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Projected Balances

Spotteddog

I closed a checking account several months ago. I have it "hidden" and also checked the box to exclude from reports. This account, though, still shows in the Projected Balances.

I have hidden several other accounts over the years and they never showed up in reports like this one does. What did I do wrong? (Not a major problem, just irritating)

Thanks

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Accepted answers

Spotteddog

UKR said:

I think what @GeoffG is asking you to do is
Change the "Selected accounts" list in the Projected Balances view from "Spending" to "Multiple Accounts" and then select only the accounts you're interested in seeing, minus the closed account(s).

This worked but for some reason, it took changing it several times until it "took".

Thanks for all the help.

All comments

GeoffG

You need to change from Spending accounts to just the checking accounts you want.

Spotteddog

Sorry. I can't seem to understand what you are saying. I have the option to classify it as spending, savings, investment or asset. I tried spending and savings, but it still shows up in the Projected Balances Chart.

UKR

I think what @GeoffG is asking you to do is

Change the "Selected accounts" list in the Projected Balances view from "Spending" to "Multiple Accounts" and then select only the accounts you're interested in seeing, minus the closed account(s).

Dealing with closed and/or hidden accounts in Quicken continues to be a PITA, because despite settings to not show closed accounts, they keep on showing. Let's hope the programmers eventually get around to fixing it properly.

I also recommend you rename closed accounts and put a "~"(tilde) in front of the account name, e.g., "~Old ABC Checking". That sorts this account to the bottom of any list and makes it less likely to be picked by mistake.

Tom Young

Try this: Click the drop down menu next to "Select accounts", go to the bottom and select "Multiple accounts..." Do you have "Show hidden accounts" checked?

Spotteddog

UKR said:

I think what @GeoffG is asking you to do is
Change the "Selected accounts" list in the Projected Balances view from "Spending" to "Multiple Accounts" and then select only the accounts you're interested in seeing, minus the closed account(s).

This worked but for some reason, it took changing it several times until it "took".

Thanks for all the help.