You can configure Quicken to notify you when specific financial events occur, such as large deposits or upcoming bills. Alerts help you stay informed without checking each account manually.
Alerts apply only to accounts checked in the Accounts tab under Mobile, Web & Alerts in Settings. You must have sync enabled to use alerts.
How to configure alerts
There are two ways to open the Alerts configuration screen:
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Go to Quicken > Settings > Mobile, Web & Alerts, then click the Alerts tab.
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Click the Alerts button at the top of the window, then click the gear icon in the top right corner of the Alerts page.
Once you're in the Alerts settings:
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For each alert type, check Enabled to activate it.
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Select one or more delivery methods: Email or Mobile.
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For alerts with thresholds (such as Large Purchases or Bank Fees), enter the desired amount in the Description field.
Email and text alerts are delivered to the contact information associated with your Quicken ID. To update it, click Edit Contact Information. If you prefer not to see alerts inside Quicken, check Do not show Alerts in Notification Center.
Types of alerts
Bill and payment activity
The following alerts notify you about bill arrivals and payment activity.
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BillPay: Automatic Add-On payment – Triggered when an Automatic Add-On payment is applied.
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Bill Presentment: New bill arrived – Triggered when a new bill arrives.
Banking activity
The following alerts notify you about activity in your banking accounts. Note that the Low Balance alert is not currently available in the alerts settings.
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Bank Fees – Triggered when your bank charges a fee above your specified threshold.
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Large Deposits – Triggered when a deposit clears your account for at least the specified amount.
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Large Purchases – Triggered when a purchase exceeds the specified amount.
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Interest Rate – Triggered when your account interest rate changes.
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Unusual Spending – Triggered when your spending in a category is above average by your specified amount.
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Total Credit Available – Triggered when your credit usage is high enough to affect your credit score.
Credit card alerts
The following alert applies to the Quicken Credit Card only.
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New transactions – Quicken Credit Card (Mobile only) – Triggered when your Quicken Credit Card is charged.
Delivery options
Each alert can be sent through one or more channels.
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Email – Sent to the address linked to your Quicken ID.
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Text – Sent to the mobile number linked to your Quicken ID.
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Mobile – Appears as a push notification on Quicken Mobile.
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In-app – Shown in the Quicken Notification Center unless you have disabled it.
Use the checkboxes next to each delivery method to choose how each alert is delivered.
Example
If you enable the Large Purchases alert with a $500 threshold, Quicken notifies you whenever a synced account posts a transaction over $500. The alert specifies which account triggered it and is delivered by the methods you've chosen.