Personal
Business
I want to
Quicken Simplifi
Mobile
Web app
$2.
99
$5.99
/monthBilled annually.
-
Always know what you have left to spend or save
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Make more informed decisions for your investment portfolio
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Plan for the future with our projected cash flow tool
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Get better insights with real time alerts & reports
Classic
Mac
Windows
Choose a version
Premier
Deluxe
$4.
19
$6.99
40% off
/monthBilled annually.
$2.
99
$4.99
40% off
/monthBilled annually.
-
Best-in-class investing tools
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Built-in tax reports
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Reconcile to the penny
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Track & pay bills in Quicken
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Set budgets, manage debt, create a retirement plan
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Manage & reduce debt
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Create a secure retirement
-
Make tax time easy
-
Create multiple budgets
Quicken Simplifi
Mobile
Web app
$2.
99
$5.99
/monthBilled annually.
-
Always know what you have left to spend or save
-
Make more informed decisions for your investment portfolio
-
Plan for the future with our projected cash flow tool
-
Get better insights with real time alerts & reports
Classic Premier
Mac
Windows
$4.
19
$6.99
40% off
/monthBilled annually.
-
Best-in-class investing tools
-
Built-in tax reports
-
Reconcile to the penny
-
Track & pay bills in Quicken
-
Set budgets, manage debt, create a retirement plan
Classic Deluxe
Mac
Windows
$2.
99
$4.99
40% off
/monthBilled annually.
-
Manage & reduce debt
-
Create a secure retirement
-
Make tax time easy
-
Create multiple budgets
Classic Business & Personal
Windows
Mac
$5.
99
$9.99
40% off
/monthBilled annually.
-
Manage business, rental & personal finances
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Optimize for taxes
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Keep documents organized
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Reports: P&L, cash flow, tax schedules, and much more
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See all your finances
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Automatic (or manual) download
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Checking, savings, credit cards
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Investments (including crypto)
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Partnerships
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401(k), IRA, retirement
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Educational, custodial, 529s
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Assets (e.g. home), debt
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Net worth over time
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Save more
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Track savings over time
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Uncover more ways to save money
-
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Stay on budget
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12-month budget
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Get budget suggestions
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See where you're over/under budget
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Know where your money is going
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Automatic download
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Automatic categorization
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Standard & custom categories
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Spending by category & payee
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Spending & income trends
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Track bills
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Download bills
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Bill due date & payment alerts
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See how bills will impact balances
-
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Manage & grow investments
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Investments, private, crypto
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401(k), IRA, retirement
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Educational, custodial, 529s
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Download transactions
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Download prices & history
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Track performance
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Business & rental finances
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Track home, business, rentals
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Updated property value
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Track with IRS categories
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Track A/P, A/R, P&L, Cash Flow
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Email custom invoices*
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Generate tax schedules
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Track multiple businesses
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Track multiple properties
-
-
See all your finances
-
Automatic (or manual) download
-
Checking, savings, credit cards
-
Investments (including crypto)
-
Partnerships
-
401(k), IRA, retirement
-
Educational, custodial, 529s
-
Assets (e.g. home), debt
-
Net worth over time
-
-
Save more
-
Track savings over time
-
Uncover more ways to save money
-
-
Stay on budget
-
12-month budget
-
Get budget suggestions
-
See where you're over/under budget
-
-
Know where your money is going
-
Automatic download
-
Automatic categorization
-
Standard & custom categories
-
Spending by category & payee
-
Spending & income trends
-
-
Track bills
-
Download bills
-
Bill due date & payment alerts
-
See how bills will impact balances
-
-
Manage & grow investments
-
Investments, private, crypto
-
401(k), IRA, retirement
-
Educational, custodial, 529s
-
Download transactions
-
Download prices & history
-
Track performance
-
Pick any two to compare
Powerfully simple
Best for most people
Feature-full
Best for investments & taxes
Feature-full
Highly customizable
Robust & feature-rich
Best for serious investors
Platform
Web & mobile app
Windows & Mac desktop
Windows & Mac desktop
Save more
Custom savings goals
Custom savings goals*
Custom savings goals*
Create/track custom saving goals
Set goals for emergency, home & more, and track progress
Include savings goals in budget
Can choose to incorporate savings contributions into spending plan
Spend from savings goal
Spend from a goal to use money you've saved toward the goal
Stay on budget
Based on your income & bills
Traditional & category-based
Traditional & category-based
Auto-generated spending plan
Personalized based on your income & expenses; customize to meet your needs
Traditional, category-based
Set amounts for spending in each category. Highly customizable.
Know what’s left to spend/save
Always know what's left based on actual spending (not just what's budgeted)
Ignore select transactions
E.g. commission checks, stock sales, and/or tax payments
Multiple budgets
Roll over spending
Roll overspending and underspending into the next month
Fiscal & calendar year budgets
Know where your money is going
Proactive tools & reports
Spending reports
Spending reports
Custom spending watch lists
E.g. coffee or Amazon. Alerts if you're approaching the spending target
Autodetect bills/subscriptions
Automatically identifies bills & subscriptions you might have forgotten
Customizable spending alerts
Set alerts for large deposits/purchases, low balances & more
Refund & return tracker
Keep track of money expected from returns and returns.
Built-in spending reports
Built-in spending reports plus ability to customize to suit your needs
Track & pay bills
Track bills
Track & pay bills
Track bills
Download bills
Download online bills from thousands of connected billers
Pay bills from Quicken
Pay anyone in the US by check or make same-day online payments from Quicken
Manage your debt
Set goals & track debt
Debt reduction tool*
Debt reduction tool*
Set goals & track debt
Set goals & keep track of your debt repayment schedule
What-if
Use “What-If” to see how changing payments could speed up loans payoff
Faster ways to pay off debt
See how changing payments could speed up your debt payoff
Manage & grow investments
Performance tracking
Investment optimization
Performance tracking
Consolidated performance tracking
Track individual accounts & your entire portfolio in one consolidated view
Custom investment news feed
News related to your portfolio, which might impact investment performance
Real time quotes
Up to the minute prices
Customizable portfolio views
Customizable views, including cost basis, total gain/loss & over 100 fields
Capital gains estimator
Preview capital gains before selling multiple securities or even mixed lots
Assess impact of buys/sells
See whether your buys/sells out or under-performed vs holding positions
Advanced performance options
Portfolio value vs Cost Basis, Growth of 10K snapshot, Avg Annual Return
Morningstar fund ratings
Updated monthly & downloaded into your portfolio directly from Morningstar
Morningstar Portfolio X-ray
Uncover portfolio strengths, weaknesses, concentrated positions, & more.
Plan for the future
Projected balances & cash flow
What-if, Lifetime Planner
What-if, Lifetime Planner
Projected cash flows
See your projected cash flows & the impact on your account balances
Track upcoming payments & impact
Track your upcoming payments & see the impact on your income and expenses
What-if tools
Debt, investments
Calculators
Calculators for retirement, college, refinancing, savings, debt
Lifetime Planner for retirement
Create a retirement roadmap; project scenarios to see how your plan changes
Make tax time easy
Tag tax-related transactions
Built-in tax reports
Create tax reports
Tag tax-related expenses
Keep track of any tax-related transaction during the year, e.g. donations
Create custom tax categories
Map any transaction or category to a specific line on IRS tax forms.
Create custom tax reports
Any IRS line/schedule, e.g. charitable contributions, Schedule F, H & more
Built-in Schedule A, D
Built-in Schedule A Itemized deductions & Schedule D Capital Gains & Losses
Built-in Schedule B, FBAR
Built-in Schedule B: Interest & Dividends & Foreign Bank Account Report
Reconcile your accounts
Mark transactions as "reviewed"
Compare vs bank statements
Compare vs bank statements
Mark transactions as "reviewed"
Manually check bank total vs Simplifi to see if there is a match
Compare bank statements to Quicken
"Reconcile" to check bank statement vs Quicken' & share difference if any
Share your finances with partner
Share with partner or advisor
N/A
N/A
Credit Score Report
✔
✔
✔
Cloud storage
Built into app
QOB**
QOB**
QOB**
Free customer support
Free phone & chat
Premium phone & chat
Free phone & chat
: All Platforms
: Web app
: Mobile App
: Windows
: Mac
: Add-On. Starting at $9.95/mo
Frequently asked questions
What makes Quicken better than other personal finance apps?
Quicken has been trusted for over 40 years by 20+ million customers. With Quicken, you get a financial partner, for life — with everything you need, and the customization you want, all in one place. The depth and breadth of our features lead the industry. Many customers start out simply tracking their spending and end up creating intricately personalized investment systems to grow their net worth into the millions.
What are the differences between Quicken Simplifi and Classic?
For powerful, easy-to-use financial management, Quicken Simplifi is your go-to choice. It’s a cloud-based app designed for web & mobile. For more robust tools and in-depth features, our Classic line is a great option. It’s designed primarily for desktop use — on Windows or macOS — and comes with companion web & mobile apps.
What do I get with my Quicken subscription?
With your Quicken subscription, you always get the latest features as soon as they’re released. In addition, you also get:
The most up-to-date security for your data
Live customer support agents, available by phone or chat
Access to a vibrant subscriber community, where you can discuss & learn from other users
How does the 30-day, money-back guarantee work?
How do I know my data is secure?
We protect your data and transmit it securely from your financial institutions into Quicken with robust 256-bit encryption. If you want to learn more about all the ways your data is protected with us, click here.
Will Quicken sell my data?
We will never sell your data for any reason. The information downloaded from your banks is confidential and is used only to update your accounts. You can see the complete details of our privacy policy here.
Can I use Quicken products on my computer or mobile device?
Quicken Simplifi is available by mobile app & web app. Classic is available on desktop, with companion web & mobile apps.
Can I use Quicken outside of the U.S.?
Quicken Simplifi is for the U.S. only. The Classic line is intended for subscribers in the U.S. and Canada, since we are only able to support banks from these regions at this time. For more information on Canadian products, please visit our Quicken Canada site.
Will I lose access to my data if I stop my subscription?
Quicken comes with a data access guarantee. If you ever decide to cancel your subscription, you can still access your past records in Quicken products. Click here to learn more.
What are the system requirements?
For Quicken Simplifi, all you need is an up-to-date browser or smartphone with internet access. For Quicken Windows, Quicken Mac, Quicken Mobile, and Quicken on the Web requirements, check out the Quicken System Requirements.
What if I need help getting set up?
Not a problem! Once you’ve purchased a Quicken subscription, you’re welcome to schedule a call with one of our dedicated agents. They’ll be happy to walk you through the product and get you all set up.