Can I or should I change the ipad file name to reference my Mac data file?

Macnew4

A few months ago I updated Quicken for MAC 2017 to 2019 and it subsequently had me rename my data file.

I recently started using an Ipad to inquire against the file and noticed the name on the Ipad references the old file name, although the data seems to be current.

Can I or should I change the file name to reference my new data file?

Thanks.

Quicken_Tyka

Hello Macnew4,  

To change the cloud account name to match the file associated with your Quicken ID would be a personal preference.  It may be less confusing if both data have the same name.

You can find the option to change the account name under Quicken > Preferences > Connected Services.



To change the cloud account name, just type over the name in the Nickname box.

You can also verify the name of your data file by looking along the top.



Hope this helps!

Quicken_Tyka

Hello Macnew4,  

To change the cloud account name to match the file associated with your Quicken ID would be a personal preference.  It may be less confusing if both data have the same name.

You can find the option to change the account name under Quicken > Preferences > Connected Services.



To change the cloud account name, just type over the name in the Nickname box.

You can also verify the name of your data file by looking along the top.



Hope this helps!