How to Set Up and Sync Accounts from Quicken onto Your Mobile Device

Product Version
Windows
Mac
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Overview

When you sync your Quicken data file to Quicken Mobile, you'll have access to your accounts from your mobile device.  

Before you begin

The Quicken Cloud transmits your information between Quicken Desktop and Quicken Mobile, but it is not a backup service. You can't restore Quicken data from the Quicken Cloud, and you can't access the Quicken Cloud from anywhere except the desktop and mobile Quicken products.

Instructions

Quicken for Windows

First, set up Quicken Mobile Sync in Quicken Desktop:

  1. Open Quicken and go to the Mobile & Alerts tab.  Depending on the sizing of the Quicken window, the Mobile & Alerts tab may be located in the More tab.

How to Set Up and Sync Accounts from Quicken onto Your Mobile Device

  1. Click Get Started to select the accounts you want to sync to your mobile device.

How to Set Up and Sync Accounts from Quicken onto Your Mobile Device

  1. Place a check next to each account you want to sync to mobile. 

How to Set Up and Sync Accounts from Quicken onto Your Mobile Device

  1. After selecting the accounts you want to sync, type your bank password(s) in the field(s) above the accounts and click Done. Then, click Done again on the Accounts Synced dialog. 

How to Set Up and Sync Accounts from Quicken onto Your Mobile Device

 

To sync your Quicken data to Quicken Mobile: 

  1. Click Sync Now under the Mobile & Alerts tab 

How to Set Up and Sync Accounts from Quicken onto Your Mobile Device

  1. Go to your mobile app and sign in with your Quicken ID
  2. Swipe down on the Mobile App home screen. All the data from the cloud is then downloaded to your mobile device.

Note: To sync to your mobile device whenever you perform a One Step Update, just select Sync to Quicken Cloud under your One Step Update settings:

How to Set Up and Sync Accounts from Quicken onto Your Mobile Device

Quicken for Mac

First, set up Quicken Mobile Sync in Quicken Desktop:

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

To sync your Quicken data to Quicken Mobile: 

  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 your mobile app and sign in with your Quicken ID.
  4. Swipe down on the Mobile App home screen. All the data from the cloud is then downloaded to your mobile device.

Other

Troubleshooting

If you have problems syncing your accounts, you can find troubleshooting steps here

What to know

  • After you set up mobile sync in your Quicken file, you'll begin syncing transactions to the Quicken Cloud. You can then sync from the Quicken Cloud to your mobile device, so you can always see your latest transactions.
  • Information moves in both directions between your desktop and mobile device, and from your mobile device to Quicken desktop. Two-way sync means that transaction updates (like categorizing a transaction or adding a recent purchase) on the mobile device will sync to your Quicken desktop file and be added to your Quicken file.
  • After syncing, everything will match. Transactions, balances, and budget results, regardless of where you choose to view your data.
  • You should use your Quicken ID to log in to the mobile app. Your Quicken file is associated with your Quicken ID; log in with your Quicken ID to sync your mobile device to your Quicken file.
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