Quicken Mobile changes Checking account to Savings account but not on desktop

Diana

Quicken mobile is suddenly displaying one of my checking accounts as a savings account. I checked on my PC version, and the account is still showing as a checking account. But on the mobile App, this savings account is now at the bottom of a long list of savings accounts. Is there a new bug? Not that easy to submit a problem report on the App.

Quicken Anja

Hello @Diana,

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 (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 steps below to reset your cloud data.

1. Sign out of your Quicken Mobile app
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 app

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

Let us know how it goes!

Diana

I did all of that. Nothing changed.