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Remote transaction updates

mikemddmikemdd Member ✭
in Using Quicken on the Web
New to the subscription versions of Quicken and Quicken on the Web. I transferred all my data from the old Quicken to the new subscription Quicken with no issues. I also synced to the Web and can access the data remotely as expected. My question: can transactions be added remotely and updated on the desktop version of Quicken and both synced together, or can the transaction inputs only be made from the "master" desktop version? I was hoping to remotely update Quicken and have it synched back and forth, but it seems that is not possible. Thanks

Comments

  • Quicken_TykaQuicken_Tyka Moderator mod
    Hello Mikemdd,

    Thank you for taking the time to visit the Community to post your issue, although I apologize that you haven't received a response.

    To answer your question, yes. Syncing to the mobile and web app uses a Two-Way sync this means that transaction updates (like categorizing a transaction or adding a recent purchase) on the mobile device will sync to your Quicken desktop file and be added to your Quicken file. 

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

    I have created a new account in Quicken for Windows.



    I then signed into https://app.quicken.com/ and I entered 2 transactions.
    I then returned to the desktop version and went to Mobile & Web on the toolbar and chose "Cloud Sync."



    After the sync completed I was then able to view the transactions I entered on the web app.



    Quicken will also sync to cloud when running a transaction update as well.

    Please let me know if you have any further questions!

    -Quicken Tyka
    ~~~***~~~
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