How to edit or delete your Cloud datasets in Quicken for Mac

Product Version
Mac

Overview

After recent Cloud Service updates, you can now access multiple datasets on your mobile device, edit the names of your datasets, and delete datasets that you no longer want to sync to the cloud.

Instructions

  1. Go to Quicken > Preferences
  2. Go to the Connected Services tab and click See all Cloud Accounts to see the dataset nickname(s).

How to edit or delete your Cloud datasets in Quicken for Mac

  1. To edit the dataset, go to the Dataset manager and click the pencil icon at the bottom of the page.  

How to edit or delete your Cloud datasets in Quicken for Mac

  1. To delete a dataset from the cloud, click the minus icon at the bottom of the page...

How to edit or delete your Cloud datasets in Quicken for Mac

...and then confirm.

How to edit or delete your Cloud datasets in Quicken for Mac

Note: A dataset cannot be deleted if it is the one currently open in Quicken. To switch to a different data file, close the Cloud Accounts list and the Preferences window and go to File > Open

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