Easy-to-follow video tutorials help you learn software, creative, and business skills.Become a member

Installing the Quicken mobile app

From: Quicken 2014 Essential Training

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.

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.

Show transcript

This video is part of

Image for Quicken 2014 Essential Training
Quicken 2014 Essential Training

47 video lessons · 1646 viewers

Sally Norred
Author

 
Expand all | Collapse all
  1. 47s
    1. Welcome
      47s
  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
      33s

Start learning today

Get unlimited access to all courses for just $25/month.

Become a member
Sometimes @lynda teaches me how to use a program and sometimes Lynda.com changes my life forever. @JosefShutter
@lynda lynda.com is an absolute life saver when it comes to learning todays software. Definitely recommend it! #higherlearning @Michael_Caraway
@lynda The best thing online! Your database of courses is great! To the mark and very helpful. Thanks! @ru22more
Got to create something yesterday I never thought I could do. #thanks @lynda @Ngventurella
I really do love @lynda as a learning platform. Never stop learning and developing, it’s probably our greatest gift as a species! @soundslikedavid
@lynda just subscribed to lynda.com all I can say its brilliant join now trust me @ButchSamurai
@lynda is an awesome resource. The membership is priceless if you take advantage of it. @diabetic_techie
One of the best decision I made this year. Buy a 1yr subscription to @lynda @cybercaptive
guys lynda.com (@lynda) is the best. So far I’ve learned Java, principles of OO programming, and now learning about MS project @lucasmitchell
Signed back up to @lynda dot com. I’ve missed it!! Proper geeking out right now! #timetolearn #geek @JayGodbold
Share a link to this course

What are exercise files?

Exercise files are the same files the author uses in the course. Save time by downloading the author's files instead of setting up your own files, and learn by following along with the instructor.

Can I take this course without the exercise files?

Yes! If you decide you would like the exercise files later, you can upgrade to a premium account any time.

Become a member Download sample files See plans and pricing

Please wait... please wait ...
Upgrade to get access to exercise files.

Exercise files video

How to use exercise files.

Learn by watching, listening, and doing, Exercise files are the same files the author uses in the course, so you can download them and follow along Premium memberships include access to all exercise files in the library.


Exercise files

Exercise files video

How to use exercise files.

For additional information on downloading and using exercise files, watch our instructional video or read the instructions in the FAQ.

This course includes free exercise files, so you can practice while you watch the course. To access all the exercise files in our library, become a Premium Member.

Are you sure you want to mark all the videos in this course as unwatched?

This will not affect your course history, your reports, or your certificates of completion for this course.


Mark all as unwatched Cancel

Congratulations

You have completed Quicken 2014 Essential Training.

Return to your organization's learning portal to continue training, or close this page.


OK
Become a member to add this course to a playlist

Join today and get unlimited access to the entire library of video courses—and create as many playlists as you like.

Get started

Already a member?

Become a member to like this course.

Join today and get unlimited access to the entire library of video courses.

Get started

Already a member?

Exercise files

Learn by watching, listening, and doing! Exercise files are the same files the author uses in the course, so you can download them and follow along. Exercise files are available with all Premium memberships. Learn more

Get started

Already a Premium member?

Exercise files video

How to use exercise files.

Ask a question

Thanks for contacting us.
You’ll hear from our Customer Service team within 24 hours.

Please enter the text shown below:

The classic layout automatically defaults to the latest Flash Player.

To choose a different player, hold the cursor over your name at the top right of any lynda.com page and choose Site preferencesfrom the dropdown menu.

Continue to classic layout Stay on new layout
Exercise files

Access exercise files from a button right under the course name.

Mark videos as unwatched

Remove icons showing you already watched videos if you want to start over.

Control your viewing experience

Make the video wide, narrow, full-screen, or pop the player out of the page into its own window.

Interactive transcripts

Click on text in the transcript to jump to that spot in the video. As the video plays, the relevant spot in the transcript will be highlighted.

Are you sure you want to delete this note?

No

Your file was successfully uploaded.

Thanks for signing up.

We’ll send you a confirmation email shortly.


Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

Keep up with news, tips, and latest courses with emails from lynda.com.

Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

   
submit Lightbox submit clicked
Terms and conditions of use

We've updated our terms and conditions (now called terms of service).Go
Review and accept our updated terms of service.