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Quicken on the Web is a companion to our Quicken desktop applications. It is not designed to be your only Quicken application. When using your desktop Quicken application with Quicken for the Web, the key is synchronization. Always sync Quicken (desktop or web) before and after each session. Information cannot be shared between the apps unless you sync. Be sure to use 
before and after every session.
What can I do in Quicken
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on the Web?
You can view account transactions as well as account totals, spending, budgets, bill & income reminders, and investments.
You can add and delete transactions, as well as designate categories, tags, notes or other information for transactions. You can also add categories and tags.
What can’t I do in Quicken
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on the Web (but can do on the desktop app)
You can't add or delete accounts, budgets, renaming rules, or memorized payees. You also cannot generate reports.
Do I have to use Quicken on the Web?
Quicken on the Web is a convenient way to use Quicken, but it does not have all of the power and options of Quicken for Windows. You do not need to use Quicken on the Web to use Quicken for Windows. If you started with Quicken on the Web, and would prefer to use Quicken for Windows, you can download the latest software version at www.quicken.com/download.
How can I tell which data file (dataset) Quicken
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on the Web is accessing?
Select the profile icon in the bottom left corner of your screen (The icon should the first letter in your name surrounded by a circle). You can find your list of data files under Finances. The data file (dataset) in use will have a check mark √ by it.
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Select the profile icon in the bottom left corner of your screen (The icon should the first letter in your name). You can find your list of data files under Finances. The data file (dataset) in use will have a check mark √ by it.
Select the data file (dataset) that matches the one you are using for your desktop application.
Update your accounts
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Why doesn’t Quicken
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on the Web have all of my accounts? Why can’t I see the account I added in my Win/Mac version of Quicken?
If you have recently added an account in the Quicken Win/Mac application, it is probably a synchronization issue. Make sure you have updated your transactions both for Quicken for the Web and your desktop version of Quicken. If the account still does not appear, follow the steps below:
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