Balances in calendar wrong

MW@TL
MW@TL Quicken Windows Subscription Member ✭✭

Quicken for web is not always giving me the right balances on calendar. It shows balance for Friday, then for Saturday deducts payments, adds deposits, but comes up with way wrong balance.

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Answers

  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    Hello @MW@TL,

    Thanks for reaching out!

    When you notice the incorrect balance in the calendar, does it seem to be off by a consistent amount, or does the discrepancy vary? Are the incorrect balances only happening on specific days (like weekends), or do you see this issue throughout the week?

    Also, do the transactions affecting the balance appear correctly in your register, or do any seem to be missing or duplicated? Have you noticed if this happens with specific types of transactions, like scheduled payments or manually entered ones?

    Let me know!

    -Quicken Jasmine

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  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    Just checking in, are you still needing assistance?

    -Quicken Jasmine

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  • MW@TL
    MW@TL Quicken Windows Subscription Member ✭✭

    Thanks for your offer to help. I did figure out what was wrong. The amount of the deposit shown in the calendar was correct but the split for it was out of balance by the amount Q calculated as additional deposit. After correcting the split, the balance shown in the calendar was correct.

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    Answer ✓

    Thank you for coming back to update us and for sharing the solution you found. I am happy to hear that you were able to resolve the issue!

    -Quicken Jasmine

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