My investing section on Mobile and web are wrong

Quicken Windows Subscription Member ✭✭✭✭
edited January 2022 in Investing (Windows)
I may have something set wrong. When I do the one step update, it looks like it works, but when I open the mobile app or Quicken for Web the information is wrong, my sales and purchases are not being recorded. I do the mobile tab “sync now” and tools>one step update. But they do not get my investments correct.

But everything is posted/recorded properly on Investing.quicken.com. 

Comments

  • Quicken Windows Subscription Moderator mod
    Hello @David Christopher,

    Thank you for coming to the Community to report the issues you are having, though I apologize that you are experiencing this. 

    Please first try resetting your cloud data. you can do this by going to Edit>Preferences>Mobile & Web>Reset cloud data.

    Then sign out of the mobile app and sign back in to see if your investments are now displayed.

    Thank you!




    Quicken Alyssa

    Quicken Alyssa

    Make sure to sign up for the email digest to see a round up of your top posts.

  • Quicken Windows Subscription Member ✭✭✭✭
    That did it. Thank you.
This discussion has been closed.