Hello All,
This Idea seems to have fallen stagnant and due to the Age of the request and lack of User Votes/Comments, will be archived within the next 7 business days.
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Quicken Community Support Team
Selecting "Don't Show Reminders" for a cash bank account correctly displays the actual balance (including future transactions that have already been recorded) in both the register and in the account list on the left.
But for Investment accounts, when a transaction has been recorded in the future, the correct balance does NOT show in the account list on the left or as the correct Market Value, even though the balance displays properly in the register next to the number of items.
As you can see in the first attached image, the register for "Cash Balance Plan" shows a balance of $7,625.00 next to "items," but the account list on the left and Market Value both show $0. Whereas in the second attached image, Citibank Joint shows the same balance in the register and in the account list. Both accounts are set to "Don't Show Reminders" to avoid unrecorded scheduled transactions from messing up the balance total, but still allow recorded future transactions to be included in the total.
One other strange thing I noticed in the Cash Balance Plan account register (with only one transaction) was that the green line separating future transactions from prior ones is in the wrong place (after 1/31 instead of before, since this screen capture was taken on 1/30). Not sure what's going on there; perhaps it's confused because there's only one transaction, and that one transaction is in the future?
This bug is still present in Quicken Mac 7.0.1
Very easy to reproduce:
Add Shares to an account for a date in the future
Observe:
Value of the FUTURE shares is included in "Market Value as of Today" in the account register AND in the Accounts side bar.
Happily, fixing this issue — putting aside the semantics of whether it's fixing a bug or implementing an enhancement request — is now marked as "Planned" at the top of this thread. Of course, like all other Planned changes, we have no idea whether it will show up next month or next year or longe; but we do know the developers have accepted the need for this to be changed, and have placed it somewhere on their development roadmap.
This cannot happen soon enough for me!
When looking at the projected balances on the account bar, investment accounts to not show future transactions. There should be an option for this. This feature does exist in the windows version, where you can either look at the current balance or the ending balance. This is useful when you are planning future investment transactions and want to see the bottom line. For some reason in the mac version, non-investment accounts work this way with the "projected balance" but investment accounts do not?
Hello @aztrekker,
Thank you for reaching out to the Community with your request. Your idea has been merged into this already active Idea thread regarding the same request.
Thank you!
One of the issues I had when migrating to the Mac from Windows was that brokerage accounts that have checking features (commonly called cash management account) aren't well supported by QM -- for example brokerage accounts' transactions registers don't totally support common banking transaction types. Everything banking-oriented is a "payment/deposit" transaction type.
Now, I think I've found another, more annoying, quirk in the support for brokerage-accounts-that-are-really-checking-accounts: the sidebar options to project a balance do not support future transactions.
If you have a future transaction in the register for the cash portion of a brokerage account, say a credit card payment to be paid by bill payment in three weeks from now, there's no difference in the sidebar between the balance shown in today's balance and projected balance. Yet a "real" checking account takes into account such transactions.
Yet the help for the sidebar display feature does not indicate that QM _doesn't_ accurately project balances for "brokerage" accounts.
This makes it hard to use the sidebar for one of its most important features: net worth calculations. I'd like to know what my net worth is _after_ all the credits and debits in the future in brokerage accounts and I think that's what "projected" should mean.
When sidebar is displaying Projected Balance, it does not include future transactions for Investing Accounts (Banking accounts to though). So there is an inconsistency that is really annoying and make it hard to plan.
Hello @mhowell,
Your idea has been merged into this already active Idea thread regarding the same request.
@mhowell And note that this feature request is marked as "Planned" at the top of the thread, so the developers have committed to adding this capability and have it on their calendar. When exactly we will see it is always unknown.
Thanks. Is there a way I can vote on this though? It seems like this idea has been out for years and nothing has happened. I am not able to vote on the 1st post.
Thanks jacobs!!!
You can't vote once an Idea has been changed to "Planned" status. The purpose of voting is to get the developers to put a feature on their development schedule, and when it's marked "Planned", it means they've put it on their roadmap to implement.
@mhowell as Jacobs explained above, there isn't a way to vote on Ideas that have been marked as Planned. However, since your Idea post was merged with this one, your vote was automatically added/merged with this Idea post.
