Quicken mobile app does not sync correctly with the desktop Quicken

Larry Nichoalds

This seems to be a recent problem. The values for the investments are not being updated correctly in the mobile app. For example Apple today is up $2.80 today, but the app says its up $7.92 or Microsoft is up $1.58, but the app says it's up $5.76.

Quicken Anja

Hello @Larry Nichoalds,

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 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.

Let us know how it goes!

Larry Nichoalds

That did it, thanks Anja.

Quicken Anja

You're welcome and thanks for the update! Glad to hear that solution worked for you. 🙂