Web - [ACCOUNT NOT SYNCED] for Category

quick20

On the Web, for a few transactions, I have [ACCOUNT NOT SYNCED] for Category. What does that mean and why did it occur? Can it be correct?

Quicken Anja

Hello @quick20,

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, 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 on the Web app
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 on the Web app

Once that is done, see if the issue still persists.

Let us know how it goes!

quick20

Thank you. But that did not work. Any other thoughts? I think it might have something to do with the account in question is an Investment Account that I checked to show the cash balance separately.

quick20

Also, I assume the Dataset name should not have the ".QDF" extension when matching the file to Filename? (In other words the match should look like you have in the picture)

Quicken Anja

Thank you for following up.

Yes, the ".QDF" extension should not show in the Dataset name. Since the previous instructions failed to resolve the issue, 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.

I hope this helps!

quick20

Thank you. But, could the [Accounts Not Synced] be due to a bug on the web interface in that the only time it occurs is for an Investment account in the Desktop version that you elect to show in the Cash section of the Desktop version? All regular cash transactions show up fine in this cash portion of the Investment account, but it is the investment transactions that show up as [Accounts Not Synced] in the Cash section. The reason I am thinking it shows [Accounts Not Synced] on the web for investment transactions in the Cash section is because the Web does not track the actual investment transaction. Only the Desktop version tracks this. So, the Web version has nothing to Sync from the Cash section to the Investment section because there is no corresponding transaction. The actual transaction shows up fine, but the category is [Accounts Not Synced].

quick20

In other words, if you buy say Apple stock, the cost of this transaction shows up on the Web in the Cash section. But, the category for it is [Accounts Not Synced]. The actual stock purchase history on the web is not shown. Only the total shares. Thus, the reason I think the category for a stock purchase in the Cash section is [Accounts Not Synced]. What else could it show?