Quicken Updates 2016; Quicken 2016 For Mac Manual. Showing a Running Balance in Quicken Essentials for Mac By Alicia Katz Pollock on. It's achievable the dealings are usually in your register, but not really where you. How to restore the running balance in Quicken. Getting Started with Open Broadcaster Software OBS - Duration: 13:32. The Church Media Guys Church Training Academy Recommended for you.
Home›Quicken for Mac›Errors and Troubleshooting (Mac)edited October 2018 in Errors and Troubleshooting (Mac)
No running balance showing up - even though I'm sorting by date.
Comments
- edited March 20170
- edited October 2018Same problem. I just installed Quicken 2016 because I discovered Quicken Essentials for Mac doesn't work on OS Sierra. For SOME accounts, the running/daily balance shows up in the registers, but for some others, it does not. I have tried resetting filters, and my register is chronologically ordered, so those are not the issues. The running balance shows for all but two of my accounts, but unfortunately these are the two accounts used most frequently. What's the difference?
- edited October 20160
- edited January 2018
See this video tutorial will help - it was developed for QMac2015 but applies to 2016 & 2017 as well;Same problem. I just installed Quicken 2016 because I discovered Quicken Essentials for Mac doesn't work on OS Sierra. For SOME accounts, the running/daily balance shows up in the registers, but for some others, it does not. I have tried resetting filters, and my register is chronologically ordered, so those are not the issues. The running balance shows for all but two of my accounts, but unfortunately these are the two accounts used most frequently. What's the difference?
https://www.youtube.com/watch?v=wK-SQgN4vyUQWin & QMac (Deluxe) Subscription
Quicken user since 1991 - edited March 2017You must be viewing a single account register (not a combo register), you must be sorted by Date, all Filters must be cleared and there must be nothing in the Search box (upper right).Quicken Mac Subscription; Quicken Mac user since the early 90s
- edited February 2017
Did not workSame problem. I just installed Quicken 2016 because I discovered Quicken Essentials for Mac doesn't work on OS Sierra. For SOME accounts, the running/daily balance shows up in the registers, but for some others, it does not. I have tried resetting filters, and my register is chronologically ordered, so those are not the issues. The running balance shows for all but two of my accounts, but unfortunately these are the two accounts used most frequently. What's the difference?
- edited February 2017
Try this FAQ:Same problem. I just installed Quicken 2016 because I discovered Quicken Essentials for Mac doesn't work on OS Sierra. For SOME accounts, the running/daily balance shows up in the registers, but for some others, it does not. I have tried resetting filters, and my register is chronologically ordered, so those are not the issues. The running balance shows for all but two of my accounts, but unfortunately these are the two accounts used most frequently. What's the difference?
https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-faq-how-to-i-see-the-running-bal..Quicken Mac Subscription; Quicken Mac user since the early 90s - edited March 2017I'm having the same problem. I previously used Quicken on a Thinkpad and recently converted to Quicken for Mac (as that's what I'm using day-to-day now). The Quicken for the Thinkpad showed a running balance by date for each account; in my Mac, I can only see 'today's balance' at the top - when viewing only 1 account (with no filters and no searches). How do I add a column to show the running balance (so I can see a layout that's similar to the layout on the Thinkpad)? Thanks.
- edited February 2017
menu View > Columns then make sure the Balance column is checked. If the column is displayed, but blank, see the FAQ above.I'm having the same problem. I previously used Quicken on a Thinkpad and recently converted to Quicken for Mac (as that's what I'm using day-to-day now). The Quicken for the Thinkpad showed a running balance by date for each account; in my Mac, I can only see 'today's balance' at the top - when viewing only 1 account (with no filters and no searches). How do I add a column to show the running balance (so I can see a layout that's similar to the layout on the Thinkpad)? Thanks.
Quicken Mac Subscription; Quicken Mac user since the early 90s - edited February 2017
Thanks for your quick response, but there's no option to show the balance. It's not in the list of options available under columns. These are the first few options: Account, Action, Amount, Attachments, Category, Check #.. ie Balance is not one of the options.I'm having the same problem. I previously used Quicken on a Thinkpad and recently converted to Quicken for Mac (as that's what I'm using day-to-day now). The Quicken for the Thinkpad showed a running balance by date for each account; in my Mac, I can only see 'today's balance' at the top - when viewing only 1 account (with no filters and no searches). How do I add a column to show the running balance (so I can see a layout that's similar to the layout on the Thinkpad)? Thanks.
- edited February 2017
Really? What version of Quicken are you using and on what operating system?I'm having the same problem. I previously used Quicken on a Thinkpad and recently converted to Quicken for Mac (as that's what I'm using day-to-day now). The Quicken for the Thinkpad showed a running balance by date for each account; in my Mac, I can only see 'today's balance' at the top - when viewing only 1 account (with no filters and no searches). How do I add a column to show the running balance (so I can see a layout that's similar to the layout on the Thinkpad)? Thanks.
On Qmac 2015-2017, you should see the Balance column in the list right after Attachments as shown below. If you don't see this, please take a screenshot of the dropdown menu on your machine. https://support.apple.com/kb/PH25623?locale=en_USQuicken Mac Subscription; Quicken Mac user since the early 90s - edited February 2017
Hi, thanks again for your support. I'm using Quicken 2017 on a MacOS Sierra operating system, Version 10.12.3 for a MacBook Pro. Here's the list of columns available:I'm having the same problem. I previously used Quicken on a Thinkpad and recently converted to Quicken for Mac (as that's what I'm using day-to-day now). The Quicken for the Thinkpad showed a running balance by date for each account; in my Mac, I can only see 'today's balance' at the top - when viewing only 1 account (with no filters and no searches). How do I add a column to show the running balance (so I can see a layout that's similar to the layout on the Thinkpad)? Thanks.
- edited March 2017Please post what type of account this is. Open menu Account > Settings and see what it says next to 'Type'Quicken Mac Subscription; Quicken Mac user since the early 90s
- edited August 2017Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
- edited February 2017
Ahah. I see the problem.. you are selecting an register group (All Savings, All Checking, Banking, etc.). There is no balance column (or account settings) available for group registers. You need to select one single account in the sidebar. If you don't see the individual accounts listed under the groups, click the little triangle next the group to reveal the account(s) contained within.Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
Quicken Mac Subscription; Quicken Mac user since the early 90s - edited February 2017
That solved it!! I was selecting only one account via the drop-down under 'Any Type'. I didn't realize there was another way of selecting to view a particular account. This isn't very intuitive.. but thanks for figuring it out for me!!Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
- edited February 2017
I am viewing a single account and have the 'balance' option checked but I still can't see my daily balance.Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
- edited February 2017
Likely because the register is not sorted by date. See this FAQ:Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-faq-how-to-i-see-the-running-bal..Quicken Mac Subscription; Quicken Mac user since the early 90s - edited March 2017
I have always sorted by date, that wasn't the issue. I hit 'reset filters' and suddenly the balance appeared. My wife must have screwed it up!Any filters set? Try resetting filters.
- edited April 2017
Mine is sorted by date, the column is available, but info is blank..Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
- edited April 2017
Liz, did you go through the steps in the link posted just above yours?Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
Quicken Mac Subscription; Quicken Mac user since the early 90s - edited August 2017
To all who have had the issue with the balance column not showing anything and you have tried all of RickO SuperUser's suggestions - this is what finally worked! Go to the balance sheet and in the box column first box right side, where it states 'date', click on the box so that you get the down arrow (triangle) which puts the dates of the transactions in ascending or descending order. As soon as I got the stupid arrow, the balances 'magically' appeared! I used Quicken with my PC and switched to Essentials almost 4 years ago when I got my Mac and as with all other users, sometimes things work with Quicken and Mac and sometimes it is a guessing game! So, anyway, this just worked for me, hope it works for you!Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
- edited June 2017
Thanks Susan, but that's not a revelation. All you are saying is that the register needs to be sorted by date, which has already been explained ad nauseam in this thread.Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
Quicken Mac Subscription; Quicken Mac user since the early 90s - edited June 2017
No, actually that is not what I am saying! All of my registers are and always have been sorted by date - pretty easy to figure out. As you know, date can be ascending or descending. Anyway, for some reason, on Mac, when a new 'account'/register is begun, and date chosen, the column header 'date' does not always display the up/down arrow for ascending/descending date. If this occurs, a running balance will not display in the balance column. Clicking on column header 'date' to bring up the arrow for some stupid and unknown reason brings up the running balance in the balance column. I have had this issue with one of my registers since its inception over a year ago. Finally was getting tired of it, looked for a solution and all the ones suggested I already knew and had tried. So, why I chose to click the 'date' header is beyond me but it worked! I had not seen this suggestion in your feed. So, 'ad nauseam' was related to being sure you had a date and balance column, this is a fine point I did not see. I may not have read far enough, but your comment is rude and uncalled for, BTW!! If it had been previously mentioned to be sure the arrow is displayed in the date header, I apologize for 'ad nauseam' but next time try being diplomatic and point out where it was listed, since I sure didn't see it. A pleasant 'thank you so much for your comment, but this was mention in the conversation...... You may have missed it'.Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
- edited June 2017
I'm sorry if that offended you.Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
This link was provided above: https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-faq-how-to-i-see-the-running-bal.. which explains how to make the running balance show. The third bullet point includes the text 'Be sure to click on the date column header'.
Now maybe I'm missing something, but the way you sort by date (or any other column) is to click its column header. When you do that, the little triangle will appear to show you that's the column being sorted. If you want to sort by Payee, for example, you would click the Payee column header. The little triangle would appear next to Payee and the Balance column would go blank because you are not sorted by Date. To return to sorting by Date, you click the Date column header.
Some examples:
Sorted by Date, newest on top:
Sorted by Date, oldest on top:
Sorted by Payee:
To achieve the first two, you click the word 'Date'. To achieve the last one, you click the word 'Payee'. Only when sorted by Date will the Balance column contain values.
It's not a 'stupid and unknown reason'. The program is designed to allow you to sort the register by any column. The method used to tell the program which column to sort by is to click that column's header. The running balance does not show if your register is not sorted by Date because it would be meaningless. It is, after all, a running balance which means that it only makes sense in date order.
To me, that sounds like what you are describing. If you are describing something else, let us know.Quicken Mac Subscription; Quicken Mac user since the early 90s - edited June 2017
Thank you for your reply and help. I was having the same problem. Figured it was 'user error' on my part.Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
- edited August 2017
My accounts were all sorted by date, but sometimes the header for date did not have the down arrow showing, rather the down arrow was in the small box to the left of the date column. That box will sort by date also, but when you use it, the running balance disappears. You then have to click in the date column header to have it reappear.Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
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- edited March 20170
- edited October 2018Same problem. I just installed Quicken 2016 because I discovered Quicken Essentials for Mac doesn't work on OS Sierra. For SOME accounts, the running/daily balance shows up in the registers, but for some others, it does not. I have tried resetting filters, and my register is chronologically ordered, so those are not the issues. The running balance shows for all but two of my accounts, but unfortunately these are the two accounts used most frequently. What's the difference?
- edited October 20160
- edited January 2018
See this video tutorial will help - it was developed for QMac2015 but applies to 2016 & 2017 as well;Same problem. I just installed Quicken 2016 because I discovered Quicken Essentials for Mac doesn't work on OS Sierra. For SOME accounts, the running/daily balance shows up in the registers, but for some others, it does not. I have tried resetting filters, and my register is chronologically ordered, so those are not the issues. The running balance shows for all but two of my accounts, but unfortunately these are the two accounts used most frequently. What's the difference?
https://www.youtube.com/watch?v=wK-SQgN4vyUQWin & QMac (Deluxe) Subscription
Quicken user since 1991 - edited March 2017You must be viewing a single account register (not a combo register), you must be sorted by Date, all Filters must be cleared and there must be nothing in the Search box (upper right).Quicken Mac Subscription; Quicken Mac user since the early 90s
- edited February 2017
Did not workSame problem. I just installed Quicken 2016 because I discovered Quicken Essentials for Mac doesn't work on OS Sierra. For SOME accounts, the running/daily balance shows up in the registers, but for some others, it does not. I have tried resetting filters, and my register is chronologically ordered, so those are not the issues. The running balance shows for all but two of my accounts, but unfortunately these are the two accounts used most frequently. What's the difference?
- edited February 2017
Try this FAQ:Same problem. I just installed Quicken 2016 because I discovered Quicken Essentials for Mac doesn't work on OS Sierra. For SOME accounts, the running/daily balance shows up in the registers, but for some others, it does not. I have tried resetting filters, and my register is chronologically ordered, so those are not the issues. The running balance shows for all but two of my accounts, but unfortunately these are the two accounts used most frequently. What's the difference?
https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-faq-how-to-i-see-the-running-bal..Quicken Mac Subscription; Quicken Mac user since the early 90s - edited March 2017I'm having the same problem. I previously used Quicken on a Thinkpad and recently converted to Quicken for Mac (as that's what I'm using day-to-day now). The Quicken for the Thinkpad showed a running balance by date for each account; in my Mac, I can only see 'today's balance' at the top - when viewing only 1 account (with no filters and no searches). How do I add a column to show the running balance (so I can see a layout that's similar to the layout on the Thinkpad)? Thanks.
- edited February 2017
menu View > Columns then make sure the Balance column is checked. If the column is displayed, but blank, see the FAQ above.I'm having the same problem. I previously used Quicken on a Thinkpad and recently converted to Quicken for Mac (as that's what I'm using day-to-day now). The Quicken for the Thinkpad showed a running balance by date for each account; in my Mac, I can only see 'today's balance' at the top - when viewing only 1 account (with no filters and no searches). How do I add a column to show the running balance (so I can see a layout that's similar to the layout on the Thinkpad)? Thanks.
Quicken Mac Subscription; Quicken Mac user since the early 90s - edited February 2017
Thanks for your quick response, but there's no option to show the balance. It's not in the list of options available under columns. These are the first few options: Account, Action, Amount, Attachments, Category, Check #.. ie Balance is not one of the options.I'm having the same problem. I previously used Quicken on a Thinkpad and recently converted to Quicken for Mac (as that's what I'm using day-to-day now). The Quicken for the Thinkpad showed a running balance by date for each account; in my Mac, I can only see 'today's balance' at the top - when viewing only 1 account (with no filters and no searches). How do I add a column to show the running balance (so I can see a layout that's similar to the layout on the Thinkpad)? Thanks.
- edited February 2017
Really? What version of Quicken are you using and on what operating system?I'm having the same problem. I previously used Quicken on a Thinkpad and recently converted to Quicken for Mac (as that's what I'm using day-to-day now). The Quicken for the Thinkpad showed a running balance by date for each account; in my Mac, I can only see 'today's balance' at the top - when viewing only 1 account (with no filters and no searches). How do I add a column to show the running balance (so I can see a layout that's similar to the layout on the Thinkpad)? Thanks.
On Qmac 2015-2017, you should see the Balance column in the list right after Attachments as shown below. If you don't see this, please take a screenshot of the dropdown menu on your machine. https://support.apple.com/kb/PH25623?locale=en_USQuicken Mac Subscription; Quicken Mac user since the early 90s - edited February 2017
Hi, thanks again for your support. I'm using Quicken 2017 on a MacOS Sierra operating system, Version 10.12.3 for a MacBook Pro. Here's the list of columns available:I'm having the same problem. I previously used Quicken on a Thinkpad and recently converted to Quicken for Mac (as that's what I'm using day-to-day now). The Quicken for the Thinkpad showed a running balance by date for each account; in my Mac, I can only see 'today's balance' at the top - when viewing only 1 account (with no filters and no searches). How do I add a column to show the running balance (so I can see a layout that's similar to the layout on the Thinkpad)? Thanks.
- edited March 2017Please post what type of account this is. Open menu Account > Settings and see what it says next to 'Type'Quicken Mac Subscription; Quicken Mac user since the early 90s
- edited August 2017Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
- edited February 2017
Ahah. I see the problem.. you are selecting an register group (All Savings, All Checking, Banking, etc.). There is no balance column (or account settings) available for group registers. You need to select one single account in the sidebar. If you don't see the individual accounts listed under the groups, click the little triangle next the group to reveal the account(s) contained within.Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
Quicken Mac Subscription; Quicken Mac user since the early 90s - edited February 2017
That solved it!! I was selecting only one account via the drop-down under 'Any Type'. I didn't realize there was another way of selecting to view a particular account. This isn't very intuitive.. but thanks for figuring it out for me!!Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
- edited February 2017
I am viewing a single account and have the 'balance' option checked but I still can't see my daily balance.Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
- edited February 2017
Likely because the register is not sorted by date. See this FAQ:Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-faq-how-to-i-see-the-running-bal..Quicken Mac Subscription; Quicken Mac user since the early 90s - edited March 2017
I have always sorted by date, that wasn't the issue. I hit 'reset filters' and suddenly the balance appeared. My wife must have screwed it up!Any filters set? Try resetting filters.
- edited April 2017
Mine is sorted by date, the column is available, but info is blank..Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
- edited April 2017
Liz, did you go through the steps in the link posted just above yours?Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
Quicken Mac Subscription; Quicken Mac user since the early 90s - edited August 2017
To all who have had the issue with the balance column not showing anything and you have tried all of RickO SuperUser's suggestions - this is what finally worked! Go to the balance sheet and in the box column first box right side, where it states 'date', click on the box so that you get the down arrow (triangle) which puts the dates of the transactions in ascending or descending order. As soon as I got the stupid arrow, the balances 'magically' appeared! I used Quicken with my PC and switched to Essentials almost 4 years ago when I got my Mac and as with all other users, sometimes things work with Quicken and Mac and sometimes it is a guessing game! So, anyway, this just worked for me, hope it works for you!Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
- edited June 2017
Thanks Susan, but that's not a revelation. All you are saying is that the register needs to be sorted by date, which has already been explained ad nauseam in this thread.Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
Quicken Mac Subscription; Quicken Mac user since the early 90s - edited June 2017
No, actually that is not what I am saying! All of my registers are and always have been sorted by date - pretty easy to figure out. As you know, date can be ascending or descending. Anyway, for some reason, on Mac, when a new 'account'/register is begun, and date chosen, the column header 'date' does not always display the up/down arrow for ascending/descending date. If this occurs, a running balance will not display in the balance column. Clicking on column header 'date' to bring up the arrow for some stupid and unknown reason brings up the running balance in the balance column. I have had this issue with one of my registers since its inception over a year ago. Finally was getting tired of it, looked for a solution and all the ones suggested I already knew and had tried. So, why I chose to click the 'date' header is beyond me but it worked! I had not seen this suggestion in your feed. So, 'ad nauseam' was related to being sure you had a date and balance column, this is a fine point I did not see. I may not have read far enough, but your comment is rude and uncalled for, BTW!! If it had been previously mentioned to be sure the arrow is displayed in the date header, I apologize for 'ad nauseam' but next time try being diplomatic and point out where it was listed, since I sure didn't see it. A pleasant 'thank you so much for your comment, but this was mention in the conversation...... You may have missed it'.Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
- edited June 2017
I'm sorry if that offended you.Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
This link was provided above: https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-faq-how-to-i-see-the-running-bal.. which explains how to make the running balance show. The third bullet point includes the text 'Be sure to click on the date column header'.
Now maybe I'm missing something, but the way you sort by date (or any other column) is to click its column header. When you do that, the little triangle will appear to show you that's the column being sorted. If you want to sort by Payee, for example, you would click the Payee column header. The little triangle would appear next to Payee and the Balance column would go blank because you are not sorted by Date. To return to sorting by Date, you click the Date column header.
Some examples:
Sorted by Date, newest on top:
Sorted by Date, oldest on top:
Sorted by Payee:
To achieve the first two, you click the word 'Date'. To achieve the last one, you click the word 'Payee'. Only when sorted by Date will the Balance column contain values.
It's not a 'stupid and unknown reason'. The program is designed to allow you to sort the register by any column. The method used to tell the program which column to sort by is to click that column's header. The running balance does not show if your register is not sorted by Date because it would be meaningless. It is, after all, a running balance which means that it only makes sense in date order.
To me, that sounds like what you are describing. If you are describing something else, let us know.Quicken Mac Subscription; Quicken Mac user since the early 90s - edited June 2017
Thank you for your reply and help. I was having the same problem. Figured it was 'user error' on my part.Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
- edited August 2017
My accounts were all sorted by date, but sometimes the header for date did not have the down arrow showing, rather the down arrow was in the small box to the left of the date column. That box will sort by date also, but when you use it, the running balance disappears. You then have to click in the date column header to have it reappear.Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
. In Windows, click the 'Start' icon in the bottom left corner, then click on the 'Search' box, or on the 'File Explorer' box if you're using 10. Mac users can open a 'Finder' box by selecting the blue and white face icon in their toolbar, or by selecting the 'Finder' tab at the top of the desktop page. From there, the search field will be in the upper righthand corner of the finder box. Once you've found your computer's search field, type 'QW,' or '.exe,' or both. Run the search.
It may take a while to find the file, especially if you have a large hard drive with a lot of data saved to it. When your Quicken install file is located, double click the file from the search results to start the installation. Wamp server for windows 10. It's also a good idea to take note of the folder where you found the file. This is most likely the default location for saving downloads.
You can change this in your browser's settings, or make a note of it to avoid losing downloads in the future. Once you're logged in, click on the product you previously downloaded to download it again. When the download is complete, you'll be offered the option to install it right then and there.
It is a good idea to install the software, using the install file, immediately after you download the file. It's literally just a few extra mouse clicks at the end of the download process—click on 'Run,' or, if you're using Google Chrome, click on the 'Download Progress' tab at the bottom left corner of the pop-up. Quicken will guide you from there, offering step-by-step instructions to install or reinstall the program.
...">Running Balance Not Showing In Quicken 2016 For Mac(18.04.2020)Comments
- edited March 20170
- edited October 2018Same problem. I just installed Quicken 2016 because I discovered Quicken Essentials for Mac doesn't work on OS Sierra. For SOME accounts, the running/daily balance shows up in the registers, but for some others, it does not. I have tried resetting filters, and my register is chronologically ordered, so those are not the issues. The running balance shows for all but two of my accounts, but unfortunately these are the two accounts used most frequently. What's the difference?
- edited October 20160
- edited January 2018
See this video tutorial will help - it was developed for QMac2015 but applies to 2016 & 2017 as well;Same problem. I just installed Quicken 2016 because I discovered Quicken Essentials for Mac doesn't work on OS Sierra. For SOME accounts, the running/daily balance shows up in the registers, but for some others, it does not. I have tried resetting filters, and my register is chronologically ordered, so those are not the issues. The running balance shows for all but two of my accounts, but unfortunately these are the two accounts used most frequently. What's the difference?
https://www.youtube.com/watch?v=wK-SQgN4vyUQWin & QMac (Deluxe) Subscription
Quicken user since 1991 - edited March 2017You must be viewing a single account register (not a combo register), you must be sorted by Date, all Filters must be cleared and there must be nothing in the Search box (upper right).Quicken Mac Subscription; Quicken Mac user since the early 90s
- edited February 2017
Did not workSame problem. I just installed Quicken 2016 because I discovered Quicken Essentials for Mac doesn't work on OS Sierra. For SOME accounts, the running/daily balance shows up in the registers, but for some others, it does not. I have tried resetting filters, and my register is chronologically ordered, so those are not the issues. The running balance shows for all but two of my accounts, but unfortunately these are the two accounts used most frequently. What's the difference?
- edited February 2017
Try this FAQ:Same problem. I just installed Quicken 2016 because I discovered Quicken Essentials for Mac doesn't work on OS Sierra. For SOME accounts, the running/daily balance shows up in the registers, but for some others, it does not. I have tried resetting filters, and my register is chronologically ordered, so those are not the issues. The running balance shows for all but two of my accounts, but unfortunately these are the two accounts used most frequently. What's the difference?
https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-faq-how-to-i-see-the-running-bal..Quicken Mac Subscription; Quicken Mac user since the early 90s - edited March 2017I'm having the same problem. I previously used Quicken on a Thinkpad and recently converted to Quicken for Mac (as that's what I'm using day-to-day now). The Quicken for the Thinkpad showed a running balance by date for each account; in my Mac, I can only see 'today's balance' at the top - when viewing only 1 account (with no filters and no searches). How do I add a column to show the running balance (so I can see a layout that's similar to the layout on the Thinkpad)? Thanks.
- edited February 2017
menu View > Columns then make sure the Balance column is checked. If the column is displayed, but blank, see the FAQ above.I'm having the same problem. I previously used Quicken on a Thinkpad and recently converted to Quicken for Mac (as that's what I'm using day-to-day now). The Quicken for the Thinkpad showed a running balance by date for each account; in my Mac, I can only see 'today's balance' at the top - when viewing only 1 account (with no filters and no searches). How do I add a column to show the running balance (so I can see a layout that's similar to the layout on the Thinkpad)? Thanks.
Quicken Mac Subscription; Quicken Mac user since the early 90s - edited February 2017
Thanks for your quick response, but there's no option to show the balance. It's not in the list of options available under columns. These are the first few options: Account, Action, Amount, Attachments, Category, Check #.. ie Balance is not one of the options.I'm having the same problem. I previously used Quicken on a Thinkpad and recently converted to Quicken for Mac (as that's what I'm using day-to-day now). The Quicken for the Thinkpad showed a running balance by date for each account; in my Mac, I can only see 'today's balance' at the top - when viewing only 1 account (with no filters and no searches). How do I add a column to show the running balance (so I can see a layout that's similar to the layout on the Thinkpad)? Thanks.
- edited February 2017
Really? What version of Quicken are you using and on what operating system?I'm having the same problem. I previously used Quicken on a Thinkpad and recently converted to Quicken for Mac (as that's what I'm using day-to-day now). The Quicken for the Thinkpad showed a running balance by date for each account; in my Mac, I can only see 'today's balance' at the top - when viewing only 1 account (with no filters and no searches). How do I add a column to show the running balance (so I can see a layout that's similar to the layout on the Thinkpad)? Thanks.
On Qmac 2015-2017, you should see the Balance column in the list right after Attachments as shown below. If you don't see this, please take a screenshot of the dropdown menu on your machine. https://support.apple.com/kb/PH25623?locale=en_USQuicken Mac Subscription; Quicken Mac user since the early 90s - edited February 2017
Hi, thanks again for your support. I'm using Quicken 2017 on a MacOS Sierra operating system, Version 10.12.3 for a MacBook Pro. Here's the list of columns available:I'm having the same problem. I previously used Quicken on a Thinkpad and recently converted to Quicken for Mac (as that's what I'm using day-to-day now). The Quicken for the Thinkpad showed a running balance by date for each account; in my Mac, I can only see 'today's balance' at the top - when viewing only 1 account (with no filters and no searches). How do I add a column to show the running balance (so I can see a layout that's similar to the layout on the Thinkpad)? Thanks.
- edited March 2017Please post what type of account this is. Open menu Account > Settings and see what it says next to 'Type'Quicken Mac Subscription; Quicken Mac user since the early 90s
- edited August 2017Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
- edited February 2017
Ahah. I see the problem.. you are selecting an register group (All Savings, All Checking, Banking, etc.). There is no balance column (or account settings) available for group registers. You need to select one single account in the sidebar. If you don't see the individual accounts listed under the groups, click the little triangle next the group to reveal the account(s) contained within.Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
Quicken Mac Subscription; Quicken Mac user since the early 90s - edited February 2017
That solved it!! I was selecting only one account via the drop-down under 'Any Type'. I didn't realize there was another way of selecting to view a particular account. This isn't very intuitive.. but thanks for figuring it out for me!!Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
- edited February 2017
I am viewing a single account and have the 'balance' option checked but I still can't see my daily balance.Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
- edited February 2017
Likely because the register is not sorted by date. See this FAQ:Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-faq-how-to-i-see-the-running-bal..Quicken Mac Subscription; Quicken Mac user since the early 90s - edited March 2017
I have always sorted by date, that wasn't the issue. I hit 'reset filters' and suddenly the balance appeared. My wife must have screwed it up!Any filters set? Try resetting filters.
- edited April 2017
Mine is sorted by date, the column is available, but info is blank..Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
- edited April 2017
Liz, did you go through the steps in the link posted just above yours?Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
Quicken Mac Subscription; Quicken Mac user since the early 90s - edited August 2017
To all who have had the issue with the balance column not showing anything and you have tried all of RickO SuperUser's suggestions - this is what finally worked! Go to the balance sheet and in the box column first box right side, where it states 'date', click on the box so that you get the down arrow (triangle) which puts the dates of the transactions in ascending or descending order. As soon as I got the stupid arrow, the balances 'magically' appeared! I used Quicken with my PC and switched to Essentials almost 4 years ago when I got my Mac and as with all other users, sometimes things work with Quicken and Mac and sometimes it is a guessing game! So, anyway, this just worked for me, hope it works for you!Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
- edited June 2017
Thanks Susan, but that's not a revelation. All you are saying is that the register needs to be sorted by date, which has already been explained ad nauseam in this thread.Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
Quicken Mac Subscription; Quicken Mac user since the early 90s - edited June 2017
No, actually that is not what I am saying! All of my registers are and always have been sorted by date - pretty easy to figure out. As you know, date can be ascending or descending. Anyway, for some reason, on Mac, when a new 'account'/register is begun, and date chosen, the column header 'date' does not always display the up/down arrow for ascending/descending date. If this occurs, a running balance will not display in the balance column. Clicking on column header 'date' to bring up the arrow for some stupid and unknown reason brings up the running balance in the balance column. I have had this issue with one of my registers since its inception over a year ago. Finally was getting tired of it, looked for a solution and all the ones suggested I already knew and had tried. So, why I chose to click the 'date' header is beyond me but it worked! I had not seen this suggestion in your feed. So, 'ad nauseam' was related to being sure you had a date and balance column, this is a fine point I did not see. I may not have read far enough, but your comment is rude and uncalled for, BTW!! If it had been previously mentioned to be sure the arrow is displayed in the date header, I apologize for 'ad nauseam' but next time try being diplomatic and point out where it was listed, since I sure didn't see it. A pleasant 'thank you so much for your comment, but this was mention in the conversation...... You may have missed it'.Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
- edited June 2017
I'm sorry if that offended you.Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
This link was provided above: https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-faq-how-to-i-see-the-running-bal.. which explains how to make the running balance show. The third bullet point includes the text 'Be sure to click on the date column header'.
Now maybe I'm missing something, but the way you sort by date (or any other column) is to click its column header. When you do that, the little triangle will appear to show you that's the column being sorted. If you want to sort by Payee, for example, you would click the Payee column header. The little triangle would appear next to Payee and the Balance column would go blank because you are not sorted by Date. To return to sorting by Date, you click the Date column header.
Some examples:
Sorted by Date, newest on top:
Sorted by Date, oldest on top:
Sorted by Payee:
To achieve the first two, you click the word 'Date'. To achieve the last one, you click the word 'Payee'. Only when sorted by Date will the Balance column contain values.
It's not a 'stupid and unknown reason'. The program is designed to allow you to sort the register by any column. The method used to tell the program which column to sort by is to click that column's header. The running balance does not show if your register is not sorted by Date because it would be meaningless. It is, after all, a running balance which means that it only makes sense in date order.
To me, that sounds like what you are describing. If you are describing something else, let us know.Quicken Mac Subscription; Quicken Mac user since the early 90s - edited June 2017
Thank you for your reply and help. I was having the same problem. Figured it was 'user error' on my part.Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
- edited August 2017
My accounts were all sorted by date, but sometimes the header for date did not have the down arrow showing, rather the down arrow was in the small box to the left of the date column. That box will sort by date also, but when you use it, the running balance disappears. You then have to click in the date column header to have it reappear.Sorry, I don't have a menu item that says 'Account > Settings'. The accounts I'm trying to review include a savings account, and a couple of chequing accounts. The savings account appears when I select All Banking Accounts, or All Savings Accounts. And the chequing accounts appear when I select All Banking Accounts or All Cash Accounts.
. In Windows, click the 'Start' icon in the bottom left corner, then click on the 'Search' box, or on the 'File Explorer' box if you're using 10. Mac users can open a 'Finder' box by selecting the blue and white face icon in their toolbar, or by selecting the 'Finder' tab at the top of the desktop page. From there, the search field will be in the upper righthand corner of the finder box. Once you've found your computer's search field, type 'QW,' or '.exe,' or both. Run the search.
It may take a while to find the file, especially if you have a large hard drive with a lot of data saved to it. When your Quicken install file is located, double click the file from the search results to start the installation. Wamp server for windows 10. It's also a good idea to take note of the folder where you found the file. This is most likely the default location for saving downloads.
You can change this in your browser's settings, or make a note of it to avoid losing downloads in the future. Once you're logged in, click on the product you previously downloaded to download it again. When the download is complete, you'll be offered the option to install it right then and there.
It is a good idea to install the software, using the install file, immediately after you download the file. It's literally just a few extra mouse clicks at the end of the download process—click on 'Run,' or, if you're using Google Chrome, click on the 'Download Progress' tab at the bottom left corner of the pop-up. Quicken will guide you from there, offering step-by-step instructions to install or reinstall the program.
...">Running Balance Not Showing In Quicken 2016 For Mac(18.04.2020)