checking register

Mizer
Mizer Member
edited December 2024 in Report a Bug

i enter a deposit in my checking register and the amount i enter in the details is different than the summary of all transactions but all the totals are correct. anyone know of any known issues

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  • DannyB
    DannyB Superuser ✭✭✭✭✭

    Here are a couple of support articles that will give you some insights on how accounts and transactions are handled in QS.

    How does entering a manual transaction affect my balance?

    When adding manual transactions to a connected account, the balance is only affected if the transaction is in a Pending status.

    When you connect your accounts, the balance displayed will always be the bank balance plus any pending transactions.

    For manual accounts. since we don't receive a bank balance for a manual account, you would need to maintain the account's balance by manually adding transactions.

    To learn more about how Quicken Simplifi calculates balances, please click here.

    Danny
    Simplifi user since 01/22
    Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer
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