Cleared Transactions in Quicken Mobile not syncing with Desktop version

jafgolf

I've been categorizing and "accepting" a lot of transactions lately through the Mobile website. I noticed today when I opened (and synced) my Windows Desktop version that these transactions are still showing in Desktop as unaccepted and not categorized.

Before closing the Mobile version, I do click on the sync icon.

Quicken Sarah

Hello @jafgolf

Thank you for that additional information.  When you have a moment, please run one test for us.

Instead of running the One Step Update in the desktop software after entering transaction data in the Mobile App, please instead, go to the Mobile & Alerts tab and select "Sync Now" instead. 

Does the transaction data entered in the Mobile App now appear in the desktop data file as expected?

When running the One Step Update and selecting to Sync to the Quicken Cloud, first Quicken requests your new transaction data from the Financial Institutions, then syncs the data with the cloud.

My theory, is that when the accounts sync, it is overwriting the data from the mobile app with the information from the Financial Institution, causing previously accepted and categorized transactions to appear again as unaccepted/uncategorized.

Please let us know how it goes, and if syncing from Mobile & Alerts makes any difference.

Thank you,

Sarah

Quicken Sarah

Hello @jafgolf

Thank you for taking the time to share the details of this issue with the Community, although I apologize that you have not yet received a response.

To ensure we are understanding the process correctly, once you have selected the "sync" icon in the Mobile App, are you also then running the Mobile Sync in the Quicken Desktop software? Either from the One Step Update or the Mobile & Web tab?

If so, please open the Mobile & Web tab in the Quicken desktop software and let us know what the listed "Last Sync" date is.

Thank you,

Sarah

jafgolf

Hi Sarah,
Yes, anytime that I use Quicken Desktop, the first thing that I do is run a One Step Update which includes the Quicken Cloud sync. I’m not around the PC that has Desktop on it as I’m writing this email. But I know that the “Last Sync” was yesterday as I looked at it at that time.

Quicken Sarah

Hello @jafgolf

Thank you for that additional information.  When you have a moment, please run one test for us.

Instead of running the One Step Update in the desktop software after entering transaction data in the Mobile App, please instead, go to the Mobile & Alerts tab and select "Sync Now" instead. 

Does the transaction data entered in the Mobile App now appear in the desktop data file as expected?

When running the One Step Update and selecting to Sync to the Quicken Cloud, first Quicken requests your new transaction data from the Financial Institutions, then syncs the data with the cloud.

My theory, is that when the accounts sync, it is overwriting the data from the mobile app with the information from the Financial Institution, causing previously accepted and categorized transactions to appear again as unaccepted/uncategorized.

Please let us know how it goes, and if syncing from Mobile & Alerts makes any difference.

Thank you,

Sarah