Quicken 2005 Home and Biz edition- Cashflow projections?

Hello all-

I just switched from MS Money to Quicken 2005 Home and biz edition and have noticed that when I review the CashFlow projections for the month that the $ figures seem way off. For the month it states I'm a negative balance when that's not the case. I have looked at the "Income" and "Expenses" buttons and have noticed that "known transactions" and "estimated transactions" are included in the totals. If I manually remove the estimated ones, it doesn't seem to give accurate figures or graph. Is there something wrong with Cashflow projections and Quicken 2005 I should be aware of? I've tried getting Quicken to base the forecast off registry entries as well as estimated but it doesn't seem to help. Nothing but wrong figures.... I've even got my expenses and incomes properly categorized, etc.

Clues?

Brian

Reply to
Brian
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No "clues" really, just a couple of points. You have a bit more control over the process than your post indicates, for example, if you include estimated items, you can tell Quicken whether to use register data or budget data for the estimated items. Also, you can control what accounts and what categories appear in the forecast ... and among the categories are [Account] categories (or transfers).

Ultimately, if you can not get numbers you *think* are correct, you will have to determine what is making them incorrect; that is, you will have to determine the detailed contents of one of the values you believe is incorrect and determine what is making it incorrect.

One footnote: I notice (and now remember reading somewhere previously) that you can get a warning message about the number of scheduled transactions exceeding Quicken's limit ... if the message is true and some scheduled transactions are missing from the forecast, that could also distort the results.

Reply to
John Pollard

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