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  • Today’s Balance:The balance of all transactions entered as of as of the last refresh/update.

  • Online Balance: The balance of your account according to your financial institution. This could be different from your current balance if, for example, you manually recorded a check-in Quicken but it has not yet cleared your financial institution.

  • Projected Balance: The projected balance is the balance of all transactions entered in the account register, including future-dated transactions such as postdated checks and online payments that have been sent but not yet processed

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  1. Go to Edit > Preferences > Quicken ID & Cloud Accounts.

  2. Select Cloud accounts associated with this Quicken ID.

  3. Select any dataset you don't want to be associated with your cloud account.

  4. Select Delete.

  5. Continue to remove datasets until you only see the ones you want to be associated with your cloud account.

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  1. Go to Quicken > Preferences > Connected Services.

  2. Select See All Cloud Accounts.

  3. Select any dataset you don’t want to be associated with your cloud account.

  4. Select the  button.

  5. Continue to remove datasets until you only see the ones you want to be associated with your cloud account.