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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 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.