Calendar showing Account balances wrong from month to month
The current calendar month account balances are correct, but change when advancing to the next month. For example, this month is January. When I look at January's account balances, they are correct. Still on this view, I can see February's projected balances based on my scheduled transactions. These are correct. If I actually advance the calendar to February, the account balances are all wrong. This has been a problem since I got Quicken for Mac, but never was on windows. The account balances as of February 1st should be $200. Instead, it changes it to $1,400 (for example). Completely inaccurate numbers when looking at future months. I don't know why this is happening and it renders the calendar useless for anything other than the current month's information. I use the calendar to estimate future account balances for the coming weeks. Without this being fixed, I have to manually calculate these. numbers.
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~ Quicken Harold.
Community Moderator
There is a known issue where, for example, I can see July 1st on the June calendar but when I tab over to the July calendar that balance on July 1st doesn't match the July 1st and this amount gets rolled over at some point and that's where the difference comes from
Can I ask that you upload some screenshots of where the balance is incorrect? This helps us to recreate the issue on our end.
I've seen this Calendar issue before, unfortunately my calendar isn't a good example to use as I have several scheduled transactions and transactions entered at a later date because I use projected balances so this skews the balances shown on the calendar.
Thank you!
-Quicken Tyka
You can go to Help and Report a problem and then choose 'Attach Additional Files'
This information goes straight to development, you won't receive a response from development but this information will help us to investigate the issue.
This bug in particular seems to be contingent upon the data in the file and those can be difficult to research and come out with a universal fix and that's usually why it can take a while to correct.
Thank you for your patience and your participation!
-Quicken Tyka
Also disappointing to see that this topic was initially posted close to a year ago and the issue still has not been resolved,
Quicken - do you know where there will be a fix for this issue?
I'm having the same issue. What I discovered, is if you click on the gear in the upper right hand corner on the calendar. Select show investment changes. This fixed the issue.
I don't know why, but now my balances the correct balance of $3,454.51
Thank you for taking the time and contributing this workaround to the Community.
I have tested this on my end can see that this does indeed cause the balance to be correct on the calendar.
Unfortunately, I don't have an update to offer on when this will be fixed, but this problem has been acknowledged and has been passed up.
Thank you!
-Quicken Tyka
What you are experiencing is a known issue with the Mac version.
The workaround to correct this is to click the gear in the top right and select 'Show Investment Changes'.
This should correct the balance on the calendar.
Hope this helps!
-Quicken Tyka