Quicken 2014 Essential Training
Illustration by Neil Webb

Quicken mobile app overview


Quicken 2014 Essential Training

with Sally Norred

Video: Quicken mobile app overview

Let's take a few minutes to walk through how you can The first time you open your mobile app, using your Intuit user I'm going to tap on Jeanie's Visa, to dive into the transactions for that account.
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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

Quicken mobile app overview

Let's take a few minutes to walk through how you can use the features and functions available in the Quicken 2014 mobile app. It's not the most robust app, but there's a few neat features you can use. There are three main things you can do with the Quicken mobile app. You can view your spending account balances and work with transactions. You can take and save photos of important receipts. And you can monitor your budget. I'll show you how to use these features using the Quicken 2014 mobile app for iPad. First let's look at how you can work with your spending account balances and transactions with Quicken Mobile.

The first time you open your mobile app, using your Intuit user name and password, your information will be fully synced with Quicken Mobile. Your mobile app will show you the spending accounts and any budgets you've synced with your Quicken desktop software. From the Home screen, let's look at our spending accounts. Click on this small right hand arrow, next to Accounts in the lower right. It will bring up a list of all the accounts, and their balances, that you've synced to Quicken Mobile. I'm going to tap on Jeanie's Visa, to dive into the transactions for that account.

You can scroll down the list by tapping and dragging the Transaction list. You can search the transaction list by tapping the Search icon on the left. You can add a new transaction, by tapping the Add Transaction icon underneath that. I find it to be a timesaver to use my mobile app to categorize a transaction. Tap on the Transaction line, select the correct category. You can enter a split transaction here, by tapping Split. You can make edits here including adding or changing the Payee name, Amount, Date.

Tag or memo, by tapping on those areas. Swipe the Edit screen to the right, to return to the Account Register. You may also want to add a new transaction to the account. To do this, click the Add Transaction button on the left side. You can let Quicken suggest a payee based on your location, or you can add a payee. I'm going to add Starbucks here. Select whether it's an income or expense, and make sure it's from the correct account, and tap in the amount. Click Next, and categorize the transaction on this screen.

Tap the category. Search for and select the correct category. Let's see how to use one of the handiest features in the Quicken mobile app, the Snap and Store Receipts feature. The mobile app uses the camera on your mobile device to capture a photo of your receipt and save it to the associated transaction. While you're entering or editing a transaction, click the Camera icon in the upper right corner. Tap Take Photo, take the picture. And tap Use Photo when you're happy with the picture. Look at that. Not only does the picture of the receipt save to the transaction in the mobile app, it'll also be available in the desktop app once you've synced the mobile app.

Tap Done, to add the transaction. Now, the mobile app syncs to the cloud every time you save edits, or add a new transaction. You'll just need to do a one step update, the next time you open your Quicken desktop software, to see these edits and any receipts you've stored. Let's go back to the mobile app Home screen, and see how we monitor our Budget and spending categories. I'll tap the Home icon in the upper left corner. You'll see that your spending categories are front and center on the home screen, in this doughnut chart. To see your Spending and your Budget categories, tap the arrow under Budgets.

You'll see how much you have left for the month in each of your budget categories, or if you've gone over the allotted amount in any of the categories. This can help you make spending choices, and keep you on track when you're out and about. For me, I find that snapping and storing receipts with my Quicken mobile app on my smart phone is a great way to keep track of business and tax deductible expenses. I also appreciate the convenience of categorizing and editing transactions in my spending accounts from my tablet. Try out the Quicken mobile app, and see what features make Quicken more useful for you.

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