How does the Web version or Mobile App interact with the Quicken on my computer?

Carno

I'm curious how the version that's loaded on my pc works with going online to the site or using the phone app? How does information flow back and forth? I'm not savvy at all regarding desktop and cloud interaction. Thanks!

jacobs

The key to understand is that the data file on your computer is the main repository of your data. You can't re-create a desktop data file from cloud data. The data syncs in both directions — wherever you download, enter or edit any transactions should sync to the other. That said, problems with out-of-sync syncing are known to happen, where older data overwrites newer data, and for that reason some people (I'm one!) leave sync turned off and don't use the mobile app. (In Quicken Mac, there is a menu command for Sync to Mobile, which it's good to use after data entry to force a sync; I'm guessing there's something similar if you're using Quicken Windows.)

splasher

Follow this link for FAQs on Quicken Mobile and Quicken Web which both use the data in the Quicken Cloud Account synced from the desktop Quicken data file.

https://www.quicken.com/support/quicken-mobile-frequently-asked-questions

BTW, this has nothing to do with Quicken Simplifi which is completely in the "cloud".

Carno

Thanks! I'll review.

jacobs

The key to understand is that the data file on your computer is the main repository of your data. You can't re-create a desktop data file from cloud data. The data syncs in both directions — wherever you download, enter or edit any transactions should sync to the other. That said, problems with out-of-sync syncing are known to happen, where older data overwrites newer data, and for that reason some people (I'm one!) leave sync turned off and don't use the mobile app. (In Quicken Mac, there is a menu command for Sync to Mobile, which it's good to use after data entry to force a sync; I'm guessing there's something similar if you're using Quicken Windows.)

Ps56k2

here's another tidbit - https://www.quicken.com/support/what-quicken-cloud

Carno

very helpful, thank you!