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To change your budget settings for mobile and web

  1. Click the Mobile & Web tab.
  2. Click [change] to edit your current budget settings; if you don't have a Quicken budget yet, click [create a budget] to get started.
  3. If prompted, enter your password. Depending on how you've set things up, this may either be your Password Vault password, or your Quicken ID password.
  4. Select the budget you want to sync with Quicken Mobile and Web, or select Don't sync budget data.
  5. Click OK to update your budget settings.

Here's what you should know about syncing a budget:

  • If you have a budget in your desktop software, but you don't have a budget on Quicken Mobile or Web, it is transferred to Quicken Mobile and Web when you sync.
  • If you are already syncing a budget, and you select a different budget to sync in your desktop software, the selected budget will replace the budget currently on Quicken Mobile and Web.