You can tap on any account to view the following information:

The total project balance of all the accounts.

This is the sum of the accounts and transactions on your mobile device.

The balance of each account and the total balance of all the accounts.

Note: Pending transactions are not displayed.

The total online balance of all the accounts.

The list of accounts you have chosen to sync.

You can perform the following tasks using the Mobile Companion app:įrom your Overview screen, tap on Budget and Credit Accounts to view the following details of your accounts:

Spending by category, spending over time, and income over time.

You can click on any of the items to review the information in detail. The Overview screen displays a high-level summary of the following information. You can switch between multiple files when required. When you log in to the Quicken Mobile Companion app, Quicken displays all the data files you synced. You can now access the accounts through the Quicken Mobile Companion app.

Under Mobile, Web & Alerts, turn on Sync.

Click the Alerts tab and then click the icon.

Click Sync Now to sync with the Mobile app.

In the Add Account Settings window, select the accounts that you want to view on your Mobile Companion app and click Done.

Click the Mobile & Web tab and then click Get Started.

To set up Quicken Windows for Mobile Sync:

Sign in with your Quicken ID to get started.Īfter you install the Quicken Mobile Companion app, you must determine the accounts that you want to view on the app.You can install the Quicken Mobile Companion app on your Android and Apple devices. Installing the Quicken Mobile Companion App on Your Mobile Device Note: For investments, you can currently sync your accounts, their balances, and your watchlist however, investment transactions are not currently synced to your mobile device. At the end of a sync everything matches – Accounts, transactions, balances, wherever you choose to view your data.Quicken will sync everything so you always have the latest information.

Your data moves in both directions – to and from your desktop and mobile devices.Quicken on your mobile device (iPhone®, iPad®, Android™ phone or tablet) syncs with your desktop data and makes keeping track of your money easy when you’re on the go.

Phone companion ios