You can choose from numerous types of tables, charts, and other graphical content to display there. What used to be called the Dashboard is now the Main View, which is exceptionally customizable. I appreciate that you can see the entire dashboard on one screen, no scrolling required. You can hide cards, duplicate or rename them, and choose accounts to include. Cards shows you Uncategorized Transactions, Recent Transactions, Top Spending Categories, Bills, and Income & Transfers. It has a collection of cards (oblong boxes), which, taken together, provide a good overview of your finances. Quicken has two homepages, accessible by clicking tabs in the upper left of the screen. The mishmash makes for an inconsistent user experience, but it doesn’t get in the way. The software’s overall user interface is quite good, although-and this is a minor quibble-some screens are a blend of newish, state-of-the-art graphics and old Quicken dialog boxes and buttons. Standard Windows conventions like icons, fill-in-the-blank data fields, and occasional wizard-like tools simplify navigation and data entry. The center of the screen is your working area, and it's generally quite understandable. Clicking on one of these opens a submenu of functions for that topic. Unfortunately, Quicken's free credit score is only updated quarterly, as opposed to Credit Karma's daily updates.Ī horizontal toolbar at the top of the page divides the software into its primary activity areas, like Spending, Bills & Income, and Planning. To get your credit score, you must sign up for Quicken's free service. Your net worth appears at the bottom of the pane, as well as a link to your credit score. Clicking on any of these takes you to a more detailed view, usually a register or graphs. Your accounts and their balances appear in a vertical pane on the left, divided into Spending and Saving, Investing and Retirement, Property and Assets, and Loans and Debt. Quicken's newest tools, especially the companion mobile app, offer a state-of-the-art user experience, which tends to make older features look dated by comparison. If you're familiar with Quicken, it looks and works much as it did in recent years, though its performance has improved, and it’s updated with enhancements every four to six weeks. See our list of 12 things you can do to be more secure online for more advice. It’s still important to take steps on your own to protect yourself, like using a unique password generated and stored in a password manager, and not clicking suspicious links in email. Security is more critical when you're accessing your information over the internet, but Quicken has added support for multi-factor authentication at login to increase protection against identity theft. Is Quicken Safe to Use?Įven if you only use Quicken as a desktop program and don’t access the companion website or the mobile apps, your computer can still be hacked and your personal financial data stolen. Quicken Deluxe now includes a setup bar on the right side of the screen that walks new users through the steps of preparing the software for use. Mint and other competitors work similarly. You usually just supply the username and password that you use to log in to these online accounts, though sometimes there are additional security requirements. There you can choose from options related to program functions like navigation, the register display, and downloaded transactions.Īnother crucial part of the set up is connecting your online accounts if you want Quicken to import cleared transactions from your financial institutions. Open the Edit menu in the Windows toolbar and select Preferences. Quicken Deluxe comes ready to use, but you need to do a few setup chores to make it work the way you want. Quicken Home & Business lets you track business and tax data it also supports invoicing and some rental property management. Quicken Premier offers more sophisticated investment tracking. The version we tested, Quicken Deluxe, also tracks loans, investments, and retirement accounts. Quicken Starter is best if you just want to connect to your financial accounts and track income and expenses, monthly budgets, bills, reports, calendars, and alerts. You can track your income and expenses, create budgets, and run reports in every version. Quicken Home & Business for $119.88 per yearĮvery version lets you download transactions from financial institutions (for checking accounts, credit cards, and so on) to give you a comprehensive view of your finances through a variety of lenses.Best Hosted Endpoint Protection and Security Software.
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