Thank you for choosing Quicken!

Quicken on your mobile device (iPhone®, iPad®, Android™ phone or tablet) syncs with your desktop data and makes keeping track of your money easy when you’re on the go. You can receive customizable alerts and notifications about your account balances, fees, and spending patterns.

What to know:

  • Your data moves in both directions – to and from your desktop and mobile devices. Quicken will sync everything so you always have the latest information.
  • At the end of a sync everything matches – Accounts, transactions, balances, wherever you choose to view your data.

Note: For investments, you can currently sync your accounts, their balances, and your watch list; however, investment transactions are not currently synced to your mobile device.

This guide tells you how to:

So, get the app and stay in sync!

Install the app on your mobile device

  1. From the iTunes or Android
  2. a> app stores, download the Quicken app for free.

 

Set up Quicken Windows for mobile sync

 

Intro Page

 

Getting Started Page

  • Select the Checking, Savings, Investments, Credit, or Cash accounts you’d like to see on your Quicken Mobile app and click Done

Edit Account Page

  • Click Update Accounts Update Accounts icon to download new transactions and sync data to your mobile device. Make sure that Sync to Quicken Cloud is selected
  • Go to the Mobile & Alerts tab and click Sync Now in the upper right corner to sync with the Quicken Mobile app.

Set up Quicken Mac for mobile sync

<img alt=”Mac Mobile alerts” data-cke-saved-src=”https://www.quicken.com/sites/default/files/mobile-companion-app/mac_mobile_alerts.png” src=”https://www.quicken.com/sites/default/files/mobile-companion-app/mac_mobile_alerts.png” style=”width: 100%; />

  • There are 2 ways to sync
    • Click Update Alls in the bottom left corner to download new transactions and sync mobile data.
    • Go to the Preferences > Mobile & Alerts tab and click Sync Now to sync with mobile.

 

See a quick summary

Datafile/Dataset screen: If you have synced more than one file from your Quicken desktop, you would be able to view the list of synced files when you login to the mobile app. Tapping the file name would take you to the overview screen.

iOS Android
Android Multi Files

Overview screen: Tap the Overview section. A high-level summary of your finances is displayed.

 

iOS Android
Android Overview

Here’s what you’ll see on this screen:

 

 

View your accounts

To view your accounts, tap anywhere in the Accounts section of the Overview screen.

iOS Android
iOS AccountsView and edit your transactions

To view your account transactions, tap the account name in the Accounts section of the Overview screen.

Here’s what you’ll see on this screen:

Note: A pending transaction is a transaction that hasn’t cleared at your bank. It could also be a future-dated transaction that you’ve entered in the desktop software.

  • Your account balance on the top of the screen.
  • For accounts connected to your bank, swipe the balance line to switch between
    • Online balance – the sum of the transactions that have cleared in your bank, as of today.
    • Ending balance – the online balance plus the sum of your pending transactions.
  • For accounts not connected to your bank, you’ll see the transactions sorted by date, with the most recent at the top. Click on the balance bar to switch between:
    • Current balance – the sum of transactions entered into the register, as of today.
    • Ending balance – the current balance plus the sum of your pending transactions. Pending transactions are listed first.
  • Tap a transaction to change its payee, date, category, tag, or memo.

 

Add new transactions

To enter a new transaction on your mobile device:

  1. Tap AddTransfers

    To record a transfer in the Quicken mobile app:

    iOS Android
    iOS AccountsSplit Transactions

    To work with split transactions in the Quicken app, the transactions must be downloaded from your bank into the Quicken app or created in your desktop software as a split and then synced to your mobile app.

    iOS Android
    iOS SplitBudgets

    We are currently working hard on creating a better budget experience. Look for an update soon.

    Budgets

     

    See where your money goes

    To take a look at where your money is going, tap anywhere in the Cashflow section of the Overview screen.

    iOS Android
    iOS SpentGet and customize alerts

    To take a look at your account notifications, tap anywhere in the Alerts section of the Overview screen.

    iOS Android
    iOS AlertsStay safe and secure

    Quicken understands that the privacy and security of your personal financial data is of the utmost importance to you.

    What to know:

    • Your Quicken desktop software and mobile app use encryption and Secure Socket Layer (SSL) technology to secure the transmission of your financial information over the Internet.
    • Your Quicken Cloud ID password is not saved on your mobile device

    Things that you can do further protect your data:

    To passcode protect the Quicken app on your mobile device, tap the Settings button and then Passcode. This passcode will then be required to access your Quicken data.

    To completely remove Quicken data from your mobile device (don’t worry, it’s easy to get back with a mobile sync!), go into Settings and tap Sign Out. The next time you use the app, just sign in again and your data will be restored.

    To deactivate Quicken on your mobile devices, contact support – www.quicken.com/support

     

     

    Thank you again!

    We sincerely hope this short guide gets you up-and-running with the Quicken mobile app. We really appreciate your business and work hard every day to make Quicken the best personal finance solution on the market.