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

Product Version
Windows 2019
Windows 2017
116 people found this helpful

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. Navigate to Edit > Preferences > Cloud Accounts. To edit, click Edit cloud account name.

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

  1. Make the desired change and click OK

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

  1. To delete a dataset from the Cloud, click Cloud accounts associated with this Quicken ID. Please note, this option will only appear if there is more than one dataset associated with the Quicken ID. 

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

  1. Highlight the name of the dataset and click Delete.  

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

Note: You cannot delete the dataset that is currently open.

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