Mobile App Question

WTB4
WTB4 Member ✭✭
edited May 2022 in Using the Mobile App
When is Quicken going to add investment transactions to the mobile app?

Best Answer

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓
    The transactions are in the Quicken data file, but they aren't in the Quicken Cloud dataset.  Quicken Mobile/Web work off of the Quicken Cloud dataset (they are the GUIs for it).

    It might seem easy to sync the transactions and display them and such, but investment transactions are completely different from non investment transactions, and are much more complicated.
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Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    No one can tell you that.

    If I had to guess though, it would be "probably never".
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  • WTB4
    WTB4 Member ✭✭
    Wonder what the issue is? Is there any way to get dividend income to show in the budget on the app?
  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Try selecting _DivInc for the budget category.  You will need to select to show hidden categories to see it in the list.
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  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Never mind, I just tried it and it doesn't show up on the Mobile app.  The budgeted category does, but not the actual amount.  I suspect that is because it needs the transaction to do the actual calculation.
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  • WTB4
    WTB4 Member ✭✭
    That is the problem I am having too, Chris. Seems like if it can pull the category and the transactions are in quicken, that it should be able to at least pull the total?
  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓
    The transactions are in the Quicken data file, but they aren't in the Quicken Cloud dataset.  Quicken Mobile/Web work off of the Quicken Cloud dataset (they are the GUIs for it).

    It might seem easy to sync the transactions and display them and such, but investment transactions are completely different from non investment transactions, and are much more complicated.
    Signature:
    This is my website: http://www.quicknperlwiz.com/
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