How Does the Quicken Mobile App Work?

Irene Olsen

Quicken is one of the most popular personal finance management software available on the market today. The Quicken mobile app is designed to help users manage their finances on-the-go. In this article, we will take a closer look at how the Quicken mobile app works.

Getting Started

To get started with the Quicken mobile app, you first need to download and install it on your smartphone or tablet. The app is available for both iOS and Android devices, and it can be downloaded from the App Store or Google Play Store.

Once you have installed the app, you will need to sign in using your Quicken ID. If you don’t have a Quicken ID, you can create one directly from the app. Once you have signed in, you will be asked to link your accounts.

Linking Accounts

To use the Quicken mobile app effectively, you need to link all your financial accounts such as bank accounts, credit cards, loans, and investments. This process is simple; all you need to do is provide your login credentials for each account. Once linked, the app will automatically pull in all transactions from these accounts and categorize them for easier viewing.

Managing Transactions

The Quicken mobile app allows users to view their transactions in several ways. The home screen of the app displays an overview of all linked accounts with their current balances and recent transactions.

Users can also view transaction details by clicking on each account individually. This feature allows them to see a list of all transactions for that particular account and edit them if necessary.

Budgeting

The Quicken mobile app also includes budgeting tools that help users keep track of their spending habits. Users can set up a budget based on different categories such as groceries, entertainment, or transportation expenses.

The app tracks expenses against this budget in real-time and sends notifications when users exceed their budget for a particular category. This feature helps users stay on top of their finances and avoid overspending.

Investment Tracking

The Quicken mobile app also allows users to track their investments. Users can view all investment accounts linked to the app, including stocks, mutual funds, and retirement accounts.

The app provides an overview of the performance of these accounts, including current value, gain/loss, and historical returns. This feature helps users make informed decisions about their investments.

Bill Management

Finally, the Quicken mobile app also provides tools for managing bills. Users can link all their bills to the app and set up reminders for due dates.

The app also allows users to pay bills directly from within the app without having to go through multiple websites or apps. This feature makes it easy for users to manage all their finances in one place.

Conclusion

In conclusion, the Quicken mobile app is an excellent tool for managing personal finances on-the-go. It allows users to link all their financial accounts, track transactions in real-time, set up budgets, manage investments and bills easily.

With its user-friendly interface and powerful features, this app is a must-have for anyone looking to take control of their financial life.