Quicken Reviews

“Everything is well-organized

Pros

Everything feels well organized, with plenty of options, categories and charts that clearly show your budget, balances and other financial details. It is easy to find information due to the well structured interface.

Cons

The downside is the glitches. At times after an update, the system stops pulling data automatically and it can go unnoticed for a while. Bank and credit card updates may not come through for days, weeks or even months which means pending transactions get missed depending on when you catch it. When that happens, you end up having to enter everything manually.

“All my finances in one place

Pros

Being able to use Simplifi both on my phone and on the website has been a big plus. I also really appreciate that I can connect my bank accounts, credit cards and liability accounts so everything is pulled together automatically in one place for me.

Cons

My only real complaint is that accounts needing extra authentication or frequent password updates sometimes get disconnected from the app. It's not really the software's fault but it can still be a bit inconvenient.

“Frustrating tiers and sync issues

Pros

It's nice to have all my income sources gathered in one place and I can also put together basic invoices when needed even though I honestly prefer using another platform for invoicing.

Cons

A few helpful features are locked behind specific pricing tiers which gets frustrating when I want access to them but wouldn't use them enough to justify the extra cost. On top of that, I ran into occasional data syncing problems from time to time.

“Interface feels logical

Pros

The interface felt very natural because it mirrors a checkbook register. The way transactions are categorized and the reporting tools are set up makes it simple to track down older expenses and wrap up IRS tax prep with just a click. I was especially happy when tags were introduced since they let me get very specific without having to create a bunch of extra subcategories. On top of that, when I had a highly technical question about a process, customer support got back to me quickly with a helpful answer.

Cons

I can understand why the company shifted to an annual subscription model and moved more toward an online platform. Even so, I felt more secure with the desktop-only version, where I could back up my data to external hard drives myself. That setup also seemed more cost-effective to me.

“Custom reports with Quicken

Pros

Tax season is much simpler with this and it makes handling my rental property feel effortless. I can also build custom reports pretty easily which helps me take a closer look at my financial situation.

Cons

There is a bit of setup involved when customizing categories before you can create the simpler reports you need but once that part is finished, the effort absolutely pays off.

“Too pricey for small teams

Pros

The software is very detailed and comes with a lot of features. It covers all the aspects that I need for my work. Also the toolbar layout is organized well.

Cons

The pricing is just too high and the extra add-ons cost far more than what small businesses would reasonably want to pay for software like this.

“Centralized solution for financial information

Pros

Having all my financial information together in one place is a big plus and the software is very simple to use. Its interface is tidy and uncluttered. The reports especially the quick answer reports, are excellent and make tax season much easier to handle.

Cons

my accountant no longer uses it so I can't send her electronic reports anymore. I'm also not happy with the price.

“Powerful investment tracking

Pros

The customizable reports are a big plus. That flexibility is extremely useful for my work. What matters most to me right now is the investment tracking since it lets me keep an eye on stocks and retirement accounts with real-time updates.

Cons

It wasn't very beginner-friendly. The interface felt a little overwhelming because there are so many features and it took some time to set up my accounts and figure out how to generate reports.

“Great experience of 15 years

Pros

Getting started with it was simple. The setup went smoothly. It's easy to get the hang of and very user-friendly to use. It comes with a wide range of features making it a comprehensive solution.

Cons

Honestly I haven't run into any real downside with it. I've been using it for 15 years and it has continued to work well for me.

“Tax season relief

Pros

Keeping tabs on my small business income, expenses and overall net worth is much more manageable with this. It has made a big difference especially when tax season comes around because it no longer feels like something to dread.

Cons

My only real complaint is that it is not very mobile friendly. I wish I could simply snap a photo of a receipt on my phone and have it upload automatically into the software.

“Friendly fit for home and office

Pros

I find the interface to be very logical and well arranged. It makes sense and is very user-friendly. I've been using it at home for years. It's been just as useful at the office too!!

Cons

Honestly nothing to complain about. It fits everything we need.

“amazing for managing finances

Pros

Using this bookkeeping service on my computer has been a really good experience. Ive never faced any major issues with it. It works well for managing finances and feels reliable for day-to-day use.

Cons

There are a few limitations in the available options but it still performs well and gets the job done efficiently.

“Scales well with growing needs

Pros

It covers a lot of what my business needs in terms of features and overall functionality. The reporting tools are simple to use and easy to access when I need them. It also handles multiple businesses well which is a big plus and the platform feels scalable as those needs grow.

Cons

At times, entering transactions or fixing previous entries feels like it could take fewer steps. I also wish custom reports were simpler to format especially when it comes to adding logos, branding and making them look the way I want.

“Fair pricing

Pros

The pricing felt quite reasonable and connecting it to my bank account and credit card account was fairly simple.

Cons

One thing that bothered me was how the charge names from my bank and card accounts didn't match up very neatly with the imported data. It felt like I was constantly cleaning things up by hand.

“Solid reporting and record keeping

Pros

It's basically become my record of almost everything I've spent money on since 1995 which is incredibly valuable. The reporting features are excellent and give me exactly the kind of detail I need.

Cons

I do wish it supported multiple currencies better especially when dealing with Canadian and US dollars.

“User-friendly budgeting tools

Pros

The interface is very user-friendly. I really appreciate how simple it is to split our money into different budget categories and it's also very convenient to search for expenses by the category they were assigned to.

Cons

Every now and then, I run into issues when a check is written incorrectly and has to be printed again. It feels like the process for voiding and reprinting checks could be more simple.

“Frustrating migration experience

Pros

I was really hoping to move over decades of data from Quicken for the Mac 2007 into Classic Premier especially since my subscription is still active through July 2025.

Cons

Compared with Quicken for the Mac 2007, this version does not provide a pop-up window that lets you review newly downloaded transactions before they are posted to the register. Because of that, there is no practical way to match scheduled transactions or other entries already in the register with the downloaded ones. The result is duplicate transactions and users are then expected to keep going back through their registers to manually merge those duplicates which is both time-consuming and unrealistic.

“Keeps track of finances

Pros

It does a really nice job of helping both families and businesses stay on top of their finances and build a better budget. The layout is simple to understand so it doesn't take much effort to start using it. Customer support has also been fantastic. We got guidance setting up a budget that actually fit our situation and it even helped us begin planning and saving for retirement even if that still feels pretty far off.

Cons

This isn't really a negative but I initially assumed Quicken was just meant for business finances and didn't realize it could be used for personal finances too.

“flexible personal finance tool

Pros

Quicken is a flexible personal finance tool that handles everything from basic checking and savings account tracking to more involved accounts like credit cards, investments and mortgages. It also creates reports and graphs that give a full view of your overall financial situation.

Cons

As far as I know, it's only offered as a subscription now. Previously, you could just buy an upgrade when a new version came out or even wait a year and purchase later once more features had been added.

“Ease of use for a small business

Pros

Managing our accounting is a breeze thanks to Quicken's user-friendly platform.

Cons

I can not think of anything I dislike.

“Not robust enough for my needs

Pros

When I kicked off my business journey, this product proved to be a game-changer. Its simplicity and affordability were just what I needed to move beyond spreadsheets as a small business owner.

Cons

As my business expanded, I found myself needing better control over billing details and managing payments to vendors and contractors. My accountant strongly recommended transitioning to Quickbooks due to the complexity of my operations and the necessity to ensure seamless functioning.

“Excellent for Blended families and small business

Pros

For $80 Cdn a year, this program is a lifesaver for me as part of a blended family managing multiple income sources and complex expenses. As someone who isn't a financial expert, juggling rental properties and a second marriage made organizing finances a nightmare. What used to take me days on a spreadsheet now only takes 3 or 4 hours with Quicken. Monthly budgeting and managing my small business now take just a fraction of the time. Once I categorized my transactions, which took a few hours initially, I never had to do it again. The spending charts and pie graphs give me a clear and immediate picture of where my money is going. It was a breeze to teach my wife how to use it, and it's eliminated so much unnecessary stress.

Cons

I have noticed a slight delay in transactions appearing in the application after they have been processed by the bank. Even after refreshing the account, it can take some time for new transactions to show up. Interestingly, this seems to be an issue only with the desktop version, not the web app. While it doesn't bother me much, it could be problematic for those who require immediate updates.

“Solid for Small Business

Pros

This Software is widely used and seamlessly syncs with major banks and platforms. It is backed by a big company with extensive support.

Cons

I find some aspects of syncing and generating reports a bit confusing.

“Quicken is OK but not the end-all solution

Pros

The organization and user-friendliness of Quicken are top-notch. Its connectivity to other websites, accessibility across platforms and straightforward layout make it perfect for managing transactions.

Cons

Quicken offers basic functionality, but for tasks like tax generation and tracking capital equipment, additional investment in different software or hiring an accountant may be necessary.

“Quicken Review

Pros

When I was buying my home, Quicken's assistance was invaluable.

Cons

To be completely honest, I can not think of any cons.

“Using Quicken is never quick

Pros

While theoretically, Quicken should handle all expenses seamlessly, constant connectivity issues prevent this from being a reality.

Cons

Dealing with accounts disconnecting or not pulling in current transactions has become a constant issue.

“Web-based Quicken is my favorite feature for on the go

Pros

Being web-based allows me to work from my iPad or iPhone, saving me from lugging around my laptop while traveling or on vacation.

Cons

There is very little about it that I do not like.

“Powerful accounting software

Pros

It offers a powerful accounting solution with comprehensive visual overviews of different accounts.

Cons

reuniting is something we have to do frequently to avoid making mistakes.

“Very useful

Pros

We have relied on Quicken for years and it has never let us down.

Cons

It is not as intuitive as some other products I have used in the past.

“Leasing agent use of Quicken

Pros

Quicken is my go-to for personal budgeting. It efficiently organizes my finances and provides powerful yet easy-to-use tools.

Cons

the application runs sluggishly, but I attribute that mostly to my aging computer. While the software itself is reliable, it could stand to be a bit faster.

“Using Quicken Since Its Inception

Pros

Setting up accounts, entering data and generating reports is relatively straightforward with Quicken.

Cons

I wish there was a feature for making direct bank connections for bill payment within Quicken, without having to go through my bank's website separately.

“This is a great software for basic accounting

Pros

it is incredibly basic and user-friendly.

Cons

While Quicken works well for basic tasks, it lacks many features available in Quickbooks for more advanced needs.

“Can get it done

Pros

While primarily designed for personal use, Quicken has served our company well for over a decade.

Cons

The payroll options are costly, and not all options are available.

“Quicken Keep it SIMPLE Get it Done

Pros

Quicken has everything a small business needs without overwhelming users with unnecessary features. It covers everything from costs to profits, making tracking business finances a breeze.

Cons

Quicken might not be suitable for mid or larger-sized businesses.

“Why can't we sync between computers?

Pros

Using Quicken is easy and transitioning from a previous version was smooth.

Cons

It is frustrating that information can't be synced between computers. I use Quicken both at work and at home, and syncing data seamlessly between the two locations would make it perfect.

“Quicken is Helpful

Pros

It helps me stay on top of my business accounting effortlessly. Billing customers, managing orders and the receipt feature are all fantastic.

Cons

Despite not being very tech-savvy, I found Quicken easy to install. It took a few tutorials for me to grasp how to use it effectively.

“Good software but poor customer support for Canadians

Pros

Their ease of use extends to downloading data from bank sites effortlessly.

Cons

Customer support is lacking, especially for Canadian users who have to deal with expensive international calls.

“Quicken - the best program for tracking expenses

Pros

It is a one-stop solution for tracking bank accounts, credit cards, and investments, something no other program can match.

Cons

it can be frustrating due to its limitations on pasting into register fields and its deviation from many Windows conventions.

“User since the 1990's

Pros

I have always appreciated how easy it is to learn and use Quicken. Getting started is a breeze.

Cons

Their recent changes restrict it to functioning on only one computer, which is inconvenient for users like me who relied on cloud storage for accessibility across multiple devices.

“Great financial Option

Pros

It is incredibly feasible and user-friendly for tracking income and expenses.

Cons

I encounter retrieval issues, which I suspect may be due to user errors that I have not yet investigated.

“I've been using Quicken since 5.5" floppies

Pros

Using Quicken feels like updating a checkbook log.

Cons

Expenses are increasing, with no additional discounts offered for loyal or returning customers.

“Quicken is Confusing

Pros

This software offers many benefits for effective budgeting, although the automatic features could be improved.

Cons

Where do I begin? It is all so confusing. I struggle to understand anything. It constantly shows me in the red and gets me all mixed up. I need something foolproof.

“Business & Rental Mgmt

Pros

Quicken effectively tracks both my rental expenses and business finances.

Cons

It took me a while to get the hang of it but the customer service was helpful.

“Data loss after update

Pros

I have used Quicken for both personal and business needs for over 20 years. However, a recent experience where all my data vanished after an update has led me to seek simpler alternatives without membership fees.

Cons

I experienced a loss of important data that technical support could not recover.

“Terrible software and customer support

Pros

The interface of Quicken is visually appealing, and the reports have a nice touch. Transaction entry is swift.

Cons

From day one, I had problems with password login. Sometimes it wouldn't log in at all, either online or in the Windows app. Later, it would reject the same password. When seeking help via chat, I encountered a bot pushing me to sort out my issues on my own through forums, which was frustrating considering I paid for the product.

“Business malpractice

Pros

Quicken allows me to keep weekly tax records for my small business hassle-free.

Cons

quicken changed its policies after I purchased the software, requiring a yearly subscription fee that I wasn't aware of initially. This feels like poor business practice and has left me dissatisfied with the company.

“Quicken is Easier than Quickbooks

Pros

This program is incredibly user-friendly and versatile, whether it is for home, business, or rental accounting. Plus it is regularly updated to stay current.

Cons

Quicken lacks a double entry system, making it too easy to accidentally delete items, leading to potential recovery issues later.

“Quicken Review

Pros

I found this to be the best basic budgeting and accounting application. Its internals are impressive and setup is a breeze.

Cons

I have noticed instability with bugs and occasional hiccups in Quicken. While it serves basic functions, it can be a headache to deal with at times.

“Dissatisfied user

Pros

While the software is great when it works, updates often result in frustrating issues.

Cons

The One Step Update feature consistently fails to work properly, causing issues with multiple accounts and taking an excessive amount of time to complete.

“Personal Finance Delays Hurt Product

Pros

I appreciate Quicken's analytics features for personal finance, which analyze spending habits across all my accounts.

Cons

There is a delay of about 1-2 days in pulling in data, making it challenging to have a completely accurate understanding of my finances.