Set Up Alerts

You can configure Quicken Classic for Mac to notify you when specific financial events occur, such as large deposits, low balances, or upcoming bills. Alerts help you stay informed without checking each account manually.

Alerts apply only to accounts selected 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:

• Go to Quicken > Settings > Mobile, Web & Alerts, then click the Alerts tab

• Or, 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:

1. For each alert type, check Enabled to activate it

2. Select one or more delivery methods: Email, Text, or Mobile

3. For alerts with thresholds (such as Large Purchase or Bank Fees), enter the desired amount in the Description field

Your contact information for alerts appears at the bottom of the window. 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

Banking activity

• Large Deposits – Triggered when a deposit clears for at least the specified amount

• Large Purchases – Triggered when a transaction exceeds the defined amount

• Bank Fees – Triggered if a bank fee is greater than your threshold

• Interest Rate – Triggered when your account interest rate changes

• Unusual Spending – Triggered when category spending is unusually high

• Low Balance – Triggered when your balance drops below your set minimum

• Total Credit Available – Triggered when your available credit may affect your score

Bill-related activity

• Bill Due – Reminds you when a bill is due

• Bill Overdue – Notifies you when a bill hasn’t been paid

• Large Bill – Alerts you if a bill exceeds a specified amount

• Bill Presentment: New Bill Arrived – Alerts when a bill is delivered

• Bill Presentment: Biller Needs Attention – Indicates a billing issue

• BillPay: Payment Success – Confirms a successful bill payment

• BillPay: Payment Failed – Notifies of a failed bill payment

• BillPay: Payment Canceled – Notifies of a canceled payment

• Payment Returned – Indicates that a payment was returned

Credit card alerts (Quicken Credit Card only)

• New Transactions – Quicken Credit Card (Mobile Only) – Alerts when a new transaction posts

Delivery options

Each alert can be sent through one or more channels:

• Email – Sent to the address linked to your Quicken ID

• Text – Sent to the registered mobile number

• Mobile – Appears as a push notification on Quicken Mobile

• In-app – Shown in the Quicken Notification Center unless disabled

Use the checkboxes next to each method to customize how each alert is delivered.

Example

If you enable the Large Purchase alert with a $500 threshold, Quicken will notify you whenever a synced account posts a transaction over $500. The alert will specify which account triggered it and be delivered by the methods you’ve chosen.