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

89 Reviews of Quicken

 

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Software Advice Reviews (84)
More Reviews (5)

Showing 1-20 of 84

Ashley from DCMotors LLC
Specialty: Auto Dealership
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2018

June 2018

Things are small and hard to find, buggy account updates

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

The similarities to the older versions makes it easy to pick up on. It can link to your accounts and automatically download transactions.

Cons

They moved some of the features I used regularly and it took me a while to figure it out. I know how to do what I want now, but it takes a lot of button clicks to get there.

Review Source
 
 

Mary from Non-profit Organization
Specialty: Other
Number of employees: 1 employee Employees number: 1 employee

June 2018

June 2018

Keep your finances in check!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

This is the best product I have found to stay on top of our finances.

Pros

Quicken is easy to use and gives the ability to stay on top of your finances! From checking and savings, credit cards, mortgages and more!

Cons

You have to pay Quicken in order to pay your bills on a monthly basis. I don't have to pay my bank, so I have to pay through my bank, and then manually add those payments to Quicken.

Review Source
 
 

Gregory from First Baptist Church - Bakersfield, MO
Specialty: Non-Profit
Number of employees: 1 employee Employees number: 1 employee

June 2018

June 2018

Great for a Family!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

I like the ability to track finances quickly, accurately, and predictively. You can track multiple accounts including investments, predicting retirements, tracking budgets, and recommending solutions for financial goals.

Cons

A bit pricey. Also very time consuming. Though it's getting better all the time. This makes it a bit unwieldy.

Review Source
 
 

Lynn from Excel Software Services, Inc.
Specialty: Software / Technology
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2018

June 2018

Perfect financial tracking for individuals or even freelancers

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

The ease of maintaining your checkbook, which also acts as your 'bookkeeping'. The autofill and memorized/recurring transactions.

Cons

I don't really have any complaints. It would be nice if you didn't have to upgrade so often or if they supplied automatic updates like some software packages.

Review Source
 
 

Bill from Remax Centre
Specialty: Real Estate
Number of employees: 1 employee Employees number: 1 employee

June 2018

June 2018

Not impressed

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

customer service is pretty good. Customer service is pretty good.....did I say the customer service is

Cons

doesn't always download all transactions....too easily it doubled each transaction...I have to go and manually change the Payee. all the payees have the same name. too many problem with software.

Review Source
 
 

Eric from United Wholesale Mortgage
Specialty: Banking & Mortgage
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

May 2018

May 2018

Didn’t use this very long due to the lack of editing.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

N/A

Pros

Quicken has a lot of nice features and is fairly straight forward to use. The graphs and reporting capabilities seemed pretty decent however I didn’t use them a whole lot.

Cons

Didn’t like the fact that you couldn’t go in and edit any previous entry from the past. Almost like once it was set it was concrete. You could erase but not edit them.

Review Source
 
 

Tamina Shimone from Mechanics
Specialty: Construction / Contracting
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

Good software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I love the ease of use of this product and how straight forward the layout is. It is also very affordable

Cons

With this product, I have not seen any cons to this product as yet. I am enjoying it so far with no complaints.

Review Source
 
 

Rachel from Consumer Goods
Specialty: Accounting / CPA
Number of employees: 1 employee Employees number: 1 employee

May 2018

May 2018

Quicken 2018: too broken for either a math major or a software engineer to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Absolutely nothing.
I would like both my money and my time back (3 weekends wasted)
No Quicken Support exists.

Cons

Quicken has fallen very far.
It used to be THE name in personal financial software. It has gotten too big and too old and needs a serious overhaul.
We went through the 7 hours long painful process of linking all our accounts to the software (banking, credit cards, investments, etc) but the software cannot connect with any banks or firms reliably. It brings in duplicate transactions or no transactions and the balances are never right. I have wasted several weekends trying to wrestle with this software. Quicken blames the banks, but really how can multiple national banks be wrong when Quicken is the company we are paying for this service. It's their job to get it right, not blame every bank in America for poor connectivity.

The investment and retirement planning tools simply do not work. Adjust your retirement age from 65 to 70... nothing changes. Add your current 401k deferral rate: it says you will have zero net worth at retirement.

Support? There is no support for Quicken. Unless you call the phone number during business hours and hold for 30 minutes. There is no email support. Quicken admits it discontinued email support in 2013 to 'better serve customers'. Sure. The Community Support posting site is not even run by Quicken, you need to sign up for www.getsatisfaction.com to post any issues. Money completely wasted.

Run far away from this product.

Review Source
 
 

Sarah from CFC
Specialty: Accounting / CPA
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

Limited functionality but Ease of Use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I found that the financial planning tools are quite helpful and it is also helpful that the Quicken software can provide "Reminders" for certain transactions. Obviously you would have to remember to set these Reminders up in the Software itself initially, but once set-up this is very helpful going forward.

Pros

The product is capable of showing a very basic overview of a client's activity. I thought this would work well for clients that do not have a ton of different account transactions to post throughout a period and also for clients that do not use a bunch of different accounts (This gets to be messy when there are too many accounts) I also think the software is beneficial to help with budgeting a being able to get a daily look at a client's activity.

Cons

I did not like the fact that you can not post Journal Entries to move amounts between different accounts. When adjusting a client's Books this is very necessary to be able to record JEs to move around different amounts within the Balance Sheet and Income Statement. Another Con was that the software is difficult to upload and/or transfer into QuickBooks if you are trying to convert between the two.

Review Source
 
 

Beki from IOWN Project Maintenance, LLC.
Specialty: Utilities
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

Quicken is good for home financial management

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Quicken is easy to use and has a good amount of funtions to see where you are financially are at any given time.

Cons

The automatic import function needs to be updated and re-vamped. Today's users want to have automatic importing of their account transactions into one place. Quicken requires you to login and use a password every time.

Review Source
 
 

Stephen from New Covenant Church
Specialty: Other
Number of employees: 1 employee Employees number: 1 employee

May 2018

May 2018

Quicken software is not where it should be.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I was able to get some one live to help. But the program still had not been proficient as it should be. I would think at this day and age that their system would be virtually bug free.

Pros

It was simple to download and economical. Once i figured out the reports they looked good and provided good info.

Cons

It is a very difficult program for the average person who is not as expert in financial software. There are no video tutorials. The system seems to crash and fail to update correctly.

Review Source
 
 

Daphne from D Masin Consulting
Specialty: Consulting
Number of employees: 1 employee Employees number: 1 employee

April 2018

April 2018

Quicken and updates errors

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Like the software overall.

Pros

I have been using Quicken for almost 2 years. The ease of the reporting and categorizing the expenses is very easy to do. The resultant reports for tax purposes is great.

Cons

Until a month ago everything was good. Now I cannot get my bank account to sync with Quicken. I have performed all the troubleshooting recommendations with no success. Each time i deactivate an account I have to wait two days before I can see if this function worked. Two weeks and no success. Also, Quicken tells me that the error is not my banks issue but Quickens.

Review Source
 
 

Nancy from Friends of Iowa City New Horizons Band, Inc.
Specialty: Non-Profit
Number of employees: 1 employee Employees number: 1 employee

April 2018

April 2018

Using Quicken for different scenarios

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

I use Quicken for two very different entities: 1) a small nonprofit support organization and 2) our former small business and our personal accounting needs. It works well for both these.

Pros

The ease in entering data, and the ability to produce reports that are useful. It is not necessary to use ALL the features offered by Quicken software. One can pick and choose what is useful for their needs.

Cons

I have not found flaws in this software. I have not yet found an easy way to convert reports into pdf format in order to provide to others who cannot access Quicken reports. I am certain there is a way to do this, I just have not taken the time to work through the process.

Review Source
 
 

Lana from Research
Specialty: Other
Number of employees: 1 employee Employees number: 1 employee

April 2018

April 2018

The 30-day money back guarantee is a lie! I've emailed them documentation for the refund 3 times with no response!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Don't try it unless you're sure you're gonna keep it because they won't give you your money back if you purchase from 3rd party (they say they will).

Pros

At first it seemed great - hooked up to all my accounts and showed me my net worth, etc. I really didn't like much else... No benefit over my quicken 2007 and much more costly

Cons

After 2 weeks, it stopped connecting to my accounts and I was unable to solve the problem. It had the correct passwords and answers to verification questions, just refused to connect. Tried to get money back and they won't respond!

Review Source
 
 

Jerry Ward from JD Ward Homes
Specialty: Construction / Contracting
Number of employees: 1 employee Employees number: 1 employee

April 2018

April 2018

Makes everyday finances a snap.

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

I wouldn't track my finances with anything else. I have been using this since the early 90's

Pros

It keeps all my financial records in one place.
If you can write a check and use a check register you can use this software

Cons

There is very little to dislike. It doesn't work well for other than simple business finances. If it isn't powerful enough there is always QuickBooks.

Review Source
 
 

Randy from Randy Lovejoy, A California Corporation
Specialty: Transportation
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

April 2018

April 2018

Great product unless you need customer service.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

The product is easy to use, accurate, and blends with banking protocols and apps. I like the fact that it helps you plan and budget your money and see exactly where you’re spending is going.

Cons

You must be very careful to categorize your spending accurately so that the app can help you budget your spending. If you need customer service, the number of times I have called them fortunately has been few because they are little or no help

Review Source
 
 

Myca from United Methodist Communications
Specialty: Non-Profit
Number of employees: 51-200 employees Employees number: 51-200 employees

April 2018

April 2018

Quicken's Come a Long Way!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Being able to access the software remotely (finally!) is a huge win.

Pros

You can quickly track investments, keep your portfolio in check and import a variety of different types of transactions. This helps you get up and running quickly, especially when you're moving from another system.

Cons

There are still some limitations with Quicken that have been around for quite a while. It would be nice to have a warning when you're getting "close" to spending through your budget, but that's not a core function of the system. Small tweaks could make this platform much more user friendly and useful!

Review Source
 
 

Philip from University of Missouri in St Louis
Specialty: Education
Number of employees: 10,000+ employees Employees number: 10,000+ employees

March 2018

March 2018

Quicken is a great tool to keep track of my finances!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I use Quicken both for personal use, and as part of our budget for a grant that I work on. Quicken really helps me to see how much cashflow I have coming in, what my monthly expenditures are, and what's left over. The analytical tools help me look at how I can improve for the next month, and where our team at work can continue to save money as we move forward with our projects.

Cons

Sometimes Quicken takes a while to load for some reason, although this could be a computer issue rather than an issue with the software.

Review Source
 
 

Hilary from Mulch Scapes of Atlanta
Specialty: Construction / Contracting
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

Family finances tackled at last!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

I love that we can consolidate all of our banking, savings, business and credit card accounts into one location to categorize every expense. It downloads automatically at sign on so it's really limited on the amount of effort needed.

Cons

The memorized transaction function is a bit tricky to get used to. The software attempts to memorize transactions so you don't have to re-enter info on future transactions if similar type or same vedor so I do think it important to reverie ever transaction individually when accepting them into your register.

Review Source
 
 

John from House Husbands One
Specialty: Construction / Contracting
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

Easy to use efficiency of tracking

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Quick click for access to most account information generate reports quickly for accounting. Great product!

Cons

Took a little while to get accustomed to use, but overall great program!! Really don't have any negative comments about this program.

Review Source
 
 
 
Showing 1-5 of 5


May 2018

May 2018

Great, simple, easy to use accounting package allowing me to easily do end of year taxes

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

Easy to use
Memorizes transactions
Easily download transactions from banks and credit card companies
Easy to print end of year report for doing taxes
Easy to customize reports
Easy to "FIND" transactions
Great way to reconcile monthly credit card and bank statements

Cons

They changed their pricing, so now you have to pay for an annual subscription, but still worth it!
Connecting with credit card banks could be a little simpler.

Review Source: GetApp
 


March 2018

March 2018

Tough to navigate, not many features

Ease-of-use

Functionality

Product Quality

Value for Money

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

Quicken used to be my go-to for spending tracking and how I could balance out my budgets while in college. They had great ways of measuring metrics in different ways (i,e. how much you spent in a specific category, tag, etc).

Cons

It's gotten worse since the 2016 edition. The software keeps freezing, and adding transactions to balance them with your online accounts doesn't always work out the way you want it to. I would suggest switching over to Mint.com if you want a similar, less complex platform.

Review Source: GetApp
 

Claudia from U.S. Coast Guard

February 2018

February 2018

Great for tracking your financial status, but needs improvement

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

I've been using Quicken since 1988, so I'm very familiar with it. You can easily track checking, credit card and savings accounts. Quicken partners with thousands of banks and financial institutions so you can download your activity rather than having to manually enter it. It makes balancing your checkbook a breeze! It is rare for it to not reconcile correctly, and when that happens, it is invariably a mistake I made. You can also use it to track investments, create budgets, run reports. I use the Home and Business version which lets me track business activity separately from personal activity. I keep track of my rental property, which makes it very easy to file a schedule C come tax time. It's been an invaluable tool for me over the years and has helped me meet my financial goals.

Cons

In the last several years, the quality of the software was an issue. Lots of annoying bugs and crashes. Fortunately the company is addressing these issues.

Review Source: GetApp
 

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