Updated: 10/05/2025 19:50:40
Quicken
Quicken is a long-established personal and small-business finance software suite that combines cloud-connected apps (Quicken Simplifi, Quicken Business & Personal, Quicken LifeHub) with the traditional Quicken Classic desktop editions. It focuses on budgeting, account aggregation, investment tracking, cash-flow projection, small-business invoicing/tax schedules, secure document/estate management, and subscription-based plans with platform support across desktop, web and mobile.
Classic desktop editions
Quicken Classic offers Windows and Mac desktop software (Deluxe, Premier, Classic Business & Personal) with local data storage and advanced investor/business features for users who need full desktop functionality and deeper reporting. [1]
Company background, mission and footprint
Quicken’s stated mission is to help customers lead healthier, more confident financial lives. The company traces over 40 years of product evolution (desktop origins through mobile/web apps and recent rebrands), operates multiple offices (including Menlo Park, Arizona and Bengaluru), and maintains a careers page for hiring. [2]
Connectivity and integrations
Quicken connects to more than 14,000 financial institutions for account aggregation and provides companion web and mobile apps (Simplifi and Business & Personal) alongside desktop offerings; some desktop subscriptions include limited cloud storage (e.g., 5 GB Dropbox while active). [3]
Core personal finance features
Across plans Quicken provides budgeting and spending tracking, goal‑based savings, customizable reports, projected cash flow, retirement planning and investment analysis; higher Classic tiers add more advanced portfolio tracking and investor tools. [4]
Pricing, subscriptions and refund policy
Quicken is sold by subscription (monthly or annual billing shown on product pages) with tiered plans, promotional first‑year pricing on site, automatic renewal at then‑current rates, and a 30‑day money‑back guarantee; detailed plan comparisons and features are published on the pricing page. [5]
Product lineup and positioning
Quicken’s product family includes Simplifi (mobile-first budgeting, saving and basic investing tools), Business & Personal (self‑employed and small-business cash‑flow, invoicing and tax schedules), LifeHub (secure organization and sharing of vital documents and estate information), and Classic desktop editions (Deluxe, Premier, Classic Business & Personal) for power users who prefer locally stored, feature‑rich desktop software. [6]
Quicken LifeHub (document and legacy management)
LifeHub is designed to securely store, organize, and selectively share essential life documents, estate plans and emergency access instructions, with tools intended to improve readiness and continuity for families and executors. [7]
Security, privacy and data handling
Quicken emphasizes industry‑standard protections (including 256‑bit encryption for stored/transmitted data), a stated no‑ads business model, and privacy commitments (claims not to sell user data) with published privacy policies and user rights information (including CCPA resources). [8]
Small‑business features
Business & Personal and Classic Business editions add invoicing, unlimited clients/projects/invoices on applicable plans, cash‑flow and profit tracking, and built‑in tax Schedules (e.g., Schedule C & E) to simplify small‑business and rental tax preparation. [9]
Support, community and learning resources
Quicken maintains product‑specific support centers (Simplifi, Classic, LifeHub) with knowledge bases, community forums, phone/chat support, help articles, calculators and product blogs; the company reports having supported millions of users over its history and offers account management portals. [10]
References:
Additional Sources:
11. About Quicken — company overview [https://www.quicken.com/about-us/]
12. Apps and connectivity overview [https://www.quicken.com/go/apps]
13. Business & Personal product page [https://www.quicken.com/products/business-personal]
14. Classic desktop editions [https://www.quicken.com/products/classic-premier]
15. LifeHub product page [https://www.quicken.com/products/lifehub]
16. Manage your budget — Quicken features [https://www.quicken.com/features/manage-your-budget]
17. Pricing comparison and plans [https://www.quicken.com/products/pricing-comparison/]
18. Privacy policy and data practices [https://www.quicken.com/privacy]
19. Quicken — Official homepage [https://www.quicken.com]
20. Quicken Simplifi product page [https://www.quicken.com/products/simplifi]