How Do I Manage My Quicken Subscription? (2024)

Overview

Quicken offers the ability to change your subscription tier to one that better suits your needs. You can do this by upgrading or downgrading your subscription.

Important: Updates and upgrades are different.

• Updates are automatic,improve program functionality, and fix known bugs.
• An upgrade puts your subscription at a higher tier with more features.

Upgrade

Upgrading will add a new set of features that aren't included in your current subscription tier.

Things to know:

• You can upgrade at any time during your subscription term,but no more than once every 30 days.
• When youupgrade, the prorate for your original subscription value is added on as additional time to the new subscription.
• You can redeem an activation code in a retail copy to upgrade your subscription once every 30 days.

Instructions:

You can upgrade your Quicken membership in theMy Accountsection of Quicken.com.

1. Log in with your Quicken ID (email address).
2. On the left, selectSubscriptions.

3. Select Manage Subscription. If the option isn't available, click Resume Subscription, then Manage Subscription.
4. SelectChange Plan.

5. In the Change Plan page, select which subscription tier you wish to upgrade to.
6. Enter your payment information and complete the order.

After completing the order, open Quicken and select Help > Check for Updates. This will ensure the upgrade takes effect immediately.

Downgrade

Downgrading your subscription will lower your subscription tier and leave only the features available in that lower tier.

Things to know:

• A downgrade can only be made in the last six months of a subscription term.
• A downgrade does not prorate. The current membership plan will expire on the original expiration date and the new downgraded plan will begin after that.
• If a subscription is downgradedfrom a tier that includes free Quicken Bill Manager (Premier and Home & Business on Windows, or Premier on Mac) to Deluxe or Starter, you will no longer be able to use Quick Pay or Check Pay.

Instructions:

You can downgrade your Quicken membership in theMy Accountsection of Quicken.com.

1. Log in with your Quicken ID (email address).
2. On the left, selectSubscriptions.

3. SelectManage Subscription.
4. SelectChange Plan.

5. Follow the on-screen prompts to complete the change.

Extend

A membership can only be extended in the last six months of a subscription term. You can extend a subscription term by redeeminganactivation code in aretail copy.However, this also can only be donein the last six months of your current subscription term. Therefore, multiple terms cannot be purchased and used at once to extend a membership. Retail purchases: Activation codes are good for one year after purchase.

Quicken subscriptions extendat thecurrent subscription price. For subscription pricing information, click here.

Update Payment Method

You can change the payment method foryour Quicken membership in theMy Accountsection of Quicken.com.

1. Log in with your Quicken ID (email address).
2. On the left, selectSubscriptions.

3. SelectManage Subscription.
4. SelectUpdate Payment.
5. In the Set up payment method screen, enter your new payment information.
6. Click Save Billing.

Renewal

Your Quicken membership is set to auto-renew when it expires, so you don't experience any disruption in your Quicken services.

If you're signed up for auto-renew, you don't need to take any action; you will be notified of the auto-renewal, and your credit card on file will be charged on your expiration date.

If you're not signed up for auto-renew, six months prior to your membership renewal date, you'll be able to purchase your membership renewal at Quicken.com.

Quicken subscriptions are renewed at thecurrent subscription price.For subscription pricing information,click here.

Refund

The Subscription Release of Quicken has a 30-day money back satisfaction guarantee. You can receive a full refund of the purchase price, not including shipping and handling fees, for any reason within 30 days. You are also entitled to a refund within 30 days of auto-renewal of your Quicken membership. For more information,click here.

Instructions for purchases from a retailer (not Quicken.com) – a boxed version or download

1. Purchase the Quicken version you want to use.
2. Get your activation code. If you purchased a download of Quicken, you'll receive this in an email; if you purchased a CD/Disc, the activation code will be printed in the box.
3. Open Quicken.
4. Go toHelp > Enter Activation Code(Windows) orQuicken > Enter Activation Code(Mac)

Windows Mac

5. ClickBegin Activation.

6. Enter your product key then clickActivate Membershipto complete activation.

After you enter the product activation code, Quicken will open and you will see your new membership end date underHelp > About Quicken(Windows) orQuicken > About Quicken(Mac).