Desktop Categories not sync'd displayed on Quicken Mobile App

Pete Creedon
Pete Creedon Member ✭✭
For the last couple of weeks the only Categories on my Mobile app are the ones that came with the application. None of the ones I have created on my desktop version have been carried over to the application via the cloud. I have reset the cloud with no results. If I enter a transaction on the desktop version, the transaction is carried over to the mobile app less the Category. Any thoughts on this??
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Best Answer

  • Quicken Francisco
    Quicken Francisco Moderator mod
    Accepted Answer

    Hello @Pete Creedon

    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 if we may need to recreate the cloud file to try to get in sync here. Another thing to start off as well is you'll want to make sure you're on the most recent version of quicken as well. You can double check by going across the top to help > Check for updates on windows or if on Mac going across the top to Quicken > Check for updates.. From there you'll want to follow the article down below.

    https://www.quicken.com/support/how-edit-or-delete-your-cloud-datasets-quicken-windows

    https://www.quicken.com/support/how-edit-or-delete-your-cloud-datasets-quicken-mac

    Note to delete the cloud file you'll need to be on a different file so you may need to make another test file if you don't have one.

    Once you've deleted the cloud try resyncing it and see if we're able to get transactions to carry over properly. If not we'll see what we can try next.

    Thanks,

    Quicken Francisco


Answers

  • Quicken Francisco
    Quicken Francisco Moderator mod
    Accepted Answer

    Hello @Pete Creedon

    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 if we may need to recreate the cloud file to try to get in sync here. Another thing to start off as well is you'll want to make sure you're on the most recent version of quicken as well. You can double check by going across the top to help > Check for updates on windows or if on Mac going across the top to Quicken > Check for updates.. From there you'll want to follow the article down below.

    https://www.quicken.com/support/how-edit-or-delete-your-cloud-datasets-quicken-windows

    https://www.quicken.com/support/how-edit-or-delete-your-cloud-datasets-quicken-mac

    Note to delete the cloud file you'll need to be on a different file so you may need to make another test file if you don't have one.

    Once you've deleted the cloud try resyncing it and see if we're able to get transactions to carry over properly. If not we'll see what we can try next.

    Thanks,

    Quicken Francisco


  • Pete Creedon
    Pete Creedon Member ✭✭
    I am trying to do what you said. Still resetting the data in the quicken cloud. Has been doing it for a while now, well over an hour
  • @Pete Creedon

    Thanks for the update. The original sync can take quite a while depending how many accounts and transactions you have so it does take long occasionally. The good news is that it should only be the first time that should take that long anything after should be significantly shorter. I do see that you marked the answer as accepted so it sounds like it worked for you! If that's the case that's good to hear! If not let us know so we can take another look.

    Thanks,
    Quicken Francisco
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