Quicken Reviews

Here are the steps to open an account on quicken.com:

1. Activate Quicken Membership: If you purchased a Quicken subscription from Quicken.com, sign in with your Quicken ID to activate your membership. If you purchased from a retailer, install Quicken on your computer and sign in or create your Quicken ID to set up your profile. Enter your 16-digit activation code when prompted.

2. Set up Quicken Profile: Update your Quicken profile and click Continue. If prompted, select whether or not to sync Quicken data to your mobile device or to the Quicken web application.

3. Set up First Account: To add an account, tell Quicken where you do your banking and investing. Quicken will connect to your bank, download your transactions, and give you a spending report. Click Add Account. Enter or choose the name of your financial institution. If there is more than one way to connect to your financial institution, Quicken will prompt you to select your preferred connection method. Enter your bank sign-in information.

Remember, these steps are for setting up an account on Quicken. If you want to view an existing account, you can do so from the Account Bar or the Account List. Choose Tools menu > Account List and click the name of the account you want to open.

Here are the top 10 alternatives to quicken.com:

1. Empower: Free financial dashboard and wealth planner.
2. Tiller Money: Spreadsheet automation for full customization.
3. Pocketsmith: Budgeting and financial forecasting.
4. YNAB (You Need A Budget): Zero-based budgeting.
5. Everydollar: For followers of Dave Ramsey.
6. MoneyDance: Sophisticated asset tracking for higher net worth users.
7. Simplifi by Quicken: Inexpensive, online, & light version of Quicken.
8. Goodbudget: Follows the envelope budgeting method.
9. CountAbout: Can import data from Quicken.
10. Buxfer: The best overall Quicken alternative.

These alternatives offer a range of features from budgeting to financial forecasting and wealth planning. Some of them even allow data import from Quicken for a smooth transition. Remember to choose the one that best fits your personal finance needs.

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 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.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.