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Quicken is the top-selling personal finance software in the United States, according to statistics published by Intuit, the maker of the Quicken software. The Apple iPad holds a similar position in the mobile tablet market. Combined, they offer a powerful mobile financial-management solution for individuals. Oct 13, 2016 - Quicken today took the wraps off of its 2017 lineup of offerings. The company notes that the 2017 offerings include a significantly more powerful.
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!. From the or. Select the Checking, Savings, Investments, Credit, or Cash accounts you'd like to see on your Quicken Mobile app and click Done.
Now sync your accounts. There are 2 ways to sync from the desktop:. Click 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. 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.
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 Overview screen: Tap the Overview section. A high-level summary of your finances is displayed. IOS Android Here’s what you’ll see on this screen:. Your cash and credit balances.
Tap an account name to see the balances in that account. Your income and expenses for the month, and what’s left. Tap to view by category or payee. Your latest alert, and the total number of unread alerts. Tap to learn more. Your spending by category, spending over time, and income over time. Tap to drill down on each area.
To view your accounts, tap anywhere in the Accounts section of the Overview screen. IOS Android Here’s what you’ll see on this screen:. The accounts you’ve chosen to sync. Your online balances.
Note: If you have pending transactions, they’re not shown here. The balance of all accounts. This is the sum of the accounts and transactions on your mobile device. The date of the last account update is displayed below the account balance. 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. To enter a new transaction on your mobile device:. Tap icon on your iOS or icon on your Android device and choose Add Transaction.
Based on your location, Quicken presents a list of local merchants. You can choose one of them as the payee, or enter a payee of your own. Quicken defaults to a debit or credit card expense. If needed, you can tap Expense to record a check, add an income transaction, or to change the account.
Use the keypad to enter the transaction amount and tap Next. Assign a category, tag, and memo. To save time, you can skip these for now. You can sync and update the transaction later in your desktop software. The transaction is added to the account on your mobile device. The next time you sync, it’ll sync to your desktop software.
To record a transfer in the Quicken mobile app: iOS Android. Select Transfer as the category for the transaction.
After you sync the transaction to your desktop software, you’ll see that the transfer is assigned to an unspecified account. Simply choose the correct account and sync again. The correct transfer will then appear on your mobile device.
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 You can also split your transaction in the mobile device directly. (Note: this is not possible on devices with Android versions 5 or below). Select the transaction you wish to split.
Tap Split on top right of your iOS or Android device. Select categories and enter appropriate amount. Click on SAVE. We are currently working hard on creating a better budget experience. Look for an update soon.
To take a look at where your money is going, tap anywhere in the Cashflow section of the Overview screen. IOS Android What to know:. Your expenses for the current month are listed first - sorted by category amount, in descending order.
Tap to see the transactions associated with a category. Your income (or other credits) for the month are listed at the end. Again, tap to see the transactions. Tap Payee to sort your expenses by payee amount instead of category amount. If you continue to drill down, you can change the categories assigned to transactions To take a look at your account notifications, tap anywhere in the Alerts section of the Overview screen. IOS Android What to know:. The alerts you’ve chosen to receive are listed.
To add or remove alerts and to set when each alert is triggered, go to the Mobile & Alerts tab in the desktop software. Tap an alert for more information. For example, the screenshot on the right, if you tap Unusual Spending you’ll see the transactions behind that spending. The number displayed in the Alerts section on the Overview screen represents the number of unread alerts on the mobile device. To delete an alert on an iOS device, touch it then swipe your finger horizontally. A red Delete icon appears allowing you to delete the alert.
On an Android device, tap and hold the alert, then choose Dismiss. 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 - 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. Monitoring alerts, data downloads, and feature updates are available through the end of your membership term.
Online services require internet access. Third-party terms and additional fees may apply. Phone support, online features, and other services vary and are subject to change. 14,500+ participating financial institutions as of October 1, 2018. Standard message and data rates may apply for sync, e-mail and text alerts. Visit for details. Quicken App is compatible with iPad, iPhone, iPod Touch, Android phones and tablets.
Not all Quicken desktop features are available in the App. The App is a companion app and will work only with Quicken 2015 and above desktop products. Quicken Bill Pay (Bill Payment Services provided by Metavante Payment Services, LLC) is included in Quicken Premier and above and is available on as a separate add-on service in Starter and Deluxe.
15 payments per month included in Premier and above. Purchase entitles you to Quicken for 1 or 2 years (depending upon length of membership purchased), starting at purchase. Full payment is charged to your card immediately. At the end of the membership period, membership will automatically renew every year and you will be charged the then-current price (prices subject to change). You may cancel before renewal date.
For full details, consult the Quicken Membership Agreement. You can manage your subscription at your My Account page.
If you are redeeming the free Quicken Starter product through the purchase of TurboTax, and you are currently in an active Quicken subscription and not within 6 months of your renewal date, you will have to return to this page within 6 months of renewal in order to redeem. Additionally, note that if you are currently subscribed to Quicken Deluxe, Quicken Premier or Quicken Home & Business, by redeeming the free Quicken Starter product, you will lose some of the features that are associated with your current higher-tiered product. Quicken 2019 for Windows imports data from Quicken for Windows 2010 or newer, Microsoft Money 2008 and 2009 (for Deluxe and higher). Quicken 2019 for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less shipping and handling fees. See for full details and instructions. Quicken for Mac software and the Quicken App are not designed to function outside the U.S.
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The other Equifax marks used herein are trademarks of Equifax Inc. Other product and company names mentioned herein are property of their respective owners. Portfolio tracking included with Quicken Premier and Quicken Home & Business on Windows. Payment links are only available for Quicken Premier and Home & Business. Illustrations © Adam Simpson.
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Post Merged, Oct 13, 2016 -It seems like it's more robust for Investments. ' What kind of investment tracking is available in Quicken 2017 for Mac? Quicken 2017 for Mac enables you to track your portfolio, manage investments, and plan for taxes:. Shows you realized and unrealized gains. Continuously update quotes to keep your portfolio value current. Tracks cost basis and creates Schedule D tax reports for capital gains. Makes tax time easier by tracking deductions and creating tax reports.
Track investment accounts using the Quicken mobile app At this time, Quicken 2017 for Mac does not have certain investment reports/views, such as Performance (IRR), or Allocation by Investment.' Click to expand.The only issue I've seen with using Dropbox is never have Quicken running on two computers at once.
Dropbox will create an additional 'conflicted data' file. All you transactions made on the two systems will be present in the two data files but merging them is a manual and painful process!
I know that keeping the data on a share (using a server computer) doesn't work at all, so DB + some care is the way to go. FYI, I've never found a personal finance program that can handle this correctly. I paid for 2017 even though 2016 works perfectly because I want to support the new Quicken. They are really working hard on improving the product and I can see the day when it equals the Windows version (not there yet, though).