Major Bug - Adding a new transaction does not update "Today's Balance" or running balance!
When I go in and add a transaction older than the current date - like say a check that I didn't get entered a couple days ago - the current balance does not change. This is a major bug and I cannot track an accurate balance if it won't update my current running balance shown above. This makes no sense at all!
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Check out these videos that one of the SuperUsers - JRS (John in NC) made. They are excellent!
https://www.youtube.com/user/QuickenMac
http://intuitquicken.zuberance.com/reviewV2/start/92868615
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(Canadian Q user since '92, STILL using QM2007)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
My guess is that you just setup this account. And if so, it is a "feature", not a bug.
During new account creation, an opening balance adjustment is created to make your final balance correct. They changed the behavior of the opening balance transaction so that it now acts like a placeholder in investment accounts if you are familiar with those.
If you enter any transactions with a date before the most recently imported during account creation, it will adjust the opening balance transaction amount. The theory was this was for people who wanted to enter older data into the account and have the running balance correct.
Future imports/manually entered transactions will affect the running balance as expected. You can let the check download when it posts, use a more recent date, or you can delete the placeholder and recreate the transaction yourself so it doesn't have the magic status. Use "Adjustment" as the category because this will keep it from showing the $ as income or expense.