Quicken Mobile App Shows $0.00 for My Uploaded Investments

Hullo @jpreine,

Give thanks you for reaching out to Quicken Customs. I apologize you are having this issue. I would recommend resetting your cloud data set, then attempting to resync. Before starting this process delight ensure that y'all have backed upwardly your file.

To reset your deject data select Edit >Preferences >Mobile & Web >Reset your cloud information.

When you have a moment please attempt the steps above and let usa know how it goes!

-Quicken Paloma

Thank you for your response Paloma. Resetting my cloud information did not fix the problem. I also created a new Quicken "testfile" and added ane of my investment accounts to this file and synced to mobile & web...the data was correct in mobile & spider web app for "testfile". And so I went back and opened my normal datafile in Quicken and tried to re-sync only same result happened....none of my securities values are being uploaded to mobile & web app? Do you have any other ideas?

Hullo @jpreine,

Thanks for taking the fourth dimension to visit the Community and telling u.s.a. about your upshot equally well as trying the reset instructions that were previously provided by Quicken Paloma, though I apologize that yous keep to experience trouble and for the delay in receiving a follow-up response.

Next, I advise you lot try manually resetting your cloud data by creating a test file and deleting your cloud account from that exam file. After that, you would attempt to resync your main data file which should so create a new deject business relationship (this does not affect your data saved within that data file).

Before doing and then, offset, verify that theDataset proper nameand theFile proper name friction match each other identically by navigating toEdit > Preferences > Quicken ID & Cloud Accounts (run into below).

If they do not match, please clickEdit dataset name and change the Dataset proper noun to match theFile name exactly the same (do not copy the file extension: ".QDF").

And so, clickOK in the preferences window and go along to salvage a backup (just in case). From there, you will then need to sign out of the Quicken Mobile and/or Spider web app(s), and on your desktop program, create a new data file (click hither to view instructions, whorl down to Instructions and open the blue dropdown section titled: "Creating a new file"). One time the new file opens, follow the steps below to remove your master information file's cloud account.

Go toEdit
Preferences
Quicken ID & Cloud Accounts
ClickCloud accounts associated with this Quicken ID (#) (this is not a push, it is written in blue underneath the "Edit dataset name" button)
Select theCloud Account Proper noun used for your chief data file and clickDelete
BlazonYes and clickDelete

Later that, switch back to your chief information file (click hither to view instructions, curl down to Instructions and open the blue dropdown section titled: "How to alternating between multiple files" ).

Once your main file opens, resync your data past navigating to theMobile & Webtab and click on the blueSync Now button. If successful, sign back in on your Quicken Mobile and/or Web app(s) to see if this resolved the consequence. Y'all can so also delete the new file you previously created besides equally its deject account.

Allow united states of america know how it goes!

Thanks Anja for the suggestion. I followed the above steps to manually reset my cloud data and this did Non fix the consequence. My Quicken Mobile and Spider web app still exercise not show my securities value for my investment accounts associated with my main information file. I too added one of my investment accounts to "my new testfile" and synced to mobile & web accounts....the securities value did evidence correctly in mobile & web app for this testfile. What are your suggested next steps? Thanks.

Give thanks you for trying that, though I'm pitiful to hear that the issue still continues to persist.

If you lot've fabricated any changes to your data file since your last response, please save another backup merely in instance yous need to revert dorsum afterward troubleshooting.

Next, I propose that you once more sign out of the companion apps, and so navigate to the Mobile & Spider web tab and click the gear icon located on the correct next to the box titledAccounts enabled on mobile and web and clickBusiness relationship settings (see beneath).

From there, on the following screen, become ahead and uncheck your investment accounts that practise non currently bear witness securities value in the companion apps, then clickUpdate Accounts.

Once that is done, attempt to reset Deject Sync again by navigating to Edit > Preferences > Mobile & Web > Reset your cloud information.

After the reset has been completed, navigate back to theMobile & Webtab and theAccount Settingsgear. Re-check the checkboxes to re-add your investment accounts to Cloud Sync and clickUpdate Accounts. After that, go alee and sign back into your companion apps to see whether or not the issue has been resolved.

Check back and let the states know how it goes!

I just finished these steps simply information technology did not resolve the effect. My securities values notwithstanding show to be zero on mobile & spider web app. Wow, this is extremely frustrating. Are at that place any additional suggestions? I really demand to get this resolved equally I rely heavily on being able to view my accounts remotely. Cheers.

Thank you for following upwardly, though I repent for the frustration this result is causing yous.

At this point, I believe it may be best if you reach out toQuicken Support directly for further aid then our support agents can further investigate and perhaps file an escalation if they see fit as I suspect that this result may require help from our Tier 2 team.

I apologize for whatsoever inconvenience! Thank y'all.

I had the aforementioned outcome. The previous fix no longer works. I repeated the steps recommended by support and even spoke with support over chat. According to them the mobile app does not show securities or investments.

I volition effort calling on Monday.

Anja, Paloma, (and young man frustratees),
I, too, accept been having the aforementioned problems for over a month: MOST my investment accounts on the Quicken mobile app (Android) are showing up with no assets at all, or with the cash balances but with no holdings. I say "MOST" considering three of my 22 investment accounts exercise appear in the mobile app with the correct holdings.

I have followed all of your suggestions to a "T" multiple times merely I get the same results each fourth dimension: a fraction of my holdings appearing on the mobile app.

With and then many of use experiencing this, it certain looks like a software effect.
The Quicken phone support team is unremarkably fantabulous, but I have often had experiences where we spend hours on the phone only to find out we have to wait for a software fix. I don't accept the bandwidth for that again. Please propose every bit to if this is being addressed at the developer level and when we will see a fix, or if anyone is having success with phone back up and what they are doing to fix the consequence.

I believe that I am using the latest Quicken versions: for Windows ten (R36.38, Build 27.1.36.38) and Quicken Mobile for Android 6.12.0 (25695). Thank you!

Hello Quicken Team (Anja, Paloma). Is in that location whatsoever news or updates on this problem? It persists! Jim

It persists for me as well. I plan on calling Quicken Monday (again) to request they place a college priority on resolving the issue.

institute this thread...Im having exactly all the same issues noted in a higher place. tried everything and still no resolution. merely cash balances showing upwardly in random investment accounts that are syncing. It makes no sense at all, why would some accounts sync securities and others non? this has to be a bug of some sort. would be groovy to become some sort of update here. the Quicken Mobile app has been a big disappointment.

I am finding the lack of recent response and/or acquittance past whatsoever of the forum moderators (Anja, Paloma) quite disconcerting and disappointing. The consequence persists across a wide swath of Quicken users. Could someone from Quicken PLEASE permit us know if this is a known, recognized issue, if information technology is beingness addressed, and if and then, when we tin can look some kind of resolution. Thanks.

I called Quicken once again today and ultimately Quicken fabricated determination to road issue to Quicken escalation team who is evaluating. It seems upshot "might" be related to a specific server merely not sure. Below is email I received from Quicken post-obit my telephone give-and-take with technical support:

"Our escalations squad is currently investigating more about this situation, where investment accounts show 0.00 balances on the Quicken mobile app and Quicken website. Your written report has been escalated and you volition be contacted directly from our escalations squad via email once the trouble has been resolved.

Nosotros kindly ask for your patience while this is being worked out, as unfortunately, at that place is no ETA for this situation to be resolved. Y'all can ever try to sync your accounts to mobile and web and check periodically during the post-obit days to check if at that place is any additional update."

Hey there, all. We've gone through AT Least v revisions of Quicken for Windows (R36.38, R36.41, R36.45, R36.48 and yesterday R36.54) since this trouble has been brought to the attending of the Quicken support team in October. As of today, the problem still plagues us. Personally, I have reset my Cloud Data and verified that my dataset name and the file name match each other identically with every revision update, but with no resolution. Has anyone who was non getting the value of their investments on Quicken Mobile found a solution? I am nevertheless suffering from this bug and nosotros are still hearing "crickets" (i.e. nothing at all) from the forum moderators (Anja? Paloma?) here. jpreine, have you lot heard anything?

No I accept not heard anything back from Quicken. I am even so having the same issues. It's very frustrating and I struggle with understanding why Quicken cannot resolve.

Hello Jared, Alysa and Paloma! We appreciate that you have been putting weekly notices up that this is an ongoing issue, that information technology has been assigned Ticket #8984896/CTP 2940, and that it has not yet been resolved. However, while I simply speak for myself, I can tell you that my patience is wearing thin... [Removed - Rant] I for one would like to be assured that this is on someone's radar within the technology group and that information technology is existence addressed. [Removed - Speculation] Please check with them and let us all know what y'all find out. If they need more sync logs, data logs or any other real-globe data dumps from us, I am certain we would be happy to supply them. Thank you!

I fully agree. [Removed-Confusing]

jpreine and Wade: I don't know what you wrote, but past the fact that the moderators removed your comments and labelled them "disruptive," [Removed - Speculation] Quicken team: ( Jared, Alysa and Paloma, Anja, Sarah, et al): The inability for this feature to piece of work has made the Mobile & Spider web apps useless to a big portion of your user base of operations. This is especially true during these turbulent times in the stock market when nosotros need to see an aggregated view of our security holdings in a single place while nosotros are on the go and away from our computers. That is what the Mobile and Web features are supposed to provide! [Removed - Rant] Thank you.

Yes I did phonation my frustration with Quicken squad but it wasn't "disruptive". I concur with your comments. I have relied heavily on the Mobile & Web feature and experience it's a critical role of Quicken's offering. I wish Quicken could provide us an honest assessment of the priority they are giving this consequence for resolution.

Same. [Removed - Disruptive/Solicitation]

Schwab stocks practise not prove in web; only cash

I got the same event, just cash, and no security listed, in both the web app, and the Android app.

My patience with Quicken is actually starting to vesture thin! [Removed - Speculation] Tin can you escalate this issue? [Removed - Rant] Please set up this ASAP!

Quicken team: what is the status of resolving this effect?

I am having the aforementioned issue... securities used to sync with Quicken on the Web, now merely cash positions. I have reset account several times. Need resolution please!!!!!!!!!!!!

Quicken Mobile App Shows $0.00 for My Uploaded Investments

Has anyone had a trouble with quicken not syncing your securities value to mobile dataset?

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