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Quicken Classic for Windows
Errors and Troubleshooting (Windows)
Desktop and Mobil are always different
Daniel Borowicz
The totals for my accounts in the desktop are always different than my Mobil accounts.
This is under Banking and credit
Accounts are the same and I synce daily
any ideas? Thanks
Using Quicken deluxe (subscription) windows 10 all up to date
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Accepted answers
Quicken Anja
Hello
@Daniel Borowicz
,
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 seeing if that may make a difference. However, before doing so, 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 precisely 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
.
Sign out
of your
Quicken Mobile/Web app(s)
On your desktop program go to
Edit
Preferences...
Mobile & Web
Make sure sync shows it's
ON
and click on
Reset your cloud data
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
Wait for the sync reset to finish
Navigate to the
Mobile & Web
dropdown menu
Select
Cloud Sync
to resync your data and to make sure no errors occur
Please wait for it to finish syncing
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!
All comments
Quicken Anja
Hello
@Daniel Borowicz
,
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 seeing if that may make a difference. However, before doing so, 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 precisely 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
.
Sign out
of your
Quicken Mobile/Web app(s)
On your desktop program go to
Edit
Preferences...
Mobile & Web
Make sure sync shows it's
ON
and click on
Reset your cloud data
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
Wait for the sync reset to finish
Navigate to the
Mobile & Web
dropdown menu
Select
Cloud Sync
to resync your data and to make sure no errors occur
Please wait for it to finish syncing
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!
splasher
Could it be the difference of showing Ending vs Current balance?
Daniel Borowicz
That worked for now. Thanks
Daniel Borowicz
spoke to soon out of sync again. Worked right after your instructions but out of sync after updating accounts in mobile app
Quicken Jasmine
Hello
@Daniel Borowicz
,
Thank you for reaching back out to let us know that you are still experiencing this issue.
Since, unfortunately, the previous steps have failed so far, 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.
Go to Edit
Preferences
Quicken ID & Cloud Accounts
Click Cloud accounts associated with this Quicken ID (#) (this is not a button, it is written in blue underneath the "Edit dataset name" button)
Select the Cloud Account Name used for your main data file and click Delete
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.
Please let me know how this goes!
Daniel Borowicz
I looked at the accounts and 1or 2 are different. The account totals on the desk top is different than the totals on the Mobil app not sure why. You would think they would be the same after just updating both. I’m guessing the Mobil app takes the total from the accounts web site and not the total on the desk top. So it’s not a true sync desktop to mobile
Daniel Borowicz
Any comments on my last post?
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