Quicken On Web investment info problem

waltlyons

When I update Quicken Windows desktop, investment info on balances, transactions, quotes, etc. download correctly. I have synced the accounts with Quicken On the Web and the web version shows that these accounts with a zero balance. Why?

Quicken Francisco

Hello @waltlyons

Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. I'm wondering here have you tried resetting the cloud just yet? If not it'd be something that we should be able to try to see if we get those accounts in. 

To reset the cloud account you can go across the top to Edit > Preferences > Mobile and web > Reset your cloud data. 

Once you've done this go ahead and try checking again to see if we're able to see the investment accounts. 

Thanks,

Quicken Francisco

Quicken Francisco

Hello @waltlyons

Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. I'm wondering here have you tried resetting the cloud just yet? If not it'd be something that we should be able to try to see if we get those accounts in. 

To reset the cloud account you can go across the top to Edit > Preferences > Mobile and web > Reset your cloud data. 

Once you've done this go ahead and try checking again to see if we're able to see the investment accounts. 

Thanks,

Quicken Francisco

waltlyons

The reset worked! Thanks!

Quicken Francisco

@waltlyons

Awesome to hear you were get it up and running! If you have any other questions feel free to post a new question or comment on an existing one.

Thanks,
Quicken Francisco