Balance Inaccurate when Filtering to "This Year"

Meld

When I move from "all dates" to "this year" filtering in the register, my account balances change to an outrageous balance (e.g, Five figures to Six) How do i fix this?

Meld

Thanks Rick, I checked everything that you suggested with no difference in outcome. I still get a wacko balance when I turn on "this year" All date sorts, no other filters invoked.... weird bug.....

Meld

Bug showed up after upgrading MacOS from Catalina to Big Sur 11.1

Meld

This is a couple of screen shots of what I am seeing.

Meld

Thanks Rick, the disappearance was a function of how I took the screen shot and where my cursor was positioned. All are 2021, and it also happens when I filter to "last Quarter and Last month" Its a bug in the program. Been using quicken for decades now.

jacobs

@Meld  I'd say it's not clear where the problem lies right now. What you show happening does not happen for me or Rick or others; I haven't seen other people reporting this problem.  So there's something unique about your configuration or your data causing this to happen to you, and we haven't gotten to the bottom of it.

One question: if you open your Mac System Preferences and go to Language and Region, are you set to United States. And if you click on Advanced > Dates, does the screen look like this:



It's a long shot, but I'm just wondering if there's something in your Mac's date settings which could be affecting Quicken or the data you're importing from your financial institutions. 

You can use the Help > Report a Problem feature of Quicken Mac, sending your description and screen shots; you'd need to allow it to include a sanitized data file (copy of your data file stripped of all identifiable accounts, financial institutions, etc.), because they'll likely need that to see what's happening under the hood. The problem with this is that you get no personal reply. If they can see what's going on and it's a bug in the program, they'll document it and enter it in their database of bugs for the developers. If they determine it's not a bug, or can't reproduce your problem, you won't know what they've discarded it.

Perhaps a better next step would be to call Quicken Support, where an agent can screen-share your Quicken with you and try to see what's happening. If they can document a loan fide problem, they can report it as a bug. But I suspect they'll have you export your data and import it into a new file, and if the problem goes away, they'll consider it resolved -- even though you'll have to re-create lots of things, from register settings to account downloads to reports to budgets. 

Meld

Jacobs, thanks, yes my Mac Date settings are correct. I am now beginning to wonder if it a data issue with the financial institution I am downloading from. I have another account with another institution and I am not encountering the same problem on that account.