# Quicken Software 2026: Features, Integrations, Pros & Cons | Capterra > Capterra's in-depth exploration of Quicken Software's capabilities reveals its suitability for various software needs and provides a comprehensive overview of Quicken Software pricing, features, integrations, and potential alternatives. Source: https://www.capterra.com/p/151854/Quicken --- # Quicken Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 25, 2025 Written byPreksha Buttan Preksha Buttan Preksha Buttan is a writer at Capterra. She provides insights to help small businesses identify the right software for their needs by analyzing more than 550,000 Capterra user reviews and nearly 48,000 interactions between Capterra software ad... [See bio & all articles](https://www.capterra.com/resources/author/pbuttan/) Edited byNiels Juist Niels Juist [See bio & all articles](https://www.capterra.com/resources/author/niels-juist/) Written by [Preksha Buttan](https://www.capterra.com/resources/author/pbuttan/) Preksha Buttan is a writer at Capterra. She provides insights to help small businesses identify the right software for their needs by analyzing more than 550,000 Capterra user reviews and nearly 48,000 interactions between Capterra software advisors and buyers. Edited by [Niels Juist](https://www.capterra.com/resources/author/niels-juist/) [Key takeaways](#key-takeaways)[Our verdict](#our-verdict)[Alternatives](#alternatives)[Users](#users)[Pros and Cons](#pros-cons)[Interface](#interface)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Quicken Quicken Overview: ### Key takeaways Insights from verified Capterra reviews Quicken is a practical choice for SMBs managing finances without enterprise-level complexity. Its flat-rate pricing and single-user model offer predictability, but limited scalability and a dated interface may be drawbacks. For teams prioritizing simplicity over automation, it delivers steady value. ### Our verdict Quicken is a practical choice for SMBs that need to manage finances without the complexity of enterprise tools. Its flat-rate pricing and single-user model keep costs predictable, but buyers should weigh that against limited scalability and dated interface design. For firms prioritizing simplicity over advanced automation, it delivers steady value. Overall rating Based on 461 user reviews Reviews sentiment Positive 74% Neutral 12% Negative 15% Pros & cons Comprehensive budgeting features Versatile accounting platform Costly and unreliable bill payment Frequent technical glitches Starting price $47.88 Flat Rate, Per Year Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Quicken?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.quicken.com/&name=Quicken) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Quicken 3.9 (461) VS. [4.4 (3,269)](https://www.capterra.com/p/120109/Xero/reviews/) Starting Price $47.88 Flat Rate, Per Year Starting Price $25 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.9 (460) Ease Of Use 4.4 (7,619) Value For Money 3.7 (371) Value For Money 4.2 (6,536) Customer Service 3.5 (332) Customer Service 4.0 (6,240) ## Quicken alternatives Quicken may not suit teams seeking deeper automation, broader integration options, or a more modern interface for managing complex financial workflows. Explore other accounting tools that better align with your business priorities. [4.2 (1,991)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing [4.3 (606)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing [4.2 (1,291)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month [4.3 (2,238)](https://www.capterra.com/p/380/Concur-Expense/reviews/) Starting price Contact vendor for pricing [View all alternatives](https://www.capterra.com/p/151854/Quicken/alternatives/) ## Who uses Quicken? Based on Capterra reviews from the past 4 years Talk to a software expert to get a free software list tailored to your business needs ## Pros and Cons Comprehensive budgeting features 90% positive reviews out of 41 Most reviewers find budgeting tools effective for tracking expenses, organizing finances, and planning future spending. Joy H Director, 11 - 50 employees. "It helps us keep our financial information organized in one place which makes it easier to make sure we are on track with our budget." Costly and unreliable bill payment 52% negative reviews out of 61 Some reviewers indicate bill payment requires annual fees, frequent upgrades, and suffers from setup problems and missing transactions. Versatile accounting platform 90% positive reviews out of 30 Most reviewers indicate accounting features are adaptable, supporting both personal and business bookkeeping with ease. Laurie O office manager, 2 - 10 employees. "It has helped streamline our business and has been so efficient in our accounting needs" Frequent technical glitches 84% negative reviews out of 43 Most reviewers describe recurring bugs, account errors, and frustrating troubleshooting that interrupt regular use and reconciliation. Streamlined tax preparation tools 96% positive reviews out of 24 Most reviewers describe tax reporting as straightforward, highlighting helpful reports and easy export for accountants. David M Disabled Tech Blogger, 1 employee. "I like the updated tax tables and current regulatory database for up-to-date tax prep tax schedules and deductions." Problematic software update process 71% negative reviews out of 31 Most reviewers report software updates introduce bugs, require frequent upgrades, and disrupt existing features or workflows. James K Treasurer, 2 - 10 employees. "There are glitches with some of the updates which messes up the check register." ## Quicken's interface Quicken’s interface is structured for simplicity, with a toolbar layout that supports basic navigation and budgeting tasks. While many users find it easy to categorize expenses and generate reports, others mention that the design feels dated and lacks visual clarity for more complex workflows. 1+ Preksha Buttan Reviewers often highlight how Quicken’s single-entry setup and straightforward menus help simplify routine tasks like expense tracking and bill payments. However, those managing multiple accounts or needing deeper customization may find the interface slows down decision-making. Ease of Use 3.9 (460) 3.9 Based on 460 reviews ## Key features View by: These features have been rated as most important by users based on their reviews. View by: Get Advice We can help you find the software with the features you need. Preksha Buttan Quicken’s top-rated features simplify financial tasks like tracking expenses, managing ledgers, and generating reports. Customizable accounts and reports offer flexibility for small business workflows without requiring deep accounting expertise. Features 3.9 (459) 3.9 Based on 459 reviews The Quicken features below were rated the highest by reviewers. Our commentary is based on reviewer sentiment and collective feedback from all time-published reviews. Financial management 4.0 (33) 33 reviewers rated this feature Enables users to manage multiple accounts, including investment profiles, while keeping vendor data organized for timely bill payments. Integration with other tools supports accurate transaction updates and financial visibility. Expense tracking 3.9 (65) 65 reviewers rated this feature Helps categorize and monitor expenses in real time, supporting budgeting and tax prep. Reviewers highlight the ability to generate custom reports by vendor or category and track spending across multiple levels. General ledger 3.8 (52) 52 reviewers rated this feature Supports daily bookkeeping with customizable charts of accounts and detailed income and expense breakdowns. Reviewers note its ease of use for non-accountants and value its filtering and reconciliation tools. Financial reporting 3.8 (60) 60 reviewers rated this feature Offers a range of report templates for budgeting, tax prep, and financial statements. Users value the ability to customize and save reports. Projected cash flows 0 reviewers rated this feature Helps users forecast future income and expenses based on historical data and scheduled transactions. This feature supports proactive budgeting and financial planning by surfacing potential shortfalls or surpluses. Schedule C, E, and F tax reports 0 reviewers rated this feature Generates IRS-ready reports for sole proprietors, rental property owners, and farmers. These reports simplify tax prep by organizing income and expenses into the correct categories for each form. Custom invoices with payment links 0 reviewers rated this feature Enables users to create branded invoices with embedded payment options. This streamlines billing workflows and improves cash flow by making it easier for clients to pay directly. Morningstar® Portfolio X-ray® tool 0 reviewers rated this feature Offers investment analysis by breaking down asset allocation, sector exposure, and risk. This tool helps users assess portfolio diversification and make informed decisions. All key features (44) Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities 52.94% of 17 reviewers that rated this feature as important or highly important Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. 100.00% of 3 reviewers that rated this feature as important or highly important Track money owed to a company's creditors/suppliers 15.79% of 19 reviewers that rated this feature as important or highly important Track outstanding invoices and the money owed from clients 39.29% of 28 reviewers that rated this feature as important or highly important Tools for the systematic analysis of various types of data or statistics 0% of 0 reviewers... Manage the process of evaluating documents or requests submitted for approval 33.33% of 6 reviewers that rated this feature as important or highly important This aspect lets you create and send invoices and bills efficiently. Some users say invoicing is simple and user-friendly, but others feel Quicken lacks advanced billing capabilities and prefer using dedicated software like FreshBooks. 50.00% of 54 reviewers that rated this feature as important or highly important Create budgets based on historical data and future projections 83.33% of 6 reviewers that rated this feature as important or highly important Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period 100.00% of 3 reviewers that rated this feature as important or highly important Process to evaluate a person's creditworthiness and their ability to manage debt and make timely payments 33.33% of 3 reviewers that rated this feature as important or highly important Enables users to create branded invoices with embedded payment options. This streamlines billing workflows and improves cash flow by making it easier for clients to pay directly. 0 reviewers rated this feature Reports that show customers their invoices, payments, and balance on the account 100.00% of 1 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location 100.00% of 1 reviewers that rated this feature as important or highly important Helps categorize and monitor expenses in real time, supporting budgeting and tax prep. Reviewers highlight the ability to generate custom reports by vendor or category and track spending across multiple levels. 65 reviewers rated this feature Enables users to manage multiple accounts, including investment profiles, while keeping vendor data organized for timely bill payments. Integration with other tools supports accurate transaction updates and financial visibility. 33 reviewers rated this feature Offers a range of report templates for budgeting, tax prep, and financial statements. Users value the ability to customize and save reports. 60 reviewers rated this feature Used by property managers 0% of 0 reviewers... Designed for small businesses 76.19% of 21 reviewers that rated this feature as important or highly important Form predictions based on past and present data/trends 47.83% of 23 reviewers that rated this feature as important or highly important Supports daily bookkeeping with customizable charts of accounts and detailed income and expense breakdowns. Reviewers note its ease of use for non-accountants and value its filtering and reconciliation tools. 52 reviewers rated this feature Create invoices from scratch or have recurring invoices 66.67% of 3 reviewers that rated this feature as important or highly important Creation, processing, verification, and execution of invoices till the payment is made 72.73% of 11 reviewers that rated this feature as important or highly important Monitor the process of lease agreements 0.00% of 2 reviewers that rated this feature as important or highly important Manage, maintain and track the performance of assets and equipment 0% of 0 reviewers... Access software remotely via mobile devices 71.43% of 7 reviewers that rated this feature as important or highly important Access the system via a mobile application 0% of 0 reviewers... Offers investment analysis by breaking down asset allocation, sector exposure, and risk. This tool helps users assess portfolio diversification and make informed decisions. 0 reviewers rated this feature Manage, track & record the usage and occupancy of physical spaces such as apartments, offices or meeting room 0% of 0 reviewers... Accept and process online payment transactions 33.33% of 3 reviewers that rated this feature as important or highly important Helps users forecast future income and expenses based on historical data and scheduled transactions. This feature supports proactive budgeting and financial planning by surfacing potential shortfalls or surpluses. 0 reviewers rated this feature Add, view, and edit details of all properties managed by an agency that are available for sale or rent 0% of 0 reviewers... Upload, track, and submit receipts in a central database 51.22% of 41 reviewers that rated this feature as important or highly important A list of customers and their payments due updated on a monthly basis 0% of 0 reviewers... Generate recurring invoices 42.86% of 7 reviewers that rated this feature as important or highly important Automated process of charging customers at regular intervals for repeated access or use of a product or service 58.33% of 12 reviewers that rated this feature as important or highly important Collect payments from tenants via online or offline mode, create recurring schedules and send reminders 0% of 0 reviewers... Tracking previous payments, the next due payment and regularity in monthly rent collection from tenants 0% of 0 reviewers... Collection, analysis, and representation of numerical data and generation of reports to understand various patterns 100.00% of 3 reviewers that rated this feature as important or highly important Generates IRS-ready reports for sole proprietors, rental property owners, and farmers. These reports simplify tax prep by organizing income and expenses into the correct categories for each form. 0 reviewers rated this feature Quicken offers helpful tools for organizing tax-related data, generating reports, and tracking deductions. Some reviewers find it easy to prepare tax documents and share them with professionals, while others report increased workload and limited support for depreciation schedules. 56.86% of 51 reviewers that rated this feature as important or highly important Managing renters, rent payments, maintenance workflows & documents. 0% of 0 reviewers... Handle activities like room booking, rent processing, lease agreement management, and client communication 75.00% of 4 reviewers that rated this feature as important or highly important Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. 100.00% of 2 reviewers that rated this feature as important or highly important SaaS, web-based, online deployment 0% of 0 reviewers... Get Advice We can help you find the software with the features you need. Preksha Buttan Quicken’s top-rated features simplify financial tasks like tracking expenses, managing ledgers, and generating reports. Customizable accounts and reports offer flexibility for small business workflows without requiring deep accounting expertise. Features 3.9 (459) 3.9 Based on 459 reviews ## Pricing Value for money 3.7 (371) Quicken Simplifi starts at $5.99 per month, billed annually. This flat-rate model is significantly lower than the average SMB budget of $100 per user, per month. Pricing does not scale by seat count, making it suitable for solo users or small teams with centralized finance needs. [View pricing plan details](https://www.capterra.com/p/151854/Quicken/pricing/) Classic Starter $47.88 Flat Rate,Per Year It includes: - Connect all of your banking and credit card accounts - Automatically download & categorize your spending - Create a simple monthly budget - View & track bills Quicken Simplifi $71.88 Flat Rate,Per Year It includes: - Works with any budget style - Spending, income, savings, and net worth, along with extensive customization - Performance over time, cost-basis, real-time quotes - Projected cash flows - Real-time alerts - Watchlist to monitor spending - Credit score tracker - Customizable interface - Free guided onboarding, phone & chat support Classic Deluxe $71.88 Flat Rate,Per Year It includes: - Manage & reduce debt - Create a secure retirement - Create multiple budgets Classic Premier $95.88 Flat Rate,Per Year It includes: - Investing tools - Built-in tax reports - Reconcile to the penny - Track & pay bills in Quicken - Set budgets, manage debt, create a retirement plan Quicken Business & Personal $95.88 Flat Rate,Per Year It includes: - Manage business & personal finances in one app - Track cashflow with smart reporting features - Use invoicing tools to get you paid faster - Make tax time easier with built-in Schedules C&E Classic Business & Personal $131.88 Flat Rate,Per Year It includes: - Manage business, rental & personal finances - Optimize for taxes - Keep documents organized - Reports: P&L, cash flow, tax schedules, and much more Value for money 3.7 (371) 3.7 Based on 371 reviews ## Integrations Quicken connects with native and third-party financial tools, including banking and investment platforms. These integrations streamline transaction imports, enable real-time updates, and support asset management workflows. Popular integrations [ Zillow Rental Manager](https://www.capterra.com/p/209701/Zillow-Rental-Manager/) Preksha Buttan Senior Content Analyst Linking Quicken with your bank and investment accounts helps your finance lead reduce manual entry, sync real-time balances, and centralize reporting—especially useful for SMBs managing both personal and business finances. Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 3.5 (332) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.5 (332) 3.5 Based on 332 reviews ## User reviews Overall rating 3.9 Based on 461 reviews Filter by rating 5(177) 4(163) 3(50) 2(31) 1(40) Mentioned topic Sorted by most recent RH Rod H. Civil Engineer III Civil Engineering ### "Quicken Software Review" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 March 30, 2026 If you are only looking for a software to figure net worth excel software has templates already setup for free. If looking for comprehensive finance management then this software is work you will need. Pros The ability of the software to connect and track individual stock prices with out having all your personal information in the cloud. Cons The software has went from buying the software once to having pay for an annual subscription. The software is limited on the phone app. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Owner Real Estate ### "Budgeting and bill payment " 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 February 15, 2026 Good. I use it everyday and find it very useful. I use it for day to day as well as monthly bill pay and budgeting. I use it on the business and professional level. Pros That evening is organized,there are many options,categories and graphics showing your budget,balances etc. Cons Glitches. Sometimes, when there's an update, it does not automatically pull the data. I have found that happens and i dint enen know it. Updates from the bank or credit cards dont happen. This can be days weeks or months that you miss pending.On how much time has lapsed since you realized it.And then you have to put things in manually. Switched from [QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/) Easier to use more seamless more customizable. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Patricia M. Designer Arts and Crafts ### "Best for Small Business" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 12, 2026 I am very impressed and excited about using this tool. As a small business owner, it is very helpful for my operation Pros quicken is very secured and the customer support is top tier, it is what all small business operation needs to process payment Cons you can only access it online so if you are not connected, it can slow down the process of making payments Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Director Defense & Space ### "Good but they make not impossible to transition" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 December 29, 2025 This is still the universal standard, new capabilities and plenty of opportunities to customize but expensive and hard to transition from Pros This is still the go to bill keeping and invoice tracking software for us, it has new features like send auto reminders that level it up Cons It’s expensive for the lowest tier service and if you ever try to transition away they make it hell to get your data Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BB Bruce B. CEO Financial Services ### "2 decade happy user" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 24, 2025 I’ve used for 20 years and would not change unless a better product comes along. I have not seen any better alternatives yet. Pros Daily updates of transactions and values gives me a good idea of my finances and give me peace of mind Cons Somewhat antiquated and website doesn’t work well. I still use the desktop application which works well but an online experience would be nice Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RD Raegan D. Owner, Bookkeeper Accounting ### "Super Useful for Family Finances & Budgets" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 30, 2025 I use Quicken to aggregate all my personal financial accounts so I can quickly work my family budget. I no longer have to log into several different sites to see current balances or recent transactions. I also like that you can manually add assets that are paid in full already to give true net worth estimates. Pros I love that I can access Quicken Simplifi via the app on my phone or via the website. I also really appreciate that my bank, credit card, and liability accounts can all be linked so the data is aggregated into Quicken for me. Cons The only con I have is that some accounts that require authentication or regular password changes get disconnected from the app because of this. Not really a fault of the software but still an inconvenience. Switched from [Mint](https://www.capterra.com/p/213530/Mint/) Mint.com was shut down in 2024 leaving users forced to find an alternative. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Principal Investment Management ### "Quicken, my experience." 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 September 4, 2025 Have used it for many, many years. Would love to see them develop the program further with Android full suit access. Pros Reliability Ease of transaction entry Charts and graphs, downloads of transaction, property and debt calculations. Cons Web access is not the best. Software seems to work best when on main computer, not remotely. Web App is very basic. Alternatives considered [eMoney Advisor](https://www.capterra.com/p/119135/emX/) Reasons for choosing Quicken Familiarity of product and commonality of users. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Freelance audio typist Non-Profit Organization Management ### "A good starting point, but if I expand much I will replace it." 2.0 Overall Rating 2.0 2.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 4/10 August 9, 2025 If you can't afford/don't want to have an accountant and have a small business with not too many payments/invoices to keep track of, this can be a good option. If you are larger scale, it's not quite enough for me. Pros I like having all my income streams in one place and being able to create rudimentary invoices (although I prefer another platform to be honest). Cons Some useful features are tied to certain payment tiers, which can be frustrating if I'd like them but not use them often enough to make it worth paying for. I had some data sync issues from time to time. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SB Susana B. Veterinarian Veterinary ### "Quicken: Great Value, Continues to Add Functionality" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 August 8, 2025 I have been using Quicken for over 20 years, and I have found it extremely helpful in managing my expenses, tax filings, and keeping records (invoices, receipts) safely stored. Pros Quicken's user interface is extremely intuitive as it follows the format of a checkbook register. The categorization and reporting allows me to easily find past expenses, and finalize IRS tax preparation at a click of button! I loved it when Quicken added tags, so I can be as detailed as possible without being forced to add subcategories. I had a very technical question on a process, and customer support answered promptly. Cons I understand the financial need to move to an annual fee, and the change to an online platform. However, I preferred the security of having only a desktop version and backing up my data on external hard drives. I also found that system more economical. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DB Dee B. Owner Real Estate ### "Using Quicken to manage your rental property" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 June 15, 2025 Makes managing my rental property a breeze. You can download most of your transaction from both banks and cards. With little work you can categorize each transaction (create custom categories) on your own time. At any time, you can create a "Custom Report" to see if all the tenants have paid their rent or see what you have spent in the last year on any unit. Great tool!!!! Pros Makes tax time easy! Makes managing my rental property a breeze. You Can easily create custom reports to analyze your fanatical situation. Cons It takes a bit of time to customize the categories to be able to create simple reports to find the information that you need, but when you are done the time was well worth the effort! Alternatives considered [QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/) Reasons for choosing Quicken Ease of use, ability to customize to my situation and ability to like to my bank and cards Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/151854/Quicken/reviews/) ## FAQs Yes. Quicken is offered as a subscription, which includes regular updates, new features, and access to online services like bank syncing and mobile access. You’ll always have the latest version during your membership term. Yes. Quicken stores your data locally on your computer. Cloud syncing is optional and only required if you want to use Quicken Mobile or Quicken on the Web. Yes. The Business & Personal plan lets users manage both personal and business finances separately. It includes tools for invoicing, tax reports, and rental property tracking. Yes. You can install Quicken on multiple computers within the same household. Each installation is tied to your Quicken ID, but sharing data files across cloud drives is not recommended. No. Quicken does not offer a trial version, but it does provide a 30-day money-back guarantee if you’re not satisfied after purchase. Yes. Quicken runs on both platforms, but some business features—like rental property tracking and advanced tax tools—are exclusive to Windows. Check compatibility before purchasing if your team relies on those tools. Yes. Quicken will prompt you to convert your existing data file during installation. Files created before 2010 may require an intermediate version for conversion. Quicken on the Web is a companion interface that syncs with your desktop version. It allows you to view transactions, monitor investments, and manage finances from any browser. Yes. You can export register transactions to a CSV file from Quicken on the Web. This helps with external reporting or backup needs. Your access to Quicken features will stop unless renewed. You can manage renewal settings in your account dashboard, and subscriptions auto-renew at the current retail price. ### Have more questions? Connect with one of our advisors for a free consultation and save time in your software search. ## Sources - **Capterra reviews data:** Capterra reviews are collected from verified users for individual software products. [Learn more about how we source our data](https://www.capterra.com/resources/proprietary-data-research/). - **Capterra Shortlist:** Capterra Shortlist identifies the top products in our software categories based on a proprietary blend of user ratings and popularity. [Read the complete methodology here](https://www.capterra.com/resources/proprietary-data-research/#capterra-shortlist-methodology). - This product information came from Quicken’s own online content in September 2025, including the product's website and its social media channels. ## Related reading ### [7 Top-Rated Accounting Software](https://www.capterra.com/resources/top-accounting-software/) Published April 20, 2023 by [Preksha Buttan](https://www.capterra.com/resources/author/pbuttan/) ### [5 Top-Rated Accounting Software for Small Businesses](https://www.capterra.com/resources/5-most-reviewed-small-business-accounting-software-solutions/) Published February 23, 2023 by [Barkha Bali](https://www.capterra.com/resources/author/bbali/) ### [3 Benefits and Challenges of Modern Accounting Solutions Over Manual Methods](https://www.capterra.com/resources/benefits-of-accounting-software/) Published August 23, 2024 by [Amita Jain](https://www.capterra.com/resources/author/ajain/) and [Rina Rai](https://www.capterra.com/resources/author/rina-rai/) ### [What Is Accounting Software? Learn the Basics of Selecting From Different Options](https://www.capterra.com/resources/what-is-accounting-software/) Published July 1, 2024 by [Amita Jain](https://www.capterra.com/resources/author/ajain/) and [Rina Rai](https://www.capterra.com/resources/author/rina-rai/) ### [The Most Valued Accounting Software Features by Business Size](https://www.capterra.com/resources/accounting-system-features-by-size/) Published July 18, 2023 by [Amita Jain](https://www.capterra.com/resources/author/ajain/) Popular comparisons [QuickBooks Online vs Quicken](https://www.capterra.com/compare/151854-190778/Quicken-vs-QuickBooks-Online)[QuickBooks Enterprise vs Quicken](https://www.capterra.com/compare/151854-174984/Quicken-vs-QuickBooks-Enterprise)[Xero vs Quicken](https://www.capterra.com/compare/120109-151854/Xero-vs-Quicken)[QuickBooks Desktop vs Quicken](https://www.capterra.com/compare/151854-212058/Quicken-vs-QuickBooks-Desktop-Pro)[NetSuite vs Quicken](https://www.capterra.com/compare/135757-151854/NetSuite-vs-Quicken)[Sage Intacct vs Quicken](https://www.capterra.com/compare/76-151854/Intacct-vs-Quicken)[QuickBooks Online Advanced vs Quicken](https://www.capterra.com/compare/151854-189398/Quicken-vs-QuickBooks-Online)[FreshBooks vs Quicken](https://www.capterra.com/compare/142390-151854/FreshBooks-vs-Quicken)[Sage Accounting vs Quicken](https://www.capterra.com/compare/151854-168740/Quicken-vs-Sage-One-UK)[Wave vs Quicken](https://www.capterra.com/compare/151854-178021/Quicken-vs-Wave-Apps) [Odoo vs Quicken](https://www.capterra.com/compare/135618-151854/Odoo-vs-Quicken)[Sage 50 Accounting vs Quicken](https://www.capterra.com/compare/151854-174753/Quicken-vs-Sage-50cloud)[TallyPrime vs Quicken](https://www.capterra.com/compare/127762-151854/Tally-ERP-9-vs-Quicken)[Patriot Accounting vs Quicken](https://www.capterra.com/compare/141644-151854/Patriot-Accounting-vs-Quicken)[SAP Concur vs Quicken](https://www.capterra.com/compare/380-151854/Concur-Expense-vs-Quicken)[AvidXchange vs Quicken](https://www.capterra.com/compare/144102-151854/AvidXchange-vs-Quicken)[Zoho Books vs Quicken](https://www.capterra.com/compare/151854-163115/Quicken-vs-Zoho-Books)[Zoho Invoice vs Quicken](https://www.capterra.com/compare/151854-163114/Quicken-vs-Zoho-Invoice)[Accounting Seed vs Quicken](https://www.capterra.com/compare/133966-151854/Accounting-Seed-vs-Quicken)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)