Projected balance in checking no longer shows full statement balance of upcoming bills (Q Mac)

mjgolden
mjgolden Quicken Mac Other Member ✭✭

After the last update there has been a change in how upcoming bills appear in the projected balance of the account (in my case, my checking account) that I pay them from,

Under the Bills tab, the eBill displays the way I intend it to: showing the full statement balance.

But now, when I am in my checking account and it populates upcoming bills, the amount shown is only the minimum payment due.

How do I get the projected balance in my checking account back to displaying the full statement balance of an upcoming bills?

Answers

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭

    Hello @mjgolden,

    Thanks for reaching out — I definitely understand wanting your projected balance to reflect the full statement balance for accurate planning. I’d love to ask a few questions to better understand what’s happening after the update:

    1. Just to confirm, are you referring specifically to online-linked eBills where Quicken is pulling the minimum due and statement balance directly from your biller, or are some of these bills manually entered or reminders?
    2. In the Bills & Income tab, when you view the eBill, it shows the full statement balance — does it also clearly show the minimum due as a separate value? Or has that field changed?
    3. Are you using manual reminders tied to the eBill, or just relying on the eBill alone to populate your checking account’s Projected Balance?
    4. Has anything changed in how the eBill is scheduled or linked to the checking account since the update? Sometimes relinking the payment account can change how amounts are displayed.
    5. Lastly, are you seeing this change with just one eBill, or are all your upcoming eBill entries now showing only the minimum in Projected Balances?

    Let me know!

    -Quicken Jasmine

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  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭

    -Quicken Jasmine

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  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭

    -Quicken Jasmine

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