Projected Balances are wrong

bmshulman

My projected balances are wrong. Several transactions appear in the list but don't affect the running balance. Screenshot attached. Windows Quicken Classic, version R56.9, build 27.1.56.9

Quicken error.jpg

Tom Young

What you are seeing here is "by design." When you have several transactions that occur on one day, e.g., the three on 8/1/2024, the Closing Balance shown on that day is after all 3 transactions occur, The order of the transactions is irrelevant, the point is that on 8/1/24 after those transactions occur, in any order, your Closing Balance is $12,610.82.

NotACPA

HHHMMM, I'd never noticed that screen before …because I just look at the account(s), with "Reminders to show in Register" enabled, to see that running balance.

bmshulman

Mr. Young, thank you! It's too bad the Quicken chat agent with whom I interacted couldn't have pointed that out. It also seems like something I should have thought of myself. However, I'm grateful for your help and for this forum.

rsub

On this topic, I'm no longer able to find the setting where I can set the duration for which the projection of the sidebar balances is done. It used to be on the bottom right of the register window (e.g. 30days, 90days, etc.), but I'm unable to see it now. Could someone please let me know where to find it? Thank you.

Boatnmaniac

@rsub - Are you referring to how far into the future to show Reminders in the Account Register? If so, click on the icon shown in this picture:

If you do not see this icon, you can access it by clicking on the upper right Gear icon > Reminders to show in register.

If this is not what you are referring to, could you clarify what it is you are looking for?