Everytime quicken changes something they create a real headache for user. I have an account with Bank of America. A year or so ago they made changes to the way checking data is downloaded to quicken. at first it appeared like my data was not getting downloaded to the quicken APP.For some reason instead of downloading to the existing data file it was creating a new account file. Why did this happen.? Now I have two files I wish to merge together. Is the only way to merge them together with Cut/Paste?

Any one know what quicken uses as a key when creating transactions to update their APP? In my last paragraph what made the decision to create a new account file instead of using the existing one it has been in use for years. Is it a decision I unknowingly made?

I hope I have explained this so someone is aware of my issue.

Anyone have a good Quicken User Manual that can answer questions on how Quicken functions?

Tom

[Removed - Email/Privacy]

I have noticed that online in Quicken Classic, I have 20 different online profiles. Several of them have the same name. Most have data actually saved in them though a few have nothing and indicate that I need to set up the profile. What I would actually like to do is DELETE all but two as they are all copies of one another or reflect different years of my financial record. How do I go about doing this? I've looked and cannot see an option anywhere on my account page.

Thanks for the assist.

What can I do to rectify this situation?

[Edited-Readability]

Maybe you could help here in getting this issue rectified?

This causes discrepancies in the desktop and when syncing, sometimes disconnects the amounts assigned to a category. Tax Planner then provides erroneous data and Reports based on category assignments are also affected.

The order of rows in split reminders should be preserved when synced or the cloud data is reset.

Check Sync Settings in Desktop Quicken
Ensure the account is selected for sync in the desktop application. Go to Edit > Preferences > Mobile & Web, then verify that Sync is turned ON and the account is checked under the Accounts list. 

Reset Cloud Data to Resolve Sync Issues
If the account still doesn’t appear, reset your cloud data:

• In Quicken, go to Edit > Preferences > Quicken ID & Cloud Accounts. 
• Click Sign Out, then sign back in. 
• Navigate to Mobile & Web > Reset your cloud data. 
• Confirm with Yes and wait for the reset to complete. 
• Re-sync by selecting Cloud Sync in the Mobile & Web dropdown. 

Verify Data File and Dataset Name Match
Ensure the Dataset name in Preferences matches your Quicken data file name exactly (without the .QDF extension).  Mismatched names can prevent sync.

Can anyone please help me with this issue?

In trying to recreate subscription items, I apparently had some saved as "Bills" already. I found that, when I attempt to create a new "Subscription" when a "Bill" already exists, the platform says "Sorry, the item could not be saved" or something like that. I can't tell if it's based on the name of the Bill or if it's based on the transaction, etc. Not sure exactly what the root cause is.

Is this a known issue, or something new? Any way to be alerted of this prior to attempting to create a new subscription?

[Edited-Readability]

It was set up to backup the file every time I exited Quicken.

This morning we noticed that that setting was changed to backup every 5 times, and to only save 5 backup versions, that we had earlier set to 20.

What changed in Quicken? How did this happen? I did not change any preferences or download a new Quicken version.

I tried the troubleshooting suggestion of changing the account name and reset the synced data. https://www.quicken.com/support/troubleshooting-cloud-sync-errors/

It did not help. The data is still off. I checked one of the accounts. The data on the web only goes back to May of 2017, but the balance is already wrong at that point, so there is no way for me to find the error/discrepancy.

My desktop data is correct. It goes back to 2002.

I just do not understand why the web does not contain the exact same data as the desktop. They should be pulling from the same file.

Maybe I just need to start over with a whole new file and start from scratch again. This is sooo frustrating.

[Edited-Readability]

I just started using the cloud-based Personal and Business a week or so ago, and I have ALL MANUAL accounts setup. I am a bit "old-school" and prefer to manually enter all of my transactions. Also, this is all on the personal (SImplify) side as I have not setup the business items yet.

I entered everything to date last weekend and used set my opening balance for checking, savings and credit accounts accordingly.

Yesterday, I noticed that all of my balances were way off, and discovered all of my opening balances had duplicated….this stretched across all accounts….checking, savings and credit. I also noticed that some amounts had automatically changed to zero in my checking account.

Again, I have NO ACCOUNTS LINKED to update automatically.

Is there a setting or something I have missed?

Thanks!

I enter an expense on the mobile app. This is a split entry, dining, tax, and tip. I go to the desktop and I only see the date, the name of the institution, and the total amount. The entry becomes uncategorized.

Everything else, totals, etc. match from mobile to desktop.