Version 7.6 (March 2024)

  • IMPROVED In Tags and Categories lists, you can now hide/show, see the number of uses, and run a report for each used item
  • IMPROVED We have updated the layout of the Schedule 3 - Capital Gains and Losses report to more closely match the Canadian tax reporting requirements
  • IMPROVED You can now customize Home Dashboard cards to edit card names and choose which accounts are reflected in each card
  • IMPROVED Spending by Category cards now show as many categories as will fit when the card changes size
  • IMPROVED Mileage Trips now have the option to show starting and ending columns
  • NEW You can now import Business Entity information using QXF Export from (US) Quicken Windows Release R55 or later
  • IMPROVED Improved performance when updating accounts in files with many renaming rules
  • IMPROVED Now find backup settings on a new Backup tab in the Settings window
  • FIXED Fixed a problem where account filter pop-ups in existing files could show the wrong setting in 7.6.0; for example, the Investing register could be set to All Savings Accounts and no data would be shown
  • FIXED The connection status of hidden accounts is now correctly reported

Version 7.5 (January 2024)

  • IMPROVED The Tax Schedule report has been updated
  • IMPROVED Ability to export TXF data from any tax report, providing greater flexibility and control over the data you choose to export
  • IMPROVED Added a new, standalone Canadian Schedule 3 report
  • IMPROVED Improved graph on the Income & Expense card
  • IMPROVED The Net Worth card graph now displays more accurately when you select a date range containing only one data point
  • IMPROVED Updated Projected Balance graph with improved inspection and date range selection
  • IMPROVED Control the Projected Balance graph display with a new “Y-axis starts at zero” checkbox
  • IMPROVED Improved the Projected Balance graph appearance when the Projected Balance view settings do not include any future-dated transactions
  • IMPROVED You can now delete Bank Bill Pay/Intra-bank transfer transactions
  • NEW Added a “Rate per mile” column to the Mileage tab so it is easy to see the ”per mile” rate that has been used to calculate potential mileage tax deduction
  • NEW A new Schedule F tax report is now available for US customers with a farm business
  • NEW You can now mark a business as “Closed”
  • FIXED Added TXF export option to Schedule D reports
  • FIXED We now remember the “Y-axis starts at zero” state on the Bills & Income > Projected Balances tab
  • FIXED Fixed a bug in TXF export for the Schedule B report
  • FIXED Resolved an issue where register date filters might occasionally yield inaccurate results

Version 7.4 (November-December 2023)

NEW Small Business Owners: We are releasing Quicken Mac Business & Personal so you can now keep track of your business and personal finances in one place. It allows you to manage one or more businesses and view your business data together or separately from your personal data. If you need to file Schedule C, E, or F, this product is for you!

  • NEW Monitor the health of your business with the new Business Dashboard
  • NEW Analyze your business data with new reports such as Income Statement, Cashflow, and Profitability
  • NEW Easily track your mileage for tax deductions
  • NEW Stay organized with Estimated Quarterly Tax Payments calendar
  • IMPROVED Improved support for exporting business-related tax data to tax-filing software
  • NEW Added EasyAnswer Transaction Report option to see total spending by Payee
  • IMPROVED Improved category filtering in Tax Reports
  • IMPROVED Spending by Category Card now shows more categories
  • IMPROVED Subcategories with different parents can now be merged together
  • IMPROVED Redesigned Categories window and improved tax relationship management
  • IMPROVED eBills are once again available for Capital One customers
  • IMPROVED Improved auto-categorization of downloaded transactions
  • ANNOUNCEMENT 7.4 is the last release with support for macOS 10.15
  • FIXED Fixed a crash that could occur when opening a file
  • FIXED Fixed a crash that could occur when deleting an account
  • FIXED Bug fixes

Version 7.3 (September-October 2023)

  • NEW We’ve added a new “Bills & Income” card to the Home Dashboard. This card shows upcoming bills and expected income to help you manage your financial responsibilities.

  • IMPROVED You can now customize your Home Dashboard by hiding or displaying specific cards.
  • IMPROVED If you need to edit the category on a transfer transaction, you‘ll get a warning that this change would delete the other side of the transfer.
  • NEW A new channel of communication with the Quicken Mac product team is available via the Help > Send Quicken Feedback menu option to share your feedback on existing features and your ideas for future product improvements.
  • FIXED Fixed a crash that could occur if Quicken encountered an error while opening a file
  • FIXED Fixed an issue that could cause transactions to be downloaded as Uncategorized
  • FIXED Bug fixes and improvements made to the new Bills & Income card in the Home dashboard

Version 7.2 (July-September 2023)

  • NEW In Quicken, you can now link a new account to a “hidden” account. All eligible accounts, regardless of their status, appear in the list for linking.
  • NEW If you have numerous accounts (15 or more) with the same financial institution, it is now easier to choose which accounts you would like to add, or link, in Quicken.
  • NEW If you pay your bills on your Biller’s website, now you can save the website’s URL in Quicken for fast and easy access.
  • NEW As more financial institutions migrate to new, more secure login methods, changes are required to receive eBills. We have improved the process for adding, or updating, eBills for these institutions.
  • FIXED The pane showing pending e-Bills can be expanded/collapsed by clicking the disclosure triangle to review all pending bills.
  • NEW You can now view your securities by Name or Symbol on the Investments Dashboard Holdings card.
  • FIXED We fixed a bug that prevented the graph from displaying in the Home Dashboard Net Worth card in some cases.
  • FIXED Improved accuracy of detail report created from the Top Home Dashboard Top Spending Payee card.
  • FIXED Top Spending Payee card now excludes transfer transactions.
  • NEW Added ability to change tag colors in Tags list using multi-select.
  • NEW Added a help popover in Loans “What If” tab to describe the powerful, new graphing features.
  • NEW For easy access to the Beta Program, we added a link to the Beta program website under the Help menu.
  • IMPROVED Significantly improved performance when using the disclosure buttons to expand & collapse data in large reports.
  • IMPROVED Minor change to the sidebar disclosure triangle appearance to more easily see that there is more information beneath a particular item.
  • FIXED Bug fixes
  • FIXED Bug fixes
  • FIXED Fixed an issue that could cause duplicate investment accounts
  • FIXED Fixed an issue on macOS Sonoma that prevented the register columns pop menu from appearing

Version 7.1 (May-June 2023)

  • IMPROVED We have replaced older charts with modern, native versions that offer more options
    • Graph on What If tab of Loan account
    • Pie chart on Payments tab of Loan account
    • Projected Payoff graph on Progress tab of Loan account
  • IMPROVED Added a “tip” to the Holdings investment dashboard card to show
    • Change in price since previous day’s closing price as a $ amount
    • Change in price since previous day’s closing price as a percentage
  • IMPROVED The link in the Schedule column now takes you to the Transaction Details sheet instead of the register
  • NEW Amount due this month is now shown in addition to the total amount for insurance premium eBills
  • IMPROVED Updated UI to make it easier to view accounts in the Successful Connections section
  • IMPROVED Expand and collapse view options that were supported in legacy reports have been added to new reports (e.g. View > Summary of All Items and Top-level Items Only)
  • NEW Link to the Learning Center is available via the Help menu
  • NEW CAD currency is used when creating accounts of Canadian-only types
  • IMPROVED Can now sort Tags list by Color, Description, or Status
  • FIXED Bug fixes
  • FIXED Bug fixes

Version 7.0 (April-May 2023)

  • NEW Net Worth card in the Home Dashboard
  • IMPROVED Recently Categorized Transactions are now shown on the Uncategorized Transactions card
  • IMPROVED Generate a report for the specified time period by clicking the legend on the Income & Expense card
  • FIXED Income & Expense card now excludes all transfers
  • IMPROVED Canadian holidays are used when showing data from the last market trading day
  • NEW Added a “cheat-sheet” on how to use new Portfolio graph features
  • NEW Support for “Daily” frequency for scheduled transactions
  • NEW You can now show Category and Tags columns in Bills & Income
  • FIXED Improved consistency in using the Preferences > Connected Services > Use Posted Date for Posted Transactions
  • IMPROVED OFX Bill Pay errors are now shown in Connection Status window
  • IMPROVED Added more details to the Bills section
  • IMPROVED Added new content on using Tags for transactions
  • IMPROVED Redesigned Offline Account flow
  • IMPROVED Improved display of payees with descriptions
  • IMPROVED Passwords for connected accounts can now be retrieved from Keychain, if available
  • IMPROVED Register settings are now consistently applied to all tabs (Spending, Income, and Transactions tabs)
  • IMPROVED You can now edit account names when adding new connected accounts
  • IMPROVED Search results now update after adding/removing register columns
  • IMPROVED Improved customization options for reporting on transfer transactions
  • FIXED Improved principal and interest calculations for loans with payment frequencies of less than one month
  • UPDATED Quicken v7.0 requires macOS 10.15 (Catalina) or higher
  • IMPROVED Improvements and bug fixes in the Net Worth card in the Home Dashboard
  • FIXED Improved saving and restoring transaction selection and scroll position when switching between registers, or register tabs
  • FIXED Clicking a category name above the pie chart in a register’s Spending or Income tab now updates the register and pie chart as expected
  • FIXED Fixed a bug that could prevent the portfolio view from saving and restoring view settings
  • FIXED Fixed an issue that could cause funding accounts to be disabled for bill pay customers
  • FIXED Fixed a bug that could prevent the portfolio view from restoring the collapsed state of accounts
  • FIXED Fixed an issue that could cause scheduled transactions to become uncategorized when using Edit and Mark as Paid in Bills & Income

Version 6.12 (February-May 2023)

  • NEW Option to display password in plain text when entering financial institution credentials for a new account
  • IMPROVED Edit Opening Balance transactions in the account register
  • IMPROVED Changing connection method for an account from account settings
  • NEW Create, View, and Print Reconciliation Reports
  • NEW New “Income & Expense” card in the Home Dashboard
  • IMPROVED Added Learning Center content for reports
  • IMPROVED Schedule D tax report now includes manually categorized investment transactions
  • IMPROVED “Top Spending Payees” card on the Dashboard now excludes transfers, manually entered Opening Balance transactions, Reconcile adjustments, and other balance adjustments in Split Lines to present more accurate spending data
  • IMPROVED Updating eBills for Chase credit cards
  • IMPROVED See scheduled transaction frequency in Bills & Income > Bills
  • IMPROVED More easily see scheduling options when creating or editing a scheduled transaction
  • IMPROVED Significantly faster performance when downloading investment OFX data
  • IMPROVED Ability to select/copy text of error details
  • IMPROVED Connection error message readability
  • FIXED Made over 60 changes to ensure product quality and stability, and to bring more consistency across features
  • ANNOUNCEMENT 6.12 is the last release with support for macOS 10.13 and 10.14
  • FIXED Fixed a crash that could occur when opening the Reconciliation History window
  • FIXED Fixed an issue that could cause duplicate securities to appear after downloading investment data
  • FIXED Fixed an issue that caused scheduled transfers to be recorded incorrectly when using Edit and Mark as Paid in Bills & Income
  • IMPROVED Improved eBill support for Citi Card customers
  • FIXED Margin Interest Expense category activity is now included in tax reports
  • FIXED Bug fixes
  • FIXED Bug fixes
  • FIXED Fixed an issue that could cause scheduled transactions to become uncategorized when using Edit and Mark as Paid in Bills & Income

Version 6.11 (December 2022-January 2023)

  • NEW Optionally hide cents when viewing your investment portfolio
  • IMPROVED Portfolio Charts
    • View your investment portfolio in a new and more dynamic way using new charting capability
    • Understand performance of your investments over a selected time period with clean and easy to read labels
    • With a few clicks analyze your investment data and examine it from different viewpoints so that you can understand it better
  • IMPROVED Redesigned – Connectivity Status window
    • The old Account Status window has been replaced by the new Connectivity Status window
    • This new window clearly shows the status of your connected accounts, with appropriate suggestions and affordances to correct errors when they occur
  • IMPROVED Redesigned – Add Account
    • Use the new flow to add Direct Connect accounts
  • IMPROVED Easily split transactions when making payments with QuickPay or Check Pay
  • IMPROVED Quicken now remembers the last account used to make payments to billers with QuickPay or Check Pay
  • IMPROVED Calendar picker prevents selecting invalid dates (such as on weekends or in the past) for checks to be sent when scheduling a Check Pay payment
  • IMPROVED Quicken automatically detects and notifies users about bills for connected accounts
  • IMPROVED Quicken automatically detects micro-deposits for Check Pay verification
  • IMPROVED Edit your scheduled transactions as you are posting them from the Bills & Income tab
  • NEW Individual Tax schedules are now available in Quicken Mac Deluxe and Premier
  • NEW New card – learn about the role registers play in Quicken Mac
  • NEW Direct links now connect Learning Center cards to their matching features
  • FIXED Made over 60 changes throughout the product to promote consistency, improve performance and stability, and address quality issues
  • FIXED Fixed a crash that could occur while updating accounts.
  • FIXED Stability fixes.

Version 6.10 (October-November 2022)

Our latest improvements to Quicken make it easier and faster for you to get to your financial data.

  • NEW The new Dashboard cards in your Home tab provide access to your data at-a-glance and productivity tools as well. (Card colors are only available in macOS 10.15 or later)
  • NEW The Add Account workflow has been streamlined and modernized to improve your experience when adding accounts to Quicken. (Only available in macOS 10.15 or later)
  • IMPROVED Chase eBills are back. Use your Chase Credit Card or Chase Line of Credit accounts to automatically track bill information and make bill payments.
  • IMPROVED More Sidebar Account Options. Use the new sidebar contextual menu options to quickly hide an account, mark it closed, or keep it separate.
  • IMPROVED Bills & Income performance. Switching between tabs (Bills, Income, Payees, Projected Balances, and Activity) or sorting by any column is instantaneous regardless of how many scheduled transactions you have.
  • FIXED Fixed over 30 issues to maintain high quality and promote consistency throughout the product.
  • FIXED Fixed several minor stability and quality issues.
  • FIXED Fixed an issue that could cause recently-downloaded transactions to become uncategorized.

Version 6.9 (August 2022)

We’ve made Reports, Registers, and Preferences better.

  • NEW Report Customization. Build a report that suits your needs and view your financial data the way you prefer. For example, specify the font, text size, and alternate row color.
  • IMPROVED We have improved the appearance of printed reports.
  • IMPROVED We added a new tooltip for scheduled transactions to indicate how many days until a bill is due.
  • NEW We added new color-coded icons to alert you when transactions are due or late.
  • IMPROVED Our new progress indicator for One Step Update helps you know when the download is complete and your accounts are up to date.
  • NEW We’ve moved the sidebar options into a new Sidebar tab in Preferences. Now you can easily manage the sidebar settings all in one place.
  • IMPROVED We’ve improved support for macOS Ventura (Beta).
  • FIXED We always fix bugs in every release and this one is no exception. We have fixed over 40 issues for 6.9.0.

Version 6.8 (June-July 2022)

We’ve added some new features and made several improvements throughout the product in this release.

  • NEW EasyAnswer reports Quickly generate focused reports to help answer some of the top questions and get valuable information about the state of your finances. Requires macOS 10.15 or later.
  • IMPROVED We now display totals at the bottom of the screen and on printed reports that are more aligned with standard accounting practices.
  • NEW Foreign Bank Accounts Report (FBAR) Easily calculate the maximum balance of your foreign bank accounts within a calendar year. It will significantly help you with your taxes. Requires Quicken Premier or above.
  • NEW Learning Center Quickly learn the basics, must-know Quicken concepts, and how to apply them to manage your financials. This content is always available, and you can bring it back and review it any time.
  • IMPROVED Asset Classes in Portfolio We changed the way securities with multiple asset classes are displayed. Securities with multiple asset classes will display within each relevant asset class alongside a new percentage label that indicates the proportion of the security that falls within that asset class.
  • IMPROVED See the latest market data When looking at your Portfolio while markets are closed, Quicken will automatically show the price change data from the last trading day. It will then automatically advance when markets reopen.
  • IMPROVED Mutual fund price callout Mutual fund prices update after markets close. When Quicken identifies a mutual fund, an info icon appears next to the price when the latest price displayed is not from the most recent trading day.
  • IMPROVED Cash in Security When the funds include “Cash” as one of the asset classes in a mixture, Quicken now differentiates it by naming the asset class “Cash in Security”. Renaming the asset class helps to distinguish between cash as an asset and the actual cash in your account.
  • FIXED Fixed an issue that could cause mixed-asset securities to display incorrectly in portfolio views
  • FIXED Fixed an issue that could cause auto-reconcile status icons to appear, unexpectedly, in the sidebar
  • FIXED Fixed other minor stability and quality issues
  • FIXED Fixed an issue that could prevent use of, or access to, Quick Pay and Check Pay features
  • FIXED Fixed a bug that could prevent balances from updating in the Bills & Income > Projected Balances view
  • FIXED Fixed an issue that could result in an empty detail report when clicking to “drill down” into category totals for Summary and Comparison reports
  • FIXED Fixed other minor stability and quality issues

Version 6.7 (April-May 2022)

We’ve made great improvements to your Investing experience, and continued to focus on connectivity and overall product stability.

  • NEW Quicken will now display, by default, in Light Mode or Dark Mode based on your macOS system settings. If you prefer, you can override this setting in Quicken > Preferences.
  • NEW You can drag and drop to rearrange investment dashboard cards to create a customized view of your investments.
  • NEW You can now drill down into the pie charts in your investment dashboard to see more detailed information about asset class and security allocations.
  • NEW In Simple Tracking investing accounts, you can now manually update your share balance to help track your historical holdings more accurately.
  • IMPROVED We added the ability to calculate investment transactions based on share count and share price for all “Reinvest” transaction types, such as Reinvest Dividend.
  • IMPROVED You can now update share prices directly from the Dashboard and Portfolio views. This is especially handy if you have securities for which prices cannot presently be downloaded, including cryptocurrencies.
  • IMPROVED We relocated the portfolio toolbar so that it now sits above the graph, and added the option to Hide/Show Graph.
  • IMPROVED The portfolio toolbar now adapts to smaller window widths.
  • IMPROVED To make it easier to find what you’re looking for, Quicken will now highlight transactions as you hover over them with your cursor.
  • FIXED Fixed insertion behavior with the QuickMath calculator when using the ‘=’ sign.
  • FIXED Made improvements and bug fixes to editing the share price in portfolio view.
  • FIXED Improved error messages shown during Multi Factor Authentication.
  • FIXED Fixed other minor stability and quality issues.

Version 6.6 (February-March 2022)

We've made several small improvements throughout the product in this release.

  • IMPROVED The Investment Dashboard Top Movers card gets a couple of enhancements. First, we've changed the sort order so that the top gainers appear at the top of the list and the top losers appear at the bottom, sorted by the actual value. The new sort order makes it easier to see which way your portfolio is heading. Second, green and red pills appear behind the numbers to help emphasize whether you're up or down for the day.
  • IMPROVED The Allocation by Security and Asset Class cards have also been improved. As the cards grow wider, additional columns appear, taking advantage of the extra space to provide you with more information. Additionally, the colors used for each asset class remain the same between accounts making it easier to spot the asset classes you care about when reviewing multiple accounts.
  • IMPROVED For Buy and Sell transactions, Quicken has always calculated the share price based on the Total Cost and the Number of Shares. In version 6.6, you can now optionally choose to enter the Share Price and Number of Shares, then let Quicken calculate the Total Cost.
  • NEW If you have Touch ID on your Mac or an Apple Watch, you can now use them to open your password-protected Quicken file.
  • IMPROVED Quicken allows customers to sort their transactions based on a column. For example, if you want to see your transactions sorted by Payee, you can click the column header for Payee. Unfortunately, it wasn't easy to see which column was being used to sort the transactions. In 6.6, we've made this a lot easier. Now, the column header for the sorted column has blue lettering, and there's even a line at the top to make it obvious which column is controlling the sort.
  • IMPROVED We've updated the Report Toolbar with two new options: Duplicate and Export. Now you can duplicate or export a report without opening it first. Finally, we've moved the Create New Report button that used to be in the report sidebar into the report toolbar, making it easier to find.
  • FIXED Fixed an issue that could cause payee names and transfers to change, unexpectedly, after sync.
  • FIXED Fixed sync issues in investment accounts, including a bug that could cause the account type to change to “Other” after sync.
  • FIXED Fixed an issue that could prevent newly created scheduled transactions from appearing in your register, or in Bills & Income.
  • FIXED Fixed an issue that could prevent transactions from importing from Web Connect (QFX) files.
  • FIXED Fixed an issue that could cause Total values to display incorrectly in reports.

Version 6.5 (December 2021-January 2022)

Our new 6.5 release is exciting, with many enhancements. This includes a new investment dashboard toolbar, account sidebar indicators, auto-reconcile, bill presentment, and bill pay.

  • NEW We've added a new toolbar to the investment dashboard. Change the date on the dashboard to see what your Holdings, Top Movers, and Allocation by Security and Asset Class were yesterday or even a year ago. Define the accounts to include in the dashboard when looking at Investments, Brokerage, Retirement, or Education account groups. You can update quotes, go to Account Settings, and hide cents using the Dashboard Cards.
  • IMPROVED Our Dashboard Cards now expand horizontally and vertically to match the window so you can see more information. If the window is narrow, your dashboard will switch to a single column and you will see one card per row.
  • IMPROVED The Holdings card is now wider so that you now can see the security name instead of the stock symbol. Also, both the Change (%) and Change ($) columns will appear if the card is wide enough.
  • IMPROVED The Allocation Cards have been updated. You can now hover over the security name or a pie wedge to get more detailed information. We also display more pie wedges now that selecting a wedge is easier.
  • NEW In the Securities window, you can now control the asset mix for each security, mutual fund, and ETF. You can let Quicken maintain and update the mix or define your mix manually.
  • IMPROVED We’ve updated the look and feel of the security window. One key improvement was to reformat the date column under price history to improve readability.
  • BETA We'll be turning on the ability to download market value numbers for roughly 800 more investment accounts. This includes Robinhood, M1 Finance, Fundrise, and others. You won't be able to see transactions for these accounts and in many cases only the market value will download rather than the individual securities, but including these accounts will help you more accurately track your net worth in Quicken. This is a beta feature and may not work perfectly for all brokerages.
  • NEW You can now choose to have the blue dot by your account indicate unreviewed transactions instead of new transactions. This helps guide those who want to review all their transactions. Click the three dots at the top of the account sidebar to choose.
  • NEW For those who review transactions and use auto-reconcile, we've added an option to preferences that automatically marks manually reconciled transactions as reviewed but leaves auto-reconciled transactions as un-reviewed. This allows you to know which auto-reconciled transactions need to be reviewed and categorized.
  • NEW In this release, we've added an auto-reconcile indicator in the account sidebar. This will tell you whether an account was successfully auto-reconciled after an Update or if the account still needs to be manually reconciled because the online balance did not match the Quicken balance.
  • NEW Some eBills can take a long time to complete. Other eBills would not complete and fail instead. Our new Add eBill step-by-step process doesn't wait for everything to finish. It can now put an eBill in a pending state to be completed offline. The result of this change is eBills that were difficult to add before should now work.
  • NEW Added a new Pending Tray to the bottom of Bills & Payee screens that lists all pending eBills. Keep an eye on the status of the eBills because some may need additional information from you to complete the process of adding them to Quicken.
  • NEW The Add eBill process has also been redesigned to allow you to add multiple eBills from the same bill provider. For example, if you have multiple Chase credit cards you can add them all at once instead of adding them one at a time as you had to do in the past.
  • NEW We'll automatically set up and propose a scheduled transaction to represent your bill. You can easily choose to edit or decline the proposed scheduled transaction.
  • FIXED Fixed an issue where the Income scheduled transaction type would change to Bill when splitting the transaction.
  • FIXED If Highlight accounts with unreviewed transactions was set, fixed an issue where unmatched, manually entered transactions would incorrectly cause the blue dot to display after downloading transactions.
  • FIXED Fixed an issue where the holdings dashboard card displayed the wrong number of shares for options.
  • FIXED Fixed other minor stability and quality issues.
  • FIXED Fixed an issue in which data in Summary and Comparison reports could become clipped or misaligned.
  • FIXED Fixed an issue in which the cash balance in some investment accounts would incorrectly change when more than one transaction download occurred on the same day.
  • FIXED Fixed other minor stability and quality issues.
  • FIXED Fixed an issue where some transactions would not be downloaded for Charles Schwab accounts when using v6.5.2.

Version 6.4 (September-December 2021)

Charles Schwab account holders: Update now to continue downloading transactions from Schwab. We've been working with Schwab on a new, upgraded connection which improves performance, security, and reliability. You will need version 6.4.3 to take advantage of this new connection. The old Schwab connection will be discontinued soon, so please upgrade now.

  • IMPROVED We’re updating the infrastructure used to connect Quicken to financial institutions, making it more secure and reliable. This is part of a long-term rollout that started in the last release.
  • IMPROVED We’re also improving connections for specific financial institutions. Charles Schwab will be the first. More details to come.
  • IMPROVED In the category list window we’ve added a way to quickly see used, unused, income, and expense categories.
  • IMPROVED Continued to make Dark Mode better.
  • FIXED Scheduled transactions will now appear in the Reconcile window.
  • FIXED Fixed minor stability, quality, and performance issues.
  • EARLY ACCESS We've added a new Early Access feature for you to try out: Color Tags. If you turn this feature on in Preferences, you’ll be able to add color to your tags to help you better organize transactions. Since this is an Early Access feature, the color tags will only appear in Quicken on the Mac and won’t appear on web or mobile, and there isn’t a way to create a color tag from the register, but we think it’s still useful in its current form. Let us know what you think.
  • FIXED Fixed an issue that slowed search in the Payees & Rules window on Macs with a Touch Bar.
  • FIXED Added the ability for release notes to display properly in Dark Mode.
  • FIXED Fixed an issue where the v6.4 What's New window wasn't appearing after launching Quicken.
  • IMPROVED Made it easier for existing Schwab customers to switch to the new connection.
  • FIXED Fixed an issue that could cause transaction downloads to fail, which caused the update button to spin indefinitely.
  • FIXED Fixed an issue where Quicken gets stuck when upgrading financial institution connectivity.
  • IMPROVED Improved performance during the connectivity upgrade process.
  • IMPROVED Improved reconnecting to Schwab accounts. Fixed an issue where hidden accounts would cause the Schwab Reconnection alert to appear. Added the list of accounts that need to be reconnected or disconnected to the alert.
  • IMPROVED Reconnected Schwab accounts will now maintain the existing Simple vs Detailed Tracking setting.
  • IMPROVED Improved transaction updates to reduce occurrences of duplicate transactions.

Version 6.3 (July-September 2021)

6.3 is here! We’ve made improvements to investments, budgets, reconcile, and... we’ve added a bit of darkness. Read on to find out more!

  • NEW The new investment dashboard gives you a quick glance at your holdings. It highlights the top movers for the day and provides an allocation view of securities and asset classes.
  • NEW Many people find investment accounts complicated and overwhelming. For these customers, we've created our simple tracking option. Simple tracking lets you focus on the information that matters most. You don’t have to deal with the complications and hassle of tracking individual investment transactions.
  • IMPROVED We’ve added one-week, one-month, three-month, and six-month options to the Portfolio Chart.
  • NEW You could always budget your mortgage payment if you used a loan payment category. Now, you can also budget your mortgage payment using a detailed scheduled transaction. Look for Loans (Detailed Payments) in the budget category picker and choose the loan payment you want to track.
  • NEW We've made big improvements to our reconcile feature in the past two releases and this release continues to make advancements. In this release, we're giving you the ability to auto-reconcile online accounts. When you use auto-reconcile, if the online account balance matches your Quicken balance, your transactions are automatically marked as reconciled. Alternatively, you can set Quicken to notify you if the two balances match, and you can still manually review the transactions and mark them as reconciled.
  • NEW We've always had blue dots on the sidebar to indicate when an account had new transactions. Now, the Quicken sidebar will also notify you when there are issues with an account. Selecting a notification dot will bring up the account status window.
  • NEW Because we believe many people will prefer our new sidebar indicators to the Activity Status window, we’ve given you the ability to turn off Account Status so it doesn't appear after updating accounts.
  • NEW If there are issues with an account, a status banner will appear at the top. In most cases, there will be a button to start the process of fixing the account.
  • IMPROVED We continue to get Care calls from customers who think they've lost transactions only to find out their register was filtered. We've changed the Clear Filters button from white to green to make it easier to see when your register is filtered.
  • NEW We've created a feature called Early Access in which you can get an early look at new features before they are "officially" shipped. By selecting this feature, you will also be the first to be notified when we release updates. Check it out in Preferences.
  • NEW The inaugural Early Access feature is Dark Mode. We've had a large number of customers ask for this feature, but we knew it was going to take multiple releases to complete. We're introducing Dark Mode under the Early Access banner with the understanding there continues to be a number of cosmetic issues that remain to be fixed but for many of you, the current state might be good enough. Let us know what you think or report issues by using the Report a Problem feature under the Help menu.
  • FIXED Fixed an issue in which the Portfolio View settings weren’t saved or restored.
  • FIXED Fixed an issue in which accounts with different currencies were incorrectly grouped together when selecting Investing, Brokerage, Retirement, or Education in the sidebar.
  • FIXED Fixed minor stability and quality issues.
  • IMPROVED The Investment Dashboard now displays information from the same accounts that you have selected for your Portfolio and Transaction views. You’ll see this information when reviewing the Investing, Brokerage, Retirement, and Education groups.
  • FIXED Restored the previous colors used in our Calendar View.
  • FIXED Fixed minor stability and quality issues.
  • FIXED Fixed an issue in reconcile where the first screen incorrectly displayed the register.
  • FIXED Fixed minor stability and quality issues.

Version 6.2 (May-June 2021)

  • IMPROVED We've redesigned Reconcile to streamline the design, remove unnecessary buttons, and feature the most relevant options. This unites Re-reconcile and Reconcile to give you more consistency across features.
  • NEW Get faster and more accurate answers to your Quicken questions by using the new online, unified help. A single search location will deliver results from Quicken help documentation, Quicken Care FAQs and support documents, videos, and the Quicken Community. Because your help is online, it will always deliver the most up-to-date information we have.
  • IMPROVED We're modernizing the technology we use to integrate with banks and other financial institutions to download and update your transactions. This is to improve the security, stability, and accuracy of your account data.
  • IMPROVED Improved account transaction download stability and reliability.
  • IMPROVED Enabled dragging and dropping investment transactions from one account to another so it now works like other types of accounts.
  • IMPROVED Improved the reconcile screen by including the previous reconciliation ending balance and date. A number of people missed seeing the previous balance.
  • FIXED Fixed an issue in the reconcile screen where switching from a Statement Balance to an Online Balance reconcile would incorrectly set the ending date.
  • FIXED Normalized exceptionally wide column widths in the comparison report and edit budget screen.
  • FIXED Stopped displaying an unnecessary "an unexpected error occurred" warning when updating accounts.

Version 6.1 (January 2021)

Quicken 6.1 introduces new reconcile functionality, a more consistent behavior for saving reports, and minor enhancements to bill pay.

  • NEW Reconciling your account is a great way to ensure that your Quicken balances match your bank or financial institution’s balances, but even previously reconciled transactions can inadvertently get changed or deleted. This causes discrepancies. Starting in 6.0, all of your reconciled sessions were remembered, and you’ll be able to review them in the new Reconciliation History window.
  • NEW If you see a discrepancy in the Reconciliation History, you can now re-reconcile the session to review and fix issues. You can quickly get your account balance back to its previous, accurate status.
  • NEW Previously, some small report changes, such as expanding and collapsing categories, were saved even if you didn't intend them to be saved. Now, Quicken will always prompt you to save your report, so that you can be sure the changes are what you want. If you want to avoid the prompt, select the Save button on the report toolbar.
  • NEW When prompted to save, you will also be given the opportunity to create a new report instead of saving the existing report.
  • NEW When you pay a bill using Quick Pay or Check Pay, you can now see the amount of your previous payment to that payee. This helps you better decide the payment amount for the current bill.
  • NEW For Check Pay, instead of sending your check using a specific Mail on date, you can now choose the date you want your check to Arrive by.
  • FIXED Fixed an issue where some QuickFill rules were getting deleted after editing and syncing.
  • FIXED Fixed an issue in which editing the date of a scheduled transaction removed the instance from the Calendar view.
  • FIXED Fixed an issue in which transactions that were improperly identified by the bank were skipped by Quicken, which resulted in missing transactions.
  • FIXED Fixed a QuickFill issue that could cause the transfer account to be removed when tabbing through the category field.
  • FIXED Fixed an issue in which Asset and Liability information was missing from the Accounts Summary report.
  • FIXED Fixed issues with Report a Problem. The feature would fail if it appeared during Quicken launch or if comments were too long.
  • FIXED Fixed a few minor issues in Reconciliation History and Re-reconcile.

Version 6.0 (November-December 2020)

Quicken 6.0 introduces a refreshingly new, yet familiar, user experience inspired by macOS Big Sur.

  • NEW Quicken is now a Universal app which means it will take full advantage of the power and speed of new Apple Silicon Macs.
  • NEW We removed the title bar and replaced it with a new Q button. The Q button is located on the right side of the Quicken window. Using the Q button menu, you can view your file name and access your Quicken account.
  • NEW We restyled the quick access items at the top of the Quicken window to make them a more seamless, refined element of the design. You’ll still see easy-to-find links to key Quicken areas such as Home, Reports, Budgets, Bills & Income, Calendars, and Alerts.
  • NEW We adopted Apple's standard icons for many of the toolbar buttons in Quicken to provide a more consistent and familiar experience.
  • NEW In the register, we changed the Today line from blue to green to make it visible even when you've selected a transaction next to the line.
  • NEW We revamped the Account Settings window so you can more easily manage your accounts.
  • NEW We recently added several new Net Worth reports. To improve on these, we’ve now provided the ability to drill-down on net worth report segments to see the individual transactions that determine the amounts.
  • IMPROVEMENT On the Report toolbar, we changed the Customize button to an Edit button to better represent its purpose. Use Edit to change your date range, and to select accounts, categories, tags, or payees. You can also use Edit to define advanced report functionality for grouping, organization, and how to handle transfers and adjustments.
  • NEW We added a new Usage window that provides more detail regarding the number of payments you’ve made and how many payments are left in your allotment.
  • IMPROVEMENT We've added a new Pay Another Bill button in the Quick Pay and Check Pay window to make paying bills faster.
  • NEW Quicken v6.0 requires macOS 10.13 or higher.
  • FIXED Fixed a Reinvested Dividend issue in the register where the price per share calculation wouldn't update.
  • FIXED Fixed an issue where the Splits tab in the register didn't appear on some bank bill pay transactions.
  • FIXED Added a number of stability improvements.
  • IMPROVED Added a link to My Account from within the Bill Manager Usage screen.
  • IMPROVED Added New Calendar as part of the Calendars menu in the top navigation.
  • IMPROVED Added account name to the Tax Schedule CSV exported report.
  • IMPROVED Hid the Bill Pay tab in Account Settings if the account can't be enabled for Bill Pay.
  • FIXED Made the Notes field in Account Settings scrollable.
  • FIXED Fixed a formatting issue in the Net Worth Over Time CSV exported report.
  • FIXED Fixed an issue where Bank Bill Pay was disabled in the Bill Pay register tab when it should have been enabled.
  • FIXED Fixed an issue where editing the date of a scheduled transaction instance would make it disappear from the calendar.
  • FIXED Fixed an issue where the arrow keys didn't work in the calendar until first clicking on the calendar view.
  • FIXED Fixed an issue where editing a QuickFill rule would result in the rule being deleted.
  • FIXED Fixed a Direct Connect account sync problem.
  • FIXED Fixed an issue in Edit Budget (introduced in version 6.0.2).