My investing section on Mobile and web are wrong

David Christopher
David Christopher Member ✭✭✭✭
edited January 2022 in Investing (Windows)
I may have something set wrong. When I do the one step update, it looks like it works, but when I open the mobile app or Quicken for Web the information is wrong, my sales and purchases are not being recorded. I do the mobile tab “sync now” and tools>one step update. But they do not get my investments correct.

But everything is posted/recorded properly on 


  • Quicken Alyssa
    Hello @David Christopher,

    Thank you for coming to the Community to report the issues you are having, though I apologize that you are experiencing this. 

    Please first try resetting your cloud data. you can do this by going to Edit>Preferences>Mobile & Web>Reset cloud data.

    Then sign out of the mobile app and sign back in to see if your investments are now displayed.

    Thank you!

    Quicken Alyssa

  • David Christopher
    David Christopher Member ✭✭✭✭
    That did it. Thank you.
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