web version balances don't agree to either desktop or iphone Quicken

PK2K

Using desktop version Quicken Personal & Business. Have been synching several cash & credit card accounts to the iphone app for a few months. Just tried the web version, and those same account balances don't agree to either the desktop balances or the iphone balances… Have been using Quicken since 1992 & regularly validate, etc. The issue seems to pertain to incorrect opening balances. Data for phone app/web is only visible back to 2017, which is fine. However, the web version seems to either have 'bad math' or is missing some of the 'hidden' history because three of the account balances are incorrect with differences originating with the first web version 'visible' transaction on May 1, 2017 where the desktop balance for one of the credit card accounts shows $182.54 vs the web balance is $98.36, a difference of $84.18. This agrees to the current balance difference in the same account after both 1) validating the desktop data and 2) re-synching. All three of the accounts with differences (one checking, & two credit card accounts with either Chase or Bank of America) have been fully reconciled to the most recent bank statements in the desktop version. Thoughts?

Screenshot 2025-08-06 Credit Card Web Version.jpg

Screenshot 2025-08-06 Credit Card Desktop version.jpg

PK2K

Thanks for your help/Closing this question now as have decided to skip using web/mobile Quicken since 1) investment portfolios are only 'summary'; 2) too many issues still to resolve with my data and 3) takes way too long now to run a one step update - i.e. typically only minutes vs now with cloud sync typically closer to 20 minutes. Thanks again.

PK2K

Thanks :)

Quicken Jasmine

Hello @PK2K,

Thanks for reaching out with this issue!

In order to further assist you, I would like to gather some more information.

1. On the accounts showing differences, do you see any “Opening Balance” or “Adjustment” transactions around the first visible date in the web version (May 1, 2017)? If so, do they match what’s in your desktop register?
2. When you view the account register in the web version, does it show the same number of transactions as your iPhone app or are some missing entirely?
3. Have you ever changed the account type for any of the affected accounts (e.g. from checking to cash or liability) since 2017?
4. Do the discrepancies remain the same even after doing a One Step Update + Sync from the desktop, or do the balances shift again?
5. For the two credit card accounts (Chase and BofA), do you know if they’re using the newer EWC+ connection method?
6. When you go to Edit > Preferences > Quicken ID & Cloud Accounts > Cloud Accounts, is there more than one listed under your login?

I look forward to your response!

PK2K

• 1) No 'opening balance adjustment' Mobile & Desktop are fine; 2) web & mobile only go back to May 2017 vs in desktop version, both the BofA checking account & the Chase credit card go back to 1994 while the BofA credit cards starts in April 2017 in the desktop version; 3) not that I recall; 4) yes, the differences remain static after re-synching; 5) both credit cards connected via 'Express Web Connect +"; 6) there are multiple accounts listed. I'll delete the extras Plus will try 'reset your cloud data'

PK2K

OK, so steps taken: 1) validated desktop data; 2) deleted multiple Cloud Accounts; 3) Reset cloud data.

Where we are now: Account balances agree in spite of a missing transaction? error message screenshot is attached. Confirmed that it's missing from both web & mobile, though fully reconciled in desktop. should I next delete & re-enter & then reset all over again?

Chase All accounts = showed that required reauthentication for both web & mobile, which was done, but even after signing out & back in the same error message persists (Received email from Chase that this was done). Guessing that I should deactivate for all Chase accounts & start them over again, plus then re-verify desktop data & reset yet again?

Screenshot 2025-08-15 171406.jpg

PK2K

Thanks for your help/Closing this question now as have decided to skip using web/mobile Quicken since 1) investment portfolios are only 'summary'; 2) too many issues still to resolve with my data and 3) takes way too long now to run a one step update - i.e. typically only minutes vs now with cloud sync typically closer to 20 minutes. Thanks again.

Quicken Jasmine

https://community.quicken.com/discussion/comment/20504702#Comment_20504702

I am happy to help.

Please reach back out if you would like to continue troubleshooting in the future!

PK2K

Thanks :)