The Web Calendar does not calculate un-entered transactions

CG Smith

Hello - so if you sync you transactions to the web and look at the calendar, you'll notice the daily balances will calculate normally until it reaches un-entered (to the register) transactions in the future.

Once you enter them to the register the Web Calendar will then calculate the new balance.

I wonder why this is and if it can be fixed to act like the desktop calendar which updates the daily balances regardless if the transactions are entered.

Thanks!

CG Smith

2025-01-08_09-32-13.png

Here you'll see the clock icon on non-entered transactions. Every time there is one like that the transaction balance is not affected until it is entered. You'll also see one or two where here are both non-entered and entered on the same day, so the balance updates but only by the amount from the entered transaction.

Quicken Jasmine

Hello @CG Smith ,

Thank you for bringing this to our attention, though I apologize for any inconvenience this issue may be causing.I attempted to replicate this issue within Quicken on the Web using my own personal file, but I was not able to do so as it seems to be calculating the balance regardless of whether a future transaction has been entered.

So to start with, I suggest resetting your cloud data from your Quicken desktop program and see if that may make a difference. However, before doing so, first, verify that the Dataset name and the File name match each other identically by navigating to Edit > Preferences > Quicken ID & Cloud Accounts (see below).

If they do not match, please click Edit dataset name and change the Dataset name to match the File name exactly the same (do not copy the file extension: ".QDF"). Then, click OK in the preferences window and proceed to save a backup (just in case). From there, please follow the steps below to reset your cloud data.

1. Sign out of your Quicken on the Web account
2. On your desktop program go to Edit
3. Preferences...
4. Mobile & Web
5. Make sure Sync shows it's ON and click on Reset your cloud 
   
6. On the following screen you can leave the preselected option for "No, just reset my Cloud data", type Yes in the entry field to confirm, and click Reset
7. Wait for the sync reset to finish
8. Navigate to the Mobile & Web dropdown menu
9. Select Cloud Sync to resync your data and to make sure no errors occur
10. Wait for it to finish syncing
11. Sign back in on Quicken on the Web

Once that is done, see if the issue still persists.

Let us know how it goes!