Account Balances don't match on Mac and Windows versions - Why?

wblack@wans.net
wblack@wans.net Quicken Windows Subscription Member
edited October 29 in Installing and Updating (Mac)

I want to switch to the mac, I've used windows and mac platforms for years, and Quicken is one app that keeps holding me up. Why doesn't the mac update banking, credit, investing accounts and show the same balances as on Windows??? I find the windows version generally match what my online account balances show, while the Mac version is generally a different number not indicating the update of transactions that Windows performed in Auto Update earlier. The Mac version doesn't seem to "ever catch up" with the results in Windows which erodes confidence in what it is presenting on the screen. I don't feel it is trustable to be correct??? How to reconcile this?

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  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @wblack@wans.net,

    Thanks for your question. That does sound frustrating, and I am happy to help.

    Can you clarify what you meant when you said the Mac version "is not keeping up with Windows"? Are you using the same Quicken data file between both Mac and Windows somehow? If so, could you explain how you’re doing that?

    If that's not the case, could you provide more details about your setup? For example, are you seeing outdated or missing transactions on Mac that are current on Windows, or is it just a balance discrepancy?

    While there are some differences between Quicken Mac and Windows, both versions are designed to update account information reliably. With a bit more context, I can help pinpoint what might be going wrong.

    Looking forward to your reply!

    Quicken Alyssa

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