Quicken on the Web Frequently Asked Questions

Applies to:
Business
Deluxe
Premier
Starter
Updated: February, 03 2025 8:09PM
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Windows
Mac

Overview

Need to view your Quicken data in different locations? You can now sync transactions from your Quicken desktop product to Quicken on the Web.

What is Quicken on the Web?

Quicken on the Web is the web-based companion that allows you to view your transactions and access some of Quicken's key features from any computer via the web! For more information on the features available in Quicken on the Web, click here.

How to sync to Quicken on the Web (Companion App)

First, set up Quicken Sync in Quicken Desktop:

1. Open Quicken and go to the Mobile & Web tab. Depending on the sizing of the Quicken window, the Mobile & Alerts tab may be located in the More tab. Note: If the Mobile & Web tab is not present, choose the Mobile & Web menu, and then click Go to Mobile & Web.

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2. Click the Sign in to Web App button. Note: If the options are grayed out, ensure the Quicken Mobile & Web Sync toggle is set to ON.

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3. Quicken will open a webpage on your default browser. Sign in using your Quicken ID.

To sync your Quicken data to Quicken on the Web:

1. Click Sync Now under the Mobile & Web tab.

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2. Go to Quicken on the Web and sign in with your Quicken ID.

3. Quicken on the Web will will automatically sync your transactions; you can see the spinning arrow in the upper right when Quicken on the Web is performing a sync, or you can initiate a sync at any time by clicking the arrow.

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Product Support
For the best support experience, please sign in with your Quicken ID. We'll find your account and get you to the right team:
For Sales & Renewals, or if you're having trouble signing in:

Note: To sync to Quicken on the Web whenever you perform a One Step Update, just select Sync to Quicken Cloud under your One Step Update settings (Tools > One Step Update...):

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For the best support experience, please sign in with your Quicken ID. We'll find your account and get you to the right team:
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How do I access Quicken on the Web?

You can access Quicken on the Web directly through app.quicken.com/login or go to Quicken.com > Sign In > Quicken on the Web. Remember to use your Quicken ID to sign in.

Where is my data stored?

Your Quicken data is still stored on your computer. The Quicken Cloud enables your desktop data to sync between Quicken on the Web, Quicken Mobile, and Quicken Desktop. Read more information about the Quicken Cloud here.

Can I export my transactions from Quicken on the Web?

Quicken on the Web now allows you to download register transactions to a CSV file. Just select an account and click the download button in the upper-right corner of the register.

WinQuickenWebCSVDL_support
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Product Support
For the best support experience, please sign in with your Quicken ID. We'll find your account and get you to the right team:
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Why are some of my accounts missing on Quicken on the Web?

If you find that some of your accounts don't appear on Quicken on the Web, be sure to check that these accounts have been selected to sync in your desktop product. Also, be sure that the correct data file has been selected to display in Quicken on the Web. You can do this by clicking the letter icon in the bottom left corner of the Quicken on the Web screen. Click See All..., then select the correct data file from the list.

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For Sales & Renewals, or if you're having trouble signing in:
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For the best support experience, please sign in with your Quicken ID. We'll find your account and get you to the right team:
For Sales & Renewals, or if you're having trouble signing in:

If the accounts in question have been synced, and the correct data file has been selected, it's possible that these account types have not yet been added to Quicken on the Web; currently, property and debt accounts do not sync from Quicken for Windows. We're working to add all available account types to Quicken on the Web.

Why are some reports incorrect on Quicken on the Web?

If you find that some of your reports appear incorrectly on Quicken on the Web, be sure to check that these accounts have been selected to sync in your desktop product. If these accounts have been synced, it's possible that these account types have not yet been added to Quicken on the Web; currently, property and debt accounts do not sync from Quicken for Windows. We're working to add all available account types to Quicken on the Web.

Can Quicken on the Web be used as a file backup?

The Quicken Cloud is a cloud service that transmits your information between Quicken on the Web and the Quicken desktop products. However, it is not a cloud drive and cannot be used as an online backup.

Overview

Need to view your Quicken data in different locations? You can now sync transactions from your Quicken desktop product to Quicken on the Web.

What is Quicken on the Web?

Quicken on the Web is the web-based companion that allows you to view your transactions and access some of Quicken's key features from any computer via the web! For more information on the features available in Quicken on the Web, click here.

How to sync to Quicken on the Web (Companion App)

First, set up Quicken Sync in Quicken Desktop:

1. Go to Quicken > Settings... > Mobile, Web & Alerts.

2. Sign in with your Quicken ID, if prompted.

3. Use the Sync toggle switch to turn on Web Access.

MacSyncToggle_support
Welcome!

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Or Contact Us:
Product Support
For the best support experience, please sign in with your Quicken ID. We'll find your account and get you to the right team:
For Sales & Renewals, or if you're having trouble signing in:
To sync your Quicken data to Quicken on the Web:

1. Go to the Accounts menu > Sync to Mobile.

MacSynctoMobile_support
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OR

2. Click the circular arrow above your account list to Update Online Accounts.

MacAccountRefresh_support
Welcome!

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Or Contact Us:
Product Support
For the best support experience, please sign in with your Quicken ID. We'll find your account and get you to the right team:
For Sales & Renewals, or if you're having trouble signing in:

3. Go to Quicken on the Web and sign in with your Quicken ID.

4. Quicken on the Web will automatically sync your transactions; you can see the spinning arrow in the upper right when Quicken on the Web is performing a sync, or you can initiate a sync at any time by clicking the arrow

WinQuickenWebRefresh_support
Welcome!

Still need help? Contact Us

Or Contact Us:
Product Support
For the best support experience, please sign in with your Quicken ID. We'll find your account and get you to the right team:
For Sales & Renewals, or if you're having trouble signing in:

How do I access Quicken on the Web?

You can access Quicken on the Web directly through app.quicken.com/login or go to Quicken.com > Sign In > Quicken on the Web. Remember to use your Quicken ID to sign in.

Where is my data stored?

Your Quicken data is still stored on your computer. The Quicken Cloud enables your desktop data to sync between Quicken on the Web, Quicken Mobile, and Quicken Desktop. Read more information about the Quicken Cloud here.

Can I export my transactions from Quicken on the Web?

Quicken on the Web now allows you to download register transactions to a CSV file. Just select an account and click the download button in the upper-right corner of the register.

WinQuickenWebCSVDL_support
Welcome!

Still need help? Contact Us

Or Contact Us:
Product Support
For the best support experience, please sign in with your Quicken ID. We'll find your account and get you to the right team:
For Sales & Renewals, or if you're having trouble signing in:

Why are some of my accounts missing on Quicken on the Web?

If you find that some of your accounts don't appear on Quicken on the Web, be sure to check that these accounts have been selected to sync in your desktop product. Also, be sure that the correct data file has been selected to display in Quicken on the Web. You can do this by clicking the letter icon in the bottom left corner of the Quicken on the Web screen. Click See All..., then select the correct data file from the list.

QuickenWebProfile_support
Welcome!

Still need help? Contact Us

Or Contact Us:
Product Support
For the best support experience, please sign in with your Quicken ID. We'll find your account and get you to the right team:
For Sales & Renewals, or if you're having trouble signing in:
QuickenWebSeeAll_support
Welcome!

Still need help? Contact Us

Or Contact Us:
Product Support
For the best support experience, please sign in with your Quicken ID. We'll find your account and get you to the right team:
For Sales & Renewals, or if you're having trouble signing in:

If the accounts in question have been synced, and the correct data file has been selected, it's possible that these account types have not yet been added to Quicken on the Web; currently, property and debt accounts do not sync from Quicken for Windows. We're working to add all available account types to Quicken on the Web.

Why are some reports incorrect on Quicken on the Web?

If you find that some of your reports appear incorrectly on Quicken on the Web, be sure to check that these accounts have been selected to sync in your desktop product. If these accounts have been synced, it's possible that these account types have not yet been added to Quicken on the Web; currently, property and debt accounts do not sync from Quicken for Windows. We're working to add all available account types to Quicken on the Web.

Can Quicken on the Web be used as a file backup?

The Quicken Cloud is a cloud service that transmits your information between Quicken on the Web and the Quicken desktop products. However, it is not a cloud drive and cannot be used as an online backup.

Article ID: GEN00643

Agent Notes

In This Article

    Welcome!

    Still need help? Contact Us

    Or Contact Us:
    Product Support
    For the best support experience, please sign in with your Quicken ID. We'll find your account and get you to the right team:
    For Sales & Renewals, or if you're having trouble signing in: