Default Account for App transactions yet?

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SDist
SDist Member ✭✭
edited October 2023 in Using the Mobile App

I found a discussion from 5 years ago saying it wasn't possible to have a default account when entering transactions in the mobile aop. I'm assuming that's been fixed but I can't find where to set it.

Answers

  • Quicken Kristina
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    Hello @SDist,

    Thank you for reaching out to the Community. There is no option to set a default account in the mobile app. When you first open the app, it defaults to the dashboard. You can opt to hide/show the different dashboard tiles by tapping on the three lines in the upper left and selecting settings.

    If you tap the + sign on the dashboard to add a transaction, one of the options in the window that comes up is to select an account. If you tap the + sign to add a transaction when you are viewing an account, then it will default to the account you are currently viewing.

    Thank you.

    Quicken Kristina

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