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

43 Reviews of Quicken

 

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Software Advice Reviews (41)
More Reviews (2)

Showing 1-20 of 41

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
 
 

Michael from MC Tax Consulting
Specialty: Consulting
Number of employees: 1 employee Employees number: 1 employee

November 2017

November 2017

Quicken

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Still one of the easier desktop bookkeeping software to use.
Too bad no one else can create a competitive desktop bookkeeping software for the general public.
Many competitors created only an online version which can be Useless if something happens to your PC or you don't have power or an internet connection!
Worse, there's a monthly fee for their online versions!

Pros

Relatively simple to use as the basic program is basically an electronic version of a check register.
Many financial institutions have a Quicken export function for its online banking feature making bank reconciliation a bit easier.

Cons

Don't need to use other features like investment tracker which is essentially useless for most other people
Intuit FORCES people to set up an ONLINE account to link the program to, mainly for tracking and marketing purposes which is complete BS!
Update function has moved over the years that it's not as simple to just click 'update' anymore JUST to update Quicken and NOTHING else!
Be careful about importing information as it may not import 100% of the banking information, similar to QB.
Intuit keeps marketing you to join its other financial services!

Review Source
 
 

Kathryn from Designer
Specialty: Other
Number of employees: 1 employee Employees number: 1 employee

November 2017

November 2017

Quicken's new owners have made the changeover such a frustrating experience that I am putting the software in the trash

Ease-of-use

Functionality

Product Quality

Customer Support

I have spent HOURS following their prompts to transition my data to their updated software. I am finishing trying to work with their inadequate protocols.
Goodbye Quicken

Pros

for 25 years, Quicken has been a great product, enabling me to get an accurate ledger of my finances

Cons

New owners have not made the transition to their software an easy one for existing users.
I have spent HOURS following their prompts to transition my data to their updated software. I am finishing trying to work with their inadequate protocols.
Goodbye Quicken

Review Source
 
 

Linda from Grout Township
Specialty: Government Agencies
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

September 2017

I have used this program since it came out. Now, today, it is a mess. My software is locked up, items missing from my ledger and this will cause me to spend hours re-creating my data.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Before now, I would say I like everything about it. I could always count on it to perform as it should and it was updated in a responsible way. this time, I checked to allow upgrade and everything went haywire. And, right at a time when I counted on it to perform as it always had.

Cons

It is no longer reliable. Was I in shock when I opened Quicken to find out that it had been down-graded in stead of upgraded. I had to work 15 hours to get figures re-entered for a report due this evening. As I said it is no longer reliable. I called a contact listed on computer for Quicken repair. Needless to say, I did not have it done!

Review Source
 
 

Robert from Ana's Corner Cafe
Specialty: Food / Beverage
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Quicken Desktop Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Software allows for multiple company use. Download bank transactions with ease. Multiple reporting options.

Cons

Not user friendly with multiple companies being open. Takes time to download transactions but may be on banks end.

Review Source
 
 

Susan from Susan A. Stearns, Attorney at Law
Specialty: Legal
Number of employees: 1 employee Employees number: 1 employee

September 2017

September 2017

Use for Personal and Busines

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Wonderful program for personal and small business bookkeeping

Pros

It is very easy to use and reports are easy to pull from the software. It is a very powerful software for the price. You can use an app like Dropbox or OneDrive to keep your data available from anywhere.

Cons

Support/help was unable to assist with creating a report that was complex - probably needed to use Quick Books instead of Quicken for this type of report

Review Source
 
 

Kozhi from Kozhi Makai Worldwide
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Quicken Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Best product out there. Tried others, including the now defunct Microsoft Money, and this is, by far, the best product for the money. Also, now that they are separate from Intuit, there are some great things on the horizon that will take them to another level.

Pros

Easy to use. Uncomplicated when it comes to inputting data. I like that you can use the mobile app and it syncs with the computer system on the desktop version.

Cons

It would be good to have it work without having to use a desktop version. We are so mobile these days and having to sync with the desktop is a headache.

Review Source
 
 

Sandra from Tilton's Market
Specialty: Retail
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2017

August 2017

Small Business Owner

Ease-of-use

Functionality

Product Quality

Customer Support

Pros

This is the go-to software for new business owners. It is easy to use, offers tons of functions and features and pairs with both my POS and my bank.

Cons

With each update you have to learn your way around again but that is a small price to pay for remaining up to date.

Review Source
 
 

Joseph from ComCon Enterprises, Inc.
Specialty: Construction / Contracting
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Simplicity with robust functionality

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Great way to track financials for a small to medium rental portfolio. We started with 1 rental unit and are still using it with over 150 units.

Pros

Easy to use & very versatile. All functions revolve around check register and chart of accounts (categories). Project based functionality uses Tags (classes) which allow to split transactions to multiple projects (e.g., rental units). On-line integrations with ALL financial institutions.

Cons

Lacks industry specific functions (there is no where to capture rental unit or lease information). maintenance records are limited to the financial transaction record.

Review Source
 
 

John from John & Son's Meineke, Inc.
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Online check book with lots of buproduct benifits

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

For the price of this product the features and functions are excellent for small business and personal use.

Pros

The product is easy to use and has excellent help functions. Check writing and reconciliation is simple and effective. The ability to run reports and summarize by payee, category etc and sort the data is a great tool for you G/L posting. The product also help alert missing check numbers and duplicates.

Cons

Would be great if the product had a feature to print mailing labels from the payee file. It would also be nice to have an easy way to have multi address for the same payee.

Review Source
 
 

Rowanne from BlueStone Advisors
Specialty: Insurance
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Screenshot of all your finances on one page.

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Great for getting your finances in order and starting to see big picture where you and your money is. Still has some work to do with compatibility with banks as well as features.

Pros

What I like most about this product is the screenshot you get of all your accounts. Being able to see every account in one place really allows you to better control your finances and budget. I am in the application frequently updating downloads and seeing how my money and accounts move. I also really enjoy the breakdown of categories because I can go back and see just how much I spent on Rent, Groceries, Shopping, etc. per month, per year, etc. It's really nice.

Cons

What I have become quite frustrated with is the logging in and my intuit ID. Anytime the systems logs me out, for some reason, whenever I log back in, it just doesn't take me to my normal page, it creates a new page and new file for me. It's very nerve racking and it has been occurring more frequently. Also, I do feel the budget section of the application could use some work. I really liked it in the beginning, but now it is slightly a pain to use and have not used it since.

Review Source
 
 

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!

 
 

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.

 
 

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

 
 
 
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