Why the mutual funds are not updated

ggiannella
ggiannella Quicken Windows Subscription Member
edited September 28 in Errors and Troubleshooting (Mobile)

when I check in the afternoom my portfolio perfomance only the stocks and ETF are updated, the mutual funds are not. So the total profit or loss miss the MF contribution. The problem started few months ago. This on my Samsung phone Galaxy 21 ultra. no problem with my desktop, window11.

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Answers

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @ggiannella,

    Thank you for reaching out tell us about your issue!

    Since you're seeing this issue in the Quicken Mobile app, I suggest resetting your cloud data from your Quicken desktop program. However, before doing so, first, verify that the Dataset name and the File name match each other identically by navigating to Edit > Preferences > Quicken ID & Cloud Accounts (see below). 

    image.png

    If they do not match, please click Edit dataset name and change the Dataset name to match the File name exactly the same (do not copy the file extension: ".QDF"). 

    Then, click OK in the preferences window and proceed to save a backup (just in case). From there, please follow the steps below to reset your cloud data.

    1. Sign out of your Quicken Mobile app
    2. On your desktop program go to Edit
    3. Preferences...
    4. Mobile & Web
    5. Make sure Sync shows it's ON and click on Reset your cloud image.png
    6. On the following screen you can leave the preselected option for "No, just reset my Cloud data", type Yes in the entry field to confirm, and click Reset
    7. Wait for the sync reset to finish
    8. Navigate to the Mobile & Web dropdown menu 
    9. Select Cloud Sync to resync your data and to make sure no errors occur
    10. Wait for it to finish syncing 
    11. Sign back in on your Quicken Mobile app

    Once that is done, see if the issue still persists.

    Let us know how it goes!

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

  • kfh000
    kfh000 Quicken Windows Subscription Member ✭✭

    I have the same issue. Mutual fund quotes are so delayed they update after midnight and always show 0 gain. All quotes seem to be very slow compared to the desktop application.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @kfh000,

    Thanks for chiming in and sharing your experience. Did you happen to try the troubleshooting steps I outlined for @ggiannella above?

    If you’ve already tried that and are still seeing the same issue, please let us know so we can look into this further with you.

    Thank you!

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

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