Quicken for Mac Release Notes

How to Update Quicken

1. Select the Quicken menu > Check for updates

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 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

Previous Releases (2024)

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.