New Features in Quicken 2014 Desktop and Mobile Apps

First Look at Quicken 2014

Use Quicken 2014 on your Windows PC and sync to your iOS or Android mobile devices.
Quicken 2014 Desktop Software and Mobile Apps. Intuit/Quicken

Quicken 2014 personal finance software for Windows has some really helpful new features. While the new mobile app for iOS and Android phones and tablets takes front stage, the desktop software improvements add convenience to Quicken 2014, an already feature-packed money management software.

Bill Reminders and Register Balances

The account registers have been improved so that you can see scheduled transactions, otherwise known as bill reminders in Quicken, in the register. Upcoming unpaid bills can be set to show up below transactions that have been entered, shaded so they are easy to find, along with the running balance in the account. The value in this feature is that it helps the user to determine if they have sufficient funds in the account to cover upcoming bills. If you want to turn on bill reminders, which are turned off by default, click on an icon on the upper right in your account register.

What I really like about the bill reminders in the register is that you can customize which reminders you see. Choose bills that are coming up in a week, two weeks, a year and other time frames.

Budget Tool and One Step Updates

You can now budget right down to the penny with Quicken 2014 because the budget tool includes cents with dollar amounts. Don't want to budget for anything less than a dollar? The cents option can be turned off or on.

The One Step Update is how Quicken downloads transactions from multiple financial institutions using one password that you set up. The One Step Update now gives users a summary screen once transactions are downloaded from accounts. Errors can happen with these downloads - sometimes it's an Internet glitch, or your bank may be requiring you to set a new password every few months. If there's a problem with a download, the summary screen gives the option to click on "Fix It", then Quicken 2014 walks you through fixing the problem.

Quicken 2014 Expands Mobile App Features

Quicken 2014 Mobile App Snap and Store Receipts
Quicken 2014 Mobile App Snap and Store Receipts. Intuit/Quicken

Quicken 2013 came with the first mobile app every offered by Quicken. There's a new and even better app for Android phones and tablets, iPhone and iPad with Quicken 2014. This app can't be used with previous versions of the desktop software because it's been specifically designed to plug into new technology that's running behind the scenes in Quicken 2014.

Snap and Store Receipts

With the new app, you can snap photos of receipts using your mobile device, then attach the image to a transaction. This attachment will show up with the transaction in the Quicken 2014 desktop account register once the mobile app is synced. Something that's a real help for people who upgrade from an older version of Quicken is that images can be added to existing transactions. This feature is helpful just like Quicken desktop attachments are in that you can scan a warranty and receipt for a big purchase to file the information away electronically, expense report items and tax deductible expense receipts can be easily stored with transactions as well. When you use the attachments feature on the desktop and sync, your attachment images show up in the mobile app.

More Features for Tablets

The mobile app for Quicken 2014 offers some extra goodies for Android tablets and iPad, which both having extra space on the screen:

  • Tap on a portion of a pie chart report to drill down to the transactions that make up a portion of the pie, and a date range can be added at the bottom to reveal finances over one month or multiple months.
  • New Views show spending over time and net income.
  • Tap into an area in the budget to see budget trends over months, and adjust the budget on your tablet.
  • Use your location in a receipt capture, and view full size images of receipts.

To use the Quicken 2014 Money Management app, first set up the desktop software to sync with the app via Quicken Cloud Account, then download it on your iOS or Android mobile device.