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

130 Reviews of Quicken

 

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Software Advice Reviews (124)
More Reviews (6)

Showing 1-20 of 124

Michele from Coldwell Banker
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2018

December 2018

Use for payroll

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

We have a small buiness and we use this for payroll and bookkeeping. I do not have any accounting background so it is a huge help to me.

Pros

Easy to use for small business, to keep track of expenses, print check, print reports, have been using for close to 10 years.

Cons

Tech support is sometimes difficult to understand. Updates sometime create issues. I usually do not install update until months after released.

Review Source
 
 

Simon from Nickel Keynesbury
Specialty: Accounting / CPA
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

December 2018

December 2018

Great Financial Management Application

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

This software help me to monitor the performance of my investment at my convenience which helps to make effective financial decisions personally and for others.

Cons

Its difficult to use by big financial organizations with huge data. I think it should be improve for every organization to use it because the features are very good and would be useful for every financial firm.

Review Source
 
 

Brian from My Solution Advocate
Specialty: Education
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2018

December 2018

Everyone knows that Quicken is AWESOME!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Enjoy your experience. You have nothing to lose. They have great specials and reasons to try or buy.

Pros

Very easy to use and well
respected product. As they say, manage your money and save. Its all about utilizing all of its core strategies.

Cons

As with many other things there are so many ither solutions in this arena. The fact is Quicken is worth the shot.

Review Source
 
 

Thom from Computer Software
Specialty: Education
Number of employees: 1 employee Employees number: 1 employee

November 2018

November 2018

Managing your finances

Ease-of-use

Functionality

Product Quality

Customer Support

If you are doing your own taxes then Quicken and Turbo tax is your solution

Pros

Integrates well with my bank and credit card companies to assist in managing my personal finances. Great reports and budget tracking

Cons

I don't want to update version just because of new features, I would love to see ability to integrates notes from online banking with Quicken Catorgies

Review Source
 
 

Donna from Donna M. Mendyke, CPA
Specialty: Accounting / CPA
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Quicken is fine for individuals

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

This program is really designed for individuals. The function for tracking investments works very well.

Cons

It really isn't designed for small businesses. Reports are not as easy to get at detaining income and expenses.

Review Source
 
 

Wendy from Underwriters
Specialty: Insurance
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2018

November 2018

All-in-one

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Having everything that you need in one place is a blessing. I always hated to change to different software/programs depending on what I was doing. Quicken makes it painless.

Cons

The only cons I would say is it could use more interactive features going forward. But if no changes are made, I like it just the way it is.

Review Source
 
 

Henry from California College San Diego
Specialty: Education
Number of employees: 201-500 employees Employees number: 201-500 employees

October 2018

October 2018

Personal finance made easy!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

This product is very affordable and helps track your personal finances with ease. You get mobile access where you can access your bills and reports to see your spending habits.

Cons

There are different levels to the software. You pay a little more for better features. You'd have to get the Personal and Business edition to really maximize your software potential.

Review Source
 
 

Yazir from Cochez
Specialty: Retail
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

October 2018

October 2018

Good personal software

Ease-of-use

Functionality

Product Quality

Customer Support

The company that make this software has been bought. Don´t know what the future will bring

Pros

Great budgeting tools, probably one of the more robust outthere
Very complete, most of the personal finances cases are here. From daily finance to retirement

Cons

Customer service is very bad
Price might be high compared to similar products available on the market

Review Source
 
 

Stephanie from Cedar Glen Homes
Specialty: Property Management
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Great for personal finances

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

This is a really good program for personal finances and makes check reconciliation very easy.

Pros

Very easy to use and good tracking abilities and easy to create and read reports. It connects to your bank so it is very easy to reconcile your accounts.

Cons

I pretty much like everything about this program for personal finances. It is really easy to track spending and see where your money is going.

Review Source
 
 

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
 
 

Delmar from Okno Manufacturing
Specialty: Software / Technology
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Good but not great

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Fairly simple to use and has lots of features. I really like that I can make invoices as well. The reporting is well featured and intuitive.

Cons

The thing I don't like is that I've been with their tech support a few times. They are terrifically slow. For example, I'll chat with them online and literally spend 3 hours at a time and get no where. Eventually I have to go because I have other things to do. Then a few weeks later another 3 hours.
In the end they blame it on a corrupted file. They refused to help me with that.

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
 
 
 
Showing 1-6 of 6


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
 

Mary Catherine from Lockheed Martin Aeronautics
Number of employees: 10,000+ employees Employees number: 10,000+ employees

October 2018

October 2018

Product Quality
Quality
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