Transactions for 1 account not showing

Rcoffman

I am using the Subscription version of Quicken for Mac. The latest version just downloaded, V5.15? Anyways, my primary Checking account will not show transactions since the March 9 update for the mobile app pn both our phones. I have 6 accounts with the same bank, but only have an issue with the primary checking. I can enter transactions and they sync to the desktop, but cannot see any in the mobile register. I can see online, and on the iPad, but not on the phone. When accessing that account, get message "No Results Found", but if selection All Transactions button on previous screen, I can see the entries for all accounts including the primary checking.

Quicken Anja

Oh I'm sorry to hear that.

Well, in that case, the next step I can suggest is doing a manual cloud reset.

I don't know if support has walked you through that or not, but if not and you're open to doing so here are the steps--

1. Sign out of the Mobile App
2. On your DeskTop program go to Quicken > Preferences > Mobile, Sync & Alerts
3. Turn sync off and close preferences
4. Open a different data file or if you don't have a second one create a temporary new file-- File > New.. > Start from scratch (then follow the prompts until it opens the new empty data file)
5. Go to Quicken > Preferences > Connected Services > See all cloud accounts 
6. Select the cloud account from your original file that you use on the mobile app
7. Click the minus-sign in the bottom left corner
8. On the pop-up screen click "Delete Cloud Account"
9. Switch back to your original data file
10. Go back to Quicken > Preferences > Mobile, Sync & Alerts and turn sync back on
11. In the same screen click on the "Accounts" tab
12. Click on "Update" in the bottom-right corner

After the update finished-- Sign back into the mobile app and see if this fixed the issue. 

Also, if it helps-- you can click here to view illustrations of the screens I described in steps 5 through 8.

Let me know if this didn't work or if you've done this with Quicken Support as well.

-Quicken Anja

Quicken Anja

Hello @Rcoffman,

Thank you for reaching out to the Community concerning your Mobile App issue, and I'm sorry to hear that you are experiencing this.

Click here to review the article with information on troubleshooting the Quicken Mobile App.

For your issue, in particular, you will scroll down to "Quicken for Mac".

First-- review the dropdown titled "I am missing transactions in the Mobile App". This section will serve as a double-check to review certain things that can cause missing transactions within the app.

If everything checks out in that section-- then go ahead and scroll further down and open the dropdown titled "I'm having trouble syncing to the Mobile App". The first portion of this section will give information regarding any error message you might receive. However, if you are not receiving any error messages you can skip ahead and follow the instruction under "If the issue persists: reset your cloud data.", and don't worry-- this does not delete any data from your data file. It simply resets the cloud account that copies over your data from your data file to your Mobile App in an attempt to correctly re-sync your Quicken data to the Mobile App.

Hope this helps!

-Quicken Anja

Rcoffman

Thank you for your response. I have done those things with support already but not found a resolution.

Quicken Anja

Oh I'm sorry to hear that.

Well, in that case, the next step I can suggest is doing a manual cloud reset.

I don't know if support has walked you through that or not, but if not and you're open to doing so here are the steps--

1. Sign out of the Mobile App
2. On your DeskTop program go to Quicken > Preferences > Mobile, Sync & Alerts
3. Turn sync off and close preferences
4. Open a different data file or if you don't have a second one create a temporary new file-- File > New.. > Start from scratch (then follow the prompts until it opens the new empty data file)
5. Go to Quicken > Preferences > Connected Services > See all cloud accounts 
6. Select the cloud account from your original file that you use on the mobile app
7. Click the minus-sign in the bottom left corner
8. On the pop-up screen click "Delete Cloud Account"
9. Switch back to your original data file
10. Go back to Quicken > Preferences > Mobile, Sync & Alerts and turn sync back on
11. In the same screen click on the "Accounts" tab
12. Click on "Update" in the bottom-right corner

After the update finished-- Sign back into the mobile app and see if this fixed the issue. 

Also, if it helps-- you can click here to view illustrations of the screens I described in steps 5 through 8.

Let me know if this didn't work or if you've done this with Quicken Support as well.

-Quicken Anja