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What's new in Release 3 (R3) of Quicken 2003?

Free upgrades are always available automatically online, using your Quicken program and an active Internet connection. The most current release of Quicken 2003 is Release 3 (R3). R3 was made available in November of 2002.

R3 Release Information

This release contains the following enhancements and improvements as well as including those from Release 2:

Updated Tax Rates

  • Updated tax rates for the Tax Center and Tax Planner.

Online Banking

  • Show the Online Update Summary if there were errors in the transmission and you had selected "Don't show this summary again unless there is an error"
  • Resolved the ability to download transactions from within an account register if the account's Customer ID has 20 or more characters. This will not affect downloading in One Step Update or the Online Center, which has always allowed this
Online Investing
  • Downloaded transactions now show up in the Investment Register when you access the register from the Portfolio
  • Reactivated the ability to show price history in the Online Center for securities that are not available from Quicken.com, such as corporate bonds
  • Enhanced the ability of Quicken to process downloaded transfer transactions for 401(k) accounts, better handling the source of the transfer
  • Modified the Evaluate and Scorecard links in the Account Flyovers of the Portfolio to send the correct commands to Quicken.com to generate the correct security comparisons
Tax Planner/ Tax Center
  • Ensured the Tax Planner is projecting taxes on actual data instead of just based on future scheduled transactions, which was happening for some customers
  • Eliminated a situation in the Tax Center where certain values would change temporarily to zero during a One Step Update for some customers
Import and Export with TurboTax
  • Improved ability for Quicken 2003 to import from TurboTax and TurboTax for the Web
  • Ensured that the Tax Planner sets the data source to TurboTax for all items imported from TurboTax

Paycheck

  • Improved ability to handle changing the date on paychecks that are already recorded, making sure taxes are calculated correctly
  • Prevented the standard paycheck categories from being recreated by the next paycheck if you are not using the standard categories to track your paycheck
  • Eliminated the need to restart Quicken in some rare situations when certain sequences of tasks in the paycheck setup process are initiated by customers

Graphs

  • Changed the Portfolio Value & Cost Basis snapshot for investment accounts with linked cash accounts to include the cash in each investment account and correctly handling the last transaction in each investment register. These items are handled correctly in all other parts of Quicken

Alerts

  • Eliminated the Payment Due Soon alerts from showing up if you deselect them in Alerts Setup

Integration with Quicken Brokerage Powered by Siebert

  • Activated all integrated features, including the Trade Now links in the Portfolio, when accounts are converted from previous versions of Quicken or when accounts are created using Account Info, which sets up multiple accounts at Quicken Brokerage in one step
  • During the set up of a new account, hid the regular Investment Setup screen from showing up in front of the Update Summary, which details the status of the first download from Quicken Brokerage
  • Removed the option to upload tax profile information to Quicken Brokerage from Quicken 2003 Basic, since the tax profile does not exist in Quicken Basic
  • Provide the ability for you to choose not to be reminded to upload your tax profile information to Quicken Brokerage each time you run One Step Update
Integration with other Quicken Services
  • Prevent Quicken from shutting down if customers choose to learn more about the Online Backup service from the Backup Reminder dialog that appears upon exiting Quicken
  • Added menu items to the Online menu with links to pages that help customers activate Quicken Bill Pay after they have signed up for the service
  • Disable the Checkfree Classic service with Repeating Payments upon conversion of a data file from a previous version of Quicken, as this service is no longer available in Quicken and has been replaced with Quicken Bill Pay
Security

Intuit is dedicated to addressing important issues affecting our customers. The security of our customers' data is a top priority at Intuit. We go to great lengths to ensure that our software and web-based services are as secure as possible in order to keep our customers' data safe. To make your personal computing as safe as possible, Intuit recommends following "safe computing" guidelines at all times, especially when dealing with programs or files from unknown sources -- this applies both to software available on the Internet and sent via e-mail. While the Web is quickly becoming a very efficient and powerful channel for sharing information with others, it also raises the risk of unknowingly downloading infected or malicious software or computer viruses. And although we do our best to identify potential problems and alert our customers, there is still the possibility of a security gap that can only be closed by the use of safeguards such as virus protection software.

To make your personal computing as safe as possible, Intuit recommends adhering to the following safe computing guidelines:

Safe Computing Guidelines
  • Regularly use virus detection software to ensure that your computer is free from known viruses. There are many well-supported commercial tools from reputable vendors that provide this functionality to users.
  • Never install or run software from unknown sources -- this applies both to software available on the Internet and sent via e-mail.
  • If you choose to run applications and/or files sent to you via the Internet, make sure you are familiar with both the origin of the file and the person who sent you the file or program in question.
  • If you use a computer that is not your own, be sure it adheres to these safe computing guidelines.
  • Frequently check for new updates to make sure that your virus software is up-to-date.
  • Make sure all your software is up-to-date, including installing all available updates and security patches.
  • Limit points of entry to your computer(s). If you use software that enables remote access to your computer, be sure to utilize its security features.
  • Change passwords often to help protect against unauthorized access to your computer.
  • Use passwords that are only known to you and are not based on other public information about you.

For additional information, we recommend you periodically check Intuit's Security Bulletin located on our web site at www.intuit.com/support/security_bulletin.

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