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Projected balances are incorrect

JeffK1

On R64.35, both paycheck and mortgage transfers incorrectly shows the principal instead of the total payment making the projected balance meaningless.

The paycheck will correct after editing the transaction, but returns to the incorrect amount. The mortgage transfer does not correct in projected balances, but will apply the correct amount when entered.

This makes the projected balances incorrect.

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Comments

mshiggins

Please see this discussion on what sounds like the same issue you are having:

https://community.quicken.com/discussion/7966126/r64-25-broke-projected-balances

JeffK1

Thank you for the reference. Splits may be the problem that began with the change to the billers. I prefer to see future bills to verify the projected balance. So I removed all billers and will not use that feature.

I wish my paycheck reminder would not revert to a fraction of the total. I have to constantly edit and save it.

I never used the mobile and web sync.

JeffK1

The solution to the incorrect upcoming bills in the projected balances is to remove all bills. No bills means no opportunity to mess them up. It was broken when they moved to the new biller.

Jim_Harman

If you don't use the mobile and web features, be sure that the Sync setting at Edit > Preferences > Mobile and Web is turned off (slider to the left).