Side bar balance vs Register Balance

dean's Avatar


10 Dec, 2021 04:00 AM

I created a new account by importing a QIF file.

It has a positive register balance. The Summary balance shows $0. It's not. I have checked preferences, added a transaction but it remains stuck at $0.

This wasn't a problem with another account imported via the same method of opening a QIF file.

  1. 1 Posted by derekkent23 on 10 Dec, 2021 08:54 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Dean

    From your screen shot I can see a blue dot against Chase Trust Savings meaning one or more transactions have not been confirmed. Could it be that next to the heading Banks Accounts that the dropdown is selected for Cleared Balance not say Current Balance? Your screen shot does not show that setting.

    Hope this helps.

  2. 2 Posted by dean on 10 Dec, 2021 11:18 PM

    dean's Avatar

    On the Mac, that is set in preferences. If I encounter this again I'll give your suggestion a go. I'm a newbie with this and it was late at night... Thank you for the reply.

  3. dean closed this discussion on 10 Dec, 2021 11:18 PM.

  4. derekkent23 re-opened this discussion on 11 Dec, 2021 08:17 AM

  5. 3 Posted by derekkent23 on 11 Dec, 2021 08:17 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Dean.

    Balance types are: Balance, Current Balance and Cleared Balance.

    You set the balance type for Accounts in the Side Bar, list on left, under Preferences.

    On the Summary Page you set the balance type per Account type using the individual Dropdown. See screen shot.

    Hope this helps

  6. System closed this discussion on 12 Mar, 2022 08:20 AM.

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