How to see the cumulative balance after each entry line in transactions

Andre Cheply
Andre Cheply Member ✭
edited March 19 in Managing Your Transactions

Is there a way to see at the end of each transaction line the cumulative balance after each entry as we have in MS Money. We can only see the balance in the top right hand corner of the screen but not at the end of each line entered or what was the balance after a certain entry.

Also the transaction entry screen does not show the future transactions line by line with what will be the balance after each transaction as it will become due as in MS Money the FREE software from which I am converting to Simlifi

Thank you

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Best Answer

  • Coach Jon
    Coach Jon Moderator admin
    Answer ✓

    Hello @Andre Cheply,

    Thanks for reaching out! We designed Quicken Simplifi to stay in sync with your bank's balance, allowing you to enter missing transactions, delete transactions, or even add transactions further back than initially downloaded. A running balance column would remove that flexibility and require users to reconcile balance discrepancies.

    I hope this makes sense!

    -Coach Jon

Answers

  • Andre Cheply
    Andre Cheply Member ✭

    Yes, I am surprised that you mention this. This is exactly what happened to me 2 months ago when I was balancing January but with the bank statement of February and of course the opening balance and ending balance were off in MS Money so it asked me for an adjustment at the end of the process andI guess I chose the wrong option. That choice mixed up all my balances, a nightmare.

    For that reason I am switching to Simplifi which is new and different for me, but with the help of community users, so far I am learning and progressing.

    Else where, here, I posted some questions about seeing transactions later than one year and to be able to enter check numbers in recurring entries as that field is not in the "edit transaction" screen

    Thank you

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