Configure the following settings to sync your Quicken desktop data to your mobile device:
- In Quicken, choose Preferences > Mobile, Web and Alerts tab.
- Turn Mobile, Web and Alerts on.
- The Accounts tab displays all the cash, credit, loan and investment accounts that are synced by default. Uncheck the accounts you do not want to sync.
- NOTE: Accounts connected using Quicken Connect may not be unchecked. However, if Mobile is set to OFF these accounts will not be accessible via mobile devices even though they are selected.
- On the Alerts tab, define the email alerts that you would like to receive.
Note: These alerts apply only to the accounts synced to the Quicken cloud.
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