Scheduled transactions created in Quicken should sync to Quicken Mobile (31 Legacy Votes)

Matthew Phelps
Matthew Phelps Member ✭✭
One of the most powerful features of Quicken desktop (Mac specifically) is the ability to set recurring scheduled transactions/bill reminders, but they don't sync to Quicken Mobile (on iPhone). Projected balance is at least as important as current and online balances, but without this feature it isn't accurate or available.
8
8 votes

Planned · Last Updated

This feature has been implemented for Quicken for Windows as of the R22.12 release. This feature is planned for Quicken for Mac but has not yet been implemented.

Comments

  • Unknown
    Unknown Member
    edited October 2018
    I second that.  I use scheduled transactions to check if I can afford something, or not, at the store.  This helps me to pay cash rather than use a credit card.
  • Concordman
    Concordman Mac Beta Beta
    edited November 2019

    I second that.  I use scheduled transactions to check if I can afford something, or not, at the store.  This helps me to pay cash rather than use a credit card.

    +3 on that idea
  • Unknown
    Unknown Member
    edited June 2018
    This reply was created from a merged topic originally titled Show scheduled Transactions On the Mobile App.


    This happened to me and it stinks!  If you travel you need to know what balance is available after any pending transactions,  I want to use it as a travel checkbook!

    Note: This conversation was created from a reply on: Will manual (future date) transactions sync to mobile app in Quicken for Mac 2015....
  • Unknown
    Unknown Member
    edited October 2018
    This reply was created from a merged topic originally titled Upcoming events.


    Would it be possible to see upcoming events in the mobile app as I do on the Mac? Or even to schedule a new event in the future? There are upcoming, recurring payments and recurring income list in Banking in the Mac application. It would be great if we could see these in the mobile app when I travel. See when a bill needs to be paid or when a deposit is supposed to have arrived. Maybe this function is there already, but I can’t find it. Thanks very much.
  • Unknown
    Unknown Member
    edited November 2019

    I second that.  I use scheduled transactions to check if I can afford something, or not, at the store.  This helps me to pay cash rather than use a credit card.

    Agreed! Projected is just as important as current!
  • Unknown
    Unknown Member
    edited July 2018
    This reply was created from a merged topic originally titled View bill reminders in mobile iPad - using Quicken 2018 Windows.


    Want to view Bill Reminders in mobile
  • Quicken Harold
    Quicken Harold Alumni ✭✭✭✭
    edited July 2018
    This reply was created from a merged topic originally titled Reminders in Mobile.


    Hello Lewis, appreciate your question.

    There is no ETA for that to be implemented into the mobile app. We apologize for the inconvenience.

    Respectfully,
    ~ Quicken Harold.

    Note: This conversation was created from a reply on: View bill reminders in mobile iPad - using Quicken 2018 Windows.
    Quicken Harold
    Community Moderator
  • Unknown
    Unknown Member
    edited October 2018
    I concur.  This is currently my #1 issue in being able to see projected balance based on existing bills being setup.  I absolutely love this feature in Quicken for Mac.  I don't think there is any other competitors doing it on their mobile side either.  I really hope once Bills gets integrated into mobile that the running balance part gets included.  you could simply add it as a new row within the transaction details.
  • Gerry100
    Gerry100 Member ✭✭
    edited July 2018
    I to would like to see Bills and income added to the mobile app. I looked at the app. and don't see any reason to have it on my phone when my Bank app. does as much. With out being able to see the Register and have Bills and income it has little use to me. When I'm away I need to use my note pad to do billing, Quicken really doesen't help with out these 2 key features.
  • in2ndo
    in2ndo Member ✭✭
    edited October 2018
    This feature is actually the number one feature that has kept me with Quicken.  back when quicken kept going downhill.  I looked and looked and could find any other program that has the feature.  Now it just needs to be added to the mobile app.  and it looks like the web interface doesn't have it either.
  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    edited November 2019

    This feature is actually the number one feature that has kept me with Quicken.  back when quicken kept going downhill.  I looked and looked and could find any other program that has the feature.  Now it just needs to be added to the mobile app.  and it looks like the web interface doesn't have it either.

    I suspect QWeb and QMobile will parallel each other given that their scope is supposed to be the same and use the same Quicken Cloud data to sync with.

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
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    Quicken should eliminate the LARGE Ad space when a subscription expires

    (Canadian user since '92, STILL using QM2007)
  • Unknown
    Unknown Member
    edited November 2019

    This feature is actually the number one feature that has kept me with Quicken.  back when quicken kept going downhill.  I looked and looked and could find any other program that has the feature.  Now it just needs to be added to the mobile app.  and it looks like the web interface doesn't have it either.

    Having scheduled events would be great, but first please fix the current balances. [removed - rant/off-topic]
  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    edited November 2019

    This feature is actually the number one feature that has kept me with Quicken.  back when quicken kept going downhill.  I looked and looked and could find any other program that has the feature.  Now it just needs to be added to the mobile app.  and it looks like the web interface doesn't have it either.

    If you have a problem you want to report, please find an existing thread about this issue or start another thread to discuss it or contact support to log the issue.

    This is an IDEA thread, so no point in bringing it up here.

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
    Have Questions? Help Guide for Quicken for Mac
    FAQs: Quicken Mac Quicken Windows Quicken Mobile

    Add your VOTE to Quicken for Mac Product Ideas

    Object to Quicken's business model, using up 25% of your screen? Add your vote here:
    Quicken should eliminate the LARGE Ad space when a subscription expires

    (Canadian user since '92, STILL using QM2007)
  • Unknown
    Unknown Member
    edited November 2019

    I concur.  This is currently my #1 issue in being able to see projected balance based on existing bills being setup.  I absolutely love this feature in Quicken for Mac.  I don't think there is any other competitors doing it on their mobile side either.  I really hope once Bills gets integrated into mobile that the running balance part gets included.  you could simply add it as a new row within the transaction details.

    I agree. To me, this is the most useful tool for the every day tracking of expenses and remaining balances.
  • RichardMac
    RichardMac Member ✭✭
    Will this option ever be on a release?
  • Quicken_Tyka
    Quicken_Tyka Moderator mod
    edited February 2020
    Hello Richard,

    There hasn't been anything official released on when this can be expected to be available.

    I do apologize for not having more information.

    I heavily use scheduled transactions and projected balances and would personally love to see this offered.

    When I'm going to be away from my computer, I mark any upcoming scheduled transactions as paid and I am then able to see these transactions in the mobile app.

    Hope this helps!

    -Quicken Tyka
    ~~~***~~~
  • Don Ireland
    Don Ireland Member ✭✭
    edited October 2019
    I RARELY use the laptop at all anymore. My smartphone handles 95% of my needs and my tablet (both Android) for almost everything else.

    I want to be able have Q keep track of scheduled transactions. That is currently the only thing I need Q Windows for. I hate having to start up the laptop daily just to sync my phone and laptop data. But Q Windows appears to be the only place that the scheduled transactions get added. Until Q Windows does the sync, then neither Q Mobile nor Q Web knows anything about them.

    I for one don't mind using the cloud version -- I just don't include enough info in the data that would help any would-be thrives.

    Either make it so that Q Mobile and/or Q Web controls adding the scheduled transactions or make it so that Q Windows will automatically sync daily even if the laptop is asleep when it's time.

    Or allow Q Mobile to work in standalone mode until I get home and then it can connect DIRECTLY to Q Windows (wirelessly) by sending a wake signal the laptop and having it sync without needing the Web.
  • I work for two weeks at a time away from home. It would be very helpful to see scheduled transactions on Quicken on the web and/or the mobile app.
  • Scott Rose
    Scott Rose Mac Beta Beta
    Please bring to Mac!
  • Wow I new on Quicken and looking to see schedule transactions on Web and found that users had this issue since 2 yr or more? Quicken team you need to move faster... is something that we needed I use Quicken for Mac, and this is basic for us. an estimated release date? hope will be soon.
  • Bob Uhl
    Bob Uhl Member ✭✭
    Quicken is not fully functional on the web without ALL of our data, which includes the upcoming scheduled transactions and transfers... Please make this a priority!!!
  • Marshall A
    Marshall A Member ✭✭
    edited March 2020
     I tried it with the Windows version like it said in this or another post and THAT doesnt sync to web with scheduled transactions wither. (Removed-Rant)
  • OldMayfield
    OldMayfield Member
    I’m stunned this obvious issue remains open after almost 3 years. My computer is stored away for a month while we move. I expected to use Quicken Mobile on my iPad in the meantime to manage my accounts. This creates a big inconvenience for me. When can this be fixed? :
  • stein34
    stein34 Member
    I just switched to Quicken for Mac and not having scheduled transactions in a huge hassle. Is this going to be resolved?
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