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How can I tell which data file Quicken Mobile App is accessing?

Select the :hamburger: the Image Added menu at the top left corner of the Quicken Mobile app. You will see your email, followed by the name of the data file (dataset) you are using.

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If you are having one of the above issues, check to see if you are accessing the same data file (dataset) as your desktop application. Often, people have more than one data file, and you may be accessing the wrong one. To switch data files in the Quicken Mobile App:

1. Select :hamburger: Image Added on the top left corner of your screen. Your current data file appear under your User ID.

2. Select :mobiledownarrow: Image Added. A list of your data files will appear.

3. Select the data file you want to use. The new data file will launch in your app.

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1. In your desktop application, go to the Mobile & Web tab.

2. Verify that Sync is turned on :Windows_Sync_On: Image Added.

3. Verify that your account is listed in the panel Accounts enabled on mobile and web.

4. If your account is not listed, select the Settings button, then Account Settings.

5. Select the checkbox by any accounts you want to sync with the Quicken Mobile App.

6. If it is not already selected, select Sync to Quicken Cloud.

7. Select Sync Now.

8. Perform an update :OneStepUpdate: Image Added.

9. Go to the Quicken Mobile App and sync (swipe down). Your account will appear.

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1. In your desktop application, go to go to Quicken > Preferences > Mobile, Web & Alerts.

2. Select Accounts.

3. Verify that your account is listed and the checkbox for your account is selected.

4. Verify that Sync is turned on :SyncOn: Image Added.

5. Select Update.

6. Perform an update :OneStepUpdate: update Image Added.

7. Go to the Quicken Mobile App and sync. Your account will appear.

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Synchronization issues
When using the Quicken desktop app and the Quicken Mobile App together, the key is synchronization. Always sync Quicken before and after each session. Information cannot be shared between the apps unless you sync. Be sure to perform an update :OneStepUpdate: Image Added before and after every session on your computer. To update your Quicken Mobile App, swipe down on the main screen.

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To sync your accounts, you need to update :OneStepUpdate: your Image Added your Win/Mac account before updating the Quicken Mobile App. If you still cannot see your account:

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1. In your desktop application, go to Quicken > Preferences > Mobile, Web & Alerts.

2. Select Accounts.

3. Verify that your account is listed and the checkbox for your account is selected.

4. Select Update.

5. Go to the Quicken Mobile App and update :OneStepUpdate: Image Added. Your account will appear.

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If you have created a new data file (dataset), and you have both saved your file to your Win/Mac machine and performed an update :OneStepUpdate: Image Added, you may need to set up your new data file (dataset) to sync.

1. Start your desktop application with the data file (dataset) you want to use.

2. Verify which data file (dataset) you are using. It should be the data file (dataset) you expect to see on the Quicken Mobile App.

   • Windows: Edit > Preferences > Quicken ID & Cloud Accounts > Dataset Name.

   • Mac: Quicken > Preferences > Connected Services > Cloud Account.

3. Ensure that Sync is set to On Image Added:SyncOn::

   • Windows: Edit > Preferences > Mobile & Web.

   • Mac: Quicken > Preferences > Mobile, Web & Alerts.

4. Update your transactions from your desktop program :OneStepUpdate: Image Added.

5. Log in to the Quicken Mobile App.

6. Verify that the data file now appears.

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1. Go to Quicken > Preferences > Connected Services.

2. Select See All Cloud Accounts.

3. Select any dataset you don’t want associated with your cloud account.

4. Select the :minus: the Image Added button.

5. Continue to remove datasets until you only see the ones you want associated with your cloud account.

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