Quicken

About Quicken
Organize and optimize your investment portfolio With Quicken Premier, you can see changes in assets, liabilities, and net worth with one click, so you can maximize your portfolio and make more informed investment choices.
Make better-informed buy/sell decisions - Quicken identifies your top-performing investments and compare your portfolio to the market, so you can make smart decisions on buying or selling.
Minimize taxes on your investments - Quicken Premier helps you get the maximum tax benefits on April 15th. It tracks cost basis, estimates capital gains, and exports your data directly to TurboTax for fast and accurate tax preparation.
Getting started is a breeze - Step-by-step guidance helps you get up and running on Quicken fast. Just answer a few simple questions; we'll show you how Quicken works, and what to do next. You'll see your financial picture come quickly into focus.
Quicken offers much more features that will make your money management quicker and easier!
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- Industry: Marketing & Advertising
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 10.0 /10
Ideal for My Solorpreneur Marketing Consulting Business
Reviewed on 13/03/2022
I am very pleased with the ease of entering data into the system. It saves me the cost of having a...
I am very pleased with the ease of entering data into the system. It saves me the cost of having a bookkeeper. I am able to categorize expenses myself and take full advantage of knowing what i was buying for business and for personal life. I know it is saving my a lot on my taxes, as I have proof of my deductions versus just guessing. It used to take me days to prepare my docs for my CPA not it is in a matter of hours I have all the numbers she will need.
Pros
The best feature I like is the way you can split items on a receipt into their own categories. For example, I go to Walgreens and buy cosmetics, copy paper, thank you notes, and business head shot photo prints. I enter Walgreens for the Payee, then I assign / split where the expenses will go in my categories. Cosmetic - Personal Care, Copy Paper, thank you notes - Business: Office Supplies, Photo prints - Business: Photography. I make my tax reporting a breeze for my Schedule C line items. I also love generating reports on income and expenses. Great for planning or estimating funds for seasonal work loads.
Cons
It actually has more features than I want to use. For example - the investment section, I tried to use it - but to enter buy - sell information and dividends and details was way too time consuming for me. I just as soon get my reports from my brokerage firm.
- Industry: Construction
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Versatile and Powerful Personal Finance Management Software
Reviewed on 11/09/2024
I use Quicken for both personal and business purposes and find that it has a broad use of categories...
I use Quicken for both personal and business purposes and find that it has a broad use of categories and accounts to handle both. I have been using Quicken since its inception 40+ years ago and find it useful on a daily basis as well as monthly and tax related reports.
Pros
Quicken is a versatile personal finance application that covers something as simple as checking and savings account record keeping to more complex accounts such as credit card, investment and mortgage accounts. It can generate reports and graphs to provide a complete picture of one's personal finances.
Cons
To the best of my knowledge Quicken is only available on a subscription basis. In the past one could purchase upgrades as they were released or wait a year to purchase when more features were available.
- Industry: Real Estate
- Company size: Self Employed
- Used Weekly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 1.0 /10
Poor Customer service
Reviewed on 28/03/2024
I have used Quicken for more than 10 years. In the past few years, the Quality of the updates has...
I have used Quicken for more than 10 years. In the past few years, the Quality of the updates has been poor and the price has gone up. Customer service has declined in Boise office. Guatemala service is better but still language problem. Do not start with Quicken Home and Business!
Letter to the current [sensitive content hidden] of Quicken
I have contacted Quicken, according to your records at least 6 times this year 2024. I have been a customer for at least a dozen years.
The problem was finally resolved today 3/11/2024. It was related to files that go back in time and or the size of the file. I cannot imagine it is the size nor the date, it just does not make sense to me. However today, thanks to a person in Guatemala it was resolved after approx 2 hrs.
I really am upset that after speaking with a person in Boise last week for almost 2 hrs (#10890242) I was told it was an issue with my computer. I believed him, because I had spoken with numerous to Quicken support on that issue and the renaming error issue.
I have spoken with [sensitive content hidden] at your Boise office and they have extended my subscription for 6 mos.That is the best they can do for me! [sensitive content hidden], did confirm when looking at the notes I was told by the agent. That it was a problem with my computer blocking and I should take it in and get it checked. I did take it in!
But going back to the issue of my time and not correct advice, I spent $175.00 to have my computer checked, I was told by your employee that was the issue. It was not, according to [sensitive content hidden], the correct procedure was to escalate the problem. That was not done according to the notes, case #10890242. If it would have been escalated, I would not have incurred the expense. I still would have 15 or 20 hours of my time.
I have to keep Quicken to run the rental properties I own. I need the data in case I am audited. So I would have to switch to another program or continue with Quicken. I would prefer to stay as switching would require substantial time and effort for a 74 year old person.
My time and for that part yours, on the support time is probably 15 hours or more. That does not include my hold time or the issue that I now have to add back all the passwords to the institutions and double check to make sure there are no issues.
If you do not think that is fair, then I will have no choice but to continue with Quicken. But I will let other users know of my difficulties when they choose companies like yourself.
I do hope this note will help you in the future, as far as training and obvious flaws in the computer program.
I have run many companies including a number of my own. It is not the money, it is my time! I also always wanted feedback from my customers to help me improve my companies and our services. I am sure you also want that for your many companies.
Pros
Was easy now difficult especially after updates
Cons
The value has gone out the window, I think this happened when they were bought
- Industry: Nonprofit Organization Management
- Company size: Self Employed
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 5.0 /10
Quicken is OK
Reviewed on 11/11/2024
It worked, but managing the various categories was tedious. Seems like the Business Intelligence...
It worked, but managing the various categories was tedious. Seems like the Business Intelligence algorithms would be better and generate more intuitive category names.
Pros
Quicken as reasonably priced and linked fairly easily to my bank account and credit card account.
Cons
I did not like how the naming of charges in my bank account and cards did not line up very cleanly with the Quicken import data. It seemed like I was always scrubbing the data.
- Industry: Health, Wellness & Fitness
- Company size: 201–500 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
The Gold Standard for Personal Financial management
Reviewed on 16/08/2024
I've been using Quicken since the late 1980's. It has always been the gold standard for personal...
I've been using Quicken since the late 1980's. It has always been the gold standard for personal financial software, and I don't believe it has any real competition. Quicken integrates well with major financial institutions, and when I combine it with TurboTax, it makes filing my taxes easy and reliable. The product is constantly being upgraded and improved. I can't imagine keeping up with my household finances, retirement savings, and tax records without it.
Pros
My favorite feature is the ability to connect and download transactions from banks, brokerages, and credit cards. These updates make it so easy to keep up with my personal finances.
Cons
The program is so robust that it can be a little complicated sometimes. But the truth is, that is a strength that is worth the time to learn to use.
Quicken FAQs
Below are some frequently asked questions for Quicken.Q. What type of pricing plans does Quicken offer?
Quicken offers the following pricing plans:
- Starting from: US$47.88/year
- Pricing model: Subscription
- Free Trial: Not Available
Q. Who are the typical users of Quicken?
Quicken has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Quicken support?
Quicken supports the following languages:
English
Q. Does Quicken support mobile devices?
Quicken supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Quicken integrate with?
We do not have any information about what integrations Quicken has
Q. What level of support does Quicken offer?
Quicken offers the following support options:
Email/Help Desk, Phone Support
Related categories
See all software categories found for Quicken.