The cash balance in my Other Investment account is showing on my Mobile app (Quicken Classic Deluxe - Canada) but transactions between that account and my chequing account are not syncing. Is that normal?
Hello @Jill2026,
Thank you for reaching out! It is normal for investment transactions to not sync, since investment transactions aren't supported in Quicken Mobile and Quicken on the Web. See this FAQ for more information:
I hope this helps!
Thanks Kristina. I'm still a tad confused, it says transfers are synced, but those are the transactions I'm not able to sync. The account is set up as "other investment", I only use it to keep track of its value, and cash transfers to my chequing account. The account and its current value shows up in the mobile app, but I can't update the transfers to my chequing account. I can see the transfer in my chequing account, but not change it or confirm it. Not a big issue, I can fix it on the web, just curious if I've set something up incorrectly.
Thank you for your response,
Based on your description, it sounds like you're doing everything correctly.
Because investment transactions aren't supported in Quicken on the Web and Quicken Mobile, transfers between the checking and the investment account have limited support.
When you document the transaction on the desktop app, it will sync, but you won't be able to edit it in Quicken on the Web or the mobile app. The screenshot below is a sample of how a transfer from an investment account would look in Quicken on the Web.
Thank you, appreciate your help!
I'm happy to help!
If you need further assistance, please feel free to reach out!
