What functions are supported?

gwpotter

I use Quicken for Mac 2020 subscription version. I am considering Quicken on the Web but can't find a description of the product's features and capabilities. My use would be when away from home. Can I enter transactions into registers? Can I run reports? -- In short what functions that exist on my Apple computer will be available in Quicken on the Web when I am on the road?

Quicken Anja

Hello @gwpotter,

Thank you for reaching out to the Community with your question.

Below is a list of Quicken on the Web features:

• View all your different sets of finances (datasets/cloud accounts).
• Ability to switch which set of finances you are viewing.
• View all accounts & balances, including investment accounts.
• View transactions for all banking accounts – checking, savings, credit cards
• Download recent transactions (refresh logins/accounts).
• Search transactions.
• Add/edit/delete transactions.
• Add receipts and/or attachments to transactions.
• See where your money goes w/ spending reports.
• Check investments (securities and balances) – no transactions.
• Check + edit your monthly budget.
• Ability to switch budget (if user has multiple).
• Everything works together, whatever you do on web, will be updated in your desktop.
• View spending report.
• All accounts come through if they are checked to sync (even manual accounts)
• Users can match and unmatch transactions
• Create and remove transfers

For more information, click here (you will need to scroll down to "Now included:...").

I hope this helps and let us know if you have any additional questions!

Quicken Anja

Hello @gwpotter,

Thank you for reaching out to the Community with your question.

Below is a list of Quicken on the Web features:

• View all your different sets of finances (datasets/cloud accounts).
• Ability to switch which set of finances you are viewing.
• View all accounts & balances, including investment accounts.
• View transactions for all banking accounts – checking, savings, credit cards
• Download recent transactions (refresh logins/accounts).
• Search transactions.
• Add/edit/delete transactions.
• Add receipts and/or attachments to transactions.
• See where your money goes w/ spending reports.
• Check investments (securities and balances) – no transactions.
• Check + edit your monthly budget.
• Ability to switch budget (if user has multiple).
• Everything works together, whatever you do on web, will be updated in your desktop.
• View spending report.
• All accounts come through if they are checked to sync (even manual accounts)
• Users can match and unmatch transactions
• Create and remove transfers

For more information, click here (you will need to scroll down to "Now included:...").

I hope this helps and let us know if you have any additional questions!

gwpotter

Thank you Anja -- a few more quick items:

#1. Is the data displayed in the WebApp downloaded from your servers? (i.e. is my home computer is turned off will I be able to see things that happened since I left home?

#2. Just to make sure I read your link correctly -- if I enter a transaction on the web, once I return home and turn on my computer, that transaction will sync into my desktop Quicken

Quicken Anja

Yes, to both questions. However, sometimes you may need to initiate the sync from your desktop program. Also, it is recommended that you sync to the Quicken Cloud after using the desktop program as well as after using Quicken on the Web to make sure that the most recent data does sync over to Quicken on the Web and vice versa.

I'd also like to include this support article which has instructions on how to sync as well as more detailed information in how data is transported between the desktop program and Quicken on the Web through the Quicken Cloud.

I hope this information serves to be useful to you and let me know if anything else needs any clarification!