Troubleshooting Issues with the Quicken Mobile App

Quicken for Mac
Quicken for Windows

If you have general questions about setting up or using the Mobile App, please see Quicken Mobile - Frequently Asked Questions

I can't sign in to the Quicken Mobile App

First, make sure that you've set up your account for Quicken Mobile in the Quicken Desktop program, and performed a sync.  The mobile app won't show your data until after the initial sync from Quicken Desktop.

Next, confirm that you're logging in to the Mobile App with the Intuit ID that's associated with your Quicken Desktop data file; your Intuit ID is usually your email address, but to verify this:

Quicken for Windows

  1. Go to the Mobile and Alerts tab
  2. Click Edit Profile on the upper right to verify your Intuit ID

Quicken for Mac

  1. Go to Quicken > Preferences > Connected Services
  2. Verify your Intuit ID

Finally, if you can't sign in to the Mobile App after setting up Mobile Sync:

  • Make sure your mobile OS is updated to the latest release
  • Wait a few hours and try again; there may be a temporary server issue 
  • Confirm you have enough storage space for the Quicken app (typically found in the Settings of your device)
  • Ensure that you have cellular or WiFi access
  • Uninstall, re-download and reinstall the app

If you're still unable to sign in, or are receiving an error, please contact our support team.

I tried to reset my password, but I didn't receive a verfication/access code

The first thing to try is checking your email's junk or SPAM folder to make sure the code didn't end up there.  

If the code isn't in your junk or SPAM folders, it's possible that you have more than one email account, and the verification/access code is being sent to the email account that you associated with your Intuit ID, instead of the email account you're checking.  If you'd like to change the Intuit ID associated with your data file, you can use the instructions below.

I want to change the Intuit ID I use with the Quicken Mobile App

Quicken for Windows

  1. Go to Edit > Preferences > Intuit ID, Mobile, & Alerts
  2. Click Unlink your cloud data
  3. Type "yes" to confirm. Then click Unlink
  4. To change the ID, click Get started in Intuit ID, Mobile & Alerts in the Preferences window.  Then Get Started again.
  5. You should get a popup message "Would you like to replace your existing mobile data with data from this file?" Select Yes to sync your current data with your accounts you have linked to Quicken.
  6. On your mobile device, open your Quicken Mobile App and sign in with your new Intuit ID to sync your data.

Quicken for Mac

  1. Go to Quicken Preferences Connected Services
  2. Click Sign in as a different user
  3. Click Sign Out
  4. When prompted, enter your different Intuit ID and Password

I'm having trouble syncing to the Quicken Mobile App

If you're having trouble syncing to the Quicken Mobile App, there are a few different things you can do to resolve the issue:

First, be sure to follow any troubleshooting steps you received in the app; in many cases, the error message will have information to help you fix the issue yourself.

If the troubleshooting doesn't fix the issue, reset your cloud data.  This is useful if you are having sync issue or you notice discrepancies between the data on your device and Quicken Desktop.

Quicken for Windows

  1. Go to Edit Preferences Intuit ID, Mobile, & Alerts
  2. Click Reset your cloud data

Quicken for Mac

  1. Go to Quicken > Preferences > Mobile and Alerts.
  2. Go to the Advanced tab
  3. Click Reset Cloud data

Note: Make sure when syncing on your desktop that the accounts you want to sync are selected. In the Mobile & Alerts tab, you can see what accounts are enabled for Mobile Sync. If the accounts you want to sync are not listed there, you can click Edit Account Setting to add or remove accounts from Mobile Sync.

How do I sign out of the Quicken Mobile App?

  1. Open the Quicken Mobile App
  2. Tap the Settings gear (in the bottom right) on your iOS device or Troubleshooting Issues with the Quicken Mobile App on your Android device, then select Sign Out

I'm getting an error message when I use the Quicken Mobile App

There are a few reasons that could cause an error when you sign in, sync, or edit transactions in the Quicken Mobile App. Most of these errors are temporary; if you wait 24 hours, the error should resolve itself. Some errors will specifically prompt to wait. If you receive one of these messages, it is imperative to wait the specified time. If you receive an error message with steps to resolve the issue, try these steps and see if they fix things for you, or search for the specific error on our Quicken Support site or Community.  

If you're unable to resolve these issues, contact our customer care team for more help.

How do I view older transactions on my mobile device?

When you initially setup and sync your mobile accounts, one year's worth of transactions download, but your balances are correct. Each time you sync, transactions will build on top of the initial year's worth of transactions.

Note: When you sync your mobile accounts in Quicken for Windows 2017 and Quicken for Mac 2017, two years' worth of transactions are downloaded.

 

 

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.