When you choose Quicken Classic for Windows, you’re choosing software that’s been refined over decades to match how you actually manage money. Desktop-based. Locally stored. Time-tested. Solid financial management that puts you in complete control.

Over the past year, we’ve continued that tradition with steady improvements based on what you’ve told us matters most. Some updates save you time. Others give you deeper insights. All of them make your trusted financial companion even better at its job.

Here’s what a year of thoughtful development has brought to your desktop.

Tax season just got less taxing

Nobody loves thinking about taxes, but smart planning throughout the year can save you serious money. Two major updates help you make better tax decisions without the headache.

Harvest your investment losses strategically

If you’re investing for retirement, your kids’ education, or any other goal, you know that managing taxes on those investments matters as much as picking the right stocks. The new Tax Loss Harvesting Report (available in Premier and above) shows unrealized gains and losses by individual lot—meaning you can see exactly which shares to sell for the best tax outcome.

Let’s say you bought the same stock three different times at three different prices. Now you need to raise some cash. This report shows you which specific shares would create a loss to offset gains elsewhere in your portfolio, or which ones qualify for favorable long-term capital gains treatment. It’s sophisticated investing made simple. favorable long-term capital gains treatment. It’s sophisticated investing made simple.

Know your estimated taxes before they’re due

For anyone with investment income, rental properties, or a side hustle, quarterly estimated taxes are a four-times-a-year puzzle. The enhanced Tax Planner (Deluxe and above) now calculates suggested estimated tax payments based on your actual financial data.

Instead of guessing or paying the same amount as last year (and hoping it’s right), you get precise calculations that update as your income changes. Sold some stock? Got a bonus? The Tax Planner adjusts your suggested payments automatically. No more overpaying the IRS or scrambling to cover underpayment penalties.

Reports are cleaner and easier than ever

This year’s improvements make every report clearer and more useful, whether you’re checking spending patterns or preparing tax documents.

Print preview and page scaling have been completely overhauled. Your reports now look professional on screen and paper, with no more cut-off columns or microscopic text. It’s especially helpful when sharing financial information with your tax preparer or financial advisor.

Even better, report settings are now accessible right within the reports themselves. Want to switch from year-to-date to last month? Change from cash to accrual basis? The options are right there, no menu hunting required. It’s a small change that makes a big difference when you’re trying to answer quick financial questions.

See totals for sub-groups in the account bar

The Account Bar—that list of accounts on the left side of your screen—now displays totals for sub-account groups. It sounds minor, but it transforms how you see your finances.

Group all your retirement accounts together? Now you see total retirement savings without opening a single account. Have multiple savings goals? See combined progress instantly. For those managing rental properties or side businesses alongside personal finances, you can see category totals that make sense for your situation.

Smarter transaction management for real life

Life doesn’t happen in neat, organized transactions. Checks take time to clear. Credit card charges show as pending. Downloaded transactions need to match your records. This year’s updates tackle these daily annoyances.

Your preferences for how to handle posted dates on downloaded transactions now stick. Set it once, and Quicken remembers. Pending transaction handling has been refined to reduce those “wait, did that clear?” moments. And the improved transaction matching makes it easier to connect your records with what the bank sends.

These aren’t glamorous updates, but they’re the kind that make you mutter “finally!” when reconciling accounts.

Find any setting in seconds

After years of using Quicken, you’ve probably customized it to work exactly how you want. But finding those settings when you need to adjust them? That used to be an adventure. The modernized preferences dialog now includes search. Just type what you’re looking for—no more clicking through tabs trying to remember where things live.

It’s particularly helpful when you can’t quite remember what Quicken calls something. Type “download” and find all download-related settings. Type “date” and see every date format option. Your perfectly customized Quicken stays perfectly customized, minus the frustration.

Faster updates mean more time for what matters

One Step Update—that daily ritual of downloading transactions from all your financial institutions—is significantly faster. When you’re updating checking, savings, credit cards, investments, loans, and everything else, those performance improvements add up.

Think about it: if you save just 30 seconds per day, that’s three hours a year you get back. Three hours to spend on literally anything other than watching a progress bar.

Share when you need to, keep control always

The new Dataset Sharing feature (via Quicken Classic Companion Mobile and Web) lets you share your financial data with trusted family members or professionals while maintaining complete control. Your data stays on your computer—you’re just granting viewing access when needed.

Preparing for a meeting with your financial advisor? Share access temporarily. Want your spouse to see the household finances? They can check from their device. Working with an accountant for tax prep? No more emailing files back and forth. It’s modern collaboration that respects the Classic philosophy of data ownership.

Built on a foundation of stability

Beyond these visible improvements, we’ve spent countless hours on something you hopefully never notice: fixing bugs and improving stability. Every crash prevented, every glitch eliminated, every weird behavior corrected makes your financial management more reliable.

It’s not exciting work, but it’s essential. When you’re trusting software with your complete financial picture, “boring and stable” beats “exciting and unpredictable” every time.

Your desktop, your data, your way

Every update this year reinforces what makes Quicken Classic special. We haven’t pushed you to the cloud or chased mobile-first trends. Instead, we’ve made the desktop software you rely on more capable, more efficient, and more stable.

Your Quicken Classic subscription supports this ongoing evolution. Not revolution—evolution. Steady, thoughtful improvements based on real feedback from real users managing real money.

As we look ahead, that approach won’t change. Quicken Classic will continue growing with your needs, respecting your choice of desktop software while adding modern conveniences where they make sense.

Thank you for trusting us with another year of your financial life. Here’s to making the next one even better—one thoughtful update at a time.