Budget Catagories

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For some reason, everytime I sink quicken, it has started adding the same 3 categories in my budget tab. I go into manage budget categories and unselect them. But then the next time I get in, they are back again. Is there another way to save the categories I need?

Answers

  • UKR
    UKR SuperUser ✭✭✭✭✭
    Options

    1) Are you Syncing to Mobile/Web?
    AND
    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, recent problems with the budgets included.

    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

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