These balances can vary compared to your desktop balance. Projected Balance:The Projected Balance is the balance of all transactions entered in the account register, including future-dated transactions such as postdated checks and online payments that have been sent but not yet processed This could be different from your current balance if, for example, you manually recorded a check in Quicken but it has not yet cleared your financial institution. Online Balance: The Online Balance is the balance of your account according to your financial institution. Today’s Balance: Today's Balance is the balance of all transactions entered as of the last refresh/update. The Quicken Mobile App has three different ways of calculating your balance: Why are my balances off/different from the desktop application? Older Transactions Transactions before the date mentioned at the bottom of the transaction list will not appear in the app.
#FIND QUICKEN FILES ON A MAC UPDATE#
To update your Quicken Mobile App, swipe down on the main screen. Be sure to perform an update before and after every session on your computer. Information cannot be shared between the apps unless you sync. Always sync Quicken before and after each session. Synchronization issues When using the Quicken desktop app and the Quicken Mobile App together, the key is synchronization. If this is not the file you expected, you will need to switch data files. Mismatched data files After signing into the Quicken Mobile App, you are automatically taken to the last file synced on your desktop. If you are missing transactions you were expecting to see on the Quicken Mobile App, there may be a few causes. Verify that your account is listed and the checkbox for your account is selected. In your desktop application, go to go to Quicken > Preferences > Mobile, Web & Alerts. Go to the Quicken Mobile App and sync (swipe down). If it is not already selected, select Sync to Quicken Cloud. Select the checkbox by any accounts you want to sync with the Quicken Mobile App. If your account is not listed, select the Settings button, then Account Settings. Verify that your account is listed in the panel Accounts enabled on mobile and web. In your desktop application, go to the Mobile & Web tab.
#FIND QUICKEN FILES ON A MAC WINDOWS#
If the account still does not appear, follow the steps below: Windows Make sure you have updated your transactions on both the mobile and desktop versions of Quicken. If you have recently added an account in the Quicken Win/Mac application, it is probably a synchronization issue. If you don’t know the data file (dataset) name for your desktop file, see Why can’t I find my latest data file? Why doesn’t the Quicken Mobile app have all of my accounts? Why can’t I see the account I added in my Win/Mac version of Quicken? The new data file will launch in your app. Tap the name to bring up a list of your other data files. S elect on the top left corner of your screen. The name of your current data file will appear near the bottom of the list. To switch data files in the Quicken Mobile App: If you are having one of the above issues, check to see if you are accessing the same data file (dataset) as your desktop application. After signing in to the mobile app, you are automatically taken to the last data file you accessed. Often, people have more than one data file, and you may be expecting a different data file than the one you are viewing. The accounts I see don't match my desktop I don’t see my accounts in the cloud / on mobile / on the web.
I’m getting a message that says, No synced financial accounts. Example: I synced my account but I’m having one of the following issues… The name of your data file appears at the top of your dashboard screen. How can I tell which data file Quicken Mobile App is accessing? You can't add or delete accounts and budgets. What can’t I do in the mobile app (but can do on the desktop app)
You can also view a limited number of reports including: You can add new transactions, as well as designate categories, tags, notes or other information for those transactions. You can view account transactions as well as account totals, spending, budgets, bill & income reminders, and investments. When using the Quicken for Win/Mac and the Quicken Mobile App together, the key is synchronization. The best use of the Quicken Mobile App is to check information and make updates while you are away from your computer. It is not designed to be your only Quicken application. The Quicken Mobile App is a companion to our Win/Mac application.
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