Projected Balance- Income & Payments dates change

Willti
Willti Quicken Windows Subscription Member
edited November 2025 in Paying Bills, Online Billers & Reminders (Windows)

I'm seeing a projected income that I set for December 1st get moved to January 1st after I run a banking update. That update did not include any deposit of the income. I've also found other bill reminder expenses dates being changed.

I've reset those accounts with the correct payment/deposit date, but after running an account update, the dates I set are gone and have been moved forward a month or two. I count on the Projected Balance data to be correct, so this is very frustrating.

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Answers

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @Willti,

    Thank you for sharing your experience with us. I can totally understand how frustrating this must be.

    I have some follow-up questions for you.

    • When did this issue start?
    • Have you tried deleting the problem reminder(s) and re-adding them?
      • If not, this is a good place to start.
    • Are you using Quicken for Mobile and Web?
    • Where is your data file located?
    • Is your file being synced/backed up by any third-party services like Dropbox, Carbonite, or OneDrive?

    Let me know how it goes!

    Quicken Alyssa

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  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    @Willti,

    We haven't heard back from you in a while. Do you still need assistance?

    Thank you!

    Quicken Alyssa

    Make sure to sign up for the email digest to see a round up of your top posts.

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello again,

    Checking in once more before this thread is closed.

    Let us know if you still need assistance.

    Thank you!

    Quicken Alyssa

    Make sure to sign up for the email digest to see a round up of your top posts.

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