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Lowest Balance Forecast grossly wrong

Wes Brockway

I'm running Quicken for Windows R21.17.

On the Bills and Reminder window the Lowest Balance Forecast is showing like -192,827.

I've got the window set to show 30 days of reminders. I've checked the reminders and they are all current monthly amounts. Everything I could possible owe doesn't come to that amount.

I can't see how to get this to show a valid amount for my lowest balance forecast.

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Accepted answers

Quicken Sarah

Hello @Wes Brockway

Thank you for providing the screenshots and that additional information, although I'm sorry to hear the discrepancy is persisting.

At this point, I would recommend contacting Quicken Support to investigate this matter further. Support has the ability to connect with your screen (view only, they cannot take control) to see what is happening and troubleshoot in real time.

Please let us know how it goes with Support, thank you.

Sarah

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Quicken Sarah

Hello @Wes Brockway

Thank you for taking the time to share your question with the Community, although I apologize that you have not yet received a response.

The Lowest Balance Forecast amount should include today's current balance minus the next 30 days of upcoming bill reminders plus any scheduled income reminders.

If you haven't, please go to the Bills & Income tab and select "Projected Balances".

If needed, adjust the account and date range selection drop-down menus to mirror the Bills and Reminder window and the last closing balance listed should match the Lowest Projected Balance amount as seen below.

Image: https://us.v-cdn.net/6031128/uploads/editor/89/oqa3gmdygkxi.png

Image: https://us.v-cdn.net/6031128/uploads/editor/9o/9ydvctwkjseb.png

If there is still a discrepancy, is the amount shown in the Projected Balances view, less or more than the amount shown in the Lowest Balance Forecast?

Please let us know, thank you.

Sarah

Wes Brockway

I've checked the things you recommended. The program still shows an extremely wrong amount. I've included a snip of my projected balances.

If I select just one account, say a single credit card, the program shows a closing balance of 0.00. However, if I select Checking or Multiple Accounts the program shows a closing balance of negative 190,469.32.

It makes no sense where that number is coming from as a complete total of my all my bills and what I owe on my house do not equal that number much less within a 30 day period.

Quicken Lowest Balance Forecast.JPG

Projected balances.png

Single card example.png

Wes Brockway

Another snip showing my selection criteria.

Projected balance selection criteria.png

Quicken Sarah