Only one bank account is incorrect

Quicken Mac Subscription Member ✭✭

Converted from Windows to MAC (7.9.1) yesterday (thank you Quicken team for your excellent help). We have 4 accounts at one bank and 3 of the 4 transfered correctly and for those 3, the "Todays Balance" displayed in the upper right corner is exact. For one account, the far right running balance column isn't tracking my activity and the "Todays Balance" is wrong. But if I click on it and choose "Online Balance", it is right. And I have set up the column displays the same for all accounts.

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Answers

  • Quicken Mac Subscription SuperUser ✭✭✭✭

    What do you mean when you say "isn't tracking my activity". Is the register sorted by date? Look for the V or ^ symbol next to the word DATE on the column header:

    image.png

    If not sorted by date, then the Balance column will be shown in light gray italic and will not reflect the correct running balance by date. To sort by date, simply click the DATE column header. Click it again to reverse the sort.

    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • Quicken Mac Subscription SuperUser ✭✭✭✭

    One more little thing: you should update your community profile to reflect that you're now a QMac user to avoid confusion when people read your posts. Click the avatar top right on this page, then Account & Privacy Settings. Then click Edit Profile Fields to change your indicated Quicken version.

    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • Quicken Mac Subscription Member ✭✭

    Figured it out and thank you…have changed to Quicken for Mac.

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