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Typical issues with account balance

The account balance will only appear if the following conditions are met:

The account register must be sorted by date (ascending or descending). To sort by date, click on the Date column header.

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No filters are selected and the Search field is blank. Clear or reset the filters and Search fields.

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The Transactions view of the register must be selected, not the Spending, Income or Portfolio views.

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There is only an individual account selected, and not a combined account view such as All Transactions, Cash & Credit, Credit Cards, etc.

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Review the import log:

When you import your data, Quicken creates a log of all the tasks it performs during the import process. (In Quicken, choose Help > Show Logs in Finder and look for the Import logs).

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