Quicken LifeHub not updating account names that were changed in QMac

System
System Member admin
edited December 2024 in Using Quicken LifeHub

This discussion was created from comments split from:

Problems w/accounts between Quicken Classic and LifeHub

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Comments

  • John@64
    John@64 Member ✭✭✭

    I am having a problem with account names. I made some account name changes in Quicken Classic for Mac but the new names do not appear in LifeHub. The old prior names persist. This is an annoying problem because scanning all the Accounts does not look right.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @John@64,

    To troubleshoot this, in your Quicken for Mac, please navigate to Quicken>Settings, then select Connected Services. At the bottom, you should see a section for Quicken LifeHub. Make sure there is a checkmark next to Send file summary to Quicken LifeHub. Then, click the Resend button.

    Screenshot 2024-12-29 at 5.46.34 PM.png

    Please let me know how it goes!

    Quicken Kristina

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  • John@64
    John@64 Member ✭✭✭

    I followed your instructions but it not solve the problem. I have attached just two of the renamed accounts. In the Accounts list under Financial the changed names do not appear. If I click on Connect Quicken I get the Quicken Connection page. The changed names do appear there. The accounts show 12/30 as the updated date but yet the new names do not appear on the Accounts page. This needs to be fixed, otherwise the Accounts list will be very confusing to my wife.

    jimmy.png
    jacob.png
    old names.png
  • Quicken Kirby
    Quicken Kirby I do not have Quicken yet Member, Moderator ✭✭
    edited December 2024

    Hi @John@64,

    It's absolutely our intention that these should update as your names change in Quicken. We've got a ticket tracking this issue and the fix is being tested now. I'll let you know when it's been fixed. Thanks SO much for letting us know about the issue. I really appreciate it.

    (QLH-372)

  • John@64
    John@64 Member ✭✭✭

    What is the status on fixing this problem?

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for the follow-up,

    When I check the ticket (QLH-372), I can see it is in work. No ETA or further details are available at this time.

    Thank you!

    Quicken Kristina

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  • John@64
    John@64 Member ✭✭✭

    Hello. Please give me an update on:

    1. Quicken LifeHub not updating account names that were changed in QMac. Under the Accounts section, no changes made in Quicken appear. This is an old problem. What is the ETA of a fix?
    2. I keep seeing "sign up for the email digest". I still cannot see how to do this. The instructions I have seen do not reflect reality.
  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for the follow-up,

    When I check on QLH-372, I can see it's still being worked on. No ETA or additional information is available at this time.

    To sign up for the email digest, look for the circular icon near the upper right when you're logged into the Community. See sample image below:

    image.png

    When you click on the circular icon, you should see a dropdown menu.

    image.png

    Click on Account & Privacy Settings, then click on Notification Preferences.

    image.png

    You will find the option to sign up for the Email Digest at the bottom of the list.

    image.png

    I hope this helps!

    Quicken Kristina

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

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