How To Use The Quicken Mobile Companion App

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

  • Install and set up the app
  • See a quick summary
  • Get and stay in sync
  • View your accounts
  • View and edit your transactions
  • Add a new transaction
  • Check your budget
  • See where your money goes
  • Get and customise alerts
  • Stay safe and secure

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 customisable, of course!

Get and stay in sync

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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).

Source: Quicken

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