July 2024 Updates - Quicken Classic - Sync Issues

Rlb1973

When Quicken provided the last two updates in my Quicken Classic software, I immediately began to notice that my investments accounts were being "synced" to the Quicken Mobile & Web site. I have never added any investment accounts to the "sync" process. Due to my identity being compromised on numerous occasions, I have utilized STRICT protocols with sharing any of my data. This alarms me that my investment information (Schwab) is now being uploaded to the Quicken Mobile & Web site. Since the two most recent updates, I've gone into the Quicken website and deleted the investment information. However, every time I update my financial information for my mobile app, it re-adds the investment information. Not only is this frustrating, IT'S ALARMING that my information is being shared in this manner. On the SYNC site within my Quicken Classic software, I do not have any boxes checked for my investments to be "SYNCED". I definitely need Quicken to address and fix this with the most recent software updates.

Quicken Kristina

Hello @Rlb1973,

To troubleshoot this issue, in your Quicken file on your computer (not on the mobile app or Quicken on the Web) go to Edit>Preferences>Mobile & Web. Click the blue link next to the word "Accounts" and verify that your investment accounts are not selected.

If any of your investment accounts are selected, then click to remove the checkmark from each account you do not want syncing to the cloud. Click the "Update Accounts" button if you had to select or unselect any accounts. Once it finishes updating, check to see if the issue is resolved.

If the issue persists, the next step is to perform a cloud reset. To do this, in your Quicken file on your computer, go to Edit>Preferences>Mobile & Web, then click the Reset your cloud data link.

The reset should remove all information from the cloud, then upload it again from your Quicken file. This should remove all the investment information, as long as none of your investment accounts are selected to sync with the cloud. Once the reset completes, please check to make sure the issue is resolved.

Please let me know how it goes!

Rlb1973

This issue temporarily resolves even though I DID NOT have the Schwab investment information checked. As a reference point, I have NEVER added any of my investment accounts to the Mobile SYNC process. This problem only began with the last two updates to Quicken during July 2024.

I have followed this process multiple times and the investment information (Schwab) keeps syncing to the mobile web. I would like Quicken to resolve this issue with some sort of update. My other NON-Schwab investments DO NOT sync. When I look at the boxes of accounts to SYNC, ALL INVESTMENT ACCOUNT "boxes" are "unchecked". However, the problem returns with the Schwab accounts. Please advise.

Quicken Kristina

Thank you for your reply,

Since, unfortunately, the previous steps have failed so far, next, I suggest you try manually resetting your cloud data by creating a test file and deleting your cloud account from that test file. After that, you would attempt to resync your main data file which should then create a new cloud account (this does not affect your data saved within that data file).

First, please save a backup. Then, create a new data file (click here to view instructions, and review the section titled: "Creating a new file"). Once the new file opens, follow the steps below to remove your main data file's cloud account.

1. Go to Edit
2. Preferences
3. Quicken ID & Cloud Accounts
4. Click Cloud accounts associated with this Quicken ID (#) (this is not a button, it is written in blue underneath the "Edit dataset name" button)
5. Select the Cloud Account Name used for your main data file and click Delete
6. Type Yes and click Delete
   

After that, switch back to your main data file (click here to view instructions, scroll down and review the section titled: "How to alternate between multiple files"). 

Once your main file opens, resync your data by navigating to the Mobile & Web tab and clicking on the blue Get Started button, and then the blue Sync Now button and see whether or not the errors you were receiving persist. You can then also delete the new file you previously created as well as its cloud account.

I hope this helps!

Rlb1973

Dear Kristina,

I have tried all the above recommended remedies for this issue. None have worked. I believed this is all because of the last 2 Quicken updates and how those are impacting my Schwab investment accounts. No other investment accounts are syncing to my Mobile & Web site. I need direct assistance on this matter. Please help. Thank you.

Rlb1973

Dear Quicken,

I'm waiting for Quicken to address this problem with my Schwab investment accounts "BECAUSE" of the last two updates in July. For security reasons, I have "never" included any of my investment accounts in the Web and/or Mobile environment. All boxes on the SYNC screen are "unchecked" for my investments; however, the Quicken software continues to SYNC my Schwab investment accounts. To me, this is a very serious matter that needs immediate attention. Please advise.

Quicken Kristina

Thank you for your reply,

Since the troubleshooting did not correct the issue, I recommend that you contact Quicken Support directly for further assistance as they have access to tools that we on the Community can't access, and they can escalate the situation as needed.  The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

I apologize that I could not be of more assistance!