Quicken Reviews

Quicken offers a variety of financial management plans with different features and pricing. The Starter plan is designed for basic account management and budgeting, priced at $3.99/month. The Deluxe plan includes everything in Starter plus debt tracking and savings goals, costing $5.99/month. For more advanced investment tools and priority customer support, the Premier plan is available at $7.99/month. The most comprehensive plan, Home & Business, is tailored for managing personal and business finances, and it's priced at $10.99/month. These prices are billed annually, and Quicken occasionally offers discounts for the first year of subscription. Additionally, there's a 30-day money-back guarantee for new users. Prices are subject to change, and there have been recent updates to the subscription costs in 2024.

Quicken.com offers a range of financial management products and services. Among the most popular are Quicken Simplifi and Quicken Classic, which come in different versions like Premier and Deluxe. These products provide features for budgeting, investment tracking, bill management, and creating retirement plans. Quicken Simplifi is a mobile and web app best suited for those switching from Mint & Credit Karma, offering insights with real-time alerts and reports. Quicken Classic caters to both personal and business finances, with capabilities for tax optimization, document organization, and detailed financial reporting. Additionally, Quicken services include credit reports, online backup for Quicken data files, and online billing and banking capabilities.

Quicken.com provides several payment methods for managing subscriptions and services. Customers can update their payment method in the My Account section of the website. Accepted payment methods include major credit cards and debit cards. For bill payments, Quicken Bill Manager offers Quick Pay, which sends electronic payments to over 11,000 billers, and Check Pay, which allows sending a check to any address in the United States. These services streamline the payment process, making it convenient for users to handle their financial transactions through Quicken.

Quicken.com has a 30-day money-back satisfaction guarantee for its products. Customers can return Quicken products for any reason within 30 days and receive a full refund of the purchase price, not including shipping and handling fees. For subscription cancellations, customers can contact the Quicken Support team. Refunds for electronically delivered products are typically applied to the debit or credit card within 3-4 days. If a product was purchased from another retailer, the refund may be issued via a paper check in 3 to 4 weeks. As for shipping, since Quicken products are primarily software-based, they are often delivered electronically, which may not involve a traditional shipping process. However, for physical goods like checks and supplies, the standard shipping policies of the retailer or shipping service would apply.

Quicken Simplifi offers a suite of features designed to provide a comprehensive view of personal finances. Key features include automation for transaction entries, real-time alerts, and custom savings goals to help users track their progress towards financial objectives. The service provides a spending plan that is fully customizable, allowing users to manage their budget effectively. Users can also gain insights with helpful reports and categorize transactions to better understand spending habits. For those switching from services like Mint & Credit Karma, Simplifi offers an easy import option. The app is available on both mobile and web platforms, emphasizing ease of use and powerful financial management tools.

Quicken.com offers the Quicken Mobile Companion App, which is a mobile application that syncs with the desktop data, allowing users to manage their finances on the go. The app is available for both Android and Apple devices. It can be downloaded from Google Play or the App Store. The app provides a range of features, including viewing account balances, adding and editing transactions, and managing budgets. It also offers insights into spending by category and income over time. For investments, the app syncs accounts and balances but does not currently support syncing investment transactions. Users can set up accounts for mobile sync through the Quicken desktop application and then access their financial information via the mobile app.