Quicken Web and Mobile are not displaying expenses correctly. Why and how to correct?

Bilwit
Bilwit Quicken Windows Subscription Member ✭✭
edited January 24 in Errors and Troubleshooting (Quicken on the Web)

I use Classic and just set up the web and mobile versions. All accounts display correctly and are in sync with desktop. But budgets and expenses are not accurate. Expenses for the month of Jan are shown as very high exceeding budget yet when you look at separate categories and the details the transactions show correctly but the totals displayed are incorrect. Is there a solution or are the mobile and web versions just inaccurate? Thanks for any assistance

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Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Bilwit,

    Thank you for reaching out! I can see that you contacted Quicken Support earlier today. Were they able to assist you with this budget issue?

    If they were not able to help with this (or the issue was discovered after they helped you get your accounts set up), then the first thing I recommend checking is whether all the accounts that factor into your budget are synced with mobile and web. There are some account types, like investment accounts, that are not fully supported in Quicken on the Web and the mobile app. If you have investment accounts in your budget, that may also be the reason the totals are off.

    I look forward to your response!

    Quicken Kristina

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