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When you set up Quicken for mobile and web we take care of the first sync automatically. Afterwards, here's how to sync your data whenever you want:

  1. Within your desktop software, click the Mobile & Web tab.
  2. Click Sync Now.
  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.

Note

  • Alternatively, if you use One Step Update, you can sync your desktop and mobile data as part of the update process.

Using the Quicken Web app

Follow these steps:

  1. On your web brower, open app.quicken.com.
  2. Sign in with the Quicken ID that you used to sync your data file from the desktop.
  3. You can download the transactions from your financial institution directly to Quicken Web for banking accounts. Investment accounts will need to be downloaded to your desktop and synced to web.
  4. You’ll be able to get the latest market price for your securities directly on the Quicken web application.
  5. You can sync more than one data file to your web application using the same Quicken ID. To see all of the Quicken files associated with your Quicken ID, in Quicken desktop, click Edit > Preferences > Cloud Accounts and click Cloud accounts associated with this Quicken ID.