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- 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
Skill Level Appropriate for all
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.