For several months my charge account subtracted purchases to the totals instead of adding.g.

Shamus
Shamus Quicken Windows Subscription Member ✭✭
It seems to be working properly now, but how do I correct the bad months?

Answers

  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    If you haven’t already, you may want to verify the register is sorted appropriately and there aren’t any unexpected filters being applied:  open the register, select the Date column header (you want the small triangle to right of Date to point up) and Reset.

    Charges should always subtract from the running balance.  
    Payments should always add to the running balance.

    When the running balance is in the black (positive), charges will appear to reduce the balance and payments will appear to increase the balance.

    When the running balance is in the red (negative), charges will appear to increase the balance and payments appear to reduce the balance.
  • volvogirl
    volvogirl Quicken Windows Other SuperUser ✭✭✭✭✭

    First make sure you are sorted in Date order with the newest date at the bottom. If you are not then click the DATE Column heading to sort.
     
    Sounds like you were running a credit balance. Is the balance in red or black? Look back through your transactions and maybe you'll spot one that was entered backward. Or a payment in the charge column or a charge in the payment column. Look around back where this first started happening.  Or maybe you are missing some charges? 

    If the balance is in Black, it means you have a credit on the card.  Like if you overpaid the bill or got a refund for something you returned.   When you enter a charge it will reduce (decrease) the credit you have available on it.   And a payment will increase the balance.


    Also make sure you have the right starting balance.  If it's zero you might need to add a beginning balance for when you started the account in Quicken.


     The credit card balance you OWE should be in RED. If the balance is Black then it's showing the credit card company owes you and you have a credit balance. And then when you make a payment it's like the cc owes you more. So you need to go back though your entries and find where the balance switched to black to being in your favor.


    See this for more info.....

    https://www.quicken.com/support/positive-black-balance-credit-card-account


    I'm staying on Quicken 2013 Premier for Windows.

  • dianesibille
    dianesibille Quicken Windows Subscription Member

    Not working in checking account or credit card.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @dianesibille,

    Since this is an older post that was originally created back in April of 2021, it is less likely to receive an answer now.

    I would suggest creating a new post for better visibility and to potentially receive responses from other users who may currently be experiencing the same problem. Doing so will also assist us with better tracking ability in the event that this issue may result in an escalation being required. 

    Please be sure to include a description of the issue, any error messages as well as the version of Quicken you have currently running (Help > About Quicken). The more information you are able to provide will help the Community to better understand and assist.

    Thank you!

    -Quicken Anja
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