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"Show Full Calendar" Calculations are using wrong amount

Trish107Trish107 Member ✭✭
AMD Phenom II 965BE 4 cores @ 3.40Ghz
16GB RAM
Windows 10 Home Premium 64
Quicken Deluxe 2017
Version R6 Build 26.1.6.1

When I go to the "Bills" tab and select the "Show Full Calendar" button, the calculations are incorrect beginning with a single transaction.

Options: (All are default except)

Select Calendar Accounts = One small, minimal transaction, checking account.

As shown on the attached calendar, the estimated paycheck calculation uses the amount of the last actual paycheck to calculate the daily balance, instead of the estimated amount. This makes the calculation "off" by the difference between the actual and the estimated paycheck.

image

In subsequent months this difference "accumulates" for each estimated paycheck that's calculated using the incorrect "actual" amount instead of the estimated amount as shown below.

image
The only thing that resolves this is to delete the income reminder and set it back up every week.

Can anyone (including Quicken Support) point me in the right direction (or a patch, etc) to help me resolve this calculation error?

I'm stumped because it's such a simple calculation with so few transactions...

Thank you for your assistance!

Comments

  • WorkswithnumbersWorkswithnumbers Member ✭✭
    edited April 2017
    At least you figured out why it's "off". It's been a problem for me since Q2014 H&B. I couldn't figure out why. It would be nice if that gets looked at.
  • Trish107Trish107 Member ✭✭
    edited April 2017
    I think the most disturbing part is that there are less than 10 transactions a month going through that account and Quicken can't do the calculation. If it's not able to do simple math, what else is going on behind the scenes?
  • Unknown Member
    edited July 2017
    I am a 18-year Quicken user.  Up until a couple years ago, I used Quicken to forecast my monthly balances.   But now, FORECASTING IS TOTALLY WORTHLESS thanks to this Intuit screw-up.  This issue is EXACTLY as stated in the original statement:  It uses the last actual entered split amount instead of the forecast (reminder) split amount.   HOW STUPID THIS IS!   Intuit might just as well eliminate the calendar forecasting features SINCE IT IS NOW 100% WORTHLESS!  The whole idea of forecasting expenses is allow for real world variations in monthly expenses.   Forecasting monthly balances is one of the most useful features of any financial tool.  But yet this is broken, and I have no indication that Intuit intends to fix this, SINCE THIS HAS BEEN BROKEN FOR AT LEAST 2 YEARS!   I continue to be hopeful that Intuit will fix this, but I am not holding my breath.  
  • Unknown Member
    edited July 2017
    I really am amazed that thousands of uses are not having this same issue.  Forecasting account balances is the most useful aspect of any financial tool.  My account balance forecasts through the calendar are now worthless.  Perhaps, there could be an option... something like.... "use LAST split entered amount, or, use  ACTUAL reminder split amount in calendar monthly balance forecasts"...........
  • Unknown Member
    edited July 2017
    Should I pay Intuit the $49 for support to get somebody to actually fix this?   Why should I have to pay to them to fix something which is genuinely broken?
  • mshigginsmshiggins SuperUser ✭✭✭✭✭
    edited July 2017

    Should I pay Intuit the $49 for support to get somebody to actually fix this?   Why should I have to pay to them to fix something which is genuinely broken?

    Intuit no longer owns Quicken. Quicken support - from the new owners of Quicken - is free for the currently supported year versions. As of this writing, that is QW2015, QW2016, and QW2017.


    You can contact Quicken support by chat or phone:


    https://www.quicken.com/support#conta...
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • Unknown Member
    edited July 2017
    Use the In/Out/What's left screen instead.  It will give you the cash flow you're looking for, includes future bill reminders and will give you your projected balance at the beginning of the month and at the end of the month.

    You can move forward or back by month, if you need to.  

    image
  • Trish107Trish107 Member ✭✭
    edited July 2017
    gmalis1 said:

    Use the In/Out/What's left screen instead.  It will give you the cash flow you're looking for, includes future bill reminders and will give you your projected balance at the beginning of the month and at the end of the month.

    You can move forward or back by month, if you need to.  

    image

    Thanks for the suggestion! I've looked at it and it "appears" to calculate correctly.

    I'm going to watch it for awhile and make sure it's gathering and using the intended assumptions. At this point I'm cautiously optimistic...

    It wasn't very intuitive about how to access this tool, so in the spirit of saving clueless people like me the trouble of locating it, here's how you access it.
    1. Click the Home tab.

    2. Click Customize at the top of the Home tab window,
      then scroll to the Planning items and add the In/Out/What's Left snapshot. For me it was at the very bottom of the list.

  • Unknown Member
    edited July 2017
    gmalis1 said:

    Use the In/Out/What's left screen instead.  It will give you the cash flow you're looking for, includes future bill reminders and will give you your projected balance at the beginning of the month and at the end of the month.

    You can move forward or back by month, if you need to.  

    image

    You could also go to the Home tab...and just click "Add View".  Name the view anything you'd like that makes sense.  

    Add the In/Out/What's Left to the view...and add anything else you think might be pertinent.  

    Great way to customize your own view.  

    I have a customized view that contains In/Out/What's Left, Bill Reminders and See Where Your Money Goes.

    Pretty much all I usually need all wrapped up in one view.  That's the cool part about adding custom views. You get what you need right up front. 

    You can even set Quicken preferences to open to that customized view when you start Quicken.
  • Unknown Member
    edited July 2017
    I have looked at the Current Balance in the What's Left panel.  I have no freaking idea where it gets that current balance.  It is off by many thousands of $.   Why can't Quicken simply use the REMINDER amount instead of the LAST SPLIT ENTERED amount in the calendar?  What it show now in calendar is wrong based upon scheduled reminder amounts.
  • Unknown Member
    edited July 2017
    And so I took somebody's advice and contacted Quicken support.  I was in touch with somebody who has a thick Philippine accent who knows very little about Quicken.  In screen sharing, I showed and displayed the VERY OBVIOUS MIS-CALCULATIONS of the projected calendar amounts.   I found the simplest example in a simple account, in which Quicken obviously was using the LAST SPLIT ENTERED AMOUNT instead of the REMINDER amount.  An 8-year-old could have followed my explanation with the numbers on my screen, but the agent wanted to convince me that I was doing something wrong, or that something was wrong with my installation or data.  I told this guy that I have been using this great calendar forecast feature successfully for many years until it broke a year or 2 ago.    After 45 minutes of explaining and re-explaining and explaining and re-explaining, I had to leave the support call disappointed that he could not understand simple arithmetic.  Or, perhaps he has instructions to defer and deflect until the customer gives up as I did?  Simply put, Quicken needs to use the  REMINDER  amount instead of the LAST SPLIT ENTERED amount when computing the projected daily balance for the account I have selected in my calendar view.  Please somebody tell me why it worked that way for years, then stopped working that way a year or 2 ago?  This should be a simple fix.
  • Unknown Member
    edited July 2017

    And so I took somebody's advice and contacted Quicken support.  I was in touch with somebody who has a thick Philippine accent who knows very little about Quicken.  In screen sharing, I showed and displayed the VERY OBVIOUS MIS-CALCULATIONS of the projected calendar amounts.   I found the simplest example in a simple account, in which Quicken obviously was using the LAST SPLIT ENTERED AMOUNT instead of the REMINDER amount.  An 8-year-old could have followed my explanation with the numbers on my screen, but the agent wanted to convince me that I was doing something wrong, or that something was wrong with my installation or data.  I told this guy that I have been using this great calendar forecast feature successfully for many years until it broke a year or 2 ago.    After 45 minutes of explaining and re-explaining and explaining and re-explaining, I had to leave the support call disappointed that he could not understand simple arithmetic.  Or, perhaps he has instructions to defer and deflect until the customer gives up as I did?  Simply put, Quicken needs to use the  REMINDER  amount instead of the LAST SPLIT ENTERED amount when computing the projected daily balance for the account I have selected in my calendar view.  Please somebody tell me why it worked that way for years, then stopped working that way a year or 2 ago?  This should be a simple fix.

    image

    Not sure what's so difficult to figure out here.  I even get my retirement transfer IN.

    Under Bills, if you click that you will see all bills already paid PLUS any expenses in the bill reminders, as set up there and current.  

    Other Expenses are just that...ATM withdrawals, pet grooming, etc...things that aren't regular monthly bills.

    The Loan payments is my exact principal transfer and interest category amounts.  

    The checking balances tell me what's up as of the first of the month.  The current month will also show me the balance as of today.  And also the ending balance at the end of the month.

    You'll need to click on the gear in the upper right to select which accounts you want included, which include your cash flow accounts.  In almost all cases, this should be your checking, savings and credit card accounts.  It doesn't include investment accounts.  

    You also need to make sure that in that settings option (the gear) has "Account balances" checked.  

    Mine works flawlessly and accurately reflects my checking account balance from the beginning of the month, today, and the end of the month.

    I can also move back a month at a time or forward a month at a time.  
  • Unknown Member
    edited July 2017

    And so I took somebody's advice and contacted Quicken support.  I was in touch with somebody who has a thick Philippine accent who knows very little about Quicken.  In screen sharing, I showed and displayed the VERY OBVIOUS MIS-CALCULATIONS of the projected calendar amounts.   I found the simplest example in a simple account, in which Quicken obviously was using the LAST SPLIT ENTERED AMOUNT instead of the REMINDER amount.  An 8-year-old could have followed my explanation with the numbers on my screen, but the agent wanted to convince me that I was doing something wrong, or that something was wrong with my installation or data.  I told this guy that I have been using this great calendar forecast feature successfully for many years until it broke a year or 2 ago.    After 45 minutes of explaining and re-explaining and explaining and re-explaining, I had to leave the support call disappointed that he could not understand simple arithmetic.  Or, perhaps he has instructions to defer and deflect until the customer gives up as I did?  Simply put, Quicken needs to use the  REMINDER  amount instead of the LAST SPLIT ENTERED amount when computing the projected daily balance for the account I have selected in my calendar view.  Please somebody tell me why it worked that way for years, then stopped working that way a year or 2 ago?  This should be a simple fix.

    In.. In/Out/What's Left.... after I click on the gear, and see my account list, do I just highlight the account which I am considering in this view?   The Current Balance shown for the account which I highlight is off by many thousands of $, and so maybe it is not selecting the account I highlight? 

  • Unknown Member
    edited July 2017

    And so I took somebody's advice and contacted Quicken support.  I was in touch with somebody who has a thick Philippine accent who knows very little about Quicken.  In screen sharing, I showed and displayed the VERY OBVIOUS MIS-CALCULATIONS of the projected calendar amounts.   I found the simplest example in a simple account, in which Quicken obviously was using the LAST SPLIT ENTERED AMOUNT instead of the REMINDER amount.  An 8-year-old could have followed my explanation with the numbers on my screen, but the agent wanted to convince me that I was doing something wrong, or that something was wrong with my installation or data.  I told this guy that I have been using this great calendar forecast feature successfully for many years until it broke a year or 2 ago.    After 45 minutes of explaining and re-explaining and explaining and re-explaining, I had to leave the support call disappointed that he could not understand simple arithmetic.  Or, perhaps he has instructions to defer and deflect until the customer gives up as I did?  Simply put, Quicken needs to use the  REMINDER  amount instead of the LAST SPLIT ENTERED amount when computing the projected daily balance for the account I have selected in my calendar view.  Please somebody tell me why it worked that way for years, then stopped working that way a year or 2 ago?  This should be a simple fix.

    PS all my accounts are Spending accounts.  It is looking like it is adding all my spending accounts, instead of just the one I highlight.  There is only 1 specific spending account which I need to monitor in this manner.
  • Unknown Member
    edited July 2017

    And so I took somebody's advice and contacted Quicken support.  I was in touch with somebody who has a thick Philippine accent who knows very little about Quicken.  In screen sharing, I showed and displayed the VERY OBVIOUS MIS-CALCULATIONS of the projected calendar amounts.   I found the simplest example in a simple account, in which Quicken obviously was using the LAST SPLIT ENTERED AMOUNT instead of the REMINDER amount.  An 8-year-old could have followed my explanation with the numbers on my screen, but the agent wanted to convince me that I was doing something wrong, or that something was wrong with my installation or data.  I told this guy that I have been using this great calendar forecast feature successfully for many years until it broke a year or 2 ago.    After 45 minutes of explaining and re-explaining and explaining and re-explaining, I had to leave the support call disappointed that he could not understand simple arithmetic.  Or, perhaps he has instructions to defer and deflect until the customer gives up as I did?  Simply put, Quicken needs to use the  REMINDER  amount instead of the LAST SPLIT ENTERED amount when computing the projected daily balance for the account I have selected in my calendar view.  Please somebody tell me why it worked that way for years, then stopped working that way a year or 2 ago?  This should be a simple fix.

    There is no way to select individual accounts and pick and choose.

    You only get to use "Personal Banking" (which I use and includes all savings, checking and credit card accounts in Quicken), Personal Investments, Personal Net Worth, or All Accounts.

    As mentioned, I use Personal Banking as the choice.
  • Unknown Member
    edited July 2017

    And so I took somebody's advice and contacted Quicken support.  I was in touch with somebody who has a thick Philippine accent who knows very little about Quicken.  In screen sharing, I showed and displayed the VERY OBVIOUS MIS-CALCULATIONS of the projected calendar amounts.   I found the simplest example in a simple account, in which Quicken obviously was using the LAST SPLIT ENTERED AMOUNT instead of the REMINDER amount.  An 8-year-old could have followed my explanation with the numbers on my screen, but the agent wanted to convince me that I was doing something wrong, or that something was wrong with my installation or data.  I told this guy that I have been using this great calendar forecast feature successfully for many years until it broke a year or 2 ago.    After 45 minutes of explaining and re-explaining and explaining and re-explaining, I had to leave the support call disappointed that he could not understand simple arithmetic.  Or, perhaps he has instructions to defer and deflect until the customer gives up as I did?  Simply put, Quicken needs to use the  REMINDER  amount instead of the LAST SPLIT ENTERED amount when computing the projected daily balance for the account I have selected in my calendar view.  Please somebody tell me why it worked that way for years, then stopped working that way a year or 2 ago?  This should be a simple fix.

    image
  • Unknown Member
    edited July 2017

    And so I took somebody's advice and contacted Quicken support.  I was in touch with somebody who has a thick Philippine accent who knows very little about Quicken.  In screen sharing, I showed and displayed the VERY OBVIOUS MIS-CALCULATIONS of the projected calendar amounts.   I found the simplest example in a simple account, in which Quicken obviously was using the LAST SPLIT ENTERED AMOUNT instead of the REMINDER amount.  An 8-year-old could have followed my explanation with the numbers on my screen, but the agent wanted to convince me that I was doing something wrong, or that something was wrong with my installation or data.  I told this guy that I have been using this great calendar forecast feature successfully for many years until it broke a year or 2 ago.    After 45 minutes of explaining and re-explaining and explaining and re-explaining, I had to leave the support call disappointed that he could not understand simple arithmetic.  Or, perhaps he has instructions to defer and deflect until the customer gives up as I did?  Simply put, Quicken needs to use the  REMINDER  amount instead of the LAST SPLIT ENTERED amount when computing the projected daily balance for the account I have selected in my calendar view.  Please somebody tell me why it worked that way for years, then stopped working that way a year or 2 ago?  This should be a simple fix.

    Yup, then that shows me, unfortunately, that all 5 of my accounts are being lopped together in this In/Out/What's Left view.   In the Calendar view, I DO have the option of selecting a specific account to monitor the daily balance.   That is what I need to do, and it worked find (see above comments) until a year or 2 ago.  :-(
  • Unknown Member
    edited July 2017

    And so I took somebody's advice and contacted Quicken support.  I was in touch with somebody who has a thick Philippine accent who knows very little about Quicken.  In screen sharing, I showed and displayed the VERY OBVIOUS MIS-CALCULATIONS of the projected calendar amounts.   I found the simplest example in a simple account, in which Quicken obviously was using the LAST SPLIT ENTERED AMOUNT instead of the REMINDER amount.  An 8-year-old could have followed my explanation with the numbers on my screen, but the agent wanted to convince me that I was doing something wrong, or that something was wrong with my installation or data.  I told this guy that I have been using this great calendar forecast feature successfully for many years until it broke a year or 2 ago.    After 45 minutes of explaining and re-explaining and explaining and re-explaining, I had to leave the support call disappointed that he could not understand simple arithmetic.  Or, perhaps he has instructions to defer and deflect until the customer gives up as I did?  Simply put, Quicken needs to use the  REMINDER  amount instead of the LAST SPLIT ENTERED amount when computing the projected daily balance for the account I have selected in my calendar view.  Please somebody tell me why it worked that way for years, then stopped working that way a year or 2 ago?  This should be a simple fix.

    Somebody pleeeeeeeeeeeeeease convince Quicken to fix this!  It DID work in the Calendar view for many many years, but only broke in the last year or 2...
  • Unknown Member
    edited July 2017

    And so I took somebody's advice and contacted Quicken support.  I was in touch with somebody who has a thick Philippine accent who knows very little about Quicken.  In screen sharing, I showed and displayed the VERY OBVIOUS MIS-CALCULATIONS of the projected calendar amounts.   I found the simplest example in a simple account, in which Quicken obviously was using the LAST SPLIT ENTERED AMOUNT instead of the REMINDER amount.  An 8-year-old could have followed my explanation with the numbers on my screen, but the agent wanted to convince me that I was doing something wrong, or that something was wrong with my installation or data.  I told this guy that I have been using this great calendar forecast feature successfully for many years until it broke a year or 2 ago.    After 45 minutes of explaining and re-explaining and explaining and re-explaining, I had to leave the support call disappointed that he could not understand simple arithmetic.  Or, perhaps he has instructions to defer and deflect until the customer gives up as I did?  Simply put, Quicken needs to use the  REMINDER  amount instead of the LAST SPLIT ENTERED amount when computing the projected daily balance for the account I have selected in my calendar view.  Please somebody tell me why it worked that way for years, then stopped working that way a year or 2 ago?  This should be a simple fix.

    You've made your point.

    Don't expect a fix tomorrow.  

    We are other fellow Quicken users here.  We have zero influence on what Quicken does or does not do in their update releases. 
  • Unknown Member
    edited July 2017

    And so I took somebody's advice and contacted Quicken support.  I was in touch with somebody who has a thick Philippine accent who knows very little about Quicken.  In screen sharing, I showed and displayed the VERY OBVIOUS MIS-CALCULATIONS of the projected calendar amounts.   I found the simplest example in a simple account, in which Quicken obviously was using the LAST SPLIT ENTERED AMOUNT instead of the REMINDER amount.  An 8-year-old could have followed my explanation with the numbers on my screen, but the agent wanted to convince me that I was doing something wrong, or that something was wrong with my installation or data.  I told this guy that I have been using this great calendar forecast feature successfully for many years until it broke a year or 2 ago.    After 45 minutes of explaining and re-explaining and explaining and re-explaining, I had to leave the support call disappointed that he could not understand simple arithmetic.  Or, perhaps he has instructions to defer and deflect until the customer gives up as I did?  Simply put, Quicken needs to use the  REMINDER  amount instead of the LAST SPLIT ENTERED amount when computing the projected daily balance for the account I have selected in my calendar view.  Please somebody tell me why it worked that way for years, then stopped working that way a year or 2 ago?  This should be a simple fix.

    How about setting your register to have "Reminders to show in register"?

    That will give you the flexibility to show the reminders in the register and see your daily balance INCLUDING the future reminders for each individual account. 

    Since you stated you want to see ONE account at a time, seems to me this would work for you.

    Click on the gear in the upper right of the register.  Select "Reminders to show in register" and select a time frame for how far out you want the reminders to show.  

    You'll have to do this for each register you need to see the running balance.  It is NOT a global setting.  

    Hope that gets what you're looking for. 
  • Unknown Member
    edited July 2017

    And so I took somebody's advice and contacted Quicken support.  I was in touch with somebody who has a thick Philippine accent who knows very little about Quicken.  In screen sharing, I showed and displayed the VERY OBVIOUS MIS-CALCULATIONS of the projected calendar amounts.   I found the simplest example in a simple account, in which Quicken obviously was using the LAST SPLIT ENTERED AMOUNT instead of the REMINDER amount.  An 8-year-old could have followed my explanation with the numbers on my screen, but the agent wanted to convince me that I was doing something wrong, or that something was wrong with my installation or data.  I told this guy that I have been using this great calendar forecast feature successfully for many years until it broke a year or 2 ago.    After 45 minutes of explaining and re-explaining and explaining and re-explaining, I had to leave the support call disappointed that he could not understand simple arithmetic.  Or, perhaps he has instructions to defer and deflect until the customer gives up as I did?  Simply put, Quicken needs to use the  REMINDER  amount instead of the LAST SPLIT ENTERED amount when computing the projected daily balance for the account I have selected in my calendar view.  Please somebody tell me why it worked that way for years, then stopped working that way a year or 2 ago?  This should be a simple fix.

    Yes, thanks, I see all my reminders.

    Of course, I also have...."Show daily balances in calendar" checked.   In fact, it is these displayed daily balances that are incorrect, since the calculation uses the LAST SPLIT ENTERED amount instead of the ACTUAL REMINDER amount.   My projected daily balances are therefore incorrect.   That is the only thing that is incorrect.   My reminder amounts are correct, and of course never change, unless I edit and change them, which I don't.
  • Unknown Member
    edited July 2017

    And so I took somebody's advice and contacted Quicken support.  I was in touch with somebody who has a thick Philippine accent who knows very little about Quicken.  In screen sharing, I showed and displayed the VERY OBVIOUS MIS-CALCULATIONS of the projected calendar amounts.   I found the simplest example in a simple account, in which Quicken obviously was using the LAST SPLIT ENTERED AMOUNT instead of the REMINDER amount.  An 8-year-old could have followed my explanation with the numbers on my screen, but the agent wanted to convince me that I was doing something wrong, or that something was wrong with my installation or data.  I told this guy that I have been using this great calendar forecast feature successfully for many years until it broke a year or 2 ago.    After 45 minutes of explaining and re-explaining and explaining and re-explaining, I had to leave the support call disappointed that he could not understand simple arithmetic.  Or, perhaps he has instructions to defer and deflect until the customer gives up as I did?  Simply put, Quicken needs to use the  REMINDER  amount instead of the LAST SPLIT ENTERED amount when computing the projected daily balance for the account I have selected in my calendar view.  Please somebody tell me why it worked that way for years, then stopped working that way a year or 2 ago?  This should be a simple fix.

    This is a known bug...and you've seen it.

    There is no way, at this time, to get this to display the correct way in the calendar.

    I've given you two alternatives to see your balances...current balance AND future projected balance.

      I can't help you further. 
This discussion has been closed.