Product Releases and Announcements: Mobile — Quicken

Is there anything in the works to customize invoices?

ALX_Tech — Wed, 10 Dec 2025 02:53:33 +0000

New user for Business and Personal. I love it so far but there a two major red flags I noticed on my first few uses. Not able to set terms on an invoice? Putting terms on an invoice is vital because they establish the payment due date (improving cash flow), define accepted methods, set penalties for late payment, and provide legal documentation for the transaction. They create clear expectations, minimizing disputes.

The second thing I noticed you can't edit the invoice "template" and the one they provide is extremely simple. There are many things that could be added, let alone you want the invoice to represent your company well. Even giving a few different template options would be nice or being able to choose what is on it.

Anything in the works to expand on these things?

[Edited-Readability]

Confusing account transactions visual cues

QknRod — Wed, 14 Feb 2024 15:50:49 +0000

I am using Quicken on Windows and mobile with default visual preferences. On my desktop I get the following default visual cues:

Red pencil = unmatched manual entry
Blue dot = unmatched download entry
Blue pencil = matched manual entry
Dark info = not reconciled transaction
Light info = reconciled transaction

On mobile I think I get:

Light info = unmatched manual entry
Dark info = downloaded entry
Blue dot = not reconciled transaction
No dot = reconciled transaction
There's no way to distinguish a matched manual entry from a download-only transaction.

This is confusing; I have to type it out here to understand what the mobile entries mean. The desktop is "correct" and just makes sense without thinking about it. Can we get the mobile app to display these cues in the same way as the desktop?

Will Quicken Simplifi ever support multiple currencies?

PSD — Fri, 02 Feb 2024 19:27:37 +0000

I have both US and Canadian accounts and both are active throughout the year. Currently I treat all currency values as CAN which does not give a true representation of my net worth. Is it anticipated that Quicken could support these two currencies in the future?

More functional iOS app

Nunzy23 — Wed, 08 Feb 2023 00:37:42 +0000

I can see years ago this was requested and it was felt that it’s crazy to think people would move away from laptops to mobile apps, but clearly that is the case. I am a iPad Pro user. I can do everything on the iPad that I can do on my laptop EXCEPT have a fully functional Quicken app. I’m also someone who has both US and foreign currency accounts (of which I update manually, I do not try to automatically download transactions. It will not let me sync those accounts to mobile app. I don’t understand the logic of this on Manual entry accounts because it is literally just a different currency symbol. I can appreciate it would be more difficult to do if I was trying to sync transactions with the bank. I really wish Quicken would either allow the manual entry accounts to sync onto the web app or create a fully functional iPad app so I can ditch the laptop.

Merged: Quicken mobile category rollover

MikeTasha — Tue, 28 Dec 2021 21:39:08 +0000

This discussion has been merged.

When will Quicken Mobile work on the Samsung Z Fold phones?

Matt433 — Fri, 10 Sep 2021 02:07:53 +0000

The screen ratio is off compared to what the app seems to support. I either have 1 column of numbers on the front screen or 2 column of numbers on the inside screens.

Is there an ETA to support this unique screen ration?

Merged: Home & Business for Mac ... When ???

NickTess — Thu, 04 Jun 2020 21:15:17 +0000

This discussion has been merged.

Do I need a new "subscription" for Quicken 2017 to use ONLY the mobile app?

gmgottlieb — Thu, 16 Apr 2020 19:57:03 +0000

I am seeing conflicting information in the announcement concerning discontinuation of online services for Quicken 2017 users without a current online subscription. I use ONLY the mobile app to enter and sync transactions with my desktop version - NO other online services. Will I HAVE to pay for an online subscription to use ONLY that application now?

The Mobile App Release 5.16.0 is Here!

Quicken Sarah — Mon, 16 Sep 2019 16:52:37 +0000

The latest release for the Quicken Companion Mobile App, version 5.16.0 is now available in the Apple and Android Play Stores.

What's included in the 5.16.0 Release:

New: If you use the Quicken Credit Card, you can now access the US Bank One Mobile website from within the Quicken mobile application.
New: Added the ability to mark transactions as reviewed.
New: Added the ability to set the cleared/reconciled status for transactions.
New: Added the ability to create new tags while adding transactions.
Fixed: An issue in which users were not able to enter a check number while editing a transaction.
Fixed: An issue in which users were unable to select nearby payees for transactions.
Fixed: Resolved multiple issues with crashes and the user interface.

Quicken Mobile 5.12.0 Released

Quicken Sarah — Thu, 28 Mar 2019 17:48:04 +0000

Earlier this week, we launched a new update, 5.12.0 of the Quicken Mobile app. To get the latest update:

iOS Users: Update the app when prompted, or get the update from the app store.
Android Users: Update the Quicken App when prompted, or get the update from the Play Store.

Included in this update:

Limited the number of “Yelp” payees displayed.
Fixed the search feature on accounts screen to return only transactions within that account
Pulling down the screen anywhere in the application will now fetch latest transactions from the bank.
Few UI fixes and improvements
Fixed a few bugs and crashes

If you find issues in this release or have questions, please submit feedback through the product, or get in touch with the Mobile Team anytime at mobilefeedback@quicken.com.

Thank you!

8/3/18: Quicken Mobile app update available

Fri, 03 Aug 2018 03:51:34 +0000

The Quicken team has been working hard on the new Quicken Mobile app. The refreshed mobile app is built on a new technology which will help enable us to provide you a seamless experience as you go across platforms as well as deliver regular ongoing updates. These updates will include enhancements, bugs fixes, performance improvements and new features.

Our first app (5.0.44) went live last week and we received some great feedback from you. Many of you commented this is the best app yet and it’s a big step in the right direction. Others of you submitted bugs and thoughts on the new design. We appreciate all the feedback good and bad. It’s this feedback that will help us provide you an app you love.

To get the latest update:

iOS users: Go to the app store from your phone, search for "Quicken" and install the Quicken App.

Android Users: Update the Quicken App when prompted, or download the update from the Play Store.

Note: Do not uninstall the current Quicken Mobile App on your phone; having the app already installed helps ensure you will get the update.

We have been working on addressing your feedback and will be doing our first update this week. Some of the highlights in this coming update are:

Performance

Loading & changing of the categories was taking some customers more than 10 seconds. We have reduced this by over 70%, so it should faster now.

Balances

In our first release, we defaulted the balances in the app to the online balance. That was clearly a mistake. The Today’s Balance will now be the default. You can switch to the other balance types in the accounts view.

Related, some of you had reported balance mismatches with the desktop. We have found the issue and will have a fix out very shortly. You will not be required to take an update for this fix.

Passcode & Touch ID

Passcode and Touch ID should now be sticky for all of you. NOTE: for some iOS users, when launching the app you might briefly see the passcode screen flash before the Touch ID appears. There will be a fix for this in the next update.

Other bug fixes

Done on transaction notes now means done.
Row 1 of a split item now changes when you enter the amount for row 2 (as long as you didn’t change the amount in row 1).

In addition to the above issues, we are actively working on addressing the following issues:

Budgets

If you are using Quicken 2017 or 2016 desktop versions, we are bringing back the budgets on mobile for you in the August release.

Bank/FI Connectivity bugs

We heard you loud and clear that many of you are experiencing issues related to connecting to your banks. We are in the process of finding and fixing the issues. If you are facing these issues, you can help us expedite the fix by providing any detail you can think of – the FI name, screen shots, if it's working on desktop but not on mobile, if it's only one account that is experiencing issues or if multiple are having issues, etc. Please email the details to mobilefeedback- mobilefeedback@quicken.com. While we are trying to, we might not respond to every email, but I can assure you we are reading every single one. We thank you for this in advance!

For now, we are primarily focused on addressing the issues customers are facing with the app. We will soon be turning our attention to implementing all the ideas you have suggested such as customizing dashboard and account cards, smart defaults for accounts, payees and categories, and modifying the fonts throughout to be more user friendly. We can’t wait to get out of bug squish mode and in to bringing you delighters!

If you find issues in this release, please post the issue as a new comment in this post, submit feedback from the product, or email us at mobilefeedback@quicken.com. We'll be actively monitoring for your feedback.

- The Mobile Team

Quicken Mobile 5.1.0 Released

Tue, 11 Sep 2018 02:56:36 +0000

Earlier this week, we launched a new update 5.1.0 of the new Quicken Mobile app and we are excited to finally open it up for all Quicken customers.

To get the latest update:

iOS users: Update the app when prompted, or get the update from the app store.
Android Users: Update the Quicken App when prompted, or get the update from the Play Store.

We have incorporated much of your feedback from the previous releases (Learn more about our previous release) and will continue to improve as we go forward. In this update, you’ll find the following:

Handling FI errors is now more intuitive, in terms of messaging and actions to be taken in the app. Most importantly, you will not be asked to enter your username & password repeatedly. If you are still seeing FI accounts connecting/working on desktop and not on mobile, please deactivate and reactivate the account that is in error in your desktop product. In many cases this will resolve the issue. If it does not, please email us at mobilefeedback@quicken.com.
Fixes for duplicate transactions. If you are still seeing duplicate transactions, please create a backup of your file and reset your dataset in your desktop product. If this does not resolve issue, please email us with all the details.
Balances should now match across desktop & mobile devices. Thank you to the customers who helped us reproduce these issues.
The keypad now closes on entering a note for transactions.
Business categories have been added.
You can now enlarge and zoom in / zoom out on attachments
And more under the hood improvements...

Performance & FI connectivity improvements remain our top priority. While working hard to address those, we are continuing to make changes and enhancements to the experience based on requests from you. Please continue to send feedback and suggestions to the 'Mobile Feedback' mailbox. While we might not always respond, we read each and every email. Some of the enhancements we are working on are as follows:

Improved search capability. You will soon be able to search for transactions by not only by payees, but by categories, tags, memos & amount.
The ability to sort and filter transactions.
More legible fonts, different fonts for income vs. expenses, and the ability to know which transactions have an attachment.

If you find issues in this release or have questions, you can post the issue as a new comment in this post, submit feedback through the product, or get in touch with us anytime at mobilefeedback@quicken.com. Our team will be there to support you with great customer service along the way.

The Mobile Team