There are three simple steps to setting up your Quicken desktop software:
- Sign in or Sing up with a Quicken ID while creating a datafile.
- Select the accounts you want to sync and use for alerts.
- Customize your email and alert preferences.
- Within the Quicken desktop software, click the Mobile & Web tab.
- Click Get Started.
- Enter your zip code (If Prompted).
- Click Next when you are finished.
- Select the accounts you want to sync and use for alerts (You can choose the actual alerts later). Your spending accounts—checking, savings, cash, credit card and your watch list can be synced. Investing accounts and their balances can also be synced. Please note that the investing transactions cannot be synced as of now.
- If necessary, enter the password for each account.
- Tell me more
Your account passwords may already be filled in if you use the Quicken Password Vault to manage your passwords; otherwise, enter the password for each account.
Accounts that aren't connected (enabled for transaction download) do not require a password. They are listed under the "Other" heading in the Accounts to Sync column.
- Click Done.
- What happens next?
The accounts you've chosen to sync, and the transactions they contain, will be synced to your Quicken ID.
If this is the first time you've synced this data file, and if there is existing data on your mobile devices that share the same Quicken ID, the Quicken desktop software will ask you how you want to handle the situation: replace the data on mobile and web with the data in your desktop software, or create a new desktop software data file that contains the data in mobile or web. You can also choose to do nothing if you want. The bottom line is that under no circumstance will you lose any of your existing Quicken desktop software data when you sync.