Stocks that start with an "A" do not appear in my Quicken mobile app investment accounts

tbone100
tbone100 Member ✭✭
edited September 13 in Using the Mobile App
It appears that my stocks that start with an "A" do not appear in my Quicken mobile app investment accounts. Very odd. Anyone else experiencing this problem?

Comments

  • Hello @tbone100,

    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 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!
    -Quicken Jasmine
  • tbone100
    tbone100 Member ✭✭
    Thanks Jasmine. I did all of the above and no change. It appears other people have had similar problems with stock holdings starting with an "A", or with a number. They do not appear in the account holdings on the Mobil App. Seems to be a very odd. Is there anything Quicken can do to fix this?
  • Quicken Jared
    Quicken Jared Moderator mod
    tbone100 said:
    Thanks Jasmine. I did all of the above and no change. It appears other people have had similar problems with stock holdings starting with an "A", or with a number. They do not appear in the account holdings on the Mobil App. Seems to be a very odd. Is there anything Quicken can do to fix this?
    Hello @tbone100

    I am sorry to hear that the difficulties continued after these earlier troubleshooting efforts. Thank you for following up with us here on the Quicken Community. 

    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 look forward to hearing about the results of these additional steps.

    Thank you,

    Quicken Jared 
  • tbone100
    tbone100 Member ✭✭
    I followed the above steps. No change. Stock holdings that start with an "A", or a number, do not show up in the Mobile app investment account holdings. They all appear in the Windows Desktop program accounts.
  • Quicken Jared
    Quicken Jared Moderator mod
    tbone100 said:
    I followed the above steps. No change. Stock holdings that start with an "A", or a number, do not show up in the Mobile app investment account holdings. They all appear in the Windows Desktop program accounts.
    Hello @tbone100

    Thanks so much for letting us know about your results. I am very sorry to hear that this issue is continuing even after these troubleshooting efforts. 

    At this stage, I recommend reaching out to Quicken Support using information provided in this link. They will be able to troubleshoot and diagnose this issue in greater detail using the tools and resources at their disposal. 

    I hope this is helpful, and feel free to reach out about any other questions or concerns.

    Thank you,

    Quicken Jared