Quicken Web Does not match Quicken Desktop in Investing

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Kevuwsfl
Kevuwsfl Member ✭
edited November 2023 in Errors and Troubleshooting (Quicken on the Web)

2 portfolios have mismatched securities in Quicken web that do not belong there. They are not there in Quicken desktop. It seems like it somehow happened during an update to the new quicken in mid-September. I do not know how to remove these since they are not in Quicken desktop.

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  • Quicken Jasmine
    Quicken Jasmine Moderator mod
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    Hello @Kevuwsfl,

    Let’s try a few troubleshooting steps for this issue—these steps should resolve things for you, but if not, please come back and post more about your experience so we can investigate. 

    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). It is also recommended to save a backup before proceeding.

    k91g7ylif9pm.png

    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/Web app(s)
    2. On your desktop program go to Edit
    3. Preferences...
    4. Mobile & Web

    5. cfdzarnda4bl.png
    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/Web app(s)

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

    -Quicken Jasmine

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  • Kevuwsfl
    Kevuwsfl Member ✭
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    Hello @Quicken Jasmine,

    I followed all of the steps above, and the 2 securities still show up on the Web version.

    Should I delete these 2 Portfolios from the web and then resync from the desktop?

    Or do you have another suggestion?

    Thanks!

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