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

74 Reviews of Quicken

 

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Software Advice Reviews (70)
More Reviews (4)

Showing 1-20 of 70

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
 
 

Chris from Rockin Taco & Tex-Mex
Specialty: Food / Beverage
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2018

March 2018

Quicken books

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

Simple wizard allows even the most inexperienced persons to be able to run the program effectively.

Cons

Too simple at time if you are trying to do different types of tax strategy as the wizard wants to be involved in every step

Review Source
 
 

Susan from Univeristy of Arizona
Specialty: Other
Number of employees: 1 employee Employees number: 1 employee

March 2018

March 2018

Troble with seeing downloaded transactions since September

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Don't waste your money on this product and save yourself any hassles.

Pros

I have used this product for 13 years and would have written great reviews. Everything worked as it should. Maybe not so user friendly at times.

Cons

But now Quicken won't show any of my downloaded transactions. Quicken says it obtained 49 transactions during an update with bank function but it won't show them in Quicken. Their support can't fix the problem and it says that it is my bank not communication with them but then why is Quicken reporting that it sees 49 transactions then. This problem has been going on since September with NO resolutions.

Review Source
 
 

Mike from Alpha Insurance
Specialty: Insurance
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

Is there anything out there other than Quicken?????

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

If I could give less than 1 star I would! I have been a huge supporter of Quicken in the past. I encouraged my kids and clients and anyone that would listen to use Quicken. Sorry!
I have now gone to using my online banking bill pay through my bank which is free!

Pros

This used to be a great product! I have used it since 1993 to track my business finances and investments. It really helps at tax time.



Cons

Support is worse than non-existent. It is March 8th and I have been trying to get support since the first week in January. I was on the phone with a rep for 2 hours trying to get bill pay to work. I was told to hang on I need to ask my manager about that and then hung up on. I tried chatting and was told that you cannot use chat for online bill pay. Called the support number and was told that there is a special number for online bill pay. I called that number and was told by the rep that I needed to go to quickenbillpay.com but he would stay on the line and would call me back if I got disconnected. That was a week ago. Still havent gotten at call. Went through the insutructions on the quickenbillpay.com website to set up a new account and it indicated it would take 2 -3 days to set up an account and I would receive 2 transactions on my bank statement from them. Check my statement and then come back and enter those figures to confirm I own the account. That was 6 days ago and still no transactions. Yesterday I received an email that I must send in 1. My drivers License. 2. My Social Security Card. 3. my most recent utility bill from water, gas, or electric company only. 4. A voided check from each account I want to use.
Sounds like an internet scam to me. I called quicken and explained I wasn't comfortable sending all of this over the internet and by the way I have been paying for your services for 25 years and now you want all of this info. Their response is quicken was sold and that they are a new company and they have to have the info or no bill pay services! No wonder they bill pay services are now included in the Premier package. No one can use it! The bad part is I have all of my payments for cars, houses, utilities, credit cards set up for auto pay using quicken bill pay. Now I have to find another way to get them paid because it has taken 2 months and I still am not set up for bill pay. By the way they don't tell you this is what happens when you download Quicken 2018. Beware!

Review Source
 
 

Lawrence from Rural Medical Services
Specialty: Healthcare / Social Services
Number of employees: 51-200 employees Employees number: 51-200 employees

February 2018

February 2018

Good software for home finances

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Relatively easy to enter, categorize, track and report on home finance data on your local workstation.

Cons

The mobile app is not user friendly and does not consistently sync with data stored on local device.

Review Source
 
 

Robert from Robert Spare Consulting
Specialty: Software / Technology
Number of employees: 1 employee Employees number: 1 employee

February 2018

February 2018

Quicken is a user-friendly and easy to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Easy to setup and get started; data entry is easy as well; downloading/importing transactions from a financial institution is easy; default reports give you an idea of where you are spending your money; budgeting is informative; easy to run a business including accounts receivable; easy to categorize expenses and attach a document (image or PDF of a receipt)

Cons

The cost of this product can become annoying; once users get used to it though, people find it hard to change; if users can adapt to change easily and want to save some money, there are some online or open-source finance applications that are just as good

Review Source
 
 

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
 
 
 
Showing 1-4 of 4


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