Split spending not found in budget all of a sudden

jlaur_25
jlaur_25 Member ✭✭
edited February 12 in Errors and Troubleshooting (Mobile)
When I go to the grocery store I usually get cash back....my budget displays fine in Quicken desktop...but the web and app don't show these expenditures and my assumption is it isn't seeing it anymore....anyone else have this issue and is it a known bug?
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  • Quicken Jared
    Quicken Jared Alumni ✭✭✭✭
    edited February 12
    jlaur_25 said:
    When I go to the grocery store I usually get cash back....my budget displays fine in Quicken desktop...but the web and app don't show these expenditures and my assumption is it isn't seeing it anymore....anyone else have this issue and is it a known bug?
    Hello @jlaur_25,    

    We are sorry about these issues with discrepancies between the various applications. Thank you for asking about this here on the Quicken Community. 

    First, I have a couple of questions about what's happening that I want to present in order to answer your query. Are you using the same QuickenID between the applications? How often do you sync the Mobile and Web applications with the desktop? How old are these transactions?

    I look forward to your answers, and I hope to provide further assistance, if necessary. 

    Thank you,

    Quicken Jared 
  • jlaur_25
    jlaur_25 Member ✭✭
    Hi Jared. I sync almost daily. I also tried purging and reloading my cloud data. I just posted a fake grocery transaction of 5.55...thinking maybe the online (Quicken on the web) was having issues with split transactions...but still....my budget shows nothing spent. Online the transactions are right there....posted correctly...when I go into the budget they are there correctly too the bar at the top shows nothing...so I assumed this was a new known bug. The desktop budget works perfectly.
  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    Hello @jlaur_25 ,

    Thank you for providing more information.

    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. 
    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
  • jlaur_25
    jlaur_25 Member ✭✭
    I'll reset it again today. It looks like it was a bug that was supposed to be fixed in R48.8...but nothing happened.
  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    Hello @jlaur_25,

    Thank you for reaching back out.

    Please let us know how it goes once you reset the Cloud and if you are still experiencing issues.

    Thanks!

    -Quicken Jasmine

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