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Quicken

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

FinanceAccountingPersonal FinanceInvoicing
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Reviews onG2CapterraSourceForge
568 reviews tracked

The Bottom Line

Entry price

Paid plans only

Biggest pro

Offers both cloud-based and classic desktop software options.

Biggest con

Requires an annual subscription for all versions.

TL;DR - Quicken

  • Comprehensive financial management for personal and business use.
  • Predictive budgeting and cash flow forecasting for informed spending.
  • Securely organize essential life documents and manage investments.
Pricing: Paid only
Best for: Enterprises & pros
4.1/5 across review platforms

What is Quicken?

Editorial review
Quicken provides a robust suite of tools for managing personal and business finances, offering both cloud-based and desktop software options. It helps users budget smarter with predictive budgeting, track spending, manage investments and retirement portfolios, and project cash flows. The platform integrates with over 14,000 financial institutions, providing real-time updates and insights into financial health. For self-employed individuals and small business owners, Quicken extends its capabilities to manage business cash flow, simplify tax preparation with built-in Schedule C, E, and F reports, and facilitate invoicing and payments. Additionally, the LifeHub bundle allows users to securely organize essential life documents, such as birth certificates and estate planning documents, and share them with trusted individuals. Quicken aims to provide a centralized solution for financial organization, planning, and security, catering to a wide range of financial management needs.

Available on: Web, Windows, macOS, iOS, Android

how we evaluateSourcequicken.com ↗

Pros & Cons

Pros

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

Cons

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

Ratings Across the Web

4.1(568 reviews)

Quicken holds an aggregate rating of 4.1 out of 5 from 568 reviews across G2, Capterra and SourceForge, last checked March 19, 2026.

G242 reviews
4.3/5
Capterra459 reviews
3.9/5
SourceForge67 reviews
4.3/5

What people say

“It was very easy to use for people who do t understand accounting and bookkeeping.”via G2
“In the past few years, the Quality of the updates has been poor and the price has gone up.”via Capterra
“User friendly from day one The developers are Always looking to improve the product.”via SourceForge

Ratings aggregated from independent review platforms. Learn more

Key Features

Predictive budgeting with Spending PlanProjected cash flow forecastingInvestment and retirement portfolio managementCustomizable financial reportsBusiness cash flow and profit managementBuilt-in tax schedules (C, E, F)Invoicing and payment integration (Stripe)Secure document organization (LifeHub)

Pricing Plans

Pricing checked Aug 23, 2026

Personal

$2.99 / month

  • Budget and track your spending with Spending Plan
  • Manage your investment & retirement portfolio
  • Project cash flows
  • Generate customizable reports

Business & Personal

$3.99 / month

  • Manage cash flow and profit
  • Built-in tax Schedules C, E & F
  • Invoice and get paid faster
  • Get business plus award-winning personal finance tools

Bundle Personal + LifeHub

$2.99 / month

  • Budget and track your spending
  • Project cash flows
  • Manage your investments and retirement
  • Organize life's essential info, like birth certificates, insurance docs, estate planning, and more
  • Decide what to share, with whom, and when

Classic Business & Personal

$5.99 / month

Classic Premier

$4.19 / month

Calculate your costView full pricing

Is Quicken worth the price?

85/100

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

The 'Business & Personal' tier at $3.99/month also offers good value for combined financial management. It's best for individuals and small business owners looking for comprehensive financial tools without a high monthly commitment.

Hidden Costs & Gotchas

Annual billing only, no monthly option

Classic tiers lack feature details

Potential upsells for additional services

How Quicken Compares to Competitors

Compared to Simplifi by Quicken, which is often around $3.99/month, Quicken's 'Personal' tier at $2.99/month is more budget-friendly while offering more robust features. YNAB (You Need A Budget) typically costs around $14.99/month, making Quicken significantly more affordable for similar budgeting capabilities.

How Quicken's pricing compares

At $2.99/mo, Quicken is the most affordable of its 2 direct competitors.

Quicken
$2.99
Monarch Money
$8.33
QuickBooks
$38

Entry paid plan, monthly. Pricing checked Aug 23, 2026.

Reviews

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4.1/5

Across 568 verified user reviews on Capterra, SourceForge, G2

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Best Quicken Alternatives

Top alternatives based on features, pricing, and user needs.

QuickBooks logo
QuickBooksPaid

Small business accounting software

4.3
Xero logo
XeroPaid

Cloud accounting for small business. Automate banking, invoicing, and more

4.4
Monarch Money logo
Monarch MoneyPaid

Track, budget, plan, and do more with your money all in one app.

See all finance tools →

Still deciding?

Most buyers shortlist 2 or 3 tools before committing. Pull a side-by-side comparison or browse the full alternatives shortlist below.

Quicken vs QuickBooksHead-to-head: features, pricing, who winsQuicken vs XeroHead-to-head: features, pricing, who winsQuicken vs Monarch MoneyHead-to-head: features, pricing, who wins

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Quicken FAQ

How does Quicken help self-employed individuals manage their finances?

Quicken offers specialized tools for self-employed and small business owners, including features to manage business cash flow and simplify tax preparation. It provides built-in reports for Schedule C, E, and F, and facilitates invoicing and payments.

How does Quicken compare to Monarch Money for personal finance management?

Quicken integrates personal finance with essential document organization through its LifeHub bundle, allowing users to securely store and share important life documents. Unlike Monarch Money, Quicken also provides specialized tools for small business owners and offers both cloud-based and classic desktop software options.

What are the main trade-offs when choosing Quicken for financial management?

Quicken requires an annual subscription for all its versions, which means there is no permanently free tier available. Additionally, its classic desktop versions store data locally, which might not be ideal for users who prefer cloud-only data storage.

Which teams or individuals benefit most from using Quicken?

Quicken is best suited for individuals and small business owners who need comprehensive tools to manage both personal and business finances. It caters to users looking for predictive budgeting, investment tracking, and secure document organization.

How is Quicken priced?

Quicken is a paid product that operates on an annual subscription model for all its versions. There is no permanently free tier available for its financial management services.

Can Quicken help with long-term financial planning and investment tracking?

Yes, Quicken helps users manage investments and retirement portfolios, and it can project cash flows to aid in long-term financial planning. It integrates with over 14,000 financial institutions to provide real-time updates for financial insights.

Does Quicken offer both cloud-based and desktop software options?

Yes, Quicken provides users with the flexibility of both cloud-based and classic desktop software options for managing their finances. This allows users to choose the platform that best fits their preferences for data access and storage.

Source: quicken.com

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