Mobile app problems - transactions marked as Reviewed (edit)

willyhfrick
willyhfrick Member ✭✭

https://community.quicken.com/discussion/7928899/when-is-quicken-going-to-fix-the-major-new-problems-with-the-mobile-app

[edit] always helps to actually indicate the issue in the topic title vs just Fix It -
I've updated the topic title to better reflect what I think you are discussing in the Q&A -

Comments

  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    Hello @willyhfrick,

    Thank you for reaching out to the Quicken Community, though I do apologize that you are experiencing this issue.

    To clarify, transactions are being automatically marked as reviewed in your Quicken Mobile Application after downloading?

    If so, I suggest that you try to reset your Quicken Cloud. Doing so does not affect your data file nor other Cloud Accounts (if applicable). Please, follow the instructions below in order to do so.

    1. Navigate to the Quicken dropdown menu 
    2. Preferences... 
    3. Mobile, Web & Alerts
    4. Use the toggle button on the left to turn Sync OFF 
    5. Click Disable Sync
    6. Navigate to Connected Services
    7. Click Reset (click Reset again on the pop-up box)
    8. Once the Reset completes, navigate back to Mobile, Web & Alerts
    9. Use the toggle button on the left to turn Sync ON
    10. Click Enable Sync

    Once that is done, go back to Mobile, Web & Alerts to select/deselect the accounts as desired and see if the issue still continues to persist.

    Please let us know how this goes!

    -Quicken Jasmine

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  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    Hello @willyhfrick,

    Thanks for reaching back out, though I do apologize that the previous troubleshooting steps have failed.

    Next, I suggest manually resetting the cloud account.

    To do this, first, save a backup (just in case). Sign out of the mobile and/or web apps (if applicable). Then, follow the instructions provided below to remove the cloud account from your main data file.

    1. On your desktop program; navigate to the Quicken dropdown menu
    2. Preferences...
    3. Mobile, Web & Alerts and turn sync Off
    4. Close Preferences
    5. Open a different data file, or if you don't have a second data file to open, then create a temporary new data file (click here to view instructions under To create a new data file).
    6. Once you've opened a different data file, navigate back to Quicken
    7. Preferences...
    8. Connected Services
    9. Click on See all cloud accounts… 
    10. Select the cloud account name from your original file
    11. Click the minus-sign (-) in the bottom left corner
    12. On the pop-up screen, click Delete Cloud Account
    13. Switch back to your original data file (click here to view instructions, scroll down to Switching between data files)
    14. Once you've returned to your original data file, navigate back to Quicken
    15. Preferences...
    16. Mobile, Web & Alerts and turn sync back on

    Once that's done, see if the issue still continues to persist. You can then also delete the new file you previously created as well as its cloud account (if applicable).

    Let us know how it goes!

    -Quicken Jasmine

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  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    Hello @willyhfrick,

    Thank you for coming back to update us.

    Due to the previous troubleshooting steps having failed, we recommend that you contact Quicken Support directly for further assistance.

    The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

    I apologize that we could not be of more assistance.

    -Quicken Jasmine

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This discussion has been closed.