Risk of Overdraft Shows One Account, Can't Change

When I click the button for "Risk of Overdraft" the Projected Balances screen appears. It always opens with using Multiple Accounts and the last Savings account checked (only 1 is checked). If I click the account selection dropdown and click Spending or Multiple Accounts and select multiple accounts the view will change to include the multiple accounts. However, when I click Close and reopen the window, the same one account is selected. I would like it to save and open the last account list selected, whether that is all Savings account or a list selected using Multiple Accounts.

Best Answer

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    edited August 2021 Answer ✓
    kwallyz said:
    Thank you, but that didn't work. The Projected Balances view on the Bill & Income tab is set to show all Spending accounts but clicking Risk of Overdraft still shows only one account. I changed the Projected Balanced view to Multiple Accounts and selected some and closed it and still the Risk of Overdraft shows only one account.
    Again, if you want to view a customized Projected Balances view, use a customized Projected Balances view.

    When we click on Risk of Overdraft, Quicken will only show us the account register at risk of overdraft.

Answers

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    edited August 2021
    When we click on Risk of Overdraft, Quicken shows us the account register at risk.

    I suggest you use a customize the Projected Balances view on the Bill & Income tab.
  • kwallyz
    kwallyz Member
    Thank you, but that didn't work. The Projected Balances view on the Bill & Income tab is set to show all Spending accounts but clicking Risk of Overdraft still shows only one account. I changed the Projected Balanced view to Multiple Accounts and selected some and closed it and still the Risk of Overdraft shows only one account.
  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    edited August 2021 Answer ✓
    kwallyz said:
    Thank you, but that didn't work. The Projected Balances view on the Bill & Income tab is set to show all Spending accounts but clicking Risk of Overdraft still shows only one account. I changed the Projected Balanced view to Multiple Accounts and selected some and closed it and still the Risk of Overdraft shows only one account.
    Again, if you want to view a customized Projected Balances view, use a customized Projected Balances view.

    When we click on Risk of Overdraft, Quicken will only show us the account register at risk of overdraft.
  • kwallyz
    kwallyz Member
    I was confused, Sherlock is absolutely right. I had a negative balance in a very old 529 account and Risk of Overdraft was showing me that account. When I cleared the balance the Risk of Overdraft button changed to Projected Balances and clicking it shows the expected projected balances view. Thank you for the help.
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