Balances are not updating

EPN303
EPN303 Quicken Mac Subscription Member
edited July 2025 in Errors and Troubleshooting (Mac)

I just moved over to a new Mac. I have the installed version. For some reason, all the transactions are on my new machine but the balances are not updating despite me putting in the Tranfer: [Account Name] category. Basically it acts like it doesnt recognize the tranaction. Pulling my hair out to figure this out.

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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @EPN303,

    We appreciate you reaching out and telling us about this issue.

    If you don't mind, could you please provide a screenshot of the issue you described above? If needed, please take a moment to review this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

    Thank you!

    -Quicken Anja
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  • RickO
    RickO Quicken Mac Subscription SuperUser ✭✭✭✭

    Try turning on the "Transfer" column in the register and make sure the correct transfer-to account is showing up there.

    Quicken Mac Subscription; Quicken Mac user since the early 90s
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