Quicken on the Web Frequently Asked Questions

Overview

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 new, web-based companion that allows you to view your transactions and access some of Quicken's key features from any computer via the web. You can find more information by clicking here

How do I start using Quicken on the Web?

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

First, set up Quicken Sync in Quicken Desktop:

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

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

  1. Place a check next to each account you want to sync to Quicken on the Web. 

  1. After selecting the accounts you want to sync, type your bank password(s) in the field(s) above the accounts and click Done (you won't need to do this if you have a password vault). Then, click Done again on the Accounts Synced dialog. 

To sync your Quicken data to Quicken on the Web: 

  1. Click Sync Now under the Mobile & Web tab 

  1. Go to Quicken on the Web and sign in with your Quicken ID
  2. 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.

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

 

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.

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.

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 accounts 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.

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