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

119 Reviews of Quicken

 

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Software Advice Reviews (114)
More Reviews (5)

Showing 1-20 of 114

Chip from LGS Innovations
Specialty: Software / Technology
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

October 2018

October 2018

Biller integration needs work

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

Bank integration is great. I can handle all my finances through one interface. Paying bills is dead simple.

Cons

Multiple bills from the same biller (like 2x Chase credit cards) breaks. Once I turned on the feature to pull bills from my billers I've had bill reminders disappear, so I have to pay much closer attention than I should have to given that this is what I have Quicken for.

Review Source
 
 

Debbie from safetyunlimited.com
Specialty: Education
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

Much improved from 2 years go- great software!

Ease-of-use

Functionality

Product Quality

Customer Support

Pros

If you have used QuickBooks in the workplace, then you will love Quicken. It is very similar and the updates they have made in the last few years has made a big difference. Keep track of all expenses in a seamless platform that multi-users can have access to. Works great for home budget.

Cons

Customer service and getting access to support is difficult. Minimal channels to get a real person to assist when you run into snags.

Review Source
 
 

Ronald from Ronald R Yen DDS MSD Inc
Specialty: Healthcare / Social Services
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Quicken for personal use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Highly recommended for everyone to use for tracking their personal finances. You can check your net worth growth annually. Check and to help keep track of your investments. Prices of stocks and values update automatically. Annually you can update the value of other investments.

Pros

Easy to set up. Simple to check your net worth, investments, loan balances, check accounts, etc. I have used Quicken for personal tracking of investments for 40 years. I have recommended Quicken deluxe to my son and nephews for tracking their investments & annual net worth growth. Some investments update automatically (stocks).

Cons

Sometimes too time consuming if used for personal checking accounts if several checks are written. I enter my checks in bulk at month end to make it easier and less time is required. New updates for Quicken are available every year. I usually do not update every year.

Review Source
 
 

Adam from JIM-BERN COMPANY
Specialty: Real Estate
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

I use this program to manage accounts at multiple financial institutions.

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

Once an account is set up it is easy to change how the information is represented and generate different reports.

Cons

I have had some problems getting the program to automatically interface with certain institutions but that may be their fault.

Review Source
 
 

Suresh from Professional Payroll & Bookkeeping Services
Specialty: Accounting / CPA
Number of employees: 1 employee Employees number: 1 employee

October 2018

October 2018

Works well for my personal accounting

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Would highly recommend for daily personal accounting needs.

Pros

Easy to use. Like the investments section specifically. Helps me keep track of all my transactions and balances.

Cons

Wish it could link to Quickbooks so I can keep my personal and business accounting separate.. If it does, would need help to integrate it.

Review Source
 
 

Fred from KJS Enterprises
Specialty: Education
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

Better than expected

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I was struggling but one call to their help line worked miracles

Pros

It is thorough and dependable. Once I got my data downloaded my reports to only minutes and they look great

Cons

Complicated at first, but once I understood the steps it was easy. Coordinating with my bank information is awesome

Review Source
 
 

Debi from Dlh services
Specialty: Accounting / CPA
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

There are better products

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I think this is usually a free program making it a good return on investment

Pros

This product has s very short learning curve. It is simple and obvious making it s good solution gif s nontechnical person

Cons

This product lacks the robust features that lost users end up wishing for once they become comfortable. The common complaint I hear is about missing features

Review Source
 
 

James from Global & Uniweld
Specialty: Manufacturing
Number of employees: 51-200 employees Employees number: 51-200 employees

September 2018

September 2018

Quicken - introduction to life accounting

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Perfect introductory software that should be taught at the high school level.

Pros

The product completes the need for household activity tracking. A favorable outcome from the utilization is the expanded awareness the user gains as relating to a source and use of funds.

Cons

The con is not related to what quicken offers, but to the next step in household activity tracking, which would be to start performing formal accounting with another software. Quicken does what it has committed to.

Review Source
 
 

Lisa from Seaside Luxury Villas and Events, LLC
Specialty: Property Management
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

Excellent program for rental properties

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I love how easy it is to setup accounts. Create great statements for tenants and landlord. It's excellent with managing your personal finaces.

Cons

Software should have been able to create a data base also. The program should have been designed were you just purchase other than have a 2 year subscription.

Review Source
 
 

Van from Westchester on the Creek HOA
Specialty: Non-Profit
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

Great software for small company that does not need special invoicing.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I like how there are templates already created for standard reports. I like how invoices can be sent with online payment option.

Cons

Limited customization of invoices and formatting capability. Customer support knowledge varies depending who you get on the phone.

Review Source
 
 

Fernando from Amesbury
Specialty: Manufacturing
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

September 2018

September 2018

Easy to Manage your Budget

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Excellent software and very easy to use. You can manage your personal finances or business all in one software. Awesome!!!

Pros

Very easy to manage your personal budget, and you can make bill payments with only one click. no need to get to different account, you can do it all in one place

Cons

I can think of any cons, is very easy to use and secure. you can manage your business. I don't think needs anything else to improve. Thank you Quicken

Review Source
 
 

Deirdre from Legal Services
Specialty: Accounting / CPA
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

Controller

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Overall a great product for simple bookkeeping.

Pros

Qicken is a very simplistic bookkeeping software. I would recommend it for a small startup company. It is easy to set up a new company and enter simple transactions. There are some standard reports built into the software.

Cons

The reporting system is very limited. As you grow, you will not be able to create the management tools needed to manage your business.

Review Source
 
 

Anthony from Ngao Society
Specialty: Education
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2018

August 2018

Fulfilling

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

It is a very easy to use and friendly to those with basic account knowledge

Pros

Easy to in put and set up accounts and reports. it save automatically the work. Anybody can used it.

Cons

That reports need to be transfer to excel to be edited. You cannot print a final report with it directly

Review Source
 
 

Marty from Woodbridge Suite
Specialty: Hospitality / Travel
Number of employees: 1 employee Employees number: 1 employee

August 2018

August 2018

Top Notch Software going downhill

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I believe Quicken is making a mistake going subscription based only. I think they should offer a choice between product ownership or subscription based. After all these years with Quicken, I may be parting relationship because of this and I am not the only user who has the same sentiment. Short of going subscription based, Quicken would be a 5 star in my opinion.

Pros

I have used Quicken software of various versions for over 20 years.
Overall a great piece of accounting software.
Provides flexibility reporting.

Cons

Does not provide option to use account numbers (I have to incorporate account numbers within the account description)
Current versions are not going to subscription based.

Review Source
 
 

D. O. from D & L Transport
Specialty: Transportation
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2018

August 2018

Filled some missing apps

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

It filled the gaps we were having with some other software. that wasn't performing as we were expecting it to do

Cons

No problems thus far but we just implemented it into our system about a month ago and its performing as we expected

Review Source
 
 

Bill from Resolve Labour Relations Solutions
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

There is no better Financial Manager

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I've been using Quicken for over 20 years and have a file with that much information. Because Quicken offers various ways to categorize data, I'm able to get very accurate information on my spending. The ability to interact with online banking is very good. While it has some modernizing to do, Quicken is hands down the best financial manager out there.

Pros

The company really cares about users. It is as detailed as you want to be. Can manage data in various ways for you to know exactly how you're spending your money. You can store PDF bills and documents in your accounts.

Cons

Doesn't work well with touch. It's coming along but not there yet. There are a couple undocumented "features" which can really screw up your data.

Review Source
 
 

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

August 2018

August 2018

Great for everyday home finances

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Great product.

Pros

Download and balance by checking in minets, keep better track of credit card balances, always know what bills are due.

Cons

Have to renew and update every so often with a bunch of features I could care less about.

Review Source
 
 

Ken from Seahorse Properties
Specialty: Real Estate
Number of employees: 1 employee Employees number: 1 employee

August 2018

August 2018

Quicken for Mac 2018 Subscription

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

I spend far less time on Quicken 2018 for Mac than I did on my 2016 version for Windows. Its much more efficient for me to use.

Pros

Love the new interface and no more updating. So far this has meant far less trouble shooting as well. It seems a lot faster as well.

Cons

I wish they had multi-currency reports and the reports they have aren't as complete as the 2016 version I had before. I like a report that compares month on month by category, which the new version doesn't have. Please add back!

Review Source
 
 

James from Technology intelligence Agency
Specialty: Software / Technology
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Lack of availability for Mac

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Joe from Green Shield
Specialty: Insurance
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

August 2018

August 2018

Top Notch accounting software

Ease-of-use

Functionality

Product Quality

Customer 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.

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