Quicken Mobile & Web and stocks not showing up

Plaid Man
Plaid Man Member
I have over 15 brokerage accounts listed and all but 4 refuse to show up dollar amount on mobile side. Accounts are displayed with no holdings. I have worked several hours with tech support and even rebuilt base file and it still does not show up all accounts on mobile side.

Comments

  • Hello @Plaid Man,

    Thank you for reaching out to the Quicken Community, though I do apologize for the issues that you have been experiencing. 

    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). Please let me know if you have already tried this. 



    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) 

    I look forward to your response!

    -Quicken Jasmine

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