Online Banking - Cash Balance

Are the cash balances appearing in the window on the left of the register screens supposed to reflect the transactions I just sent to the bank? I go a message telling me not to expect downloads from the bank today (but it's Thursday, not Wednesday). Though the transactions in the bank register showed they were sent, the cash balances in the summary window didn't reflect it although the individual registers (like Discover and MasterCard) did show the balance reduced by my payment.

I'm still getting familiar with this service so perhaps it was that way last month as well and I didn't notice. I know that when the transactions were matched a few days later, I noticed nothing out of balance as I do now. The difference is exactly equal to the transactions sent.

Reply to
jaygreg
Loading thread data ...

"jaygreg" wrote

I'm not sure I understand your problem, and you didn't mention what Quicken version you are using.

I'll guess you are using a version later than Q2002 which has what Quicken calls the "Account Bar" on the left (or right) of the Quicken window. The account bar lists your accounts, and their balances if you so choose.

The account bar has the option (right-click in the bar) to show "current" balances or "ending" balances. Current balances are as of today; ending balances include all transactions in the account, even future dated transactions.

Reply to
John Pollard

Reply to
jaygreg

BeanSmart website is not affiliated with any of the manufacturers or service providers discussed here. All logos and trade names are the property of their respective owners.