Quicken Desktop and Q app account balances not matching

williamspl

I want to start using Quicken App on iPhone but I am finding discrepancies in the balances.

I suspect the attached message from Quicken could be part of the problem but I do not totally understand this message and Q support was not any help.

I do have a few annuity account with regular monthly payouts to our checking account.

I have transfer reminders in Quicken for these transfers but the annuity accounts do not support quicken downloads.

Could this be the reason for the balance discrepancy? If so, how should I setup their reminders in Q?

Many thanks!

williamspl

Is anyone else having issues with the Quicken Desktop and Quicken App balance differences when using transfer reminders?

Have any work arounds been found?

I asked Quicken this question and they did not have an answer.

It is sad that the Quicken product has this serious issue for a long time and not even a workaround that they can share.

Thanks!