Budget on Quicken Desktop (Windows) not syncing with Mobile App

BTruman

As of May 1, 2023 my budget on the mobile app is no longer showing any amount on the detail spending against the budget. Prior to a few days ago, it worked well. Now it does not sync. The Budget on the desktop version remains in tact and working well. I have already checked and upgraded to the latest version but still same problem.

Quicken Anja

Hello @BTruman,

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!

BTruman

Anja,

Thanks for your feedback and suggestions. I tried each step you had, but it still does not work. It worked prior to all this problem. I did notice that there was a different name for the mobile data set. So, I saved a new copy of the file from the back up version I was using, gave it a new name (a simpler name with no extension and no date or time). Then I went back to the preference menu and continued following your instructions. I still have the correct data in the desktop version and it includes the current budget I was using. However, when I go to the mobile app, after re-setting (and I tried this three times), everything is fine except for the Budget. It shows all the budget categories and the amount budgeted, I had already selected, but no expenditures against those budgets.

So, as you can see, I still need help on this. Please let me know what I can do to solve the issue.

Thanks,

Bryan

BTruman

Does anyone have any way to help with this problem. It is still causing the same problem of the Budget not syncing and still shows $0 spent in the budget categories.

LadyB59

I started having the same issue at the same time. It is also not syncing with the Quicken online dashboard.
I did as described above and now my budget is wiped out on the desktop. I will do a restore from a backup. I think the update done in May has caused the issue. Someone needs to look into it. I even deleted the cloud file and re-synced everything and that did not fix it either.
I've just deemed it broken because of the recent update.

Quicken Anja

@BTruman thank you for following up, though I apologize that the issue persists, and @LadyB59 thank you for adding to this discussion.

Next, I suggest you try manually resetting your cloud data by creating a test file and deleting your cloud account from that test file. After that, you would attempt to resync your main data file which should then create a new cloud account (this does not affect your data saved within that data file).

Before doing so, first, sign out of the Quicken Mobile app again. Then, on your desktop program, create a new data file (click here to view instructions, scroll down, and follow the instructions under the section titled: "Creating a new file"). Once the new file opens, follow the steps below to remove your main data file's cloud account.

1. Go to Edit
2. Preferences
3. Quicken ID & Cloud Accounts
4. Click Cloud accounts associated with this Quicken ID (#) (this is not a button, it is written in blue underneath the "Edit dataset name" button)
5. Select the Cloud Account Name used for your main data file and click Delete
6. Type Yes and click Delete

After that, switch back to your main data file (click here to view instructions, scroll down, and follow the instructions under the section titled: "How to alternate between multiple files"). 

Once your main file opens, resync your data by navigating to the Mobile & Web tab and click on the blue Sync Now button. If successful, sign back in on your Quicken Mobile app to see if this resolved the issue. You can then also delete the new file you previously created as well as its cloud account.

If that fails or you prefer to have assistance, then I do recommend contacting Quicken Support via chat or phone in case you may need more extensive troubleshooting. They also have the ability to screen share with you if you're comfortable doing so.

I hope this helps!

MJHJLW

I have the same issue, and have not been successful so far. I would appreciate if starting with a new cloud file fixes this. However, I have one question about this approach. Does deleting a cloud file also delete all the financial institution links? Thus after creating a new cloud file, do you have to set up each financial link again?

LadyB59

Starting a new cloud file does not fix the issue. It seems to have started after the May release. It is not updating on the cloud account. You can see the list of transactions in Quicken on the Web under the budget transactions, but it doesn't summarize them into the budget grouping.

Quicken Anja

Hello @MJHJLW,

Thank you for reaching out to the Community and adding to this discussion.

@MJHJLW said:

Does deleting a cloud file also delete all the financial institution links? Thus after creating a new cloud file, do you have to set up each financial link again?

No, deleting the cloud account should not affect any online connectivity set up within your data file. However, if you wish to take extra precautions, we always advise saving a backup before troubleshooting.

Thank you!

Tribeca79

Hi, I’m also experiencing the exact same issue starting a few days ago. Is there an issue with the budget feature online and on the app?

Tribeca79

Note: there is another discussion thread with 3 other folks who have this exact same issue

Quicken Anja

Hello All,

Thank you for taking the time to visit the Community to report this issue, though we apologize that you are experiencing this.

We have forwarded this issue to the proper channels to have this further investigated. However, we request that you please navigate to Help > Report a problem within your Quicken program and submit a problem report with log files and screenshots attached in order to contribute to the investigation. It would also aid the investigation to include a sanitized file when submitting the problem report. A sanitized file is a data file that removes personally identifiable information so you can comfortably share this file with the Quicken team.

While you will not receive a response through this submission, these reports will help our teams in further investigating the issue. The more problem reports we receive, the better.

We apologize for any inconvenience in the meantime! Thank you.
(CTP-6291)

DeeGeeEhm

Same problem that just cropped up recently. I have reported the problem. Budget shows up but no actuals.

LadyB59

Patch released this morning did not include a fix for this?