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

62 Reviews of Quicken

 

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Software Advice Reviews (60)
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Showing 1-20 of 60

April from Colette Malouf, Inc.
Specialty: Manufacturing
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2018

February 2018

Quicken Pros and Cons

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Quicken should offer a basic version that can be used for years with out upgrades for people who do not want to pay their bills online through Quicken.

Pros

I use Quicken as a checking register, and to run reports to see my spending habits. It works great in this capacity.
You can also use it to pay bills online, however, I do not use this feature, due to having to upgrade the software every year.

Cons

Quicken forces you to upgrade their software to continue using the pay bills online feature. If you do not upgrade, they cut off the bill paying feature.
The Quicken program that I am using is over 5 years old, so it crashes periodically. I will probably have to upgrade this soon.

Review Source
 
 

Tamara from WRMC
Specialty: Healthcare / Social Services
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

February 2018

February 2018

Its all about the profits now......

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Although I am sounding as though I am resistant to forwarding technology, I am not. There are just certain things that I feel should be more protected and so far, technology has failed to prevent hackers and identity thieves from accessing peoples information due to companies insistence in having our information all over the internet and web. There was nothing wrong with the old QUICKEN but greed is no playing a part in the new QUICKEN that separated from INTUIT.

Pros

I loved it when it was an actual software that could be purchased and had no yearly subscription fee. Prior to them separating from Intuit, this was my software of choice. Ease of use and the ability to choose to have your information inaccessible to internet hackers and not out there for anyone to see.

Cons

2007 saw the end of exceptional quality. Went from a software that you can purchase and utilize without having to pay a yearly subscription to a for profit only software with yearly subscription in 2017-2018 update. Now if you want to use this software you have to pay for it yearly. 2007 utilized an update that caused major issues with previous versions. The font became too large to fit in the windows that popped up, the reconciliation failed to work properly, did not give accurate numbers.(Quicken blamed this on the PC Operating system....Funny, no other software on my PC had these issues). They refused to fix the issues they created and then came out with a new update that once you applied the update, 2017-2018, you had to start paying yearly or live with the issues that were created by the previous update. I now have fuzzy font, like old school DOS systems, and a yearly subscription for more bells and whistles that I will ever utilize. Not everyone wants to use mobile access and expose themselves to more and more risk of hackers to steal information.

Review Source
 
 

Tiffany from Bsquared
Specialty: Accounting / CPA
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Great product for the money

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Great Job Quicken!

Pros

I have always been a fan of Quicken. I first started out on this program and I love the easy to use features. It has an abundance of reports to use which are very nice. You cannot find a better product for the money out there.

Review Source
 
 

Luis from Family First Health
Specialty: Healthcare / Social Services
Number of employees: 201-500 employees Employees number: 201-500 employees

February 2018

February 2018

Quicken has lost its way

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Quicken allows for standard management of finances and in the deluxe version has a host of features including budget management, investement management, and more.

Cons

The problem with Quicken in today's age is that it has passed through many corporate hands and the core problems have never been fully addressed. The system is glitchy. The connections to banks and financial institutions are sometimes inaccurate. But worst of all, the platform has changed to a subscription model where previously owning the software allowed for many years of use. After an "update" in the fall of 2017, my 2016 version stopped working. Online support stated it was a problem with the update and we needed to reinstall, but when we did we could no longer download our transactions. This was a scheming and greedy way for Quicken to try to push users into the 2018 subscription model. With that kind of treatment of it's customers, I'd recommend you go elsewhere.

Review Source
 
 

Dandy from Donald L. Klepec, CPA
Specialty: Accounting / CPA
Number of employees: 1 employee Employees number: 1 employee

February 2018

February 2018

Quicken Deluxe to keep track of your income, Investments, Expenses, Debts and Loans

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Overall value of the software is very good, provided you keep your computer equipment up to date. Quickens new feature allows tracking by cell phone, which is a great feature when you are travelling and cannot sit at your home computer

Pros

Accurate tracking of activities in your bank account and credit cards, Investment status and loan balances

Cons

Phone support was phased out and for an old timer who cannot type fast, asking questions is time consuming and requires a lot of patience

Review Source
 
 

Duane from County of Santa Barbara
Specialty: Government Agencies
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

January 2018

January 2018

Frustrating

Ease-of-use

Functionality

Product Quality

Customer Support

no

Pros

It provides the valuable link to the tax forms for taxes. It has many features that pre not intuitive and has unclear error messaging.

Cons

It does not download every transaction. a few get missed. I had a problem with a certain repeating transaction not downloading every time.
It does not work or not work well with 2 stage verification to automatically down load.
Transfers cause hidden problems when there is user error.

Review Source
 
 

Preston from New England Symphonic Ensemble
Specialty: Non-Profit
Number of employees: 1 employee Employees number: 1 employee

January 2018

January 2018

Small Non Profit

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

The program has great synchronization with our Bank and Credit cards. And we are seeing itncan be linked to Salesforce too.

Cons

There is still a great deal of data input required to properly categorize the auto download of banking info. Difficult for very small businesses.

Review Source
 
 

Steve from Self-employed
Specialty: Consulting
Number of employees: 1 employee Employees number: 1 employee

January 2018

January 2018

Long Time User of Quicken for Home and Business

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

Easy for a non-accountant to keep precise records
Tracks stock and mutual fund transactions and easily exports information to Turbotax
Easy to download credit card transactions
Quicken for Home and Business lets the consultant prepare client invoices

Cons

Sometimes it will not download stock prices accurately
Annual updates often provide no additional useful features
Cannot alter format of invoices in Quicken for Home and Business

Review Source
 
 

Bob from Freelancer
Specialty: Consulting
Number of employees: 1 employee Employees number: 1 employee

January 2018

January 2018

Easiest Finance Program

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Been using for several years.

Pros

Easy to use and update. It has been a life-saver for many years and makes it easy for tax purposes and bookkeeping.

Cons

Perhaps the only con I have is the need to update yearly and the cost of the update. Seems updates should be free and perhaps major changes might be a increase in cost. Updating annually is required to stay up to date. Miss a few updates and you run the risk of it not being able to update.

Review Source
 
 

Joseph from ComCon Enterprises, Inc.
Specialty: Property Management
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

Good bang for the buck for basic accounting

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Smaller businesses with less than 30 rentals, should be able to use this software and compensate for te deficiencies with desktop software like excel. This would be a very cost effective way of having computerized check register and reporting while minimizing software costs.

Pros

Integration with almost every bank to download transactions automatically makes me confident that we will not miss any transaction and keeps me updated on our balances on a daily basis.
Categories and Tags are very powerful and flexible tools that allow you to custom configure how you use the software and define your reporting requirements.

Cons

Other than a good transaction register (with categories & Tags) , the program lacks many needed features for managing a rental business. The rental aspect is almost non-existaent.

Review Source
 
 

Amanda from MW Real Estate
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

Good for multiple companies

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Can be a bit time consuming

Pros

One of the few software programs that allows for multiple companies to be accessed and managed, which is important to my business.

Cons

The interface for using multiple companies is often difficult to use, and loading can take quite a while.

Review Source
 
 

Sue from Business Resource
Specialty: Other
Number of employees: 1 employee Employees number: 1 employee

December 2017

December 2017

Issues Start when the New Years Software is for sale

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Don't buy Quicken unless you want to have to buy it every year.

Cons

I start to have issues with my Quicken EVERY YEAR when the new software is for sale - almost forcing you to buy the new software - which I have done in the past - but this year I am just going to use it to the end of the year and then go to another software. I am tired of being forced to buy updated software - when the old software fit my needs.

Review Source
 
 

Mark from Mark D. Gershenson, Attorney at Law
Specialty: Legal
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

Quicken: More powerful than most of us need

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I haven't used a paper check register in many, many years. I manage my finances on Quicken. While I don't use Quicken's investment-tracking features, I've played with them in the past and they work well.

Pros

It makes it easy to track my finances (both business and personal) and to upload and download transactions to and from my bank

Cons

It's a little slow to load. In the 2018 version, which I recently installed, the dropdown menus don't stay dropped down long enough when I use my mouse to navigate; I have to use my arrow keys. I don't like the fact that Quicken now forces you to upgrade the software every year or to if you want the ability to continue communicating with your bank using the program. I don't need the minor improvements that the publisher touts, and resent having to keep loading given that I'm not seeing any improvements in the features that I used.

Review Source
 
 

Lois from HOME Salon and Spa
Specialty: Other
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2017

December 2017

Quicken for Small Biz

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

Ability to get reports.. plus the ability to generate you own. I often use the same reports and i can save my own

Cons

The side bar seems to get in the way. I feel as if I am sometime chasing it to work in my register.

Review Source
 
 

Darcy from Darcy Carozza Business Services
Specialty: Accounting / CPA
Number of employees: 1 employee Employees number: 1 employee

December 2017

December 2017

Quicken Customer Service and product ease of functionality drop since Intuit Split

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

After about two decades of relying on this software for myself and some clients, I am now reluctantly looking for a replacement program.

Pros

It's super easy to utilize if you have basic bookkeeping experience and you are not accounting for investments. Menu options are sensibly grouped. Back up and restore super easy if you want to move copies of file(s) to different computers.

Cons

Although this software has been very predictable and adequate for a long time, it has become less desirable since split from Intuit. Good luck getting thru to customer service, there have been so many complications to their change over that they are drowning in calls. Their operators are overwhelmed and seem to 'accidentally' hang up on a call all too frequently, after exhaustive hold times. I have been prompted repeatedly to change my passwords during the transition, and rather annoyingly, each time it is updated a different verification email is sent with a code that must be entered, that quickly expires. Don't get distracted, or you have to start all over! Just really inefficient, non-intuitive programming.

Review Source
 
 

Terre from Cultured Locs
Specialty: Other
Number of employees: 1 employee Employees number: 1 employee

December 2017

December 2017

Great software for my basic financial needs

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Can pay my bills and balance my checking account in a flash with downloads from my bank. Helps me keep a tight grip on credit card balances as well.

Cons

They make you upgrade every three years or so. There should be an option for those of us that do not want or require for our financial information to be mobile.

Review Source
 
 

Julie from CommuniSkills
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

Great integration with my various accounts and bookkeeping software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I love this. As a small business owner that has only 6 employees, but jobs from cost to cost, it's great to have such a versatile financial package that can be edited across clients and consultants.

Pros

This integrates with just about everything. Whether it's importing from office or connecting to online XML streams, Quicken is able to pull data intuitively and accurately.

Cons

It can be overly complicated. I think the same channels that provide wise ranging data integration also can create a confusing network of options, especially when there are multiple users in one file.

Review Source
 
 

Thomas from My home
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

Once was great. Has turned to crap.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

The data migration has been a train wreck. I back-up a file, open another, then cannot reopen the first file--the backup cannot be found. The online product has been incapable of retaining a password. Every time I have signed in, I have to create a new password. This time I tried all my old passwords. None worked. Now I am locked out of MY OWN DATA! Please somebody refer me to another product!

Pros

It used to be great.

Cons

Has turned to crap

Review Source
 
 

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

November 2017

November 2017

Quicken Four Year User

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

I feel most comfortable keeping my financial data "off line" on my laptop only, and do not use any of the 'cloud' services that Quicken offers.

Pros

Tracks and plans for cash outflows. Bill paying is easy and intuitive. Checking Account reconciliation work well.

Cons

Downloads from Financial Services Accounts reconciliation is it not intuitive. Downloads from bank (Savings/Checking) are problematic dependent on whether the download is initiated by the Bank On LIne System or Quicken.

Review Source
 
 

Randy from Randy Lovejoy, A California Corporation
Specialty: Healthcare / Social Services
Number of employees: 1 employee Employees number: 1 employee

November 2017

November 2017

Been using this product for many years and love it. Better never need Customer Support though, it sucks!!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Easy to use, covers all personal and business needs. The planning section and the report section are very useful. It links well with financial institutions and updates quickly.

Cons

Forget about calling in for customer service. Its useless. The online help features are much more helpful.

Review Source
 
 
 
Showing 1-2 of 2

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