Quicken wiping out categories on One Step Update [Edited]

Temp7598 Member
[Removed -Disruptive/Rant]

I only use Quicken on my laptop--no mobile connection. I really hate the fact that you're syncing to the cloud, because I frankly don't trust you to keep my financial data secure.
I'd like to opt out of syncing my data to the cloud--how do I do that?

Today, I manually input all of the category information into one account--all the categories were up to date on transactions current to June 2021. I did an update, and now all of the transactions back to JANUARY 2021 are wiped out again!

How do we fix this? Today?


  • UKR
    UKR SuperUser ✭✭✭✭✭

    Are you Syncing to Mobile/Web?
    AND do you use the Mobile app on your smartphone or the Quicken on the Web feature?

    If you answer "no" to both, turn Sync off completely. You don't need it. The Sync process should only be used in conjunction with the Quicken app for Smartphones or the Quicken on the Web browser app. It cannot be used as a replacement for backing up and restoring your Quicken data file.

    If yes, try to Reset Sync so that the current cloud sync file is replaced with a fresh complete copy
    Do note that a full Sync process may take many minutes to complete.

    Log out of your mobile app, then do this on your desktop / laptop:

    How to reset Sync to Cloud

    • Go to Edit / Preferences / Mobile and Web
    • Click the "Reset your cloud data" link and follow the instructions until it is complete.

    How to turn off Sync to Cloud for the current data file

    • Go to Edit / Preferences / Mobile and Web
    • Change the Sync radio button and set it to OFF