Projected Balances

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cube
cube Member

Would love to see a column option for a running balance in the projected balance view. Currently it shows outflows, and inflows but no running account balance.

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  • RickO
    RickO SuperUser, Mac Beta Beta
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    Running balance is really only meaningful if you're looking at a single account. That's why the group registers (e.g., Banking, Cash, Savings, etc.) don't have the option to display the Balance column.

    On the Bills & Income > Projected Balances screen, you can filter to a single account. If you did that, then a running Balance column might make sense. But did you know that you can already accomplish that in the account's regular register? Click on the tiny clock icon at the top right of the register. Choose the time interval (e.g., Next Instance, 30 days, 90 days, etc.) and future transactions for that interval will be displayed in the register along with the running Balance. The future portion of the register will be identical to what you'd see in Projected Balances filtered for the single account with a Balances column.

    Quicken Mac Subscription; Quicken Mac user since the early 90s
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