Quicken FAQ: Help Guide and FAQs for Quicken Mobile

smayer97

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
• Quicken Mobile Companion App – User Guide
• Troubleshooting Issues with the Quicken Mobile App
  

Additional Resources:

Video Help:

• Overview of Quicken Mobile App
  
• How to use Quicken Mobile - Official Quicken Youtube playlist
• How to Add Transactions
• How to Edit Transactions
  
• Using the Budget
  
• Investing Features
  
• videos produced by Quicken for all Quicken products

FAQs

• What Information Syncs with the Quicken Cloud for Mobile/Web Apps
  
• How to Set Up and Sync Accounts from Quicken onto your Mobile Device
• How to set up Accounts and Alerts in the Quicken Mobile app
• How to View, Edit, or Delete Transactions in the Quicken Mobile app
  
• How to use receipt Snap and Store on the Quicken Mobile app
• Quicken Mobile App Privacy and Security
• What is the Quicken Cloud?
• Can Quicken Recover Missing Data Using my Mobile Account? [Unavailable]
• How to edit or delete your Cloud datasets in Quicken for Mac
• How to edit or delete your Cloud datasets in Quicken for Windows
• How to use Quicken Mobile Outside US, including Canada [Unavailable]
  
• Quicken Mobile - Frequently Asked Questions
  
• Additional Quicken for Mac FAQs
  
• Additional Quicken for Windows FAQs
  
• Quicken FAQs

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

• Product Releases and Announcements: Mobile
• Quicken Mobile 5.1.0 Released Sep 11, 2018
  
• Quicken Mobile 5.0.44 Released Aug 3, 2018
• Quicken Mobile app (1st release of newest version) Jul 19, 2018 

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 [email protected]