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I like the ease of downloading transactions from financial institutions. It makes budgeting and accounting easy. My categories are automatically loaded. It allows you to store your asset information so that you can monitor your stocks and mutual funds. This is useful to see how you are doing in your financial performance and get that daily number on your net worth $$$. But what is most helpful is the budgeting reports. These let you toggle back and forth between your category totals and your detail transactions so that you can see how your spending compares to your yearly budget. The reporting function allows you to build annual budgets and monitor your performance against them. Another great thing, you can download tax related information from Quicken to Turbotax, since they are both owned by Intuit. This is a big time-saver around tax time, and let's face it, that's a busy time for everyone! Review collected by and hosted on G2.com.
I have used Quicken both for Mac and for Windows. I think the Mac platform is a not quite as slick, and I wish it would be easier to transfer information between the two platforms, as I do work for someone with the Windows version. I also would like the reports to be a little easier to customize. I wish Quicken had an insurance policy organizer, as I'd like to use it to organize all of my insurance policies. Review collected by and hosted on G2.com.
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Quicken Review
Full featured desktop application - Needs work on the app
73 out of 74 Total Reviews for Quicken
Overall Review Sentiment for Quicken
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I especially like the fact that bank account and credit card information is directly downloaded into our Quicken account. Review collected by and hosted on G2.com.
Maybe twice a year there is a glitch but it's easily corrected through customer support. Review collected by and hosted on G2.com.
Reliability and frequent interface updates are what make Quicken unique. Without requiring manual data entry, I appreciate that it links to my bank accounts and credit cards and downloads transactions. This connectivity helps me better manage my budgets by allowing me to see my income and expenses in real time. Review collected by and hosted on G2.com.
Though it can be a little challenging to use at first due to its many features, Quicken's technical support is always accessible to answer any questions and help with any adaptation-related issues. Review collected by and hosted on G2.com.
Quicken makes it easy to manage not only personal but also work finances; I find its ability to keep detailed track of monthly expenses and its cross-platform synchronization (for reviewing reports outside and inside the campus office) very useful. And another good aspect is that Quicken allows me to save and export financial summaries in different formats, which is very versatile. Review collected by and hosted on G2.com.
I've no major criticisms to make of Quicken. If anything, on a few occasions I've noticed problems with updates, but they've been quickly resolved with patches or new versions. Review collected by and hosted on G2.com.
Its user-friendly interface makes simple to enter transactions using, either manually or by linking our bank accounts to import financial data automatically.
Every spending category has its own set of limits, and we may establish them and get alerts when they are surpassed.
It provides editable invoice templates with which we can customize the terms and conditions, add the company logo, and add customer information. Review collected by and hosted on G2.com.
To keep it functioning and secure, upgrades are needed on a regular basis; while these are necessary, they can briefly disrupt workflow. Review collected by and hosted on G2.com.
One of Quicken's most useful features is its ability to integrate data from multiple sources, including bank accounts, credit cards, investments and budgets. This makes it much easier to accurately track income and expenses, and also allows us to present financial reports clearly and concisely within the team and to other stakeholders. Review collected by and hosted on G2.com.
I have no complaints regarding its functionality or performance. Its ability to simplify financial management and improve efficiency in our daily tasks has been second to none. Review collected by and hosted on G2.com.
We are able to maintain an exact record of every financial activity, from sales income to invoice payments, thanks to detailed transaction tracking. We may define and monitor particular financial goals with Quicken's configurable budgets. On the other hand, the customer support team is very fast and efficient. Review collected by and hosted on G2.com.
Quicken is functional, but there are moments when data synchronization and update speed are sluggish. Review collected by and hosted on G2.com.
Quicken provides us with a comprehensive overview of our company's finances and includes user-friendly capabilities. I highlight the expense tracking function, which enables our team to maintain an accurate log of all outlays and guarantees effective administration of the funds allotted to each project. Review collected by and hosted on G2.com.
There are moments when I wish I could modify the reports' format and structure more to better suit my needs. Review collected by and hosted on G2.com.
Quicken's ability to thoroughly classify and analyze spending makes budget control and reporting for my clients much simpler. Furthermore, the tax reporting tool makes preparing my tax return much easier by arranging capital gains and deductible transactions in an understandable and efficient way. Review collected by and hosted on G2.com.
Even if the software has some basic functions for tracking investments, I would want more powerful tools for a more thorough and in-depth study of portfolios. Review collected by and hosted on G2.com.
