Mobile Financial Management

Name: Mobile Financial Management
Rating: 4.68424 (12700 reviews)

Finance

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Mobile Financial Management

Finance

4.7

12.7K ratings

Age Rating

Seller

Quicken Inc.

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User Reviews for Mobile Financial Management

Once again…poor execution

If you’re using Quicken Mac, the sync process and mobile app works OK. Nothing spectacular, and a few quirks. I have multiple securities I have to update prices manually. I enter those prices into the Portfolio window. Easy peasy, right?Well, those prices never sync to the mobile app, which means it never updates the actual investment amounts for those accounts. Yes, I resync. Yes, I’ve reset the cloud account. The “workaround” is to clumsily access the Securities window, edit each security price without entering anything and press OK. Repeat for every security you enter manual prices. I did say clumsy, didn’t I?If you’re using Quicken Windows, don’t use this app. I find it hard t believe that almost 10 years later Quicken Inc hasn’t figured out how to sync data between platforms without messing up your desktop data. The latest now is changing Scheduled Bills from Auto Enter to manual enter. Bimonthly reminders get changed to monthly. Paycheck splits get deleted all the way back to the beginning. Opening balances get changed. Reconciled transactions mysteriously disappear…and all those sync back to the desktop data and you now have a complete mess. This company has beyond a doubt the worst (or dumbest) programmers ever. They fix one thing, break five more. It’s like whack a mole of personal finance software. The mobile app is really unusable for Windows users…and barely usable for Mac users. Can not recommend.

BG Golfer, Jun 03, 2023

Lacking functionality

What I was hoping when purchasing quicken was that my wife and I would be able to easily keep track of our income and monthly bills. The goal was to set up the desktop software, then use the app to be able to quickly glance at how much we have currently, and quickly view upcoming schedules bills and income so if we are out shopping, we can easily determine how much we have available to spend. Since the desktop version can be not accessed on more than 1 machine, it makes the app vital to being able to use this as a household budgeting and finance tool, but it essentially just spits out some basic data, but doesn’t give any useful information such as a future calendar or list of future scheduled transactions and balances like you can get on the desktop version. The lack of this feature makes the app basically useless. Hopefully Quicken adds some new functionality and usage ability to the app in the future. I’m currently looking for alternatives that will allow me to access my data everywhere rather than a single computer and in a useless app.

Christopherelang, Jun 20, 2019

Not listening to users

I’m a long time Quicken user. I use it on both the desktop and mobile app. I love the convenience of the mobile app, and it is pretty much what my wife uses exclusively, and then I sync it to the desktop. However, I can only give the app one star due to this one tragic flaw – it automatically memorizes every entry that has new data (such as category or memo). A simple Google search, as well as visiting the Quicken forums, will reveal how many long-term Quicken users and how many Quicken users in general, are frustrated by this feature and have asked for a solution; either don’t memorize the transactions, or give us the option on a per transaction basis, or provide a toggle that we can turn on to select or deselect this feature. All of these are simple solutions to achieve, and judging by the aforementioned forums, it’s hard to understand why quick and has an implement at this change. Once they do so, I will change my rating to five

Grady S., Jul 05, 2023

Much improved

Making almost all the quicken fields searchable Is a huge improvement. I also like that I can now restrict searches to a specific account. In previous versions, a search within an account would bring up results from all accounts. I think quicken could make it a little more obvious on how to Search all transactions. I stumbled on it when I pressed "recent transactions."The addition of reminders is welcome. I would like to see a longer history. I realize that takes up storage space but storage is pretty cheap these days. Right now it seems to be limited to around 2 1/2 years whereas I think five years would be far more useful. And if there was anyway to sync some reports so I could run them from my iPad, that would sure be great as well. But, as it is now, it's a lot more useful for me than the app has been in the past

inthesand, Oct 25, 2019

Limited missing key features

I am a long time quicken user and I would love to have a financial software that works well on both a mobile device and desktop. Quicken on a desktop is still my favorite tool, but this mobile (phone/tablet) software is really not worth the effort to install. I can enter transactions on my phone to stay current, but I frequently don’t take the time and just update the desktop when I get home, but looking at the pending transactions from my bank’s website. The most valuable feature would be able to see scheduled/up coming bills and the balance forecast similar to what is on the desktop. The need that I have is to be able to open up my phone and see not only what is in my account, but what the upcoming expenses are and the forecasted balance... that will tell me what I need to know... do I have enough money to do something, and still maintain the balance that I want.

JKCA Dun, Nov 08, 2019

Is it worth the effort it takes

I’ve used Q desktop for at least two decades. I’ve always thought this was the top of the list for banking, investing, budgeting, etc. so I tried the app to sync with what my desktop shows. I got one bank account out of 5, not the checking account even tho the app seems to think it is; 1 investment account of 4. There seems to be no way to go into any setting to view any of the other accounts. Absolutely worthless unless someone can tell me how to make this app work.After doing some searching on the web, I found a mobile app user guide with some references to get the app working like it should (hint to Quicken, put a stinking link to your user guide to help people get started). I still had to play games to get the accounts I wanted to see updated and synced. Why the app only saw 2 accounts to start with, who knows. Now, it appears I can check the accounts I want to see and they will sync. Not before.

Mr.bill727, Feb 27, 2020

Can’t use the app after the latest update!!!!

1) Since I downloaded the latest update about 2 weeks ago, now my app opens, flashes the account list & immediately minimizes. Double-click, choose the app from the open apps, same thing happens. Can’t use it. Left my previous review here (from 2016). I really need to find a better alternative. Add that I’ve just gotten off the phone with support about a syncing issue. List 2 months of data thanks to the (not) knowledgeable rep. Not a happy camper. 2) previous review...Agree with the other reviewer that everything is harder to read. But here's the kicker, when on my iphone, I try to add a note to a transaction and the keyboard pops up and covers the note field you ate typing in! I move it up above the keyboard to verify and then when I go to type, it disappears behind the keyboard again! It gets better, click 'Done' on the keyboard which on every other app makes the keyboard go away & here it adds a carriage return! Frankly, I don't think Quicken has an A-team. Support is terrible; design/programming is bad and testing apparently is not important! Who doesn't completely test adding a new transaction?? It's the basic functionality of the app! Sheesh.

nshalvat, Apr 18, 2019

It doesn't even deserve the one star.

I used quicken 2008 for many years and was very happy with it. I bought quicken 2012 but immediately uninstalled it and went back to using 2008. This year I bought quicken 2017 because my laptop is aging out and I will need to replace it. I regret every moment when using quicken 2017. When I sync I find it is duplicating transactions. Today it actually duplicated every transaction on a credit card onto another credit card so I am trying to delete them and get them to balance with the estatements. Now we are in 2023. I’m still using quicken over a lot of other finance programs out there. Syncing has greatly improved so I give that four stars. The program itself seems okay but is giving me a problem with auto entries. I have automatic withdrawals at my bank set up as auto payments in quicken. I also have our social security and pension as auto entries in quicken but they don’t stay that way. Quicken changes them back to manual entries all the time. HATE THAT. I looked in help and it gave me some song and dance about only having so many auto entries. WHY??? So that rates one star. And now that I have to rebuy the subscription every year, your IT team should resolve that issue. Then you will get a better rating.

Pennyhailee, Aug 11, 2023

It works great until you need resync the cloud or call support

It takes quite a bit if fiddling to get it to sync with the cloud reliability so the desktop and mobile version don’t overwrite each other and everything works fine until one day you need to call support (I wasn’t able to add new online accounts) and they ask your sign out of your cloud account and then the next time you sign in you lose all your attachment - all your records are wiped and you’re left a fragment of the information. This is a consistent problem I’ve had to years. Their cloud is beyond broken and can jeopardize your business and become a nightmare for accounting. They can’t seem to get their cloud act together now so I DREAD anytime I need to add something new or adjust something or call support. Backup anytime before you do something and backup everyday and backup your backups just incase something changes at the backend and keep your records outside quicken for atleast a year just case it wipes everything out. I’ve had this happen to me atleast 4 times in the last 6 years and yet I dread it. You’ve been warned!

PlatinumMedallion, Nov 09, 2021

Horrible implementation

Takes so long to enter transactions. You need to confirm everything you enter before you move to enter data into another field. If you do not save the transaction and try to go back to view an entry, nothing is saved and you have to start all over again.The Payee field shows all the transactions you have previously saved in alpha order, but does not show recent or frequent transactions, which takes much more tine to enter the payee. So you will need to constantly enter the names of payess until the list becomes short enough to select the correct payee.If you sort transactions entered by date, with latest ones first, while the list of most recently entered transactions appears at the top, the most recently entered transactions for that date are at the bottom of the list, with the balance from yesterday being applied to the most recent transaction. The most recent transactions should be at the too of the date to provide a sequential order but this was not implemented.What a joke. This app really needs a lot of work. Just like the Windows app, every time a new version gets released, there are numerous bugs which have not been fixed. Quicken really needs to hire some new programmers who can get things right !!While the mobile sync does work well, everything else in this iOS implementation is defective in its implementation.

PYanagawa, Jan 18, 2020

Description

The Quicken Desktop Companion App is a personal finance app for existing subscribers to use with your Quicken desktop software. Free to download and use with your active Quicken desktop subscription. The Quicken Desktop Companion App for iPhone and iPad syncs with Quicken desktop, so you can make smart decisions with your money no matter where you are.

We stand behind our products with over 30 years of experience and a 30-day money back guarantee. STAY CONNECTED TO YOUR MONEY ANYTIME, ANYWHERE • Automatically syncs your desktop and mobile data. • View your balances, accounts, and transactions. • See spending trends and check your budget. • Enter transactions as you spend even when you are not connected to the internet. • Search transaction history. • Split transactions for an accurate view of spending. • Snap and store a picture of your receipt. FEEL CONFIDENT YOUR INFORMATION IS SECURE • Passcode-protected and backed by 256-bit encryption. • Additional protection with Face ID and Touch ID. • Data access guarantee: Always have full access to and ownership of your data. USING THE APP To begin using the Quicken Mobile Companion App, first create a Quicken ID from your Quicken desktop software. You will need this ID to log-in to the app and begin syncing your data. SYSTEM REQUIREMENTS • iPhone, iPod Touch, iPad: Requires iOS 11 or higher. QUICKEN VERSION REQUIREMENTS Supported version of Quicken desktop software for Mac or for Windows: Starter Edition, Deluxe, Premier, Home & Business, or Rental Property Manager is required. To learn how Quicken protects your privacy, please visit http://www.quicken.com/privacy If you are a California resident, please refer to the new privacy guidelines set forth by The California Consumer Privacy Act on information sharing. If you would like to opt-out of the sale of your personal information as defined by these new guidelines, please go to http://www.quicken.com/privacy