Troubleshooting Issues with the Quicken Mobile App

Before you begin

The Mobile App is a companion app and requires the desktop Quicken program to sync data with. Make sure when syncing on your desktop that the accounts you want to sync are selected. If you need information on setting up your accounts in Quicken for mobile sync, click here.

If you have general questions about setting up or using the Mobile App, please see Quicken Mobile - Frequently Asked Questions

I'm getting an error message when I use the Quicken Mobile App

When encountering an error in the Quicken Mobile App:

1. Swipe left on the affected account.

2. Tap on the Fix It button.

3. Follow the on-screen prompts to resolve the issue.

If the steps above do not resolve the issue, but the desktop app downloads transactions successfully, deactivate and reactivate the account(s) on the desktop app. For deactivate/reactivate instructions, click here.

After the deactivate/reactivate steps have been completed, go back to the Mobile & Web tab and click Sync Now.

If you're unable to resolve these issues, contact our Customer Support team for more help.

I can't sign in to the Quicken Mobile App

First, make sure that you've set up your account for Quicken Mobile in the Quicken Desktop program, and performed a sync. The Mobile App won't show your data until after the initial sync from Quicken Desktop.

Next, confirm that you're logging into the Mobile App with the Quicken ID that's associated with your Quicken Desktop data file; your ID is usually your email address, but to verify this:

1. Go to the Mobile & Web tab.

2. Review your Quicken ID in the upper left to verify you are using the correct one.

Finally, if you can't sign in to the Mobile App after setting up Mobile Sync:

• Make sure your mobile OS is updated to the latest release

• Wait a few hours and try again; there may be a temporary server issue

• Confirm you have enough storage space for the Quicken app (typically found in the Settings of your device)

• Ensure that you have cellular or WiFi access

• Uninstall, re-download and reinstall the app

If you're still unable to sign in, or are receiving an error, please contact our support team.

I am missing transactions on the Mobile App

If you are missing transactions you were expecting to see on the Mobile App, there may be a few causes.

First, try refreshing your data in the app:

1. Tap the Menu icon (three bars) in the upper left.

2. Select Settings.

3. Tap Refresh Data, then Continue.

4. When the refresh is complete, tap Done.

Check the affected account(s) to confirm the missing transactions have now been downloaded. If they have not, review the items below.

Are you using the same Quicken ID? First, verify that you are signed into the correct Quicken ID. The Quicken ID you sign into on the Mobile App needs to be the same one you use in Quicken on your computer. To verify the Quicken ID in Quicken on your computer, go to Edit > Preferences then Quicken ID, Sync & Alerts.

On the Mobile App, sign out (located in Settings) then sign back in using the same Quicken ID you just confirmed you're using on your computer.

Are you viewing the correct data file? After signing into the Mobile App, you will be given a list of data files associated with your Quicken ID. Here you can select which data file from Quicken on your computer you want to view on the Mobile App. If you are missing transactions on the Mobile App, make certain you are viewing the same data file you have open on your computer. To view more information on using multiple files in Quicken Mobile, click here.

Did you sync in Quicken on your computer? After adding your accounts to the Mobile App, you will need to sync them regularly to ensure the Mobile App is displaying the most up-to-date information. Quicken will prompt you to sync but you can also sync manually by going to the Mobile & Web tab and clicking Sync Now in the upper right. After the syncing is complete, confirm there were no errors that interfered with the sync.

When are the transactions from? The Quicken Mobile App will sync back to May 1st, 2017. Transactions before that date will not appear in the app. Also note that you can now toggle between Today's Balance, Online Balance, and Projected Balance in the Mobile App by swiping left and right.

Are the transactions you are expecting to see still pending with your bank? Like the Quicken desktop software, the Quicken Mobile App will only display transactions that have posted with the bank. Transactions showing as "pending" on the bank's end will not display in the Mobile App.

I am getting duplicate transactions in the Mobile App

If you are seeing transactions in the Mobile App that are duplicates of existing ones, reset your cloud data:

Step 1: Reset the cloud data through the desktop program

1. Go to Edit > Preferences > Mobile & Web.

2. Click Reset your cloud data.

Step 2: After resetting your cloud data

You'll need to sign out of the Mobile App and sign back in:

1. Open the Quicken Mobile App.

2. Tap the Menu icon (three bars) in the upper left.

3. Tap the Logout button at the bottom of the screen.

4. Sign back in with the same Quicken ID.

I tried to reset my password, but I didn't receive a verification/access code

The first thing to try is checking your email's junk or SPAM folder to make sure the code didn't end up there. If the code isn't in your junk or SPAM folders, it's possible that you have more than one email account, and the verification/access code is being sent to the email account that you associated with your Quicken ID, instead of the email account you're checking. If you'd like to change the Quicken ID associated with your data file, you can use the instructions below.

I'm having trouble syncing to the Quicken Mobile App

If you're having trouble syncing to the Quicken Mobile App, there are a few different things you can do to resolve the issue:

First, be sure to follow any troubleshooting steps you received in the app; in many cases, the error message will have information to help you fix the issue yourself.

If the troubleshooting doesn't fix the issue, make sure the Mobile App is updated to the current version. The Google Play Store and the Apple App Store will typically keep the Mobile App up-to-date. However, there may be times when you will need to manually accept the update. Once updated, log out of the Mobile App and log back in.

If the issue persists: reset your cloud data. If you do not see the Reset your cloud data option mentioned in the steps below, this is because no data has been synced to the cloud.

Step 1: Reset the cloud data through the desktop program

1. Go to Edit > Preferences > Mobile & Web.

2. Click Reset your cloud data.

Step 2: After resetting your cloud data

You'll need to sign out of the Mobile App and sign back in:

1. Open the Quicken Mobile App.

2. Tap the Menu icon (three bars) in the upper left.

3. Tap the Logout button at the bottom of the screen.

4. Sign back in with the same Quicken ID.

Note: The Mobile App is a companion app and requires the desktop Quicken program to sync data with. Make sure when syncing on your desktop that the accounts you want to sync are selected. In the Mobile & Web tab, you can see what accounts are enabled for Mobile Sync. If the accounts you want to sync are not listed there, you can click Edit Account Setting to add or remove accounts from Mobile Sync.

If you aren't seeing the data file you are expecting to see, try signing out of the Mobile App and signing back in. Also, make sure you are signing in using the same Quicken ID on both your desktop and mobile device.

How do I sign out of the Quicken Mobile App?

1. Open the Quicken Mobile App.

2. Tap the Menu icon (three bars) in the upper left.

3. Tap the Logout button at the bottom of the screen.

The Mobile App isn't displaying the right budget

If you have multiple budgets on the Quicken desktop app, all budgets will sync to Quicken Mobile. However, the only budget that will be displayed on the mobile app will be the one most recently viewed in the desktop app.