Monthly Actuals are Wrong in Mobile App - Two Different Devices

I have a budget category that is showing as $191 spent in November in Quicken Planning/Budgets view. In the mobile app, there is a widget to view the current month's budget and actuals from the main screen. The transactions under the category total to $191 but the summary in the user interface shows $6 spent. In the mobile app you can go to reports -> Monthly Summary and the actuals match Quicken's Planning/Budgets view. Am I doing something wrong or is the mobile app having an issue?

Answers

  • MileHi
    MileHi Member ✭✭
    Screenshots from the mobile app that show to different totals for the same budget category.
  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @MileHi,

    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
  • MileHi
    MileHi Member ✭✭
    That fixed the issue. Thank you!