Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

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

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

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

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

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

Other solutions

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).

...

To fix this, simply identify the orphaned transfers and delete the duplicates.

Info
titleMore information

Troubleshooting and adjusting account

Editing the opening balance

Reconcile an account - Mac

Using auto-reconcile

Using Reconciliation History to fix a previous reconciliation