Why Am I Getting Email From Quicken?


You may receive emails from Quicken when you have enabled Mobile & Alerts in Quicken Windows 2013 or newer, or Quicken Mac 2015 or newer. These emails, typically received on a weekly basis, may advise that you're nearing your credit limit, have a low banking balance or high spending, or are over your budget.


The criteria for these Alerts comes from different settings and data in your Quicken file. See the product version and details specific to your question.

QUICKEN WINDOWS

Where do I find the Alerts settings?

Go to the Mobile & Alerts tab in your Quicken desktop file and click the Edit Alerts Settings link.

How does Quicken know about my balances, credit limits or budgets?

The information provided on those email alerts is derived from a combination of data you enter and settings you choose when setting up mobile sync. To confirm the information in your Quicken file:

  • Credit Limit - Edit Account on your Account List (Ctrl + A) and look at the General tab. This information is user-defined and is not downloaded from the financial institution.
  • Account balances and transactions are used to determine the limits, balances, fees, deposits and spending Alerts. Look at your account register in Quicken.
    • NOTE: Quicken uses the ENDING Balance, which can include manual and/or future dated transactions (including Reminders).
  • Alert threshold (trigger) - Go to Mobile & Alerts tab and click the Edit Alert Settings link to see the settings

How do I stop getting these emails?

If you've decided that you no longer want these Alerts, you can turn off the setting in Mobile & Alerts > Edit Alert Settings by choosing Never in the Summary Emails option at the top of the settings box.

If you no longer have Quicken and cannot access the Quicken file that setup these Alerts, please contact Quicken Support to have the Quicken Cloud ID deleted from the servers.

QUICKEN MAC

Where do I find the Alerts settings?

Go to Quicken > Preferences > Mobile & Alerts in your Quicken Mac desktop file and click the Alerts tab.

How does Quicken know about my balances, credit limits or budgets?

The information provided on those email alerts is derived from a combination of data you enter and settings you choose when setting up mobile sync. To confirm the information in your Quicken file:

  • Credit Limit - Click on Settings in the bottom right corner of the account register. This information is user-defined and is not downloaded from the financial institution.
  • Account balances and transactions are used to determine the limits, balances, fees, deposits and spending Alerts. Look at your account register in Quicken.
    • NOTE: Quicken uses the ENDING Balance, which can include manual and/or future dated transactions (including Reminders).
  • Alert threshold (trigger) - Go to the Alerts tab in Quicken > Preferences > Mobile & Alerts.

How do I stop getting these emails?

If you've decided that you no longer want these Alerts, you can turn off the setting in  Alerts tab in Quicken > Preferences > Mobile & Alerts by choosing Never in the Summary Emails option at the top of the settings box.

If you no longer have Quicken and cannot access the Quicken file that setup these Alerts, please contact Quicken Support to have the Quicken Cloud ID deleted from the servers.

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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.