Quicken
Quicken provides a robust suite of tools for managing personal and business finances, offering both cloud-based and desktop software options.
Our verdict
Who it's for
Manage your money and your life with comprehensive personal and business finance tools.
Who should look elsewhere
Requires an annual subscription for all versions.
Pros
- +Offers both cloud-based and classic desktop software options.
- +Provides specialized tools for self-employed and small business owners.
- +Integrates personal finance with essential document organization.
- +Features real-time guidance and predictive analytics for budgeting.
Cons
- −Requires an annual subscription for all versions.
- −The classic desktop versions store data locally, which may not suit all users.
Key features
- ✓Predictive budgeting with Spending Plan
- ✓Projected cash flow forecasting
- ✓Investment and retirement portfolio management
- ✓Customizable financial reports
- ✓Business cash flow and profit management
- ✓Built-in tax schedules (C, E, F)
- ✓Invoicing and payment integration (Stripe)
- ✓Secure document organization (LifeHub)
Pricing
| Plan | Price | Billing | Notes |
|---|---|---|---|
| Personal | $2.99 | month | Budget and track your spending with Spending Plan; Manage your investment & retirement portfolio; Project cash flows |
| Business & Personal | $3.99 | month | Manage cash flow and profit; Built-in tax Schedules C, E & F; Invoice and get paid faster |
| Bundle Personal + LifeHub | $2.99 | month | Budget and track your spending; Project cash flows; Manage your investments and retirement |
| Classic Business & Personal | $5.99 | month | — |
| Classic Premier | $4.19 | month | — |