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

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. Please note, Quicken requires that at least one dataset is synced to the Cloud. 

Instructions

1. Navigate to Edit > Preferences > Quicken ID & Cloud Accounts. To edit, click Edit dataset name.

2. Make the desired change and click OK. 

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

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

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

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