Investment transactions missing in Mobile - balance not matching

MichaelCortese
MichaelCortese Member ✭✭✭
edited March 2023 in Errors and Troubleshooting (Mobile)
I have all my investment account set to sync to mobile and they all show up. However, the balances are off some (like maybe from yesterday) and some transactions from a week ago aren't reflected in the holdings for one account. I did a sync on desktop and data refresh on mobile and it still is not accurate.

After a sync on desktop and refresh on mobile I'd expect my portfolio balance to be the same or very close.
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  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @MichaelCortese,

    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.

    I hope this helps!

    -Quicken Anja
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  • MichaelCortese
    MichaelCortese Member ✭✭✭
    The reset fixed it. Thanks
  • Quicken Anja
    Quicken Anja Moderator mod
    You're welcome and thanks for the update! Glad to hear that worked for you. :)

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

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