Mobile app bank password

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Aber2237
Aber2237 Member ✭✭
edited December 2022 in Using the Mobile App
When I transfer my saved information to the mobile app, and then open the mobile app there is a "fix" sign beside my checking account. The data has transferred correctly to the mobile app but it says I need to update my bank password. There is no problem with my bank password either with the bank website, or my laptop program. Only with the material transferred to Mobile. When I attempt to fix it using my current information it continues to state there is a problem.

Answers

  • Quicken Jasmine
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    Hello @Aber2237,

    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

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