#QUICKEN FOR MAC UPDATE BALANCE NOT SHOWING 2017 MAC#
You'll notice you can't add the BALANCE column to any other register option.įirst off, Quicken Mac isn't anything like Quicken Windows. You will not get the balance with the Spending or Income tab.Īnd finally, if you don't see the Balance column with TRANSACTIONS selected in the actual register, go to Columns on the bottom of the register and make sure BALANCE is checked. That Checking account should be seen below CHECKING.Īnd as I also mentioned, once you select the actual account name, you need to select the TRANSACTIONS tab above the actual register area.
Where some people get confused is they have a group heading CHECKING and their checking account named Checking. You can collapse select groups by clicking on the little triangle next to each group heading. To see these different tiers, click on the three horizontal dots at the very top of the sidebar and then select Expand All Sidebar Groups. You can NOT get running balances at any of the groups EXCEPT the actual checking account (or credit card account, investment account, etc).
Below that is CHECKING.Īnd below that CHECKING group are all your checking accounts. The Quicken Mac sidebar has many different groupts. And mark transactions as PAID from the Bills section.Īlso, with Quicken Mac you MUST be in the actual register for that account and have TRANSACTIONS selected. Or, if you ONLY want entered/cleared and PAID future transactions, just change the Settings to "Hide all occurrences". Or you can select "Show the next occurrence of each series". You can do 7 days, 14 days, 30 days, 90 days, 6 months or 12 months. What you need to do is find a time frame in the occurrences area that you are comfortable with. And I have transactions marked as PAID that have not cleared/downloaded yet (orange pencil.and in the future) and UNPAID transactions in the future (all or after) designated with the clock face.Īlso note that there IS a running balance for all types of those transactions, which gives you the projected balance for all those. Note, that I have cleared transactions below the blue line. Here's a screenshot with View Projected Balance showing: Here's a screenshot of my checking register with the View Today's Balance showing:
In my case, those unpaid future transactions are and beyond. This shows me my entered/downloaded/cleared transactions, my future bills I've designated as PAID AND future transactions that remain unpaid. In the Settings area, I have Show all occurrences in the next 30 days selected. I have unpaid scheduled transactions in my register and they DO show up in the Projected Balance.so I'm still not seeing what you are seeing.