Quicken Essentials for Mac Release Notes

The release of Quicken Essentials 1.6.1 contains an important compatibility update and a several bug fixes. Here are the most significant changes:

• Double-clicking an account in the Account Status window will open the register for that account.
• Files that have the HFS “busy” flag turned on will no longer cause a "File is busy" alert on Lion.
• Register searches using date ranges will now work properly in all time zones.
• Register searches will now find values in the Check # column.
• Direct Connect downloads that have unexpected Bond or Option data will no longer affect the market value calculation.
• Direct Connect servers that generate invalid OFX DTEND values will no longer prevent future downloads.
• Direct Connect servers that generate invalid OFX with un-escaped ampersands will no longer prevent downloads.
• Transactions that contain illegal characters (like tab, new line, and return) are no longer skipped when importing a Quicken 2007 file.
• Accounts that have a Last Check Number of 0 are no longer skipped when importing a Quicken 2007 file.
• Importing a Quicken 2007 file containing multiple accounts that have the same online banking settings will no longer cause some accounts to be skipped.
• Transactions that have split lines which do not add up to equal the transaction amount will no longer be skipped when importing a Quicken 2007 file.

Lion Compatibility

• Quicken Essentials is now compatible with Lion (Mac OS X 10.7).

Known Lion issues

• Backup/Restore with MobileMe will no longer work after activating iCloud.
• Horizontal scrollbar in Spending Over Time report will not display when using a touchpad.

Bug Fixes

• Changes to improve stability and the user experience when running Lion (Mac OS X 10.7).
• The end date or number of occurrences of a scheduled transaction is no longer ignored when exporting a QXF file.
• Creating or editing a scheduled transaction now displays a message if the next scheduled occurrence falls outside of the viewable date range.
• Clarified the options for showing/hiding scheduled transactions in the account Settings sheet.
• Deleting an unused category now displays a warning if any of its sub-categories are assigned to transactions.
• Bond holdings no longer show the coupon date as the maturity date.
• CMD+D now correctly duplicates register transactions.
• You can now import non-ASCII OFX files.
• Fixed a crash when running reports with a “@“ character in the name of a category, tag, payee, or account.
• Improved ability to “Merge Selected Payees...” with an item in the Edit Payees list gear pop-up menu to help consolidate multiple payees into one.

The release of Quicken Essentials 1.5.4 contains the following bug fixes, many of which were identified from your feedback. Thank you!

• Search/Find now finds dollar amounts that contain more than three digits.
• The roll-up of categories/sub-categories in budget settings no longer impacts income budget calculations.
• Budgets created in earlier 1.5 releases of Quicken Essentials now migrate properly.
• The large amount of trailing white space that was displayed at the end of budget reports no longer appears.
• Memo/Notes in split transactions now display properly in the Category Summary and Tax Schedule reports.

If you're currently using Quicken Essentials 1.5.3 or earlier, please see the additional changes below included in this update.

Shortly after releasing Quicken Essentials 1.5.2, we identified a problem that could cause the application to crash when performing an Online Banking update from the Account Status window. This problem has been fixed in the Quicken Essentials 1.5.3 release. If you're currently using Quicken Essentials 1.5.1 or earlier, please see the additional changes below included in this update.

This release of Quicken Essentials 1.5.2 contains several enhancements and many bug fixes. Here are the most significant changes:

Budget Enhancements

• You can now enter both income and spending goals when setting up a budget.
• We have improved the budget over/under rounding calculations and color transitions.

Investments Enhancement

• You can now use same ticker symbol in multiple investment holdings.

Reports Enhancements

• You can now include memos and notes in the Category Summary and Tax Schedule reports.
• Uncategorized items in Category Summary Report are now sorted alphabetically with the rest of the category items.
• We improved application performance when printing the Spending Over Time report in a large data file.

Register Enhancements

• You can now use the +/- keys to increment the check number in registers and the Write Checks window.
• Transaction registers now have a built-in paper-tape calculator in the amount fields – just enter an arithmetic operator such as + - * or / to use it.

File Operations Enhancements

• We improved the handling of situations where the volume on which the Quicken data file is located becomes unavailable.
• You can now export Quicken Essentials for Mac data using the .QXF file transfer format.

Bug Fixes

• We improved the help content for Reconciling accounts.
• The label under the Budget bar has been changed from "13 months" to "History".
• Search now finds amounts in split detail lines and negative amounts.
• On Mac OS 10.5, changes to the date range were not reflected in the Tax Schedule report. This has been fixed and no longer occurs.
• Changing a transaction's category was not updating the budget in the Overview. This has been fixed and no longer occurs.
• When creating a new budget, the opening sheet no longer scrolls horizontally.
• Pickers can be resized after they are torn off.
• The "Please Wait" window is now dismissed when an online update is complete.
• Empty budget bars no longer appear shorter than bars that have non-zero positive amounts.
• Under certain circumstances, the bars in the budget graph had different lengths within the same chart and the lengths appeared to change depending on the number of items in the budget. This has been fixed and no longer occurs.
• Undoing a deleted budget caused the application to crash. This has been fixed and no longer occurs.
• When importing a QXF file with downloaded transactions into an existing data file with downloaded AND manually entered transactions, the “merge” resulted in duplicate transactions. This has been fixed and no longer occurs.
• We corrected color/placement issues in the Budget Summary over/under values.
• The text indicator in the budget graph bar for negative spending/income now displays correctly.
• QXF import failed to import category tax schedule attributes. This has been fixed and these attributes are now correctly imported.
• If the Overview budget was set to the current month, clicking the budget took you to the main budget window, but the window displayed whatever month it was displaying previously -- not the month that was displayed in the Overview. In addition, the Next Month and Current Month buttons did not work. This has been fixed and no longer occurs.
• Adding tags to a budget followed by Undo and then Redo caused the settings sheet to crash. This has been fixed and no longer occurs.
• Fixed a crash during Online Banking enablement and download.
• In the Spending Over Time report, no bar was displayed when the total for the month was significantly less than other months. The graph now displays the shortest possible bar.
• When enabling an account for online banking, the Add Account dialog now has the manual "skip" option selected by default.
• You are now able to undo a category deletion from the Budget Settings/Manage Categories window without corrupting the budget.
• When enabling a SARSEP investment account type for download (Vanguard), the Account Found window was blank. This has been fixed and no longer occurs.
• The application can now detect potential data file corruption issues as they occur and will display the error message "Quicken has detected a fatal error and must quit. Please contact Intuit.” Upon subsequent launch of the application, the application will attempt to repair the damaged records.
• Selecting “Last Download" from the source list only displayed the content from previous selections in the source list. This has been fixed and no longer occurs.
• When an investment account was deactivated for online download and then reactivated with the same financial institution using the “Assist Me” button, an error message displayed saying “You have no more accounts to activate”. This has been fixed and no longer occurs.
• Fixed Error 12253 when performing an online investment download – we were incorrectly supporting open order investment download.
• You can now enter multi-line text in register "QuickFill" fields.
• If you created a new transfer transaction and then switched to the destination of the transfer, the originating account was not listed in the Transfer field - the field was blank. This has been fixed and no longer occurs.
• Budget settings calculations no longer include transfer transactions in order to be consistent with budget report.
• The Investment parent section of the Account Summary report did not show a subtotal, and looked like a calculation error when the section was expanded. It now has a subtotal when more than one account exists in a subsection.
• The application became unresponsive if you hid the application after re-activating an account. This has been fixed and no longer occurs.
• Clicking OK in budget settings while the progress bar was active removed all budget categories. This has been fixed and no longer occurs.
• Budgets were updated and refreshed at unexpected times, when nothing affecting the data in the budget graph had changed. This has been fixed and no longer occurs.
• Corrected the Available Cash Balance for online Merrill Lynch investment accounts – the money market holdings value (for ticker symbols CMAST, CMAT, IIAXX, MLEXX, MLIXX) was incorrectly being used as the Available Cash amount.
• If an online account was created without saving the Intuit ID Manager password on the Keychain, you were asked to login when attempting to update or delete the account. If you decided not to continue and closed the ID Manager login window, the application would freeze. This has been fixed and no longer occurs.
• Under specific circumstances, clicking on Overview and Update All caused the application to crash. This has been fixed and no longer occurs.
• Under specific circumstances, after adding new categories to a budget and then undoing the addition of these categories caused the addition of more categories to the budget to fail. This has been fixed and no longer occurs.
• If a number was entered in the transfer field of a transaction, and the number was not the name of an account, a "same account transfer" was created. We no longer allow the entry of a number for a transfer unless that number is also the name of an account.
• Renaming a subcategory to an existing subcategory name, and then accepting the merge and then undoing the merge deleted the existing subcategory from the Category list. This has been fixed and no longer occurs.
• If a manually entered Split transaction with transfers was not automatically matched to a downloaded transaction, and you manually matched it to a downloaded transaction, and then marked the transaction as reviewed, the transfer amount in the *original* split transaction was updated to a negative amount causing the split to be out of balance with the transaction total. This has been fixed and no longer occurs.
• Printing a budget at the beginning of the month caused the Today indicator line to print to the left of the actual budget chart. This has been fixed and no longer occurs.
• We no longer permit MobileMe Restore to overwrite an open Quicken data file.

This release of Quicken Essentials 1.5.1 contains several enhancements and many bug fixes. Here are the most significant changes:

Investments Enhancement

• You can now enter cost per share information for your investment holdings. To do so, click the Enter cost per share button while adding or editing a holding. You can then enter the cost per share plus any commission you paid to purchase the security or holding.

Reports Enhancements

• Added new report filters.
• Improved report generation performance.
• Improved the Spending Over Time report display.

Bug Fixes

• For password protected files, file conversion is now begun only after the file password has been entered successfully.
• Editing a bond value in an offline investment account no longer changes the bond value in a connected investment account.
• The application no longer crashes when clicking the Update button in the Account Status window when running Mac OS X 10.5.8.
• Under specific circumstances, the application crashed when importing a QFX file. This has been fixed and no longer occurs.
• Under specific circumstances, the application crashed when clicking a category or tag name in the Category Explorer. This has been fixed and no longer occurs.
• Under specific circumstances, the application crashed when viewing the Overview with the system date set to not display the year. This has been fixed and no longer occurs.
• The interest rate for bonds is now being stored correctly.
• Categories that have subcategories are now being merged correctly with other categories.
• Improved program behavior when attempting to copy a selected group of categories to one of the selected categories.
• Under specific circumstances, the application crashed when renaming and deleting accounts. This has been fixed and no longer occurs.
• Under specific circumstances, the application crashed when viewing the Overview with a large number of uncategorized transactions. This has been fixed and no longer occurs.
• Scheduled transactions from previous versions of Quicken are now converted correctly when upgrading.
• The Print dialog now displays correctly in relation to other application windows.
• Investment accounts with mutual funds from previous versions of Quicken are now converted correctly when upgrading.
• The Undo and Redo commands now function correctly when merging categories and subcategories.
• Stocks and mutual funds with zero shares in investment accounts are now handled correctly.
• Uncategorized transactions are now displayed properly in the Category Explorer when categorized transactions are not present.
• Categories and tags that share the same name are now displayed correctly in budgets.
• Scheduled transactions that are matched during download now assume the date of the downloaded transaction, rather than the date they were scheduled in Quicken.
• The Category Summary now loads much faster.
• Tax Schedule reports now display duplicate payee names correctly.
• Spending Over Time reports now exclude opening balance adjustments.
• Auto-categorization now recognizes the categories assigned to previously entered payees and will not override those assignments during a download.
• The Category Explorer now uses the same filters as the Spending Over Time report when you click an amount.
• The Spending Cloud now identifies and sorts sub-categories with the same name by tag or category.
• The Category Summary and Tax Schedule reports now print as they display onscreen.
• The Spending Over Time and Category Summary reports now display large uncategorized income and expenses correctly.
• Reconcile adjustments are now uneditable to match the behavior of opening balance adjustments.
• The Spending Over Time report now displays years in the horizontal graph axis.
• The Spending Over Time report now displays sequential months, even if they have no data.
• The Spending Over Time report now retains the column headings when scrolling.
• The ticker symbol DSU is now found when adding a mutual fund.
• The register picker now displays matches "containing" the letters being typed when no matches "starting with" can be found.
• The Budget Settings dialog now correctly displays the Summarize option.
• The Category Explorer now reports subcategory amounts correctly when they change from spending to income.
• Category names with leading or trailing spaces are now handled property when converting from previous versions of Quicken.
• Budgets now display category amounts correctly when they change from spending to income.
• Budgets are now displayed correctly when selected in the sidebar.
• The Category Summary report now correctly displays uncategorized income.
• Password protected Quicken data files now allow creation of investment accounts.
• Account names containing "&" may now be imported into Quicken.
• The Spending Over Time report now loads much faster.
• The Account Status window now displays the time of the last update correctly.
• The Overview now correctly sorts the Top 5 spending category totals.
• The Category Explorer now updates correctly after deleting transactions.
• The Spending Over Time graph now draws correctly when the date range is very 0large.
• Voucher checks now print correctly when running Mac OS X 10.5.
• The Category Summary report now handles uncategorized transfer amounts properly.
• Report filters now show the actual date range when a pre-defined range is selected.
• Secondary status windows now function and close properly if main application window is hidden.
• The Today line in the Budget window now repositions itself correctly when the window is resized.
• The 12-month budget graph now appears completely onscreen when a budget item near the bottom is clicked.
• As categories and tags are added to a budget, they are now properly removed from the available items to add list.
• The calendar that displays at the right of the window when creating a scheduled transaction now properly stays at the right of the window when the window is moved.
• The Category Summary report now properly retains its onscreen display when report filters are selected.
• Added text to the Category edit window to indicate that it is possible to drag-and-drop an image to associate with the category.
• The Account Status window now accurately displays the number of transactions categorized and downloaded.
• The Category Explorer now correctly sorts income categories.
• The Selected Categories picker in the Report Filters now correctly updates the list of currently selected categories.
• Improved program behavior when reconciling an account using a statement just prior to the first transaction in the account.
• The Spending Over Time report now prints as displayed onscreen.
• The credit limit for credit card accounts, as entered in the Settings window, is now used to display your remaining credit in the register and in the Accounts Summary window.
• The account balance displayed in the Accounts Summary and Overview is now consistent in cases where the ticker symbol has been changed.
• The Quicken File Exchange Utility now consistently launches from the conversion dialog.
• The Spending Over Time report now sorts the "Uncategorized" category at the bottom of the report.
• The check editing interface now displays correctly in the Category Explorer.
• Print Preview for check printing now includes a check image to use as a reference to help visualize what the check will look like when printed.
• Budgets now retain their name and goal amounts when edited.
• The Spending Over Time report now correctly limits filter selection to monthly periods.
• Budget data now highlights correctly when the mouse is moved over the budget graph.
• It is now more difficult to accidentally deactivate an account in the Account Status window.
• The Accounts > New menu item is now available immediately after creating a new account.
• The leading zeros in check numbers are now stripped when downloaded.
• The Show List button in the "My Bank is Not in the List" window is now clickable across the entire face of the button.
• Renaming a subcategory to an existing subcategory name now prompts you to cancel the name change, or merge the subcategories.
• When saving edits to a scheduled transaction, the input focus is now correctly set to the field you double-clicked to initiate the edit.
• The Spending Over Time report now correctly sets the displayed date range when you click a category name.
• Scrolling and resizing the Account Status window when multiple accounts are listed is now much faster.
• Report filters now prevent the accidental entry of dates far in the past or future.
• The Last Download view now ignores checks that have been recently printed.
• The printed Spending Over Time report now uses the same colors as the onscreen Spending Over Time report.
• The Tax Schedule report now correctly displays categories without a colon character at the end.
• For large data files, a progress indicator has been added to the Spending Over Time report while it is being generated.
• Categories now properly display their descriptions when merged.
• Checkmarks in the Category Summary and Tax Schedule reports have been removed because they are no longer appropriate.
• Screen refresh issues have been corrected when scrolling in the register.
• The Budget graph now prints correctly across page breaks.
• The Category Summary and Tax Schedule reports now print correctly across page breaks.
• The Close control in the 13-month budget chart has been moved to a more standard location.
• The Spending Over Time report now displays the line and bar charts above the bottom edge of the graph area when scrolling quickly.
• The Spending Over Time report now has a divider line between the category column and the scrolling data columns.
• Removed the horizontal lines separating account types from the account list when there are no accounts of a given type.
• Dragging and dropping transactions between account windows is now possible even if one of the accounts has no transactions.
• Linking a Web Connect QFX file with an existing Quicken Connect file is now possible.
• The Budget graph colors in the Overview window now match the graph colors in the Budget window.
• The Budget graph colors have been corrected to be more usable by red/green color blind people.
• The Balance Info balloon is now correctly dismissed when a new budget is created.
• The Tax Schedule report now loads much faster.
• The Account Status window now correctly identifies the date and time of the last download.
• The Spending of Time graph no longer displays Korean characters on the vertical axis.

Quicken Essentials 1.5 contains many new features and enhancements, which include:

• Writing and printing checks - You can now write and print checks.
• Adding attachments to transactions - Have a receipt for a purchase? You can now add attachments to transactions.
• Entering holdings and balances for investment accounts - You can now manually enter brokerage and retirement account holdings and balances. If you provide ticker symbols, Quicken helps you keep share prices up to date.
• Tracking budgets over multiple months - You can review how well you’ve done with your budget in previous months, as well as this month.
• Creating new reports - We’ve added two new reports: Spending Over Time, and Tax Schedule.
  • The Spending Over Time report lets you see how your spending is changing over time.
  • The Tax Schedule report displays any tax schedule line items that you assign to your categories by Form or by Category.
• Exporting tax information - You can now export basic tax information to TurboTax, and other applications that can read a TXF file.

If you're new to Quicken Essentials…

Like previous versions of Quicken for Mac, Quicken Essentials lets you view all your accounts in one place and helps you see where your money is going. Many of the basics are the same as in previous versions: You create separate accounts for things like your checking accounts, credit cards, brokerage accounts, and loans. You’ll enter transactions and run reports. But in many ways, Quicken Essentials is an improvement.

New look

You’ll immediately notice that Quicken Essentials has a completely new look, modeled on many of the Mac-based software programs you already enjoy and use. We think that all users will have an easy time learning how to use the new Quicken, but if you already use programs like iTunes or iPhoto, it’ll be a snap!

New, improved registers

You’ll discover that the new registers are much more flexible and easy to use.

• Unlike previous versions of Quicken, each transaction appears on a single line—rather than on two lines—making it easier to skim through your registers and find what you need.
• As with other applications for the Mac, like iTunes, you can drag columns left and right and position them where they work best for you. You can also add and remove columns so you see only the information you want.
• Instead of having to change transactions one-by-one, you can now apply changes—like marking a transaction as reviewed or assigning a category—to several transactions at once.
• Matching transactions you entered manually with ones you downloaded from your bank or credit card is easy: Just drag and drop one over the other. Quicken Essentials bundles them together.
• Quicken Essentials now has extensive undo capabilities so you can easily correct mistakes

Global registers

Three new global registers let you review and work with transactions across all your accounts at once. The Transactions register lists transactions from all your accounts. Scheduled Transactions lists all scheduled transactions. And Last Download shows you all the data that was downloaded into Quicken Essentials the last time you did an update.

Downloading transactions

If you’ve used previous versions of Quicken, you are used to using a two-step process for downloading your transactions into Quicken: first you download them, then you “accept” them into the register. This new version of Quicken streamlines that process and skips the second step altogether. Instead, all downloaded transactions go straight into the appropriate register.

More financial institutions

Using new technology, Quicken Essentials lets you download transactions from over 13,000 different financial institutions, up from about 4,000 in previous versions of Quicken.

• Fixed a bug that caused a crash when selecting items from the filter menus in Category Explorer.
• Fixed a bug that caused a crash when connecting to remote servers on a 10.5 system.
• Fixed a bug that resulted in a missing balance column in printed register reports.
• Fixed a bug that resulted in blank pages while searching Help.
• Fixed a bug that caused a crash while registering Quicken on a 10.5 system.
• Fixed a bug that resulted in the application window not opening when the dock icon was clicked with no application windows open.
• The Rename All check box will now remember its last used setting instead of defaulting to a checked state.

• Fixed a bug that deleted Saved custom reports
• Fixed a bug that disabled hierarchical view of menu items after applying a File password

• Fixed a bug that prevented multi-word Tags from word wrapping on the Spending Cloud
• Fixed a bug that prevented Spending Cloud from re-wrapping when a Tag name changed
• "Top Holdings" graph in Investment Accounts now show the top holdings
• Fixed a bug that prevented users from editing scheduled transaction details when posting in the Scheduled Transactions register
• Fixed a bug with the expanded pie chart in Category Explorer
• Enabled sorting ability for some columns in registers
• Enabled ability to match a downloaded transaction to a split/child transfer
• Fixed a bug to allow removal of data from fields in the Get Info window
• Transfer transactions are no longer considered 'Uncategorized' in Category Explore
• Users can now search specific register fields
• Resolved an issue with incorrect Current Price being grabbed from 5-day Quotes download
• Resolved an issue with Category Summary 'Uncategorized' section displaying only Tagged transactions
• Enhancement to allow users to set & require a password to open a data file
• Enhancement to allow users to export a register to a file

• Fixed a bug that could prevent transactions from being imported when converting data from previous versions of Quicken for Mac
• Fixed a bug that could cause Quicken to hang when downloading security prices
• Fixed several issues that could cause errors when downloading transactions or setting up new online accounts including:
  • More robust handling of incorrectly formatted OFX (Open Financial Exchange) data returned when downloading transactions, importing OFX/QFX files, or when setting up online accounts
  • Fixed a bug that could, incorrectly, result in an invalid credentials error when setting up an online account
  • Fixed a bug that could return an empty list of accounts even when 1 or more eligible accounts were found during online account setup

• Fixed a crash that could occur when launching the application after importing data
• Fixed a crash that could occur when editing items in the Payees, Categories, or Tags lists
• Fixed a bug that could prevent certain scheduled transactions from appearing in the Overview
• Improved display of transactions in "Tools" registers when accounts of differing currencies exist
• Fixed a bug that prevented Quicken Essentials from launching when English was not the primary language set in System Preferences
• You can now more easily choose which columns are displayed in your registers; use the View > Columns menu, or the column selection widget in the upper-right corner of your register
• Category and subcategory autocomplete suggestions are now accepted when pressing the colon key
• You can now press command-a to select all transactions in a register
• Fixed a bug that could incorrectly filter transactions from view when using the Search field to find a payee
• Fixed a crash that could occur when selecting or customizing a report
• Fixed a memory leak that could cause the app to hang when importing data from Quicken Mac
• Fixed a bug that prevented 3-month averages from displaying in the budget settings window
• Fixed a bug that caused bond holdings to display improperly in investment accounts
• Investment accounts will now display other (non-cash) balances downloaded from your brokerage

• Fixed a bug that could prevent the File > Backup > To Disk menu item from enabling
• No longer copying unnecessary data when duplicating a transaction
• Fixed a bug that could prevent typing into a register payee field after using Undo to clear an auto-filled payee
• Fixed a graphical issue that could manifest when using a register search filter
• Now more consistently scrolling to, and selecting, a transaction when using the 'go to transfer' button in registers, or when using the QuickZoom functionality in reports
• Improved the interface behavior when adding some new account types
• Refined the appearance of account register banner displays
• Fixed application menu items which were incorrectly, permanently disabled, specifically the "Delete Budget..." item in the "Budgets" menu and the "Show Logs in Finder" item in the "Help" menu
• Improved bill scan functionality
• Dozens of other bug fixes and enhancements
• Refined register search behavior in regard to currency separators such as commas
• Improved transaction QuickFill handling
• Saved reports can now be renamed in the source list
• Improved the accuracy, appearance, behavior, and printing of reports
• Fixed a bug that could cause duplicate transactions to appear in "Spending Cloud Transaction Detail" reports
• Improved the look of the "Budget" report default state
• Refined the resize behavior of the "Overview" report
• Fixed a bug that could, in some cases, cause "This Month" and "Last Month" reports to be inaccurate
• Fixed a possible crash when scrolling reports horizontally
• Fixed a bug that could sometimes prevent the "Category Explorer" report from updating after modifying a transaction
• Refined the interface behavior of the "Category Explorer" report
• Fixed a bug that could, in some cases, remove the cleared/reconciled status from transactions during import from Quicken for Windows or Microsoft Money
• Fixed an issue that, in rare cases, could prevent a Quicken Mac Smart Payee renaming rule from applying in Quicken Essentials
• Fixed a bug that could, in some cases, affect the quality of data imported from Quicken for Mac, Quicken for Windows, and Microsoft Money
• Fixed a bug that could prevent the Quicken File Exchange Utility from launching
• Improved the "Convert from Quicken for Mac" assistance process
• Fixed a bug that could prevent automatic categorization and payee name cleanup when downloading transactions to several accounts at once
• Improved financial institution search capability when setting up an account for transaction download
• Investment accounts now display downloaded values for cash, margin, and short balances
• Fixed an issue that could prevent online setup for liability accounts
• Fixed several bugs around matching downloaded transactions to manually entered transactions, particularly when matching to transfers or a scheduled transaction
• Improved the online banking setup process
• Addressed some issues that could prevent account setup, particularly when Internet service is not available or online banking servers are otherwise inaccessible
• Improved error handling and messaging when connecting to online banking services
• Improved the budget setup process
• Fixed some budget report layout bugs, and improved overall budget appearance