Quicken Software


 

Quicken is an on-premise personal finance management tool that allows users to manage their financial accounts and investments in one place. The platform is available only for Windows and Mac users.

The Portfolio X-Ray feature provides in-depth analysis of users' portfolios with respect to sector diversity, geographic distribution and financial instruments. It also calculates credit scores and provides alerts to secure against identity theft.

Account balances and household budget can be tracked anywhere by synchronizing data from computer to phones or tablets. Users can also store pictures of their receipts in the system.  

Quicken's investment tool allows users to look up security symbols within the system and enables the automatic download of option prices and history.

Quicken also has a built-in social security income optimizer feature and a dashboard that helps track spending patterns.

 

Quicken - Cockpit
 
  • Quicken - Cockpit
    Cockpit
  • Quicken - Mint import
    Mint import
  • Quicken - Essentials for Mac
    Essentials for Mac
  • Quicken - Security report
    Security report
  • Quicken - Spending statistics
    Spending statistics
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Windows 2000, Windows 8

58 Reviews of Quicken

 

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Software Advice Reviews (42)
More Reviews (16)

Showing 1-20 of 42

John from Richards Roofing
Specialty: Other
Number of employees: 1 employee Employees number: 1 employee

June 2017

June 2017

2017 edition is not much to write home about

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

For some reason I have transactions "disappear " out of my checking account, very frustrating.

Pros

nothing in particular, I like the loan calculator. I also like that Quicken has a app I can use on my phone.

Cons

Very hard to get credit cards and bank account to automatically down load, I would like to set up automatic payments for my checking account, but only want them to show up in my checking account when they are due.

 
 

Robert from Cal Farley's Alumni Assn.
Specialty: Non-Profit
Number of employees: 1 employee Employees number: 1 employee

June 2017

June 2017

Know where you've been and where you are.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Certainly valuable to me. Takes some time to maintain but worth the effort.

Pros

Lets me put all finance together for analysis and understanding. Especially helpful at tax time. Pays for itself in tax savings.

Cons

Going through some transition pains right now and connectivity with other financial institutions has been difficult.

 
 

Roger from The DYNACO Group
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

USe it daily and have since the early 1990,s

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Puts all your finances in one place, updates all accounts with minimal keystrokes rather than having to go to each website yourself (Saving lots of time) works like an on-screen checkbook. See your net worth accounts and liabilities in one place. Navigation is easy as a click of the mouse.

Cons

Intuit, the author, recently sold Quicken to an Investment Group. When Microsoft dropped MS Money, Quicken became the Monopoly in the market. Now the new company made some changes and icons are different, some screens have pop-up windows that don't work right, and the internet is full of complaints from long time users. Most of the glitches I found are minor, but changes were made so that everyone had to renew in-order to be able to access all your accounts online with Quicken, a strategy they may use to continually force upgrades and fees! Watch for this. This is what happens when someone sees a chance to capitalize on a monopoly!

 
 

Jim from Retail
Specialty: Residential / Single-family
Number of employees: 1 employee Employees number: 1 employee

June 2017

June 2017

This product does not deliver as advertised

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I'll give an example downloading my 401k comes with 6 placeholders and an incorrect amount. 2 phone calls to support and over an hour time not a single person can explain why they occurred and how to resolve in order to reconcile the true amount. Another example, when setting up an asset... say something as simple as your house! It's advertised to coordinate and track your mortgage for your net worth but yet it can't calculate your mortgage. It asks you what you paid for the property legitimate question, but then when you sync with your mortgage it tells you that what you paid for your home is the actual outstanding principal in your mortgage and puts your down payment as a balloon. No way to go back and change this. I though perhaps an issue with the bank sync, but 2 more rental properties added with exact same results all different institutions

Pros

simple checking and savings accounts seem to work but then you could spend a lot less for the basic quicken

Cons

Everything I can think of..... if your looking for a product that works with your financial institutions.... this is not it. anything with even a remote amount of complexity like investments rental property mortgage details do not work. Its all wrong

 
 

Shumeka from UAMS
Specialty: Healthcare / Social Services
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

May 2017

May 2017

Great Product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

The customer service is outstanding!

Pros

I love the convenience of using Quicken. I've used it both personally and professionally in the past and it is easy to download, implement, and update as needed.

Cons

I did not like how sometimes, it crashed a few times while I was in the middle of entering very important information. It didn't happen a lot, but when it did; it caused a small inconvenience for me.

 
 

Matt from Financial Services
Specialty: Residential / Single-family
Number of employees: 1 employee Employees number: 1 employee

May 2017

May 2017

Great product

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Great product.

Pros

Upgraded with no issues. Improved features. Great product. I would buy this product again. A must have for any landlord/property manager.

Cons

The product could use more mobile friendly features. The product is missing ability to attach pictures, have tenants direct deposit, etc. Great value though!

 
 

Walter from Burning Images
Specialty: Consulting
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2017

April 2017

Quicken

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Quicken is the default standard for accounting. They should adhere to the three "click" no more than three clicks to get to anything. The software has a great number of capabilities that the average user will never use. I actually prefer the older versions which were easier to use

 
 

Mike from FrontDesk
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

Account updates

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Some difficulty with account updates. Institution merge and connection quits working

 
 

Jim from Dun & Bradstreet
Specialty: Advertising
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2017

March 2017

Quicken 2017

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Quicken 2017 for Mac is an improvement to the user interface and features, but it still lacks important investment analytis functionality.

Pros

Clean user interface

Cons

Lack of detailed investment reports

 
 

James from Toyota
Specialty: Manufacturing
Number of employees: 10,000+ employees Employees number: 10,000+ employees

March 2017

March 2017

Solid recommendation for Quicken.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Used it for the past few years. Cannot live without it.

Pros

Solid functionality. Ease of use. Nice reporting.

Cons

Customer support

 
 

Thomas from EAFIT
Specialty: Education
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

March 2017

March 2017

Quicken

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Missing International Integration. Overall a nice product as long as you do not live outside the US.

Pros

Working well in the US.
Complete solution

Cons

Missing the international Integration

 
 

Harry from AT&T
Specialty: Telecommunications
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

March 2017

March 2017

Deluxe Tax Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Overall it was good experience but I did run into issue when I was looking for specific tax deductions for my newly started business

 
 

Jim from J & J Unlimited
Specialty: Retail
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Garbage

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Constant download errors, constant have to reset accounts, no communication anymore with Capital One.
Support is terrible.
Don't waste your money.

Pros

Used to be a great program, NOT anymore

Cons

Everything

Advice to Others

Don't waste your money

 
 

Ray from iBA Creative
Specialty: Public Housing
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Quicken Rental Property Manager

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I have been using this software for 10+ years. It works great for tracking income and expenses.

Pros

Ease of use.
I like the one fee payment.
Works well for my accountant to use for tax returns.

Cons

Not compatible with Mac

 
 

Jen from FreeProp, LLC
Specialty: Mixed Portfolio
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Great for general accounting...

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

We have 65+ rental properties. I had waited to enter them into the rental property part until I worked out the kinks of the accounting part. I had issues with bank connectivity and then mobile sync was not working properly. After I got that fixed, I decided that in January I would start entering in my tenant's info. Here are my problems:
1. Most of our houses are section 8 which means 2 checks and NO, you can not just have 1 housing payment that you split into your houses and have those apply to your tenants. you HAVE TO MAKE A SEPARATE TENANT for EACH house labeled section 8 (or what ever) and house number or something to uniquely identify it. PAINFUL!!!!!!!
2. Lets say you have an invoice from Vendor A and they have invoiced you for 3 properties. You have to put the invoice on the tenant side (each invoice to each house) then when you go to pay Vendor A- it prints multiple checks. Not just one check or an option to pay several invoices for vendor A. THAT IS CRAZY!!! (For me it was going to print 10 checks to the same vendor. I then went to the banking side and made a check, tagging each property which then printed one check but the system did not enter the charges into the tenants side. So you need to do double entry. WHO HAS TIME FOR THAT?
I called customer service-super nice but spent SEVERAL hours trying to get it figured out. They ended up saying how terrible it was.
3. There are no useful reports.
Bottom Line:
I ended up going with a property management software. I interviewed Builidium, Appfolio, and a few others. Expensive but hopefully it will help me out in the long run. Anything is better than this.

Pros

easy to change the payee/category/tag

Cons

see above

 
 

Richard from Miller Enterprises
Specialty: Mixed Portfolio
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Rich5578

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

This product works great for the small property owner, however, it has its flaws. 1. It should remember your choices so it doesn't have to ask every time. 2. It's rather expensive considering you have to purchase new software every couple of years. 3. The software should update more often when there are small improvements.

Pros

Ease of use. Very intuitive.

Cons

The user has to enter choices every time. Very frustrating if you only have one property you are managing.

Advice to Others

I've searched for a better product on the market, but keep coming back to this one.

 
 

Pat from Heritage West Properties
Specialty: Residential / Single-family
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Quicken rental property

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

What I wanted it to do was keep ledgers of individual tenants. So, I returned to regular quicken.

Pros

I did not like it.

Cons

Could not keep ledgers for apartments and or tenants.

Advice to Others

no.

 
 

Robert from Bob Porsavage Sales, Inc
Specialty: Public Housing
Number of employees: 1 employee Employees number: 1 employee

November 2016

November 2016

Quicken Retail Property Mgr

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I had used an older version of Retail Property Management that was not supported by newer windows operating systems. When my computer crashed I could not recover the date. The new Quicken program I uploaded to my computer was too complicated for me, and did not have the features of the older program. It also added payments and credits to my checking accounts which I did not want. I think the program is good for a new user, but for me I prefer a stand alone program not ties to checking accounts and more details on tenants and leases.

Pros

Quick to operate, lots of special features

Cons

Too complicated for my simple needs.

Advice to Others

Check it out because you get a free money back guarantee and see for yourself.

 
 

Kristy from Butt LLC
Specialty: Residential / Single-family
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2016

November 2016

Fundamental but lacking

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I was so excited to use this software. It completely ties to our financial reporting in Quicken and therefore is very appealing to use. The issue is in the actual function of the rental piece. It does not allow easy adjustment to tenant accounts for issues. Would be good for a FEW rentals. It does not allow tracking of notes regarding tenants or tracking of service needed. I also had hoped it had a function that could allow customers to make payments thru it.

Pros

Ties to financial. Allows entry of all tenant information for contact and lease terms.

Cons

Would be better if the tenant was also then listed as a payee so you would not get two different entries for one tenant when you do an entry in the checkbook vs running it thru the rental program which only allows for entry of rents. You cannot enter a payment for garbage for example. Any entry causes the rent due date to advance so you will be entering rent on 11/5/2016 for example and the default will come up 2/2017 for example.

Advice to Others

This product is good for a FEW rentals where you know all that is happening. When tracking multiple the dates and auto accounting entries have to be watched very carefully. This should be more automatic. Also, be aware it is HARD to get help on this product as it is a sub product of quicken and the help limited.

 
 

Gregory from Friends of Northside
Specialty: Non-Profit
Number of employees: 1 employee Employees number: 1 employee

October 2016

October 2016

Quicken Deluxe version great for individuals and small organizations

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

I've been using Quick Deluxe for about 7 years now for personal financial management and I have also started using it to manage the finances of my son's scout group. Read the version descriptions carefully to make sure you're not paying for features that don't apply to your financial situation. You may feel that it may take too long to read the documentation or do any online tutorials, but once you have Quicken set up correctly you will be pleased. I also use the tax planning features and integrate it with Turbo Tax. One doesn't need an accounting background to use this product and my household finances are not that complicated, but the reports are helpful and really helps with creating and managing a budget.

Pros

ease of use and integration with Turbo Tax

Cons

Sometimes your connections to financial institutions need to be reset.

Advice to Others

Read the version descriptions carefully to make sure you're not paying for features that don't apply to your financial situation. Read the setup instructions and do the tutorials.

 
 
 
Showing 1-16 of 16

Scott from Henderson Realty LLC
Number of employees: 1 employee Employees number: 1 employee

June 2017

June 2017

Good software for intended use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Streamlined financial tasks

Pros

Easy to use; great to have all info on rental properties in one spot. This's software handles it all.

Cons

Support has been reduced; no recent updates so software is not keeping up with modernization. Accounting rules and tax laws are changing

Source: Capterra
 

Ed from Gateway Tax Advisors, LLC

June 2017

June 2017

Best product to track finances, investments and business income/expenses, but..

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Quicken Rental Property Manager is, in my opinion, the best product to track finances, investments and business income/expenses all in one spot and on your desktop versus having that information only on the internet.

Cons

Not the best solution or the easiest to use solution for tracking rental properties. Additionally, the new releases of the product often contain very little in improvements over the prior year. However, what I like least is that the software is often released when it still appears to be in beta testing. A lot of software bugs and often unusable until the software patches are released over a period of months.

Source: Capterra
 

Linda from LMB Group, LLC
Number of employees: 1 employee Employees number: 1 employee

May 2017

May 2017

Have used for many years and with every upgrade keeps getting more bugs

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Works well for personal finances - checking, savings, credit cards

Pros

Easy to learn, set up account. Can also use the software for my other businesses and personal stuff. Lots of ways to run reports that are useful. Nice to be able to download transactions from my bank and credit card accounts.

Cons

End of year tax schedules have bugs, Income reminders for rent payments do not show up correctly, Support is through a forum and they mainly tell you to run a file validation and that's it, Option to "Link a bill reminder to an online account" has never worked, New Zillow feature to asses value of property does not work. The only way I got good support was to pay another dollar for premium support and spent hours on the phone with a tech as he had me restore old backups trying to find a file that didn't cause the error... We never did find one that didn't cause the error. I am limping along with how it is working and currently looking for other software for my rental properties.

Source: Capterra
 

Kirk from KAGB Properties
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Great Software for Smaller Property Management

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I love all things Quicken, and the rental property manager is no exception. Very effective for those who only dabble in rental properties as opposed to those massive property management companies. Accounts for everything I need in keeping track of the properties.

Source: Capterra
 

NICOLE from TCHP

February 2017

February 2017

AWESOME FUNCIONALITY

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

LOVE THE OVERALL QUALITY OF THIS SOFTWARE/PRODUCT YET FEEL IT FALLS SHORT ON THE EASE OF USE PART.. ALTHOUGH CUSTOMER SERVICE IS AWESOME!

Source: Capterra
 

Ed from Gateway Tax Advisors, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Quicken 2017 Rental Property Manager

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Not much new or different than 2015, a little blander experience as the colors and perhaps fonts have been changed. New features are of minimal value, although the connection to Zillow for property "values" is a nice touch. Software needs a major overhaul to refresh and correct various issues that cause the software to crash. Although I have to admit, even though I purchased the software only after build R3 was released, I haven't experienced as many crashes as I have in the past. Sad that I find that impressive, but that's how bad the software has been in the past.

Pros

Not much of a pro, but there is no other desktop software that does as much as this one.

Cons

Being the only option with as many features, it is often simply "refreshed" every year versus adding any significant improvements. Also, the software should work right out of the box, not 3 or 4 versions down the road. Ridiculous that purchasers are beta testing the software for the first 3 or 4 months.

Source: Capterra
 

John from Blue Jeans Productions

December 2016

December 2016

Love this Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I own three investment properties throughout the U.S. and I love how it calculates from state to state. Easy to use by the questions it asks you and helps prepare for my yearly end taxes.

Source: Capterra
 

Benjamin from Bounce Rentals

December 2016

December 2016

Rentals Made Easy

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I manage a few rental properties and this software has really helped me with managing them better. I would recommend it to anyone.

Source: Capterra
 

DAVID from LABOR FIRST

December 2016

December 2016

Wish their were better options

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I been looking for a quality rental property management software system for a while for just a few properties. Unfortunately this is extremely limited and not great. I don't know of any better options but definitely not impressed.

Source: Capterra
 

Randall from Bergman Draper Ladenburg
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2016

December 2016

Top Notch - Couldn't be happier

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The product covers everything. Allows you to account for everything you need. Features are efficient and lets you quickly record transactions and see the financial information to control your business decisions.

Pros

Ease, Efficient, Quick to see info

Cons

Like everything

Advice to Others

Buy it

Source: Capterra
 

David from Bruce & Associates
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2016

December 2016

Quicken Rental Property Manager

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Overall this is a solid, user friendly product. I have used versions 2014-2017. It is very useful for keeping your rental property finances separate from other areas. I especially like the reporting feature which makes year-end tax work a snap. There are some quirks that have turned out to be user challenges. The technical support is excellent.

Pros

Easy to keep finances for different areas separated. Easy entry of bills - especially if you download the transactions. No problem handling large file sizes or for many years. Can be used as simple or complex as needed.

Cons

Some quirks with the automatic name recognition tool when downloading transactions.

Advice to Others

If you have rental property this tool is a must. year-end reporting is a snap. Although I have never experienced a data loss caused by the program, definitely use the backup feature each time you use the product.

Source: Capterra
 

P from Mobity LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2016

October 2016

quicken review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Using the product several years, quite happy, easy to use, could get better with mobile features and group editing of certain transactions

Pros

Ease of use, features

Cons

Download transactions management (Group edit)

Advice to Others

Mobile apps + group edits

Source: Capterra
 

Laura from CodeLab

October 2016

October 2016

Easy way to rent property

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Easy to use interface, like the Salesforce connection. Great to have a traditional app integrated with Salesforce.

Source: Capterra
 

Neel from NP adivosrs

October 2016

October 2016

Great Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We use to leverage this to drive our rental property income. This let us track what we recive from our clients nad how much we spend.

Source: Capterra
 

Mauro Stefano from Groowin Co.
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2016

September 2016

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Support
Source: GetApp
 

Bob

October 2015

October 2015

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support
Support
Source: GetApp