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Quicken
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Review

Quicken

Overview
Synopsis

Quicken is financial platform which helps users in streamlining budgeting and planning. It is being used by several business owners and institutions.

Category

Personal Finance Software

Features

• See, track, and pay bills in one place
• Free phone support
• Shows bank/credit card balances
• Imports bank transactions securely
• Puts your spending in categories
• Imports from previous Quicken versions
• Shows all financial accounts

License

Proprietary

Price

• Starter Edition - $39.99
• Deluxe - $74.99
• Premier - $109.99

Pricing

Subscription

Free Trial

Available

Users Size

Small (<50 employees), Medium (50 to 1000 employees), Enterprise (>1001 employees)

Company

Quicken

What is best?

• Projects income and expenses
• Helps you create a budget
• Reminds you when bills are due
• Sends text/email alerts
• Syncs with free mobile app
• Snap and store receipts
• Free credit score and more

What are the benefits?

• Helps you save for house/college
• Helps you plan for retirement
• Portfolio X-Ray
• Shows performance vs. the market
• Helps with buy/sell decisions
• Displays up-to-date portfolio value
• Tracks cost basis and capital gains

PAT Rating™
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
8.7
5.9
Features & Functionality
8.5
8.9
Advanced Features
8.7
8.4
Integration
8.5
9.5
Performance
8.6
8.1
Customer Support
8.6
8.9
Implementation
8.0
Renew & Recommend
8.4
Bottom Line

Quicken is a secure and user-friendly advanced financial software which enables users to easily monitor and manage investments.

8.6
Editor Rating
8.3
Aggregated User Rating
2 ratings
You have rated this

Quicken is financial platform which helps users in streamlining budgeting and planning. It is being used by several business owners and institutions. Its features include free phone support, show bank/credit card balances, projects income and expenses, text/email notification, portfolio X-ray, tracks cost basis and capital gains, and shows performance against the market.

Quicken provides users with updated quotes to keep their portfolio value current and to keep track on how their investments are performing against the market, as well as to monitor cost basis, identify realized and unrealized yields, and compute capital gain to make tax time easier.

Quicken helps users save time, and it is easy to setup and operate; users only need to provide their bank account information. It is safe to use Quicken, as it uses a robust 128-bit and 256-bit encryption to protect user’s financial information. Quicken enables users to take charge of expenses, as it categorizes and organizes user’s transactions in a well-defined interface.

With Quicken’s mobile app which is available on iPhone, iPad, and Android, users can monitor and manage their finances anywhere, anytime. Quicken financial products are backed by a 60-day money-back guarantee. Quicken supports TurboTax, and users can export Quicken data directly to TurboTax for accurate tax prep. Upgrading Quicken is also very easy as it automatically syncs data from previous versions. Quicken supports Windows OS and Mac. Quicken enables users to equate income and expenses over a long period of time through its custom reports feature. Users can also pay bills in Quicken through Quicken Bill Pay service for small and regional banks. In addition, users can easily convert from Quicken Windows to Quicken Mac.

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1 Reviews
  • Ingrid
    November 10, 2017 at 3:26 pm

    Stay on top of your personal finances and see all your transactions in one place.

    Company size

    Small (<50)

    User Role

    Consultant

    User Industry

    Energy

    Rating
    Ease of use8

    Features & Functionality8.9

    Easily report product issues to Quicken from inside the product. Improved loan tracking feature including automatic tracking of loan payoff dates and interest payment calculations. Get detailed Internal Rate of Return (IRR) and Return on Investment (ROI) performance metrics for individual security holdings or accounts in the new performance portfolio view.

    Advanced Features8.4

    Integration8.9

    Training 8.9

    Customer Support8.9

    Implementation8

    ADDITIONAL INFORMATION
    Quicken securely transmits your data with robust encryption. What-if analysis with ability to vary payment scenarios to pay off loans faster.

Ease of use
Features & Functionality
Advanced Features
Integration
Performance
Customer Support
Implementation
Renew & Recommend

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