Quicken Mobile App on IOS Can't Log Into One of My Banks

David Green
David Green Member ✭✭✭
When I use the Quicken Mobile app on my iPhone or iPad  it tells me that several accounts need attention.  All of these accounts are at the same bank.  If I swipe to fix I enter the user name and password, then I  get a message saying I need to enter credentials.    I am using the correct credentials.  I have already tried resetting my cloud data.  Quicken for Windows works fine and downloads the transactions from my bank using the same set of credentials. 
Quicken for Windows Premiere
Always the latest version

Comments

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    Hello @David Green,

    Thank you for contacting the Quicken Community, though I do apologize that you are experiencing his issue with you Quicken Mobile Application. 

    You mentioned having already attempted resetting your cloud data,  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.

    I hope this helps!
    -Quicken Jasmine
  • David Green
    David Green Member ✭✭✭
    Thanks for the suggestion but as I said in my post, I already tried that process.  
    Quicken for Windows Premiere
    Always the latest version
  • larc2
    larc2 Mac Beta Beta
    What bank is having the log in problem?
  • David Green
    David Green Member ✭✭✭
    larc2 said:
    What bank is having the log in problem?
    First Horizon.   It works fine from the Quicken Windows desktop application.
    Quicken for Windows Premiere
    Always the latest version
  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    Hello @ “David Green”, 

    Thank you for responding and for providing more information. 

    I would like to clarify that the instructions I gave you are different from the ones you attempted regarding resetting the cloud account. 

    Could you please let me know if you removed the cloud account per my instructions? 

    Looking forward to hearing your response! 
    -Quicken Jasmine
  • David Green
    David Green Member ✭✭✭
    edited August 18
    Hello @ “David Green”, 

    Thank you for responding and for providing more information. 

    I would like to clarify that the instructions I gave you are different from the ones you attempted regarding resetting the cloud account. 

    Could you please let me know if you removed the cloud account per my instructions? 

    Looking forward to hearing your response! 
    There is no blue "get started" button under Mobile and web after I switched back to my main data file.   However I did do the "sync now" and have the same problem in the mobile app
    Quicken for Windows Premiere
    Always the latest version
  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @David Green,

    Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.

    If you haven't already, please take a moment to review and follow the troubleshooting instructions found in this support article.

    I hope this helps!
    -Quicken Anja
  • David Green
    David Green Member ✭✭✭
    I will have to contact quicken support.  I have done both of those.  
    Quicken for Windows Premiere
    Always the latest version
  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    Hello @David Green,

    Thank you for attempting these troubleshooting steps with us. 

    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 we could not be of more assistance. 
    -Quicken Jasmine
This discussion has been closed.