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Are all accounts available for remote access?
vbJack
Member ✭
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.
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Best Answer
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Quicken Hugh
Alumni ✭✭✭✭
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 Questions5
This discussion has been closed.
Answers
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
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.