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Web Releases 4.66.0

Hello everyone!

Here are the issues and features we were able to tackle with the 4.66.0 Web Release, released July 10th:

FIXED: Incorrect signage assigned when creating a manual credit account.
FIXED: Payee names cut off in the account register when hovering/editing.
FIXED: QBP: Uncategorized business transactions are not displayed in the Link Expense dialog until categorized.
FIXED: QBP: Investment Transactions are presented in the list when creating a Recurring Subscription.
UPDATED: Moved Retirement Planner to Planning Tools.
UPDATED: Moved Credit Score to Planning Tools.
UPDATED: Moved Refund Tracker to Bills & Income.
UPDATED: Renamed Refund Tracker to "Refunds".
UPDATED: 'All Recurring' under Bills & Income has been renamed to "All Series."
UPDATED: Unified the Reports Date Pickers between QBP and Basic.
ADDED: A Planning Tools menu option.
ADDED: Persistent Filters & Views in Reports.
ADDED: Historical estimates for Investments: Balances.

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Thank you!

Coach Natalie

1

Re: Suitable category for Investment account transactions

You should be able to give them different payees, e.g., Target and Target Fund. I have Amazon for one category, Amazon Prime for another and Amazon Kindle for yet another.

I think the payee is the way to go. Try it out.

SRC54

1

Re: Persistent Filters & Views in Reports: Share your feedback here!

Hello @markv,

Thanks for the reply! I went ahead and merged your thread here, as it deals with persistent filters in reports within Quicken Simplifi. I am glad you were able to navigate to the report view you wanted!

-Coach Jon

Coach Jon

1

Re: Transactions in liability accounts not included in reports (edited)

Hello @wck_austin,

Thank you for the reply. I was able to reproduce this behavior and can confirm we are aware of this issue. It appears that transactions recorded in Liability accounts are not being included in reports. I merged your thread with the existing thread here, where this issue was originally reported. We will be sure to follow up here when we have an update!

-Coach Jon

Coach Jon

1

Re: Savings Goal Doesn't Update

Hello @Maggioli ,

I decided to delete all of my goals and recreate them from scratch. I am not sure if that fixed it but that's what I did and then everything started working again.

brucelee1968

1

Re: Watchlist "This Month - Spent so far" amount should include only actual spending [EDITED]

Hello @DryHeat,

Thanks for reaching out! The "This month" total is a projection of how much you’ll spend this month if you were to keep spending at the current rate. It is calculated by using the transactions that have already occurred during the month, as well as any upcoming Reminders for the month.

Here is one of my watchlists as an example, showing the upcoming Reminders that add up to the projected total.

-Coach Jon

Coach Jon

1

Re: TIAA Reporting Connection Issues

Has there been any movement on this? I've had the same error with simplifi and tiaa for nearly three months now. If it keeps going how will quicken compensate for the loss of function?

Sberthrong

3