Major update this morning.
What's New Banking registers can now display Pending Transactions. You can now choose to display Pending Transactions if they are available for download from your financial institution. This allows you to see bank and credit card activity sooner, even before the transaction has cleared. You can turn this feature on or off. If on, you can choose to include or exclude pending transaction values from your running balance. For investment customers, Real-time quotes are now available. Real-time quotes can be turned on or off using Edit ? Preferences ? Investments. Compare to Register now features icons for the frequently used tasks of Go to bank website, Set up payment option, One step update, and Last download information. Investment customers can now add and track cryptocurrency the same way as any security in Quicken. A global preference is also available to set cryptocurrency precision of six to eight decimal places. Created the Other Investments option as part of the Add Account feature. The Other Investments option can be used for setting up Stock Options, RSUs, Investment Partnerships, and other manual investments.
Whats Improved: Updated Lifetime Planner calculations to reflect new tax laws and tax rates. The Investment Performance Report can now display subtotals by Option Group. Adding a new investment transaction will no longer automatically reload the transaction list as long as the transaction appears at the end of the list. Closed accounts no longer appear on the list of accounts to select for synchronization. For Home & Business users, Quicken now populates shipping addresses on invoices when they are available. Snapshots of all of a transactions attachments will now display in the Transaction Attachments screen. Users can now schedule bill reminders for every x days using the Daily frequency option. For example, if a bill comes every 30 days instead of monthly.
Whats Fixed: Issue downloading Transactions and Opening Balance during the initial setup of Schwab accounts. Bill and Income Reminders did not expand in Compare to Register for disconnected investment & banking accounts. The Bill card on the dashboard did not update some data properly. The prompt to choose between Simple or Complete Investing appeared for users adding non-investment accounts. Issues refreshing the list of financial institutions when adding accounts. Issues using Un-match this transaction when automatic matching occurred incorrectly after downloading new transactions.