After Sync, Quicken's Balance in Incorrect - SECOND TIME!

kmorris7 Member ✭✭

My balance is adjusting after a sync. My Quicken for Windows had been left open overnight. This morning, my balance was correct on my Mobile App. However, I input a charge on my Mobile App, when I synced my Windows, my balance is now incorrect. It also adjusted the balance in the mobile app which I know was correct this morning but now is incorrect as with the Windows version.

This happened several weeks ago. At that time, I went back and restored a backup but that entailed a lot of work that I had to re-do and in doing so missed transations. I have never in all my years using Quicken have I had issues with the balance adjusting after a sync. What is going on?


  • UKR
    UKR SuperUser ✭✭✭✭✭

    1) Are you Syncing to Mobile/Web?
    2) do you actually use the Mobile app on your smartphone or the Quicken on the Web browser-based app?

    The Sync process has been suspected of a number of weird happenings with Quicken. Could your problem
    be caused by Sync?

    If you answer "yes" to the 1st question and "no" to the 2nd question, turn Sync off completely. You don't need it. The Sync process should only be used in conjunction with the Quicken app for Smartphones or the Quicken on the Web browser app. It cannot be used as a replacement for backing up and restoring your Quicken data file.

    If you answer "yes" to both questions, try to Reset Sync so that the current cloud sync file is replaced with a fresh complete copy
    Do note that a full Sync process may take many minutes to complete.

    How to reset Sync to Cloud

    • Log out of your mobile app, then do this on your desktop / laptop:
    • Go to Edit / Preferences / Mobile and Web
    • Click the "Reset your cloud data" link and follow the instructions until it is complete.
    • Sync your desktop file to the cloud
    • Now log back into your mobile app

    How to turn off Sync to Cloud for the current data file

    • Go to Edit / Preferences / Mobile and Web
    • Change the Sync radio button and set it to OFF

  • kmorris7
    kmorris7 Member ✭✭

    I tried resetting sync since I do use Quicken for Windows and on my mobile app. The problem is for some reason the sync caused the balance to change, resetting sync didn't help. I had to go back to the previous backup file and restore it. Fortunately, this time I only had to input transactions for 1 week. The first time, the backup was a month old making it very difficult.

This discussion has been closed.