App not classifying transactions

Robert Lynch
Robert Lynch Member ✭✭
edited March 19 in Using the Mobile App

App is not classifying transactions that are reviewed and cleared already. I review and clear using my Mac, then go to "Sync to Mobile" and app should show most up to date and all details tie between platforms.

Answers

  • Hello @Robert Lynch,

    If the transactions are showing correctly in your desktop app, but are not reflecting correctly in the mobile companion app, then I recommend that you reset the Quicken Cloud.

    To reset the cloud, in your Quicken desktop app, go to Quicken>Settings.

    In the window that comes up, click on Connected Services (cloud icon), make sure it is seeing the correct Cloud Account nickname, then click the Reset button.

    After the reset completes, you may need to log out of your app and back in again. Once that is done, check to see if the issue is resolved.

    Please let me know how it goes!

    Quicken Kristina

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