Sync your accounts to Mobile & Web

Quicken Mobile and Quicken Web let you access and manage your Quicken data from anywhere. They work by syncing your desktop data to the Quicken Cloud, a secure service that connects your Mac to your phone, tablet, or web browser.

When Mobile and Web sync is enabled, you can view transactions, enter new ones, track spending, and review budgets without needing access to your desktop file. Sync keeps your accounts up to date across devices, making it easier to stay on top of your finances when you’re away from your Mac.

This guide walks you through setting up sync, selecting which accounts to include, choosing a sync method, and understanding what data is shared—and what isn’t.

Part 1: Sign in with your Quicken ID

Before using Quicken Mobile or Web, you must sign in with your Quicken ID. This is the same account you use in the desktop app. It connects your data to the Quicken Cloud and allows you to sync across devices.

To sign in:

On a mobile device, open the Quicken Mobile app and enter your Quicken ID and password.
On a computer, open a browser and go to app.quicken.com. Sign in using your Quicken ID credentials.

If you don’t already have a Quicken ID, you can create one during sign-in.

Part 2: Turn on Mobile and Web access in Quicken

To enable sync on your Mac:

Open Quicken.
Choose Quicken > Settings.
Click the Mobile, Web & Alerts tab.
In the left panel, turn on Mobile, Web & Alerts.
Click the Accounts tab.
Select the accounts you want to sync.

Quicken Connect accounts are always included in sync. They cannot be turned off individually because they rely on Quicken’s background services to update account information.

Part 3: Sync your data

There are three ways to sync your data from the desktop. All of them send your latest changes to the Quicken Cloud, which then updates your mobile or web session.

Sync from Settings

Use this method when you want to manually control syncing without downloading new transactions.

Choose Quicken > Settings.
Click the Mobile, Web & Alerts tab.
In the Accounts tab, click Update Now.

The last sync date appears below the button.

Open the Quicken Mobile app and swipe down to sync your device.

Update Now sends your latest desktop data to the Quicken Cloud but does not trigger bank downloads.

Sync from the sidebar

Use this method to update your bank-connected accounts and sync your data in one step.

Click Update All Online Accounts at the top of the sidebar.

This downloads new transactions from your financial institutions and syncs your data with the Quicken Cloud.

Sync without downloading transactions

If you want to sync without initiating any downloads:

Choose Quicken > Accounts > Sync to Mobile, or
Press Control + S on your keyboard.

This option syncs changes between your desktop file and the Quicken Cloud only. It does not fetch new data from your bank.

Part 4: Open Quicken Mobile or Web

After syncing, you can access your data from another device.

On iPhone, iPad, or Android, open the Quicken Mobile app.
In a web browser, go to app.quicken.com.

Sign in with your Quicken ID to view synced accounts, transactions, budgets, and investments.

What data is synced?

The following types of data are included when you sync with the Quicken Cloud:

Cash and credit accounts
Transactions
Categories, tags, and budgets
Investment holdings
Image attachments (one image per transaction)
Alerts

What data is not synced?

Some items are excluded from sync due to format limitations:

Non-image attachments (such as PDF files, Word documents, or spreadsheets)

Only image file attachments (like JPG or PNG) are supported in Mobile and Web.

What is the Quicken Cloud?

The Quicken Cloud is a secure online system that temporarily stores a copy of your synced data. It enables communication between your desktop Quicken file and the Quicken Mobile or Web interface.

The Quicken Cloud is not a backup. It does not replace your local data file and should not be used as a standalone record of your financial information.