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.

Supported Operating System(s):
Windows 7 , Windows Vista , Windows XP , Mac OS , Windows 2000 , Windows 8

102 Reviews of Quicken

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  • James from Technology intelligence Agency

    Specialty: Software / Technology

    Number of employees: 2-10 employees

    August 2018

    Lack of availability for Mac

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I cannot say more than I already have. I’ve had to save information on my Mac and then pick it up on my PC just to send an invoice. This is inconvenient. It takes time that could be better off spend doing other things. Please, Quicken, bring Home and Business to Mac. Also, allow the ability to edit previous entries. I’ve noticed issues in the past that could have been easily fixed with an edit button, but you cannot. This should be fixed. As the leader in accounting software, it should have more features available than it does.

    Pros

    Quicken seems to be the go-to accounting software in the industry, so naturally we went with it. We were very happy with Quicken, as it is easy to teach to our new employees. I also really like the seamlessness of the program between a Mac and a PC. My laptop is a Mac while my home computer is a PC, and I find that the program itself is very similar on both platforms, and thus very easy to use. However, we initially intended to purchase Quicken for Home and Business, but it is not available for Mac, so we had to take a step back and purchase Quicken Premier. This was more than slightly annoying, but we managed to make it work.

    Cons

    The lack of availability of Home and Business for Mac is a big con for me. The Home and Business program allows for custom invoices, which would look really good for our small business. We also wanted the ability to track our profit and loss, so we purchased it for my home computer. We can still send out the custom invoices on our PCs, but it would be a lot easier if it were available for Mac. Hopefully, there will be an option to purchase Home and Business in the future for Mac.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Joe from Green Shield

    Specialty: Insurance

    Number of employees: 1,001-5,000 employees

    August 2018

    Top Notch accounting software

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    Quicken is one of the only accounting software programs that has a ton of features. Depending on the version you decide to go with, bill management with alerts, asset and liability management, net worth and an app to access from your phone. Great potential

    Cons

    Besides a few bugs with downloading of files, everything works well. Cost effective and seems to be the go to in the accounting world.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Heather from WM R Co

    Specialty: Real Estate

    Number of employees: 2-10 employees

    August 2018

    We liked it.

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    Quicken allows you to sync with your brokerage accounts, track investments and monitor the performance of your investment portfolio.

    Cons

    Because this is a desktop application, you cannot access your account on another computer. This makes it hard unless you travel with your laptop.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Mark from Financial Services

    Specialty: Insurance

    Number of employees: 1 employee

    August 2018

    Loses Data

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Useless

    Pros

    When it works, it is fine. When it doesn't it is completely useless see below for my more explicit observations

    Cons

    Twice Quicken 2018 has lost data. The first time was when I simply ran a One Step Update. The second when I added an existing checking account. Each time deposits were completely lost, categories missing, Payee names changed, and split info was lost

    Quicken support solution: Make sure I back up my data!!!!!

    A financial software that cant retain data is useless'

    This review was submitted organically. No incentive was offered
    Review Source
  • Ruben from CableComm

    Specialty: Distribution

    Number of employees: 11-50 employees

    July 2018

    Another all-time favorite agonizes in the mobile era

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money

    Quicken needs to move faster to mobile and cloud if it really wants to survive. 100% integration with QuickBooks, additional security features, support for more cloud backup providers are features that should be already available but are no show. Intuit own's Mint App is an example of how Quicken should be but, for some reason, they have decided to continue working on the same outdated software instead of relaunching. Still, Quicken is a big respected brand in the financial software world that continues to be one of my favorites.

    Pros

    - A longtime runner with a big user fan base
    - The very familiar interface allows old users to upgrade without a steep learning curve
    - Very similar Mac and Windows version allows painless platform switch
    - Supports most banks and account syncing in The US
    - Does not require a monthly or annual fee

    Cons

    - The interface is beginning to look a bit outdated compared to new mobile apps available for iOS and Android
    - No equivalent mobile version available
    - Cloud syncing and backup is limited and not easy to setup (dropbox required)
    - Version to version upgrades sometimes include little to no enough new features for the price (That's why some users are still using 5-8 years old versions)

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Sri from SIAEC

    Specialty: Engineering

    Number of employees: 11-50 employees

    July 2018

    Integrated software for any organization

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Overall I am happy with this product

    Pros

    Integrated with all department and help staff to connect each others and this will help us to perform operations smoothly

    Cons

    Not enough tools in some platforms such as inventory control make use this software little bit harder .

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • MIchael from WHS

    Specialty: Education

    Number of employees: 51-200 employees

    July 2018

    Good for tracking spending and creating budgets

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    This software helps me to keep track of my finances and make plans for the future. I like the graphs that allow me to visualize my income streams and speanding habits.

    Cons

    Creating new categories to track spending can be tedious at times. It often categorizes some of my most common transactions and I have to reassign the category.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Stacy from The Judge Group

    Specialty: Other

    Number of employees: 10,000+ employees

    July 2018

    Great overall basic accounting software

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    The ability to sync with every bank available. It downloads all my transactions immediately so I don’t miss anything

    Cons

    Definitely software geared toward an individual or very small businesses. For businesses with over 10 people you’ll need a more robust software

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • James from Noise Barriers, LLC

    Specialty: Manufacturing

    Number of employees: 51-200 employees

    July 2018

    Best product for consumer ease of use

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The product is super easy to use! integrated great into our company! CEO and president are very happy with the product

    Cons

    Price tag can be a bit high, but well worth the money! Cant complain when you compare it to other products in the market

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Dmitriy from Sense Financial

    Specialty: Other

    Number of employees: 2-10 employees

    July 2018

    Pretty decent software

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money
    Pros

    Give you lots of flexibility, you can select and create new categories, etc. Really like the reports feature.

    Cons

    I don't like the fact that they make you update software every year, I think that is too often, you should be allowed to use older version.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Robert from Cal Farley's Alumni Assn.

    Specialty: Other

    Number of employees: 1 employee

    July 2018

    Quick Quicken Value

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money

    Very good tool for the purposes... Budgeting and Tax Reporting

    Pros

    Ability to track all of my expenditures from all accounts and use the information for budgeting and tax reporting.

    Cons

    Software seems to have difficulty maintaining connectivity with accounts for downloading information directly into Quicken. Find myself having to go to some accounts and download from there instead of automatic updating.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Lea Ann from Pope Consulting

    Specialty: Education

    Number of employees: 2-10 employees

    July 2018

    Quicken - For personal and Small Business

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money

    Sometimes there is no option to place a liability into a separate area - My car loan was part of my credit union accounts. When I tried to download the details from my credit union, I placed it in a credit card item and I had to use it that way. I would like more flexibility to place things in areas when my mind thinks they should go. Perhaps it is not right but I don't know.

    Pros

    I have a continuous history of my income and expenses, I can easily use the details for tax purposes. At a glance, I see my liabilities and expenses, and balances.

    Cons

    There is not enough undo options on some of the things I do and I delete things when I don't mean to do so.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Tim from Prodynamix

    Specialty: Education

    Number of employees: 2-10 employees

    June 2018

    Quicken to small accounting go to,

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    This has become the standard accounting software for small and medium size company's. Everyone uses it.

    Cons

    It is not super easy to use. The interface is good but could actually be better and much easier to use.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Ashley from DCMotors LLC

    Specialty: Auto Dealership

    Number of employees: 2-10 employees

    June 2018

    Things are small and hard to find, buggy account updates

    Ease-of-use
    Functionality
    Quality
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Mary from Non-profit Organization

    Specialty: Other

    Number of employees: 1 employee

    June 2018

    Keep your finances in check!

    Ease-of-use
    Functionality
    Quality
    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.

    This review was submitted organically. No incentive was offered
    Review Source
  • Gregory from First Baptist Church - Bakersfield, MO

    Specialty: Non-Profit

    Number of employees: 1 employee

    June 2018

    Great for a Family!

    Ease-of-use
    Functionality
    Quality
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Lynn from Excel Software Services, Inc.

    Specialty: Software / Technology

    Number of employees: 2-10 employees

    June 2018

    Perfect financial tracking for individuals or even freelancers

    Ease-of-use
    Functionality
    Quality
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Bill from Remax Centre

    Specialty: Real Estate

    Number of employees: 1 employee

    June 2018

    Not impressed

    Ease-of-use
    Functionality
    Quality
    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.

    This review was submitted organically. No incentive was offered
    Review Source
  • Eric from United Wholesale Mortgage

    Specialty: Banking & Mortgage

    Number of employees: 1,001-5,000 employees

    May 2018

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

    Ease-of-use
    Functionality
    Quality
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Tamina Shimone from Mechanics

    Specialty: Construction / Contracting

    Number of employees: 2-10 employees

    May 2018

    Good software

    Ease-of-use
    Functionality
    Quality
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
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