Sync Issue

Rick Milton

I have had this issue before and it's reappearing:

I'm having problems with Quicken and syncing. I've changed some scheduled transactions and when I sync, the old schedule comes back after I sync. It appears that the scheduled transactions are coming back from the cloud sync, instead of updating the cloud with the new scheduled transactions.

Hopefully I'm making sense with this.

I've changed the splits in both Quicken AND online and saved them. I've reset the cloud data, and it is still there!

I don't know if I'm not accessing the data correctly — I've gone into my calendar and clicked on the transaction and then into the splits that I wanted to change. I've also gone into the memorized transaction to make sure that THIS is also saved correctly, but it SEEMS to pull from the calendar data, not the memorized transaction. This is a weekly scheduled transaction and just is plainly screwed up and keeps coming back after I sync!

HELP!

Rick

[Edited-Readability]

Quicken Alyssa

Hello @Rick Milton,

Thank you for sharing your experience and reporting the issue you are running into with the cloud sync.

Let's try resetting your Quicken cloud to resolve this issue.

1. Go to Edit.
2. Select Preferences.
3. In the left pane, select Mobile & Web.
4. In the right pane, under Quicken Mobile & Web, click Reset your cloud data.
5. In the Reset Your Cloud Data dialog, type yes, and then click Reset to confirm the reset.

Let us know if the issue persists after doing this.

Thanks again!

Rick Milton

I can't see where my reply was posted, so I apologize if it posts twice.

I must not have made myself clear, but I have already done the above reset. When I go in and look at the scheduled transaction online (cloud) it's not correct, so I change it as well as change it in my Windows version of Quicken. I'm not sure how it gets screwed up, but when I go back in and sync again, both the places (cloud and Windows version) both have the same mistakes again — it's has to do with the memo line - I've changed some of the memos on the schedule transaction, but it keeps replacing the what I want with what was there before.

I've also noticed that it screws up the categories the bottom line of the deposit is correct, but the category amounts do not correspond correctly — it's my paycheck, so I do the same deposit each week, but one week the fed withholding is one figure and the next week it's another figure — and the figure that SHOULD be for fed withholding is now recorded for state withholding! Each of the categories is correct each week, it's the figures and the memos are changing by the sync, but the bottom line of the deposit is correct each week! It's madding as I have to go back and check each week and change the figures in my Windows version of Quicken!

It ONLY happens if I sync, which I need to do because I can't have Quicken on two computers like I'd like (home and office).

Rick Milton

I also see that THIS reply didn't post!

I went ahead and made sure that everything was correct in Windows Quicken and then did another rest of the cloud data (not doing a sync before uploading) and when it was done, I checked the cloud. All the amounts and categories were correct, but the memos were incorrect! If I did a reset, everything should have been what I had in my Windows Quicken, exactly, but the memos were all screwed up!

Rick Milton

UPDATE

I deleted the scheduled transaction and reentered it. SO FAR it seems to have taken care of the problem…….stay tuned!

Rick

Quicken Alyssa

@Rick Milton,

Thank you for following up with your progress.

If you need more help, let us know!

Thanks again!

Chris_QPW

It ONLY happens if I sync, which I need to do because I can't have Quicken on two computers like I'd like (home and office).

Just to be clear "Sync to Mobile/Web" isn't a sync between two Quicken Desktop data files. If you have two computers with a data file that was copied from one to the other and now you are running "Sync to Mobile/Web" from both of them to try to keep them in sync, you are asking for all kinds of problems.

The only way to maintain a Quicken Desktop data file on two computers is by copying it from one to the other and only open/edit on the "current copy".

As in you have Computer A, with a data file. You open it and edit and such, and then close it.

Then you copy that data file to Computer B, and open it and edit and such, then you close it.

Then you copy the data file back to Computer A, and repeat.

It is strictly one machine at a time, and which ever computer you are opening the data file on it has to be the most recent copy of that data file.

Rick Milton

I thought things were going well and I was syncing back and forth with no issues. A sync or two ago, I checked my windows schedule transaction for next week (a deposit of my pay check) and noticed that one of the memos in a category was copied. This particular memo had a blank line, but had the memo from another line had been copied into this category's memo. I fixed the scheduled transaction, sync'd it several times as I had made changes or posted other bills, etc. It seemed to stay.

TODAY after syncing, I went to next week's scheduled deposit. MANY of the blank memo lines had the memos that I had put for other categories into the blank memo lines. Also the deposit amount (bottom line) was correct, but ALL the category figures had changed. If I had that $100 was a category for fed withholding, it changed that to $100 for state withholding. If I put $25 for state withholding, it put that down for FICA — it changed all the figures, but kept the bottom line of the withholding the same!

I thought I had it fixed by deleting the scheduled transaction and then re-entering, it but it seems that something is happening in the syncing process that is messing with the transaction. I don't know if it's happening with the online/mobile or with the windows Quicken. I just know that I'm very frustrated and it keeps reappearing and if I don't check it after EVERY sync, I don't have any idea if next week's scheduled transaction will be correct or not!

I've had something similar happen with other scheduled transactions where it either changed the date (birthday checks) or changed the amount of the checks. I must be the only one with this issues, but I don't know what to do!

ALSO — I'd LOVE to be able to copy my database from my home computer to my office computer, open it review things or pull a report, but NOT CHANGE data, but was told that I couldn't do that — it wouldn't work, so I deleted the Quicken for Windows on my office computer and was told to only use the mobile version if I wanted to review things. I just want to review things at the office, not post bills or anything else. IS THAT POSSIBLE?? I back up the data to dropbox after every session.

HELP, please!

Rick Milton

So I completely deleted the scheduled deposit transaction and sync'd, checking to make sure it was removed from the cloud, which it was after syncing. I then went back in and re-entered the transaction, using a different name and making it a scheduled transaction. I then reset the cloud with the data.

After doing this, I went back to the scheduled transaction and noted that the order of the categories that I had put them in (as per the order of the deductions on my paycheck) had all switched. All the amounts (so far) have stayed the same, but blank memo lines were changed with lines that I had put for other categories!

I'm at a total loss! I'm about to give up on syncing, reinstall Quicken on my office computer, only look at things on the office computer, and hope that I don't mess up my home (where I do all the work and enter data) computer's data file.

Something is messed up badly!

[Edited - Readability/Langage]

Chris_QPW

I like a lot of long-time users including the SuperUsers don't trust Sync to Mobile/Web not mess things up, too many reports of such problems.

On the using the same data file on two different computers. Of course, the first thing people think of is putting their Quicken Desktop data file in a cloud folder and then just have it "sync it" to the other computer and use it there. In fact, Quicken's default location for the Desktop data file is in OneDrive if you turn on OneDrive to back up your Documents folder. But there are warnings about doing that.

The first is that it is possible for such a service to try to sync your data file when Quicken doesn't have it in a good state, or it might lock it when Quicken wants to access it, giving errors. Or for the very naive person opening the data file on both machines at the same time and changing things (there is no way for these services to know how to do a proper syncing of data from two different edits)

This problem can be eliminated by doing one of two things. Either turn off that sync while using Quicken. Or have the data file outside of the cloud folder, and when you are finish close Quicken and use Windows File Explorer to copy the data file to the cloud folder. And then on the other machine copy it out of the cloud folder to a local folder and open it there.

Quicken really doesn't care what computer you open the data file on, but it is extremely important that you are always opening the "most current copy". Ever data file is connected to some online data. As you change your data file and do things like One Step Update, you aren't just changing data in the data file, you are also changing data on the server. And those two need to stay in sync.

Following these steps you not only can view your data on the other machine, but you can also do whatever edits and online services that you like.