What is the Quicken Cloud?
The Quicken Cloud is a utility that transmits parts of your
Quicken Data File information between the Quicken Desktop Software and the
Mobile/Web Apps.
The Quicken Cloud also facilitates the use of Online
Services such as, eBillers/Online Billers, Investment Quote Updates, Credit
Score Updates and more.
How Do I Create a Cloud Account?
A cloud account is automatically created for you when
signing into your Quicken ID to register a new or existing Quicken Data File.
A Cloud account is required to be created, however, no account
or transaction data is transmitted to the Quicken Cloud, unless the Mobile Sync feature is activated and accounts are selected to sync with the Quicken
Cloud.
**PLEASE NOTE** The Quicken Cloud does not
create or store a back-up copy of your Quicken Data File and cannot be used to
restore lost or damaged data files.**
What Information Can Sync with the Cloud to View/Edit
in the Mobile/Web Apps
When
activating Mobile & Web Sync for the first time, you will be asked to
select which accounts you would like to view on the Apps, but you may notice
that not all of your accounts are available to be added for syncing.
Why would an
account not be available to sync?
The
Mobile & Web Apps are companion apps that work in conjunction with
the Quicken desktop software and not all features/functionality available in
the desktop software are available in the Mobile/Web Apps.
- Account Types Available to Sync: Banking, Investment, Invoice, Asset,
Liability
- Transaction Types That Can Be Created in the
Mobile/Web Apps: Expenses/Income/Transfers
- Transfer Transactions entered or downloaded to
the Desktop Software can be synced for view, edit or deletion in the Apps.
- All created Budgets – Last Viewed Budget in the
desktop software is the budget shown in the Mobile/Web Apps by default.
- Investment Data – Brokerage, IRA & 401K
account Holdings Data and Watch List.
- Savings Goals
- Payee, Category, Tags, Renaming Rules and
Security Lists
- Transaction Attachments
- Bill/Income/Transfer Scheduled Transaction Reminders
What Information Does Not Sync with the Cloud to
View/Edit in the Mobile/Web Apps
- Investment Transactions
- Business Accounts
- Reports
- Windows Planning Tools such as Debt Reduction,
Lifetime Planner, Tax Center and Savings Goals
- Net Worth
- Credit Score
- Account Attachments
We are working to add new features/functionalities to the Mobile/Web
Apps all the time and encourage Users to submit feedback or new
feature/functionalities via the Mobile/Web Apps or by posting a new Idea in the
Community.
(More information about Idea posts, how
to find existing or create new Idea posts is available here)
Can I download transactions and update account information
from the Mobile/Web Apps?
When
selecting Accounts to sync with the Quicken Cloud you may notice that if the
Account is active for downloading transactions from the financial institution,
the login credentials for the account are required during setup.
This is because
when the App data refreshes, the App automatically connects with your financial
institution to download any new, not-synced transactions, ensuring you always
have the most up to date information.
What Features/Functions can I perform in the
Mobile/Web Apps?
Dashboard Overviews
- Recent Transactions
- Month to Date of Top Spending Categories
- Top Payees & Spending Categories This Month
- Monthly View of Budgets
- Spending Over Time & Net Income Over Time
- Investment Summary & Investment Top Movers
- Customize Dashboard View (Web App Only)
Available
Tabs/Options/Selections/Functions/Features
- Add, Edit, Delete Transactions (except Business
Account Transactions)
- Spending Tab
- All Budgets
- Net Income Last 6 Months
- All Investment Holdings Data
Manage (Web App Only)
- Manage Quicken ID Profile and Subscription
Details: address/phone and current subscription plan details.
- View and Change Account Names
Helpful Resources & FAQ’s
