Balances on quicken (for Mac) don't match

sycamore1234
sycamore1234 Quicken Mac Other Member ✭✭
edited February 1 in Download, Add/Update Accounts (Mac)

Why do the account balances along the left hand column not match the account balances when you click on a specific account that then appears in across most of the screen? This happens all the time and doesn't make sense. I've refreshed the data and the last update date appears to be accurate.

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @sycamore1234,

    Thank you for reaching out! To help troubleshoot, please provide more information:

    • When did you first notice this issue?
    • Were the balances previously matching, or have they always disagreed?
    • Which balance are you comparing the sidebar to?
    • Which balance is the sidebar set to display? Screenshot 2026-02-01 at 5.50.05 PM.png
    • Which balance is the problem account(s) set to display? Screenshot 2026-02-01 at 5.50.19 PM.png
    • Is the problem account(s) connected to download from a financial institution, or do you update it manually?

    I look forward to your reply!

    Quicken Kristina

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