Entering transactions on Quicken on the Web ...

Eagle

Hello all ...
Am I correct in understanding that you can enter manual transactions on Quicken on the Web or changes to transactions and then see those transactions and changes show up on the Quicken Desktop?
What do you have to do to make that take effect, get processed, whatever you want to call it.
Is there something special to do?
I do not see them when I go to Quicken Desktop.
What am I missing? A sync? Logoff/Login?
Appreciate any help is trying to un-confuse me!

Eagle

I'm sorry ...
I may have been a little hasty in this post.
I just did a sync from Quicken Desktop and my transactions were there.
Must not have followed through with a sync before.

Chris_QPW

In theory the answer is yes.  In practice...

All you should have to do is enter the transaction in Quicken Web and then when in Quicken Desktop run the sync to cloud, either in One Step Update or on its own.


If you don't have that in your tool bar it is also on the Mobile & Web menu.

Eagle

I got it now.