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How to Use the Quicken 2014/2015 Mobile App?

Updated: 9/29/2014 | Article ID: INF24627

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With the Quicken 2014/2015 mobile companion app, your information is synced between your computer, tablet, and smartphone. This guide shows you how to:

Use Quicken on your phone or tablet

Quicken on your mobile device (iPhone®, iPad®, Android™ phone or tablet) syncs with your desktop data and makes keeping track of your money super easy while you're on the go. You can also receive various alerts and notifications regarding your account balances, fees, and spending patterns. All of which are completely customizable, of course! 

Get and stay in sync

When you sync, you transfer Quicken data to and from your desktop software and your mobile devices.

What to know:

  • Data moves in both directions -- between your desktop and mobile device. Anywhere you have new data, Quicken figures out which device needs that data and moves it where it needs to be. This includes additions and changes to the accounts you choose to sync, your budget, and the transactions you download or enter manually.
  • At the end of a sync everything matches -- transactions, balances, and budget results, regardless of where you choose to view your data.
  • There is no need to sync one mobile device with another mobile device -- only your Quicken desktop software needs to be synced with your mobile device(s).

Quicken Windows Setup & Sync

Start Quicken for Windows and click the mobile and Alerts tab.

 1. Click Get Started.

 2. Select the Checking, Savings, Credit, or Cash accounts you'd like to see on your Quicken app and select Done.

There are 2 ways to sync from the desktop:

  1. Click One Step Update to download new transactions and sync mobile data.  Just be sure to select Sync to Quicken Cloud in the One Step Update dialog.
     
  2. Go to the Mobile & Alerts tab and click Sync Now in the upper right corner to sync only with mobile.
  3. Progress messages appear during sync, and you’ll be notified when it completes.
  4. To sync your existing budgets, click “Change” under “Budget to show on phone or tablet,” then select the budget you want to sync. 

Quicken 2015 for Mac Setup & Sync

  1. Go to Preferences and select the Mobile & Alerts tab.
     
  2. Switch on mobile by moving the switch from OFF to ON.?

There are2 ways to sync:

  • Click Update All in the bottom left corner to download new transactions and sync mobile data.
  • Go to the Preferences and select the Mobile & Alerts tab and click Sync Now to sync only with mobile.
  • Progress messages appear during sync, and you’ll be notified when it completes.

 

Install and set up the mobile app

 Complete these quick and easy steps to use the Quicken 2014/2015 app

  1. Download the Quicken 2014/2015 app.
  2. Sign in to the Quicken 2015 app with your Intuit ID.

See more on how to set up the Quicken 2015 mobile app.

Synching your mobile devise is easy.

  • To sync your iPhone or iPad with the Quicken Cloud and with your financial institutions, tap.On Android, tap  .Any transactions downloaded from your financial institutions to your mobile device will also appear in your desktop software the next time you sync it.

Explore Quicken 2014/2015 Mobile Companion App

See a quick summary

After signing in you’ll see the Overview screen. It provides a high-level summary of your finances, and lets you drill down for more detail when you need it.

Here’s what you’ll see:

  • Your cash and credit balances. Tap to see your individual account balances.
  • Your budget for the month. Tap to see your individual budget categories.
  • Your income and expenses for the month, and what’s left. Tap to view by category or payee.
  • Your latest alert, and the total number of unread alerts. Tap to learn more. 
  • New! Your spending by category, spending over time and income over time.  Tap to drill down on each area. (Quicken added these new graphs to provide more ways for you to stay on top of your money while you’re on the go.)

View your accounts

To view your accounts, tap anywhere in the Accounts section of the Overview screen.

What to know: 

  • 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.
  • Windows-Only Feature: 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.

View and edit your transactions

To view your accounts, tap anywhere in the Accounts section of the Overview screen.

What to know:

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

For accounts connected to your bank, swipe 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.

 

Add a new transaction

To enter a new transaction on your mobile device, tap . On Android: Tap and choose Add Transaction.

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!

 

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.

 

Check your budget

To check your budget, tap anywhere in the Budgets section of the Overview screen. If you don’t have a budget yet, click the Planning tab > Budgets in your desktop software to create one. On Mac, click on the Budget button in the sidebar.

What to know:

  • To choose the budget to view on your mobile device, click the Mobile & Alerts tab in the desktop software.
  • The colored bars represent your monthly expenses to date for each budgeted category amount.
    • For example, under Groceries, you have spent $87 out of a planned $133. You have $46 left for the month.
  • The bar at the top represents your overall monthly plan.
    • The TODAY indicator moves to the right with each passing day. There is no amount associated with it.
  • Tap a bar to drill down and see the transactions behind a category.
  • Tap to change a budgeted amount. The change is copied to your desktop budget the next time you sync.

 

See where your money goes

To take a look at where your money is going, tap anywhere in the Earned and Spent section of the Overview screen.

What to know:

  • Your expenses for the month are listed first, sorted by category amount, in descending order. Tap to drill down and see the transactions behind a category.
  • Your income (or other credits) for the month are listed last. Again, tap to see the transactions.
  • Tap Payee to sort your expenses by payee amount instead of category amount.
  • If you continue to drill down you can change the categories assigned to transactions if you need to.

 

Get and customize alerts

To take a look at your account notifications, tap anywhere in the Alerts section of the Overview screen.

 

What to know:

  • The alerts listed are the ones you’ve chosen to receive.
  • To add or remove alerts on your mobile device, and to set the threshold at which each alert is triggered, click the Mobile & Alerts tab in the desktop software.
  • Tap an alert for more information. For example, in the graphic at the right, if you tap High Spending you’ll see the transactions behind that spending.
  • The number displayed in the Alerts section on the Overview screen represents the number of alerts on the mobile device that you haven’t seen yet. After you view all of your alerts the number goes away.
  • To delete an alert, touch it then swipe your finger horizontally. A red “Delete” icon appears allowing you to delete the alert. (On Android: Press and hold the alert, then choose Dismiss.)

 

Stay safe and secure

Quicken understands that the privacy and security of your personal financial data is of the utmost importance to you.

What to know:

  • Your Quicken desktop software and mobile app use encryption and Secure Socket Layer (SSL) technology to secure the transmission of your financial information over the Internet.
  • Your Quicken Cloud ID password is not saved on your mobile device.

Things you can do further protect yourself:

  • To password protect the Quicken app on your mobile device, tap the menu button at the top of the Overview screen (On Android: Tap first.), and then tap Passcode. If someone borrows your phone, or if your phone is lost, this passcode needs to be entered to gain access your Quicken data.
  • To completely erase your Quicken data from your mobile device (Don’t worry, it’s easy to get back!), go into Settings again, and tap Sign Out. The next time you use the app, just sign in again and your data will be restored.
  • To deactivate your mobile device(s), contact support.

 

Thank you again!

We sincerely hope this short guide gets you up-and-running with Quicken. We really appreciate your business and work hard every day to make Quicken the best personal finance solution on the market.

 
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