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Issue with viewing Investment Accounts/Securities in the Mobile App (updated title)

My mobile app is only showing the cash balances within the investment accounts It is not identifying any of the individual security holdings within the account.
Syncing to Quicken canada subscription
Syncing to Quicken canada subscription
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Quicken_Tyka Moderator mod
Hello DougA,
Thank you for taking the time to visit the Community, although I apologize that you haven't received a response.
I have a few questions to help me better understand what could be happening.
When you navigate to the Investing portion of the mobile app, do you see any information about your holdings on any of the tabs below? Or is it only missing when selecting the account and viewing the holdings?
Are the investment accounts all in CAD or USD or a combination of both?
https://www.quicken.com/support/can-i-sync-multiple-currency-accounts-quicken-mobile
If you are using the Canadian version with the Canadian mobile app, this can only sync currencies in CAD as multiple currencies are not supported by the mobile app at this time.
Let me know!
-Quicken Tyka~~~***~~~5 -
Quicken_Tyka Moderator mod
Hello @DougA
Thank you for the response, although I apologize that you are still unable to view the holdings in the mobile app.
I have successfully updated to R22.15 and I am able to view the holdings in the mobile app.
If you haven't already, I would start by resetting the cloud and signing out and back into the mobile app.Step 1: Reset the cloud data through the desktop program
- Go to Edit > Preferences > Quicken ID, Mobile & Alerts.
- Click Reset your cloud data.
Step 2: After resetting your cloud data
You'll need to sign out of the Mobile App and sign back in:
- Open the Quicken Mobile App.
- Tap the Menu icon
in the upper left.
- Tap the Logout button at the bottom of the screen.
- Sign back in with the same Quicken ID.
-Quicken Tyka~~~***~~~2
This discussion has been closed.
Answers
Thank you for taking the time to visit the Community, although I apologize that you haven't received a response.
I have a few questions to help me better understand what could be happening.
When you navigate to the Investing portion of the mobile app, do you see any information about your holdings on any of the tabs below? Or is it only missing when selecting the account and viewing the holdings?
Are the investment accounts all in CAD or USD or a combination of both?
https://www.quicken.com/support/can-i-sync-multiple-currency-accounts-quicken-mobile
If you are using the Canadian version with the Canadian mobile app, this can only sync currencies in CAD as multiple currencies are not supported by the mobile app at this time.
Let me know!
-Quicken Tyka
Right now when I open the investments portion, I see all of the tabs. However, my app is showing all my accounts, but within each account it is only showing the cash balances and none of the individual securities. Similarly on the home page the balance of my investments is only the aggregate of the cash balances.
I am not sure what has changed to stop it working properly for $Cdn securities. It did not work in the past for $US which I understand is a feature that is still not available.
Thank you for taking the time to visit the Community, although I apologize that you haven't received a response.
I have a few questions to help me better understand what could be happening.
When you navigate to the Investing portion of the mobile app, do you see any information about your holdings on any of the tabs below? Or is it only missing when selecting the account and viewing the holdings?
Have you received any sync errors or messages?
Let me know!
-Quicken Tyka
Are the investment accounts all in CAD or USD or a combination of both?
https://www.quicken.com/support/can-i-sync-multiple-currency-accounts-quicken-mobile
If you are using the Canadian version with the Canadian mobile app, this can only sync currencies in CAD as multiple currencies are not supported by the mobile app at this time.
Let me know!
-Quicken Tyka
Thank you for taking the time to visit the Community with your question, although I apologize that you didn't find a resolution.
I have gone ahead and reopened the previous discussion and moved your comment.
I created a new file in the Canadian version and added a handful of securities.
When I sign into the mobile app I do not see the holdings listed. I do not have a cash balance because I have the holdings as a test.
As I am able to recreate this issue, I will go ahead and report this problem and will follow up when I receive some more information.
Thank you,
-Quicken Tyka
Thank you for your patience, this is indeed a bug has been reported and will be fixed in an upcoming patch.
If you would like to be notified of any updates, please bookmark the thread by clicking the yellow star in the top right-hand corner.
Thank you,
-Quicken Tyka
QWC-1108
Have you any idea when the patch may be ready?
Thank you for the response, although I apologize that you are still unable to view the holdings in the mobile app.
I have successfully updated to R22.15 and I am able to view the holdings in the mobile app.
If you haven't already, I would start by resetting the cloud and signing out and back into the mobile app.
Step 1: Reset the cloud data through the desktop program
Step 2: After resetting your cloud data
You'll need to sign out of the Mobile App and sign back in:
- Open the Quicken Mobile App.
- Tap the Menu icon
in the upper left. - Tap the Logout button at the bottom of the screen.
- Sign back in with the same Quicken ID.
Let me know how it goes!-Quicken Tyka
Release note is the following:
"Fixed: An issue in which investment holdings and watch list items created in the desktop application did not appear in the mobile application."
But this behavior just started. The investments account list shows no accounts - not even one.
If I toggle to Securities, it comes within a few thousand dollars of the actual account in Windows. I've grown accustomed to the mobile app showing the wrong amount for some of the investment accounts list, and learned how to change data in the PC app so the mobile app lines up. For some reason, Fidelity to Quicken creates the occasional extra and false entries when it decides to create the same sell transaction for two securities - one of which I don't own, and I have to delete the false one. The windows version shows the correct amount for some reason, so I've used the app to point me to the one that is wrong.
But now under Investments=>Accounts, it shows zero accounts, but the total at the top matches the incorrect amount on the securities list. I've deleted and re-added the app, and re-synched. Without the list, it's difficult to determine which account has false entries that affect totals only on the mobile app.
Anybody know how to coax the mobile app into actually displaying the list of investment accounts?
> Updated Quicken Canada to R22.15. Investment Section of mobile Quicken now shows securities and watch list information correctly. However, Investment account information does not show up correctly and the app tries to refresh the information continuously (spinning circle)
Further to my earlier post - I noticed that the Quicken Web app accurately reflects the Investment Account Information. So, it appears that Mobile Quicken has a glitch in transferring this information.