QWin 2015: Accessing my quicken file from tablet

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I use quicken for Windows 2015.  I'm remodeling my house and cannot access my PC.  Is there a way to access files on a tablet?
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Valerie Jones

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Posted 3 months ago

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NotACPA, SuperUser

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Not really.  Because with the Q Mobile App, the initial sync has to be performed from the desktop.

And, even then, only a subset of the info in the desktop app is transferred to Q Mobile.

And, remote software (which would allow you to operate the desktop from the laptop) would have to be set up on the desktop also.
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Valerie Jones

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ok, thanks
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Valerie Jones

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I have access to my PC until Monday morning.  What would  I see on the Q mobile (what kind of subset)?  Is anything in the cloud?  I don't really know what that means or how to access that.
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NotACPA, SuperUser

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EVERYTHING that's visible on Q Mobile is in the cloud.
And you'd see banking and card accounts only.  No investments and no "other" accounts.
You should also be made aware that the Q Mobile app, in MANY circumstances, screws up your Q data file.
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splasher, SuperUser

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What type of tablet? iOS, Android, Windows (as in Surface Pro)
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Valerie Jones

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It's an iPad.
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anyoldjoe

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Then NotACPA's response stands.  If it had been a Surface Pro, you could have run Quicken on it.
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NotACPA, SuperUser

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Thanks, but unless she took her backup files with her ... she wouldn't have access to them either.  And thus would have NO Q data.
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smayer97, SuperUser

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QMobile also gives access to cash accounts and investment summaries. 

I know this may be an obvious but just to be sure, is the computer you cannot access running but not physically accessible or is it powered off and not connected? 
[EDIT] just saw your reply above...if you are able to keep that computer running even though you cannot physically access it, you can use remote access software...(several free options, e.g. NoMachine and Teamviewer) see this great article for complete review of many options (most are free): http://machow2.com/rdp-for-mac/ . Though this article was written primarily with Macs in mind, there are many solutions offered that work for Windows too. The advantage of these solutions is that you retain access to all the features of Quicken, unlike Quicken Mobile. The trade-off is that the host computer cannot really be used for anything else while using Quicken with these remote solutions, but in your case that is not an issue.

You could even relocate the computer somewhere you trust and access it using the remote software.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
(Edited)
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Valerie Jones

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The computer will be powered off and disconnected.  Will sharing still work?  That looks like a great answer.
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splasher, SuperUser

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OP has QW2015, it doesn't sync investment accounts, does it?
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QPW

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The computer will be powered off and disconnected.  Will sharing still work?  That looks like a great answer.
No it will not work, the machine has to be on, and connected to the Internet since you are still using it.  What is happening is that the keyboard, mouse, and display are just being redirected to your tablet.

And on the question of investment accounts.
Only Quicken Windows 2017 has the ability to sync those, Quicken Windows 2015 doesn't.  And even if you have Quicken Windows 2017 what you would see for the investments is a "summary".  As in the totals and positions, no transactions.

You have not stated how long a period of time this is going to be for, or exactly how dependent you are on Quicken in for that period of time.

People using Quicken come to depend on it, and figure there is no way they can live without it, but in fact even though it gives a "clearer picture" sometimes its value is overrated, especially for a short period of time.

Here are some thoughts:
  1. Take the computer with you.
  2. Buy a cheap laptop, and put Quicken and your data on it.
  3. Use your financial institution's websites/apps.
  4. Use Quicken Mobile (but make sure you have good backups you can go back to).
  5. Try the above NOW, don't wait until you don't have access.
(Edited)
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smayer97, SuperUser

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Just to be clear re: remote software, though it has to be connected to the internet, it can be allowed to go to into sleep mode (not hibernation mode) as remote software can wake it from sleep BUT it has to be able to connect to the internet.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
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smayer97, SuperUser

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@splasher...good catch...I believe QW2017 is needed to get investment data to sync too.
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Valerie Jones

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No  way to connect to internet, so will try above steps.  Thanks.