Freedom251 › Portfolio Management Software
Quicken
by Quicken
What Quicken is
Quicken is a paid software family for personal finances, business finances, and life information. Quicken Simplifi is a cloud-based personal finance app with budgeting, spending, savings, investments, account connections, performance reporting, allocation analysis, and net-worth tracking. It can connect accounts from more than 14,000 financial institutions, track stocks, ETFs, mutual funds, bonds, and cryptocurrency, and calculate Internal Rate of Return and Time-Weighted Rate of Return. Users can share investment tracking through separate logins. Quicken Business & Personal combines business and personal finances for freelancers and small businesses, with tax, cash-flow, income, expense, invoicing, and online-payment tools. LifeHub organizes, protects, and shares essential information. Cloud products run on web and mobile, while Classic runs on Windows and Mac and stores data locally. Simplifi costs $3.99 a month billed annually; Business & Personal costs $4.99 a month billed annually. Memberships renew annually unless cancelled.
Who it suits
Quicken suits people managing household budgets, investments, or net worth, as well as freelancers and small businesses handling combined finances. Its products are designed for users in the U.S. and Canada.
What it does well
- Budgeting, bills, and net-worth tracking
- Investment links to over 14,000 institutions
- Tracks multiple investment asset classes
- Business tax and invoicing tools
- Web, mobile, Windows, and Mac options
What to know first
- No free plan
- Memberships renew annually automatically
- Designed for U.S. and Canada
- Some plans billed annually
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Quicken Simplifi | billed annually · Budgeting, savings, investments, and personal finance management | $3.99 a month |
| Quicken Business & Personal | billed annually · Business and personal finance management for freelancers and small-business owne | $4.99 a month |
As quicken.com lists them, read 27 Sept 2026. The maker's own page has the final word.
Verdict
Quicken brings personal, investment, business, and life-organization tools into one product family. Its separate products and platform choices cover varied financial workflows, but there is no free plan and memberships renew automatically.
Facts from Quicken's own pages
- Account sync
- both · quicken.com, 21 Sept 2026
- Automatic renewal
- Memberships automatically renew annually at then-current rates unless terminated. · quicken.com, 27 Sept 2026
- Regional availability
- Quicken products are designed for use in the U.S. and Canada. · quicken.com, 27 Sept 2026
- Bill tracking
- Yes · quicken.com, 21 Sept 2026
- Budgeting tools
- Yes · quicken.com, 21 Sept 2026
- Business finance app
- Quicken Business & Personal combines business and personal finances for self-employed and small business users. · quicken.com, 27 Sept 2026
- Business tools
- Business & Personal includes tax, cash flow, income, expense, invoicing, and online payment tools. · quicken.com, 27 Sept 2026
- Classic data storage
- Quicken Classic stores data locally on Windows and Mac. · quicken.com, 27 Sept 2026
- Personal finance app
- Quicken Simplifi is a cloud-based app for personal finance, budgeting, spending, and investments. · quicken.com, 27 Sept 2026
- Corporate headquarters
- Quicken lists its corporate headquarters in Menlo Park, California. · quicken.com, 27 Sept 2026
- Customer history
- Quicken says it has served more than 20 million customers since 1984. · quicken.com, 27 Sept 2026
- Founded
- 1984 · quicken.com, 24 Sept 2026
- Free plan
- No · quicken.com, 21 Sept 2026
- Headquarters
- Menlo Park, California, United States · quicken.com, 24 Sept 2026
- Investment assets
- Tracked holdings include stocks, ETFs, mutual funds, bonds, and cryptocurrency. · quicken.com, 27 Sept 2026
- Return metrics
- Simplifi calculates Internal Rate of Return and Time-Weighted Rate of Return. · quicken.com, 27 Sept 2026
- Investment connections
- Simplifi can link accounts from more than 14,000 financial institutions. · quicken.com, 27 Sept 2026
- Life organization app
- Quicken LifeHub organizes, protects, and shares essential information. · quicken.com, 27 Sept 2026
- Mobile apps
- both · quicken.com, 21 Sept 2026
- Net-worth tracking
- Yes · quicken.com, 21 Sept 2026
- Supported platforms
- Cloud-based products run on web and mobile; Classic is available on Windows and Mac. · quicken.com, 27 Sept 2026
- Portfolio news
- Simplifi provides curated financial news relevant to specific holdings. · quicken.com, 27 Sept 2026
- Report export
- Yes · quicken.com, 21 Sept 2026
- Security and privacy
- Quicken says it uses robust security and will not sell personal data. · quicken.com, 27 Sept 2026
Where Quicken stands on Freedom251
- Portfolio Management Software#52 of 81
- Personal Finance Software#154 of 181
- Budgeting And Expense Tracking#28 of 29
- Personal Budgeting and Expense Tracking Apps#26 of 26