Wrong balance in sidebar with future dated investments (Q Mac)
Ken137
Member ✭✭
If I enter a future dated (upcoming) stock purchase in a brokerage account, the portfolio view shows the correct current balance, but the sidebar balance for that account show the balance including the future dated transaction. It should show the current balance, right?
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and by the way, I do have "Show Today's Balance in Sidebar" selected0
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Hello @Ken137
Thank you for taking the time to visit the Community to report this issue, although I apologize that you have not received a response.
May I ask that you please include a screenshot of what you are seeing?
https://community.quicken.com/discussion/7663259/faq-how-do-i-post-a-screenshot-in-the-community-from-a-mac
Alternatively, you may consider contacting support directly for assistance as they have the ability to initiate a screen share to view the issue in real-time.https://www.quicken.com/support#contact-support
Thank you,
-Quicken Tyka
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