Quicken

Personal finance and small business management software for tracking spending, budgeting, investments, and business growth.

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Overview

Quicken is software designed to help individuals and small business owners manage personal and business finances by tracking spending, managing budgets, planning investments, and handling invoicing and taxes in one cloud-based app.

Last updated: Sep 3, 2026

Key Features

Account Aggregation

View all your bank, investment, loan, and asset accounts in one place for a comprehensive financial overview.

Budgeting and Saving Tools

Create and track custom savings goals, stay on budget with auto-generated spending plans, and rollover balances to understand your spending habits.

Investment Management

Track investment portfolios with real-time quotes, performance metrics like IRR and TWR, and plan for retirement with dedicated tools.

Business Financial Management

Manage business and personal finances together, including profit/loss tracking, cash flow management, invoicing clients, and running up to 10 businesses.

Tax Preparation Support

Simplify tax time with built-in personal and business tax reports, tagging tax-related expenses, and integrated tax schedules (A, B, C, E, F).

Automated Transaction Categorization

Automatically categorize transactions, detect bills and subscriptions, and customize categories and tags for better financial tracking.

Reports and Insights

Generate personal and business financial reports including spending, income, net worth, budgets, profit & loss, cash flow, and balance sheets.

Data Security and Support

Bank-level security to protect data, no sale of personal data, and customer support from real humans.

Pros

Comprehensive financial management combining personal and small business finances in one app.
Cloud-based access via web and mobile apps with no software download required.
Robust budgeting, saving, and investment tracking features with projections and insights.
Integrated invoicing and tax reporting tools for self-employed and small business users.
Strong data security policies with no personal data selling and dedicated customer support.

Cons

Primarily designed for U.S. customers and financial institutions, limiting international banking integration.
Subscription-based pricing may be costly for some users compared to free personal finance apps.
Some advanced features like business management are only available in higher-tier plans.
No offline desktop version for cloud-based products, though Quicken Classic desktop is available separately.
Limited support for non-U.S. tax forms and financial regulations.

Pricing

Quicken pricing plans
Plan	Price	Highlights
Quicken Simplifi	$3.99	Personal finance management Banking, spending, and investments in one view Cash-flow projections and spending insights Savings goals and budgeting tools Investment tracking and retirement planning
Quicken Business & Personal	$4.99	All Simplifi features Manage business and personal finances in one app Built-in tax schedules A, B, C, E, F Invoicing and payment tracking Run up to 10 businesses at no extra cost
LifeHub	$1.99	Organize essential life documents and records Secure sharing with family and trusted contacts Mobile and photo upload Can be bundled with Simplifi or Business & Personal

Pricing is collected from the official Quicken website and may change. Always confirm with the vendor.

Frequently Asked Questions

Ratings & reviews

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Help others decide, your insights matter

Community reviews (0)

Most recent

No reviews yet. Be the first to share your experience.

Ratings & reviews

No reviews yet. Be the first to share your experience.

Share your experience

Help others decide, your insights matter

Community reviews (0)

Most recent

No reviews yet. Be the first to share your experience.

Key Features

Account Aggregation

View all your bank, investment, loan, and asset accounts in one place for a comprehensive financial overview.

Budgeting and Saving Tools

Create and track custom savings goals, stay on budget with auto-generated spending plans, and rollover balances to understand your spending habits.

Investment Management

Track investment portfolios with real-time quotes, performance metrics like IRR and TWR, and plan for retirement with dedicated tools.

Business Financial Management

Manage business and personal finances together, including profit/loss tracking, cash flow management, invoicing clients, and running up to 10 businesses.

Tax Preparation Support

Simplify tax time with built-in personal and business tax reports, tagging tax-related expenses, and integrated tax schedules (A, B, C, E, F).

Automated Transaction Categorization

Automatically categorize transactions, detect bills and subscriptions, and customize categories and tags for better financial tracking.

Reports and Insights

Generate personal and business financial reports including spending, income, net worth, budgets, profit & loss, cash flow, and balance sheets.

Data Security and Support

Bank-level security to protect data, no sale of personal data, and customer support from real humans.

Pros

Comprehensive financial management combining personal and small business finances in one app.
Cloud-based access via web and mobile apps with no software download required.
Robust budgeting, saving, and investment tracking features with projections and insights.
Integrated invoicing and tax reporting tools for self-employed and small business users.
Strong data security policies with no personal data selling and dedicated customer support.

Cons

Primarily designed for U.S. customers and financial institutions, limiting international banking integration.
Subscription-based pricing may be costly for some users compared to free personal finance apps.
Some advanced features like business management are only available in higher-tier plans.
No offline desktop version for cloud-based products, though Quicken Classic desktop is available separately.
Limited support for non-U.S. tax forms and financial regulations.

Pricing

Quicken pricing plans
Plan	Price	Highlights
Quicken Simplifi	$3.99	Personal finance management Banking, spending, and investments in one view Cash-flow projections and spending insights Savings goals and budgeting tools Investment tracking and retirement planning
Quicken Business & Personal	$4.99	All Simplifi features Manage business and personal finances in one app Built-in tax schedules A, B, C, E, F Invoicing and payment tracking Run up to 10 businesses at no extra cost
LifeHub	$1.99	Organize essential life documents and records Secure sharing with family and trusted contacts Mobile and photo upload Can be bundled with Simplifi or Business & Personal

Pricing is collected from the official Quicken website and may change. Always confirm with the vendor.

Quicken

Overview

Key Features

Account Aggregation

Budgeting and Saving Tools

Investment Management

Business Financial Management

Tax Preparation Support

Automated Transaction Categorization

Reports and Insights

Data Security and Support

Pros

Cons

Pricing

Featured Video

Frequently Asked Questions

Ratings & reviews

Ratings & reviews

Community reviews (0)

Ratings & reviews

Community reviews (0)

Key Features

Account Aggregation

Budgeting and Saving Tools

Investment Management

Business Financial Management

Tax Preparation Support

Automated Transaction Categorization

Reports and Insights

Data Security and Support

Pros

Cons

Pricing

Featured Video

Frequently Asked Questions

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Ratings & reviews

Community reviews (0)

More in Business Finance

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