Income Categories Not Matching between Windows and Web

MadisonFan87

Hello,

I use Quicken Classic Premier on Windows and sync to Quicken on the Web. For the past month (since February 2024), my income categories and rollover are not calculating correctly.

Classic: When logged into the desktop application, the category shows correctly. As an example, I started the month with a rollover value of -$5,000, a February 2024 budget value of $4,000, and $8,000 in income, leaving me $1,000 under budget. This is accurate.

Web: After syncing to the web, this category shows the same values, but that I am currently $9,000 over budget, which is incorrect. It appears that the rollover amount is calculating that I was "over" budget in January 2024, instead of being "under" budget, which actually is the case.

This is the largest variance, but I see similar issues on other categories. All expense categories appear correct, and the impact is only to income categories. I have attempted to reset my cloud data already, and also have tried to repair my desktop file, without success.

Are there any suggestions on how to resolve the issue?

Quicken Anja

Hello @MadisonFan87,

Before you reset the cloud the first time, did you also log out of Quicken on the Web before doing so and verify that the Dataset name and the File name match each other identically? If not, please do so 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 exact steps below to reset your cloud data again.

1. Sign out of your Quicken Mobile/Web app(s)
2. On your desktop program go to Edit
3. Preferences...
4. Mobile & Web
5. Make sure sync shows it's ON and click on Reset your cloud data
   
   
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.

Let us know how it goes!

MadisonFan87

Hi Anja,

Thanks for the response. I completed the steps, and unfortunately still have the same issues. After completing the sync, my income budget categories on the mobile app are incorrect and don’t match Windows.

In addition, I had a new issue where when I synced from the Windows application, it changed some but not all of my budget values from 2023 (I don’t use the Windows application often, other than to set initial budget values). I was able to quickly restore the numbers, but thought that might be related.