Quicken for Windows: Manual Patch Update

Overview

Want to make sure you have the latest patch update for your Quicken software? You've come to the right place!

Before you begin

• While we provide the patch update below, they can also be found in Quicken by going to Help > Check for Updates.

• You can check your release version by opening Quicken and going to Help > About Quicken.

• If you reinstall Quicken, make sure you've installed the latest patch release before opening your data file; otherwise, you may be unable to use online services.

Important: If you missed any releases, don't worry. You only need to download the most recent release to update Quicken.

Download the Latest Update (US Versions)

Download the US Manual Patch Update (278.41MB)

Download the Latest Update (Canadian Versions)

Download the Canada Manual Patch Update (419.21MB)

How to Install the Update (US and Canada)

1. Click on the link above for the update you prefer (these steps apply to both).

2. In the bottom left corner of your browser, click Open file when the download is complete.

3. Follow the on-screen instructions to install the update.

4. When finished, you can verify the release version of Quicken by selecting the Help menu in the software and choosing About Quicken.

Release Notes (U.S.)

Release R61.21 (US Versions, February 2025)

• FIXED - An issue where selecting a Tax Line Item incorrectly assigned it to a different tax form.

Release R61.20 (US Versions, February 2025)

• FIXED - Issues causing application crashes.

Release R61.16 (US Versions, February 2025)

Taxes

• IMPROVED - 2025 IRS mileage rates updated.

• IMPROVED - It is now easier to find and select tax schedules and Tax line items when customizing a category for tax reporting.

• FIXED - An issue relating to transfer transactions between accounts with associated tax line items in the Tax Schedule and Tax Summary reports.

• FIXED - An issue where account-level tax category assignments were not reflected in the Tax Summary report as expected.

Investments

• NEW - You can now see your portfolio Day Change on the Top Movers home page dashboard card.

• IMPROVED - The investment account pop-up registers now allow smaller vertical resizing.

• FIXED - Issues moving transactions between linked investment accounts and their associated cash accounts.

• FIXED - Issues with Overall Total calculations in Investment Performance Report when subtotaling by Security Type.

• FIXED - An issue where custom asset classes were excluded from the Portfolio Rebalancer table.

Transactions

• IMPROVED - The downloaded transactions banner will update the remaining count immediately after accepting transactions.

• FIXED - An issue with transaction downloads after a file reset, ensuring the full 30-day range is included.

• FIXED - An issue causing duplicate transactions when editing categories with pending transactions enabled.

• FIXED - An issue that caused incorrect "transfer to the same account" errors when editing transactions.

• FIXED - Duplicate transaction downloads caused by changes to transaction IDs from Arizona Federal Credit Union.

Other Fixes

• FIXED - Issues with customized Banking Summary, Cash Flow, and Cash Flow by Tag reports.

• FIXED - An issue where dashboard cards (like Top Spending, Income & Expense, or Portfolio) were excluding separate accounts even if they were explicitly included in the card filter.

• FIXED - An issue where Living Expenses calculations in Lifetime Planner were incorrectly including separate accounts.

• FIXED - An issue with Online Backup failing due to network connection errors.

• FIXED - An issue where manual backup reminders failed to display as expected when exiting Quicken.

• FIXED - An issue in Business & Personal where you could not select a hidden account when using the Create Invoice option in the Business toolbar.

• FIXED - Data entry issues in Write Check window (category field was not automatically populated with the payee when selected and last used date was not remembered).

• FIXED - An issue where hidden accounts were not shown in the Create Invoice dropdown.

Release R60.20 (US Versions, January 2025)

• FIXED - The link to Home Inventory Manager was broken. Note: Home Inventory Manager is a discontinued and unsupported application. If it stops working in the future, no further updates will be provided.

• FIXED - Issue causing crashes in some instances.

Release R60.15 (US Versions, December 2024)

• FIXED - Issues causing application crashes.

Release R60.14 (US Versions, November 2024)

• FIXED - Issue causing crashes in some instances.

Release R60.12 (US Versions, November 2024)

Taxes

• IMPROVED - Tax Export now creates a single TXF file that combines Capital Gains with other tax information, and you can specify the tax year for the export. Quicken can also create a tax export file in the modernized TXJ format. You can still create separate export files using Tax Tools in the Planning/Tax Center tab.

• IMPROVED - Updated tax rates for 2025. The new tax rates are effective January 1, 2025.

Reports & Display

• IMPROVED - Access to the "Collapse all graphs in reports by default" setting has been added to the Display dialog in reports.

• IMPROVED - The Account Bar now displays totals for individual sections within main account groups.

• FIXED - The Investment Asset Allocation report no longer includes sold or expired securities.

Preferences

• IMPROVED - You can now search for specific settings in the Preferences dialog.

Other Fixes

• FIXED - Transaction dates retain separator hyphens when using the (ddd dd-MM-yyyy) short date format (e.g., Tue 12-11-2024).

• FIXED - Subscription checks are now verified at launch to enable access to connect to Quicken and LifeHub.

• FIXED - Some issues that could result in software crashes.

For previous release notes, click here.

Release Notes (Canada)

Release R60.18 (Canada Versions, December 2024)

What's Improved

• Access to the "Collapse all graphs in reports by default" setting has been added to the Display dialog in reports.

• The Account Bar now displays totals for individual sections within main account groups.

• You can now search for specific settings in the Preferences dialog.

What's Fixed

• The Investment Asset Allocation report no longer includes sold or expired securities.

• Transaction dates retain separator hyphens when using the (ddd dd-MM-yyyy) short date format (e.g., Tue 12-11-2024).

Release R59.9 (Canada Versions, October 2024)

What’s Improved

• Updated page scaling functionality for reports, enabling adjustment of report width and height with changes reflected in the print preview.

• Added color coding for Gain, % Gain, Change, and % Change values on the Security Detail view, using green for positive and red for negative values.

What’s Fixed

• Transactions now appear in the Security Detail view for holdings in investment accounts marked as Separate.

• The Recent Payments section on the Bills tab now loads properly after restarting with Show recent activity selected.

• Resolved a crash when scrolling the Memorized Payee List in the Edit Transaction Group under Bills.

• The sort preference in the Portfolio section of the Investment Dashboard is now retained when changing the account selection.

• Manually entered stock prices in the Edit Price History now retain decimal formatting instead of converting to fractions in the Canadian edition.

• Bond transactions (Bought and Sold) are now correctly accepted into the register for customers with Auto Accept turned on.

• Issue viewing Investment Dashboard in Quicken Classic for Canada.

• Corrected an issue in the Move Transactions tool for investment accounts where the wrong transactions were being selected.

• Pending transactions edited in companion apps now retain their category after syncing back to Quicken Windows.

• Rollover for budget parent categories now works correctly when the Everything Else section has a non-zero amount.

• The _RlzdGain category in the Planning tab now consistently shows net gain/loss, aligning with the budget and income/expense reports.

• Addressed an issue preventing login to Quicken for Windows on non-English language operating systems.

• Resolved an issue causing Quicken to crash when opening data files due to .NET framework installation errors.

For previous release notes, click here.

If you encounter a problem while attempting to download the Manual Patch, please reach out to Quicken Support.

Troubleshooting

• If you click the link for the patch and the download doesn't begin, make sure your browser does not have a pop-up blocker enabled that could be preventing the patch from downloading.

• If you are seeing an Unable to check for updates, the server file failed to load error, you find more information on that message by clicking here.