Budget totals on mobile and web app not correct

248293

The budget on the desktop app (subscription Quicken for Mac) is correct. On the mobile app, all of the transactions appear to be correctly synced, but the totals for each budget category are incorrect. It seems that not all transactions are being included in the totals. For example, on the computer:

Books: $51 of $100

while on the mobile app:

Books $21 of $100

If you click the category on the mobile app to view transactions, all transactions are there, amounting to $51. But only a few are being counted, amounting to $21.

This issue unfortunately makes budgeting on the mobile app nearly useless: I cannot depend on any of the numbers in the budget being correct, so I cannot possibly make a financial decision based on budget numbers (isn't that one of the points of a mobile app?).

I have tried resetting and updating the cloud accounts multiple times. This does not appear to be a sync issue since all of the transactions seem to be accounted for.

This is exactly the problem described in this Jan 2020 thread:

https://community.quicken.com/discussion/7868109/budget-amount-displaying-incorrectly-on-mobile-app

Quicken Anja

Hello @248293,

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

I know you mentioned having already tried resetting your cloud, however, when you did so, did you also sign out of the Mobile app first as well as turn off sync in the process of resetting the cloud?

If not, then to start with, I suggest that you please try to reset the cloud again 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 and 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!

248293

Thanks for the reply Anja. Sorry for the delay, I didn't realize a comment had been made in this thread.

I just followed this procedure, making sure to sign out of the app before going through it. I can't remember if I had tried this exactly before, though I had gone through similar procedures at least.

Unfortunately, it did not solve the problem :(

For me at least, it seems that transactions before a certain date are the ones effected by this glitch. I'm not sure what's special about that date: I can't attach it to anything significant.

Quicken Anja

Thank you for your responses, though I apologize that you are still experiencing this. 

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 again. 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 resolves 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!