Problem with Credit Card Accounts syncing across from Desktop to Mobile

I have to reset my cloud everytime I add or remove a credit card from my cloud sync.

Answers

  • Quicken Francisco
    Quicken Francisco Moderator mod

    Hello @ekirstein

    Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. I believe in this case since you're having to reset it every time we may want to try deleting and remaking it. I'll leave steps below on how to delete it.

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

    Once you've deleted it make sure to resync to the cloud. Once you've done this see if you're able to make it work consistently without having to reset it each time. Let us know how it goes!

    Thanks,

    Quicken Francisco


  • ekirstein
    ekirstein Member
    I have only 1 dataset so no option to delete a dataset. I could try renaming the file if you think that would make a difference. Thanks.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Instructions in that article are incomplete. To delete a data set you must be in a different data file, and that data file  must have sync to mobile and web turned on. You will need to create a new data file, with sync to Mobile/Web on and then follow the article.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • ekirstein
    ekirstein Member
    I also discovered that I can remove accounts and it syncs to mobile but I can't add them back in to sync without resetting the cloud. I also found that some dividends weren't showing up in the mobile without resetting the cloud first.
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