Quicken Family Enterprise

For sophisticated financial lives

If yours includes trusts, real estate, private investments, and family businesses, this is designed for you.
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Windows
Screenshot of Quicken Entity Summary table overlaid on a photo of a man in a suit seated in a private jet. The table shows Net Worth, Jan 1 Value, YTD Change, 5 Year Trend, and Bank/Invest Cash for Business Entities Group and Family Entities Group.
  • Screenshot of an Asset Allocation chart in Quicken showing horizontal stacked bar graphs for multiple entities including Household, Parents Accounts, Lakewood Holdings LLC, Daughters Accounts, Smith Family Revocable Trust, and Parents Trust. Asset categories include Unclassified, Domestic Bonds, Large Cap Stocks, Small Cap Stocks, International Stocks, Other, Cash, and Alternative.
    Expanded oversight

    From trusts to LLCs and more, manage and grow it all from one place.

  • Screenshot of two support options: Call executive care team and Schedule 1:1 support.
    On-call concierge services

    Consult with dedicated specialists for personalized support at your convenience.

  • Screenshot of a Share Finances dialog for John and Janes Finances. An Assign Entity Permissions table lists six entities including Household, Parents Accounts, LLC 1, Family Trust, Daughters Accounts, and LLC 2, each with permission options for None, View-Only, and View and Edit.
    Secure & seamless sharing

    Allow family, staff, or advisors to access critical info about your entities as you see fit.

  • Every entity, organized your way

    Customize accounts across everything you oversee.

    Screenshot of a Manage Entities dropdown menu listing All Entities, Groups including Family Entities Group and Business Entities Group, and individual entities such as Education Trust, Daughters Accounts, Smith Family Revocable Trust, Household, and Lakewood Holdings LLC.
  • Check performance at any level

    Run built-in reports by entity, including tax reports.

    Photo of a man seated at a desk reviewing printed documents, with a line chart icon overlay in the upper left corner.
  • Track venture and private equity funds

    Include capital calls, valuations, and activity in the same place.

    Screenshot of a Capital Calls chart in Quicken showing bar graphs and an Uncalled Commitment line from 2020 to 2025, with values ranging from $500K to $3M. An All Entities dropdown is visible in the upper right.
  • Continuity across generations

    The right people get access to what they need, now and later.

    Photo of two men seated on a sailboat, smiling, with a folder icon overlay in the upper left corner.
  • Make desktop data failsafe

    Opt into online backup to fully secure local files, just in case.

    A laptop displaying a Quicken investment portfolio dashboard, with a cloud padlock icon above it representing secure data protection.
  • Take care of bills in seconds

    Trigger up to 100 bill payments per month from your register.

    Screenshot of a Bill Manager Payment Usage dialog in Quicken showing a payments table with columns for Payee, Memo, and Category, and options to Set up payee for Quick Pay (companies) and Set up payee for Check Pay (individuals and small businesses).

  • Net worth tracking

    Real-time updates from your connected data, plus Zillow integration

  • Portfolio optimization

    IRR, ROI, dividend tracking, and access to Morningstar X-Ray®

  • Milestone planning

    Run projections, model tax implications, and optimize your strategy

  • Automated tax prep

    Export schedules A–F to your tax software and tag expenses as you go

Quicken Family Enterprise

The top-tier platform for wealth oversight

Maintain complete clarity, control, and continuity across multiple ventures.

Windows
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Family Enterprise

$ . $ /year Billed annually
  • purple circle checkmark icon

    One secure place to structure and steer all of your entities, assets, and collaborators

  • purple circle checkmark icon

    Dedicated concierge support
  • purple circle checkmark icon

    Share sensitive data on your terms with view-only or edit access
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