Quicken
Verified working Aug 7, 2026
Personal finance software for budgets, investments, and small business.
Quicken offers subscription-based finance tools for households, couples, freelancers, small businesses, and property owners. Its product lineup includes cloud-based web and mobile apps plus Classic desktop software for Windows and Mac, covering budgeting, spending, bills, investments, cash-flow projections, invoicing, tax tracking, and retirement planning.
Why it stands out
- Covers both personal finance and small-business workflows under the same brand, including a combined Business & Personal plan.
- Offers a choice between modern cloud apps and locally stored Classic desktop software.
- Long-running product history, with the site citing 40+ years and 20+ million customers.
- Business & Personal supports multiple businesses in one subscription, up to the stated plan limit.
- Includes investment and retirement-planning features beyond basic budget tracking.
Good to know
- Advertised monthly prices are tied to annual billing, so the upfront cost may differ from a simple month-to-month expectation.
- The cloud web/mobile products and Classic desktop products are separate product lines, so users should compare them before choosing.
- Some Classic-related web access is conditional; the site notes Investing.quicken.com must be enabled in Quicken Classic for Windows.
- Quicken is a paid subscription product rather than a free budgeting tool.
Under the radar: If investment web access matters to you, check the Classic Windows requirement first: the site notes Investing.quicken.com is only available after being enabled from Quicken Classic for Windows.
Photos
Households and self-employed users can track personal, business, and investment finances without juggling separate spreadsheets. Build a budget and monitor spending across connected accounts. Project upcoming cash flow before making a major purchase or financial decision. Track invoices, expenses, and tax-related details for freelance or rental-property work. Use the desktop Classic products when local data storage is preferred.
Account aggregation for banking, bills, investments, real estate, and business finances; budgeting and spending tools; reports and financial insights; cash-flow forecasting; investment and retirement planning; invoicing and business tax tracking; cloud-based web/mobile products and separate Classic desktop editions for Windows and Mac.
Alternative listings
A self-hostable envelope budgeting app that keeps your data local.
Money & Personal Finance ResourcesActual Budget is a personal finance app built around envelope-style budgeting, transaction tracking, and reports. It emphasizes local-first data ownership, with optional self-hosted sync, end-to-end encryption, file imports, and bank sync integrations for supported regions.
0 votesVisit siteA retirement and investing hub with linked-account money planning tools.
Money & Personal Finance ResourcesEmpower combines retirement accounts, investment services, cash management, and personal finance tracking in one consumer-facing platform. Its site emphasizes IRA rollovers, managed investment advice, account aggregation, and planning tools for retirement, budgeting, net worth, debt, and cash flow.
0 votesVisit site
Similar sites elsewhere
- Monarch Money — www.monarchmoney.com
- YNAB — www.ynab.com
- Empower Personal Dashboard — www.empower.com
- QuickBooks — quickbooks.intuit.com
1 of 5