QUICKEN 5 FOR WINDOWS, RELEASE 5.0d =================================== This README file explains how to update your version of Quicken 5 for Windows to release 5.0d, which corrects a number of problems in earlier releases, including the problems with Subcategory Merge and File Validate. For a detailed list of changes included in this release, go to the end of this file and review the sections titled "CHANGES MADE TO QUICKEN 5 FOR WINDOWS IN THIS RELEASE" and "CHANGES MADE TO QUICKEN DELUXE 5 FOR WINDOWS IN THIS RELEASE." The following products can be updated: Quicken 5.0 for Windows Quicken Deluxe 5.0 for Windows Floppy Quicken Deluxe 5.0 for Windows CD Quicken Financial Suite CD STEP 1: CHECK THE RELEASE NUMBER OF YOUR VERSION OF QUICKEN =========================================================== 1. Start Quicken 5 for Windows. 2. Choose "About Quicken" from the Help menu. 3. Look at the lower right corner of the window. If it says "Release 5.0c" or "Release 5.0," proceed to the next step. If it says "Release 5.0d," you already have the lastest release and you do not need to install this update. 4. Exit Quicken 5 for Windows. Also, if you have Quicken Deluxe or Quicken Financial Suite, exit all applications you are currently running (such as Quicken Home Inventory, Finance 101, or Quicken Financial Planner). STEP 2: DOWNLOAD AND COPY THE UPDATE FILE ========================================= 1. Create a directory called UPDATE. Win 3.1: From File Manager, choose Create Directory from the File menu, type "c:\update", and press Enter. Win 95: From the Windows Explorer, click the C drive icon, choose New from the File menu, select Folder, type "update", and then press Enter. 2. Through your online service select the apppropriate file to download. Here are the files for the Quicken For Windows 5.0 products: Quicken Regular: the file is qw50d.exe Quicken Deluxe Floppy: the file is dlx50d.exe Quicken Deluxe CD or Quicken Financial Suite CD: the file is cd50d.exe 3. Download the update file to your UPDATE directory. 4. Extract the update file. From Win 3.1 File Manager or Win 95 Windows Explorer, double-click the UPDATE directory, double-click the update file. In Win 3.1, select Refresh from the Window menu. There will now be three files in the update directory. STEP 2: INSTALL RELEASE 5.0d ============================ 1. Run the update file. Win 3.1: From the Windows Program Manager, choose Run from File Manager. Then type c:\update\update.exe and click OK. Win 95: Click the Start button, then choose Run. Then type c:\update\update.exe and click OK. 2. Follow the instructions on the screen. When the Locate System to Update window appears, double-click the directory containing your Quicken for Windows program files. For example, if you installed Quicken in the default directory, double-click c:\quickenw and then press Enter. When the update program displays this message: "OK to update to Quicken 5 for Windows, release 5.0d," click Yes. Do not change any options. 3. If the update program displays this message: "Patch warning. Old File does not exist," click OK to close the message box and continue the update. The update program is trying to update a Quicken Deluxe or Quicken Financial Suite application that you have not installed. STEP 3: CHECK THAT RELEASE 5.0d IS PROPERLY INSTALLED ===================================================== 1. Start Quicken 5 for Windows. 2. Choose "About Quicken" from the Help menu. 3. Look at the lower right corner of the window. If it says "Release 5.0d," release 5.0d was properly installed. 4. If it says "Release 5.0," double-check the directory in which Quicken 5 for Windows is located and repeat "STEP 2: INSTALL RELEASE 5.0d" above. STEP 4: REMOVE THE FILES IN THE UPDATE DIRECTORY ================================================ Once you confirm that release 5.0d was successfully installed, you can safely remove the contents of the UPDATE directory and then delete the UPDATE directory. IF YOU HAVE QUESTIONS ===================== If you have questions about the update process, refer to the Intuit Technical Support phone number in the back of your Quicken 5 for Windows User's Guide. CHANGES MADE TO QUICKEN 5 FOR WINDOWS IN THIS RELEASE ===================================================== CheckFree 1. CheckFree email fix will now allow multiple email lines to be transmitted. Register 1. "Out of dict ref" error will no longer occur when adding a new transaction. 2. Transactions will now be updated correctly when merging subcategories (deleting a subcategory, then selecting to merge the subcategory with its parent). File I/O 1. File Copy will now ignore duplicate dictionary references. This fixes the problem where transactions will display "NA" after a File Copy has been performed. 2. File Validate will now be able to locate records correctly for certain files. This fixes the problem where transactions will show "NA" after a File Validate is performed on a clean file. Tax Planner/Reports 1. Tax Planner: when doing a data import with 15 windows open in Quicken, Quicken will no longer cause a GPF. 2. If a Transaction Report is created with multiple accounts selected, the opening balance will now sum all of the opening balances of all included accounts. 3. Filtering an Investment Transaction Report by memo will no longer cause a GPF. 4. The named date of a Net Worth Report will now be retained when the report is memorized. 5. The Reconcile Report menu item will now be enabled after an account has been reconciled. Printing 1. Printing a voucher check will now print out a single category in the voucher section. Convert 1. When converting an amortized memorized transaction from a Quicken for DOS data file, Quicken will now allow a loan account to be set up during the convert process. Windows 95 1. Will now allow File Preview tab to be selected on the properties sheet of a password-protected file. TAX.SCD 1. The latest TAX.SCD is included. Online Banking and Bill Payment 1. Various problems with reconciling an online account have been fixed. 2. A negative account balance received from online banking will now be correctly interpreted as negative rather than positive. 3. When email is received with banking data, the Online Banking window is now properly updated to show the banking data that was received. 4. Notification that a charge card payment is due is now displayed only when there really is a payment due. 5. When an invalid PIN or failure to connect causes an online bill payment session to fail, Quicken no longer prevents modifying payments that were sent in that failed session. CHANGES MADE TO QUICKEN DELUXE 5 FOR WINDOWS IN THIS RELEASE ============================================================ Home Inventory 1. The register drop down list will now open when the Quicken Home Inventory window is resized. Investor Insight 1. Launching Investor Insight after creating a general note will no longer cause a GPF. Mutual Fund Finder 1. Help file was updated.