Why do I keep getting the below cloud sync error

dumb bunny
dumb bunny Quicken Windows Subscription Member

About 2 weeks ago I started getting this error every time I cloud synced:

"The investment holding for investment account and security was not synced.

I am attaching a screen shot

quickenError.JPG

Answers

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭

    Hello @dumb bunny,

    Thanks for reaching out!

    Before we jump into steps, I have a few quick questions to help narrow things down:

    1. Are you actively using Quicken Mobile or Web, or is Cloud Sync just running in the background?
    2. When this message pops up, does it always say the same investment account and security, or is it vague like the one in your screenshot every time?
    3. Have you recently added, deleted, or edited any of your investment accounts or securities?
    4. If you open that investment account in your register, do you notice any placeholder transactions (they’ll usually be gray and labeled “Placeholder”)?
    5. Outside of Cloud Sync, is the account still downloading transactions and updating correctly when you run One Step Update?

    Let me know!

    -Quicken Jasmine

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  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭

    I haven't heard from you yet. Are you still experiencing this issue?

    Let me know!

    -Quicken Jasmine

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  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭

    Checking in once more before this thread is closed due to no activity.

    Let me know!

    -Quicken Jasmine

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  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭

    This thread has now been closed. Please begin a new discussion if you need further assistance.

    Thank you!

    -Quicken Jasmine

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This discussion has been closed.