Quicken Web Categories Gone

CHSIMB

I'm working on small non-profit. We've used Quicken for years and categories. I tried to set up desktop Quicken to print one report the web version can't. I'm guessing the web version synched with the desktop version and changed all of my categories to basic, generic categories. How do I reverse this? I've always only used web version and haven't backed up because I never thought it would change the categories, so now what do I do?

Quicken Kristina

Hello @CHSIMB,

To assist with this issue, please clarify some information. Was it the categories in your Quicken file that changed, or was it the categories in the Quicken on the Web companion app that changed?

If it was the categories in the Quicken file that changed, then you can get the original category information back by restoring a backup from before the problem happened.

If it was the categories in your Quicken on the Web companion app that changed, then there are a couple things you'll want to check. First, do the changed categories match what is in your Quicken file? If yes, then that's probably why they changed in the web app. If no, then, in your Quicken program, you will want to reset the Quicken cloud. To do this, go to Edit>Preferences>Mobile and Web and click the blue Reset your cloud data link.

Once the reset completes, log out of Quicken on the Web, then log back in again and check to see if the issue is resolved.

In Quicken on the Web, click on the profile icon at the bottom right. It should show you the Quicken cloud accounts that it sees. Usually the cloud account name will mirror the name of the Quicken file it's associated with. Verify that you are in the correct cloud account. If you are not on the correct account, click to the correct cloud account and check to see if you're now seeing the correct information.

Please let me know how it goes!