Quicken Will Not Change to "Bank Balance"

bccoleman
bccoleman Member
edited March 30 in Troubleshooting

Hello! I've been trying to change my bank settings to show "bank balance" instead of "balance w/ pending" as balance with pending doesn't calculate correctly with Ally Bank. For example, if I have $200 in my account and have $100 pending, quicken will show that I have $0 in my account. This is because quicken is pulling in my available balance from Ally which is already the balance with pending. So, quicken is double-counting pending transactions.

Since quicken is pulling from the available balance and not the current balance from Ally, I would like for to display "bank balance" and not "balance with pending". However, the setting never changes. As shown below, I have it set to bank balance…

Screenshot 2026-03-30 at 7.11.30 AM.png

but on the transaction page it shows "balance w/ pending"

Screenshot 2026-03-30 at 7.11.36 AM.png

I have reset the connection and nothing changes. I'm really trying to avoid clearing the cache cause that seems to be the solution every time I have a quicken issue and it's annoying have to sign into every single other account I have elsewhere because of quicken. Any help appreciated!

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