Quicken on the Web Frequently Asked Questions

Overview

Need to view your Quicken data in different locations? You can now sync transactions from your Quicken desktop product to Quicken on the Web.

What is Quicken on the Web?

Quicken on the Web is the web-based companion that allows you to view your transactions and access some of Quicken's key features from any computer via the web! For more information on the features available in Quicken on the Web, click here.

How to sync to Quicken on the Web (Companion App)

First, set up Quicken Sync in Quicken Desktop:

1. Go to Quicken > Preferences > Mobile, Web & Alerts.
2. Sign in with your Quicken ID, if prompted.
3. Use the Sync toggle switch to turn on Web Access.

To sync your Quicken data to Quicken on the Web: 

1. Go to Accounts menu > Sync to Mobile or
2. Click the circular arrow above your account list to Update Online Accounts.
3. Go to Quicken on the Web and sign in with your Quicken ID.
4. Quicken on the Web will automatically sync your transactions; you can see the spinning arrow in the upper right when Quicken on the Web is performing a sync, or you can initiate a sync at any time by clicking the arrow

How do I access Quicken on the Web?

You can access Quicken on the Web directly through app.quicken.com/login or go to Quicken.com > Sign In > Quicken on the Web.  Remember to use your Quicken ID to sign in.

Where is my data stored?

Your Quicken data is still stored on your computer.  The Quicken Cloud enables your desktop data to sync between Quicken on the Web, Quicken Mobile, and Quicken Desktop.  Read more information about the Quicken Cloud here.

Can I export my transactions from Quicken on the Web?

Quicken on the Web now allows you to download register transactions to a CSV file. Just select an account and click the download button in the upper-right corner of the register.

Why are some of my accounts missing on Quicken on the Web?

If you find that some of your accounts don't appear on Quicken on the Web, be sure to check that these accounts have been selected to sync in your desktop product.  Also, be sure that the correct data file has been selected to display in Quicken on the Web.  You can do this by clicking the letter icon in the bottom left corner of the Quicken on the Web screen . Click See All Finances, then select the correct data file from the list. 

If the accounts in question have been synced, and the correct data file has been selected, it's possible that these account types have not yet been added to Quicken on the Web; currently, property and debt accounts do not sync from Quicken for Windows.  We're working to add all available account types to Quicken on the Web.

Why are some reports incorrect on Quicken on the Web?

If you find that some of your reports appear incorrectly on Quicken on the Web, be sure to check that these accounts have been selected to sync in your desktop product.  If these accounts have been synced, it's possible that these account types have not yet been added to Quicken on the Web; currently, property and debt accounts do not sync from Quicken for Windows.  We're working to add all available account types to Quicken on the Web.

Can Quicken on the Web be used as a file backup?

The Quicken Cloud is a cloud service that transmits your information between Quicken on the Web and the Quicken desktop products. However, it is not a cloud drive and cannot be used as an online backup.