I would help to projected a real balance if when paychecks and a recurring payment (like a mortgage) are scheduled for the 1 day of each month, the paychecks were listed before the recurring payments. Otherwise, the mortgage payment is included in the projected "real balance" for an entire month, and it looks like you have a smaller balance than you really do. I work around it by putting the mortgage in for the 2nd day of the month, but it appears to be a bug that should be fixed since lots of people have their check put in and mortgage taken out on the first of the month.
Need to enter paycheck before mortgage when posting same day Jun 29, 2009 12:24 pm
This post is about: Quicken Online
Just a thought, but it seems that deposits should always appear before debits on the day they are received. I know that's how Wells Fargo applies them. Any way that the programmers could manage that logic? Since my paycheck is direct deposit, I just show my paycheck arriving 1 day early, but that's just my work around.
Need to enter paycheck before mortgage when posting same day Jul 10, 2009 08:48 am
This post is about: Quicken Online
This would make a lot of since and I defenitely would like to see it. I get paid on the 1st and 15th and that is the day I schedule most of my bills to be paid. IN my forcasts it shows up paying everything and then the deposits and it doesn't look right.
I agree with this suggestion - it makes the home page a lot less useful when it is always saying I will be a couple thousand in the hole by my next paycheck. When in reality my paycheck will cover those upcoming expenses and then some - even when it is listed in upcoming transactions...