Balance

Discussion List

• 
  Portfolio Amounts Doubled

  Closed LMoore 22 views 1 comment 0 points Most recent by Quicken Anja August 2025Investing (Mac)
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  Fidelity What is the best way to fix hidden Balancing Cash Adjustment?

  Answered ✓ Closed DericRock 93 views 1 comment 0 points Most recent by Jim_Harman August 2025Investing (Windows)
• 
  credit showing as debit in income file

  Answered Closed buymilk 17 views 1 comment 0 points Most recent by Quicken Jasmine July 2025Errors and Troubleshooting (Windows)
• 
  Merrill Account - Cash Reconciliation

  Closed Michael Manna 105 views 7 comments 0 points Most recent by Quicken Jasmine July 2025Download, Add/Update Accounts (Mac)
• 
  Display Alert when Account Balance below Minimum Balance [edited title] (Q Mac)

  Closed tony.dba 57 views 3 comments 0 points Most recent by Quicken Jasmine July 2025Registers & Transactions (Mac)
• 
  How do I make account amounts in Quicken match the account

  Answered Closed SuaveAlligator 167 views 11 comments 0 points Most recent by NotACPA June 2025Download, Add/Update Accounts (Windows)
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  Archiving Investment Transactions didn't do much and lost running account balance

  Closed jamesmevanshotmail 16 views 2 comments 0 points Most recent by NotACPA June 2025Errors and Troubleshooting (Windows)
• 
  Why are my Fidelity accounts not updating accurately?

  Answered Closed JoRI 51 views 1 comment 0 points Most recent by Quicken Jasmine June 2025Errors and Troubleshooting (Mac)
• 
  Question about transferring shares

  Answered Closed LeaningTower 61 views 4 comments 0 points Most recent by Quicken Jasmine June 2025Download, Add/Update Accounts (Windows)
• 
  Transaction log?- Balance adjustment (Q Mac)

  Answered ✓ Closed pstarfam 73 views 6 comments 0 points Most recent by Quicken Jasmine June 2025Download, Add/Update Accounts (Mac)
• 
  Balance problem

  Closed mam 15 views 1 comment 0 points Most recent by NotACPA May 2025New to Quicken/Getting Started (Windows)
• 
  Problem with QFX files (Q Mac)

  Answered ✓ Closed BuckyB 103 views 8 comments 0 points Most recent by Quicken Kristina May 2025File Conversion and Backup (Mac)
• 
  Capital One - Register issues post account reauthorization

  Answered Closed Letty 92 views 6 comments 0 points Most recent by Letty May 2025Registers & Transactions (Windows)
• 
  missing transactions

  Answered Closed rozsahroz 25 views 1 comment 0 points Most recent by Quicken Jasmine May 2025Errors and Troubleshooting (Windows)
• 
  PNC and Capital One Accounts Incorrect Balance

  Closed System 62 views 6 comments 0 points Most recent by Quicken Jasmine May 2025Registers & Transactions (Windows)
• 
  2

  Up
  Include Statement Balance

  Reviewed John10002 21 views 1 comment 2 points Most recent by NotACPA May 2025Display/UI
• 
  Quicken Classic Deluxe – 401k Balance Doubling After Switching to “Simple – Positions Only” Mode

  Closed Jkreit70 114 views 4 comments 0 points Most recent by Chris_QPW May 2025Investing (Windows)
• 
  Previously reconciled balances off by $1000's

  Answered Closed jrsummer 292 views 13 comments 0 points Most recent by macpow May 2025Errors and Troubleshooting (Mac)
• 
  Chase Bank Transactions not downloading into Quicken

  Answered Closed jjrichards 234 views 4 comments 0 points Most recent by jjrichards May 2025Download, Add/Update Accounts (Windows)
• 
  Barclays CC-508

  Closed TCL Peter Rabbit 71 views 9 comments 0 points Most recent by Quicken Jasmine May 2025Download, Add/Update Accounts (Windows)
• 
  Incorrect balance in account ledger

  Answered Closed MB#q$41647 238 views 13 comments 0 points Most recent by MB#q$41647 April 2025Errors and Troubleshooting (Windows)
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  Investment account balances are double what they should be

  Answered Closed clufster 293 views 6 comments 0 points Most recent by Boatnmaniac April 2025Investing (Windows)
• 
  Since Yesterday First US Bank download balance is wrong in Quicken Mac

  Closed SRC1954 34 views 3 comments 0 points Most recent by Quicken Kristina April 2025Download, Add/Update Accounts (Mac)
• 
  When will Quicken fix the Opening Balance issue?

  Closed mjonis 61 views 5 comments 1 point Most recent by ISFBob February 2025Download, Add/Update Accounts (Windows)
• 
  Checking account totals on right don't match check register balance.

  Answered Closed Divemaster 300 views 9 comments 0 points Most recent by Divemaster February 2025Errors and Troubleshooting (Windows)
• 
  How to handle Vanguard Cash+ Account in Quicken

  Closed RobtDaniels 299 views 3 comments 0 points Most recent by Quicken Jasmine February 2025Investing (Windows)
• 
  American Express - Balance issue

  Closed WillyG 82 views 6 comments 0 points Most recent by UKR February 2025Download, Add/Update Accounts (Windows)
• 
  Chase Checking Account online balance negative, but Quicken and Chase online positive.

  Answered Closed Michael Farley 433 views 26 comments 0 points Most recent by OuiCestMoi February 2025Download, Add/Update Accounts (Windows)
• 
  How do I match cash in investment account?

  Answered Closed patjdixon 125 views 6 comments 0 points Most recent by Quicken Kristina February 2025Registers & Transactions (Mac)