What is the source of the amount shown in the bottom of a date in Bill & Income

raypantlik
raypantlik Quicken Windows Subscription Member
edited May 15 in All Things Canadian (Windows)

I am trying to set up projected balances in the my checking account by loading in my regular bills and income into Quicken. When I view the Bills & Income/ Income & Transfer tab within the calendar view, each date contains an amount in the lower right hand corner. What is this amount and what is the source data for it? Please see the screen shot below showing this amount.

Quicken Bill and Income calendar date image.png
Tagged:

Answers

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    That total amount in your Bills & Income tab / Calendar view is supposed to be the sum of the daily account balance of all your accounts in the Banking section of the Accounts sidebar.

    And, no, there is no customization option to select/deselect accounts from the list.

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    If you select "Show Full Calendar" you will get a calendar where you can control which accounts are used for that daily total (Under "Options").

    Signature:
    This is my website (ImportQIF is free to use):

    http://www.quicknperlwiz.com/

This discussion has been closed.

Categories