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Understanding "What's Left"
May 27, 2009 05:19 pm

[frank1492]
frank1492
Massachusetts
Total posts: 12
Voted helpful: 3
This post is about: Quicken Online
Probably a child-of-two concept but don't get it! When I look at the "chart" (accessed from Home) I see the various levels of my bank balance over two periods (or one if I choose.) At no time does my bank balance go negative *yet* I have a negative "what's left" in both periods. What am I missing???
I have checked the "chart" and all inflows and outflows (actual as well as projected) seem to be correct.
   What am I missing? Help much appreciated!
    Frank
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[Kathryn, Quicken]
Intuit Employee
Arizona
Total posts: 1645
Voted helpful: 77
Number of years using Quicken: 2 to 5 years
Quicken Premier 2009
Windows XP
This is a new post #1
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Understanding "What's Left"
Jun 02, 2009 01:21 pm 
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This post is about: Quicken Online
Hi frank1492,
This could be a couple of things--

This may have something to do with credit card transactions, if you have a credit card account in Quicken Online--make sure that the payments to your credit card from your checking account are categorized as "transfer out" and that in your credit card account that the payments are categorized as "transfer in"--otherwise, it could throw off your balances, and assume that more money will be exiting your account that actually will be.

Second, make sure that when you're reviewing the upcoming transactions for your account, that you're reviewing the correct account on the homepage (right now, the homepage will only display one account--so, make sure that when you want to review the upcoming transactions for that account that you choose it from the left hand side of the screen, instead of choosing "view all transactions). Sometimes the upcoming transactions may not match properly, leaving two payments for the same bill in the upcoming transaction section--but it sounds like you already looked for that as an issue--

HTH--please post back with more information if you are still experiencing this issue--

Thanks--

Quicken Kathryn

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