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Quicken Inc

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115 reviews
  • 2 profiles
  • 2 categories
Average star rating
4.1
Serving customers since
2016

Profile Name

Star Rating

56
35
19
4
2

Quicken Inc Reviews

Review Filters
Profile Name
Star Rating
56
35
19
4
2
Kevin L.
KL
Kevin L.
Sales Manager - Helping Geotech and Environmental Engineers Overcome Challenges In Data Collection and Data Management
06/14/2022
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Best Personal Budgeting and Tracking Tool Out There! BUT...

Quicken is a fantastic tool for aggregating all your financial information into one place. It has a pretty good direct link system to most major banks and financial institutions to get up to date information quickly. The one thing that sets it apart for me is the ability to put future transactions into a particular account's ledger, giving me the ability to "see into the future" of my finances. You wouldn't believe it, but that functionality is not widely available in any of the other financial tracking tools/apps I've tried. (And I've tried a LOT of them.)
Vishal H.
VH
Vishal H.
05/31/2022
Validated Reviewer
Review source: G2 invite
Incentivized Review

Great quicken

Chart of accounts; reconciling; bank int
Mark M.
MM
Mark M.
Senior Business Analyst at Treinen Associates
04/20/2022
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

While the subscription is not inexpensive, after many years it's finally connecting fairly reliably

After years of inconsistent connections, it's now able to consistently connect to most financial institutions to update activity and detailed investment brokerage transactions. Reconciling your accounts is very easy if you can maintain a consistent electronic connection with the financial institutions housing your accounts. Good syncing to the cloud using a relatively useful mobile app (mine is an Android phone). Plays nice with Microsoft's OneDrive, as a means of backing up your data. Manages to perform well even if your database includes decades of financial history. Most features operate intuitively and, when you have a question about something, there's a good community of fellow users to help with support. Good reporting capabilities, including the ability to create and update custom reports and to export their results to Excel. Good ability to create custom invoices and to manage client accounts and track client-based projects if yours is a small business. Good integration to a couple of other financial products offered by Quicken.

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HQ Location:
Menlo Park, CA

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@quicken

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Year Founded
2016