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Quicken vs Wealthfolio: Pricing and Ratings Compared (2026)

Entry prices and free plans as read on each vendor's pricing page, and user ratings as published on review sites, for Quicken and Wealthfolio side by side. This page compares data; it is not a hands-on review.

On the data: On the data below, Wealthfolio leads on a free plan. We do not name an overall winner for this pair.

Data comparison compiled by Toolradar, not hand-reviewed Methodology
Data comparison 28,283 user reviews compared Pricing checked Oct 26, 2026

Short on time? Here's the quick answer

Based on published vendor pricing and features and on public review data, here's who should pick what:

Quicken

Manage your money and your life with comprehensive personal and business finance tools.

Best for you if:

  • • You want offers both cloud-based and classic desktop software options

Wealthfolio

Open-source, offline, and private investment tracker for desktop, mobile, and web.

Best for you if:

  • • You want a free tier before you commit
At a glance: Quicken vs Wealthfolio
At a Glance
Quicken Quicken
Wealthfolio Wealthfolio
Starts at
From $2.99/mo, billed monthly Personal plan
Free plan
Category
Accounting Invoicing
Finance Personal Finance
Rating
3.9/5 Trustpilot 3.6 · Capterra 3.9 · G2 4.3 28,283 reviews n/a
Free plan
No Yes

Choose Quicken or Wealthfolio?

Quicken

Choose Quicken if

  • You want offers both cloud-based and classic desktop software options
  • You want provides specialized tools for self-employed and small business owners
  • You work in accounting, not finance
Wealthfolio

Choose Wealthfolio if

  • You want a free tier before you commit
  • You want open-source and auditable code
  • You want prioritizes user privacy with local data storage
  • You work in finance, not accounting

In-Depth Analysis

Quicken Quicken

Manage your money and your life with comprehensive personal and business finance tools.

Good value

Quicken's pricing is quite affordable, especially for the 'Personal' and 'Bundle Personal + LifeHub' tiers at $2.99/month.

Strengths

  • Pro: Offers both cloud-based and classic desktop software options.
  • Pro: Provides specialized tools for self-employed and small business owners.
  • Pro: Integrates personal finance with essential document organization.
  • Pro: Features real-time guidance and predictive analytics for budgeting.

Weaknesses

  • Con: Requires an annual subscription for all versions.
  • Con: The classic desktop versions store data locally, which may not suit all users.

Key features

Predictive budgeting with Spending Plan Projected cash flow forecasting Investment and retirement portfolio management Customizable financial reports Business cash flow and profit management Built-in tax schedules (C, E, F)

Wealthfolio Wealthfolio

Open-source, offline, and private investment tracker for desktop, mobile, and web.

Good value

The Wealthfolio free tier is incredibly generous, offering a comprehensive suite of features for an investment tracker.

Strengths

  • Pro: Open-source and auditable code
  • Pro: Prioritizes user privacy with local data storage
  • Pro: No account required for core functionality
  • Pro: Comprehensive investment and net worth tracking features
  • Pro: Optional brokerage sync and multi-device access via 'Connect' subscription

Weaknesses

  • Con: Brokerage sync and multi-device access require a paid subscription
  • Con: Core functionality requires manual data import without 'Connect'
  • Con: AI and licensed market data are part of higher-tier 'Connect' plans or require user-provided keys

Key features

Investment Tracking Net Worth Tracking AI Assistant for portfolio insights Account Aggregation (manual CSV or optional brokerage sync) Performance Dashboard with benchmarking Income Tracking (dividends, interest)

Plans and prices: Quicken vs Wealthfolio

Plans and prices of Quicken and Wealthfolio, as read on each vendor's pricing page. Each plan keeps its own billing unit.
Tool Plans and prices Source
Quicken
  • Personal: $2.99/mo, billed monthly
  • Business & Personal: $3.99/mo, billed monthly
  • Bundle Personal + LifeHub: $2.99/mo, billed monthly
  • Classic Business & Personal: $5.99/mo, billed monthly
  • Classic Premier: $4.19/mo, billed monthly
quicken.com read Oct 26, 2026
Wealthfolio
  • Wealthfolio: Free
  • Wealthfolio Connect: Custom pricing
wealthfolio.app read Oct 2, 2026

Prices as read on each vendor's own pricing page on the date shown. Plans are listed per tool and are not matched against the other tool's plans: a plan name or price in one column says nothing about the same row in the other. Details on Quicken pricing and Wealthfolio pricing.

Key Takeaways

Quicken

  • Choose if you want manage your money and your life with comprehensive personal and business finance tools

Wealthfolio

  • Has a free plan

What the data shows

On the data below, Wealthfolio leads on a free plan. We do not name an overall winner for this pair.

  • Only Quicken has a published user rating (3.9/5 from 28,283 reviews); Wealthfolio has none we can show.
  • Quicken starts at $2.99/mo, billed monthly; Wealthfolio has no public paid plan price on file.
  • Only Wealthfolio has a free plan.

Criteria: user rating (only above 20 reviews on both sides, gap of 0.2 or more), entry price (only on the same billing basis), free plan. How we rate

Frequently Asked Questions

How do Quicken and Wealthfolio compare in 2026?

On the data below, Wealthfolio leads on a free plan. We do not name an overall winner for this pair. Only Quicken has a published user rating (3.9/5 from 28,283 reviews); Wealthfolio has none we can show. Quicken starts at $2.99/mo, billed monthly; Wealthfolio has no public paid plan price on file. Only Wealthfolio has a free plan.

What are Quicken and Wealthfolio used for?

Quicken: Manage your money and your life with comprehensive personal and business finance tools. Wealthfolio: Open-source, offline, and private investment tracker for desktop, mobile, and web.

What does Quicken cost vs Wealthfolio?

Quicken's cheapest paid plan is Personal at $2.99/mo, billed monthly. Wealthfolio has no public paid-plan price on file. Prices read on the vendors' pricing pages, latest check Oct 26, 2026.

What's the main difference between Quicken and Wealthfolio?

Quicken's main strength: offers both cloud-based and classic desktop software options. Wealthfolio's main strength: open-source and auditable code.

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