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Split details not saved

WR10 Member ✭✭
Good day,

Has anyone else encountered where their hard-sought split transaction details disappear after saving and syncing or am I just missing something?


  • UKR
    UKR SuperUser ✭✭✭✭✭

    1) Are you Syncing to Mobile/Web?
    2) do you use the Mobile app on your smartphone or the Quicken on the Web feature?

    The Sync process has been suspected of a number of weird happenings with Quicken. Could your problem be caused by Sync?

    If you answer "yes" to the 1st question and "no" to the 2nd question, turn Sync off completely. You don't need it. The Sync process should only be used in conjunction with the Quicken app for Smartphones or the Quicken on the Web browser app. It cannot be used as a replacement for backing up and restoring your Quicken data file.

    If you answer "yes" to both questions, try to Reset Sync so that the current cloud sync file is replaced with a fresh complete copy
    Do note that a full Sync process may take many minutes to complete.

    How to reset Sync to Cloud

    • Log out of your mobile app, then do this on your desktop / laptop:
    • Go to Edit / Preferences / Mobile and Web
    • Click the "Reset your cloud data" link and follow the instructions until it is complete.
    • Sync your desktop file to the cloud
    • Now log back into your mobile app

    How to turn off Sync to Cloud for the current data file

    • Go to Edit / Preferences / Mobile and Web
    • Change the Sync radio button and set it to OFF
  • WR10
    WR10 Member ✭✭
    1.) I sync to the cloud on exit when done modifying the transactions on my computer.

    2.) I have the app on my phone, but I wouldn't say I use it. More of a "Quick reference when wanted"

    I've turned off the sync and will do better about backing up the files to preserve the data. Thank you for that clarification.

    Thank you for your help.
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