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Q Mobile app: Panels are not populating

QJohnA

I only use three panels on the mobile app: Banking & Credit Cards, Net Income by Month, and Monthly Summary. I have an Iphone 17 Pro Max. In February IOS was updated to version 26, and the mobile app was updated to version 8.0. Since that time the Banking & Credit Cards panel has functioned flawlessly, but the Net Income by Month and Monthly Summary panels do not populate.

The Net Income by Month panel shows 'You don't have any transactions.'; however, if I tap on the panel, the underlying data is there displayed as it was before. Previously the panel displayed information for the last 6 months.

The Month Summary shows 'Net income: $0, Earned: $0, Spent: $0."; however, if I tap on the panel the underlying data is displayed as before summarized by Category and Payee. Previously the panel displayed a month to date summary of the underlying data.

I have tried resetting the cloud. I have tried deleting and resetting the cloud. Nothing has worked. I have held off reporting this because I thought someone else would have reported it by now, or it would have been corrected in a subsequent update, but that hasn't happened.

I have tried only one other panel, Net Worth, and that one appears to be working.

It's not critical that I see the Net Income by Month and the Monthly Summary panels, but I was seeing the information before, and I would like to see it again.

I had no problems with the mobile app prior to the release of IOS 26.

I am running Quicken release 67.10 on a Windows 11 Home computer. The current release of IOS is 26.5, and the current release of the mobile app is 8.20. My Qdata file resides on my computer.

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Comments

Quicken Laura

Hi @QJohnA,

Thank you for reaching out and for detailing the troubleshooting steps you’ve already taken; that information is very helpful. In many cases, resetting the cloud data does not reset the mobile dashboard layout.

One thing we can try is rebuilding the dashboard by removing and re-adding the problematic panels. Please follow the steps below:

Click Customize Dashboard.
Remove the problematic panels by clicking the eye icon located on the left side.
Click Save Changes.
Sign out of Quicken.
Close the application completely.
Reopen Quicken.
Sign back in.
Re-add the panels in question.

Please let me know how it goes.

QJohnA

This didn't work Laura. The panels are still not populating.

I reset the dashboard to default, saved the configuration, and signed out. On signing back in the only panels populating are Banking & Credit Cards, Net Worth, and Budgets. Recent Transactions, Top Payees this Month, Spending over Time, and Net Income by Month all say 'You don't have any transactions.' Tapping on these panels shows the underlying data. I don't use Bills & Income or Investments because I have none. I don't use Budgets either, but there is a number there.

I should mention that I have not only validated my Qdata file but supervalidated the file on several occasions. My Qdata file size is 102,464,556 bytes.

Quicken Laura

Hi @QJohnA,

Thank you for trying that.

Next, please deactivate and uninstall the mobile app, then set up the sync again using the steps below.

To deactivate the mobile app:

Click the Mobile & Web tab.
Click edit profile. The Edit Quicken Cloud Profile dialog displays.
If prompted, enter your password. Depending on how you've set things up, this may either be your Password Vault password, or your Quicken ID password.
Click [deactivate] next to the name of the phone or tablet in the Synced Devices list.
In the Deactivate Device dialog, click Deactivate to confirm.
Uninstall the mobile app.

Set up Quicken Mobile Sync in Quicken Desktop:

Open Quicken and go to the Mobile & Web tab. Depending on the sizing of the Quicken window, the Mobile & Web tab may be located in the More tab.
Click Get Started to select the accounts you want to sync to your mobile device.
Place a check next to each account you want to sync to mobile.
After selecting the accounts you want to sync, type your bank password(s) in the field(s) above the accounts and click Done. Then, click Done again on the Accounts Synced dialog.

To sync your Quicken data to Quicken Mobile:

Click Sync Now under the Mobile & Web tab

Reinstall the mobile app from the App Store.
Go to your mobile app and sign in with your Quicken ID
Swipe down on the Mobile App home screen. All the data from the cloud is then downloaded to your mobile device.

Please let me know if this helps or if the issue continues afterward.

QJohnA

Hello Laura,

I'm running Quicken Deluxe. I don't have the option of selecting 'Edit Quicken Cloud Profile' under Mobile & Web. My only options are "go to Mobile & Web' or 'Quicken Cloud Profile.' Choosing either, my only options are to Sync on or off. There is no Synced Devices List in either location.

The second photo was cropped to hide my name and address.

Quicken Laura

Thank you for letting me know @QJohnA.

Please try the following steps:

In Quicken Desktop, go to Edit > Preferences > Mobile & Web and turn Cloud Sync to Off.
Uninstall the Quicken mobile app from your device.
Return to Edit > Preferences > Mobile & Web and turn Cloud Sync back On.
Verify that all the desired accounts are selected for syncing.
Reinstall the Quicken mobile app from the App Store.
Sign back into the app using your Quicken ID and check whether the information is now displaying correctly.

Please let me know how it goes.

QJohnA

Hello Laura,

I followed these instructions, and the information is not displaying correctly.

These panels were working prior to release 8.0 and IOS 26. I must have some unique situation, but I don't know what it is.

I use Quicken solely as a register. I don't use any electronic downloads to reconcile my data.

Quicken Laura

Hi @QJohnA,

Thank you for working through all of the previous steps. I really appreciate your time and patience.

At this point, I recommend contacting Quicken Support directly for further assistance. They can guide you through additional troubleshooting steps in real time and escalate the issue if needed.

You can find the Quicken Support phone number here: Support Home | Quicken. Phone support is available Monday through Friday, from 5:00 AM PT to 5:00 PM PT.

I apologize that I could not provide a more direct solution, but please don’t hesitate to reach out again if you have any other questions.