Quicken for Mac Release Notes

Applies to:
Premier
Deluxe
Starter
Business
Updated: March, 13 2025 3:37PM
👍   people found this helpful

How to Update Quicken

1. Select the Quicken menu > Check for updates

MacCheckforUpdates 2024
Welcome!

Still need help? Contact Us

Or Contact Us:
Product Support
For the best support experience, please sign in with your Quicken ID. We'll find your account and get you to the right team:
For Sales & Renewals, or if you're having trouble signing in:

2. If an update is available for your software, you'll be presented with the ability to download and install the update.

3. If your software is already up-to-date, we'll let you know (and which version you're running).

Latest Release: Version 8.1 & 8.1.1 (2/2025 & 3/2025)

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

8.1.1 Bug Fixes and Improvements

  • IMPROVED - Improved tracking of investment account values for accounts that previously displayed zero balances

  • IMPROVED - Added date filter on the invoice dashboard card to provide more flexibility in reporting payments received

  • FIXED - Fixed a bug where clicking the paperclip icon on a transaction in the register no longer displayed the attachment pop-up

  • FIXED - Fixed a bug that could cause some investment accounts to display no holdings after updating accounts

Previous Releases (2024)

Version 8.0 & 8.0.1 (1/2025)

Business & Personal

  • NEW - Added ability to invoice clients, receive payments, manage sales tax, issue client credits and refunds, and more

  • IMPROVED - Added business address and logo to Business details

Import and Export

  • IMPROVED - Support added for Lending Loans export/import between Quicken Windows and Quicken Mac

Security Detail

  • IMPROVED - Allow sorting transaction history by any column

Capital Gains Estimator

  • IMPROVED - Now able to update the sell price of a lot

  • IMPROVED - Added a new column to show Account security belongs to

  • IMPROVED - Added ability to display securities by symbol or name

Other Changes

  • FIXED - Squashed over 30 pesky bugs

Current macOS Requirements

  • ANNOUNCEMENT - Quicken v8.0 requires macOS 12 or later

8.0.1 Bug Fixes and Improvements

  • IMPROVED - Added a toolbar to the Invoices and Clients views under the Business tab, enabling quick access to common invoicing actions

  • FIXED - Fixed a crash that could occur when importing a Quicken for Windows file

  • FIXED - Fixed a crash that could occur when recording a transaction

  • FIXED - Fixed a bug where an errant checkbox could appear when editing a transaction

Version 7.10 & 7.10.1 (10/2024 & 11/2024)

Online Backup

  • NEW - Automatically backup your financial data and Quicken will keep it safe in case of hardware failure or other emergencies (available in v7.9.1 or later releases as a separate subscription)

Investments

  • NEW - The new Capital Gain Estimator lets you create a stock sales scenario that works for you with an estimate of your net proceeds and tax implications

  • IMPROVED - Enhancements have been made to the Security Detail feature

Zillow Integration

  • NEW - Use automatic Zillow updates to keep your property estimated market values current (only available in the Premier and Business & Personal tiers). For instructions, click here

Loans

  • NEW - Export your Loan Payment Schedule (amortization) to a .csv file

Future macOS Requirements

  • ANNOUNCEMENT - 7.10 is the last release with support for macOS 11. For more information, click here

7.10.1 Bug Fixes and Enhancements

  • IMPROVED - We have made Capital Gains Estimator improvements and fixed bugs

  • FIXED - We addressed a number of issues with Zillow® property value updates

Version 7.9 & 7.9.1 (8/2024 & 9/2024)

Accounts

  • NEW - You can now add and view attachments on accounts

Bills & Income

  • NEW - You can now choose a default action for a scheduled transaction in Bills & Income

  • IMPROVED - Added the Memo column to Bills & Income > Income tab

Investments

  • NEW - Added Security Detail view that displays information about a security including graph, price history, purchase history, and more

Bug Fixes and Improvements

  • IMPROVED - Register printouts now include starting and ending balance

  • FIXED - Fixed a bug that could, in some cases, prevent the Market Value in investment accounts from updating after manually updating a security price

  • FIXED - Fixed a bug that could cause duplicate securities to be added to the watchlist

  • FIXED - Fixed bugs that prevented Volume and Opening Price values from being stored

  • FIXED - Fixed bugs that could cause the Update Accounts progress indicator to prematurely report that the update completed, or in some cases caused the indicator to continue spinning after an update had completed

7.9.1 Fixes

  • FIXED - Fixed a layout bug in printed reports

  • FIXED - Bug fixes and improvements in Security Detail and Account Attachments

  • FIXED - Fixed a bug where a .QXF file exported from Quicken Mac could fail to import into Quicken Windows due to an OL-220 error

Version 7.8, 7.8.1, & 7.8.2 (6/2024 & 7/2024)

Investments

  • NEW - Added a Watchlist which allows you to monitor specific securities for potential trading or investing opportunities (available in Premier and Business & Personal subscriptions)

Reports

  • NEW - You can now create folders to organize your custom reports more efficiently

Loans

  • NEW - You can now create a Loan to Others to track received payments and income interest for a loan you have made to another person or a business

Fixes

  • FIXED - Fixed an issue where an edited transaction was not scrolled back into view when saving

  • FIXED - Fixed an issue where the search field was cleared when switching between tabs in the Payees & Rules window

7.8.1 Fixes

  • FIXED - Fixed a crash that could occur when adding a security to Watchlist

  • FIXED - Fixed a bug that prevented long category names from displaying in Transaction reports

7.8.2 Fixes

  • FIXED - Fixed a 7.8.0 issue that caused Quicken to save more backups than specified in Settings > Backup

  • FIXED - Fixed a bug that prevented some Watchlist view settings from being saved

Version 7.7 & 7.7.1 (4/2024 & 5/2024)

Accounts

  • IMPROVED - You can more easily toggle between balance types (Today, Online, and Projected) in the Sidebar customization menu.

  • IMPROVED - We‘ve streamlined the progress indicator in the Sidebar while updating accounts.

  • NEW - Move Transaction and Match Transaction have been added to the right-click and Transaction menus.

  • NEW - Home Dashboard can now be customized by changing the currency.

Bills & Income

  • IMPROVED - You can now set Projected Balance view to 2, 3, 5, and 10 years in the future.

Reports

  • NEW - Reports can be customized by Memo field and Reconciliation Status.

Investments

  • IMPROVED - The Name field now remains visible when scrolling in

    Portfolio View.

Business & Personal

  • NEW - You can now export mileage tracking records to .CSV.

  • NEW - Business Dashboard can now be customized to hide/show cards and change currency.

7.7.1 Fixes

  • FIXED - Fixed a crash that could occur when downloading transactions or syncing on Intel-based Macs.

Version 7.6 & 7.6.1 (3/2024)

Lists

  • IMPROVED - In Tags and Categories lists, you can now hide/show, see the number of uses, and run a report for each used item.

Investments

  • IMPROVED - We have updated the layout of the Schedule 3 - Capital Gains and Losses report to more closely match the Canadian tax reporting requirements.

Dashboard

  • 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.

Business & Personal

  • 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.

Other Improvements

  • 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.

7.6.1 Fixes

  • 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, 7.5.1, & 7.5.2 (1/2024)

Reports

  • 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.

Home Dashboard

  • 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.

Bills & Income

  • 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.

Quicken Mac Business & Personal

  • 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.

7.5.1 Fixes

  • 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.

7.5.2 Fixes

  • 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.

Previous Releases (2023 and older)

For older release notes, click here.

Article ID: GEN00526

Agent Notes

Welcome!

Still need help? Contact Us

Or Contact Us:
Product Support
For the best support experience, please sign in with your Quicken ID. We'll find your account and get you to the right team:
For Sales & Renewals, or if you're having trouble signing in: