Future transactions are showing in the past in calendar (Web version)


When visiting this page : https://app.quicken.com/transactions under the "Calendar" view, my registered future transactions are showing indefinitively in the past.

For exemple, we are Nov 23 and my Opening balance on Nov 20 is 2,000$. I have an expense of 500$ on Nov 23 so my calendar balance today is now 1,500$. I add my future salary of +2,500$ for Nov 25. Now my today balance is -1,000$ and I can see a balance of -2,500$ each day from Nov 20 2022 to Jan 1 2012.

Why would a future transaction input a negative balance on days before my Opening balance^


  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @jmmorency,

    Thank you for reaching out to the Community to tell us about your issue, though I apologize that you are experiencing this.

    If you haven't already, I suggest resetting your cloud data from your Quicken desktop program and seeing if that may make a difference. However, before doing so, first, verify that the Dataset name and the File name match each other identically by navigating to Edit > Preferences > Quicken ID & Cloud Accounts (see below). 

    If they do not match, please click Edit dataset name and change the Dataset name to match the File name exactly the same (do not copy the file extension: ".QDF"). 

    Then, click OK in the preferences window and proceed to save a backup (just in case). From there, please follow the steps below to reset your cloud data.
    1. Sign out of your Quicken on the Web app
    2. On your desktop program go to Edit
    3. Preferences...
    4. Mobile & Web
    5. Make sure sync shows it's ON and click on Reset your cloud data 
    6. On the following screen you can leave the preselected option for "No, just reset my Cloud data", type Yes in the entry field to confirm, and click Reset
    7. Wait for the sync reset to finish
    8. Navigate to the Mobile & Web dropdown menu 
    9. Select Cloud Sync to resync your data and to make sure no errors occur
    10. Please wait for it to finish syncing 
    11. Sign back in on your Quicken on the Web app
    Once that is done, see if the issue still persists.

    Let us know how it goes!
    -Quicken Anja
  • Thank you for you fast answer.

    I already tried that and retried it again with no avail.

    What I see is that any transaction entered in the future sums up and shows as amount before my Opening Balance in calendar on all the days down to 2012. If is revenue, the amount is positive, if it's expenses the amount is negative.

    In the List view the balance is correct. In the Android app, the balance is correct. But in the Web App Calendar view, the amount is incorrect since the future transactions are counting from the past and affect the balance.
  • Hello @jmmorency,

    Thank you for attempting those steps and providing more information.

    Since, unfortunately, the previous steps have failed so far, next, I suggest you try manually resetting your cloud data by creating a test file and deleting your cloud account from that test file. After that, you would attempt to resync your main data file which should then create a new cloud account (this does not affect your data saved within that data file).

    First, please proceed to save a backup (just in case). From there, create a new data file (click here to view instructions, and review the section titled: "Creating a new file"). Once the new file opens, follow the steps below to remove your main data file's cloud account.
    1. Go to Edit
    2. Preferences
    3. Quicken ID & Cloud Accounts
    4. Click Cloud accounts associated with this Quicken ID (#) (this is not a button, it is written in blue underneath the "Edit dataset name" button)
    5. Select the Cloud Account Name used for your main data file and click Delete
    6. Type Yes and click Delete

    After that, switch back to your main data file (click here to view instructions, scroll down and review the section titled: "How to alternate between multiple files"). 

    Once your main file opens, resync your data by navigating to the Mobile & Web tab and clicking on the blue Get Started button, and then the blue Sync Now button and see whether or not the errors you were receiving persist. You can then also delete the new file you previously created as well as its cloud account.

    I hope this helps!
    -Quicken Jasmine
  • Hello Jasmine,

    I went through the complete procedure you sent me and it didn't work.

    Here is a screenshot of my calendar : https://1drv.ms/u/s!Arg3UKs8pBs7tyBSDPLHS3xlMYdw?e=kZwraH

    We are Dec. 16, 2022. The daily red amounts in the screenshot represent the total amount I entered in my register with a future date (past Dec. 16). Negative value means I entered more deposit than payments and a positive value means I entered more payments than deposit. The amount is the sum of all the deposits and payments in the future.

    The problem with this situation is that it affects my ending balance on Dec. 16.
  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @jmmorency,

    Thank you for following up with additional details after the last troubleshooting instructions provided. 

    At this point, we advise that you please contact Quicken Support directly for further assistance and possible escalation.

    We apologize for being unable to resolve the issue from here in the Community.

    Thank you!
    -Quicken Anja
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