Ideas for Mobile — Quicken

cloud-free version of Quicken & Quicken Mobile (local sync option) (10 Legacy Votes)

Quicken Community — Wed, 30 Nov 2016 20:20:01 +0000

I would like to see an option to synch Quicken/Windows or Mac with Quicken/Mobile for IOS or Android, directly by wifi, without storing any of my financial data in the cloud. I am certain that the Quicken people are being diligent about providing the best possible security for cloud-stored customer data, but in the last year we have seen many smart, diligent people fall victim to highly motivated and well financed attackers. I would just feel more comfortable with my financial data stored somewhere where I can be responsible for the security. Some of my favorite apps (MyLifeOrganized, SplashID) offer a cloud-based synch with a direct phone-to-computer wifi synch available as an alternative. There is generally some loss of functionality but nothing too too critical.

I see many comments from people who want it to all be on the cloud. That's fine, best of luck to you. Buit I'll bet you that a tool like Quicken attracts more than its share of users who would appreciate, use and even pay for a more secure alternative. I have friends who use WhatsApp for a secure conversation about where to get pizza and then put all of their financial data out on Quicken cloud without knowing anything at all about just how hackproof the Quicken Cloud might be.

Adding Multiple Users to the App for Multi Factor Authentication (MFA) (10 Legacy Votes)

Quicken Community — Thu, 01 Feb 2018 21:24:25 +0000

My wife has enjoyed Quicken for several years. I manage the accounts and my wife does most of the purchasing. Candidly, the only thing I regularly buy is my lunch!

Currently, in our quicken online profile, I am allowed 1 phone number. When I need to authenticate, the system sends me a text message and I can authenticate and gain access to my account. Periodically, the app will ask for re-authentication for security reasons which are understandable, however, if my wife needs to reauthenticate, it will send the code to my phone instead of my wife's phone!

My wife uses the app to see where she is in the budget. All she wants to know is this, "Do I have money left in my budget". If she can't see the budget, she doesn't know - if she doesn't know - she'll either just buy it because we need it or not buy it and be frustrated. My wife will tend to make great purchasing desicions if she has all available information at her disposable - when and where she needs it.

Here's the idea: Add the capability for a second user or phone number. The app is useless unless we can access the information when we need it. I can't be the only guy that's going through this - Please make this change!

Allow users to turn off syncing between Quicken Cloud and Financial Institutions (11 Legacy Votes)

splasher — Wed, 10 Oct 2018 12:38:03 +0000

I can't prove it, but it seems like the data corruption that is caused in the desktop data file after syncing with the Quicken Cloud Account (QCA) is due to the process of the QCA syncing with the FIs independently of the desktop and then trying to merge that data back into the desktop data file which also might have that same information already in it due to OSU.

My proposed idea is to allow the user to turn off the sync between the QCA and the FIs.

That way, the only new data coming from the QCA to the desktop is those transactions that the user manually enters via QMobile or QWeb.

Bill Manager Services through Mobile App (5 Legacy Votes)

Roger M — Sun, 03 Dec 2017 00:26:08 +0000

I like the free online bill pay that comes with the Premier version subscription. It
works very nicely from my desktop, and it is very convenient to pay
e-bills directly from Quicken. One thing I would like to see is
on-line billing get integrated into the mobile app. That would be
awesome.

Add Quicken calendar to mobile app (14 Legacy Votes)

JonBass — Sun, 19 Nov 2017 21:32:04 +0000

The Quicken calendar is one of the most useful (and unique) features in the product. It would be extremely helpful to have the calendar in the mobile app product. Being able to take this planning tool with you would be very helpful.

Pull in Apple Card Transactions Like Simplifi Does

Austin@ — Sat, 11 Jul 2026 20:09:25 +0000

The Quicken Simplifi iOS app supports automatic importing of transactions from Apple Card, Apple Cash and Apple Savings, which can only be done on an iPhone using Apple’s FinanceKit API, which directly passes transaction data from Apple Wallet to the Simplifi app (rather than through an online aggregator like Intuit or Plaid). Because Quicken Classic for Mac (and Windows) is a desktop app not running on an iPhone, there is no automatic way to import Apple Card transactions and they have to be entered by hand or manually imported from a Web Connect file exported once a month. Please update the Quicken Mobile app for iOS to work with FinanceKit so that it can pull in Apple Card, Apple Cash and Apple Savings transactions (like the Simplifi app does) and then sync them to Quicken Cloud. These transactions would then sync back to the desktop file the next time it is updated and syncs with Quicken Cloud.

Currency symbol support in memo field

Doug's2Tall — Tue, 03 Jun 2025 18:24:25 +0000

When I travel I use the Quicken Classic app to track expenses. I like to put the amount in my home currency ($US) into the "Amount" field, then use the "Memo" field to track the amount in the local currency (€, £, ¥, etc.) so I can connect the receipt to the transaction later.

Unfortunately, the local currency symbols get stripped from the memo field when the transaction is downloaded into Quicken for Windows.

It's not a big deal, I can still connect my receipt with the amount in the memo field and the transaction date, but it would be nice if it worked, and it shouldn't be too hard to implement.

Investment account transactions don't sync to mobile and web version

MegKeel — Wed, 14 May 2025 15:02:52 +0000

At one time, the Quicken mobile app downloaded transactions from investment accounts that are essentially checking accounts (e.g. money market accounts with checking account features). Several years ago this feature was discontinued and now the mobile and web versions only display total values for "investment" accounts. This is a huge inconvenience for me when I am traveling and can only access Quicken mobile. I have mentioned this to several Quicken support personnel and they confirm this is the way it is supposed to work. I am a 25 year+ user of Quicken and I can honestly say that this is the only real problem I have with Quicken. I periodically search for an alternate program that would have this feature along with all of the other great features Quicken has. Please consider changing this.

Starting with an empty field

Douwe — Sun, 01 Jun 2025 19:30:52 +0000

When you register a pending transaction in quicken mobile and you choose a memorized payee, it will auto fill the last amount used. That by itself is fine, but if I click into the field to add the new value, it would be great if it starts empty again and I don't have to delete the excisting value first.

Allow alphabetical sorting of accounts in Quicken Mobile

Hwndude — Mon, 18 May 2026 04:20:05 +0000

Accounts appear in random order when adding transactions, and alphabetical sorting would make selection faster and more intuitive. Having to search through the list each time a transaction is entered makes the process tedious and frustrating.

Business & Personal Integration on mobile

KPudenz51 — Sun, 17 May 2026 18:48:00 +0000

Hi, I am a 10+ year Quicken user currently using Classic Business & Personal. The desktop app is fantastic but I have for years found the mobile & iPad version to be severely lacking in necessary features. Specifically, it would really help to have the modules from the business section (invoices, clients, etc.) at least be viewable in mobile. And the mileage tracker would be HUGE to have available on mobile by its very nature.

I feel like this has to be a common sentiment amongst the users of this platform but I didn't see it being brought up, so here it is.

Thanks!

Quicken Mobile turn off sync at startup

sgj31 — Fri, 03 Apr 2026 15:18:47 +0000

When I open the app it does a one step update automatically. I don't see where I can turn this off. The update rarely ever completes the update and 2FA's don't always prompt correctly. I do all the updates on Windows desktop so don't want to update the app unless needed.

Quicken Mac should automatically update Quicken Mobile — and vice versa!

Scott Rose — Wed, 05 Feb 2020 00:13:07 +0000

When trying to synchronize transactions between Quicken Mac and Quicken Mobile, we are typically required to MANUALLY click on the "Update All Online Accounts" button in Quicken Mac. But this should be an AUTOMATIC function!

The "Update All Online Accounts" button only refreshes itself automatically when we launch Quicken Mac, but it would be awesome if the "Update All Online Accounts" button automatically updated under these 2 circumstances:

1. After we type in new transactions in Quicken Mac, the "Update All Online Accounts" should automatically update in order to send those new transactions to Quicken Mobile.

2. After a new transaction is typed into Quicken Mobile and updates the Quicken cloud, the "Update All Online Accounts" in Quicken Mac should automatically update itself so that new Quicken Mobile transactions are put into Quicken Mac.

Thanks!
Scott

Receipt scanning (+1 Merged Vote)

bshopay — Wed, 15 Apr 2020 15:28:02 +0000

It would be nice to have the Quicken app scan a receipt and pull the data from it to populate fields. I have a separate app that does this really well [Removed - Solicitation]. The features and concept of that app built into the quicken mobile app would be awesome.

Enable Investment Transaction Sync (Dividends/Interest) for Quicken Mobile/Web reports)

kennychan — Tue, 24 Mar 2026 21:30:36 +0000

Description:Currently, Quicken Classic for iOS only syncs investment balances and holdings. It does not sync investment transactions (specifically Dividend, Interest, and Capital Gain actions).

This causes a major discrepancy in the Mobile App's "Net Income" and "Income vs. Spending" reports. For users with significant brokerage or retirement income, the mobile reports show an "incorrect" net income because they exclude all investment-related earnings that are clearly visible and categorized on the Desktop version.

Requested Change:Allow investment transactions (at minimum, Income/Dividend actions) to sync to the Quicken Cloud so they can be included in the Mobile App’s Net Income and Spending reports, ensuring parity between the Desktop and Mobile dashboards.

Send invoices from mobile app [Edited]

cathenright — Sun, 22 Feb 2026 15:57:50 +0000

I currently have the Quicken "Classic" Business and personal

Version R65.29

Currently, I can create invoices etc, on my desktop. It would be a great asset if creating and sending invoices would be available on the mobile app through either iphone or android

Like to be able to sync foreign accounts/currencies with Quicken Mobile (85 Legacy Votes)

Quicken Community — Thu, 02 Mar 2017 01:22:46 +0000

Currently I'm unable to sync foreign account to the web, so I don't see them in the mobile app.
It would really help me a lot if I can see my transactions on my mobile for these accounts.
And the app itself is also not available in The Netherlands in the Play Store.

Typing dollar amounts from keyboard/keypad in iOS mobile app

Rbbos — Mon, 26 Jan 2026 12:46:24 +0000

[Quicken user for over 25 years!] Please, please make the simple fix in your mobile IOS classic app to allow keypad/keyboard (0-9) input of amounts! And please shrink the number pad in the iPad app to a reasonable size instead of making us tap all over the screen!

Thank you.

Stop mobile app from memorizing transactions [Edited]

aburtch — Thu, 14 Oct 2021 01:39:22 +0000

I use both Quicken Windows Desktop and the Quicken mobile app and sync data between the two. When I use the desktop program I have "Memorize Transactions" turned off. However, when I enter transactions into the mobile app and then sync the data, they appear in the desktop version as newly memorized transactions. I can't find the setting on the mobile app to turn this off.

Does anyone know how to force the mobile app NOT to memorize transactions? Thanks!

iOS Homescreen Widgets

Andrew Waite — Sun, 22 Jan 2023 21:44:30 +0000

I love being able to swipe to a home screen page and quickly see how I am doing in a budget category without having to open the app. This is easily done by Monarch and others. Quicken should add this pronto.

Brokerage account missing transaction on web and mobile apps

MichaelDMcClure — Mon, 10 Nov 2025 18:35:49 +0000

I have a brokerage account with Fidelity that is also a checking account. Everything works correctly on the desktop app, but I found some significant problems on both the mobile and web apps. I noticed my budget totals were different across the platforms. Upon further investigation I noticed that none of the transactions from the brokerage account were being used in the consumed budget. In addition, I have a number of manual bill reminders using the brokerage account. Any reminders that are using the brokerage account are not showing on the web or mobile app.

Even more troubling is none of the transactions in the brokerage account show in the web or mobile app. All it shows are the share balances. The desktop has all the txns, so why are they missing in the mobile/web app.

I would assume this problem existing for anyone that has a checking/brokerage account at Fidelity, Schwab, Vanguard, or other investment firms.

At a minimum I should be able to see and categorize all my txns on the mobile/web app.

This means I have to use the desktop to review those txns and accept my reminders. The challenge is next year I will not have access to my desktop app because I will be mobile (hiking long trails) for 4-6 months. I will only have my cell phone with me. I can wait on the budget until I get back but the reminders and txns reviews are a problem.

Hopefully there is a workaround for this and don't tell me I have to break my Fidelity into 2 (checking and brokerage) accounts. Because I still won't be able to see transfers to/from the brokerage account.

Dark Mode for Quicken Mobile

kelleycm — Wed, 23 Feb 2022 20:36:43 +0000

I'm not really understanding why the mobile and web apps don't have really any settings, least of all the ability the enable a dark mode. According to a recent study, 81.9% of people use dark mode on their phones.

Manually entered transactions should default to unreviewed (mobile app)

bharkey — Fri, 28 Oct 2022 18:44:53 +0000

Manual transactions on the Mac desktop app are marked as "unreviewed" by default.

On the Mobile app, they are marked as "reviewed" by default.

I'd prefer that the mobile app follows the behavior of the desktop app. OR, that there is a preference setting in the mobile app that allows manually entered transactions to remain unreviewed.

Biometric Login for Q Mobile app

Quicken Community — Sat, 17 Mar 2018 14:07:41 +0000

quicken mobile should offer biometric login just like the banks do on my phone.

ApplePay integration with mobile app (2 Legacy Votes)

mkennon — Sat, 09 Dec 2017 17:56:03 +0000

Apple pay transactions should be brought into quicken app in lieu of having to manually key them into the app Then the apple pay transactions would be matched with downloaded credit card transactions in the desktop Quicken just like transactions manually entered into the Quicken app. I hope the Quicken folks incorporate this functionality into the mobile app and hope that the process of having the Quicken app and Apple Pay to each other is not an big deal.

Feature request: Track automobile mileage using the mobile app. (10 Legacy Votes)

Quicken Community — Sat, 10 Dec 2016 20:54:27 +0000

Feature request: Track automobile mileage using the mobile app. Quicken Business and Quicken Rental has the feature to track automobile business mileage. So, it would be great if that data could be entered in the mobile app and synced with the desktop app.

Note: This conversation was created from a reply on: List of Requests for Quicken Mobile Features.

Budget category rollover needs to be supported in Mobile/Web

Lloyd Young — Thu, 11 Feb 2021 12:03:08 +0000

I have several budget categories where Rollover is enabled. The Mobile and Web versions need to support this feature as well. Do not need the capability of enabling or disabling from Mobile/Web, can leave that feature on Desktop. Mobile and Web need to recognize that rollover is enabled on Desktop and show the budget amount for a current month with rollover from previous months.