Before you install this update, we recommend you perform a One Step Update to ensure that your data is synced to the cloud. You should also make a backup of your data file.
What's New:
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- Copy and Backup File support has been updated to prevent connection problems.
- Copy command in Quicken will now create a copy that has all the online services disconnected. This is useful when creating an archive file you don't intend to update in the future via download, or when you'd like to use the new file as a "template" or starting point for a new, separate Quicken file.
- If you only want to create a copy of your file for troubleshooting purposes or to experiment with a new feature, you can also make a copy, then reconnect any accounts you need, and proceed to use the copy.
- If you want to make a complete Backup of your file to possibly restore in the future, use the Backup option instead. A backup will not have connected services disabled when you open the backup via the Restore Backup
- Please review this help document if document if you have questions.
- Updated
- the Customize Action Bar interface to allow users to apply changes globally as well as to an individual account.
- The process for saving reports now provides more information, and reports can now be locked so that future changes to the report will not be saved.
- When adding a new security, putting that security on the Watch List is now optional.
- The Account List, Memorized Payee List, and Tags are now searchable.
- For securities tracked with Simple Investing, the Security Detail View will display the Gain/Loss value as the change in market values as of the date shown.
- For the Portfolio Value & Cost Basis, and Net Worth reports, there is now a 'Day' option for the interval.
- Added a keyboard shortcut ALT+O to use for Done in the Reconcile Summary
- Multiple improvements to our investment tool including:
- Buttons and links in Simple Investing display that allow you to update a securities Share Price and Cash Value.
- Buy/Sell indicators on the Price History/Market value graph now include reinvestments, display improvements, and an increased limit to the number of changes tracked.
- You can now choose to hide or show a few specific columns in the investment register.
- You can now resize the columns in the Account Balances, Net Worth, Current Spending vs. Average Spending by Category, and Current Spending vs. Average Spending by Payee reports.
- Simple Investing option now always shows in Add Account screen for investment accounts.
- All scrollbars are now modernized.
- You can now sync non-image attachments to the cloud.
- Security transactions from the same day now appear in alphabetical order.
- Refined look and feel of offline/manual add account process.
- Improved checking for deleted data sets when handling data maintained on two computers.
- The instructions for downloading a web connect file are now more prominent and comprehensive. You can import past transactions through your web connect file while adding connected accounts.
- Restructured the Help menu to make it easier to navigate using submenus.
- Various performance improvements.
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