Running a business means juggling countless moving parts, from landing new clients to tracking every deductible mile. Quicken Business & Personal will soon release two major updates that can give you more time back to focus on what you do best.

Whether you’re sending estimates to potential clients or tracking business miles for tax deductions, these features deliver the professional tools you need.

Here’s everything you need to know about what’s new.

Estimates: Set clear expectations from the start

For many businesses, work can’t start until the client has approved an estimate. Estimates set clear expectations, define the project scope, and lay out the costs, so you can avoid misunderstandings while protecting your margins and building strong customer relationships.

Now, Quicken Business & Personal makes creating and managing estimates effortless. Send polished, branded estimates in minutes, track their status, and negotiate changes, all while keeping a full history for future reference.

How it works

The new Estimates feature offers multiple starting points for maximum flexibility. Create an estimate within a specific project, from a client profile, or from the invoice dashboard, making it easy to start your estimate wherever you’re already working.

Estimates let you draft longer, more descriptive line items. This means you can fully explain the work or products being quoted, reducing questions and building client confidence. Need to create a similar estimate? Simply copy an existing one, whether for the same client or a new one, and adjust only what you need to.

Every estimate can include your business name, logo, and contact details, reinforcing your brand and professionalism. You can even specify payment terms and add notes about retainers or deposits directly on the estimate, ensuring that expectations are clear before work begins.

Professional delivery and tracking

Estimates can be emailed or printed as non-editable PDFs, giving clients a clear, professional document they can review, sign, or save for their records.

The system tracks clear statuses — such as draft, sent, accepted, or declined — so you always know where each estimate stands. Clients can easily approve or decline estimates, helping you move quickly to the next step.

Even outdated or declined estimates remain accessible for future reference, making it easy to revisit past proposals for pricing or scope ideas.

Mileage tracking: Turn every mile into tax savings

Mileage deductions can mean significant tax savings for business owners, but only if the records are accurate and IRS-compliant. If tracking mileage is messy or inconsistent, trips can be forgotten, receipts can go missing, and rates can change from one type of trip to another, making it nearly impossible to get the deduction right.

Quicken Business & Personal puts mileage tracking in the same place as the rest of your financial data, making it easy to log, calculate, and report deductible miles.

Flexible entry options

Need an easy way to start? Simply enter your total annual mileage. This ensures the deduction appears on your Taxes report without the need for complicated trip-by-trip entry. It’s perfect if you’re tracking your mileage some other way but want everything consolidated for tax time.

Detailed tracking when you need it

For more precision, log individual trips with key details like date, mileage, business or personal purpose, specific business (if you have more than one), trip reason, and your start/end locations.

The system automatically applies the correct IRS standard mileage rate based on the date the miles were driven, even if that rate changed mid-year, so your deduction is always accurate.

The round-trip toggle is a thoughtful time-saver. Simply mark a trip as round-trip, and Quicken Business & Personal automatically creates the return trip with matching mileage.

Complete tax integration

View your total miles driven and the calculated dollar value of your deduction for the current year as well as past years, making it easy to track changes over time. The system integrates seamlessly with tax reporting, so mileage totals and deductions appear automatically in the Taxes report. This gives you a complete, accurate view of all tax-related data in a single place.

Why these updates matter

These two new features address the daily realities of running a business. They’re about taking the essential tasks you already do — estimating work, tracking mileage — and making them faster, more accurate, and easier than ever.

Together, they represent a significant step forward in how Quicken Business & Personal helps you manage the business side of your finances. Each feature integrates seamlessly with your existing workflow, maintaining the clean separation you need between business and personal finances while organizing everything in one convenient place.

Getting started

These features will soon be available to all Quicken Business & Personal users. Each one includes helpful guidance to get you started quickly. And remember, Quicken offers free phone and chat support if you’d ever like a hand.

Your business deserves tools that work as hard as you do. These updates to Quicken Business & Personal deliver on that promise, providing sophisticated capabilities that are genuinely easy to use. Give them a try and see how they can streamline your business finance management.