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What is the Quicken mobile app?

From: Quicken 2014 Essential Training

Video: What is the Quicken mobile app?

The Quicken 2014 mobile App is an alternate method of accessing The Quicken 2014 mobile App is available Here's how the Quicken Mobile App works.

What is the Quicken mobile app?

The Quicken 2014 mobile App is an alternate method of accessing your spending account information directly from your mobile phone or tablet. The Quicken 2014 mobile App is available for the iPad, iPhone and Android mobile devices. However, it only works with the Quicken 2014 for Windows software. It does not work with earlier versions of Quicken or Quicken for Mac. You'll need to be connected to the internet from your mobile device to use this software. Quicken Mobile syncs your financial information between your desktop software and your mobile device, so you can enter, edit and categorize transactions, check your account balances and your budget from your mobile device, and even snap photos of your important receipts and save them to your account.

It's important to note, that this is an optional add-on App with very limited features. It's not a substitute for the desktop software. The Quicken mobile App has a much more limited feature set than the Quicken desktop software. And you can't even use it if you don't have the desktop software installed. However, you may find it handy, to use the mobile App for checking your transactions, balances, or budget when you're away from your computer. Or for helping you keep track of receipts while you are shopping or travelling. Also like being able to categorize my downloaded transactions on my mobile phone or tablet, only your spending accounts, your checking savings cash and credit card accounts can be synced with your mobile device.

Investing account balances and transactions, cannot be synced with Quicken mobile. Also, only the online balance from your financial institution will be synced from Quicken mobile. Your current balance that's available on your desktop software, will only be accurate from the last time you did a one step update from your desktop. Here's how the Quicken Mobile App works. It's controlled from within your desktop software. First you set up your desktop software to share your spending account and budget information with Intuit's cloud server. Then you install your Quicken mobile App and you can view that information in the cloud, from within the mobile App.

You must keep both your desk top and mobile App synced with the cloud in order to see accurately updated information on your mobile device. Lets take a quick look, at how the Quicken mobile App controls look from the desktop software. I'll click the Mobile and alerts tab to see this window. There's an overview that shows the accounts and budgets that you've enabled to sync with the cloud and any email and text alerts you've set up. You can sync to the cloud from here or the mobile sync can be included in your one step update. Now let's look at the mobile App on your mobile device. It opens with a view of your spending transaction in a donut chart view with links to your account registers and the budgets you've enabled.

With this App, you can view, enter, and categorize transactions, or take photos of receipts, and add them to your transactions in the account registers. You can also see a quick view of how you are doing on you budget. The Quicken mobile App has some helpful features for staying up to date on you transactions, monitoring your budget, and keeping track of receipts while you are on the go.

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This video is part of

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Quicken 2014 Essential Training

47 video lessons · 1411 viewers

Sally Norred
Author

 
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  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

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