Enable Investment Transaction Sync (Dividends/Interest) for Quicken Mobile/Web reports)

kennychan

Description:Currently, Quicken Classic for iOS only syncs investment balances and holdings. It does not sync investment transactions (specifically Dividend, Interest, and Capital Gain actions).

This causes a major discrepancy in the Mobile App's "Net Income" and "Income vs. Spending" reports. For users with significant brokerage or retirement income, the mobile reports show an "incorrect" net income because they exclude all investment-related earnings that are clearly visible and categorized on the Desktop version.

Requested Change:Allow investment transactions (at minimum, Income/Dividend actions) to sync to the Quicken Cloud so they can be included in the Mobile App’s Net Income and Spending reports, ensuring parity between the Desktop and Mobile dashboards.