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Balance Tab Inaccuracy [Edited]

Brad L Vandermoon

I find the Balance tab to be very useful for planning. I am looking at the "This Year" view of the Balance tab, and it is not showing all scheduled transactions for the year, which I thought it used to do. Right now, it appears to be showing only the "Next Instance" of scheduled transactions. It seems more useful to show all scheduled transactions for the time period selected. [Edited - Readability]

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Jon

Change the chart setting to something else (like Last 12 Months, for example) and a selection for how many scheduled transactions to include will appear. Change it from Next Instance to something else that will cover the rest of the year (like Next 1 Year) then change the chart back to This Year and it should include the scheduled transactions you were missing.

I don't know if this is intentional behavior, or if the second pulldown is supposed to be there all the time.

Quicken James

Hello @Brad L Vandermoon and @Jon,

Thank you for bringing this issue to our attention! I am happy to assist.

I am seeing the same behavior in my Quicken file. The workaround @Jon provided will show me the scheduled transactions through the end of the year. I do not believe that is the intended behavior and is a bug. I am submitting an internal escalation ticket.

I noticed that you both have the Beta version of Quicken. Are you guys seeing this issue in the Beta version or the production version?

Thanks again.

[CTP-19175]

Jon

I was looking at the production version, but at this point I would expect to see the same thing in beta.

Brad L Vandermoon

same happens in the beta version.

Quicken James

Hi @Jon and @Brad L Vandermoon,

Thank you for letting me know.

If you would like to report a problem and share your logs, I can add you to the escalation.

With the issue happening in the beta version as well, did you guys report it in the Beta Community as well?

Thanks again for the update.

Jon

I didn't notice it until Brad brought it up here this morning; since the 9.3 beta is over all the Mac beta discussions are currently closed. I can go ahead and submit a problem report with logs, though.

Edit: Problem Report submitted.

Quicken James

Thank you.

I have added you to the escalation.