Uncategorized TRX on Mobile when already categorized on desktop

Elaine2

Is there a solution or an answer as to why— mobile TRX are often marked as uncategorized. Not all but some.

I don't use the mobile app because of this

Would primarily like to generate a quick report on the mobile app to indicate how much I have spent on a particular category, like food or dining out.

Otherwise, the mobile app is mostly useless to me.

Thanks in advance for any replies.

Quicken Anja

Hello @Elaine2,

Thank you for reaching out! What you’re describing is usually caused by the Mobile app being out of sync with your desktop data. Since the Mobile app functions as a companion app to the desktop program, it relies on the Quicken Cloud to reflect your desktop information accurately.

When that sync gets out of alignment, it can sometimes cause transactions to appear as Uncategorized on Mobile, even though they’re categorized correctly on the desktop.

To troubleshoot this, I recommend performing a Cloud Reset, which will rebuild your Mobile data from your current desktop file. I’ll provide the step-by-step instructions for that below. However, before doing so, first, verify that the Dataset name and the File name in the Desktop program 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 app
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 app

Once the reset is complete, your categories should appear correctly again on Mobile.

Hope this helps!

Quicken Anja

Hello again,

We haven't heard back from you in a while. Do you still need assistance?

Thank you!

Quicken Anja

Hello again,

Due to the lack of response, I went ahead and closed this post.

If you still require assistance, please feel free to start a new post.

Thank you!