Quicken On The Web Spending and Net Income Over Time

After a cloud data reset I still get Spending Over Time and Net Income Over Time charts that do not agree (are wrong) with desktop Quicken or Android Mobile. The later two agree. My impression with web Quicken is that it is only useful / reliable for account balances and transaction data.

Comments

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    Hello @JohnWells

    Thank you for contacting the Quicken Community, though I do apologize that you are experiencing this issue with Quicken on the web. 

    If you have not already, next, I suggest you try manually resetting your cloud data by creating a test file and deleting your cloud account from that test file. After that, you would attempt to resync your main data file which should then create a new cloud account (this does not affect your data saved within that data file).

    First, please proceed to save a backup (just in case). From there, create a new data file (click here to view instructions, and review the section titled: "Creating a new file"). Once the new file opens, follow the steps below to remove your main data file's cloud account.
    1. Go to Edit
    2. Preferences
    3. Quicken ID & Cloud Accounts
    4. Click Cloud accounts associated with this Quicken ID (#) (this is not a button, it is written in blue underneath the "Edit dataset name" button)
    5. Select the Cloud Account Name used for your main data file and click Delete
    6. Type Yes and click Delete

    After that, switch back to your main data file (click here to view instructions, scroll down and review the section titled: "How to alternate between multiple files"). 

    Once your main file opens, resync your data by navigating to the Mobile & Web tab and clicking on the blue Get Started button, and then the blue Sync Now button and see whether or not the errors you were receiving persist. You can then also delete the new file you previously created as well as its cloud account.

    Let me know how it goes!
    -Quicken Jasmine
  • JohnWells
    JohnWells Member ✭✭
    I completed all the instructions and still have the same incorrect Spending Over Time and Net Income Over Time charts.
  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    Hello @JohnWells,

    Thank you for your response. We recommend that you contact Quicken Support directly for further assistance. 

    The Quicken Support phone number can be found through this link here. Phone support is available from 5:00am PT to 5:00pm PT, Monday through Friday.

    I do apologize that I could not be of more assistance!
    -Quicken Jasmine