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Property and Debt needs to use current balance, not based on future transactions

desappr

The Property and Debt section of Quicken Classic shows the available balance on each of my cards, but it is not accurate, because I have entered in future transactions to make a plan, and instead of using the 'current' balance to compute the available balance, it is using the ending balance. This is a tricky situation, as you can compute. I guess I have no choice but to delete the advance register transactions, or compute the available balance on my own, separately.

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Comments

NotACPA

Right click the "All Transactions" header at the top of the account bar. You can choose Ending Balance vs. Current Balance there.

But, that option is for all accounts, not just Property & Debt.

UKR

I have entered in future transactions to make a plan

Instead of pre-recording future-dated transactions for planning purposes, wouldn't it be better to create and use Scheduled Reminder transactions?
Views like Projected Balances or your register views, configured to show future reminders as if they were real register transactions already, will show you those reminders.
Budget views, configured to show future reminders as if they were real expenses already, will also show you what will happen in the future.

Jim_Harman

For those like me who have trouble finding the option to include/exclude Reminders in budgets, go to the Budget page and at the top right click on Budget Actions. Select View options and check or uncheck the Include reminders box.