Quicken Reviews

The best feature I like is the way you can split items on a receipt into their own categories. For example, I go to Walgreens and buy cosmetics, copy paper, thank you notes, and business head shot photo prints. I enter Walgreens for the Payee, then I assign / split where the expenses will go in my categories. Cosmetic - Personal Care, Copy Paper, thank you notes - Business: Office Supplies, Photo prints - Business: Photography. I make my tax reporting a breeze for my Schedule C line items. I also love generating reports on income and expenses. Great for planning or estimating funds for seasonal work loads.

It actually has more features than I want to use. For example - the investment section, I tried to use it - but to enter buy - sell information and dividends and details was way too time consuming for me. I just as soon get my reports from my brokerage firm.

Quicken is a versatile personal finance application that covers something as simple as checking and savings account record keeping to more complex accounts such as credit card, investment and mortgage accounts. It can generate reports and graphs to provide a complete picture of one's personal finances.

To the best of my knowledge Quicken is only available on a subscription basis. In the past one could purchase upgrades as they were released or wait a year to purchase when more features were available.

My favorite feature is the ability to connect and download transactions from banks, brokerages, and credit cards. These updates make it so easy to keep up with my personal finances.

The program is so robust that it can be a little complicated sometimes. But the truth is, that is a strength that is worth the time to learn to use.

The hope that I could transfer my decades of data from "Quicken for the Mac 2007" to Quicken Classic Premier, for which I still have a subscription until Jul 2025.

Unlike Quicken for the Mac 2007, there is no pop-up window to show presently downloaded transactions before they are entered into the register. There is no practical way that I can match scheduled or other transactions already entered into my register with downloaded ones. Duplicate transactions are the result, and we are expected to regularly review our registers to combine duplicate transactions. That is time consuming and impractical.

Quicken is great at helping businesses and families keep track of finances and help them budget their money better. It's very easy to use and customer service has been amazing. We were given help setting up a budget that worked for us and helped us start saving for retirement. Even though that's a long way away.

I wouldn't call this a con but I thought Quicken was only used for business finances and not for personal finances.

For $80 Cdn / year this is a fantastic program for blended families with multiple sources of income and complicated expenditures that require organizing. As a lay financial planner, with a rental property and a second marriage, I have spent way too much time trying to organize the finances. What has taken me literally days to do on a spreadsheet has taken me 3 or 4 hours on Quicken. Monthly expenditures and small business management will likely take me 2 to 3 hours a month now, at most. Once you organize your Transaction Payees into Categories (a few hours the first time) you never need to do that step again! Spending charts / pie graphs are clear and 'quickly' ... you know where the money is going, almost to the moment. The program was super easy to show my wife how it works and unnecessary stressors have been eliminated.

I say almost because transactions from the bank are not simultaneously dropped into your application. Even if you update the account (refresh) it can take time for the new transactions to show up. Apparently the web app doesn't have this issue but the downloaded desk top version does. For me, no issue, but for someone who requires immediate updates it might be a problem.

I like the ability to organize and ease of us. I like the connectivity to other websites, accessibility from many platforms, and simply layout. Quicken is ideal for transaction management.

Quicken provides information but generating taxes, tracking capital equipment, really anything beyond the bare bones - is another investment in different software or an accountant.

- Quicken is a comprehensive financial software package that can help users manage their finances in one place. - Quicken allows users to track their income and expenses, create budgets, and manage investments. - It also provides tools to track investments and create financial reports. - Quicken makes it easy to track and categorize spending, so users can identify potential areas of savings.

- Quicken can be expensive, and some of its features may be too complex for beginners. - Quicken may be difficult to use for those who are not familiar with computers or accounting software. - Quicken does not integrate with other accounting software, so users must manually enter data.

I like the updated tax tables and current regulatory database for up-to-date tax prep tax schedules and deductions. It is easy to input transactions, categorize them, and get a running balance with ease.

My least favorite thing about this software is that it now requires a subscription instead of buying the program for a set price.

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.

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!

I loved it when it was an actual software that could be purchased and had no yearly subscription fee. Prior to them separating from Intuit, this was my software of choice. Ease of use and the ability to choose to have your information inaccessible to internet hackers and not out there for anyone to see.

2007 saw the end of exceptional quality. Went from a software that you can purchase and utilize without having to pay a yearly subscription to a for profit only software with yearly subscription in 2017-2018 update. Now if you want to use this software you have to pay for it yearly. 2007 utilized an update that caused major issues with previous versions. The font became too large to fit in the windows that popped up, the reconciliation failed to work properly, did not give accurate numbers.(Quicken blamed this on the PC Operating system....Funny, no other software on my PC had these issues). They refused to fix the issues they created and then came out with a new update that once you applied the update, 2017-2018, you had to start paying yearly or live with the issues that were created by the previous update. I now have fuzzy font, like old school DOS systems, and a yearly subscription for more bells and whistles that I will ever utilize. Not everyone wants to use mobile access and expose themselves to more and more risk of hackers to steal information.