Balance Types Have Changed Depending on Account Type

SRC54
SRC54 Superuser ✭✭✭✭✭
edited March 21 in Feedback

I am probably just slow at noticing this, but I wanted to point out the differences I now discern. In the upper right hand corner where you see the Balance Amount, the verbiage differs according to account types:

  1. "Balance with Pending" for Connected Checking and Savings Accounts.
  2. Nothing but the Amount for Connected Credit Cards.
  3. "Total Balance" for Apple Cash*
  4. "Balance as of Today, Yesterday, etc" for Manual Accounts. (You can manually recalculate)
  5. Just the "Circled I" for Kelly and Zillow Accounts. (You can manually re-calculate)
  6. Nothing at all including no Amount for Investment Accounts.

There may be others for account types I don't have. Maybe this has been pointed out but these changes, some subtle, have evolved recently.

I think these changes while still not quite consistent have been good.

*Apple Cash is wrong as it is not working correctly and should probably be "Balance with Pending". The current verbiage applies for Apple Card (Apple Card uses same as other connected Credit Cards). There is a ticket outstanding for Apple Cash bug.

Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
MS Money (1991-2009) and Dollars & Sense (1987-1991)

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Comments

  • Coach Kristina
    Coach Kristina Moderator admin

    Hello @SRC54,

    Thank you for sharing your feedback!

    -Coach Kristina

  • SRC54
    SRC54 Superuser ✭✭✭✭✭
    edited March 26

    I see as of today with 6.12.0 that 2 & 5 above have changed:

    "balance w/ pending" is back for Credit Cards.

    Kelly and Zillow accounts now say "Value as of _________".

    Edit: But why it is "w/ pending" when it used to be "with pending" is beyond me. In the phone app, it is "with pending". Consistency?

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    MS Money (1991-2009) and Dollars & Sense (1987-1991)

  • EL1234
    EL1234 Member ✭✭✭✭

    Looks like at the same time, the Zillow chart stopped showing the full history like it used to. Now the options are 1 month, 3 months, 6 months, 12 months, this year, or last year. I liked the full history better.