Account Balance Issue

Question

My account balance has been incorrect in the Quicken Classic mobile app for at least a couple of weeks now. When I use the Quicken desktop app, everything syncs and the balance is then correct in the mobile app. Previously, I was able to see the most up-to-date information by using the mobile app. Any ideas on how to fix this?

Jennifer_S · Answer

@Sceptic Thanks! I appreciate the help. This is for a checking account. I sync to the cloud every time I use the desktop app. Sometimes transactions are missing in the mobile app, and the account balance is way off. Sometimes the balance is incorrect because the most recent transactions have not downloaded from the bank.  I completed steps 1-4, and everything looks correct for now. I'll try step 5 if the problem persists tomorrow.

Sceptic · Answer

@Jennifer_S - if the account balance becomes correct immediately after syncing Quicken Desktop, that suggests the cloud data is being updated from the desktop but the mobile app is not receiving current data on its own.

A few things I'd check:

* In Quicken Windows, go to Mobile & Web → Accounts and confirm that the affected account is still selected for sync.
* Run Mobile & Web → Sync Now and verify the balance updates correctly on the mobile app.
* In the mobile app, sign out and sign back in with your Quicken ID, then force a refresh (swipe down on the home screen).
* If only one account is affected, try turning sync off for that account, perform a cloud sync, then re-enable the account and sync again.
* If the problem started recently and continues, try Edit → Preferences → Mobile & Web and reset the cloud data (this will rebuild the cloud dataset from your desktop file).

A couple of questions:

* Is this a banking, credit card, investment, or loan account?
* When the balance is incorrect in the mobile app, are transactions missing, or is the transaction list correct but the balance alone is wrong?
* Are you expecting the mobile app to download new transactions directly from the financial institution, or does the balance become correct only after opening Quicken Desktop and syncing?

Sceptic · Answer

@Jennifer_S - how often do you sync to mobile when you are using the desktop app?  Do you sync each time you close the Quicken desktop app?