Mobile, Web, & Alerts settings
The Mobile, Web, & Alerts section in Quicken for Mac is designed to help you manage how your Quicken data synchronizes with the Quicken mobile app and website, as well as set up alerts for specific account activities. This ensures you can access your financial data anytime, anywhere, and also receive timely notifications.
Mobile, Web, & Alerts
This is the general section where you'll find settings related to syncing with mobile and web applications, managing your accounts on these platforms, and setting up alerts.
Sync
The Sync settings synchronize your financial data across multiple devices and platforms, such as mobile phones and the web.
Mobile & Web
This section provides instructions for Sync along with links to download the mobile app for iOS or Android.
Accounts
If you have chosen to sync, the Accounts section helps you manage which accounts are available for mobile and web access. Use the checkboxes to include or exclude accounts from being accessible via the mobile app or web application.
Alerts
Alerts are notifications that you can set up to keep you informed about specific activities in your accounts.
By carefully configuring the settings under Mobile, Web, & Alerts, you can ensure seamless access to your financial data across multiple platforms and stay updated with real-time alerts. If you have further questions or need more clarification on any features, please let us know.
Setting Up Alerts
For each alert, you can set the conditions under which you would like to be notified using the checkboxes. There are many conditions, so you’ll want to view the Description for each.
- Enabled: You’ll receive the alert within Quicken.
- Email: The alert will be sent to your email address on record.
- Text: The alert will be sent as an SMS message to your phone.
Your email address and phone number will appear at the bottom of the Quicken Settings window. You can check those to verify where alerts will be sent.