Negative cash number show up under investments affecting N/W

ronnixon44
ronnixon44 Member ✭✭
edited May 2022 in Using the Mobile App
Can’t get accurate net worth total

Answers

  • Quicken Francisco
    Quicken Francisco Alumni ✭✭✭✭

    Hello @ronnixon44

    Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. I'm wondering here if we might be able to fix the issue by resyncing the cloud on your desktop. I'll leave an article down below. on how to do so depending on your operating system.

    https://www.quicken.com/support/troubleshooting-quicken-mobile-companion-app

    You should be able to find it under the I'm having trouble syncing to the Quicken Mobile App

    https://www.quicken.com/support/troubleshooting-quicken-mobile-companion-app

    Once you've had a chance to try let us know how it goes. If you're running into issues still we'll see what we can try next.

    Thanks,

    Quicken Francisco


  • ronnixon44
    ronnixon44 Member ✭✭
    Tried resetting and that didn't help. There seems to be a problem with Hidden and/or Separate accounts showing up in Investment portion of Mobile Report
  • Quicken Francisco
    Quicken Francisco Alumni ✭✭✭✭
    @ronnixon44

    Thanks for the update. We should be able to fix that by finding and removing the accounts on your desktop. I'll leave an article down below on how to do so. 

    https://www.quicken.com/support/how-set-and-sync-accounts-quicken-mobileweb

    Once you've had a chance to check to see if the accounts are correct. Additonally if you're having trouble let us know and also please let us know if you're using Mac or Windows. 

    Thanks,
    Quicken Francisco
  • ronnixon44
    ronnixon44 Member ✭✭
    Hi,
    thanks for the response. It appears a I dig in further, that the Hidden and separate accounts are being imported into the Mac Mobile App. Those balance are old and aren’t included in the Quicken Desktop balances. I don’t really want to delete all of them as they contain some data I might need in the future. Since they aren’t included in the Desktop balances, why are they being included in the Mobiler balances?
    Ron
  • Quicken Francisco
    Quicken Francisco Alumni ✭✭✭✭
    @ronnixon44

    Thanks for the update. What we're going to want to do is make sure the accounts are removed off of the sync. You can do this by unhiding the accounts we don't want. Afterwards make sure that you go to the account select and remove any of the accounts.  Once the accounts are removed you can hide the extra accounts again.

    Once you've done this let us know if the mobile sync is looking correct. 

    Thanks,
    Quicken Francisco
  • ronnixon44
    ronnixon44 Member ✭✭
    Deleted all the inactive accounts and that seems to have done the trick. I don't understand why they all transferred to the Mobile app and the Web app, but all seems well now. Thanks for your help.
    Ron
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