Showing a Running Balance in Quicken Essentials for Mac

by | Mar 3, 2014

Sometimes when you’re looking at your checking accounts in Quicken Essentials for Mac, the running Balance column (1) shows up empty.

Quicken Running BalanceHere’s how to fix that glitch.

First, click on the Reset Filters button (2). It won’t look like anything happens, but that’s just fine.

Next, click on the Date column header (3). Make sure that it shows the oldest transactions at the top and the newest transactions at the bottom. If it doesn’t, click the Date column header again.

Voilà! Your balance should now appear.

I’m not sure why this happens, but at least the fix is an easy one!

If you would like more Quicken training, please watch our 1-hour Quicken for Mac class recording. Click here!

About Alicia Katz Pollock

With a Masters in Teaching from Tufts University, a QuickBooks®️ Online Advanced Certification and more than 30 years’ experience in the tech industry, Alicia is passionate about finding creative, practical solutions to complex and everyday tech problems. She also loves a good laugh!

Comments

20 Comments

  1. Stuart Sherman

    Worked fine ! I work with numerous accounts and two of them would not show balance.
    My question to you is: how in the heck did you figure out the sequence of “filter” and “date”? You are one SMART lady!

    Reply
  2. Stacey L

    it worked fine for me which is good because not seeing the balance was scaring me. I have an older version

    Reply
  3. Kau Hebel

    My reset filters button is not showing up

    Reply
    • Alicia Katz Pollock

      This article is several years old and the interface has probably changed. Please send me a screenshot and I’ll take a look.

      Reply
  4. Dave

    Thanks for the double click on the date. Was driving me crazy.

    Reply
  5. Cyndy Osborne

    Why does the reconcile column show up in some of my accounts and not in others when I reconciled all the account?

    Reply
    • Alicia Katz Pollock

      Hi Cyndy, when you create a column layout for one account, it does not apply to all of them. You have to right-click on the bar in each account to get Reconcile to show up on each.

      Reply
  6. rdhoff

    looking at the dates! it still works!! Ohmygoodnes! Ive spent a lot of time trying to figure that out! thanks

    Reply
  7. Tom Burrus

    Alicia, Thank You !!! Thank You !!! Thank You !!! I was about to give up and call Quicken. You saved me no telling how much time I would have wasted on the phone.

    Reply
  8. Erika Meyer

    Thankis Alicia, that worked for me

    Reply
  9. Donna Carr Roberts

    I tried all this and …. NOTHING. I STILL can’t get a running balance.
    What else should I try?

    Reply
    • Alicia Katz Pollock

      Hi Donna, I’d have to see your computer to figure out why it’s not working for you. If you’d like to do a screenshare, I’ll be happy to take a look. Give me a call at 971-235-7119 and I can help. Alicia 🙂

      Reply
    • jim

      same with me no running balance

      Reply
      • Alicia Katz Pollock

        Hi Jim, I can’t diagnose what’s not working for you without seeing your computer. If you’d like to do a screenshare with me, call me at 971-235-7119 so I can take a look with you. ~Alicia 🙂

        Reply
  10. Olga

    I followed your directions perfectly and it didn’t work. I don’t know what else to do. Help!

    Reply
    • Alicia Katz Pollock

      Hi Olga, I’ll be happy to walk you through – give me a call at 971-235-7119 and I can walk you through. My virtual support rate is $99/hr, billed in 15 minute increments, and it should only take a few minutes.

      Reply
  11. Jerry Doss

    That worked fine, had just about given up.

    Reply
  12. Bob Weinstein

    It worked. Strange, but it worked. Thanks so much.

    Reply
  13. Everett c. hartwell

    Wow that worked beautiful. My wife was going crazy trying to get that balance. This worked perfect.
    thanks a million.

    Reply
    • Jim Woolley

      Works great with a double click on DATE. Thank you!!!
      Jim

      Reply

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