QD2012 R3 Release Notes

Lots of good changes:

Online Banking

NEW. One Step Update now allows you to download immediately without confirming your selections in the One Step Update Settings window. The immediate download occurs only if you are using the Password Vault to store your passwords and you are not sending online payments. FIXED. We resolved an issue in account setup where Quicken couldn't identify the type of account it had discovered at a financial institution. Quicken now notifies you of this situation and suggests that you try again while adding accounts of known types. FIXED. We resolved an issue that prevented One Step Update from completing because of your Internet Explorer cookie settings.

Investing

FIXED. We resolved a screen refresh issue that occurred in Portfolio View when sorting transactions. FIXED. We resolved an issue where Quicken incorrectly created a Sold transaction in Compare to List for an option close when the position was short. Quicken now uses the correct Cover Short action. FIXED. We resolved an issue where Quicken would not set focus to the next transaction in the Compare to List window. FIXED. We resolved an issue where closed lots would not show the closed short positions in Portfolio View.

Planning

FIXED. We resolved an issue where Quicken did not correctly remember the expanded or collapsed state of your budget items between sessions. FIXED. We resolved an issue where flyover test didn't appear in the Budget window. NEW. We added Category Group total to the Advanced Budget window. FIXED. We resolved an issue where the Everything Else line in the Budget window was not updating calculations when viewing multiple months. FIXED. We resolved an issue where budget category pop-up didn't filter transaction for the time range selected.

Reports

FIXED. We resolved an issue where the Tax Summary report showed the Num field as cash and the Description filed as 0.00 instead of the payee name.

Bill Management

IMPROVED. We enhanced the Scheduled Transaction Group user interface. NEW. We added the ability to enter negative amounts during Paycheck setup. FIXED. We resolved an issue where the sort order on the Bills tab was not retained. FIXED. We resolved an issue where paychecks were not updating correctly when

401(k) or flex spending contribution amounts were changed.

Register

NEW. We added the ability to change the size of the Compare to Register window in spending account registers. To do so, just drag the window border. FIXED. We resolved an issue where the sort order of the Num field in the Compare to Register window was incorrect. NEW. We added the ability to identify the renaming rule associated with a memorized payee. To do so, choose Tools menu > Memorized Payee List, then select a payee and click Edit > Edit Renaming Rule. FIXED. We resolved an issue where the link to the transfer account transaction was broken when matching a downloaded transaction to a manually entered transaction. FIXED. We resolved an issue where Quicken didn't update the Spending tab correctly after downloading transactions. FIXED. We resolved an issue where you had to click the Clear Split Lines button twice to get it to clear the lines in a split transaction.

Rental Property

NEW. We added the ability to print a copy of the Rent Received form content (aka Rent Received receipt).

Reply to
Robert Neville
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Hi, Robert.

A welcome change that is not in your listing:

Investment Registers now have a "Share Bal" column that shows the number of shares for each transaction (200 shares for a current dividend receipt, for example). We have to adjust the column widths to compensate for this added column - but that's only a one-time bother the first time we use that Register. Just drag the column divider bar in the header, like in Windows Explorer and many other places in Windows.

I haven't explored all the changes yet, but it appears that Intuit is listening to us users. ;

Reply to
R. C. White

Yes! I just posted in another thread that unlike all other account types, investment account columns do not auto-resize to keep the same view when the main Quicken window is resized. As I have a fairly large monitor and most often don't maximize Quicken, I just resized the columns to fit within the smallest window size I use, and all is (relatively) fine. Not a complete fix, but good enough to quell my frustration ... for now. ;-)

Regards,

Margaret

Reply to
Margaret

Wasn't that part of the *original* Q 2012 release and NOT included in the R3 patch which is why it wasn't listed?? It's not new.

Reply to
Andrew

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