Select the accounts to sync and receive alerts for
This is where you choose the accounts you want to see on your mobile devices. Don't worry, you can always change your account settings later, if you need to.
- Select the accounts you want to sync with your mobile device(s) and receive alerts for. You'll choose the specific alerts you want to receive later.
- Enter the password for each account, and then click Done.
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Notes
What happens during a sync?- When you sync, you transfer your Quicken data to and from your mobile devices.
- Here's how it works: if you enter or download transactions into your Quicken desktop software, syncing will copy them to your mobile device(s); if you enter or download transactions into your mobile device, syncing will copy them to your Quicken desktop software.
- 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, the transactions you download or enter manually, and the budget in your desktop software.
- At the end of a sync everything will match: transactions, balances, and budget results, regardless of where you choose to view your data. Please note that for investing accounts, only the accounts and their balances are synced. Transactions are not synced as of now.
- If you use multiple mobile devices, those devices will be always in sync with each other. For example, if you enter a transaction on one mobile device, the transaction will automatically appear on your other mobile devices that use the same Quicken ID. 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).
- How do I sync my investing watch list to my phone?When selecting the accounts to be synced, select the check box Watch List.
- Why aren't all my accounts listed?
Only these Quicken accounts can be synced with your mobile device and used for alerts —checking, savings, cash, investing and credit card. Foreign currency (non-U.S. Dollar) accounts cannot be used with Quicken for mobile at this time.
Note: For investing accounts, only the accounts and their balances are synced. Transactions are not synced as of now.
For more information, see:
- Using Quicken on your phone or tablet
Adding a spending account
What alerts can I receive, and when are they sent?
| Alert... | Is sent... |
|---|---|
Credit Available | If your available credit drops below [500, 1000, 2000, or 5000] dollars. |
Bank Fees | If your bank charges a fee above [1, 5, 10, or 50] dollars. |
Unusual Spending | If my spending in any category is above average by [200, 500, 1000, or 2000] dollars. |
Large Deposits | If any single deposit exceeds [500, 1000, 2000, or 5000] dollars. |
Large Purchases | If any single purchase exceeds [500, 1000, 2000, or 5000] dollars. |
Low Balance | If the balance of any single account drops below [200, 500, 1000, or 2000] dollars. |
Over Budget | If you exceed your budget. |
Interest Rate | If your interest rate changes. |
Total Credit Available | If your credit usage is high enough to affect your credit score. |