To plan for where you are going, you first need to understand where you are today.
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Planning for your financial future starts with taking stock of where you are today
Connect to over 14,000 financial institutions to see where you stand with your various accounts
Get a comprehensive view of your holdings and investment portfolio – 401(k)s, 403(b)s, or IRAs
Understanding your spending will allow you to create an accurate forecast of what you’ll need in the future
- See detailed breakdown of spending (and income) by category across all of your accounts (checking, savings, credit cards, debit cards)
- Create a customized budget that fits your unique situation
- Pay and stay on top of your bills and other recurring expense with upcoming bill alerts*
- Easily generate spending or cash flow reports for yourself or for your financial planner or advisor
Know your net worth – instantly
Get a handle on retirement planning with a tool that considers your complete net worth, including assets and liabilities.
See a single comprehensive view of your holdings and investment portfolio
Explore your optimal investing allocation (Windows only)
Automatically track your home value with Zillow (Windows only)
Use the Lifetime Planner (Windows only) to model long-term what-if scenarios to see how your lifestyle choices impact your retirement
Find the Quicken that works for you
Premier
Everything in Deluxe, plus:
- Free online bill payment (a $119/year value)*
- Priority access to customer support (a $49 value)*
- Simplify your taxes and investments
- Best value
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Home & Business
Everything in Premier, plus:
- Separate and categorize business and personal expenses
- Email custom invoices from Quicken with payment links
- Simplify and track your business tax deductions and your profit & loss
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“Quicken gives me peace of mind that my wife and I can live the life we want when we retire.”