View, Edit, and Add Transactions on your Quicken Mobile App



View Your Accounts on Your Mobile Device

To view your accounts, tap anywhere in the Accounts section of the Overview screen. We try to make it easy!

What to know:

  • The accounts listed are the ones you’ve chosen to sync. To add or remove accounts on your mobile device, click the Mobile & Alerts tab in the desktop software.
  • The balances displayed are online balances. If you have pending transactions, they are not reflected here. (More on this in the next section.)
  • The All Accounts balance is the sum of the accounts and transactions on your mobile device.
  • You can see when your accounts were last updated by looking just below the account balance, or at the bottom of the screen.

 View, Edit, and Add Transactions on your Quicken Mobile App

To sync your balances and transactions with the Quicken Cloud and with your financial institutions, tap View, Edit, and Add Transactions on your Quicken Mobile App . (On Android: Tap View, Edit, and Add Transactions on your Quicken Mobile App at the top of the screen.)

View and Edit Your Transactions

To view your accounts, tap anywhere in the Accounts section of the Overview screen. We try to make it easy!

What to know:

At the top of the screen is the balance of the account.

For accounts connected to your bank, tap anywhere on the balance line to switch between:

  • Online Balance: The sum of your transactions that have cleared your bank, as of today.
  • Ending Balance: The Online Balance plus the sum of your pending transactions. A pending transaction is a transaction that hasn’t cleared your bank yet. In many cases, it is a future-dated transaction that you’ve entered in the desktop software.

For accounts NOT connected to your bank, you’ll see:

  • Current Balance: The sum of your transactions entered into the register, as of today.

Thirty days of transaction history is listed, sorted by date, with the most recent at the top. For the Ending Balance, pending transactions are listed first.

Tap a transaction to change its payee, date, category, tag, or memo.

View, Edit, and Add Transactions on your Quicken Mobile App

 

How to Add a New Transaction

To enter a new transaction on your mobile device, tap View, Edit, and Add Transactions on your Quicken Mobile App .

(On Android: Tap View, Edit, and Add Transactions on your Quicken Mobile App and choose Add Transaction.) You’ll find the icon on every screen in the app.

View, Edit, and Add Transactions on your Quicken Mobile App

What to know:

  • Based on your location, Quicken presents a list of local merchants. You can choose one of them as the payee, or enter a payee of your own.
  • Quicken defaults to a debit or credit card expense. If necessary, tap Expense to record a check, add an income transaction, or to change the account.
  • Use the keypad to enter the amount of the transaction.
  • Tap Next.
  • Assign a category, tag, and memo. To save time, you don’t have to do this now. You can sync, and do it later in your desktop software.
  • Tap Done. The transaction is added to the account on the mobile device. The next time you sync, it will be copied to your desktop software. Perfect!

View, Edit, and Add Transactions on your Quicken Mobile App

 

About transfers and splits:

To record a transfer in the Quicken app, select Transfer as the category for the transaction. After you sync and view the transaction in your desktop software, you’ll notice that the transfer is assigned to an Unspecified Account. Simply choose the correct account and sync again. The transfer will then appear on your mobile device as recorded in your desktop software.

To work with split transactions in the Quicken app, the transactions must have been:

  • Downloaded from your bank into the Quicken app, or
  • Created in your desktop software as a split and then synced to your mobile app.

 

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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.