quicken.com
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Quicken sells subscription personal-finance software and desktop apps for people who want bank syncing, bill management and deep investment/tax reports. It is a desktop-first tool with locally stored files and portfolio tracking rather than a mobile-only budget app.
Bank connectivity
Automatic downloads from many U.S. banks reduce manual imports and assist reconciliation.
Investment reporting
Provides detailed cost‑basis, gains and portfolio reports for tax reporting and performance tracking.
Subscription model
Annual plans include updates and cloud sync while the subscription is active.
What Quicken is known for
Quicken is best known for desktop‑centric personal finance with deep investment and tax reporting. Its Windows and Mac apps focus on reconciled ledgers, detailed cost‑basis and capital gains calculations, rental and small‑business bookkeeping, and one-click downloads from many U.S. banks. The product emphasises local data files and detailed portfolio management rather than mobile-only budgeting.
Pricing and promotions
Quicken is sold as time‑limited subscription tiers. First‑year promotions and seasonal discounts are the main ways to reduce the first‑year cost. Promotions include Black Friday/holiday promos, publisher coupon codes, and occasional partner deals from banks or retailers. Renewals typically bill at the standard rate, and first‑year discounts may not apply on renewal.
Delivery, returns and trust
Purchases are delivered digitally — download and activate immediately. Quicken supports a 30‑day money‑back guarantee for subscription purchases (contact support to request a refund). Because it links bank accounts, connection availability varies by bank; subscription renewal terms specify billing and automatic renewal details.
What they sell
Verdict
Key facts
- Offers desktop apps with local data files and investment and tax reporting.
- Provides automatic bank downloads and consolidated bill/pay features.
- Distributed as an annual subscription that includes updates during the term.
Limitations and risks
- Subscription‑priced service; renewals typically bill at the regular rate and first‑year discounts may not apply thereafter.
- Bank connection availability varies (many U.S. banks are supported); functionality may be limited for non‑U.S. banks, and the product is not designed for extensive multi‑user collaboration.
FAQ
What is the refund or returns policy for digital purchases?
