"Show Full Calendar" Calculations are using wrong amount
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.

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.

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!
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.

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.

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!
0
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You can move forward or back by month, if you need to.
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.
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.
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.
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.
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?
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.
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.
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.
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.
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.