Incorrect running balance - Quicken Web and Desktop vs. Quicken Mobile.

Gautam Tupil

My running balance in my checking account does not match my Quicken Desktop register. Quicken Web shows it correctly but it is incorrect on Quicken Mobile.

I was thinking of resetting my Cloud account. However since Quicken Web shows it correctly I was unsure about fixing this with a reset.

Any suggestions on how to fix this?

Gautam Tupil

https://community.quicken.com/discussion/7964654/incorrect-running-balance-quicken-web-and-desktop-vs-quicken-mobile

Correction: My running balance on Quicken Mobile for my checking account does not match my Quicken Desktop register…..

Quicken Anja

Hello @Gautam Tupil,

Thanks for the clarification!

If the data in your Quicken Desktop is correct, then the best way to fix the incorrect running balance on Quicken Mobile would indeed be to reset your cloud data. This will resync everything from the desktop to the cloud, ensuring consistency across Mobile and Web.

That said, if you’d prefer to hold off on doing a full cloud reset, you could try a quicker step first:
Open the Quicken Mobile app and pull down on the home screen to manually initiate a sync. Sometimes, this can correct minor syncing discrepancies without needing a reset.

If you decide to proceed with the cloud reset, please follow the steps provided below:

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 and Web apps
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
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 and Web apps

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

Let me know how it goes!

Gautam Tupil

Thanks @Quicken Anja. I performed a reset of my cloud data and it did fix the running balance of my checking account on Mobile and Web app Quicken. However, I noticed that every time I do a cloud reset either my checking or credit card account reconciliation gets screwed up on Quicken desktop. I have been using Quicken since 1992 and this has happened nearly every time. Not sure what causes the issue. I have to adjust a reconciliation balance - either a credit or debit to the account to bring it back to match the bank balances. It appears to delete certain transactions involving transfers - either with the checking or credit card accounts.

I also run a validation in Quicken to see if this fixes the issue but it does not. Also, is there a theoretical limit to the size of the Quicken data file .QDF - my current file size is 266 MB.

Nacho Daddy

I am having a similar issue. I have been using Quicken since 1990. Lately, my desktop and mobile account balances for one checking account are off by $11,215.18 which is the exact total of two transactions I had recently. They only show up once in both platforms, but the mobile platform balance is $11,215.18 higher than my desktop platform. My desktop platform balance matches the bank's balance, so I know it is an issue with the mobile/web platform. I have re-set my cloud data x2, renamed my dataset file, ensured my dataset file names match for both platforms. Turned sync off and on, multiple times. Deleted the sync accounts out of mobile and re-added. Nothing resolves this issue. I have spoken to Quicken tech support 2-3 times on the phone and chat. Is their an escalation team (tier2-3, etc.) that can research this issue for me? Please advise!!

[Deleted User]

@Nacho Daddy you don't mention other troubleshooting steps you tried so far. Have you tried a data file validate?

Click on File → Validate and Repair File → Validate File. Review the validate log or any messages. You can also try a super validate by holding Ctrl-Shift while clicking on "Validate and Repair File".

Try doing the validate both when you have Sync turned on and when you have it turned off.

Nacho Daddy

CaliQkn. OK, I ran Validate and Repair and Super Validate and Repair with both Sync on and Sync off for both methods of Validate. I also re-set my cloud data x2, logged out of Mobile and Web Quicken, then back in.Did not correct the issue. It has something to do with Quicken Web/Mobile that has the balance incorrect, as all transactions match. Both of these errors of the balance errors were deposits from my BoA main checking account where I think Quicken Web picked up the deposits before my Desktop version……….anyway, thanks for the suggestions anyway. I think my next step is to contact Quicken support (again) when I have an hour or two and see if there is anyway to do a balance adjustment to Quicken web/mobile without adjusting balance to Quicken Desktop as my desktop version matches my bank, so I know it is the valid one. My other option is to either just live with the balance difference, knowing it is there, or quit using Quicken Web/Mobile. Again, thanks for your input.

[Deleted User]

@Nacho Daddy I agree that contacting Quicken Support is a good next step. If you have time, please circle back and report results.

Nacho Daddy

I certainly will, as you appear to be quite active here, and you may be able to build a knowledge base……..and more people should close the loop.

Quicken Jasmine

https://community.quicken.com/discussion/comment/20503313#Comment_20503313

I agree with @CaliQkn. Please give @Quicken Anja's previous instructions a go!

Let us know!