Payees and favorites lost on Quicken Mobile iOS

DBBoulder

Quicken on iPhone required a password entry for the 1st time in years, then when I logged in, no payees were available. I reset and unsynced and resynced, now payees are there but Favorites do not work.

What happened? New release?

Quicken Kristina

Hello @DBBoulder,

To assist with this, please provide more information. Did you recently restore a backup or do a cloud reset (earlier than the one you specifically mentioned in your post)? Those are things that may trigger you to need to login on the app.

You mentioned that Favorites isn't working. In the mobile app, have you gone to Settings and verified that Favorites is turned on?

I look forward to your response!

DBBoulder

Nothing was changed prior to the problem happening first time. No updates on iphone. Payees were only visible for one account. Favorite payees were gone. (it was turned on an used previously, and was not turned off by me). I finally got things back by deleting, reinstalling, unsyncing, resyncing. I recreated the Favorite Payee list. All was fine for a day or two.

Then it all happened again. This time transaction history was lost, and it only showed a tiny set of transactions. Nothing before 1 week ago, and none of the upcoming scheduled entries. Very different than usual. Favorite payees lost again, nothing showing. List of payees showing was for a different account, not the one I was trying to enter.

I contacted your live support, got help. We did the whole process again- delete, install, unsync, resync. Got the payee list back, but Favorites list is gone, I had to manually select and recreate the list.

During all of this, the actual entry of transactions was fine. I could enter a transaction on the phone, create a new payee, and save it. Then sync the Quicken Classic Mac on my desktop and the transaction would be there. So nothing strange on the desktop/Mac, the problem and change in appearance was all on the iPhone. iPhone15, iOS 17.7.

I've been using the same apps on phone and desktop, same process of recording transactions for years, so I know what it looks like when it's working. Something changed on your end. 😀

Quicken Kristina

Thank you for your reply,

Has the issue returned since you reached out to Quicken Support for assistance?

If it has returned, then I recommend 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 proceed to save a backup. From there, create a new data file (You can do this by going to File>New… then following the prompts). Once the new file opens, follow the steps below to remove your main data file's cloud account.

1. Go to Quicken
2. Settings
3. Connected Services
4. Click the See All Cloud Accounts… button
5. Select the Cloud Account Name used for your main data file and click the minus sign at the lower left of the window.
6. Click Delete Cloud Account.

After that, switch back to your main data file (Go to File>Open Recent, then select your main file).

Once your main file opens, if it doesn't automatically prompt you, go to Accounts>Update All Accounts. You should get a message saying No Cloud Account Found and prompting you to create a new one. Click the button to create a new cloud account, then test to see if the issues you're encountering persist. You can delete the new file you previously created as well as its cloud account, if you'd like.

I hope this helps!