Is Quicken Online the same as Quicken desktop?

Quicken will remain a desktop program and your data will continue to be stored on your computer. Quicken has a cloud sync feature if you would like to use the Quicken Mobile App or Quicken on the Web, but this is optional. If you would like more information on the Quicken Cloud, click here.

How many years should you keep in Quicken?

One of the Advanced Options is to Create a year-end archive. This is the best option if you want to move transactions from your current data file into an archive. For most people, it is best to keep only a year to two years of data in the current file, so that Quicken can work with the data quickly and efficiently.

How do I reset Quicken Online?

Reset cloud data Fo to Edit → Preferences. In the left pane, select Mobile & Web. In the right pane, under Quicken Mobile & Web, click Reset your cloud data. In the Reset Your Cloud Data dialog, type yes, and then click Reset to confirm the reset. Jun 24, 2022

What can you do with Quicken on the Web?

What can I do in Quicken on the Web? You can view account transactions as well as account totals, spending, budgets, bill & income reminders, and investments . You can add and delete transactions, as well as designate categories, tags, notes or other information for transactions. You can also add categories and tags.

How secure is Quicken on the Web?

Quicken uses high-level security and encryption to protect your accounts. Because Quicken can connect to your bank and other accounts, it's important to know that you're protected. Quicken uses SSL and 256-bit encryption and you can password-protect your files.

Why did Intuit get rid of Quicken?

The program did everything, from tracking investments to balancing a checkbook. But other alternatives emerged, and Quicken wasn't able to innovate fast enough to keep up with the times. As Quicken revenue declined , Intuit sold the company in 2016 to H.I.G. Capital.

What happens if I don't renew Quicken?

Overview. After your Quicken Membership expires, you will no longer receive updates to the Quicken application . However, you may continue to use the version of Quicken you had at the time your Membership expired to open your data files and, for Quicken Deluxe and above, continue to use Quicken in a manual mode.

Which version of Quicken is best?

Quicken Premier is our best value and most comprehensive solution if you are looking to manage your finances and maximize your investments. It offers you all the tracking and planning tools plus advanced features for maximizing your investments, paying your bills, and premium customer support.

Is there a stand alone version of Quicken?

Upgrading Your Plan You can upgrade from any Quicken plan to any other except for Simplifi by Quicken, which is a standalone product .

How do I sync Quicken from desktop to website?

First, set up Quicken Sync in Quicken Desktop: Go to Quicken > Preferences > Mobile, Web & Alerts. Sign in with your Quicken ID, if prompted. Use the Sync toggle switch to turn on Web Access. May 5, 2022

Can I add account on Quicken Web?

You can also add a new account by selecting Tools → Add Account from the top menu . Start typing the name of your financial institution, such as your bank or credit card provider. Quicken will filter the results based on what you type. When you see your financial institution in the panel below, select it and click Next.

What is the difference between PNC Direct Connect and Web Connect?

Unlike Direct Connect which communicates through a direct link with M&T, Express Web Connect gathers your data through your log-in credentials to retrieve transactions from M&T Online Banking.

Quicken on the Web Frequently Asked Questions (2024)

Overview

You can now sync transactions from yourQuicken desktop product to Quicken on the Web.

What is Quicken on the Web?

Quicken on the Web is the new, web-based companion that allows you to view your transactions and access some of Quicken's key features from any computer via the web. You can find more information by clicking here.

How do I start using Quicken on the Web?

How to sync to Quicken on the Web (Companion App)

First, set up QuickenSync in Quicken Desktop:

Open Quicken and go to theMobile & Webtab. Depending on the sizing of the Quicken window, theMobile & Alertstab may be located in theMoretab.

ClickGet Startedto select the accounts you want to sync to your mobile device.

Place a check next to each account you want to sync to Quicken on the Web.

After selecting the accounts you want to sync, type your bank password(s) in the field(s)above the accounts and clickDone (you won't need to do this if you have a password vault). Then, clickDoneagain on theAccounts Synceddialog.

To sync your Quicken data to Quicken on the Web:

ClickSync Nowunder theMobile & Webtab

Go toQuicken on the Weband sign in with your Quicken ID
Quicken on the Web will automatically sync your transactions; you can see the spinning arrow in the upper right when Quicken on the Web is performing a sync, or you can initiate a sync at any time by clicking the arrow.

Note:To sync to Quicken on the Web whenever you perform a One Step Update, just selectSync to Quicken Cloudunder your One Step Update settings:

Where is my data stored

Your Quicken data is still stored on your computer. The Quicken Cloud enables your desktop data to sync between Quicken on the Web, Quicken Mobile, and Quicken Desktop. Read more information about the Quicken Cloud here.

How do I access Quicken on the Web

You can access Quicken on the Web directly through app.quicken.com/login or go to Quicken.com > Sign In > Quicken on the Web. Remember to use your Quicken ID to sign in.

Why are some of my accounts missing on Quicken on the Web?

If you find that some of your accounts don't appear on Quicken on the Web, be sure to check that these accounts have been selected to sync in your desktop product. Also, be sure that the correct data file has been selected to display in Quicken on the Web. You can do this by clicking the letter icon in the bottom left corner of the Quicken on the Web screen. ClickSee All Finances, then select the correct data file from the list.

If theaccounts in question have been synced, and the correct data file has been selected, it's possible that these accounttypes have not yet been added to Quicken on the Web; currently, property and debt accounts do not sync from Quicken for Windows. We're working to add all available account types to Quicken on the Web.

Why are some reports incorrect on Quicken on the Web?

If you find that some of your reports appear incorrectly on Quicken on the Web, be sure to check that these accounts have been selected to sync in your desktop product. If these accounts have been synced, it's possible that these accounttypes have not yet been added to Quicken on the Web; currently, property and debt accounts do not sync from Quicken for Windows. We're working to add all available account types to Quicken on the Web.