Quicken Software

3.77 / 5 (145)

About Quicken


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.



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Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Windows 2000, Windows 8

145 Reviews of Quicken

Average User Ratings

Overall

3.77 / 5 stars

Ease-of-use

4.0

Value for money

3.5

Customer support

3.0

Functionality

4.0

Ratings Snapshot

5 stars

(41)

4 stars

(63)

3 stars

(17)

2 stars

(11)

1 stars

(13)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 145 reviews

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August 2018

James from Technology intelligence Agency

Company Size: 2-10 employees

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

August 2018

Lack of availability for Mac

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.

June 2017

Roger from The DYNACO Group

Company Size: 2-10 employees


Ease-of-use

4.0

Value for money

5.0

Customer support

2.0

Functionality

3.0

June 2017

USe it daily and have since the early 1990,s

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!

March 2019

David from The Wish Project

Company Size: 2-10 employees

Review Source


Ease-of-use

4.0

Value for money

2.0

Customer support

2.0

Functionality

5.0

March 2019

A Product Whose Time Has Passed

Pros

Quicken for more than a decade has been "the" standard for personal financial management and I used it for many years to track my families spending habits, transactions, retirement and more. It's "the" gold standard for anyone looking to track their financial health.

Cons

Multiple online products, including Mint which is also owned by Intuit that makes Quicken, covers 90% of the features/functions that you would normally run on your computer. For those that don't want to trust their information to such web/cloud services then Quicken still remains a viable option. However, in recent years Quicken has begun to scale back on services like Bill Pay as banks and other online services take over. I don't think Quicken is going away any time soon, but it's very clear that it's time has passed and it's only a matter of time until Intuit makes the decision to retire the software.

July 2018

Ruben from CableComm

Company Size: 11-50 employees

Review Source


Ease-of-use

4.0

Value for money

4.0

Functionality

4.0

July 2018

Another all-time favorite agonizes in the mobile era

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)

January 2018

Joseph from ComCon Enterprises, Inc.

Company Size: 2-10 employees

Review Source


Ease-of-use

4.0

Value for money

5.0

Customer support

2.0

Functionality

3.0

January 2018

Good bang for the buck for basic accounting

Smaller businesses with less than 30 rentals, should be able to use this software and compensate for te deficiencies with desktop software like excel. This would be a very cost effective way of having computerized check register and reporting while minimizing software costs.

Pros

Integration with almost every bank to download transactions automatically makes me confident that we will not miss any transaction and keeps me updated on our balances on a daily basis.
Categories and Tags are very powerful and flexible tools that allow you to custom configure how you use the software and define your reporting requirements.

Cons

Other than a good transaction register (with categories & Tags) , the program lacks many needed features for managing a rental business. The rental aspect is almost non-existaent.

December 2017

Darcy from Darcy Carozza Business Services

Company Size: 1 employee

Review Source


Ease-of-use

5.0

Value for money

3.0

Customer support

2.0

Functionality

3.0

December 2017

Quicken Customer Service and product ease of functionality drop since Intuit Split

After about two decades of relying on this software for myself and some clients, I am now reluctantly looking for a replacement program.

Pros

It's super easy to utilize if you have basic bookkeeping experience and you are not accounting for investments. Menu options are sensibly grouped. Back up and restore super easy if you want to move copies of file(s) to different computers.

Cons

Although this software has been very predictable and adequate for a long time, it has become less desirable since split from Intuit. Good luck getting thru to customer service, there have been so many complications to their change over that they are drowning in calls. Their operators are overwhelmed and seem to 'accidentally' hang up on a call all too frequently, after exhaustive hold times. I have been prompted repeatedly to change my passwords during the transition, and rather annoyingly, each time it is updated a different verification email is sent with a code that must be entered, that quickly expires. Don't get distracted, or you have to start all over! Just really inefficient, non-intuitive programming.

November 2017

Michael from MC Tax Consulting

Company Size: 1 employee

Review Source


Ease-of-use

3.0

Value for money

2.0

Customer support

1.0

Functionality

3.0

November 2017

Quicken

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!

August 2018

Bill from Resolve Labour Relations Solutions

Company Size: 2-10 employees

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2018

There is no better Financial Manager

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.

August 2018

Marty from Woodbridge Suite

Company Size: 1 employee

Review Source


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

August 2018

Top Notch Software going downhill

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.

March 2018

Mike from Alpha Insurance

Company Size: 2-10 employees

Review Source


Ease-of-use

1.0

Value for money

1.0

Customer support

1.0

Functionality

1.0

March 2018

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

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!

February 2018

Tamara from WRMC

Company Size: 1,001-5,000 employees

Review Source


Ease-of-use