Quicken Mobile - Frequently Asked Questions

Quicken Mobile will run on the new Kindle Fire HD, although further testing is still underway to ensure the app runs smoothly.

Absolutely.

No.  Quicken mobile is a companion application to Quicken 2013 for Windows desktop and is designed to provide Quicken desktop users, such as yourself, more flexibility in viewing and updating information while on the go using your mobile device.

No. Only Quicken 2013 for Windows works with Quicken Mobile.  If you have an earlier version of Quicken and would like to benefit from Quicken's mobile app, you'll need to upgrade to Quicken 2013.

We are actively working on the development of mobile capabilities for Quicken Essentials.  We will launch this product as soon as possible, and will notify our customers as soon as it is available.

A Quicken Cloud ID is used to identify and connect Quicken desktop with Quicken Mobile on your mobile device. Create a Quicken Cloud ID and password using Quicken 2013. Then synchronize your desktop data to the cloud.  Next, enter your Cloud ID and password on your phone or tablet which will sync your data. You should then see your Quicken data on the mobile device.

No. Transactions from banks and other financial institutions will update on Quicken Mobile even without Quicken desktop syncing once a Quicken Cloud account has been established.

Accounts can only be added or taken out of the sync list from Quicken desktop.

In the current version, only checking, saving and credit card accounts are supported.

Quicken Mobile is designed to show your most recent account information to help you spend within your monthly budget, review current transactions or make changes while on the go, allowing for optimal application performance and saving valuable space on your mobile device.  The desktop application is much larger and robust, so you will find more features on there than on your Quicken mobile app.

Budget items can only be added or deleted using Quicken desktop, which are then synchronized to the mobile device.

Quicken mobile does not support budget items that have a negative value which some customers use for cash flow tracking and planning. The budget on the mobile device is best used for tracking spending so you can stay within your monthly budget.

Quicken desktop incorporates scheduled transactions into it’s budget item calculations. Currently these virtual transactions are not sent to Quicken mobile and can’t be displayed in the budget charts on the mobile device leading to different totals.

Quicken Mobile does not support budget items with negative values so these do not appear in the Quicken mobile product. In some very rare cases this creates a situation where sibling budget items can’t be edited. Edit the budget on Quicken desktop if this happens.

Quicken Mobile’s rollover totals come from the data stored in the Quicken Cloud so if the cloud has a subset of data compared to Quicken desktop, the rollover amounts will be different.

Yes. You can split transactions on your mobile device for all transactions that are downloaded from your financial institutions.

Currently transactions that are manually created on the mobile device cannot be split. For these types of transactions sync with the cloud and then edit them using Quicken desktop.

Yes, transfers are considered categories on Quicken mobile and are not special transactions where money is moved from one account to another like on Quicken desktop.  Quicken mobile does not support investment or loan accounts and therefore a “true” transfer can’t take place.

Alerts are defined using Quicken desktop. Go to the Mobile & Alerts tab and click on Alert Settings to define the items that will trigger alerts.

In Quicken mobile, slide your finger from left to right or right to left on the alert you want to delete.  Tap the Delete button to delete the alert.

You can deactivate your Quicken mobile application on the lost or stolen device by going to Quicken desktop and clicking on the Mobile & Alerts Tab and then clicking on the Quicken Cloud Edit Profile button. This will bring up a window that will display all of the mobile devices connected to the current Quicken Cloud ID. Click on the Deactivate button to deactivate the lost or stolen mobile device.  Since your information is stored locally and on Quicken's cloud, your information will not be erased.

Yes. Quicken mobile has a passcode feature. Tap Settings and create a passcode.  Once you create a passcode, you will need it to see your Quicken data in the future.

 Of course.  You can find it here.