Survey Uncovers 3 Key Ways to Improve Your Financial Habits

The lasting effects of COVID-19 have disrupted our daily lives, but as case counts start to drop and vaccination rates soar, society is finally beginning to look ahead to life after the pandemic. Last year, we investigated COVID’s effects on personal finances, revealing the alarming impact of the pandemic across three generations. Now, a new survey investigates current trends in our financial... Continue reading

Quicken Window Tips

Quicken is a powerful personal finance tool with a wealth of features. There are so many features that it is easy to miss many of the things you can do. To help you find new ways to use and improve your Quicken experience, we’ve assembled a number of tips. You’ll find tips here for both beginners and power users. The more you know, the better your Quicken experience will be. You can recategorize... Continue reading
Quicken Mac Tips

Quicken Mac Tips

Quicken is a powerful personal finance tool with a wealth of features. There are so many features that it is easy to miss many of the things you can do. To help you find new ways to use and improve your Quicken experience, we’ve assembled a number of tips. You’ll find tips here for both beginners and power users. The more you know, the better your Quicken experience will be. Did you know Quicken... Continue reading

Quicken Product Highlights April 2021

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5 Personal Finance KPIs You Should Be Tracking

Businesses pay close attention to key performance indicators, or KPIs, in taking stock of their finances. Balance sheets compare assets to liabilities. Profit-and-loss statements and statements of cash flow report revenue and expenses. These kinds of KPIs are just as important when it comes to your personal finances. Knowing how your assets stack up against your debts or what percent of your... Continue reading

8 Extraordinary Women of Personal Finance

Quicken Celebrates Women’s History Month This March, in recognition of Women’s History Month, Quicken celebrates the many extraordinary women who are making history in this moment, shaping the world of personal finance. These thought leaders contribute every day to the vital efforts of personal finance awareness and education, drawing more and more women into the conversation by making personal... Continue reading

How do I assign tax form line items to a category?

Did you know that you can assign tax form line items to specific categories? This can help you easily track expenses with tax implications. Be aware though, that once you assign a tax line item to a category, all expenses in that category will be counted toward that line item. Quicken makes tax information available in calculation tools and tax reports to help you prepare your taxes. How do I... Continue reading

Quicken Product Highlights March 2021

Using Quicken Reports at Tax Time (Windows Product Highlight) When tax time comes, it’s great to have Quicken as a resource. If you have been diligently tracking your income and expenses over the past year, Quicken’s reports will help you get the information you need to complete your taxes. It is important to review your transactions for the year before you run reports. This ensures that you have... Continue reading

10 Ways to Maximize Your Tax Refund This Year

Given the CARES Act and other unique rules that impact your 2020 taxes, we asked CPA Cecilia Leung how to maximize your tax refund this year. Author of Dear Accountant: Stories, Advice and Explorations, Cecilia offered 10 ways to maximize your refund, but she reminded us that the list is far from exhaustive. “There are so many specific deductions,” Cecilia said. “Classroom supplies. Education... Continue reading

7 Lessons for 2021 from Your 2020 Tax Return

It’s always a relief once you've filed your tax return, but don’t be too quick to file it and forget it. The process of gathering your financial information and preparing that return, even if you didn’t prepare it yourself, provides an opportunity for new insights that can serve you well in your financial goals as you move forward into 2021. Here are 7 financial tips for reviewing your 2020 tax... Continue reading

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