Account Information, Updating & Upgrading - Mac

This guide helps you pick the right help topic based on what you’re trying to do, instead of making you guess from a list of links.

Sign in and manage your Quicken ID

Use these topics when you’re setting up the app, signing in, or fixing sign-in and verification issues for connected services.

Quicken ID

This overview explains that your Quicken ID is the sign-in for Quicken products and connected services, and it links to the specific Quicken ID topics below.
Example: You’re not sure which sign-in you need, or you want the “big picture” before changing anything.
Go to Quicken ID

Your Quicken ID

This topic explains what a Quicken ID is and lists basic requirements such as using an email address and an 8+ character password.
Example: You just installed Quicken and want to understand what you’ll use to sign in for connected services such as transaction download.
Go to Your Quicken ID

Change the password for your Quicken ID

This topic shows how to change your password from Quicken > Preferences > Connected Services using Edit Account to open your account page in a browser.
Example: You reset your password and now need to sign in again the next time you update accounts.
Go to Change the password for your Quicken ID

Change your Quicken ID and the associated email address

This topic shows how to change the email address for your Quicken ID from Quicken > Preferences > Connected Services using Edit Account, and notes that an email address can be used by only one Quicken ID.
Example: You no longer have access to the email address you originally used and want to switch your sign-in to a new email.
Go to Change your Quicken ID and the associated email address

Multi-factor authentication or “Secure Login”

This topic explains when you’ll be prompted for a security code (such as first use, a new device, or about every two weeks) and where to update the email or phone number used for codes via Quicken > Preferences > Connected Services and Edit Account.
Example: You’re updating accounts and Quicken asks for a security code you didn’t expect.
Go to Multi-factor authentication or “Secure Login”

Quicken ID, data file, and Mobile and Web Sync

This topic clarifies the relationship between your Quicken ID and your data file, including that multiple files can be associated with one ID and selected in mobile or web if you sync more than one.
Example: You created more than one data file (for example, personal and family finances) and want to understand what you’ll see when you sign in on mobile or web.
Go to Quicken ID, data file, and Mobile and Web Sync

Quicken ID FAQs

This topic answers common questions such as where your Quicken ID is stored (linked to your data file), that your password isn’t stored in the file (it’s in Mac Keychain), and how to recover an ID or password via Settings > Connected Services and Edit Account.
Example: You forgot which email you used, or you want to confirm whether having a Quicken ID automatically syncs your financial data to the cloud.
Go to Quicken ID FAQs

Install or reinstall Quicken

Use these topics when you need the installer, you’re setting up a new Mac, or you’re reinstalling after troubleshooting.

Where to download your copy of Quicken

This topic sends you to the activation/download flow and explains which option to choose (new customer, renewing/changing subscription, or installing/reinstalling).
Example: You replaced your Mac and need to download and install the current version again.
Go to Where to download your copy of Quicken

What to do if you lose the activation code

This topic explains that you typically don’t need the activation code to reinstall if you’ve already activated—your activation is associated with your Quicken ID, so you sign in and download.
Example: You can’t find your activation code email, but you’ve used Quicken before and just need to reinstall.
Go to What to do if you lose the activation code

Update Quicken

Use this topic when you’re prompted to update, or support asks you to confirm you’re on the latest version.

Upgrade your Quicken software

This topic explains updating from the notification that appears when you launch Quicken, or manually checking by choosing Quicken > Check for Updates.
Example: Support asked you to update before troubleshooting, or you want to confirm you’re on the latest release.
Go to Upgrade your Quicken software

Manage your membership

Use these topics when you’re applying a new code, switching plans, checking your end date, or cancelling renewal or the subscription.

How to extend, upgrade, or downgrade your Quicken membership

This topic explains how time stacks when you buy another term, and how to activate a new term in the app using Enter Activation Code, Begin Activation, and Activate Membership, then check the new end date in Quicken > About Quicken.
Example: You bought a new membership code (or changed plan level) and need your membership end date to update.
Go to How to extend, upgrade, or downgrade your Quicken membership

Where to find your membership expiration date

This topic shows where to find your end date online and in the app (look for Membership Valid Until in About Quicken).
Example: You want to confirm your end date before you renew or apply a new code.
Go to Where to find your membership expiration date

How to cancel membership auto-renewal

This topic says to cancel auto-renewal by contacting support.
Example: You want your membership to run until the end date but not renew automatically.
Go to How to cancel membership auto-renewal

How to cancel your Quicken membership

This topic walks through cancelling renewal from your account online (go to Subscriptions, then Manage Subscription, then Cancel Renewal) and includes refund policy details and where to submit a refund request.
Example: You want to stop renewal now and check whether you’re within the refund window described in the topic.
Go to How to cancel your Quicken membership

Use Quicken on mobile or the web

Use these topics when you want to sync your desktop data to mobile or web, or you’re trying to understand what sync includes.

Mobile, Web, Sync, and Alerts - Mac

This overview explains what sync can do (for example, view accounts, enter transactions, view budgets, and set alerts) and describes syncing your data file to Quicken Cloud.
Example: You want to understand what you’ll be able to see and do in the web app or on your phone before turning on sync.
Go to Mobile, Web, Sync, and Alerts - Mac

Prerequisites to using Quicken Mobile or Web

This topic lists what you need before you start, including enabling sync in Quicken > Preferences > Mobile, Web and Alerts and signing in at the web app with your Quicken ID, plus a list of supported device types and operating system versions.
Example: You turned on sync but the web app or mobile app isn’t working yet and you want to confirm the setup steps and device requirements.
Go to Prerequisites to using Quicken Mobile or Web