For more information: Each year Intuit introduces new versions of Quicken and QuickBooks, and the features offered in the various "flavors" of both products usually get shuffled around a bit. A particular reporting feature available only in QuickBooks Premier last year might be included in QuickBooks Pro this year. In other words, the mix of features offered in different versions changes so frequently annually that it's difficult to stay ahead of them. Where product feature differences are mentioned, understand that the information may not necessarily be current, particularly if it's been a while since this article's most recent revision date shown above.
Terms, conditions, pricing, features, offers and service options subject to change without notice. Online services require internet access.
Third-party terms and additional fees may apply. Phone support, online features, and other services vary and are subject to change. Standard message and data rates may apply for sync, e-mail and text alerts. Not all Quicken desktop features are available in the App. The App is a companion app and will work only with Quicken and above desktop products. Purchase entitles you to Quicken for 1 or 2 years depending upon length of membership purchased , starting at purchase.
Full payment is charged to your card immediately. At the end of the membership period, membership will automatically renew every year and you will be charged the then-current price prices subject to change. You may cancel before renewal date. For full details, consult the Quicken Membership Agreement. This review only speaks to the question of whether this is a worthwhile upgrade from the version. The version contains very few new features when compared to the version.
Whether you find these new features worth the upgrade price is debatable. The quicken site is a bit misleading in their "new features" list since many of the items they mention were already in the version. As with past Quicken upgrades, they largely give you MORE of a existing feature, and not much in the way of new features.
So, for example, MORE banks are supported for direct connect. MORE transactions can be automatically categorized since auto-categorization already existed. So in these cases, if your banks are already supported and you don't use auto-categorization, then these enhancements are irrelevant.
So for those thinking of upgrading from , here's the list of only NEW features in the version: This could be handy if you use many accounts and want to enter, maintain and view your transactions in one place.
However, if you download transactions from your banking and investment institutions, the download window does not show up when you are in this mode, so you will be forced to continue using the individual account registers anyway. You can decide which columns appear in each individual register. I'm fairly certain this wasn't in the prior version.
I guess you can now password protect attachments. They've moved menu items and eliminated speed button lists in registers. So, for example, the "Live Community" speed button was eliminated; It is now found as a "Help" menu item. Also, each account's "Overview" speed button has been eliminated; You now find that in the "Account Actions" menu. Since it is likely that the eliminated speed buttons were rarely needed by most users, the changes will be well received. That's it! Is it worth the upgrade?
You decide. Always know how your home-based business is doing. Helps maximize deductions and simplify your taxes. Easily Organizes Your Personal and Business Finances Manages Both Your Personal and Business Finances Together in One Place Organizes your financial information by bringing your personal and home-based business accounts together in one place--including banking, credit card, loan, k , and investing accounts.
Avoid the hassle of going to multiple websites: Access over 12, banks, brokerages and other financial institutions--including PayPal. Then, Quicken shows you where you're spending your money, including both business and personal expenses. Check in anytime to see exactly where your personal and business finances are for the week, month or year.
Helps Maximize Deductions and Simplify Your Taxes Captures all your deductions, including mileage and expenses for specific jobs, or even household expenses that you can partially write off. The business tax deduction summary lets you instantly see your tax deduction status throughout the year to help avoid any April 15th surprises. At tax time, save time by creating Schedule C reports for your accountant. You can also easily export your data directly to TurboTax to prepare your taxes quickly and accurately.
Simplifies Estimating and Invoicing Easily create, print, and save professional-looking estimates and invoices for your clients and customers. Comprehensive investing and planning tools help you easily track, analyze, and optimize your investment portfolio. Know your risk vs. Provides Comprehensive Investing and Planning Tools Easily track, analyze, and optimize your investment portfolio. You can see changes in assets, liabilities, and net worth with one click: For example, use Morningstar Ratings to compare mutual funds and see which ones best fit your investment management goals.
Getting Started Is a Breeze It's simpler than ever to put Quicken to work for you--so you can reach your personal finance goals faster. With the new Guided Setup, you just answer a few simple questions; we'll show you how Quicken works, and what to do next.
You'll see your total financial picture come into focus even sooner than you expect. Create--and Stay--on Budget We make it easy to get on--and stay on--a budget. Quicken automatically sets up budget goals based on your historical spending. You can easily customize your plan, and Quicken then tracks your progress. Never Miss a Bill See what bills have already been paid, what's coming up, and if you have enough left in your accounts to cover them--all in one convenient place.
Set reminders to pay bills on time and instantly check the status of past bills so you can avoid those pesky late fees! Easily Uncover Any Unusual Account Activity We've made it easier to review your transactions, so you can quickly spot anything that looks inaccurate or out of place.
If a transaction requires follow-up, you can flag it with a reminder. Shows you how to minimize taxes on your investments. View all your accounts in one place.
See exactly where your money's going with auto-categorization. Easily export your data directly to TurboTax for fast and accurate tax preparation. If you have a question about something specific you're trying to do, just look to Live Community on the right of the Quicken screen for the answer. Offer listed above cannot be combined with any other offers.
Saturday, January 8, Tax Software. This purchase was a huge disappointment. The software is new and there were only nine reviews, but they were all extremely positive, so I felt confident taking the plunge.
I was so excited in fact, that I paid a premium to download rather than wait for UPS. In retrospect, I should have paid more attention to the eerie similarity between the reviews, and in fact they were all from beta testers shills? The new version was supposed to run faster and work with twice the number of financial institutions. But this is not what I experienced. I was fairly content with Home and Business Turns out none of these accounts are accessible with !
It was a complete waste and it actually runs slower than Don't be snookered like me, save your money. I've been using Quicken since the DOS days, have been a software analyst working with corporate ERP software, been around the software block a bit in my day.
I had great expectations for Quicken , after reading some of the glowing reviews from alleged beta testers, touting the "best Quicken ever". I'm not sure I understand the excitement. One feature that was pretty informative was the Cash Flow panel, which showed you how much you took in, how much you spent, and a bottom line for the month.
They took the most useful feature out of the product. So, instead of perhaps tweaking any minor issues they may have had with it, they chose to just throw the baby out with the bath water. I'm utterly amazed. So, I figure, if they got rid of such a useful baseline measure of your overall finances, they must have introduced something newer and better, right?
They have an applet that you can add to your home page that shows your spending for the period. Great, I thought, now let me find the applet that shows my income for the period, and that will serve me almost as well as the solution.
Gee, doesn't seem to exist. What in Heaven's name is Intuit thinking? For anyone using , trying to decide whether to upgrade to ? Trust me, skip it. This is the obvious result of having absolutely no other commercial competitor in your market.
For any software geniuses out there, now would be a great time to throw a product together and compete with Quicken. And please, give me a way to see my overall Cash Flow in an easy to understand, management level graph, on a single page. I just downloaded and installed the R4 update. It didn't automatically show up for me, I had to customize my home page and add it. That makes a big difference to me, as it's a good general barometer of my overall monthly income and spending, in basically a snapshot view.
Given Intuit's response to customer calls for this feature, I am raising my rating from two stars to five stars. While there are still some enhancements I would like to see, with respect to accruals of no-interest payment promotions on credit cards, I have been using Quicken since