Why am I getting error code credit card transaction won't sync?

tburke82

Whenever I record a transaction with split categories on a credit card transaction (Citi) it won't sync to from desktop (Windows) to the mobile app (Android)? It will record to the desktop in my checkbook register, but then when I transfer it over to be recorded in the Citi credit card account it will not sync to the mobile app. Please help. Thanks.

Quicken Jasmine

Hello @tburke82,

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

What is the error code that you are receiving? Are you performing a cloud sync on your windows after recording a transaction and then performing a cloud sync on your mobile application once opening it as well? 

If so, then 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 me know how it goes!