# Quicken Reviews **Vendor:** Quicken **Category:** [Other Finance & Admin. Software](https://www.g2.com/categories/other-finance-admin) **Average Rating:** 4.3/5.0 **Total Reviews:** 76 ## About Quicken Quicken for Mac is a comprehensive personal finance management software designed to help users effectively oversee their financial lives. It consolidates various financial accounts—including checking, savings, credit cards, loans, investments, and retirement funds—into a single, user-friendly interface. This integration provides a holistic view of one's financial status, enabling informed decision-making and efficient financial planning. Key Features and Functionality: - Account Aggregation: Connects to over 14,000 financial institutions, allowing users to view all their accounts in one place. - Expense Tracking and Budgeting: Automatically categorizes transactions, tracks spending trends, and assists in creating and managing budgets with customizable categories and tags. - Investment Management: Offers tools to monitor investment portfolios, track performance by asset class or custom tags, and generate detailed investment reports. - Bill Management: Provides a centralized platform to track and pay bills, set up recurring payments, and receive reminders to avoid late fees. - Tax Preparation: Generates tax reports, including itemized deductions and capital gains, and allows data export to tax preparation software. - Mobile Accessibility: Syncs data across desktop and mobile devices, enabling users to manage finances on the go. Primary Value and User Solutions: Quicken for Mac simplifies personal finance management by offering a centralized platform to monitor and control various financial aspects. It addresses common challenges such as tracking expenses, managing budgets, overseeing investments, and preparing for tax season. By providing real-time insights and comprehensive tools, Quicken empowers users to make informed financial decisions, reduce debt, save towards goals, and achieve financial stability. ## Quicken Reviews ### 1. User-Friendly and Easy to Integrate with Other Software **Rating:** 5.0/5.0 stars **Reviewed by:** julie e. | Customer Service Represntative, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about Quicken?** It was very user friendly and was able to implement into other software **What do you dislike about Quicken?** I don't have any dislikes, I really like the program **What problems is Quicken solving and how is that benefiting you?** That I was able to link with a schedule ### 2. Quicken **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2025 **What do you like best about Quicken?** An application that keeps books in order for the business that can easily be handed off to the accountant. **What do you dislike about Quicken?** Some functions are not as easy or intuitive **What problems is Quicken solving and how is that benefiting you?** To keep books in order and provide info to accountant for tax purposes ### 3. Bookkeeping at it Easiest **Rating:** 5.0/5.0 stars **Reviewed by:** Brother Bernard S. | Clinical Psychologist & Doctor of Natural Medicine, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Quicken?** I especially like the fact that bank account and credit card information is directly downloaded into our Quicken account. **What do you dislike about Quicken?** Maybe twice a year there is a glitch but it's easily corrected through customer support. **What problems is Quicken solving and how is that benefiting you?** Quicken saves lots of time. We don't have to input data manually. it is easily downloaded from other sources. At the end of the year it's very easy to create an end of year report. All of this makes the user feel more confident. ### 4. Use Quicken to centralize and update financial information **Rating:** 5.0/5.0 stars **Reviewed by:** Emma H. | Attorney, Legal Services, Mid-Market (51-1000 emp.) **Reviewed Date:** September 10, 2024 **What do you like best about Quicken?** Reliability and frequent interface updates are what make Quicken unique. Without requiring manual data entry, I appreciate that it links to my bank accounts and credit cards and downloads transactions. This connectivity helps me better manage my budgets by allowing me to see my income and expenses in real time. **What do you dislike about Quicken?** Though it can be a little challenging to use at first due to its many features, Quicken's technical support is always accessible to answer any questions and help with any adaptation-related issues. **What problems is Quicken solving and how is that benefiting you?** Quicken has assisted me in better managing account reconciliation, hence improving our revenue projection and spending control by the client. It is a wonderful and reliable instrument for maintaining control over our finances. ### 5. I rely on Quicken to simplify my bookkeeping **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** October 09, 2024 **What do you like best about Quicken?** Quicken makes it easy to manage not only personal but also work finances; I find its ability to keep detailed track of monthly expenses and its cross-platform synchronization (for reviewing reports outside and inside the campus office) very useful. And another good aspect is that Quicken allows me to save and export financial summaries in different formats, which is very versatile. **What do you dislike about Quicken?** I've no major criticisms to make of Quicken. If anything, on a few occasions I've noticed problems with updates, but they've been quickly resolved with patches or new versions. **What problems is Quicken solving and how is that benefiting you?** Quicken is accessible from various platforms, which allows me to review or update accounting information from anywhere, which helps me a lot to have full control over accounting in a simple way. ### 6. basic simple to view finances **Rating:** 3.5/5.0 stars **Reviewed by:** Charlie G. | owner, Retail, Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2025 **What do you like best about Quicken?** Simple easy way to track expenses Ability to download from online bank accounts **What do you dislike about Quicken?** Nothing really Works as needed for my business **What problems is Quicken solving and how is that benefiting you?** Have'n noticied anything missing for ### 7. The tool that catalyzes financial efficiency **Rating:** 4.5/5.0 stars **Reviewed by:** Miosotis A. | Gerente de contabilidad, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2024 **What do you like best about Quicken?** Its user-friendly interface makes simple to enter transactions using, either manually or by linking our bank accounts to import financial data automatically. Every spending category has its own set of limits, and we may establish them and get alerts when they are surpassed. It provides editable invoice templates with which we can customize the terms and conditions, add the company logo, and add customer information. **What do you dislike about Quicken?** To keep it functioning and secure, upgrades are needed on a regular basis; while these are necessary, they can briefly disrupt workflow. **What problems is Quicken solving and how is that benefiting you?** With Quicken, we can now examine our spending more efficiently and make calculated changes to best utilize our resources. It has helped to improve our company partnerships by streamlining the documentation and customer communication process. ### 8. Quicken: Simplifying and streamlining every transaction **Rating:** 5.0/5.0 stars **Reviewed by:** Manuel P. | Sales Analyst, Financial Services, Mid-Market (51-1000 emp.) **Reviewed Date:** April 05, 2024 **What do you like best about Quicken?** One of Quicken's most useful features is its ability to integrate data from multiple sources, including bank accounts, credit cards, investments and budgets. This makes it much easier to accurately track income and expenses, and also allows us to present financial reports clearly and concisely within the team and to other stakeholders. **What do you dislike about Quicken?** I have no complaints regarding its functionality or performance. Its ability to simplify financial management and improve efficiency in our daily tasks has been second to none. **What problems is Quicken solving and how is that benefiting you?** Quicken's ability to integrate data, generate custom reports and provide detailed analysis has been critical to our projects. It is a useful tool for conducting detailed sales analysis, identifying financial trends and generating accurate reports to support strategic decisions. ### 9. A very helpful tool **Rating:** 5.0/5.0 stars **Reviewed by:** Alexa S. | Administrative Assistant, Import and Export, Mid-Market (51-1000 emp.) **Reviewed Date:** March 20, 2024 **What do you like best about Quicken?** We are able to maintain an exact record of every financial activity, from sales income to invoice payments, thanks to detailed transaction tracking. We may define and monitor particular financial goals with Quicken's configurable budgets. On the other hand, the customer support team is very fast and efficient. **What do you dislike about Quicken?** Quicken is functional, but there are moments when data synchronization and update speed are sluggish. **What problems is Quicken solving and how is that benefiting you?** It enhances our capacity to operate our business by keeping us well-organized and financially aware. For instance, it is simple to keep track of sales income, vendor payments, and shipping expenses. This facilitates reporting and auditing. ### 10. Good for boosting financial efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Max H. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2024 **What do you like best about Quicken?** Quicken provides us with a comprehensive overview of our company's finances and includes user-friendly capabilities. I highlight the expense tracking function, which enables our team to maintain an accurate log of all outlays and guarantees effective administration of the funds allotted to each project. **What do you dislike about Quicken?** There are moments when I wish I could modify the reports' format and structure more to better suit my needs. **What problems is Quicken solving and how is that benefiting you?** Overall, it has helped us track costs, establish long-term budgets, and improve our financial management. It has made it easier to make educated decisions and optimize our financial procedures. ### 11. An effective instrument for managing finances on a personal and professional level **Rating:** 5.0/5.0 stars **Reviewed by:** Veronica H. | Account Manager, Banking, Enterprise (> 1000 emp.) **Reviewed Date:** December 18, 2023 **What do you like best about Quicken?** Quicken's ability to thoroughly classify and analyze spending makes budget control and reporting for my clients much simpler. Furthermore, the tax reporting tool makes preparing my tax return much easier by arranging capital gains and deductible transactions in an understandable and efficient way. **What do you dislike about Quicken?** Even if the software has some basic functions for tracking investments, I would want more powerful tools for a more thorough and in-depth study of portfolios. **What problems is Quicken solving and how is that benefiting you?** Quicken helps me manage my accounts more effectively, which benefits my clients and enables me to give more precise and tailored financial advice. ### 12. Quick tips **Rating:** 4.5/5.0 stars **Reviewed by:** Barry B. | Pediatric Dentist, Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2023 **What do you like best about Quicken?** Entries are easy and intuitive and easy to access data **What do you dislike about Quicken?** My accountant always has difficulty converting data to their system **What problems is Quicken solving and how is that benefiting you?** East access to income and all disbusments ### 13. Easy to use, makes budgeting easier **Rating:** 4.5/5.0 stars **Reviewed by:** Brianna R. | Executive Director, Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2023 **What do you like best about Quicken?** It integrates easily with my bank so all of my purchases are quickly added to Quicken. **What do you dislike about Quicken?** I do not like when Quicken automatically fills in sections. Sometimes it tells me one of my purchases is identical to a previous one even if it isn't. **What problems is Quicken solving and how is that benefiting you?** keeps track of all spending and income ### 14. Best Personal Budgeting and Tracking Tool Out There! BUT... **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin L. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 14, 2022 **What do you like best about Quicken?** Quicken is a fantastic tool for aggregating all your financial information into one place. It has a pretty good direct link system to most major banks and financial institutions to get up to date information quickly. The one thing that sets it apart for me is the ability to put future transactions into a particular account's ledger, giving me the ability to "see into the future" of my finances. You wouldn't believe it, but that functionality is not widely available in any of the other financial tracking tools/apps I've tried. (And I've tried a LOT of them.) **What do you dislike about Quicken?** The thing I disklike the most about Quicken is the disparity between the desktop and online versions. I do not like having to synch my desktop file with the online version simply to see all my data on the web. Even when it does synch, the online tool is not nearly as functional or easy to use. **Recommendations to others considering Quicken:** If you have the desire to input future transactions to get a clear idea of future balances in your accounts, Quicken is the way to go. **What problems is Quicken solving and how is that benefiting you?** Quick has solved my problem of projecting my finances in an all-in-one platform with all my financial accounts. I do not have to manually enter any data except for accounts that are not available for connecting into Quicken. ### 15. Years of experience, tons of features, but just too much. Needed something tailored to our business. **Rating:** 2.0/5.0 stars **Reviewed by:** Steven V. | HMI Studio Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2022 **What do you like best about Quicken?** Quicken is the go-to software for a lot of businesses - keeping track of accounts, inventory, every nitty gritty thing. For businesses that have inventory and want to tie in their banking accounts and dig down to the penny, this is great software. **What do you dislike about Quicken?** But to be honest, I needed something tied to Real Estate Property Management. While the program has some features that do these sorts of things, quite frankly, it is just too much. The learning curve is steep. You can get lost in features trying to understand what would pertain to your business and what wouldn't. I didn't want a program to tie into my bank accounts - I just need to know about my buildings, my tenants and be able to log information quickly and access it just as quickly. I needed a document archive as much as I needed information about tenants and rents. And it cost too much - the high price of the subscription model was prohibitive over time. Some services I am happy to pay for, some not so much. I wanted it easy to log receipts and keep them in the program, track expenses and payments, and across multiple platforms. Quicken isn't quite like that. Almost - but not enough. **Recommendations to others considering Quicken:** If your business has inventory, this program is the bomb. For Real Estate and Property Management, it just isn't and I would look elsewhere. The time it takes to set up can be cumbersome. I am sure once it is, it will run like a dream for years. **What problems is Quicken solving and how is that benefiting you?** Quicken tracks expenses and keeps track of money like no tomorrow. If I had a business that had inventory, this would be my go-to. Being tied into my accounts and tracking all the money, this program excels at that. ### 16. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Sally A. | HR Generalist, Small-Business (50 or fewer emp.) **Reviewed Date:** September 15, 2022 **What do you like best about Quicken?** Love this system. It's super easy to use to manage your finances and also the future expnses. **What do you dislike about Quicken?** I have not been able to figure out how I can get this to sync with my account directly but that gives me a chance to really double-check everything so... **What problems is Quicken solving and how is that benefiting you?** Planning my finances, reports, end of year results, tax reports.. ### 17. Quicken Review **Rating:** 5.0/5.0 stars **Reviewed by:** Richard T. | Marketing Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** June 30, 2021 ### 18. Mac Version Great for Personal and Basic Business Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Barbara P. | Assistant Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2021 **What do you like best about Quicken?** I love that they have a Mac version! Cost is in-line with what a PC user pays, as well as it is less than other Mac accounting software. Easy to install and update regularly without significant disruption. Customer support is helpful and quick to answer calls. **What do you dislike about Quicken?** Generating IRS reports and bank required documents are not there. I would like to see more business functions and abilities, such as creating invoices, P&L reports, and other documents Banks/Businesses/IRS require. **What problems is Quicken solving and how is that benefiting you?** The software is excellent for the personal accounting needs: business income totals, individual income totals, where am I spending my money, categories for Income tax preparation, etc. Creating new GL (general ledger) accounts is pretty easy too. Able to see where the money is coming from and going; helps with budgeting and financial decision making. I look at estimated income taxes and can quickly review how I have labeled my items for business expensing and income. ### 19. Couldn't keep accounts straight without this. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2022 **What do you like best about Quicken?** Ability to keep track of transactions and reconcile with bank account. **What do you dislike about Quicken?** some of the auto fill features can be annoying at times **What problems is Quicken solving and how is that benefiting you?** It ensures my financial institution transactions match my records. Keeps me on top of paying my bills timely. Provides reporting for tax season ### 20. Great quicken **Rating:** 5.0/5.0 stars **Reviewed by:** Vishal H. | System Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2022 **What do you like best about Quicken?** Chart of accounts; reconciling; bank int **What do you dislike about Quicken?** Difficult to get support when you need help. **Recommendations to others considering Quicken:** Make sure you understand how to use it. **What problems is Quicken solving and how is that benefiting you?** Managing my accounts in a single place that helps me prepare for my taxes and payroll. ### 21. Quicken is simple but powerful **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2021 **What do you like best about Quicken?** The functions are simple and logical, very user-friendly. Easy to set up your accounts and your categories for bookkeeping. It's good for individuals and small businesses. **What do you dislike about Quicken?** The reports can be a little awkward to create. I would prefer to be able to show a profit-and-loss for both the current month and the year-to-date on the same page. **What problems is Quicken solving and how is that benefiting you?** I use it to keep the books for the professional office building that I help manage. It makes it easy to keep track of spending. 1099s are easy because you can right-click on a payee and instantly know how much you paid to the payee during the year. ### 22. Best personal finance software available! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Graphic Design | Small-Business (50 or fewer emp.) **Reviewed Date:** December 06, 2021 **What do you like best about Quicken?** Quicken for Mac makes it easy for me to manage my personal finances and determine my net worth on my Mac and mobile devices. It has achieved parity for Windows and is a great tool for Mac users. **What do you dislike about Quicken?** Sometimes software updates can create bugs, and getting support for issues can sometimes be challenging. Additionally, sometimes connections to banks can fail, which can be frustrating. **What problems is Quicken solving and how is that benefiting you?** This has become essential software for me - I wouldn't be able to manage my personal finances if not for Quicken for Mac. ### 23. Great for companies as well as startups **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** September 02, 2020 **What do you like best about Quicken?** The segmentation capacities are awesome and the ability to integrate with my bank along with Salesforce and GSM is easy. The on boarding is also easy for beginners with no experience. **What do you dislike about Quicken?** I dislike the costs but it’s still a good deal comparatively. **What problems is Quicken solving and how is that benefiting you?** Payroll Human Resources Invoicing Billing Wire transfers ### 24. Great Product **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.) **Reviewed Date:** August 31, 2020 **What do you like best about Quicken?** The functionality of the product is very user friendly. I enjoyed using this very much. **What do you dislike about Quicken?** There is not much that I don't like. To be honest, I can't think of anything! **Recommendations to others considering Quicken:** If you need any assistance with anything then you need to contact the support team because they are wonderful. **What problems is Quicken solving and how is that benefiting you?** It was a great tool where I am able to store all my information in one place. Unfortunately the company I worked at went out of business so I do not use it anymore but am trying to introduce it to my new company. ### 25. A long time user of Quicken **Rating:** 4.0/5.0 stars **Reviewed by:** George H. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 22, 2020 **What do you like best about Quicken?** I like the ease of downloading transactions from financial institutions. It makes budgeting and accounting easy. My categories are automatically loaded. It allows you to store your asset information so that you can monitor your stocks and mutual funds. This is useful to see how you are doing in your financial performance and get that daily number on your net worth $$$. But what is most helpful is the budgeting reports. These let you toggle back and forth between your category totals and your detail transactions so that you can see how your spending compares to your yearly budget. The reporting function allows you to build annual budgets and monitor your performance against them. Another great thing, you can download tax related information from Quicken to Turbotax, since they are both owned by Intuit. This is a big time-saver around tax time, and let's face it, that's a busy time for everyone! **What do you dislike about Quicken?** I have used Quicken both for Mac and for Windows. I think the Mac platform is a not quite as slick, and I wish it would be easier to transfer information between the two platforms, as I do work for someone with the Windows version. I also would like the reports to be a little easier to customize. I wish Quicken had an insurance policy organizer, as I'd like to use it to organize all of my insurance policies. **Recommendations to others considering Quicken:** It is very good for small business or especially for home budgets and personal use. **What problems is Quicken solving and how is that benefiting you?** Keeping all of my banking accounts in balance on a continuous basis. Managing cash flow for all my personal needs. Accumulating information for my annual tax filings. Reminders are helpful. Generally saving a lot of time. ### 26. Quicken for Mac - some improvements but still frustrating **Rating:** 2.5/5.0 stars **Reviewed by:** Gary A. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 24, 2020 **What do you like best about Quicken?** Quicken for Mac provides lots of great reports, a good user interface and ease of use. For personal finances and small business book keeping it works great and I find no need to use Quickbooks. I can create the reports and files and send them directly to my accountant for tax preparation. **What do you dislike about Quicken?** For some unknown reason Quicken have removed the ability to import basic QIF files to update accounts. Not all banks work with Quicken and so the only option in that situation is to manually enter all records. The is far too time consuming and so I would review carefully to make sure Quicken handles your banks before committing. **Recommendations to others considering Quicken:** Take time, especially if using the Mac version, to find out if Quicken does everything you need it to do. It can be very easy to get it confused with the Windows version. **What problems is Quicken solving and how is that benefiting you?** Personal and Business Finances. Quicken allows me to do good basic book keeping in a nice clean and easy to understand environment. The simplicity of their system encourages me to stay on top of my finances and I do not dread having to start up a financial application and get on with book keeping. ### 27. Must Have Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 18, 2021 **What do you like best about Quicken?** It is Very intuitive, particularly for those unfamiliar with business software **What do you dislike about Quicken?** Frequent version changes make it annoying. **What problems is Quicken solving and how is that benefiting you?** Managing all of my financial activities. ### 28. Full featured desktop application - Needs work on the app **Rating:** 4.0/5.0 stars **Reviewed by:** Chris R. | Director of Development, Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2020 **What do you like best about Quicken?** I like how it seamlessly integrates into my other applications and especially like that it works directly with my TurboTax **What do you dislike about Quicken?** It is pretty expensive each year for what it is when there are so many other less expensive options. I think they could do a better job of being more competitive and integrating with newer apps. **Recommendations to others considering Quicken:** I think that if you are going to be doing your own taxes as a business or sole proprietor than Quicken is essential to making tax time easy. **What problems is Quicken solving and how is that benefiting you?** I am solving issues of disorganization when it comes to expenses and tracking accounts. They allow for receipts and other items to be added into the software so I do not have to worry about tracking everything when tax times rolls around. ### 29. Simple Accounting software **Rating:** 5.0/5.0 stars **Reviewed by:** Annie C. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 15, 2020 **What do you like best about Quicken?** The template layout is very straightforward with what kind of information needs to be input in which areas. I like how Quicken can run reports as easily as one click away! Stay on top of your finances with your accounts all in one place. 11,000+ online billers. New Portfolio View. Money Management. Data Access Guarantee. Budgeting.As end users we appreciate being able to track expenses and pinpoint their spending trends. **What do you dislike about Quicken?** Unfortunately, you cannot modify the application software to cater to your business needs. That would be a great option to add on to larger business operations. **Recommendations to others considering Quicken:** 100% recommend this software to new business start-ups that are looking into making smart investment decisions, be prepared for tax time, manage and pay your bills on-time! Quicken has unlimited priority access to official Quicken phone support **What problems is Quicken solving and how is that benefiting you?** Quicken is the best known personal finance software. Our business operations is looking to monitor and control our budget expenditures as we are trying to be more conservative during the pandemic. ### 30. Can’t live without it! **Rating:** 5.0/5.0 stars **Reviewed by:** Caroline K. | Senior Vice President, Small-Business (50 or fewer emp.) **Reviewed Date:** September 03, 2020 **What do you like best about Quicken?** Extremely easy to understand instructions and when needed, excellent customer service to assist when there’s confusion or problems **What do you dislike about Quicken?** Nothings wrong with the program it just takes me a little bit longer to understand sometimes because of my lack of computer skills because it really is an excellent program and we have great success with it **Recommendations to others considering Quicken:** Just make sure you have smart tech people in your company that can explain things to you **What problems is Quicken solving and how is that benefiting you?** Even when our company was just two employees, this program was essential for our organization of financials and to pay bills and although we have grown substantially since then, we are still using the program and find it essential for our business ### 31. Easy to use for small business **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Biotechnology | Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2021 **What do you like best about Quicken?** The template features and the ability to customize for each client **What do you dislike about Quicken?** Sometimes headers don't print and centering always does not work **What problems is Quicken solving and how is that benefiting you?** Keeping track of invoices for tax filing. Benefits: helped me get organized. ### 32. Easy to use, quick glance shows you what is most important **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2020 **What do you like best about Quicken?** It is so user-friendly and easy to use, even for the most novice of technology-users. Creating a budget and managing bills, looking at all your accounts in one place, auto-categorizing each purchase, its just so easy. I also love the green bars that show you how far away you are from goals. It is one of the oldest budgeting tools around but they have definitely updated the application to be in line with other competitors with 2020. Whatever you need it for financially, they have a ton of different packages to choose from. My father also uses it for his business as well as personal use. It also seems like Quicken does monthly releases to include any bug fixes, you can email reports, and it seems just an overall faster and better user experience for things like investments, budget tracking and more. I also like how you can customize your dashboard so it will show you first what is most important to you at a glance. I also LOVE the fact that you can sync it to your billers, like cell phone services and then you can see them in a calendar so you can see what is coming up due. If some of your bills are not online, you can input them manually and again, it will show you a projected account balance based off your input. **What do you dislike about Quicken?** Sometimes I have a hard time connecting all of my transactions for some reason. Its like it doesn't want to update until the next day. Also the web version doesn't have all of the features like the desktop does. It gives a more streamlines dashboard but it is a tad bit easier to navigate. Even though the dashboard is customized, it almost seems like its TOO customizable. There are so many options to choose from (which can be good or bad depending on the user.) I personally do not like having too many choices as I tend to choose everything and then my dashboard looks too large. **Recommendations to others considering Quicken:** I would suggest to at least try the product. They have a 30 day risk-free guarantee so if you don't like it, you can get a refund. I have used other budget tools and this one is easier to use than most, even if you have to pay the cost up front for the year, I definitely think its worth it. **What problems is Quicken solving and how is that benefiting you?** It is so easy to create and stick to a budget with the app and desktop versions. It helps us manage our bills and automatically categorizes our purchases. I love that I can see all of my accounts in one place. I love how intuitive the application is, how you can download the software to your laptop, mobile app, or just use the product completely online. ### 33. Long Time User for this Product **Rating:** 4.5/5.0 stars **Reviewed by:** Kevin R. | Venture Finance Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2020 **What do you like best about Quicken?** The features for downloading transactions for most types of accounts including checking, money market, savings, loans, and online bill presentment. These are time saving features to have when they are working correctly. **What do you dislike about Quicken?** The frequent releases of a new version of the product and not supporting older versions. I have upgraded on average every two years since I began using Quicken in 1993. **Recommendations to others considering Quicken:** This is an awesome tool to keep track of your personal finances and a small business. The recent change to an annual subscription should eliminate the new versions needing to be purchased and having older versions "sunset" on support. I have used this product extensively since 1993 and have had great experience with it over the years. I highly recommend that you create numerous categories for your income and expenses. This pays dividends in the future with the automatic budgeting feature and analysis of your finances. **What problems is Quicken solving and how is that benefiting you?** Quicken gives me peace of mind to know where every dollar is coming in and going out. Reconciliation of accounts is virtually automatic if one uses the automatic transaction download. If not, it remains a faster task than the old fashioned balancing methods. I also like the budgeting tool and the drill down capabilities in reports. In addition, having your monthly bills organized is a big time saver for me. ### 34. Great software for managing finances **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** September 15, 2020 **What do you like best about Quicken?** This software is easy to use, like keeping a checkbook register up-to-date. What I like the best, however, is the reporting tools to be able to see my spending overall or just in what particular category. This especially makes preparing my tax returns easier/more accurate. **What do you dislike about Quicken?** I haven't used the most recent versions of the software but as I have upgraded from one version to the next in the past, I have enjoyed the updates tot he user interface. **Recommendations to others considering Quicken:** This didn't end up being what my employer needed, but for my own small business and personal finances, this software is exactly what I needed to track my income and expenses, assets and liabilities. I especially like how I can get a quick snapshot of my net work based on those items as well as a easy reports and graphs showing where my expenses are going. **What problems is Quicken solving and how is that benefiting you?** I have been able to get a handle on where we are spending our money...first for our personal expenses, but even more importantly over the last few years, with our small business. ### 35. Quicken can be for business or home use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 22, 2020 **What do you like best about Quicken?** The flexibility to categorize items between business and personal. The ability to import banking information and credit card information directly into Quicken software **What do you dislike about Quicken?** Importing sometimes can be a challenge but I've worked around it with using excel to help. Once you get this down one time it becomes easier to import future banking and credit cards **Recommendations to others considering Quicken:** Be patient and I recommend downloading transactions from the online bank you are using and then import the first time. **What problems is Quicken solving and how is that benefiting you?** Having multiple credit cards and when the categories auto-populate it makes it much easier to categorize your expense and income ### 36. Great Value for the right Situation **Rating:** 3.5/5.0 stars **Reviewed by:** Impact 360 M. | Director of Digital Media, Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2020 **What do you like best about Quicken?** I found quicken to be a very stable products with most bugs worked out years ago. Support was very good as well which can be expected with an older product. **What do you dislike about Quicken?** I found it hard to migrate / update as you grow beyond a sole proprietor. I also had issues with bill pay and downloading exports as well. Lack of portability becomes a big issue as most of us need. Their web version is limiting and not full blown. **Recommendations to others considering Quicken:** I would have started with Quickbooks or something similar. If you have very limited expenses and income then Quicken would work for you. **What problems is Quicken solving and how is that benefiting you?** Basic accounting..time saver. Bill pay function is very helpful. ### 37. Quicken is quick and easy **Rating:** 4.0/5.0 stars **Reviewed by:** kelly g. | Member Services Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** November 06, 2020 **What do you like best about Quicken?** User friendly, accurate and have all your finances in one place **What do you dislike about Quicken?** Its a little pricey to have but it makes life easier. **What problems is Quicken solving and how is that benefiting you?** I am able to put all my expensing and bills in one spot and easy to locate something fast and simple ### 38. Good Accounting Software **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2020 **What do you like best about Quicken?** What I like best about Quicken is it really easy to learn and organize your finances. It is also compatible with my many different programs. **What do you dislike about Quicken?** One think I dislike about Quicken is it sometimes slow to save and transfer data for backup. **What problems is Quicken solving and how is that benefiting you?** I am comfortable using Quicken to organize my departmental finances. Quicken helps me to stay organized and easily visualize important financial data. ### 39. Best Financial management software available **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Internet | Small-Business (50 or fewer emp.) **Reviewed Date:** November 11, 2020 **What do you like best about Quicken?** If you have multiple accounts, assets, and more financial planning to do, I would highly recommend quicken. Its easier, intuitive, interface will help you get a 360 of all your finances. **What do you dislike about Quicken?** UX should be better given we are in 2020. **What problems is Quicken solving and how is that benefiting you?** Consolidated view of all my accounts. Save a lot of time spend accessing them on multiple portals. ### 40. Quicken Is a Must Have! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2020 **What do you like best about Quicken?** Being able to schedule bills and deposits into the future and see where you are financially at any point in time. **What do you dislike about Quicken?** Connecting to some websites is intermittent for downloading transactions. **What problems is Quicken solving and how is that benefiting you?** I use quicken on a personal level only. The ability to keep track of bills and being able to predict into the future my financial situation is key in paying bills timely and being able to stay on budget. ### 41. Fair Bookkeeping Product **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2020 **What do you like best about Quicken?** For someone who wants to manage their personal finances Quicken is just the right tool. It is easy to navigate and use. I have used it and it is fairly simple tool that you can use to manage your personal finances. **What do you dislike about Quicken?** I wish they have more cloud integration as time goes since it does provide limited scope on that end. **Recommendations to others considering Quicken:** Fairly simple software to use and reasonable price **What problems is Quicken solving and how is that benefiting you?** To manage personal finances and bookkeeping ### 42. Quicken work with Tipalti **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2020 **What do you like best about Quicken?** I like Quicken, because it is integrated with Tipalti, my A/P Automation Solution. **What do you dislike about Quicken?** nothing, it does everything I need to manage my accounts especially as I'm integrated with Tipalti. **Recommendations to others considering Quicken:** If you are making a lot of payments, mass global payments, using Tipalti with Quicken made it super fast and easy to make payments. **What problems is Quicken solving and how is that benefiting you?** I realized that working with Quicken and Tipalti, I have less errors and able to make payments more accurately. I'm saving time and money with the Tipalti payment solution. ### 43. Efficient clear and easy to use interface **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2020 **What do you like best about Quicken?** Simple and integrated personalized budgets tool. Easy to manage investments & good reporting features. Creation of custom invoices and great tool to track daily cashflow. **What do you dislike about Quicken?** Expensive and lack of priority customer support. **Recommendations to others considering Quicken:** Good software the pros overweigh the caveats **What problems is Quicken solving and how is that benefiting you?** Slow speed sometimes and sync issues. Breaks a lot and lag problems ### 44. User friendly way to keep your accounts straight **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** September 24, 2020 **What do you like best about Quicken?** Very user friendly and straight forward. **What do you dislike about Quicken?** I wish it had more customization. . **Recommendations to others considering Quicken:** Great for beginner bookkeeping. **What problems is Quicken solving and how is that benefiting you?** Keeping accounting records. Have been able to see where money is spent and able to budget and cut costs in certain areas. ### 45. Good Product for smaller companies **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 22, 2020 **What do you like best about Quicken?** This product is a very reliable solution with a long history of users. **What do you dislike about Quicken?** There are some aspects that could be more automated or modernized. **What problems is Quicken solving and how is that benefiting you?** Tracking receipts and always being on point with knowing what is going on in your finances. ### 46. Quickbooks Online **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Alternative Medicine | Small-Business (50 or fewer emp.) **Reviewed Date:** September 22, 2020 **What do you like best about Quicken?** The online version is easy to use and easy to adopt. **What do you dislike about Quicken?** The online version has a high learning curve **Recommendations to others considering Quicken:** Research the correct subscription level. they offer multiple subscription levels **What problems is Quicken solving and how is that benefiting you?** running a small law office ### 47. Quicken **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Small-Business (50 or fewer emp.) **Reviewed Date:** June 01, 2020 **What do you like best about Quicken?** Free trial let me evaluate options before committing **What do you dislike about Quicken?** The interface is very basic and the price is high given the functions **Recommendations to others considering Quicken:** Consider your options before committing **What problems is Quicken solving and how is that benefiting you?** Bad integration with iOS makes it unsuitable for me ### 48. Everyone needs personal accounting software **Rating:** 4.0/5.0 stars **Reviewed by:** Yorick P. | Chief Technical Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2019 **What do you like best about Quicken?** Aimed at the novice that has no training in accounting concepts this software makes it easy to reconcile all your income and expenses. Your bank statements, credit cards, loans etc. You always know where you stand and can easily generate budgets or run reports for your tax returns. Integration with online services such as your bank accounts, credit cards to automatically download the transactions and match them to your entries makes reconciliation a breeze. **What do you dislike about Quicken?** I have used macOS versions of Quicken since Quick Deluxe 1996 up through 2007 and now the new Quicken Subscription. The reporting facilities in the old version are much more powerful than the new "re-write". You can get most things done, but some items - eg: sub-total by month / quarter are missing. Also individual graphs for each stock is missing too. **Recommendations to others considering Quicken:** Make sure that the reporting facilities meets your needs. In particular if you are managing investments that the fact that there is only a portfolio graph not graphs for each stock is not an issue for you. **What problems is Quicken solving and how is that benefiting you?** Manage my own personal accounts, banks, credit cards, loans, invstments ### 49. "Quicken is so user friendly" **Rating:** 5.0/5.0 stars **Reviewed by:** Glenn M. | Finance manager, Enterprise (> 1000 emp.) **Reviewed Date:** April 17, 2019 **What do you like best about Quicken?** Quicken is the main bookkeeping programming that I've discovered that incorporates everything. Contingent upon the adaptation you have, it has each element you could request including programmed download from pretty much every spot you can thing of (and in the event that they can't connection to it you need just send them the data and they will work to make it accessible), charge the board with alarms, resource and obligation the board, total assets and an application to access from your telephone. It's very customization and you can isolate individual from business for those independently employed. Incredible programming! **What do you dislike about Quicken?** it's an incredible program, I truly don't have anything I loathe **Recommendations to others considering Quicken:** Simple to utilize item. Far reaching accounting and cash the executives framework.i would recommend quicken **What problems is Quicken solving and how is that benefiting you?** It's anything but difficult to isolate exchanges between the two and sorts business exchanges into the different expense classifications enabling me to create reports with the diverse assessment plan data required for documenting charges. I likewise utilize the bill the board and planning. I cherish it most. It's the best choice for making and dealing with a financial plan and bills. ### 50. Quicken Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Design | Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2019 **What do you like best about Quicken?** What I liked best about using Quicken is the ability to link everything for home/business **What do you dislike about Quicken?** I don’t like the way that you enter items in an invoice **What problems is Quicken solving and how is that benefiting you?** What I have seen is that after a semi-lengthy setup, it becomes easy to manage. So I guess I would like to see an easier set up and I would like to see the same options for Macs as I do for PCs when purchasing ## Quicken Discussions - [What does Quicken software do?](https://www.g2.com/discussions/what-does-quicken-software-do) - 1 comment - [View Quicken pricing details and edition comparison](https://www.g2.com/products/quicken/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-10+14%3A31%3A22+-0500&secure%5Bsession_id%5D=bbaa79f8-fca2-4f21-8cf5-9ddab7de89aa&secure%5Btoken%5D=2666a370255a22f305aa374b28ef9342241909f9f7e36d39c629fa7c86070d50&format=llm_user) ## Quicken Integrations - [QuickBooks Desktop Pro](https://www.g2.com/products/quickbooks-desktop-pro/reviews) ## Quicken Features **Agentic AI - Accounting & Finance** - Autonomous Task Execution ## Top Quicken Alternatives - [ProperConvert app](https://www.g2.com/products/properconvert-app/reviews) - 4.3/5.0 (107 reviews) - [SaasAnt Transactions](https://www.g2.com/products/saasant-saasant-transactions/reviews) - 4.9/5.0 (282 reviews) - [Buxfer](https://www.g2.com/products/buxfer/reviews) - 4.6/5.0 (30 reviews)