Account Names Keep Changing

Charjay75
Charjay75 Quicken Windows Other Member
in Download, Add/Update Accounts (Windows)
I keep changing the names on my accounts, and they keep defaulting back to what they were when I added them.
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Answers

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    If you are syncing your data file to the web, the sync process may be to blame ...

    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.

    Now log back into your mobile app

    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

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