Quicken Subscription Membership FAQs (2024)

Overview

You may have questions before and after you purchase Quicken Subscription. Here are some answers to frequently asked questions about subscription membership.

Please note that while Quicken is now a subscription product, it has not changed to a web-hosted/cloud-basedproduct. Quicken will remain a desktop program and your data will continueto be stored on your computer. Quicken has a cloud sync featureif you would like to use the Quicken Mobile App or Quicken on the Web, but this is optional. If you would like more information on the Quicken Cloud, click here.

Video: Everything you need to know about your Quicken Subscription

Frequently Asked Questions

Before you purchase

Is there a trial version of Quicken Subscription? I’d like to try it out.
There is no trial version of Quicken, but we do have a 30-day money-back guarantee.

Is Quicken a subscription product?
Yes. The subscription is designed so that you never go through the upgrade process again. In addition to Online Services, such as downloading transactions from your bank or syncing to your mobile device, you’ll also automatically receive new Quicken features, versions, and services as part of your Quicken subscription, so you'll always have the newest product. We no longer offer non-subscription versions of Quicken.

How much does Quicken cost? How much will renewing my membership cost?
To see our entire product lineup, including features and cost, please see our . A Quicken membership will be renewed at the current retail price. We do not anticipate any significant cost increase.

How long can I extend my membership plan?
A membership can only be extended in the last six months of a subscription term. Therefore, multiple terms cannot be purchased and used at once to extend a membership. Retail purchases: Activation codes expire 24 months after being generated.

Is Quicken a web-based product? Do I need an internet connection to use it?
Like previous versions of Quicken, the Quicken Subscription product is installed on your local computer system; Quicken is not hosted on the cloud. You'll use the internet to access and download your online banking transactions. You'll also need access to the internet to activate your Quicken product and to receive the latest product updates. After you activate your product, you can enter transactions manually, offline. If you would like more information on Quicken's companion Web app, Quicken on the Web, click here.

What is the Quicken Premium Support plan? How do I access it?
Quicken Premier and Home & Business include access toour special ‘skip the line’ access to customer support. To access your Premium Support plan phone number, you can review the information in your purchase verification email, or log in to your Quicken.com account (the Premium Support phone number is listed in the upper right of the My Account page).

What are the system requirements for Quicken Subscription?
You can see the system requirements for the Windows and Mac products here.

Can I still get a CD copy?
CD copies of Quicken are still available at retail locations. You can also add a CD copy when ordering from our website for $3.95 by selecting the Backup Disc option when placing your order. CD orders placed through our website may take 10-15 days to arrive. Please note, the CD copy is not necessary for installation as Quicken can be downloaded and installed directly from our website. The CD does not contain the Quicken program itself, it simply guides you to Quicken.com to download the program.

Do I need to buy a subscription membership?

Idon’t use online banking, do I still need to buy a subscription membership?
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. To provide you with these new features, a subscription is required. All future Quicken products will be subscription products.

How much does it cost?

How much does Quicken cost? How much will renewing my membership cost?
To see our entire product lineup, including features and cost, please see our . A Quicken membership will be renewed at the current retail price. We do not anticipate any significant cost increase.

Installation

How do I download and install the Subscription Release of Quicken?
The Subscription Release of Quicken can be downloaded at Quicken.com/download. If you need instructions, click here.

On how many computers can Quicken Subscription be installed?
With Quicken Subscription, there is no limit on how many computers Quicken can be installed on. However, you will need to sign in with the same Quicken ID on each computer as the membership is linked to your Quicken ID. Also, a purchase of Quicken Subscription includes a copy of Quicken for Windows and a copy of Quicken for Mac.

Will Quicken Subscription convert my existing Quicken data?
Yes. It works just the same as previous Quicken products; after you install Quicken Subscription on your computer, you'll be prompted to convert your existing Quicken file to the new version. Note that in the past Quicken Starter didn't transfer data from other Quicken Windows versions. With Quicken Subscription, Starter on both Windows and Mac will convert Quicken files.

How many people can use my subscription?
Quicken is currently designed for one user. As a member, you can create as many data files as you need, and sync multiple data files to your mobile device, or to Quicken on the Web, with your Quicken ID. However, if you want to share your subscription with someone else, you would need to provide them with your Quicken ID and password. Please note, that anyone you provide with this information will also have access to your subscription and billing details and any synced mobile data, along with any data files on the computer(s) they have access to.

Your subscription is tied to the Quicken ID you used when you purchased or activated Quicken, not your computer.

Managing billing and auto-renew preferences

How do I view and manage my membership information (such as payment method)?
You can manage your Quicken membership in the My Account section of Quicken.com. When you log in with your Quicken ID (email address), you can see your product version, your date of activation, and your subscription expiration date under Plan Details.

You can also manage your account settings, such as your login and password.

You can update your payment information by going to the Subscriptions section and selecting Manage Subscription.

Quicken Subscription Membership FAQs (1)

How do I upgrade or downgrade my membership plan?
You can manage your Quicken membership in the My Account section of Quicken.com. When you log in with your Quicken ID (email address), go to theSubscriptionssection and selectManage Subscription.

Quicken Subscription Membership FAQs (2)

Please note, a downgradecan only be made in the last six months of a subscription term.You can upgrade at any time during your subscription term, but no more than once every 30 days.

Also, anupgradeapplies immediately and prorates the remaining value of your original subscription and adds it as additional time to your new, upgraded subscription.

Adowngradedoes not prorate. The current membership plan will expire on the original expiration date and the new, downgraded plan will begin after that.

When does my Quicken membership activate--date of purchase or registration?
If you purchase directly from Quicken, your subscription is activated on your date of purchase. If you purchase from a retail store, your subscription is activated when you install Quicken and enter the activation code that came with your purchase. You can confirm your activation date by logging into your account on Quicken.com.

How do I see or change my account settings?
You can review your account settings, including service status and subscription start date, on your Quicken.com account.

Expiration and renewing your Quicken membership

How do I renew my Quicken membership?
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.

I have disabled auto-renew, how do I renew my membership manually?
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. For more information on other membership management options, click here.

How long can I extend my membership plan?
A membership can only be extended in the last six months of a subscription term. Therefore, multiple terms cannot be purchased and used at once to extend a membership.Retail purchases: Activation codes expire 24 months after being generated.

What happens when my Quicken membership expires?
The Quicken Data Access Guarantee means that whether you renew your subscription or not, you'll always have full access to and ownership of your data. You can view, edit, export, and manually enter transactions and accounts for Deluxe and higher versions, even after your subscription ends. Access to online services, such as transaction download, quotes, and mobile sync, along with access to Quicken Support, will end if your subscription does. We’ll continue to let you know about product changes and enhancements within the Quicken product. You will also see expiration messages within the program (for examples, seeHow will I know if I need to renew my subscription membership? below).

The Data Access Guarantee applies to Deluxe and higher versions of Quicken; the Starter version will become read-only upon membership expiration or cancellation.

Why can't I renew my Quicken Membership?
You can only renew your subscription in the last six months of your subscription term. When you’re within the last six months of your subscription term, just purchase your membership renewal at Quicken.com.

How will I know if I need to renew my subscription membership?
If you already have a subscription membership, you'll receive an email reminder 30 days prior to your renewal date. If your membership expires, you'll see these messages in your Quicken product:

Quicken Subscription Membership FAQs (3)

Quicken Subscription Membership FAQs (4)

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Just click theReneworUpdate Nowoption to purchase a membership.

I've renewed my subscription butI'm still getting the expired subscription prompts.

You may just need to sign out of Quicken and sign back in. To do this:

  1. Click on theEditMenuand selectPreferences.
  2. In the left panel, selectQuicken ID, Sync & Alerts.

Quicken Subscription Membership FAQs (6)

  1. ClickSign in as a different user.
  2. Type "yes" as promptedand clickSign Out.

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  1. Close Quicken and reopen it.
  2. Sign back in with yourQuicken ID.

Cancellation

How do I cancel my Quicken membership?
You can cancel your membership at any time by contacting Quicken Support.

What if I don’t want to be automatically charged? How do I cancel the auto-renewal?
We'll notify you when your renewal date approaches, but if you prefer to cancel auto-renewal, you can find steps for that here.

What if I want a 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.

Activating a retail purchase

Can I use a retail copy of the Subscription Release of Quicken to extend my membership?
Yes, but you can only redeem the activation code in the retail copy to extendyour subscription in the last six months of your current subscription term. Note: Activation codes expire 24 months after being generated.

Can I use a retail copy of the Subscription Release of Quicken to upgrade my membership?
Yes, but you can only redeem an activation code in a retail copy to upgrade your subscription once every 30 days.

How do I activate my retail copy?
For instructions on product activation, click here.

Why am I seeing an expiration banner?

These banners appear when your Quicken subscription has expired. You can continue to use Quicken(see the Data Access Guarantee), but you will need to renew your subscription to restore access to online services and clear the expiration banners.

You can click Renew or Update Now to renew your Quicken Subscription and clear the expiration banners.

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Quicken Subscription Membership FAQs (9)

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If you have renewed your subscription but are still seeing one of the expiration banners, you may just need to sign out of your Quicken ID and sign back in. To do this:

  1. Go toEdit > Preferences > Quicken ID, Sync&Alerts. If you are unable to see your Edit > Preferences menu, continue to the next section.
  2. ClickSign in as a different user.
  3. Type "yes" to confirm and clickSign Out.
  4. After you sign out, sign back in with the same Quicken ID.
Quicken Subscription Membership FAQs (2024)

FAQs

Can I still use Quicken after subscription expires? ›

After your Quicken Membership expires, you will no longer receive updates to the Quicken application. However, you may continue to 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.

How can I cancel my Quicken subscription? ›

Go to quicken.com/my-account and sign in. Under Subscriptions, select Manage. Then, under the Quicken Simplifi subscription, click Manage Subscription. Next, click Cancel Renewal.

Can Quicken be purchased without subscription? ›

No. Quicken doesn't offer a perpetual license.

When can I extend my Quicken subscription? ›

A membership can only be extended in the last six months of a subscription term. You can extend a subscription term by redeeming an activation code in a retail copy.

Will Quicken continue to work without subscription? ›

The Quicken Data Access Guarantee means that whether you renew your subscription or not, you'll always have full access to and ownership of your data. You can view, edit, export, and manually enter transactions and accounts for Deluxe and higher versions, even after your subscription ends.

Is Quicken no longer owned by Intuit? ›

Intuit does not own Quicken anymore. However, Quicken still comes in the list of the best financial management tools out there, albeit for individuals and small businesses. It also offers responsive support through the phone and chat, so you can always use the software at its full capacity.

Do you have to subscribe to Quicken every year? ›

There are many people who are happy using Quicken manually like this instead of renewing their subscriptions. But if you want to be able to continue using any of the online services (and get back your full view Quicken screen) you will need to renew your subscription.

Can I downgrade my Quicken subscription? ›

You can downgrade your Quicken membership in the My Account section of Quicken.com.

How do I get rid of the Quicken membership expired message? ›

If your Quicken membership is actually expired, there is no way to remove the expired banners.

Does Quicken work without Internet? ›

However, you can also run the Quicken application when you don't have a connection (i.e. offline) you just won't be able to download data again (or update the application) until you are once again connected.

When did Quicken switch to subscription? ›

2018: Quicken changes to a subscription-based model, making the most current versions more accessible to all. 2020: Quicken launches Simplifi by Quicken (now Quicken Simplifi).

How many times can I download Quicken? ›

You can install Quicken on as many computers as needed in the same household. Each installation will be registered to your Quicken ID. We do not recommend sharing data files on a network/cloud drive.

What does Quicken cost per year? ›

Overview. Quicken Classic subscription pricing will be updated in 2024. Starter: $47.88/year - an increase of $6. Deluxe: $71.88/year - an increase of $12.

Can two people use the same Quicken? ›

It has a locking mechanism to prevent two users accessing the data file at the same time. It will allow you and your wife to both make updates to your data without stepping on each other's toes and messing up your Quicken data file.

What is difference between Quicken Deluxe and Premier? ›

Quicken Classic Premier says "Best-in-class investment tools, built-in tax reports & bill-pay" while Deluxe says "Robust & feature-rich, with in-depth analysis tools & customization.".

How do you reinstall Quicken after your membership has expired? ›

Go to quicken.com/download to download Quicken for Windows. Select I'm installing or reinstalling Quicken. If prompted, do not install Quicken after the download is complete. From the list below, download the patch that was released before your expiration date.

What does deactivate do in Quicken? ›

Deactivating an account's online banking service permanently removes it from One Step Update (unless you later reactivate).

How far back can Quicken download transactions? ›

Your FI or bank controls how far back you can download. Most only go back 90 days. The rest you will have to enter manually. You might get a greater range of transactions if you go to your financial institution's website and download a different range of dates in a Web Connect .

How do I get old transactions into Quicken? ›

Importing past transactions for an account. From the account bar, click on the account you want to download transactions for. That account's transactions will appear in the register. From the gear icon on the right side of the screen, select Import transactions from Bank website.

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