Projected Balances - Tragically Inaccurate

For a long time (and with great success), I've relied on the projected balances feature to keeps us on track to spend less than we make on the coming 90-day window... income is scheduled and the same each month, most bills are scheduled and the same each month, but a couple are downloaded from linked billers (a minor fraction of my overall spending). It would seem something broke the project balances feature recently... the individual points on the chart are generally inaccurate (by a lot). For example, a point on the chart will be positioned around $5000, but the point will read -$2,872 when clicked... I'm not inclined to trust either ha.

I've run out of ideas to troubleshoot this... I completed the steps listed @ https://community.quicken.com/discussion/7851545/faq-troubleshooting-101-installation-and-data-file-problems-quicken-for-windows , but the problem persists.

Any ideas? My next idea is to abandon the file, create a new one, see if I can get back on track... but if this is a bug in the software, I'd rather save the effort ha.

Best Answer

  • gsgsgsgsgs
    gsgsgsgsgs Member
    Accepted Answer
    Thanks for the reply! My issue occurs for the checking account's projected balance without regard for how many accounts are being projected, but it does do so differently with different values at different points, depending on if another account is displayed concurrently, so perhaps the issues are related.

Answers

  • gsgsgsgsgs
    gsgsgsgsgs Member
    Accepted Answer
    Thanks for the reply! My issue occurs for the checking account's projected balance without regard for how many accounts are being projected, but it does do so differently with different values at different points, depending on if another account is displayed concurrently, so perhaps the issues are related.
  • UKR
    UKR SuperUser ✭✭✭✭✭
    Here's another discussion about the popup view you're showing being incorrect:
    I'm beginning to think that this issue needs to be reported to Quicken Support, for the programmers to take a closer look.

    Call Quicken Support on the phone and request help.  Let them do a screen share session with you to review the situation on your computer, to determine the nature of the problem and to figure out how to fix it.

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  • Interestingly, I paid the the "overdue" Ferrellgas bill for $220.75 this morning, and suddenly the error on the project balances was rectified.
  • Tracking ahead, I found other online billers were derailing the whole project balances chart, even with the bill amounts downloaded. Deleting all online billers and going to all manual bills fixed my problem..
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