http://m.getsatisfaction.com/products/233264/topics?page=1 Topics for Using Quicken on the Web 1970-01-01T00:00:00Z 92 47 10 32 0 4 http://m.getsatisfaction.com/topics/7802738 7802738 Full Featured Version of Quicken Online for the Web (not dependent on desktop version) 2019-01-30T20:08:40Z 2018-10-10T08:40:58Z smayer97 (QM2007, CDN user since '92) http://m.getsatisfaction.com/people/533043 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10911408/imgres-2_medium.jpg smayer97 Quicken for the Web has now been released (Oct 8, 2018) but it only parallels the features available in Quicken Mobile, which only gives visibility and access to transactions for cash, credit card, and bank accounts, summary data of investments, and access to budgets.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />But some users would like to be able to use Quicken Online via a web browser, with all the functionality of the Quicken desktop version.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />This IDEA thread is for an expansion of the <b alt="" name="" rel="" target="" title="" type="" value="">web browser version that&nbsp;does not need and is completely independent of a desktop version</b>.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />If you are looking for a web version that&nbsp;still syncs to the desktop version,&nbsp;<b alt="" name="" rel="" target="" title="" type="" value="">DO NOT</b> vote here. Instead, go here:<br alt="" name="" rel="" target="" title="" type="" value="" /><a alt="" href="https://getsatisfaction.com/quickencommunity/topics/full-featured-version-of-quicken-online-for-the-web-expansion-of-current-version" name="" rel="nofollow" target="" title="Link httpsgetsatisfactioncomquickencommunitytopicsfull-featured-version-of-quicken-online-for-the-web-expansion-of-current-version" type="" value=""><b alt="" name="" rel="" target="" title="" type="" value=""><u alt="" name="" rel="" target="" title="" type="" value="">Full Featured Version of Quicken Online for the Web (expansion of current version)</u></b></a><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />If you find this feature helpful, please be sure to&nbsp;<b alt="" name="" rel="" target="" title="" type="" value="">click "VOTE" above</b>&nbsp;to increase the count of this post and therefore its visibility to other users and to the developers by seeking to have the features you need or desire end up in the latest version.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><b alt="" name="" rel="" target="" title="" type="" value="">If you do not click VOTE</b>&nbsp;at the top of the page,&nbsp;<b alt="" name="" rel="" target="" title="" type="" value="">your vote will NOT be counted! Your VOTE matters!</b><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><b alt="" name="" rel="" target="" title="" type="" value="">Click "Follow" at the top</b>&nbsp;if you want to receive notifications of any updates to this thread.&nbsp;<br alt="" name="" rel="" target="" title="" type="" value="" />&nbsp;<br alt="" name="" rel="" target="" title="" type="" value="" /> idea mobile_web_and_cloud_sync mobile_web_and_cloud_sync 12 13 30 comment http://m.getsatisfaction.com/topics/7834125 7834125 Error:CC-501 only when using Mobile/Web setup 2019-01-29T17:44:13Z 2018-12-27T20:07:58Z chalker.kc http://m.getsatisfaction.com/people/983261 https://www.gravatar.com/avatar/e50195dc650ff4a8ffcc95435a89bcab?d=identicon&s=55&r=PG chalkerkc I have a bank account that is working fine for online operation / bill pay. Transactions download fine and have been for a while. When I try to add this bank to Mobile/Web sync I get a Error:CC-501 and the description is Null. I have tried to Deactivate the account for online, validate the quicken data file,and re-activate, but no luck problem errors_troubleshooting_non_olb errors_troubleshooting_non_olb, mobile_and_cloud_sync pending 5 7 4 comment http://m.getsatisfaction.com/topics/7847360 7847360 Removing data from Quicken cloud account 2019-01-28T17:00:23Z 2019-01-28T08:33:17Z Silverthunder http://m.getsatisfaction.com/people/8524710 https://www.gravatar.com/avatar/1d50da351570fef4166438e6fd2ebcaa?d=identicon&s=55&r=PG silverthunder Quicken 2015&nbsp;<br /><br />When I go into Quicken, I see that there are 4 cloud accounts associated with my Quicken ID.&nbsp; I am not sure why there are so many but I used to use Quicken for Mac, so that explains having two.&nbsp; I see that 1 of the 4 has an asterisk next to it, indicating that it's the "current file."<br /><br />Also, years back, I installed Quicken mobile for a brief period, so maybe that explains some of this.<br /><br />I also recently moved my Quicken file to this computer (call it computer 2), and I plan to not use it anymore on the computer that it was last on (call it computer 1).<br /><br />Another thing that's interesting is that the current file has an account created date that's about 1 year before another one of the cloud accounts.&nbsp; The one with the latest date is around when I installed Quicken on computer 2.&nbsp; Probably when I brought over the file from computer 1, the name of the file made Quicken tie the local file to the previous cloud file.<br /><br />Also, when I go to the mobile and alerts tab, there is an introductory screen that says, "Get your financial data where you want it..." with a green button "get started."&nbsp; The Quicken instructions for deleting the data on your cloud account tell you to go here (in the help files).&nbsp; That is why I write this paragraph.&nbsp;&nbsp;<br /><br />I am looking to delete as much data as possible on the cloud (or other locations, if there is other data besides the cloud).&nbsp; I am unclear as to whether I can just delete or whether I have to create new Quicken files with appropriate names and sync a single cash account for each.&nbsp; After I do that, how do I keep my main file from syncing?<br /><br />&nbsp;&nbsp; question mobile_web_and_cloud_sync mobile_web_and_cloud_sync complete 1 4 1 comment http://m.getsatisfaction.com/topics/7847112 7847112 Can I reconcile bank accounts on iPad app? 2019-01-27T16:11:49Z 2019-01-27T16:01:16Z Michael Manley http://m.getsatisfaction.com/people/2382052 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/6738090/picture-74981_medium.jpg michael_manley I am moving to iPad from computer and need a bank/finance app. I use Quicken on my Mac now, but want to know if I can do my basic banking with Quicken 2019 on my iPad or on the web based version. I need to download account info and reconcile my accounts monthly, as well as pull histor reports by account and by payee. <br /><br /> WIll this app work for me? question installing_and_updating installing_and_updating, mac complete 1 4 1 comment http://m.getsatisfaction.com/topics/7846981 7846981 Why are some of my accounts missing from Quicken on the Web? 2019-01-27T02:33:47Z 2019-01-27T01:07:15Z Eric Trepanier http://m.getsatisfaction.com/people/9929188 https://www.gravatar.com/avatar/b000b72d2ddf914b85a26e301be58043?d=identicon&s=55&r=PG eric_trepanier_civ3wvuwc9aar I am currently using Quicken for Mac 2019 (5.9.2) with all my accounts configured and working properly.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Recently, I found out about Quicken on the Web, so I thought I would check it out.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />It looks pretty cool except that it's missing all 3 accounts from one institution (the checking and savings accounts and a credit card).<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Why can I do to make those accounts appear in the web version? problem mobile_web_and_cloud_sync mobile_web_and_cloud_sync, mac complete 3 4 1 comment http://m.getsatisfaction.com/topics/7826690 7826690 budget on web / mobile 2019-01-26T14:31:57Z 2018-12-07T01:00:51Z Stephen Wilson http://m.getsatisfaction.com/people/9740889 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11304844/photo_medium.jpg stephen_wilson_inzhxs8n4f3r6 I have quicken deluxe 2019 (Canadian version R15.24 Build 27.1.15.24).<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />My budget doesn't appear to upload / sync properly to the cloud. The categories show but the current month transaction amounts don't&nbsp;appear to get reflected in the amount spent/remaining for the budget items. The windows 10 view is correct but mobile and web are not. I have reset my cloud data which didn't fix the issue.&nbsp;&nbsp; problem support_contact support_contact, errors_troubleshooting_non_olb, bank_accounts_downloading_and_categorizing, windows, mobile_and_cloud_sync active 35 18 6 comment http://m.getsatisfaction.com/topics/7803581 7803581 New web version has duplicate transactions causing balance to be different than desktop 2019-01-25T15:50:44Z 2018-10-11T21:40:10Z John Christopher http://m.getsatisfaction.com/people/8774987 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10952860/13254281_10209148781214687_6331850044533586970_n_medium.jpg john_christopher_jdwxep8j8wcwe I went to the web and mobile versions after the release of q2019 version r14.23 and have discovered the balances on two of my checking accounts were out of balance.&nbsp; I have discovered two transactions that have caused one of the checking accounts to go negative almost $2,000.&nbsp; The actual transaction was one for $1,000, but that transaction has been duplicated twice.&nbsp; Since they were transfers, I can't delete them because I get the error message that quicken hasn't implemented that feature yet.<br /><br />The web and mobile versions are entirely useless to me if I can't get this fixed.&nbsp; Open to any ideas problem mobile_web_and_cloud_sync mobile_web_and_cloud_sync, errors_troubleshooting_non_olb, bank_accounts_downloading_and_categorizing pending 11 7 2 comment http://m.getsatisfaction.com/topics/7802737 7802737 Full Featured Version of Quicken Online for the Web (expansion of current version) 2019-01-23T13:51:05Z 2018-10-10T08:40:54Z smayer97 (QM2007, CDN user since '92) http://m.getsatisfaction.com/people/533043 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10911408/imgres-2_medium.jpg smayer97 Quicken for the Web has now been released (Oct 8, 2018) but it only parallels the features available in Quicken Mobile, which only gives visibility and access to transactions for cash, credit card, and bank accounts, summary data of investments, and access to budgets.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />But some users would like to be able to use Quicken Online via a web browser, with all the functionality of the Quicken desktop version.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />This IDEA thread is for an expansion of the<b alt="" name="" rel="" target="" title="" type="" value=""> web browser version that still syncs to the desktop version.&nbsp;</b><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />If you are looking for a web version that does not need and is completely independent of a desktop version <b alt="" name="" rel="" target="" title="" type="" value="">DO NOT</b> vote here. Instead, go here:<br alt="" name="" rel="" target="" title="" type="" value="" /><a alt="" href="https://getsatisfaction.com/quickencommunity/topics/full-featured-version-of-quicken-online-for-the-web-not-dependent-on-desktop-version" name="" rel="nofollow" target="" title="Link httpsgetsatisfactioncomquickencommunitytopicsfull-featured-version-of-quicken-online-for-the-web-not-dependent-on-desktop-version" type="" value=""><b alt="" name="" rel="" target="" title="" type="" value=""><u alt="" name="" rel="" target="" title="" type="" value="">Full Featured Version of Quicken Online for the Web (not dependent on desktop version)</u></b></a><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />If you find this feature helpful, please be sure to <b alt="" name="" rel="" target="" title="" type="" value="">click "VOTE" above</b> to increase the count of this post and therefore its visibility to other users and to the developers by seeking to have the features you need or desire end up in the latest version.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><b alt="" name="" rel="" target="" title="" type="" value="">If you do not click VOTE</b> at the top of the page, <b alt="" name="" rel="" target="" title="" type="" value="">your vote will NOT be counted! Your VOTE matters!</b><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><b alt="" name="" rel="" target="" title="" type="" value="">Click "Follow" at the top</b> if you want to receive notifications of any updates to this thread.&nbsp;<br alt="" name="" rel="" target="" title="" type="" value="" />&nbsp;<br alt="" name="" rel="" target="" title="" type="" value="" /> idea mobile_web_and_cloud_sync mobile_web_and_cloud_sync 3 9 20 comment http://m.getsatisfaction.com/topics/7845046 7845046 can you view or create reports in Quicken Web? 2019-01-22T22:42:09Z 2019-01-22T22:07:51Z Twinsburg Garden Club http://m.getsatisfaction.com/people/9924461 https://www.gravatar.com/avatar/a85b30df1fc0ef0a56658a7a17c587ea?d=identicon&s=55&r=PG twinsburg_garden_clyb reports in Quicken web? question mobile_web_and_cloud_sync mobile_web_and_cloud_sync complete 1 4 1 comment http://m.getsatisfaction.com/topics/7831952 7831952 Share Online access to an account with a family member in Quicken Web 2019-01-19T12:12:11Z 2018-12-20T14:49:41Z Dave Kish http://m.getsatisfaction.com/people/8754951 https://www.gravatar.com/avatar/2acbe82bd7d3dc2097fc704839d387d9?d=identicon&s=55&r=PG dave_kish Wondering if anyone has tried to share a specific account with a family member? My scenario is that I have my kids pay for a portion of their cell phone and car insurance, but would like a way for them to check their "balance" online to help them become accountable for the responsibility without needing me to remind them all the time. It would be terrific if I could allow them to access a cash account in my Quicken Web (or some other creative solution) so that I can just have it automatically update their balance each month, etc.<br /><br />Any thoughts or suggestions? question windows windows, mobile_and_cloud_sync complete 5 3 1 comment http://m.getsatisfaction.com/topics/7407506 7407506 Budget Enhancement - Add the ability to insert comments/notes into the Annual View 2019-01-19T00:18:51Z 2016-12-26T16:44:09Z Scott http://m.getsatisfaction.com/people/5400401 https://www.gravatar.com/avatar/dd3b135c6a884139583e85bbc39fcc38?d=identicon&s=55&r=PG scott_5097485 Budget Enhancement - Add the ability to insert comments in the cells of the Annual View, in much the same way that one can insert comments into an Excel cell. Make it a popup or mouseover type action. This will help remind me of my budget assumptions as the year progresses. Im surprised that adding notes or comments is not already included! &nbsp;Pls. correct me if I overlooked this!<br /><br />I noted that this idea was previously submitted in the MAC community. Not sure how well the Windows and MAC dev teams sync wrt development, so placing it also under Windows.<br /><br />Pls. Vote!<br />Scott idea windows windows 16 14 13 comment http://m.getsatisfaction.com/topics/7842689 7842689 Quicken 2019 web based? 2019-01-18T10:40:27Z 2019-01-17T06:57:19Z Rob http://m.getsatisfaction.com/people/9890013 https://www.gravatar.com/avatar/9c15ceb279078c99dc32df96a3784731?d=identicon&s=55&r=PG rob_4mu8ie2328lp I gather Quicken 2019 isn't a web based program like YNAB, correct?&nbsp; That shouldn't affect my ability to meet with my wife (she would be on her own computer, I would be on mine) to review our financial info.&nbsp; Assume she can login in with the same credentials as I do and see everything just fine?&nbsp;&nbsp;<br /><br />Trying to wrap my head around what not to do if two people are accessing the data.&nbsp; I'm the only one entering and coding, and back-up to a local plus the cloud.&nbsp; As long as that's going on, we should be able to access the reports with the same login info and not mess anything up.&nbsp; Am I on the right track?&nbsp; In other words, if two people were entering data or changing things, that could get kinda tricky.<br /><br />Last Q? Backing up to the cloud is basically a safety net if I'm also backing up to a local drive also?&nbsp;&nbsp;<br /><br />Appreciate the help! question mobile_web_and_cloud_sync mobile_web_and_cloud_sync, windows complete 4 4 1 comment http://m.getsatisfaction.com/topics/7811272 7811272 Sync Bill Reminders/Scheduled Transactions to Quicken on the Web 2019-01-17T00:32:14Z 2018-10-28T19:15:01Z Erik http://m.getsatisfaction.com/people/9834439 https://www.gravatar.com/avatar/6e8043181ca339cf5b006d35bacb6777?d=identicon&s=55&r=PG erik_clli9hfopdgt6 For Quicken on the Web to be really useful, it would be helpful to sync Upcoming bills and their due dates and show any associated income/outflow reminders in the appropriate registers. Quick reminders such as this are one of the most potentially useful uses of Quicken on the Web. It is a way I can keep communication open with my wife on this type of issue.<br /><br />Additionally, there needs to be a way to have multiple users log in with separate credentials to a single data file (yes, on the web) for reasons like the one I mentioned above.Note: This conversation was created from a <a href="https://getsatisfaction.com/quickencommunity/topics/how-do-you-use-quicken-on-the-web/replies/19829668" rel="nofollow" target="_blank">reply</a> on: <a href="https://getsatisfaction.com/quickencommunity/topics/how-do-you-use-quicken-on-the-web" rel="nofollow" target="_blank">How do you use quicken on the web</a>. idea mobile_web_and_cloud_sync mobile_web_and_cloud_sync 12 10 5 comment http://m.getsatisfaction.com/topics/7833276 7833276 Can't edit split transaction total on Quicken Web - Needs an adjust button 2019-01-16T15:36:34Z 2018-12-24T22:46:15Z Jo Rhett http://m.getsatisfaction.com/people/449821 https://www.gravatar.com/avatar/bc163a27aed7f4a3d346d0f0a8024e5f?d=identicon&s=55&r=PG jo_rhett In a single category transaction you can click the Amount and edit it. You can't do this for split transactions -- which makes sense, you should edit the split.<br /><br />However in the split view if you adjust the splits to have a different total, you see the revised total for 1 second, then it is instantly replaced with the original total and a new split named "Uncategorized" is added.<br /><br />I've spent an hour dancing around the interface, and I can't get this category to go away (it instantly returns) and I can't adjust the total. problem mobile_web_and_cloud_sync mobile_web_and_cloud_sync, errors_troubleshooting_non_olb, bank_accounts_downloading_and_categorizing active 5 7 2 comment http://m.getsatisfaction.com/topics/7831302 7831302 Web based Quicken 2019-01-16T11:16:19Z 2018-12-18T23:14:46Z Joseph Stevens http://m.getsatisfaction.com/people/9888824 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11360373/photo_medium.jpg joseph_stevens_ejxg0yua8cxzv I am a 20+ year Quicken for Windows user and considering to going with all web based apps using a Chromebook. However, it does not appear there is an all web based version of Quicken. They have something, but it is a "companion app" still requiring a desktop version. Seems like they are way behind the times. Anyone else feel this way? question mobile_web_and_cloud_sync mobile_web_and_cloud_sync complete 4 5 1 comment