Filter Payees in App iPhone

SDist

I can hide payees in the Mac app but I don't see an option for this in the iPhone app

SDist

Plus I just noticed the Payees that I have altered in the payee list are not updating in the app

Quicken Anja

Hello @SDist,

Thank you for taking the time to visit the Community and telling us about your issue, though I apologize that you are experiencing this.

First, please save a backup prior to performing any troubleshooting steps (just in case).

To start with, I suggest that you please try to reset the cloud by following the instructions below. Doing so does not affect your data file nor other Cloud Accounts (if applicable). 

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

Once that is done, go back to Mobile, Web & Alerts > Accounts to select/deselect the accounts as desired, then click Update. Once that completes, sign back in on the Quicken Mobile app, and see if the issue still continues to persist.

I hope this helps!

SDist

Followed all of your steps. The app is still showing all saved payees when i enter an item. All hidden payees are missing in the MAc app but still showing on the iPhone.

Quicken Anja

Thank you for following up. 

Next, I suggest manually resetting the cloud account instead. To do this, first, save a backup (just in case). Sign out of the mobile app. Then, follow the instructions provided below to remove the cloud account from your main data file (this does not affect your data saved with your file).

1. Navigate to the Quicken dropdown menu
2. Preferences...
3. Mobile, Sync & Alerts and use the toggle button on the left to turn Sync OFF
4. Click Disable Sync
5. Close Preferences
6. 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).
7. Once you've opened a different data file, navigate back to Quicken
8. Preferences...
9. Connected Services
10. Click on See all cloud accounts 
11. Select the cloud account name from your original file
12. Click the minus-sign (-) in the bottom left corner
13. On the pop-up screen, click Delete Cloud Account
14. Switch back to your original data file (click here to view instructions, scroll down to Switching between data files)
15. Once you've returned to your original data file, navigate back to Quicken
16. Preferences...
17. Mobile, Sync & Alerts and use the toggle button on the left to turn Sync ON
18. Click Enable Sync

Once the sync completes, sign back in to check and see if this resolved the issue. 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!

SDist

Followed. Still shows hidden payees in the app

Quicken Anja

Thank you for trying the troubleshooting instructions previously provided, though we apologize that the issue continues to persist.

At this point, I would recommend that you reach out to Quicken Support directly instead, for more extensive troubleshooting and possible escalation if they see fit.

Thank you!