Account Bar Balances for some accounts do not match ledger balances
I see other post(s) related to this, but scrolling through length discussion doesn't seem to provide an explanation or resolution. For multiple accounts, but not all, the balance at the bottom of the ledger is correct, but the balance on the account bar is very wrong. As a software professional, I cannot for the life of me understand why this is complicated. One is a simple cash account. Every panel associated with the account shows correct balance except the account bar. The other is an IRA Here the cash balance is wrong , but the total on the account bar is wronger.
Answers
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The first thing i would check would be to see if the Accounts Bar is showing the current balance or the ending balance. The ending balance will include future-dated transactions while the current balance will not.
Click on the gear at the top right of the Accounts Bar and at the bottom, select Current Balance. This should match the Current Balance at the bottom of a banking account or the Total Market Value at the bottom of an investing account.
Does that fix it?
QWin Premier subscription0 -
No. 2 accounts show balances on the account bar that are in no way related to the accurate value shown at the bottom of the account ledger.
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