How do I view my mobile settings?
After you're up-and-running with Quicken for mobile you might want to review and make changes to how things are set up, and take a look at your most recent alerts.
To view your mobile settings
Click the Mobile & Web tab. The Overview window displays.
Things you can see in the Overview window
Your Quicken ID
Your Quicken ID authenticates and securely connects your desktop data with your mobile device(s).
If you've created multiple Quicken IDs, make sure the correct one is displayed for the data file you're using.
If you need to change to a different Quicken ID, click Edit Profile.
For more information, see Change your profile settings.
The accounts enabled for mobile and alerts
These are the accounts you've selected to sync with your mobile device(s). Also displayed is the date and time each account was last synced. If you want to make changes, click edit account settings.
For more information, see Change your mobile account settings.
The budget to sync with your phone or tablet
If you've set up a budget, you can choose to sync it with your desktop and mobile device(s). This makes it easy to check your budget and stay on track wherever you are. If you want to make changes, click change.
For more information, see Change your mobile budget settings.
The alerts you've received
A list of your most recent alerts is at the right of the window. Also displayed is the date each alert was sent. As you review each alert, you can remove it from the list by clicking its close icon (you may need to scroll to the right to see the icon). If you want to make changes to the alerts you receive, click edit alerts settings.
For more information, see Change your mobile alert settings.
The Sync Now button
Click Sync Now to sync your Quicken desktop data with Quicken Mobile and Web. Displayed below the button is the date you last synced all of your data and devices.