For online accounts, Quicken Mac can determine the account type (Checking, Savings etc.), saving users an extra step. Easier to Add Accounts: Now users can add an online or offline account from the same window, then dive into the details.The new Sidebar contextual menu options allow user to quickly Hide an Account, make it Closed, or Keep it Separate.For investment customers, the graph on the Security Detail View now optionally includes indicators for when the number of shares of the security increased or decreased.The option is available under Account Details > Online Services.

Added a Don’t update memo when downloading option for customers who do not want their memos overwritten.

This dashboard will be the default for new customers.

A new dashboard is available with snapshots including Top Spending Categories, Top Payees, Uncategorized Transactions, Recent Transactions, Investment Top Movers, Portfolio Value, Net Worth, Income & Expense, and Bills, Income & Transfer.

Modify properties of multiple transactions using Edit on transactions screen.

Adding option to append time to a backup file name as well as the date.

Added the new Investment Partnership security type and asset class designed for tracking venture capital investments.

Update investment quotes and positions without updating/downloading bank accounts.

IMPROVED: When the information is available, customers can now download over 90 days of transactions (up to 2 years) from their financial institution when adding an account.

Added the ability to duplicate cards on the New Dashboard to filter and view information from different account types.

Added Restricted Stock Units (RSUs) tracking in investment accounts, accessed from “Enter Transactions”.

This facilitates reviewing investment positions for tax loss harvesting.

The Portfolio Value report has been extended with column sorting and an option to show lot details.

Upgraded the Find and Replace tool in the register to allow you to search using find multiple criteria and replace values.

For example, if a bill comes every 30 days instead of monthly.

Users can now schedule bill reminders for every x days using the Daily frequency option.The Other Investments option can be used for setting up Stock Options, RSUs, Investment Partnerships, and other manual investments using Quicken Premier and Quicken Home & Business. A global preference is also available to set cryptocurrency precision of six to eight decimal places.Ĭreated the Other Investments option as part of the Add Account feature. Investment customers (Quicken Premier and Quicken Home & Business) can now add and track cryptocurrency the same way as any security in Quicken. Real-time quotes can be turned on or off using Edit > Preferences > Investments. For investment customers (Quicken Premier and Quicken Home & Business), real-time quotes are now available.

Quicken home business 2017 update