Overview
Users may see an inaccurate, grayed out running balance, or the balance column is blank.
To resolve this issue
The running balance will only appear correctly if the following conditions are met:
- The account register must be sorted by date (ascending or descending). To sort by date, click on the Date column header.
- No filters are selected and the Search field is blank. Clear or reset the filters and Search fields.
- The Transactions view of the register must be selected, not the Spending, Income or Portfolio views.
- There is only an individual account selected, and not a combined account view such as All Transactions, Cash & Credit, Credit Cards, etc.
Article ID: GEN00638