Trouble synching to mobile devices

Quicken on the desktop is up to date. When i go to mobile app (iphone) to synch, it initially shows the correct info, but as it continues to update, the information changes and no longer matches desktop (which is current). I have swiped down several times and have also removed all files and added them back in, but still have the same issue. This is true for Quicken on both my phone and my ipad

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    edited August 2021
    Hello @olgapayne,

    Thank you for reaching out to the Community to tell us about your issue, though I apologize that you are experiencing this.

    If you haven't already, I suggest resetting your cloud data from your Quicken desktop program and see if that may make a difference. However, before doing so, first, verify that the Dataset name and the File name match each other identically by navigating to Edit > Preferences > Quicken ID & Cloud Accounts (see below). 



    If they do not match, please click Edit dataset name and change the Dataset name to match the File name exactly the same (do not copy the file extension: ".QDF"). 

    Then, click OK in the preferences window and proceed to save a backup (just in case). From there, please follow the steps below to reset your cloud data.
    1. Sign out of your Quicken Mobile/Web app(s)
    2. On your desktop program go to Edit
    3. Preferences...
    4. Mobile & Web
    5. Make sure sync shows it's ON and click on Reset your cloud data 
    6. On the following screen you can leave the preselected option for "No, just reset my Cloud data", type Yes in the entry field to confirm, and click Reset
    7. Wait for the sync reset to finish
    8. Navigate to the Mobile & Web dropdown menu 
    9. Select Cloud Sync to resync your data and to make sure no errors occur
    10. Wait for it to finish syncing 
    11. Sign back in on your Quicken Mobile/Web app(s)
    Once that is done, see if the issue still persists.

    Let us know how it goes!
    -Quicken Anja
  • olgapayne
    olgapayne Member ✭✭
    I did this and the error is persisting. I’m fact, the I initial error was about $1700 now it’s about $12,000
  • olgapayne
    olgapayne Member ✭✭
    Update- now it seems to work. Thank yih
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