Sidebar

  • IMPROVED You can now resize the Separate Accounts section in the sidebar, offering more control over how you view and organize your accounts

Investments

  • NEW An Account filter has been added to the Capital Gain Estimator, allowing you to display securities by specific account (available in Deluxe, Premier, and Business & Personal subscriptions)

Zillow integration (available in the US for Premier and Business & Personal subscriptions)

  • IMPROVED The status of the property account linked to Zillow is now displayed in the Connection Status window

  • IMPROVED A blue dot next to Real Estate accounts now indicates that the account has received a price update

Business & Personal

  • NEW The new Invoices card on the Business dashboard provides quick access to invoice status, including totals for Open, Overdue, and Paid invoices

  • NEW You can now use the View Activity feature for an invoice, which displays a log of relevant actions and dates to help you quickly track its progress

  • NEW You can now easily import and export Clients information in Quicken, streamlining your client management process

  • NEW Added a Void Invoice feature, which lets you cancel invoices while preserving their records for tracking purposes

  • NEW You can now create a new category directly from the Create/Edit Product or Service window, simplifying the process of adding and organizing items

  • NEW You can now view the related invoice when deleting an in-use Billable Expense transaction from the register

  • NEW A Deposit Funds button has been added to Undeposited Funds accounts, making fund transfers easier

  • IMPROVED The invoice status now appears directly on the invoice, making it easy to see its current state (e.g., Draft, Open)

  • IMPROVED Invoice number(s) related to Client Payment transaction are now displayed in the Accounts Receivable register for better tracking

  • IMPROVED The Cash Flow report is now calculated using the indirect method, providing a more comprehensive view of cash flow

  • IMPROVED Users can now enter non-numeric values in the Invoice # field, offering more flexibility in invoice management

  • IMPROVED The Totals line on the Accounts Receivable Aging report now displays the sum for each column, making it easier to review outstanding balances

  • IMPROVED Added a Memo field in the Issue Refund window

  • IMPROVED Client column is now available on drill down detail reports, allowing for more financial insights and better client tracking

Other

  • IMPROVED Updated settings for 2025 IRS tax brackets, mileage rates, and quarterly Business Estimated Tax due dates

  • NEW Added a new item to the Q menu (main window) and Quicken menu (menu bar) for quick access to information about Quicken LifeHub

  • IMPROVED Updated the financial institution (FI) search in the Add Account flow to prioritize popular financial institutions, displaying them at the top of the search results