Quicken comes with built-in categories and tax reports, but you can change them too. Here’s how to map your setup to tax form line items and make tax prep easy.

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 properly categorized your transactions, especially those related to income and expenses, that may impact your taxes.

Want to combine your finances with a spouse, partner, or other family member? Quicken lets you track accounts separately or combine your net worth. Learn how.

Windows Product Highlight – Savings Goals

Quicken is the most comprehensive and customizable personal finance management solution on the market. This month, the Quicken product team highlights our bill tracking tools.