Payee list on the Mobile App

CMD1968

I have noticed that my payee list on the mobile app is growing and growing. When I go into the desktop application and go to TOOLS….MEMORIZED PAYEE LIST…..it does not give me all the payees. How do I delete some of these older and unwanted payees on the mobile app ??? Using Android phone and Windows 11 respectively.

Quicken Anja

Hello @CMD1968,

Thank you for reaching out to the Community to tell us about your issue, though I apologize that you are experiencing this.

Since the Mobile app is meant to serve as a companion app to the Desktop program, the Mobile app's data should match the data in the Desktop program. If this is not the case, then we recommend resetting your cloud data from your Quicken desktop program and seeing if that may rectify the discrepancies.

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. 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
6. Wait for the sync reset to finish
7. Navigate to the Mobile & Web dropdown menu 
8. Select Cloud Sync to resync your data and to make sure no errors occur
9. Wait for it to finish syncing 
10. Sign back in on your Quicken Mobile app

Once that is done, see if the issue still persists.

I hope this helps!

CMD1968

It did not solve the issue. As you can see from the screen shot, these transactions for American Airlines are in my mobile app but not in my desktop app. There are many many more that I would like to delete and no longer need. Any further help would be appreciated.

Screenshot_20230616-074452.png

Quicken Anja

Thank you for following up, though I apologize that the issue persists.

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!

JohnGW9

This fix did not correct the issue. Please help.

Quicken Anja

Hello @JohnGW9,

Thanks for visiting the Community and adding to this discussion.

If the steps provided above fail to resolve this issue, then you will need to contact  Quicken Support directly via chat or phone for further assistance and possible escalation.

We apologize for any inconvenience! Thank you.