Quicken 2014 Essential Training
Illustration by Neil Webb

Installing the Quicken mobile app


Quicken 2014 Essential Training

with Sally Norred

Video: Installing the Quicken mobile app

Let's take a few minutes to walk through Click the green Get Started button in the middle of the Quicken Mobile page. If you're prompted, enter your zip code and click Next.
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  1. 47s
    1. Welcome
  2. 10m 45s
    1. What is Quicken 2014 Premier?
      2m 45s
    2. Defining common Quicken terminology
      2m 58s
    3. Touring the Quicken interface
      5m 2s
  3. 36m 42s
    1. Setting up your Intuit ID
      2m 54s
    2. Using the Account Bar
      2m 46s
    3. Understanding account types
      3m 59s
    4. Adding your first account
      3m 11s
    5. Updating your accounts
      3m 44s
    6. Setting up your Password Vault
      2m 55s
    7. Adding other spending and savings accounts
      5m 15s
    8. Adding investing and retirement accounts
      4m 45s
    9. Adding property and asset accounts
      2m 44s
    10. Adding loan and debt accounts
      4m 29s
  4. 42m 13s
    1. Understanding spending account registers
      4m 59s
    2. Searching, sorting, and filtering transactions
      2m 31s
    3. Downloading transactions for a specific account
      1m 53s
    4. Entering spending transactions manually
      2m 15s
    5. Understanding transaction categories
      2m 42s
    6. Categorizing transactions
      4m 37s
    7. Customizing the Category List
      3m 54s
    8. Recording split transactions
      3m 31s
    9. Transferring funds between accounts
      1m 21s
    10. Saving time with memorized payees and QuickFill
      4m 30s
    11. Reconciling accounts
      4m 8s
    12. Using the Spending tab
      2m 28s
    13. Creating and understanding spending reports
      3m 24s
  5. 20m 8s
    1. Using the Bills tab
      4m 6s
    2. Setting upcoming bill reminders
      5m 11s
    3. Setting upcoming income reminders
      4m 6s
    4. Projecting future account balances
      2m 54s
    5. Using Quicken Bill Pay
      3m 51s
  6. 24m 39s
    1. Using the Planning tab
      2m 34s
    2. Creating a budget
      5m 48s
    3. Creating a debt-reduction plan
      3m 53s
    4. Using the Lifetime Planner
      3m 32s
    5. Using the Tax Center
      3m 29s
    6. Creating savings goals
      5m 23s
  7. 18m 11s
    1. Using the Investing tab
      4m 22s
    2. Viewing your portfolio
      4m 45s
    3. Tracking your portfolio performance
      3m 10s
    4. Monitoring asset allocation
      3m 46s
    5. Creating and understanding investment reports
      2m 8s
  8. 10m 58s
    1. What is the Quicken mobile app?
      2m 51s
    2. Installing the Quicken mobile app
      3m 59s
    3. Quicken mobile app overview
      4m 8s
  9. 33s
    1. Next steps

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Watch the Online Video Course Quicken 2014 Essential Training
2h 44m Appropriate for all Jun 19, 2014

Viewers: in countries Watching now:

Remove the mystery from your finances with Quicken 2014, the one-stop shop for managing your money and charting your financial future. In this course, Sally Norred takes you on a tour of this powerful personal finance tool, showing how to connect with your bank, and integrate your savings, retirement, loan, and credit card accounts to see the big picture of your financial health. Learn how Quicken automatically tracks and categorizes your spending, and then see how to customize this tracking to suit your needs. Walk through setting up bill and income reminders to stay on top of important payment dates and developing a budget that gives you the information you need to make sound financial decisions. Once you understand the basics, discover Quicken's tools for helping you get out of debt as soon as possible and create savings goals for your next big purchase. Last, see how to get the most out of your investments and check out the Quicken mobile app, which allows you to track purchases using photos of receipts taken with your mobile device.

Topics include:
  • Touring the interface and setting up an Intuit ID
  • Understanding account types
  • Adding and updating accounts
  • Tracking spending
  • Searching, sorting, and filtering transactions
  • Categorizing transactions and customizing categories
  • Reconciling accounts
  • Creating and understanding spending reports
  • Projecting future balances
  • Using Quicken Online Bill Pay
  • Creating a budget
  • Creating a debt reduction plan and savings goals
  • Using the Lifetime Planner and the Tax Center
  • Tracking investments
  • Viewing your investment portfolio
  • Creating and understanding investment reports
  • Using the Quicken mobile app
Sally Norred

Installing the Quicken mobile app

Let's take a few minutes to walk through the process of setting up the Quicken Mobile app. Before you install the Quicken 2014 Mobile app on your device, first you need to set up your Quicken desktop software to sync your information to the cloud. You must do this so your Quicken data will be able to be accessed by the mobile app. Within the Quicken desktop software, click the Mobile and Alerts tab on the upper right. Click the green Get Started button in the middle of the Quicken Mobile page. If you're prompted, enter your zip code and click Next. Select the spending accounts that you want to sync and use for alerts.

You can choose exactly which alerts you'd like to receive later. If prompted, enter the passwords for your account. If you've already entered them into your password vault, you don't need to enter them again. Click Done. You'll see a pop-up window telling you when your accounts have been synced, the accounts you've chosen to sync, and the transactions they contain. They'll be transferred to any mobile device that shared that same Intuit ID as the one you use for your Quicken Desktop software. You'll also see instructions for downloading the mobile app to your phone or tablet device, and you'll be notified that your email alerts are activated.

When you close the pop-up window, you'll notice that the Mobile and Alerts window now lists the accounts you've enabled for mobile and alerts. It also has an alerts area and an area to select your budget to show on your mobile device. Let's set those now as long as we're here. First, I'll select the budget to show on my mobile device. I'll click Change and I'll select Jeannie's Budget, and click OK. Now let's set our email and text alerts. I'll click edit alert settings. I'm going to carefully select my alerts so I don't get overloaded with email or texts.

I'm going to get rid of Credit Available, Low Balance, Interest Rate, and Total Credit Available, but I'll keep bank fees. Think I'll increase Unusual Spending to a $1,000. And I'll keep my OverBudget alert. I like to keep the Unusual Spending alerts to guard against fraud, and the OverBudget alert to help keep my budget on track. Before we move away from this window, let's look at this important edit profile link the upper left corner. I'll just keep this as email-only alerts, but if you want to add text alerts, click Enable Text Alerts and follow the prompts to add your mobile phone number.

Click OK when you're done. Now, before we move away from this window, let's take a look at this important edit profile link in the upper left corner. Use this link if you ever lose your smartphone or tablet when you're syncing your Quicken data. You can turn off your authorized devices here and delete all your data from the cloud to keep your information secure. Now that we've set the Quicken desktop software to sync to the cloud, we need to install the mobile app on our mobile device. I'll show you how to set this up in my iPad. First, search the App Store for Quicken 2014.

The app will be called Quicken 2014 Money Management. Click on that result. I already have this app installed on other devices, so I'll click the cloud icon. If you see the word FREE, click that and click Install to install it on your device. Click Open to open the app on your device. Now we are at the fist screen of the Quicken app. You will be prompted to enter your Intuit ID here. Click Sign In. Enter the same Intuit ID and password that you entered when you installed your Quicken desktop software and click Sign In.

Your mobile app will now display the spending accounts and any budgets you've synced with your Quicken desktop software. Take the time to set up your Quicken mobile settings from within your Quicken desktop software prior to installing and logging on to the mobile app on your mobile device. The sync process will be much smoother.

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