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Thank you for choosing Quicken! 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. You can receive customizable alerts and notifications about your account balances, fees, and spending patterns. What to know: • Your data moves in both directions – to and from your desktop and mobile devices. Quicken will sync everything so you always have the latest information. • At the end of a sync everything matches – Accounts, transactions, balances, wherever you choose to view your data.

Note: For investments, you can currently sync your accounts, their balances, and your watch list; however, investment transactions are not currently synced to your mobile device. This guide tells you how to: • • • • • • • • • • • • • • So, get the app and stay in sync! • From the or • • See How it works • Select the Checking, Savings, Investments, Credit, or Cash accounts you'd like to see on your Quicken Mobile app and click Done • Now sync your accounts.

There are 2 ways to sync from the desktop: • Click Update Accounts icon to download new transactions and sync data to your mobile device. Make sure that Sync to Quicken Cloud is selected • Go to the Mobile & Alerts tab and click Sync Now in the upper right corner to sync with the Quicken Mobile app. • There are 2 ways to sync • Click Update Alls in the bottom left corner to download new transactions and sync mobile data. • Go to the Preferences > Mobile & Alerts tab and click Sync Now to sync with mobile.

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Datafile/Dataset screen: If you have synced more than one file from your Quicken desktop, you would be able to view the list of synced files when you login to the mobile app. Tapping the file name would take you to the overview screen. IOS Android Overview screen: Tap the Overview section.

A high-level summary of your finances is displayed. IOS Android Here’s what you’ll see on this screen: • Your cash and credit balances. Tap an account name to see the balances in that account. • Your income and expenses for the month, and what’s left. Tap to view by category or payee. • Your latest alert, and the total number of unread alerts.

Tap to learn more. • Your spending by category, spending over time, and income over time.

Tap to drill down on each area. To view your accounts, tap anywhere in the Accounts section of the Overview screen. IOS Android Here’s what you’ll see on this screen: • The accounts you’ve chosen to sync. • Your online balances. Note: If you have pending transactions, they’re not shown here.

• The balance of all accounts. This is the sum of the accounts and transactions on your mobile device. • The date of the last account update is displayed below the account balance. To view your account transactions, tap the account name in the Accounts section of the Overview screen.

Here’s what you’ll see on this screen: Note: A pending transaction is a transaction that hasn’t cleared at your bank. It could also be a future-dated transaction that you’ve entered in the desktop software. • Your account balance on the top of the screen. • For accounts connected to your bank, swipe the balance line to switch between • Online balance - the sum of the transactions that have cleared in your bank, as of today.