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I have a few transactions from January that I manually updated to be April 1, 2026 that I cannot see in the app. I have searched through bills/income with no luck and double checked filters to be all time. Any suggestions on how to find these transactions? Thank you!

The Discover Bank connection frequently doesn't work. It'll say it refreshes, but no data is actually pulled. I have found myself (more and more after the "new connection" was released) having to "Reset Connection" on it and re-authenticate with Discover.

Today, I made the mistake of doing this via the Mobile App. On the website, when you reset the connection, that's it — the connection is reset. On mobile, and only on mobile, it asks you to add recurring transactions.

Since it said "Add" and not "Confirm", I assumed it was attempting to duplicate Income and Subscription items I had already configured in the recurring tab.

So I unchecked them all.

Big mistake. Turns out, the verbiage is incorrect on that screen and it actually is asking you to confirm your recurring items that are linked to your accounts. So, when I unchecked them all, it kindly deleted every single one of those items without asking for confirmation or providing an undo option.

I contacted support, and they told me (This is copied and pasted from the transcript): "To give it to you straight: Simplifi doesn't have a "restore" or "undo" button for deleted recurring series. Once they are removed from the Bills & Income tab, the system stops tracking them as a schedule."

I repeated my question, and asked them to confirm that their system does not keep an audit log of what happens on my account and that there is no way to undo a change that occurred due to an issue in their app, and they confirmed and said that that is correct, and that "Quicken Simplifi is built for your privacy" so support is unable to access accounts and undo things. This is concerning: What if a malicious user got into my account and messed everything up? You're saying support couldn't undo that?

The "solution" the support agent provided me was to do the "Reset Connection" flow again and "when the "Add Income" and "Add Recurring Transactions" screen appears again, please make sure everything is checked". Guess what? Those screens didn't reappear.

I'm sure that support is only limited by the tools the development team gives them, but it's disappointing that they couldn't help me with this. It's also disappointing the app's flow differs from the website's flow, and that it could even cause this issue in the first place.

So, now I'm here, warning everyone to never reset connection using the app, because if you do you're likely to have to redo your entire budget. I've spent the past hour recreating everything, and I think I got it all taken care of.

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When I write a check in that account, QMac correctly shows the amount in my budget. But syncing to QMobile, the account is there, but there's no way to see the check entry NOR does the amount of the check get tracked in the budget display (like it does on the QMac desktop budget.)

Any ideas?

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I tried to follow the instructions on another recent thread, and I don't see anything like what it shows.

First, I have turned SYNC OFF. on the mobile tab as my starting place, If it turn it on, it immediately starts to synch and goes into the endless loop. So whatever I need to do, I need to do it before turning SYNC back on.

Per the instructions, under "Profile" on the Mobile Sync tab, I'm supposed to reset the account. However it only shows the following:

If I "update" the Profile settings, it just goes to my account on the web. There is no dialog box like the one the instructions show.

If instead, I go to Edit→Preferences from the main menu, this is what I see, which also does not match that screenshot:

I have attempted to "sign out" (and answered "yes" to the question), then sign back in and turn SYNC on, but I just go back into the endless update loop. Sometimes the loop times out and I get "Unable to login with this ID" because the system has lost state or something. Other times it just never completes.

This all used to work until recently. It's never been great, let's be honest, but it has never completely failed to reset.

Thx.

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Future Transaction Not appearing in Mobile app

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I would like to simply see what I am typing when I update the category budget, but I can’t find a way to enter the numbers and see what I’m typing at the same time.

btw..this was on an iphone

"Connectivity error: Swipe to fix"

enter credentials (for affected account) done

"authentication failed try again." repeat, repeat, repeat - give up!

help!

I don't use the mobile app because of this

Would primarily like to generate a quick report on the mobile app to indicate how much I have spent on a particular category, like food or dining out.

Otherwise, the mobile app is mostly useless to me.

Thanks in advance for any replies.

Thanks for putting up with my rant.

I’m running this same data on my iPad and mini MAC all running the lastest IOS

I tried to get support from the online chat, but since I am a beta tester and do not have a subscription, they advised using the beta support.

After I update using One Step Update on Quicken Desktop, MFA option appears and transactions are downloaded and matched.

The "Connectivity Error" on Mobile and Web disappear after syncing. However if I try to refresh the error appears again.

Is anyone else experiencing this? Has BMO made some changes recently?

I was thinking of resetting my Cloud account. However since Quicken Web shows it correctly I was unsure about fixing this with a reset.

Any suggestions on how to fix this?

The issue started over the past six months.

In December 2024 I have three transactions that are correct in my data file on my laptop but are duplicated on the mobile app where one transaction is the real one and the other is pending and they all have a blue dot next to them. We can't delete the pending transactions on the mobile app. I've tried multiple times to get the data file and the mobile app to match. Primarily, removing the account from syncing then adding the account back. Upon adding, it takes a long time to load all the transactions, so I assume everything back to 2022 is syncing with the clean data file. I've also removed the three transactions on the data file then doing the same remove/add process to sync. When I added the transactions back and marked them as cleared, instead of reconciled, the data file and the mobile app matched. I thought I had it solved, finally. Once I updated them to "R", back to duplicate transactions. I've also validated the data file, did a remove/add from sync, edited the Memorized Payee listings for the Payees to remove any reference to the transaction amounts but that didn't do anything. I'm not sure why the mobile app is picking up the transactions a second time when the data file is up-to-date, completely reconciled with the bank, and completely correct. When opening the app, the correct balance appears for the account then it suddenly changes back to a balance that reflects the duplicate transactions.

Additional note: I had a similar issue on a credit card account with different transactions and the remove/add to sync process fixed the erroneous pending transactions. Now if I can just get it to match this account.

Any ideas?

. I get a blue screen with "Enter Quicken Passcode" but no means to enter it. Iphone 15 Pro Max iOS 18.5. File sync'ed from Quicken Classic Business & Personal Desktop Version R62.16, Build

27.1.62.16 on Windows 11. This problems has been going on for several years