Quicken Windows investments not syncing to Web

rattytom

My investments are not syncing to Quicken for web. (Quicken Windows Deluxe, V R43.32, running on Windows 11). Cash in investment accounts sync, but investment holdings and values seem to be stuck sometime from roughly Q4 2021.

I found two Q Community threads, both of which say they are closed -
1) https://community.quicken.com/discussion/7901224/investment-account-holdings-not-syncing-to-cloud#latest
2) https://community.quicken.com/discussion/7911139/investments-are-not-migrating-over-to-web-mobile#latest

My cash being right but not the investments seems to fit with discussion "1)" above; since it is closed, I have not followed suggestions deleting and creating new dataset etc. I note Quicken Alyssa posted (on 11/13/21) links for sync issue updates - but I can't follow her link for Windows ("Permission problem")

Similarly in discussion "2)" (more recent), Quicken Anja posted on 3/31/22, a link to a Community Alert for updates, but I can't open that link (also "Permission Problem"). That link is https://community.quicken.com/discussion/7901477/new-11-11-21-windows-investment-transactions-balances-not-syncing-to-mobile-web

Is there some way I can get on a list for updates on this investment sync problem?

Also, I realize inserting actual quotes or images from the posts I refer to above would make this query more reasonable, but I can't find a way in Quicken Community help etc to do that.

Thanks.

Quicken Jasmine

Hello @rattytom, 

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.

Also, for future use regarding attaching images, please refer to this Community FAQ for instructions. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.  

Let me know how it goes!

rattytom

Jasmine, I apologize for not seeing your response earlier. However, I did the cloud reset as you explained, and it worked fine -- all of my investment accounts are in sync between Quicken for Web and my Windows desktop app.
Thank you!
Tom

Quicken Jasmine

Hello @rattytom,

Thank you for coming back to update us.

I am happy to hear that we were able to reach a resolution!

Please do not hesitate to reach out with any further questions or concerns!