When you sync, all the data from your Quicken desktop is uploaded to the Quicken Cloud for access with Quicken Mobile or Web. You need to log into Quicken Mobile or Web with your Quicken ID.
By default, a limited amount of data is synced when you activate Mobile and Web Sync for the first time. Eventually, you will continue to add to the data accessible via the web or your mobile or tablet devices.
- If you are using connected accounts on Quicken desktop (automatic downloads), just log into Quicken Mobile or Web and the latest transactions from your connected financial institutions are automatically downloaded on your mobile device, even if you are away from your Quicken desktop application.
- For manual accounts, you need to manually add new transactions on the devices.
Note: When you set up and register your Quicken application for the first time, you were asked if you'd like to use Mobile and Web Sync. If you selected Yes, Quicken automatically syncs all your cash, credit, and investment accounts, whenever you add them to Quicken. However, you can select the accounts to be synced by navigating to Quicken > Preferences > Mobile, Web and Alerts and clicking the Accounts tab. Note that Quicken Connect accounts cannot be individually turned off.
What data is synced?
When you do a sync, the following data from your Quicken desktop is sent to the Quicken Cloud and then to your mobile device:
- Cash and credit accounts
- Transactions
- Categories
- Tags
- Budgets
- Investment holdings
- Image attachments: One attachment per transaction
- Alerts
What data is not synced?
For the current release of Quicken, you cannot sync these accounts:
- Attachments that are not images. For example, PDF, Word documents, etc.
Sync using Preferences
To sync using Preferences
- In Quicken, choose Quicken > Preferences > Mobile, Web and Alerts tab.
- On the left panel, turn on Mobile, Web and Alerts.
- Under the Accounts tab, click Update Now. The last sync date is displayed.
- Go to Quicken Mobile and swipe down to sync your data. All the data from the Quicken Cloud is downloaded to your mobile device.
Sync using the Update All Online Accounts icon
Click Update All Online Accounts at the top of the sidebar to download transactions and to sync to the Quicken Cloud. As part of the account update, the latest transactions entered or edited on the web or mobile device are downloaded to Quicken desktop.
Alternatively, if you don't want to download transactions but just want to sync your data to and from the Quicken Cloud, select Quicken > Accounts > Sync to Mobile or use the keyboard shortcut Control + S.
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