Quicken network setup

Quicken begins a conversation with your bank to discover what accounts you have. This can take about a minute to complete. If you feel like it, give nicknames to your accounts. These names will be used in the Quicken interface and reports. If you want to set up more accounts, click Add another account.

Ready to take control of your finances? Try Quicken or Simplifi by Quicken today and start reaching your financial goals with confidence. My Account. A file can be moved from one computer to another computer, but it cannot be used simultaneously on both computers.

Quicken needs to be installed on each computer. You can find instructions to move your data file to another computer by clicking here.

Also note that a data file from Quicken for Windows will not open in Quicken for Mac and vice versa without converting the file first. You can find more information on file conversion by clicking here. We don't recommend sharing or attempting to sync Quicken data files between computers on a network, as this may lead to data file damage. We also strongly advise against installing Quicken on a network. Quicken is not designed to be used over a network or shared drive. Quicken incrementally saves your data as it's entered.

Saving Quicken data files locally directly on your computer's hard drive , and not over a network, decreases the risk of data loss. Network instability or the use of a single data file by multiple people at the same time will often lead to data integrity issues.

Due to the many possible network configurations, Quicken doesn't offer technical assistance for this type of configuration. Our Quicken Mobile App will allow you to view your synced Quicken accounts from several different mobile devices, if you choose.

Please see Can I share my Quicken file between multiple computers using Dropbox? How to Install Quicken from a Download. How to activate your Quicken membership. My Account.

Quicken on the Web. Free with your Quicken desktop subscription Access Quicken anytime, anywhere Add and edit transactions Sync and view all your accounts in any browser See investment portfolio daily changes.

How do I download Quicken from Quicken. How to manage subscription membership auto-renewal. Why am I being asked to verify my email or phone number? Toggle Notices. Issue purchasing Quicken Canada; form asks for Zip Code.

Error CC with Citi. Unexpected Email or Text to verify info. Error Updating Capital One Accounts. Welcome to Quicken Video University! Here you'll find quick video guides for doing almost everything in Quicken for Windows. We're always adding videos, so come back here any time you want to learn more about Quicken. Care Support Help Links:. These videos take you through the process step-by-step.