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

20 Reviews of Quicken

 
Software Advice Reviews (18)
More Reviews (2)

Showing 1-18 of 18

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

Quicken Deluxe version great for individuals and small organizations

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N/A

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.

 
 

from Hopsing House
Specialty: Food / Beverage
Number of employees: 11-50 employees Employees number: 11-50 employees

Good if you can use it

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The Software was very usefull until it crashed!! the comunication with my bank was very hard to achieve and simply it didnt work. I Stop using it because the data was not accurate. Then I tried uninstall and install it again and it went good about 2 month, then it crash again. Try to communicate with costumer service is not a good option.

Pros

Frendly enviroment, easy to use, easy set up

Cons

It Crash a lot when try to communicate with the bank

Advice to Others

do not buy it

 
 

from City of Brookhaven
Specialty: Government Agencies

IT Director

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Likes Best

Consumer friendly, easy to set up and start using, lots of training available

Likes Least

Updates required every couple of years, look and feel changed last update, functions moved

Recommendations

Invoicing, account access, bank reconciliation is good, backups can be confusing,

 
 

from Attorney at Law
Specialty: Legal

Quicken Deluxe review

Ease-of-use

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Likes Best

I am familiar with it. It is realatively easy to use. It works all the time.

Likes Least

It costs a bit to start, and I could not return to the Deluxe after using the property management module. The property management module does not work for me.

Recommendations

I have used all of the Quicken programs, basic, deluxe, property manager, quickbooks. The one that does the best job is the deluxe. If you set up your categories carefully, you don't need anything else for most small businesses, unless you have payroll.

 
 

from On The Inside Design
Specialty: Consulting

Accounting Manager

Ease-of-use

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Value for Money

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Likes Best

This program is really easy to use when you don't have an accounting background.

Likes Least

The wait times for customer service ran me one hour and a second time an hour and a half.

Recommendations

Take your time and get the feel of the software. It's simple without making a person feel stupid.

 
 

from Gators Dockside
Specialty: Hospitality / Travel

It was great!

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Likes Best

Easy to use. I was impressed by the array of functions and the easy use of the short cut keys. My parents always used this product and I see why. This has been a great tool for keeping things organized and stay on top of financial needs

Likes Least

There is nothing that I like the least. This software is very handy and I promote everyone to use this software. I feel if it were cheaper more people would use it.

Recommendations

A Must do. I stongly suggest that this product is used in every household. It is great for organizing your bills and great to keep track of spending and savings.

 
 

from Key Fire Protection
Specialty: Construction / Contracting

Quicken Experience

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Likes Best

This product suits my small business very. Allowing for simple to follow reports with as much detail as I care to have tracked.

Likes Least

Would like even more in depth reporting as my business grows.

Recommendations

Like anything else put good info in to get good info out.

 
 

from PD Nutrition Inc
Specialty: Retail

Quicken - Quickbooks/Payroll

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Likes Best

It has a nice user interface. It is easy to navigate. A onw stop shop to capture business financial information.

Likes Least

It does not support some banks and accounts that products like mint support to keep the information updated without having to go through many extra steps to get account information or importing and exporting the information. It should be easier to add new accounts and better bank support.

Recommendations

Work with banks to support you automatic update like what mint has.

 
 

from Okno Manufacturing
Specialty: Accounting / CPA

I like it. Helps me keep track of my money

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Likes Best

Easy to enter/edit transactions and run thorough reports. I love how I can do invoices (customizable too) and receive payments for projects/services.

Likes Least

UI could be modernized a bit more but that's not a big deal. The biggest thing is probably that it doesn't have all the Canadian banks to sync transactions with so I've never used that function. However, they might have updated that on a later version already.

Recommendations

For a personal and small business accounting software I think this is quite fine! I can do my bills and invoices/payments, etc and it all works as I think it should.

 
 

from Madison Marketplace, Inc
Specialty: Other

I use it every day and have had no negative experiences with it

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Likes Best

Very user friendly and reliable. A great tool to infuse into your business.

Likes Least

No complaints so far. It has done everything that I need for our business and I use it every day.

Recommendations

Find as many pro and con reviews before you decide.

 
 

from Lake Oconee Rehabilitation and Performance center
Specialty: Healthcare / Social Services

Quicken Review

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Likes Best

I liked the ability to transfer existing data into the software for easy conversion. It is easy to use without much technical difficulty.

Likes Least

I did have to adjust a few items when transferred, but they were easily found and very easy to change.

Recommendations

We transitioned into using Quicken due to others recommendations. I am pleased with the change and would recommend this software for others needing a budget or other financial needs.

 
 

from Green properties
Specialty: Real Estate

Review of Quicken Property Management

Ease-of-use

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Likes Best

I like that is the same Quicken product I am already familiar with and I was able to import my existing data.

Likes Least

I like least about the product the lack of support to get answers to user questions such as how to merge dAta with down loads . The tutorial link just sent me to the marketing site. When I call the support number the wait time is over an hour.

Recommendations

Consider your needs for support when deciding and if you have time to wait for customer service.

 
 

from Omega Realty
Specialty: Real Estate

What Quicken Does For Me!

Ease-of-use

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Likes Best

This program is fit for the beginner as well as for the advanced user. I've been using Quicken for over 20 years. Upgrades have meshed flawlessly. I recently purchased the Rental Property upgrade and it fits our needs quite well.

Likes Least

I would like to have someone available to answer quick questions, on the phone.

Recommendations

Seek out "reviews" for those who are current users of this software. You will get most of your questions answered.

 
 

from Wilma Properties
Specialty: Real Estate

Easy to use

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Likes Best

I like Quicken because it is pretty user-friendly. It was easy to set up my accounts.

Likes Least

Sometimes Quicken has issues connecting with my bank account. I have to go in to the account settings, deactivate the account, then reactivate. It's a little redundant and frustrating.

Recommendations

Overall, I'm happy with the product and would recommend trying this product.

 
 

from Ensorcell Investments
Specialty: Real Estate

Quicken Rental Property Manager is Great!

Ease-of-use

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Likes Best

I like how easy to use Quicken is. Having numerous properties to look after usually makes things difficult for me. However, the user-friendly nature of Quicken takes away a lot of the difficulties of managing rental properties.

Likes Least

I wish Quicken Rental Property manager had an option to log in to a web-based version. It would be nice to be able to log in and work even if I didn't have my business computer with me.

Recommendations

When I was making the decision about which software to use, I wanted to know whether or not the software fit my business needs and if it was user friendly. I recommend taking time to consider what you value in a software as you make evaluations.

 
 

from Bates Property Management
Specialty: Real Estate

Quicken Gets the Job Done

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Likes Best

As both the owner and manager of my rental properties, Quicken fits all of my business needs. One thing I especially like about Quicken is the quality of the reports that I am able to generate.

Likes Least

While Quicken is great, I wish it had a feature that would allow me to be able to log on to a web-based version so I could make simultaneous updates with my assistant manager.

Recommendations

There are lots of different options when it comes to property management software. The key is seeing if the software actually fits your business needs. Then you can evaluate the relative effectiveness software.

 
 

from Huntsville Amateur Radio Club
Specialty: Non-Profit

Quicken has been an easy to use financial database to get our club sta

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Likes Best

You don't have to be an accountant to use Quicken. Intuit support is excellent for Quicken!

Likes Least

It doesn't directly interface with our Credit Union.

Recommendations

Quicken is a good product for small clubs like ours.

 
 

from Ensorcell Investments
Specialty: Real Estate

Quicken is great!

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Likes Best

Quicken meets all of my business needs. As a rental property manager, it has robust infrastructure for rental property accounting and management.

Likes Least

Quicken does not have an option for online use that would allow for real-time editing with multiple users. Because I have business partners, it would be great if we could both log on and work at the same time. Right now, we have to make edits and send files back and forth.

Recommendations

Consider your business goals and day to day tasks. See if software options allow you to accomplish these tasks before you even familiarize yourself with the software.

 
 
 
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