I am having a problem with losing data or data being changed in my Registers and Transactions.

Question

I am along time , non technical user of Quicken Clasic.

I think my issue started after the last update, but not sure.

I am on version Sonoma 14.5

Recently, when working to complete my taxes, I went to my Accounts, my bank, to give me my costs for a Category of my expenses.

I categorize my budget and try to follow it on a monthly/quarterly expense. I reconcile my bank account manually to my statement on a monthly. I am set on Auto Backup, and manually Backup and an irregular basis, the last time early January 24.

For some strange reason, several weeks ago when I went to get my Drug expense of CY 2023, I discovered that many cost categories had been changed from, in this case Drug to Uncategorized, in my search, I saw this happen in several other random Catagories.

I take with Quicken support about my problem, they could not give me an explanation as to why this happened and their only solution was to go back and manually enter the categories.

With Quickens help, I reviewed my Manual Backup and Auto Backup, same story. I would like to add, when I prepared my Budget for 2024, all categories were updated from my 2023 Expense Budget.

There is one other anomaly, my budget got corrupted, the Budget Item was eliminated from my  Edit Budget.

Any help out there?

jacobs · Answer

@Carroll Heyward  Your auto backups are not affected if you turn Quicken Cloud syncing off. The Quicken Cloud sync is basically creating a mirror of your data on Quicken's servers, and is specifically so you can access your data using the mobile app and/or web interface. If you don't use those tools, then you don't need to sync your data to the cloud. Although Quicken doesn't say that there are problems with cloud syncing, those of us who have been here a long time have seen repeated instances where users' data was impacted in some way due to problems with the cloud syncing. So the suggestion from @RickO (which I echo) is to turn off cloud syncing unless you really need to use the mobile app or web interface.

And the best sequence for these actions is to first go to Settings > Mobile Web & Alerts, set Sync to Off, then go to Settings > Connected Services, and click the Reset button under Cloud services. (There is always a Quicken Cloud file associated with your data file, but if Sync is off, it just contains some identity information and none of your transactions or your financial institution connection credentials.

Carroll Heyward · Answer

John, thanks, I did as suggested and will now go back and recategorize and hope for the best.

And RickO, I'm not sure I understand; will my auto backup be affected or will I have to manually back up.

John_in_NC · Answer

It's rare, but when users notice their correctly updated categories, etc. keep getting changed/lost, it is from Mobile Sync.

I would go into Quicken Settings, and under Connected Services,  choose to Reset the Quick Cloud data. You won't loose anything-it will upload a fresh copy of your data file from your desktop data.

Now, if your transactions already lost their categories, you will have to reenter them. But, what you enter should be retained moving forward.