Synchronizing accounts

RNeisser
RNeisser Quicken Windows Subscription Member ✭✭
edited October 2024 in Errors and Troubleshooting (Windows)

I have windows 11 Quicken classic. It seems that every other day I have to go in under mobile & web and reset the accounts that I want to synchronize. Is that the way it should be? I have the most Updated version.

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    What's prompting you to do that? Is there a specific error, or message?

    And, when you do TOOLS, Account List … what shows as the Financial Institution for these accounts? What type of accounts are they and what shows as in "Transaction Download" for these accounts?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • RNeisser
    RNeisser Quicken Windows Subscription Member ✭✭

    Thank you for your prompt inquiry. Well I will notice that my phone quicken app does not include totals for Investments or some other category. In other words the total amount of assets shown on my phone is incomplete. So then I'll go on to my quicken on my computer and find that the accounts listed are not checked off to sync and I will have to check them off again only to have to repeat this every few days.

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