How to Change Alert Settings and Accounts Synced to Quicken Mobile

Overview

Some Mobile Sync settings you can change are:

• What alerts you want to receive.

• Which accounts are synced to your mobile device.

Before you begin

You will need to set up your Quicken desktop software for Mobile Sync first before you can follow the steps below to update your Mobile Sync settings.

To update Mobile Email Alerts

1. Go to Quicken > Settings.

2. Select the Mobile, Web & Alerts tab, then click Alerts. If there is no option for Alerts, toggle the Sync Button to "On".

3. Use the drop-downs and the checkboxes to update the alerts you want to receive, and when the alerts are triggered; the alerts are sent to the email address associated with your Quicken ID, shown at the bottom of the Alerts window.

To select or change the accounts you sync to mobile

1. Go to Quicken > Settings.

2. Select the Mobile, Web & Alerts tab, then click Accounts. If there is no option for Accounts, toggle the Sync Button to "On".

3. Use the checkboxes to add or remove accounts for Mobile Sync - you'll be able to sync checking, savings, cash, and credit card accounts.

Note: Quicken Connect accounts are always checked, as these accounts use Quicken Sync services to download transactions.