Sync Bill Reminders/Scheduled Transactions to Quicken on the Web (6 Legacy Votes)

Quicken Community

For Quicken on the Web to be really useful, it would be helpful to sync Upcoming bills and their due dates and show any associated income/outflow reminders in the appropriate registers. Quick reminders such as this are one of the most potentially useful uses of Quicken on the Web. It is a way I can keep communication open with my wife on this type of issue.

Additionally, there needs to be a way to have multiple users log in with separate credentials to a single data file (yes, on the web) for reasons like the one I mentioned above.Note: This conversation was created from a reply on: How do you use quicken on the web.

Unknown

Why do they have to be "separate credentials"?

It is already possible to log into the same Quicken Cloud Account on two different devices using either the Quicken Mobile app or web provided they use the same Quicken Id.

What you can't do is have two people changing the Quicken Desktop data file.

Unknown

P.S. In the case of Quicken Web, it doesn't even have to be two different devices.

Unknown

It must be different credentials. Auditing is possible if two different credentials are used.

splasher

There is no audit capability in Quicken and it does not track or log the changes being made.  Quicken is Personal Financial Management software, not meant to stand up to the rigors of commercial accounting practices.

What you are describing is what is available in Quickbooks or Peachtree.

Unknown

Understood. That's why I said it would be "ideal" to have that feature. As far as "personal" goes, for those who are married or share financial responsibilities in their "personal" finances, this would be helpful. I am not referring to commercial or business accounting. I'm referring to personal finances. If this is not your personal need, then this suggestion is understandably, and respectfully, not for you.

Unknown

I suggest if you want to make suggestions you make a new post and mark it as an Idea (or find one and vote for it), that is how they take suggestions.  Tacking on to a "how do you use..." type question isn't a good way to let them know what features you would like.

splasher

Okay, from that standpoint, what does your postings have to do with the OP's question of "How do you use quicken on the web"

If you want to propose those changes, start your own post as an "Idea" versus a question, problem or praise.

Unknown

P.S. Explaining why you want two different credentials should be in the post too.  There is more than one reason that one might want it.

Marshall A

To piggyback onto the original post, I agree that scheduled transactions being visible on the web version is needed.  You can't get an accurate picture of your finances if the desktop version will take scheduled transactions into account but the web version doesn't.

I was a beta tester for web version and they "said" that we should see scheduled transactions on web in Oct or Nov release.  It's now Dec and the release that just dropped STILL doesn't have it.  From what I was told, the web version is ready for it but the engineers need to do something on the desktop version to get the scheduled transactions to sync up to the cloud.

We NEED this ASAP please.

Unknown

To piggyback onto the original post, I agree that scheduled transactions being visible on the web version is needed.  You can't get an accurate picture of your finances if the desktop version will take scheduled transactions into account but the web version doesn't.

I was a beta tester for web version and they "said" that we should see scheduled transactions on web in Oct or Nov release.  It's now Dec and the release that just dropped STILL doesn't have it.  From what I was told, the web version is ready for it but the engineers need to do something on the desktop version to get the scheduled transactions to sync up to the cloud.

We NEED this ASAP please.

Yes, this is a definite NEED ASAP.   

lindycorp

+10 on scheduled transactions on web version.  It's mildly useful now but that would make it a killer app!

lindycorp

To be specific, I want to log in to the web version, see my scheduled transactions, and be able to enter them directly from that window.  That's a killer feature.  PS: It would help if the scheduled transactions were accurate!

Marshall A

The desktop version of Quicken (Win and Mac) have scheduled transactions and the registers and projected balance take those into consideration in balances.

Ex: I can look 6 months down the road at my projected balance to see if I can afford to take my family on vacation.

The web version of Quicken NEEDS this because you cannot have a balance in the web version and a different balance in the desktop and expect to make correct financial decisions.

Quicken_Tyka

Hello All,

I am happy to inform you that the ability to sync scheduled transactions on the Web Companion App has been implemented.

For assistance with setting up accounts to sync to the web companion app, please view the instructions at the link below.

https://www.quicken.com/support/how-set-and-sync-accounts-quicken-mobileweb

Once the accounts have been synced, the scheduled transactions can be viewed at https://app.quicken.com/.

The scheduled transactions will display a clock icon.



Thank you all for taking the time to come to the Community and vote on this Idea!

-Quicken Tyka

AaronL

Jumping in late to this, but I think for it to be really useful, we would have options for sync, not just cookie-cutter. I don't care to sync anything but balances, transactions and budget amounts for the accounts of my choosing. AND, want the option for one-way sync FROM desktop TO cloud, not the other way around. Anytime I enable cloud sync, amounts change and bill reminders randomly change in my desktop version, messing everything up. All I want the cloud for is occasional read-only on my phone.