Quicken Mobile & Web - Multiple Data Files?

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Terry Brauen
Terry Brauen Member ✭✭✭
edited November 2022 in Using the Mobile App
Hi - I have used Quicken since the 1990s, but have never tried Quicken Mobile & Web until tonight. I'm using Quicken Home & Business Canada through subscription on a Windows 11 machine. I have one set of accounts in one data file, and three different accounts in another data file. When I tried to set up those two data files so that I could access those - separately - through Quicken Mobile, the system was blending them together with partial information and incorrect results, while at the same time transferring partial bank account information between the actual source data files. Is Quicken Mobile & Web not capable of isolating those two financial realities from each other? Thanks - I'm hoping I'm just making some rookie mistake.

Best Answer

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Answer ✓
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    Here is my guess at what is happening.  There is a unique Id in every data file that is used to connect it to the Quicken Cloud dataset that Mobile/Web use.  It use to be a standard practice of just copying a data file and start using it as a separate data file.  But that means that the unique Id is the same and can certainly cause problems like you are describing.

    What you need to do is pick one of the data files and use the “Copy/template” option.  This new form of copying creates a new unique Id for the new copy.  But note it also deactivates the all the online services in that data file.

    Note that you might have to reset the cloud dataset in the original data file to get it to be correct.
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Answers

  • MontanaKarl
    MontanaKarl Member, Mac Beta Beta
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    Does each data file have a unique name... as opposed to the same name, but saved in different folders on your computer?

    If unique names, the data should be distinct and you should be able to select the desired cloud file in Quicken Mobile/Web:
    https://www.quicken.com/support/how-see-more-one-data-file-quicken-mobile

    See also:
    https://www.quicken.com/support/what-quicken-cloud

    https://www.quicken.com/support/how-set-and-sync-accounts-quicken-mobileweb

    https://www.quicken.com/support/troubleshooting-quicken-mobile-companion-app


    (I have limited personal experience with mobile/web as my internet speed is just too slow to make syncing tolerable.)

    Quicken user since 1990, MacBook Pro M2 Max on Ventura 13.6.7 • Windows 11

  • Terry Brauen
    Terry Brauen Member ✭✭✭
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    Thanks for the links - I had not found the first one so I checked that out - this is simply not the way my system is working. I never get the option to choose different data sets. My two data files exist in the same folder and have different names, and they also have different dataset Ids. The trouble seems to be that Quicken always tries to use only one Cloud Account Name. I try to assign a different unique Cloud Account Name while I am in each data file - but when I open the other datafile, it is also switched to using the Cloud Account Name that I just assigned the other dataset. Then, any synced files start showing up the other data set and I have to delete them using the Account List tools. This behaviour is quite alarming and frankly, useless to me.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Answer ✓
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    Here is my guess at what is happening.  There is a unique Id in every data file that is used to connect it to the Quicken Cloud dataset that Mobile/Web use.  It use to be a standard practice of just copying a data file and start using it as a separate data file.  But that means that the unique Id is the same and can certainly cause problems like you are describing.

    What you need to do is pick one of the data files and use the “Copy/template” option.  This new form of copying creates a new unique Id for the new copy.  But note it also deactivates the all the online services in that data file.

    Note that you might have to reset the cloud dataset in the original data file to get it to be correct.
    Signature:
    This is my website: http://www.quicknperlwiz.com/
  • Terry Brauen
    Terry Brauen Member ✭✭✭
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    @Chris_QPW - Thanks. That solution has worked for me. It is true that the second account contained a couple of accounts that had been spun off the other data file in years past.
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