Quicken is one of the most popular personal finance software. The platform provides a complete financial solution where you can connect your many accounts, create a realistic budget, help you get out of debt, track your investments, and much more!
Continue reading below to learn more about Quicken and the features they offer.
Quicken Features
Quicken is here to help you with your finances through a consolidated view of all your accounts together. They provide a comprehensive personal finance management software on the market. Features include:
- Easy-to-use layout with a customizable Home tab plus tabs for Spending, Bills & Income, and Financial Planning.
- Synchronization with your bank and investment accounts (optional), so you can see your balances, transactions, and investment performance since they are uploaded automatically. Data can also be synced between the Quicken desktop, mobile and web versions.
- Projected balances based on upcoming bills to get a better idea of how much money you’ll have at a given time.
- Built-in debt reduction tools, including projected impact of extra debt payments and how much you’ll save in interest.
- Automatic net worth tracking on the sidebar that updates with every new transaction and every time you make changes.
- 5GB of free Dropbox cloud storage for backups.
- Mobile alerts for account changes, upcoming bills, and more.
- Tips and tutorials for information on Quicken and personal finance management.
Plus for any help, you can contact customer service through chat and phone.
Quicken Plans & Pricing
| STARTER | DELUXE | PREMIER | HOME & BUSINESS |
|
| Annual Pricing | $35.99 | $46.79 | $70.19 | $93.59 |
| Track, budget & organize your personal finances | Yes | Yes | Yes | Yes |
| Bill tracking | Yes | Yes | Yes | Yes |
| Bill pay | $9.95/mo | $9.95/mo | Yes | Yes |
| Track loans, investments & retirement accounts | – | Yes | Yes | Yes |
| Advanced investment & tax planning | – | – | Yes | Yes |
| Business & property management | – | – | – | Yes |
All Quicken plans comes with a 30-day, money-back guarantee. So you can return Quicken within 030 days or change your plant at any time.
Quicken Limitations
Before signing up, make sure you take into consideration:
- That compare to other personal finance software like Mint, Quicken is slightly expensive.
- There have been reports that Quicken doesn’t sync with certain banks easily. So you can always take advantage of the 30-day, money-back guarantee.
- Quicken can be slightly overwhelming with all the tools and features. If you’re looking to spend 10 minutes tracking your budget, you can checkout Simplifi by Quicken.
- Quicken for Mac comparatively has less features than Quicken for Windows.
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Conclusion
Quicken can help you manage both your budgets and investments. This is great for those who are detail oriented, a business owner or an investor who budgets.
If you’re looking for managing your investments. You can checkout Personal Capital, they provide a managed service targeted toward clients with higher balances. Additionally, they also offer a range of free financial management tools
