current budget won't sync to mobile app

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KATHLEEN DONOHUE
KATHLEEN DONOHUE Member ✭✭
edited May 2023 in Errors and Troubleshooting (Mobile)
My old budgets sync, but my current one will not. I've logged out of both the desktop and app, resynched to the cloud, even copied the budget.

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  • KATHLEEN DONOHUE
    KATHLEEN DONOHUE Member ✭✭
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    Please help! I can’t see my budget on the mobile app because it won’t sync
  • Quicken Kristina
    Quicken Kristina Moderator mod
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    Hello @KATHLEEN DONOHUE,

    Thank you for reaching out to the Community and telling us about this issue.  I'm sorry to hear you're running into this problem. First, while all budgets sync, the only one that should show up in the mobile app is the one that was most recently viewed in the desktop version.

    If your current budget is the one you most recently viewed and its still not showing up, follow these steps:

    Step 1: Reset the cloud data through the desktop program

    1. Go to Edit > Preferences > Mobile & Web.
    2. Click Reset your cloud data.

    Step 2: After resetting your cloud data 

    You'll need to sign out of the Mobile App and sign back in:

    1. Open the Quicken Mobile App.
    2. Tap the Menu icon  in the upper left.
    3. Tap the Logout button at the bottom of the screen. 
    4. Sign back in with the same Quicken ID.

    Thank you.

    Quicken Kristina

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  • Bilwit
    Bilwit Member ✭✭
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    I am having the same problem and reset my data and still the current budget used in the desktop version is not showing up in the mobile app. Resetting the data seemed to create another problem as well. I had not included my investment accounts for syncing and now they show up even though they are not selected in the Mobile/web tab. If I can;t get this corrected the mobile app is not useful to me. Can anyone help me? Thanks.
  • Quicken Kristina
    Quicken Kristina Moderator mod
    edited April 2023
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    Hello @Bilwit,

    Thank you for reaching out to the Community and telling us about this issue.  I'm sorry to hear you're running into this problem. When you reset your data, I assume you're referring to resetting your cloud data? If that is the case, I suggest you try manually resetting your cloud data by creating a test file and deleting your cloud account from that test file. After that, you would attempt to resync your main data file which should then create a new cloud account (this does not affect your data saved within that data file).

    First, please save a backup. From there, create a new data file (click here to view instructions, and review the section titled: "Creating a new file"). Once the new file opens, follow the steps below to remove your main data file's cloud account.

    1. Go to Edit
    2. Preferences
    3. Quicken ID & Cloud Accounts
    4. Click Cloud accounts associated with this Quicken ID (#) (this is not a button, it is written in blue underneath the "Edit dataset name" button)
    5. Select the Cloud Account Name used for your main data file and click Delete
    6. Type Yes and click Delete

    After that, switch back to your main data file (click here to view instructions, scroll down and review the section titled: "How to alternate between multiple files"). 

    Once your main file opens, resync your data by navigating to the Mobile & Web tab and clicking on the blue Get Started button, and then the blue Sync Now button and see whether or not the errors you were receiving persist. You can then also delete the new file you previously created as well as its cloud account.

    I hope this helps!

    Quicken Kristina

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