Quicken Windows Help

How do I change my mobile alerts?

After you've set up your Quicken desktop software, you might want to make changes to the alerts you receive. Here's how:

  1. Click the Mobile & Web tab.

  2. Click [edit alerts settings].

  3. If prompted, enter your password. Depending on how you've set things up, this may either be your Password Vault password, or your Quicken ID password.

  4. The Edit Alerts Settings dialog displays.

Changes you can make:

  • Change the account summary notification schedule

    Account summary notifications help you stay on top of your finances. Just choose how often (never, weekly, or monthly) you'd like to receive summary emails .

  • Add a secondary email for alerts

    If you want to send your alerts to an additional email address, such as your spouse's, enter it here. Whenever an alert is sent, it will be sent to both email addresses.

  • Change the alerts you receive

    You have complete control over the alerts you receive. You can choose to receive any single alert through email or all alerts. You can also set the trigger point for many of the alerts. For example, what you consider to be a "low balance" in your accounts.

    • What specific alerts can I receive, and when are they sent?


      Alert...

      Is sent...

      Bank Fees

      If your bank charges a fee above [1, 5, 10, or 50] dollars.

      Large Deposits

      If any single deposit exceeds [500, 1000, 2000, or 5000] dollars.

      Large Purchases

      If any single purchase exceeds [500, 1000, 2000, or 5000] dollars.

      Interest Rate

      If your interest rate changes.

      Unusual Spending

      If my spending in any category is above average by [200, 500, 1000, or 2000] dollars.

      New Transactions

      Quicken Credit Card

      Mobile & Web only

      If your Quicken Credit Card is charged

      Total Credit Available

      If your credit usage is high enough to affect your credit score.