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Viewing Goals in not accurate
May 08, 2009 06:14 am

[phawryluk]
phawryluk
Texas
Total posts: 1
This post is about: Quicken Online
I have notice when viewing remaining dollars under the goals tab the amount was incorrect. I viewed the transactions and it show transaction from the previous month included in the current month. This does not give me accurate budgeting data. For the current month of May I have April 30th transactions listed. Any suggestions would be helpful.
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[mattjones1000]
California
Total posts: 4
Voted helpful: 1
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Viewing Goals in not accurate
Jul 15, 2009 11:06 pm 
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This post is about: Quicken Online
I don't know about the above scenario but here is a MAJOR flaw in the Goals view in both the Web and iPhone versions:

• I go the the store to buy groceries.

• I enter the amount in my iPhone.
(but my "groceries" spent goal does not change)
(It appears that it will only update after the item has cleared)

• I go the the store the next day to get more groceries and it tells me I have the same amount I had before yesterday's purchase.

• So if I rely on this little "tool" I go over budget fast.

Why do we want to wait 2-3 days after the bank clears an item (and with checks, sometimes up to 5 days) to see the result in my goals. I understand why we wouldn't want it to reflect future transactions that we have set up, but if the transaction date is "today" it should show up immediately after we have manually entered it.

I have spent hours and hours setting up my accounts only to find this out. This pretty much kills the whole reason I was using this app. Please fix quick! Thanks for an app that has lots of potential.

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[karlanewbie]

Total posts: 1
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Viewing Goals in not accurate
Aug 05, 2009 05:08 pm 
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This post is about: Quicken Online
agree. our issue is that we do not get an accurate budget report for the month, online. is there a way to set a timeframe for transactions in the Goals section?

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