phone app transactions not synching

PK2K

Desktop version is Quicken for Personal & Business. Have synched cash & credit card accounts to iPhone app for several months now and balances are correct. However, I've noticed that in some of the accounts (e.g. chase credit card & chase checking & savings) that many of the transactions are showing in the phone app 'as if' they are 1) still pending with the blue dot plus 2) show as 'uncategorized.' Several of the transactions are repeating like monthly account interest.

Screenshot 2025-08-06 iphone Quicken.jpg

For one of the credit card accounts, basically all of the transactions before February 2025 likewise show as pending & uncategorized.

Meanwhile, in the desktop version, these same accounts/transactions are fully categorized and reconciled up to date.

Suggestions?

Screenshot 2025-08-06 Desktop Quicken.jpg

PK2K

Follow-up: Seems to now be resolved via steps taken for my other issue posts via:

1. Removing unnecessary Cloud Accounts via Edit > Preferences > Quicken ID & Cloud Accounts > Cloud Accounts
2. Performing a 'Reset Cloud Data'

Wish I'd known these steps earlier. Thanks! :)

Quicken Jasmine

Hello @PK2K,

Thanks for reaching out — before we dig into possible fixes, I have a few questions to help narrow this down:

• Are the affected transactions showing as pending and uncategorized in just the mobile app, or are you seeing the same thing if you log into the web app as well?
• For the repeating interest transactions — are those ones you’ve entered manually, downloaded from the bank, or created as scheduled/recurring reminders?
• In the desktop version, if you go to Edit > Preferences > Mobile & Web, are all the accounts you're seeing issues with currently enabled for sync?
• Have there been any recent changes to the account names, categories, or account types for the affected accounts?
• When was the last time you used Reset Cloud Data, if at all?
• Finally, are all the transactions that show up as pending and uncategorized dated before the current month, or are there newer ones doing it too?

Once we have a better sense of where the disconnect is happening, we’ll know whether it’s a sync issue, a cloud data issue, or something else.

PK2K

• 1) yes, just the mobile app. Both desktop & web show as posted & categorized; 2) Repeating Interest = probably a combination of manually entered vs downloaded… Many are from more than a year ago, so hard to recall. Again, issue only happening in mobile version; 3) Yes, and synched; no recent changes that I can recall; 5) not familiar with reset cloud data, can certainly try…; 6) all of the 'problem' transactions are older - e.g. January 2025 or before/recent ones are fine

PK2K

Follow-up: Seems to now be resolved via steps taken for my other issue posts via:

1. Removing unnecessary Cloud Accounts via Edit > Preferences > Quicken ID & Cloud Accounts > Cloud Accounts
2. Performing a 'Reset Cloud Data'

Wish I'd known these steps earlier. Thanks! :)

Quicken Jasmine

https://community.quicken.com/discussion/comment/20504234#Comment_20504234

Thanks for coming back to share.

We are happy to hear that everything is resolved now and working correctly.

Please don't hesitate to reach out with any further questions or concerns!