Will there ever be a fix provided to fix balance issues for Savings Goals?

R.S.

I have been using Quicken since 1991. I have used savings goals since they were first introduced. If I have the preference selected to hide savings goal transactions, my primary account is now off by over $84k. Yes, that is correct. The balance is now off by $84,115.45.

In addition, I now have a second account, which has never been used for savings goals, off by $37.44.

This issue has been posted several times before. People are asked for screenshots, and then the post is closed.

I have never seen a resolution for this yet. Is there a fix? If not, is one coming soon?

NotACPA

My definition, Savings Goals appear to remove the Savings amount from your primary account register ... that's so you don't "spend it again", in addition to the Saved for amount.

SO, what's the balance in the Savings Goal pseudo-account?

Re: the 2nd account (actually, both) when was the last time that you reconciled them to a paper statement?

R.S.

I understand the concept of the savings goal accounts. While the savings goals are included, your visible balance is reduced. When you hide savings goal transactions, your balance should reflect statement/online.

I balance all accounts to paper statements every month. The balances in the reconciliation interfaces are correct. It is the register and accounts list that are off due to an aggregation error in the interface that never corrects itself.

GeoffG

I do not see any balance issues when using Savings Goals. Just because Quicken offers an option does not mean it is wise to use it. I don't hide savings goals transactions from reports nor the register and can see clearly both the used savings goal account and the Account Bar listed Savings Goals balance as expected. Perhaps you do not agree, but I would suggest turning the hide option off.

R.S.

I appreciate the responses. Again, I use the savings goals, and I use the functionality to hide/show all the time. My question is not one of best practices. My question is specifically about a fix for the issues in the interface.

R.S.

I called support yesterday and was informed there is currently no fix in place for this ongoing issue.

Will the development team please add this to the list of bugs to be mitigated? Seems like this functionality should be included in the file validation routine.

Quicken Jasmine

Hello @R.S.

Thank you for reaching out to the Quicken Community, though I do apologize that you are experiencing this issue. 

I have forwarded this issue along to my team for further investigation. In order to assist in the process, would you mind providing screenshots of the issue as well as submitting your information logs? You can submit your logs by navigating to Help > Report a Problem. 

If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.  

Please let me know once you have completed these tasks. 

R.S.

As my issues are related to balances, I am not comfortable posting screenshots of this.

R.S.

When I attempt to extract log files, I receive the error: "The file you attached is larger than the maximum file size allowed."

Is there a specific log file you need to review for this issue? Perhaps I can attach that one instead of all of the log files.

Quicken Jasmine

Hello @R.S., 

Thanks for reaching back out. 

Do you mind submitting the screenshots only through Help > Report a Problem? Also, in the comment section could you please clarify the name of the dataset with which these issues are occurring in? 

Please let me know once you have completed this. 

Thank you!

R.S.

I have posted the information as you requested. Can you confirm receipt and follow up actions needed?

Thanks!