How do I get my cloud data to sync properly - it is missing the entries for one investment account.

sksailr

I am using Quicken Deluxe R40.28 Build 27.1.40.28 Canada on Windows 11 Home. I entered a new investment account a few weeks ago and entered all the data to bring it current. When I use the mobile app I see the account name but the app indicates "no holdings" and therefore a $0 balance. This is also what is seen on the web. Everything else appears to be syncing normally. I have signed out of the app, signed out of quicken desktop, reset my cloud data and rebooted my phone and computer. I would appreciate any further steps I can take. Thanks.

Quicken Anja

Hello @sksailr,

Since you are currently still running version release R40.28, to start with, I recommend updating your Quicken program to the latest Canada version release; R55.15 and see if doing so will help resolve this issue.

To update, please navigate to Help > Check for updates, or you can download and install the R55.15 Manual Patch through this support article. 

Also, please note that after updating your desktop version, you may need to sign out of your mobile app, reinitiate mobile sync from the desktop, and then sign back in on the mobile app.

Let us know how it goes!