Quicken Mobile has stock transaction in one investment account that is not in the Windows Database

LKERRCPA Member ✭✭
The stock holding is made up of a security that is in another investment account and a quantity that is the same as a holding in the account with the error. I have tried validating the account, checked that it is sorted by date, created a new data file, all things I have found in the community, but nothing has corrected the error.


  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @LKERRCPA,

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

    Let us know how it goes!
    -Quicken Anja
    LKERRCPA Member ✭✭
    Did all the steps suggested and still have the same problem.
  • UKR
    UKR SuperUser ✭✭✭✭✭
    Did the "Sign back in on your Quicken Mobile app" process load the fresh copy of the Sync file you just created in the prior steps?
    LKERRCPA Member ✭✭
    The mobile app loaded the same way it did before this started, it had a spinning wheel, which then finished.
This discussion has been closed.