| Quicken (2024)

Table of Contents
Starter Our most basic plan for organizing your finances. See all your accounts in one place Create a simple, monthly budget Categorize your expenses automatically Syncs with the Quicken web & mobile companion apps Deluxe Our most popular plan for taking control of your finances and investments See all your accounts in one place Create a customizable 12-month budget Get robust financial planning tools that help you save Track your money however you want Syncs with the Quicken web & mobile companion apps Home & Business Our all-inclusive plan for your personal, business, and property investment needs Separate & categorize business & personal expenses Contains everything you need to manage your small business finances Grow your business with the tracking and reporting tools you need Generate business-related tax schedules for your accountant in just a few clicks Syncs with the Quicken web & mobile companion apps Frequently Asked Questions What’s the difference between Quicken and Simplifi? Can you export your Quicken data to Simplifi or your Simplifi data to Quicken? Can you import transactions into Quicken products? Can I try Quicken products? How do I know my data is secure? Can I use Quicken products outside of the U.S.? Can you share an account with another user? Can I use Quicken products on more than one computer? Does Quicken have a web app? What are the system requirements? How are Quicken products different from other personal finance apps? Not finding the answer you’re looking for? FAQs

New members save 40% on Quicken

New members save 40% on Quicken & 50% on Simplifi!

New members save 10% on Quicken & 50% on Simplifi!

Find the best product for you

Starter

Organize your basic finances

$34.99 10% off per month $34.99

Billed annually

MOST POPULARDeluxe

Manage your finances

$62.99 10% off per month $62.99

Billed annually

Home & Business

Manage home & business

$94.99 10% off per month $94.99

Billed annually

| Quicken (1)

Starter

Organize your basic finances

Deluxe

Manage your finances

Home & Business

Manage home & business

| Quicken (2)

Platforms

Starter

| Quicken (3)| Quicken (4)Desktop app

Deluxe

| Quicken (5)| Quicken (6)Desktop app

Home & Business

| Quicken (7)Windows onlyDesktop app
Manage your money anywhere Syncs with Quicken mobile companion app for iOS and Android, and Quicken web companion app
Free Quicken phone and chat support Premium Support

Manage spending & savings

Automatic download of all transactions
Add manual accounts
Automatic categorization of income & expenses and define custom rules
Create custom income and expense categories
Create tags to group spending across multiple categories
Split transactions to track multiple categories
Manually review new transactions (optional)
Add notes & memos to transactions
Create custom savings goals

Budgeting

Create a 1-month budget
Budget for savings goals
Budget transfers to other accounts
Suggestions based on spending history
Create multiple budgets
Rollover budgeting
Calendar/fiscal year budgeting

Track income, expense, debt, mortgage & investments

Checking, savings & credit card accounts
Loans, assets & brokerage accounts
RESP and custodial accounts
Retirement: RRSP & TFSA
Track home value
Track net worth

Bill management

Manually track & add bills & subscriptions
Projected balances

Taxes

Track tax-related spending & income transactions
Detailed tracking of taxable & tax-deferred accounts
Track investing gains & create Schedule D tax reports
Schedule B
T1 form

Investments

Add investment accounts
Track complete portfolio across financial institutions
Download security prices and history
See changes in portfolio value over time
Customize your portfolio view to meet your investment needs
Automatic download of security prices every 15 minutes

Reporting

Banking reports
Net worth reports
Comparison reports
Spending reports
Basic tax reports
Advanced tax reports
Investing reports
Business reports

Business

Categorize & separate personal & business income/expenses
Track business income with expenses with CRA categories
Track accounts payable, accounts receivable, P&L & Cash Flow
Generate business-related tax schedules for your accountant
Track income & expenses across multiple businesses

Starter

$45.99 10% off per month $34.99

Billed annually

Deluxe

$62.99 10% off per month $62.99

Billed annually

Home & Business

$94.99 10% off per month $94.99

Billed annually

* Windows only ** Mac only (1) © Zillow, Inc., 2006-2021. Use is subject to Terms of Use

Starter Deluxe Home & Business

| Quicken (8)

| Quicken (9)

Starter

| Quicken (10)

Start organizing your finances today with Quicken Starter. Try risk-free for 30 days.

Get Started

Our most basic plan for organizing your finances.

See all your accounts in one place

Track your banking and credit card accounts

Create a simple, monthly budget

Know how much you’re spending on what

Categorize your expenses automatically

Save time while tracking your expenses

Syncs with the Quicken web & mobile companion apps

| Quicken (11)

Deluxe

| Quicken (12)

Manage all of your finances and investments with Quicken Deluxe. Try risk-free for 30 days.

Get Started

Our most popular plan for taking control of your finances and investments

See all your accounts in one place

Manage and track your banking, credit card, debt, assets, and investments

Create a customizable 12-month budget

Plan your finances for the future

Get robust financial planning tools that help you save

Reduce expenses, save on interest, pay off debt faster, and more

Track your money however you want

Create your own tags to quickly see where your money is going

Syncs with the Quicken web & mobile companion apps

| Quicken (13)

Home & Business

| Quicken (14)

Take control of your personal and business finances with Quicken Home & Business. Try risk-free for 30 days.

Get Started

Our all-inclusive plan for your personal, business, and property investment needs

Separate & categorize business & personal expenses

Manage both personal and business finances in one place

Contains everything you need to manage your small business finances

Accounts Payable, Accounts Receivable, P&L, Cash Flow and more

Grow your business with the tracking and reporting tools you need

Invoices and bills automatically tracked as payables and receivables

Generate business-related tax schedules for your accountant in just a few clicks

Tax support for your small business.

Syncs with the Quicken web & mobile companion apps

| Quicken (15)

Frequently Asked Questions

What’s the difference between Quicken and Simplifi?

While Simplifi and Quicken offer many similar abilities, such as automatically downloading and categorizing transactions, there are a few critical differences between the two.

The most notable difference is that Simplifi is a web and mobile app, meaning there isn’t a desktop application that needs to be installed. Instead, you can access Simplifi through any supported web browser or download the Simplifi Mobile App to use on your mobile device.

Simplifi is not the mobile version of Quicken — it's an entirely different personal finance app, designed for web and mobile, and is available to use on iOS, Android, and web platforms.

By comparison, the Quicken Mobile app offers mobile access to Quicken data for Quicken subscribers, and the Quicken Web app lets Quicken subscribers access their Quicken data from any computer with an internet connection. You have to be an existing Quicken desktop user in order to access the Quicken companion apps.

For more information on the differences between Quicken and Simplifi, you can see our Plans & Pricing chart or read this support article.

Can you export your Quicken data to Simplifi or your Simplifi data to Quicken?

Both Quicken and Simplifi let you export your transaction history so you can have a picture of your income and expenses.

Can you import transactions into Quicken products?

Of course! For Quicken users, follow these Quicken import instructions. For Simplifi users, follow these Simplifi import instructions.

To download new data automatically you will need to connect your account in the product you wish to continue using.

Can I try Quicken products?

You can try Quicken products for 30 days with our money-back guarantee.

How do I know my data is secure?

The privacy and security of your financial data is a top priority at all times. Quicken Inc. has been trusted by millions for our continually improving security measures for over 3 decades. We securely transmit data from your bank servers using robust 256-bit encryption. The information downloaded from your banks is confidential and used only to update your accounts.

Can I use Quicken products outside of the U.S.?

Simplifi is for the U.S. only. Quicken products are intended for U.S. and Canada subscribers since we are only able to support banks from these regions at this time. For more information on Canadian products, please visit our Quicken Canada site.

Can you share an account with another user?

For Simplifi users, you can share your finances with a spouse or significant other, an accountant, or even a friend, without sharing your login credentials. You can share your Space with one additional member who will have full read and write access to your Simplifi data.

Each member will need to create their own Quicken ID and password if they do not already have one. However, an additional Simplifi subscription is not required — just an invite from you! You need to use the web version to send out invitations and manage user access. Once they’ve accepted your invitation, they can use Simplifi on mobile or on the web.

Unfortunately, this feature is not available for Quicken products.

Can I use Quicken products on more than one computer?

Yes. You can install Quicken on as many computers as needed in the same household. Each installation will be registered to your Quicken ID. For more information, check out this support article.

Does Quicken have a web app?

Yes!

Simplifi is built for both web and mobile so you can stay on top of your money from anywhere.

Quicken also includes Quicken on the Web, a companion browser experience to your desktop Quicken products. For more information on Quicken on the Web, check out this support article.

What are the system requirements?

For Simplifi, all you need is an up-to-date browser or smartphone with internet access.

For Quicken Windows, Quicken Mac, Quicken Mobile, and Quicken on the Web requirements, check out the Quicken System Requirements.

How are Quicken products different from other personal finance apps?

At Quicken, Inc., we’re committed to helping you manage your finances with the best personal finance management solutions in the US and Canadian markets. We stand above our competition with the most comprehensive and customizable tools available to help you reach your financial goals with confidence, and we back that commitment with a 30-day, money-back guarantee on all of our products.

  • COMPREHENSIVE: Quicken’s suite of personal finance plans can help you take control of your spending, savings, debt, retirement, investments, and even your business and real estate rentals. Get a consolidated view of all your finances in a dashboard that’s clean, simple, and easy to understand.
  • CUSTOMIZABLE: See your finances the way you want to. Our built-in features let you customize just about anything — categories, limits, tags, notifications, reports, budgets, and more — for the ultimate control over your finances in a solution that’s tailor-made just for you.
  • TRUSTED: Over 20 million members have trusted Quicken for more than 35 years to plan and grow their finances.

Not finding the answer you’re looking for?

Check out support to find it!

Quicken Support

| Quicken (2024)

FAQs

Why is Quicken slow? ›

If Quicken runs slowly when updating your accounts

There may be hidden accounts in the data file that are still trying to update. To view and Deactivate hidden accounts: Go to Tools > Account List (or Ctrl + A). Select the Show Hidden Accounts checkbox at the bottom of the Account List.

How do I optimize Quicken? ›

Are there any Windows settings that can improve Quicken's performance?
  1. Improve Graphics Settings. Let's start with graphics settings. ...
  2. Disable Malware Scanning. If you are willing to take a little risk, you can disable malware scanning of Quicken's files. ...
  3. Raise Process Priority. ...
  4. Good Luck!
Jan 10, 2024

How do I get help with Quicken? ›

The Quicken Support phone number is 650-250-1900. Phone support is available from 5:00am PT to 5:00pm PT, Monday through Friday. To see current wait times, click here.

How do I start fresh in Quicken? ›

Click the File Menu, click New Quicken File. Follow instructions. Save the file to the same folder which holds your current Quicken data file, but do be sure to give it a new name. This way you will have your old data preserved in the (now old) data file.

How many people still use Quicken? ›

#1 best-selling with 20+ million customers over 4 decades.

Is it worth buying Quicken? ›

Overall, Quicken is a powerful and robust tool for managing your finances. If you want to understand your money and plan for the future, Quicken might be the right fit for you. With that being said, our verdict is that Quicken is likely to be the best fit only for entrepreneurs, small businesses, and the self-employed.

How often should I start a new Quicken file? ›

Most of us here recommend NOT starting a new year or file. Just keep going in your current data file. You can run reports for the just the year you want. It's better to leave all your data and history together in one file and it should not affect performance.

Do I have to upgrade Quicken every year? ›

Quicken Subscription is designed so that you never go through the upgrade process again. In addition to online banking, you'll automatically receive new Quicken features, versions, and services as part of your Quicken subscription, so you'll always have the newest product.

How do I clean up Quicken files? ›

To delete a data file

Quit the Quicken application. Go to the data file location and drag the file to the Trash (at the end of the Dock). If you have trouble locating your Quicken data file, refer to Learning about data files. This data file will remain in the Trash until you empty the Trash.

Is Mint better than Quicken? ›

Quicken has much more functionality and can grow with you over time. It's also better than Mint if you're a small business owner or are managing rental properties.

Can I still use an old version of Quicken? ›

if your subscription expired before that new update, you won't be able to open your Quicken file. Not to worry, you can still use the version of Quicken you had at the time your Membership expired to open your data files and, for Quicken Deluxe and above, continue to use Quicken in a manual mode.

Can I still buy Quicken without a subscription? ›

No. Quicken doesn't offer a perpetual license. I suppose that is because it is a consumer / retail program. You'll need to renew your subscription every year (although from time to time I believe that they offer subscriptions that may run longer than a year, but none are perpetual.

How do I manually use Quicken? ›

How do I manually enter a transaction?
  1. Open the account you want to use.
  2. In the account register, find the new transaction line. ...
  3. Change the Date if necessary.
  4. If this is a check, enter the check number in the Check # column. ...
  5. In the Payee column, indicate who receives this payment or gives you this deposit.

What does reset do in Quicken? ›

Resetting your Cloud data will erase your synced account information stored on our servers. That same data will become immediately inaccessible on your mobile devices, and all of the alerts you've set up using these accounts will stop.

How to do an end of year in Quicken? ›

Instructions
  1. Choose File menu > Copy or Backup File.
  2. Select Create a year-end archive and click Next.
  3. In the Current Data File area, select an option: ...
  4. In the Archive Data File area, enter the name and location of the archive file. ...
  5. Click OK.
  6. In the File Archived Successfully window, select Current File.
Jan 8, 2024

How much memory do I need for Quicken? ›

Computer: 1 GHz or higher. Operating System: Minimum Windows 7, 8/8.1, or 10. Memory: Minimum 1 GB Memory.

Why is Quicken not updating transactions? ›

If this issue occurs frequently

In the affected account, click the Settings icon in the bottom right corner of the screen. Go to the Downloads tab and, under Transaction Downloads, confirm Download all available transactions is enabled.

Why is Quicken not loading? ›

Try to open Quicken in Silent Mode (opening the program without opening a data file to view). To do this: Click the Start button and find Quicken. If Quicken opens, there may be an issue with the data file that is keeping it from allowing Quicken to open properly.

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