Syncing Quicken Causes Next Year Budget to go Haywire

LapinRouge

Hello!

I've read many discussion posts on here and Reddit about people having similar problems. However, none of the answers seem to have fixed the problem for me.

I use Quicken iOS regularly, so I would like to continue to be able to do so, if possible, but I have note ever been able to create a useful next-year budget due to the issue. I also have through imports and manual entry pain-stakingly added all transactions pre-Quicken through 2020 (so, I added the transactions from all my accounts between January 2020 and July 2023, which is when I started to use Quicken).

I tried:

1. Reverting to a February 2023 version of Quicken
2. Creating a new budget (happened on the new one, too)
3. Disabled and re-enabled sync
4. Validated Quicken file
5. Super validated Quicken file
6. Reverted to an old Quicken file before I added the 2024 budget, re-added all online accounts, re-did all changes between the two files manually

I may be forgetting things I've tried. I'm just so frustrated to have lost many hours on this issue because of how long a couple steps took to get back to current.

Quicken Jasmine

Hello @LapinRouge,

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. 

First, backup your Quicken file.

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/Web app(s)
2. On your desktop program go to Edit
3. Preferences...
4. Mobile & Web
5. 
   
   
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.