Synching Quicken on web with two different computers

marc
marc Member ✭✭✭
edited February 21 in Budgeting and Planning Tools (Windows)

I use quicken on my desktop computer at home and on my laptop when I travel.

I recently learned that transferring the file via a backup restore to a different computer requires that all links to financial institutions be re-activated after the restore, a cumbersome process.

Instead, I would like to know if I do the update on the web version, can I synch it with either computer?

Tagged:

Comments

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @marc,

    Thank you for reaching out! You can use Quicken on the Web to view and update your data from both computers. However, to clarify, Quicken on the Web does not allow you to sync Quicken data between two separate files on your computers.

    The way it works is you pick one file to be the "master" file. Sync that one with the Quicken Cloud. For more information on the cloud, please review this article: https://www.quicken.com/support/what-quicken-cloud/#section-windows-1 .

    Once that file is synced, you will be able to view it and make limited updates from any device that can access Quicken on the Web. For more information on Quicken on the Web, please review this FAQ: https://www.quicken.com/support/quicken-web-frequently-asked-questions/#section-windows-1

    I hope this helps!

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @marc,

    We haven't heard back from you in a while. Do you still need assistance?

    Check back and let us know! Thank you.

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

  • marc
    marc Member ✭✭✭

    I'd like to clarify the use of Quicken on two different computers.

    I use one-step update and synch quicken from computer #1 to Quicken on the web.

    Can I restore my Quicken backup file to computer #2 and synch it to Quicken on the web, so that the web version updates the file on computer #2, without affecting computer #1?

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @marc,

    Sorry for the delayed response. I did not receive a notification that you'd responded.

    To answer your question:

    As long as the file on computer #2 is its own separate entity with its own separate cloud account, then you should be able to update it and sync to the cloud without affecting the file on computer #1. However, if you have accounts that connect via Express Web Connect Plus (EWC+), some financial institutions may not allow you to connect your accounts in more than one Quicken file. That could cause accounts authorized to connect in one file to become disconnected in the other.

    Thank you!

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

Categories