how to get quicken mobile to be usable

jrjmpls

my quicken mobile has one cash account that is show twice with two different values. it has two credit card accounts that are shown twice and another two asset accounts that are shown twice. Makes the totals meaningless and the doesn't appear to be any way to delete the duplicate accounts from mobile quicken. Tried chatting with quicken support and got no help and they just went away in the middle of the conversation.

Quicken Jasmine

Hello @jrjmpls,

If you haven't already, 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.

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. 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
6. Wait for the sync reset to finish
7. Navigate to the Mobile & Web dropdown menu 
8. Select Cloud Sync to resync your data and to make sure no errors occur
9. Wait for it to finish syncing 
10. Sign back in on your Quicken Mobile/Web app(s)

Once that is done, see if the issue still persists.

Let me know how it goes!

jrjmpls

the names didn't match. Don't understand why. But matching them fixed the problem.

THANX

Quicken Jasmine

Hello @jrjmpls,

I am happy to hear that we were able to resolve the issue.

Please do not hesitate to reach out with any further questions or concerns!