Why is the Banking total on the sidebar Incorrect? (Q Mac)

RDym

On the sidebar the Banking total which should be the sum of cash and savings is incorrect?

jacobs

Nope, not new; it's been this way since modern Quicken Mac was launched in 2014.

jacobs

Think of the “Banking” group as your non-investment accounts. But if you want, you can see a subtotal of just the Cash accounts (checking, savings, and petty cash accounts) in the sidebar. Go to sidebar settings where you can turn "Sub-Group Balances" on or off.

volvogirl

Can you narrow it down to which account? You might have a future dated transactions?

jacobs

Banking also includes credit cards.

In Sidebar Settings, do you have it set to Today's Balance or one of the other options?

It's hard to tell you why your total doesn't match what you're expecting to see without more information about what accounts you have and what is off.

RDym

Good catch..it was the credit cards being including under the banking total that through me off. Is this new, I never noticed it before? Thanks

jacobs

Nope, not new; it's been this way since modern Quicken Mac was launched in 2014.

RDym

Thxs Jacobs..I must have not noticed this before. I'm not sure I understand why banking/cash includes Credit Cards, in Mint it doesn't which is nice because it gives you a total cash number, not a net cash number which I find more helpful. Richard

jacobs

Think of the “Banking” group as your non-investment accounts. But if you want, you can see a subtotal of just the Cash accounts (checking, savings, and petty cash accounts) in the sidebar. Go to sidebar settings where you can turn "Sub-Group Balances" on or off.

RDym

Hi Jacobs...got it..thanks