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Quicken Cash Balance for Investment Accounts

davidinangelfire

I have seen a couple of threads go by.

Mine was terrible this morning. For my Merrill account, it was off by over $10,000.

What I then found is that sorting by 'Date' has an extremely unusual behavior.

If you have the newest date at the bottom, it all matches with the 'Cash Balance' in the lower-right corner. If you have the newest date at the top … well the data in the 'Cash Balance' column is just garbage.

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davidinangelfire

a clip with newest date on top

davidinangelfire

with newest date on the bottom.

Chris_QPW

"Reverse date sorting" in and investment account will make the cash balance "nonsense" just as sorting by the Action would do.

Its use like sorting by Action would be a very limited use case where you wanted the transactions to group in a certain way, not for everyday usage.

There isn't any attempt to make "newest at top" work as if that is the "normal mode". The balance is still calculated top to bottom, not from the bottom up.

In the non-investment accounts a few years ago they did do the work to ensure "Reverse data sorting" with the most recent at the top was calculated from the bottom up, but that change was never done to the investment accounts.

davidinangelfire

Thank you, Chris.

Online, both my banking and investment accounts are listed as 'newest first'. I thought this would be a supported 'normal mode'.