Balance

Discussion List

• 
  Why do I have to verify the Cash Balance? [Edited]

  Answered Closed fanfare 222 views 15 comments 0 points Most recent by Quicken Kristina April 20Download, Add/Update Accounts (Windows)
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  Fidelity Money Market account and cash balance problems

  Bobalaska 34 views 1 comment 0 points Most recent by Quicken Laura April 20Errors and Troubleshooting (Mac)
• 
  How are online balances for credit cards determined?

  Answered QwikOne 41 views 4 comments 0 points Most recent by NotACPA April 14Download, Add/Update Accounts (Windows)
• 
  Quicken One Step Update and/or when Reconcile = Duplicate Transactions or Recurring Dates Changing

  Answered BobS54 78 views 6 comments 0 points Most recent by Quicken Kristina April 13Errors and Troubleshooting (Mobile)
• 
  Online Balance and Bank Balance Don't Match [Edited]

  Closed blue68qkn 46 views 4 comments 0 points Most recent by Quicken Alyssa March 5Registers & Transactions (Mac)
• 
  Principal Financial 401(k) shows wrong balance

  Answered ✓ Closed Geiswood 946 views 61 comments 2 points Most recent by Quicken Anja February 7Download, Add/Update Accounts (Mac)
• 
  Quicken STILL creating bogus opening balance transactions

  Closed deliusfan 127 views 9 comments 1 point Most recent by tckexpat February 4Errors and Troubleshooting (Windows)
• 
  Account values do not match

  Closed E. Blackadder 13 views 2 comments 0 points Most recent by E. Blackadder February 3Registers & Transactions (Windows)
• 
  Transaction and Register Balance are Off

  Answered Closed Kris K 41 views 5 comments 0 points Most recent by Quicken Alyssa February 1Registers & Transactions (Windows)
• 
  Merrill Lynch - Incorrect Investment Account Balance on 401K Bond Funds - shares off by 100x

  Answered Closed LouCan 61 views 6 comments 0 points Most recent by Quicken Alyssa January 12Errors and Troubleshooting (Windows)
• 
  Problem with balance (Q Mac)

  Answered ✓ Closed ATW 33 views 2 comments 0 points Most recent by ATW January 10Download, Add/Update Accounts (Mac)
• 
  Balance off

  Answered Closed ATW 31 views 4 comments 0 points Most recent by Quicken Anja December 2025Download, Add/Update Accounts (Mac)
• 
  Schwab HSA Account Download

  Closed Maria K 264 views 20 comments 0 points Most recent by Quicken Kristina December 2025Download, Add/Update Accounts (Mac)
• 
  Why are my investment amounts doubled.

  Answered Closed Coasterdon 57 views 5 comments 0 points Most recent by Arctic Hare November 2025All Things Canadian (Windows)
• 
  incorrect balances for Fidelity accounts

  Closed quickj 1.5K views 48 comments 1 point Most recent by Quicken Kristina November 2025Investing (Mac)
• 
  Occasional incorrect balances after accounts update - for a couple accounts, fixed by restarting

  Answered Closed KarlSmith 165 views 9 comments 0 points Most recent by Quicken Kristina September 2025Errors and Troubleshooting (Mac)
• 
  Credit Card Account total doesn't match CC statement - only 7 transactions, do not add up

  Answered Closed StephenK 46 views 3 comments 0 points Most recent by UKR September 2025Errors and Troubleshooting (Windows)
• 
  After recent Fidelity connection update one out of seven accounts has incorrect cash balance

  Answered Closed gtseaman 99 views 6 comments 0 points Most recent by Quicken Anja September 2025Download, Add/Update Accounts (Mac)
• 
  Latest Update Resulted in Crazy balances

  Closed KenSC 139 views 8 comments 0 points Most recent by Quicken Anja September 2025Errors and Troubleshooting (Windows)
• 
  Schwab/Quicken Account Reporting Incorrect Balance

  Closed Bruce Rose 53 views 3 comments 1 point Most recent by supersol August 2025Investing (Windows)
• 
  Discrepancies in Online Balance

  Closed doyle.provens 12 views 2 comments 0 points Most recent by Quicken Jasmine August 2025Download, Add/Update Accounts (Windows)
• 
  Vanguard Small Cap Value Index Oddities

  Answered Closed johamill 136 views 9 comments 0 points Most recent by John_in_NC August 2025Investing (Mac)
• 
  Changing the date from which ending balance is calculated?

  Answered Closed VWest 62 views 4 comments 0 points Most recent by Chris_QPW August 2025Registers & Transactions (Windows)
• 
  web version balances don't agree to either desktop or iphone Quicken

  Answered ✓ Closed PK2K 95 views 6 comments 0 points Most recent by PK2K August 2025Errors and Troubleshooting (Windows)
• 
  after downloading transactions, I'm 12,000 in the red.

  Frankie Raney 31 views 2 comments 0 points Most recent by Quicken Jasmine August 2025Registers & Transactions (Windows)
• 
  Account Balance Report doesn't agree with Register

  Answered cooperhs 64 views 5 comments 0 points Most recent by cooperhs August 2025Reports (Windows)
• 
  Why are my balances in Quicken off by almost 10% compared to the online investment site?

  Answered Closed msromel63 23 views 1 comment 0 points Most recent by NotACPA August 2025Investing (Windows)
• 
  phone app transactions not synching

  Answered ✓ Closed PK2K 36 views 4 comments 0 points Most recent by Quicken Jasmine August 2025Errors and Troubleshooting (Windows)
• 
  Incomplete account syncing

  Answered Closed Mirage1959 61 views 4 comments 0 points Most recent by Quicken Kristina August 2025Download, Add/Update Accounts (Mac)