FAQ'S (Mobile) — Quicken

FAQ: Options for Adding Attachments in Quicken

Quicken Sarah — Thu, 12 Sep 2019 22:20:23 +0000

Tracking receipts and financial documents is a great way to keep track of your finances but can be cumbersome and difficult to store.

To solve this common problem, Quicken offers a variety of ways to attach documents and images to your transactions.

The Quicken for Windows and Mac desktop products and the all-new Quicken on the Web companion App offer the ability to add or upload attachments directly from your PC or a cloud-based storage solution such as iCloud, DropBox, One Drive, etc.

With the Quicken Companion Mobile App, we’ve made it easier than ever to “Snap and Store” attachments to already existing transactions or newly entered transactions, using the camera on your mobile device.

Once added, the attachments automatically sync to your Quicken desktop file, so you’ll always have access, whether at home or on-the-go.

To view an existing or add a new attachment in the Mobile App

To view an existing or add a new attachment in the Quicken on the Web App

Things to Remember when Syncing Attachments to the Cloud

Each transaction is limited to one attachment.
At this time, account attachments are unable to be added or viewed in the Mobile and Web apps.
Not all file types are able to be attached or synced to the Quicken Cloud. Compatible File Types are: .bmp, .gif, .ico, .jpe, .jpeg, .jpg, .png, .tif, or .tiff file that is up to 5 MB in file size.

FAQ: What Information Syncs with the Quicken Cloud for Mobile/Web Apps

Quicken Sarah — Fri, 12 Jul 2019 22:09:41 +0000

What is the Quicken Cloud?

The Quicken Cloud is a utility that transmits parts of your Quicken Data File information between the Quicken Desktop Software and the Mobile/Web Apps.

The Quicken Cloud also facilitates the use of Online Services such as, eBillers/Online Billers, Investment Quote Updates, Credit Score Updates and more.

How Do I Create a Cloud Account?

A cloud account is automatically created for you when signing into your Quicken ID to register a new or existing Quicken Data File.

A Cloud account is required to be created, however, no account or transaction data is transmitted to the Quicken Cloud, unless the Mobile Sync feature is activated and accounts are selected to sync with the Quicken Cloud.

**PLEASE NOTE** The Quicken Cloud does not create or store a back-up copy of your Quicken Data File and cannot be used to restore lost or damaged data files.**

What Information Can Sync with the Cloud to View/Edit in the Mobile/Web Apps

When activating Mobile & Web Sync for the first time, you will be asked to select which accounts you would like to view on the Apps, but you may notice that not all of your accounts are available to be added for syncing.

Why would an account not be available to sync?

The Mobile & Web Apps are companion apps that work in conjunction with the Quicken desktop software and not all features/functionality available in the desktop software are available in the Mobile/Web Apps.

Account Types Available to Sync: Banking, Investment, Invoice, Asset, Liability
Transaction Types That Can Be Created in the Mobile/Web Apps: Expenses/Income/Transfers
Transfer Transactions entered or downloaded to the Desktop Software can be synced for view, edit or deletion in the Apps.
All created Budgets – Last Viewed Budget in the desktop software is the budget shown in the Mobile/Web Apps by default.
Investment Data – Brokerage, IRA & 401K account Holdings Data and Watch List.
Savings Goals
Payee, Category, Tags, Renaming Rules and Security Lists
Transaction Attachments
Bill/Income/Transfer Scheduled Transaction Reminders

What Information Does Not Sync with the Cloud to View/Edit in the Mobile/Web Apps

Investment Transactions
Business Accounts
Reports
Windows Planning Tools such as Debt Reduction, Lifetime Planner, Tax Center and Savings Goals
Net Worth
Credit Score
Account Attachments

We are working to add new features/functionalities to the Mobile/Web Apps all the time and encourage Users to submit feedback or new feature/functionalities via the Mobile/Web Apps or by posting a new Idea in the Community.

(More information about Idea posts, how to find existing or create new Idea posts is available here)

Can I download transactions and update account information from the Mobile/Web Apps?

When selecting Accounts to sync with the Quicken Cloud you may notice that if the Account is active for downloading transactions from the financial institution, the login credentials for the account are required during setup.

This is because when the App data refreshes, the App automatically connects with your financial institution to download any new, not-synced transactions, ensuring you always have the most up to date information.

What Features/Functions can I perform in the Mobile/Web Apps?

Dashboard Overviews

Recent Transactions
Month to Date of Top Spending Categories
Top Payees & Spending Categories This Month
Monthly View of Budgets
Spending Over Time & Net Income Over Time
Investment Summary & Investment Top Movers
Customize Dashboard View (Web App Only)

Available Tabs/Options/Selections/Functions/Features

Add, Edit, Delete Transactions (except Business Account Transactions)
Spending Tab
All Budgets
Net Income Last 6 Months
All Investment Holdings Data

Manage (Web App Only)

Manage Quicken ID Profile and Subscription Details: address/phone and current subscription plan details.
View and Change Account Names

Helpful Resources & FAQ’s

Quicken FAQ: Help Guide and FAQs for Quicken Mobile

smayer97 — Wed, 16 Jan 2019 10:00:31 +0000

You want more info on Quicken Mobile? There is no complete guide but the following info online should help.

Notes/Summary:

Mobile is a companion app. It does not have the full feature set so still requires the use of and sync to the desktop version.
Use of QMobile (and/or QWeb) is part of the subscription price for Quicken for the desktop. QMobile syncs data to/from central servers and syncs that to/from with your desktop data.
Multiple mobile devices can sync the same Quicken desktop data file. Simply use the same Quicken ID on all devices.
The app only syncs cash, credit card, and bank account registers, summary investment data and budgets.
The app only syncs account registers that are in the home currency. It does not support multi-currency.

First, start with the built-in Help in Quicken - Quicken Help

Online Help:

For the current version of Quicken Mobile look at:

Introduction to Quicken Mobile [Unavailable]
Quicken Mobile Companion App – User Guide
Troubleshooting Issues with the Quicken Mobile App

Additional Resources:

Video Help:

FAQs

Release Notes:
If you want to track the content of updated releases to Quicken Mobile, see here:

Several other avenues for Help:

Look up or ask questions in this forum for user-to-user assistance (several very helpful users here)
Contact Quicken support via chat or phone here: The ONLY Official Quicken Support
Report bugs via "Report a Problem" under the Help menu in Quicken
Vote for feature request IDEAs here: List of Requests for Quicken Mobile Features
send feedback to mobilefeedback@quicken.com

FAQ: How do I Add, Edit and Delete Transactions in the Quicken Mobile App

Quicken Sarah — Mon, 06 Aug 2018 22:24:12 +0000

How do I add, edit or delete a transaction in the Quicken Mobile App?

FAQ: How do I setup Quicken to sync with the Mobile Companion App and Manage Alerts

Quicken Sarah — Fri, 03 Aug 2018 21:15:53 +0000

How do I setup Quicken to sync with the Mobile Companion App and activate Alerts?

FAQ: How do I view or edit my budget in the Quicken Mobile App

Quicken Sarah — Wed, 01 Aug 2018 23:01:15 +0000

How do I view or edit my budget in the Quicken Mobile App?

Quicken FAQ: How do I setup Quicken Mobile for Quicken 2014 for Windows?

[Deleted User] — Tue, 15 Apr 2014 17:13:58 +0000

How do I setup Quicken Mobile for Quicken 2014 for Windows?

Quicken FAQ: How do I set up alert notifications for my mobile app?

[Deleted User] — Tue, 15 Apr 2014 17:05:45 +0000

How do I set up alert notifications for my mobile app?