Quicken Welcomes New Users to Its Personal Finance Product Suite (2024)

FAQs

Can you use Quicken for personal finance? ›

[Quicken] Simplifi gives us a clean, clear, concise picture of our monthly personal finances.

Making a difference for over 20 million customers

Since its initial launch 40 years ago, Quicken has remained the #1 best-selling personal finance software on the market with the same mission: to help our customers lead healthy financial lives.

Connect banking, credit cards, loans, investments, & property. Create a customized 12-month budget and ensure you're spending where you want to be. Project different scenarios for loans & investments and use built-in calculators to plan ahead.

Quicken is a personal finance management application originally developed and offered by Intuit, Inc. Intuit sold Quicken to H.I.G. Capital in 2016, and H.I.G.

Not to worry, you can still use the version of Quicken you had at the time your Membership expired to open your data files and, for Quicken Deluxe and above, continue to use Quicken in a manual mode. For more information, check out our Data Access Guarantee.

While traditionally used for small business accounting, QuickBooks can also be a robust personal finance management tool. It can help you track income and expenses, categorize transactions, create budgets, and generate financial reports.

Our desktop software product (and the one I personally use!), Quicken, is now Quicken Classic — an updated name with a nod to our past, honoring our 40 years of history in the personal finance space, while also distinguishing it from our cloud-based Quicken Simplifi.

Quicken has much more functionality and can grow with you over time. It's also better than Mint if you're a small business owner or are managing rental properties. Quicken is also better than Mint for tracking investments and planning your retirement.

The anti-virus and/or firewall on your system could be blocking Quicken from running properly. They will need to be disabled or have the settings updated to include Quicken as a safe program. If you do not know how to update these settings, please contact your anti-virus/firewall provider.

Quicken Classic Starter offers just the essentials as you start to manage your money. To track investment accounts — including brokerage, IRA, 401(k), 403(b), 529, and even private holdings — consider Quicken Classic Deluxe or Quicken Classic Premier.

What is the free version of Quicken? ›

A demo or free trial version of Quicken is not available. You can purchase Quicken today to experience new features and benefits. If you're not satisfied, Quicken has an unconditional 30-day money back guarantee.

Quicken is easy to use and updating from a previous version went well.

Quicken helps families and individuals track account balances, investments, budgeting, and other expenses. Though it is useful for small businesses, it is more limited; however, it costs less than QuickBooks.

Mint will go offline March 23, 2024.

The Mint budgeting app officially shut down on March 23, 2024, and users can no longer access their data on the app.

Quicken Classic subscription pricing will be updated in 2024. Starter: $47.88/year - an increase of $6. Deluxe: $71.88/year - an increase of $12. Premier: $95.88/year - an increase of $12.

The simple design and numerous goal-setting features make Quicken Simplifi one of the best budgeting apps out there. If you're looking for more advanced financial management tools, however, you may want to investigate some alternatives.

For those in search of a QuickBooks alternative for personal finances, FreshBooks is an excellent choice, particularly for individuals and small enterprises.

In Quicken, you can create two profit and loss reports, a profit and loss statement and a profit and loss comparison report; the latter compares profits and losses for two different time periods. Quicken automatically sets to cash basis every business report that can be set to accrual or cash basis.

Regarding Personal Capital: They do not support Quicken so you cannot download your financial data from there from within Quicken. If you want them to support Quicken you should contact them and request that they add support for Quicken.