Figured out why account bar balances not matching register and online balances

JohnBigManStone

There are bunch of discussions on this topic and I read them all. They were all closed without a valid solution provided. Instead all that was offered was default responses having to do with mistakes by the users or file corruption.

Guess what!!! It is a GUI bug. The issue is caused when the Show savings goals transactions in register and reports is not selected in the account bar settings. When this is not selected, all accounts that currently have or in the past had savings goals associated with them show the wrong balance on the account bar. Check this option and everything is fixed.

Note that that you can fix accounts with current savings goals in those account settings themselves but that option no longer is available for accounts that had a savings goal in the past but no longer have a savings goal. You can only fix those by checking the option on the account bar settings.

This issue needs investigation and fixing by the Quicken team. At least now you have a workaround.

Quicken Kristina

Hello @JohnBigManStone,

Thank you for letting us know about this issue. I tested in my Quicken and see the same issue. I forwarded this issue to the proper channels to be further investigated. In the meantime, if you haven't already done so, please navigate to Help > Report a problem and submit a problem report with log files attached in order to contribute to the investigation.

While you will not receive a response through this submission, these reports will help our teams in further investigating the issue. The more problem reports we receive, the better.

We apologize for any inconvenience! Thank you.    

(CTP-16159)