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budget on web / mobile

I have quicken deluxe 2019 (Canadian version R15.24 Build 27.1.15.24).

My budget doesn't appear to upload / sync properly to the cloud. The categories show but the current month transaction amounts don't appear to get reflected in the amount spent/remaining for the budget items. The windows 10 view is correct but mobile and web are not. I have reset my cloud data which didn't fix the issue.  
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Comments

  • John BacogiannisJohn Bacogiannis Member ✭✭
    edited December 2018
    Ah good to know I am not the only one with this issue.

    I may have a workaround - I haven't tested it yet but try creating a brand new Quicken file and associated mobile cloud file.

    Then I would download my latest statements from my bank, assign a few categories and see if it takes.

    If it does, then I would import my data from my previous Quicken file and then check again for any inconsistencies.

    If that works then great and we have isolated the problem to one area. If not, then the Quicken team knows to exclude that possibility from its list.
  • edited December 2018
    Thanks John. I will try to test this.
  • edited December 2018
    I tried out your suggestion John. It still gave me the same results of not reflecting the transaction amounts in the budget.
  • John BacogiannisJohn Bacogiannis Member ✭✭
    edited December 2018
    Ok then that means that there is no corruption in the file system so I say BUG that crept in the patch :)

    They need to fix it but the good news is, our data is safe :)
  • Unknown Member
    edited December 2018
    Definitely a bug introduced in R15.24.  I tried in R14.4 and it was fine.  Installed R15.24 and I'm seeing the same as you guys.
  • ValderiValderi Member ✭✭✭✭
    edited January 2019
    Same problem Here since the last updates R15.24 (Canadian version quicken 2019 windows 10). I can see all my budget categories with all the objectives amounts but all the amounts indicates "0" as in or out flow. All the accounts sync well. but not the budget. Anyone can help?
  • ValderiValderi Member ✭✭✭✭
    edited January 2019
    I add something: If I look at a budget item on mobile, it will show me, for exemple, "0 on 300$" but if I click on this item, it will show me all of my transaction on this budget item! weird...
  • ValderiValderi Member ✭✭✭✭
    edited January 2019
    I just found a solution: I installed the "Update and Mondo Patch: 2018/2019"; than, I reset my Quicken cloud and finally, I signed in with Quicken mobile. Alala! Everything start to works like before and I can see my budget items on my mobile. I hope it will help others.
  • John BacogiannisJohn Bacogiannis Member ✭✭
    edited December 2018
    I just tried your solution Valderi and it didn't work for me. What I can tell you is this. Quicken Mobile 5.8.1(11934) appears to reintroduce the bug because I just updated to this version and the version prior to 5.8.1 (11934) my budget on mobile was working correctly.
  • John BacogiannisJohn Bacogiannis Member ✭✭
    edited December 2018
    I just checked the web version and budget actuals are not showing either.



    I'm guessing that they made server side changes in the form of an update where neither the web app or mobile app can retrieve the values.



    The only other thing that could be wrong is corruption of the cloud file. In that case, deleting the cloud file and generating a new one may resolve the issue.
  • ValderiValderi Member ✭✭✭✭
    edited January 2019
    You are absolutely wright. I realise that I have recovered my budget items but all the numbers are "0". Same thing with my investing accounts. Very frustrating!
  • ValderiValderi Member ✭✭✭✭
    edited January 2019
    Now, my investing accounts work well and I did nothing... But the problem still there with my budget items. 
  • Unknown Member
    edited January 2019
    I created a 2019 budget, but it does not appear on the Mobile app.  Online chat support told me today that it is broken and they are in the process of fixing the budget feature on the mobile app.

  • ValderiValderi Member ✭✭✭✭
    edited January 2019
    Good news to read... Thanks.
  • Unknown Member
    edited January 2019

    I created a 2019 budget, but it does not appear on the Mobile app.  Online chat support told me today that it is broken and they are in the process of fixing the budget feature on the mobile app.

    Was your issued with the budget fixed? I have problems with my budget too. It shows on mobile but the mount left to spend nerver gets updated. The support (online chat) was not able to help me.
  • Unknown Member
    edited January 2019

    I created a 2019 budget, but it does not appear on the Mobile app.  Online chat support told me today that it is broken and they are in the process of fixing the budget feature on the mobile app.

    I resolved my issue by clearing out and rebuilding my cloud data file. Then I ensured all the accounts I would post transactions against which I budgeted were included in the cloud sync. Finally I did a new sync and my budget showed up with the proper spend and the amount remaining looked correct . I hope this helps.
  • edited January 2019
    I tried the same but no difference. Transactions are not applied to budget remaining amount 
  • ValderiValderi Member ✭✭✭✭
    edited January 2019
    Same thing for me. Nothing works.
  • Quicken HaroldQuicken Harold Alumni ✭✭✭✭
    edited January 2019
    Hello Stephen and Valderi. Appreciate your comments.

    Have you tried resetting the cloud and re-syncing to see if you will get current downloads?

    Valderi: https://www.quicken.com/support/how-edit-or-delete-your-cloud-datasets-quicken-windows

    Stephen: https://www.quicken.com/support/how-edit-or-delete-your-cloud-datasets-quicken-mac

    I would give this a try and see if you are able to get all your data including your budget totals.

    Respectfully,
    ~ Quicken Harold.
    Quicken Harold
    Community Moderator
  • Unknown Member
    edited January 2019
    hello harold i have tried your suggestion just this morning and it still returns the error. furthermore i am getting errors reflecting negative dollar amounts in the trillions.  i see no way to stop mobile sync from updating budgets so i get this error every time i sync
  • ValderiValderi Member ✭✭✭✭
    edited January 2019

    Hello Stephen and Valderi. Appreciate your comments.

    Have you tried resetting the cloud and re-syncing to see if you will get current downloads?

    Valderi: https://www.quicken.com/support/how-edit-or-delete-your-cloud-datasets-quicken-windows

    Stephen: https://www.quicken.com/support/how-edit-or-delete-your-cloud-datasets-quicken-mac

    I would give this a try and see if you are able to get all your data including your budget totals.

    Respectfully,
    ~ Quicken Harold.

    I tried resetting the cloud: no progress.
    I tried erasing the cloud, reinstaling it, desinstaling mobile Quicken, reinstalling it and... always the same problem: no investing securities sync and no budget either.
    I can see all my budget items but with "0" out of "my budget goal". If I click on one item, I will see all of my transactions but with "0" as balance !

    I don't know what else to do...Help!!!
  • Quicken HaroldQuicken Harold Alumni ✭✭✭✭
    edited January 2019

    Hello Stephen and Valderi. Appreciate your comments.

    Have you tried resetting the cloud and re-syncing to see if you will get current downloads?

    Valderi: https://www.quicken.com/support/how-edit-or-delete-your-cloud-datasets-quicken-windows

    Stephen: https://www.quicken.com/support/how-edit-or-delete-your-cloud-datasets-quicken-mac

    I would give this a try and see if you are able to get all your data including your budget totals.

    Respectfully,
    ~ Quicken Harold.

    Hello Valderi.

    Please contact Quicken Support for further assistance.

    Respectfully,
    ~ Quicken Harold.
    Quicken Harold
    Community Moderator
  • Quicken HaroldQuicken Harold Alumni ✭✭✭✭
    edited January 2019
    feldman said:

    hello harold i have tried your suggestion just this morning and it still returns the error. furthermore i am getting errors reflecting negative dollar amounts in the trillions.  i see no way to stop mobile sync from updating budgets so i get this error every time i sync

    Hello feldman,

    Please contact Quicken Support for further assistance.

    Respectfully,
    ~ Quicken Harold.
    Quicken Harold
    Community Moderator
  • edited January 2019
    Thanks for the suggestion Quicken Harold. I tried this again today with the same results. Transactions are not applied to budget remaining amount 
  • Quicken HaroldQuicken Harold Alumni ✭✭✭✭
    edited January 2019

    Thanks for the suggestion Quicken Harold. I tried this again today with the same results. Transactions are not applied to budget remaining amount 

    Hello Stephen. Sorry that this didn't work.

    Please contact Quicken Support for further assistance.

    Respectfully,
    ~ Quicken Harold.
    Quicken Harold
    Community Moderator
  • Unknown Member
    edited January 2019
    feldman said:

    hello harold i have tried your suggestion just this morning and it still returns the error. furthermore i am getting errors reflecting negative dollar amounts in the trillions.  i see no way to stop mobile sync from updating budgets so i get this error every time i sync

    i did and they told me budgets/sync are down and just wait.

    im not buying it since an entry i made only an hour ago is showing up in my app

    but sync produces this error:

    The budget items for budget ___ was not synced. Invalid answerValue -2,356,277,133.9 for parameter amount. Value must be between ...

    thoughts?
  • Unknown Member
    edited January 2019
    feldman said:

    hello harold i have tried your suggestion just this morning and it still returns the error. furthermore i am getting errors reflecting negative dollar amounts in the trillions.  i see no way to stop mobile sync from updating budgets so i get this error every time i sync

    Btw.... I was given the same response when I called quicken support. So.... I tried wiping out and rebuilding / synching my cloud file and it worked. Not saying that is the solution for everyone .... But to have quicken provide that "canned response" is not cool.
  • Dave IngsDave Ings Member ✭✭
    edited January 2019

    Thanks for the suggestion Quicken Harold. I tried this again today with the same results. Transactions are not applied to budget remaining amount 

    I have exactly the same issue.

    This reliance on "delete and re-sync" is getting tiresome. I've done this at least a dozen times over the past three months and it rarely solves the problem at hand.

    It's pretty clear to me (as a retired tech manager) that Quicken has some fundamental sync issues they just can't get a handle on for some reason. They still can't get account balances synced reliably for goodness sake.

    I sincerely appreciate that Quicken management is trying to drag Quicken into the modern age with the mobile and Web apps. But my goodness the road is rocky.
  • ValderiValderi Member ✭✭✭✭
    edited January 2019

    Thanks for the suggestion Quicken Harold. I tried this again today with the same results. Transactions are not applied to budget remaining amount 

    Exactly the same for me. Since the last update R15.24  Build: 21.1.15.24 I have a lot of problems. Can we go back one step behind on update?
  • JFFDDJFFDD Member ✭✭
    edited January 2019

    Hello Stephen and Valderi. Appreciate your comments.

    Have you tried resetting the cloud and re-syncing to see if you will get current downloads?

    Valderi: https://www.quicken.com/support/how-edit-or-delete-your-cloud-datasets-quicken-windows

    Stephen: https://www.quicken.com/support/how-edit-or-delete-your-cloud-datasets-quicken-mac

    I would give this a try and see if you are able to get all your data including your budget totals.

    Respectfully,
    ~ Quicken Harold.

    Harold I also have the same issue with the budget portion of the app.  I have contacted the support chat line several times, did validate & repair, did reset cloud data and deleted the mobile apps on my devices and started over again. All of this several times.  Unfortunately with the chat support we cannot get a clear & precise response.  At times I have been asked to do all the procedures that I know does not work and I have also been told that it's a known issue that should be resolved in a week or so.  I have asked to have this escalated but I am told there is no escalation possible.  How does support work?  Why can we not get a clear answer on this issue?  I would not have a problem waiting for a fix if I knew a fix was coming.  When I contact support and they tell me there is no issues that Quicken is aware of I get concerned.  Is it me or Quicken the issue?  Can you help? I have been using Quicken for over 20 years and never had this type of issues with Quicken Support.
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