Projected Balance - Info-less Yellow Dots

Chris Harris

Please, please tweak the Projected Balances so that it doesn't just return details about scheduled Bills & Income and instead also includes information for things that are no longer scheduled.

For example, today is 1/18/2020 and on 1/26/2020, I have a rather large CC payment that will clear the account.  This CC payment started out as a scheduled Bills & Income reminder.  At that time it showed up here with all the related details filled out when you clicked the yellow dot.  Now that the reminder has been Entered in Bills & Income, it's no longer scheduled so it no longer shows any detail when you click the yellow dot.

That leads to a lot of wasted time trying to track down individual transactions.

pmrussell892

This is because it is/should be entered into the register, and entering into the register adjusts the projected balance accordingly already.

UKR

Let's just say that the Projected Balances view is wearing blinders. It's geared to primarily show Scheduled Reminders and their impact on future balances, ignoring info about regular register transactions along the way.

On 1/26 there is no Scheduled Reminder waiting in the wings. But you already have posted a regular register transaction for $1948.18

You are correct. It would be really helpful if the tabular popup showed:

• No scheduled reminder for this period
• 1/26  XYZ Credit Card  1948.18

And that's what IMHO the programmers should change.

JustMeHere

I agree, it is the Projected Balances view, not the Scheduled Reminders view.  It should be reporting on anything that is affecting the balance of that register.

JustMeHere

Given this long thread that just popped up again with someone commenting, voting here is probably useless.

https://community.quicken.com/discussion/7705135/qwin-projected-balance-graph-not-showing-some-transactions/p2 

As in this is a known defect that they haven't fixed after all this time.

UKR

Voting on an Idea may be the only way to raise the programmers' awareness on this matter.
Alternatively, you can always document your case and send it in using Help / Report a problem in Quicken.

Chris Harris

Thank you all for your input.  Vote early, vote often!

smayer97

FYI, site only allows one vote per user.

Chris Harris

Right, tongue-in-cheek.

Quicken Anja

Hello All,

The Community Support team regularly reviews long-standing posts and Ideas for relevancy and current interest. This Idea seems to have stalled and we would like to gauge the current interest in this request. 

If you would like to see this idea implemented, please add your vote and a comment explaining how this idea would be beneficial for you. More information, including steps to vote and how to submit your own Ideas for future product features/improvements, is also available here.

Thank you,

Quicken Community Support Team

UKR

Please keep this idea on the books.

What good is a projected balance view if it doesn't show and explain all the transactions in the register?

Come on, people, vote!