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Quicken

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118 reviews
  • 2 profiles
  • 2 categories
Average star rating
4.1
Serving customers since
2016
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Quicken

76 reviews

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.

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Quicken Home & Business

42 reviews

With Intuit Quicken Rental Property Management you can easily organize your rental property and personal finances in one place, Find tax-deductible rental property expenses you may have missed Manage income and track expenses by property with ease.

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Quicken Reviews

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Profile Name
Star Rating
57
36
19
4
2
Vishal H.
VH
Vishal H.
05/31/2022
Validated Reviewer
Review source: G2 invite
Incentivized Review

Great quicken

Chart of accounts; reconciling; bank int
Verified User in Information Technology and Services
UI
Verified User in Information Technology and Services
04/20/2022
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

While the subscription is not inexpensive, after many years it's finally connecting fairly reliably

After years of inconsistent connections, it's now able to consistently connect to most financial institutions to update activity and detailed investment brokerage transactions. Reconciling your accounts is very easy if you can maintain a consistent electronic connection with the financial institutions housing your accounts. Good syncing to the cloud using a relatively useful mobile app (mine is an Android phone). Plays nice with Microsoft's OneDrive, as a means of backing up your data. Manages to perform well even if your database includes decades of financial history. Most features operate intuitively and, when you have a question about something, there's a good community of fellow users to help with support. Good reporting capabilities, including the ability to create and update custom reports and to export their results to Excel. Good ability to create custom invoices and to manage client accounts and track client-based projects if yours is a small business. Good integration to a couple of other financial products offered by Quicken.
Steven V.
SV
Steven V.
Graphic Design Project Manager at Visteon Corporation
03/31/2022
Validated Reviewer
Review source: G2 invite
Incentivized Review

Years of experience, tons of features, but just too much. Needed something tailored to our business.

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.

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HQ Location:
Menlo Park, CA

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@quicken

What is Quicken?

Quicken Inc. is a financial software company that specializes in personal finance management tools. The company offers a range of products designed to help individuals and families manage their money more effectively. Quicken's software solutions support various financial activities including budgeting, investment tracking, debt management, and retirement planning. Established after splitting from Intuit Inc. in 2016, Quicken continues to be a leading choice for comprehensive financial management, providing both desktop and cloud-based options to cater to the diverse needs of its users.

Details

Year Founded
2016
Website
www.quicken.com