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Mobile version Investments

Gilly

My investment balance that are showing on my PC are not all reflected on the mobile version

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Quicken Anja

Hello @Gilly,

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.

Sign out of your Quicken Mobile app
On your desktop program go to Edit
Preferences...
Mobile & Web
Make sure sync shows it's ON and click on Reset your cloud data
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
Wait for the sync reset to finish
Navigate to the Mobile & Web dropdown menu
Select Cloud Sync to resync your data and to make sure no errors occur
Wait for it to finish syncing
Sign back in on your Quicken Mobile app

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

Let us know how it goes!