Add option to enable/disable Show Daily Balances in the Calendar view of Bills tab / Bills, Income

b0qc

Using Windows 10, Quicken Deluxe Year 2020, version R29.16.
This "bill & income > calendar view" did not show "daily balances" until after the upgrade to R29.16 (which happened without my approval). The "full Calendar" allows selective display of the "daily balances".

thecreator

Hi @b0qc ,

If you don't use Quicken Daily, Quicken will automatically download and install the latest improved version, which is needed because of behind the scenes changes and improvements.

Please better describe or post a screenshot showing the problem.

b0qc

"Improvements" are not always a positive experience...
Better description -
Navigate to "Bills & Income" tab > select "Calendar View" in drop-down and the calendar displays "daily balances" in the bottom right corner of each calendar day. It did does this prior to update and I would like to disable it just one can do in the "full calendar" view.

thecreator

Hi @b0qc ,

I do know that the Daily Balances are taking into the Display all Accounts, not a Single Account, so using the Calendar for me, I don't use the Calendar at all. I use the Register to work from.

Go to Quicken Preferences. Click Navigation. Uncheck Combine Bills, Incomes & Transfers.

However, you can only do what you want to do in the Register, not on the Calendar.

b0qc

Hi,
Not sure we are dealing with the same issue?

1. Navigate to menu bar > tools > calendar > options select/deselect "Show daily balances in calendar", works as expected.

2. Navigate to menu bar > Bills > Bills, Income & Transfers > Bills, Income & Transfers, no option to enable/disable "show daily balances". Daily balances are shown and unable to deselect. Editing preferences has no effect on this issue.
thanks

thecreator

Hi @b0qc ,

Ah sol.  

I don't think that the Calendar on the Bills and Income Tab, was meant to replace the use of the Calendar, itself.

However, I see what you mean. You want the Calendar on the Bills and Income Tab to have the same information display like on the Full Calendar View.

In other words, If you set the Full Calendar not to display the Running Daily Balances, if should not be displayed within the Calendar on the Bills and Income Tab.

Correct?

b0qc

Bingo, we have a winner...!
Thanks for your patience and yes that would be exactly my wish.

UKR

Speaking of improvements ...

I'm beginning to think that

"Add option to enable/disable Show Daily Balances in the Calendar view of Bills tab / Bills, Income & Transfers"

would make a good Idea for improvement.

Let me see if I can talk a community moderator into changing this discussion into an Idea. Ideas are brought to the attention of the programmers for consideration.

UKR

A Community Moderator changed this discussion to an Idea.
Everyone, including the person who initiated this discussion …
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Chris_QPW

As far as I remember the balance has always been there, but I will admit that I don't look at it very often so it may have "come and gone and come again".  As it sits it is buggy and useless.  See this thread:
https://community.quicken.com/discussion/comment/20122466

And even better suggestion would be just replace that calendar with the full one.
It really shouldn't be that hard since you can get the same "full" calendar on the Home tab (multiple times if you like).  The only drawback is that isn't the "modern look".

wehaz204

A work around is to open the full calendar, select show daily balances, go back and deselect daily balance. The daily balances on the bills calendar then disappear! A pain in the bottom but clears up the problem until next time :smile: