscription fee without my permission. I put a stop to that, but now I have a banner across the top. No big deal, but it will definitely lead me to find an alternative. This is what investment bankers do - buy established services or businesses and then do everything they can do pump up revenue and cut costs, customer good will be damned.
Squeeze the money out - screw the product. I paid the price to BUY Quicken as a transaction register. NOT to rent it. It works fine that way and I do NOT need to subscribe to any online services.
If Quicken's new owners try to undo my ownership and use of the software I bought, they're in for a fight. I think that's why I'm still able to use the software I paid for. GSN: You're able to keep using it because Quicken expressly states that in their terms—it's quoted above in my blog post:. You can view, edit, export, and manually enter transactions and accounts, even after your subscription ends".
So you can keep using it, albeit with a banner above, if you don't pay to maintain the subscription. That was the entire point of this blog post, to talk about the "non-subscription subscription. As for the investment banker comment: Quicken for Mac prior to the sale was a sad, ignored, dead piece of code. The fact that many Quicken Mac users, myself included, were still using Quicken tells you everything you need to know about Quicken Mac's life with Intuit. I'm happy someone is spending money on the app, and making regular updates.
Yes, they will eventually want to sell it off, but they can't do that without a large, happy, and renewing user base. To get that, they have to write good software.
And so far, based on my time with it, they've done just that. When I looked for alternatives, I couldn't find one that came anywhere near the polish of Quicken, that worked as well as Quicken, and that felt as "Mac like" as Quicken does. If you find one, that's great—please post back with what you selected, as I'd be interested in knowing.
I tried every single one I could find, and didn't like any of them nearly as well as I liked Quicken—whether that was new Quicken Mac or old Quicken I'm simply amazed at the level of cheapness I'm seeing on this thread.
Simply time your renewal around those annual timeframes and the same deals will likely be there for you year after year. If you don't know what your financial net worth is on a regular basis, how can you possibly know if your financial situation is improving? I have been a user of quicken since My purchase of that product and subsequent upgrades has been one of the best purchases I have ever made.
The financial return on investment has been incredible in the larger scheme of things. I was actually thrilled when Quicken was sold to another company because it meant there was a possibility that someone would again care about the product.
I'm glad to see the same team Eric Dunn now with resources that that they need to improve the product. Since I have upgraded to the current version, I have had no issues or crashes and am very satisfied with the direction the company is taking. Does it really matter who owns the company as long as the people working in the trenches on Quicken are able to successfully improve the final product?
We complain about the subscription price. Should I abandon everything that costs more than it did in ? Inflation takes its toll on our purchasing power and we have to adjust. Just got another system patch upgrade today. As long as the product continues to be improved and updated I will continue my support of Quicken.
Quicken has determined that this is the price to pay if you let your subscription expire! I have used Quicken since A couple years ago I had and found out they didn't support the sync after 3 yrs and so I looked around and did not want to do the subscription so I bought and am now coming up on that decision again in The Quicken subscription "deals" look OK but expire after the two years. I was interested in the bill pay being included but then found out it was only "free" in the Premium and above and I only need Deluxe.
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