Are all accounts available for remote access?

vbJack

I'm new and just getting started. It seems that only accounts that are linked to a bank or institution are available to view remotely. Is this true? I have several accounts that will not be linked to a bank but that I would want to view remotely.

Quicken Hugh

Hello @vbJack
You've asked an interesting question. Yes, you can add non-bank assets to sync and be available from the web app and/or phone app.

Starting from the Quicken software, add some asset accounts. Sync your Quicken data file to the Quicken Cloud. In my test Quicken data file, I just added some non-bank asset accounts to be synced.

As expected, when I logged into App.Quicken.com (the web page, not the phone app, in my example) - the asset accounts showed up, like this:



Just be sure to click on the "update accounts" symbol to refresh the synced data.


In my example, watches and meteorites clearly are assets, although they are not linked to any bank nor institution. You can still view this asset class, even though it's not linked to a bank.

The following article may be helpful to you as well: Quicken on the Web Frequently Asked Questions

Quicken Hugh

Hello @vbJack
You've asked an interesting question. Yes, you can add non-bank assets to sync and be available from the web app and/or phone app.

Starting from the Quicken software, add some asset accounts. Sync your Quicken data file to the Quicken Cloud. In my test Quicken data file, I just added some non-bank asset accounts to be synced.

As expected, when I logged into App.Quicken.com (the web page, not the phone app, in my example) - the asset accounts showed up, like this:



Just be sure to click on the "update accounts" symbol to refresh the synced data.


In my example, watches and meteorites clearly are assets, although they are not linked to any bank nor institution. You can still view this asset class, even though it's not linked to a bank.

The following article may be helpful to you as well: Quicken on the Web Frequently Asked Questions

vbJack

Thanks Hugh
I thought I had done that but when I checked, only bank-linked accounts appeared. I will get back to it and follow your steps precisely.

Chris_QPW

Accounts that use a currency other than USD will not be available for syncing to the Web using Quicken Windows US.  And if using Quicken Windows Canadian they have to be CAD.