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

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

Quicken Stories: Stephen Smith

Stephen Smith started using Quicken at a surprisingly young age, tracking his paper route savings as a kid and then the expenses of his first car as a teenager. Years later, when he became a CPA, his background with the software entered his professional life. “I got a call from a potential client,” Stephen remembers, “but he didn’t really need a CPA. He needed a personal Quicken expert. He’d been... Continue reading

2021 New Year’s Resolution: Five Proven Habits That Make It Easy to Manage Your Money

Nothing makes your personal finances easier than having solid data you’ve maintained all year long. With digital records, you can look up just about anything. Your tax deductible business expenses. How much you spent on groceries, month by month. Even the name of the jeweler who fixed your grandmother’s necklace.  If you’ve been meaning to get organized and take control of your finances, the new... Continue reading

10 Things to do in Quicken before the end of the year

As the year winds down, there’s no better time to catch up on your finances. These 10 things to do in Quicken will help you bring your finances up to date, set the right budget, maximize your savings, get a head start on tax season, and start your 2021 finances off on the right foot. 1. Get up to date Even if you usually keep your finances up to date, it’s easy to get behind from time to time,... Continue reading

Quicken Stories: Nancy Colt

Quicken user Nancy Colt has a head for numbers. When she first married Mike, her spontaneous and creative husband, he had multiple checkbooks scattered across their home and office and a sporadic trail of receipts. Nancy first bought Quicken to make their joint taxes easier. As the couple prospered and their asset portfolio became more complex, Quicken helped her watch over their financial... Continue reading
Quicken Transfer Money

Need to Move Some Cash? Here’s How to Transfer Money From One Bank to Another

We live in an age of mobile-only bank accounts and online budgeting apps. And yet, figuring out how to transfer money from one bank to another without paying a fee can be surprisingly difficult.  The best option can depend on whether you want to transfer money between two accounts you own, or transfer money to someone else. The bank you have can also be important, as you may get slapped with a... Continue reading
Quicken Paul Gipson

Quicken Stories: Paul Gipson

Paul Gipson came up through the aerospace industry, watching far too many airlines go under—sometimes right beneath his feet. After 9/11, the company he worked for cut salaries across the board and significantly reduced their 401(k) contributions. He spoke with us to share his personal journey as well as how he used Quicken to keep his retirement plan on track. Paul’s background */ /*-->*/ “I... Continue reading
Quicken Robert Hill

Quicken Stories: Robert Hill, COO

Robert Hill started his career as an entry-level software engineer. Today, he’s the COO of a med-tech firm and a father of five. According to Robert, Quicken has been an integral part of helping him provide for his family. Read his Quicken story to learn how planning, tracking, and actively managing your finances can help you grow your net worth and support your life goals. Humble beginnings... Continue reading

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