My Quicken balances do not match those of my bank or my investments. Why?

drfleming
drfleming --Select One-- Member ✭✭
edited July 2022 in Errors and Troubleshooting (Mac)
They are both supposedly current. I trust my bank and my brokerage. I do not trust Quicken!

Answers

  • mapleosb
    mapleosb Quicken Mac Subscription Member ✭✭✭
    Same here the last few days, then I noticed that the date was one day back from today. Once I put it back to today's date, it all matched.
  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    drfleming said:
    They are both supposedly current. I trust my bank and my brokerage. I do not trust Quicken!
    Have you reconciled your account registers yet? That is, have you compared your registers with the monthly bank statements, all the way back to the register's Opening Balance transaction? If you find any mismatches, resolve them: add missing transactions, delete duplicates, fix incorrect transactions.
    Quicken is like a certain car maker's Autopilot ... still in Learning Mode. Grab hold of the steering wheel and take control.

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