8 Extraordinary Women of Personal Finance
4 MIN READ
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?
7 MIN READ
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
3 MIN READ
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
7 MIN READ
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
5 MIN READ
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
Can I Contribute to Both a 401(k) and IRA?
5 MIN READ
When it comes to building retirement savings, it’s easy to feel confused about where you can save, and how much. One of the most frequent questions we encounter is, “Can I contribute to both a 401(k) and IRA?”
The answer is yes. In fact, this is the most ideal situation for individuals as it allows you to take advantage of the various tax benefits of both retirement accounts. However, while you... Continue reading
How Do I Combine My Quicken Finances With a Spouse or Partner?
4 MIN READ
There are some added complexities that come with tracking two or more people’s finances. Most commonly, people associate combining financial tracking with marriage, but there are many circumstances that may require tracking multiple people’s accounts and spending. You may be tracking finances for yourself and a spouse, partner, parent, child, or someone in your care. The key to tracking more than... Continue reading
Quicken Stories: Stephen Smith
9 MIN READ
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.
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“I got a call from a potential client,” Stephen remembers, “but he didn’t really need a CPA. He needed a personal Quicken... Continue reading
Quicken Product Highlights February 2021
8 MIN READ
Windows Product Highlight - Savings Goals
This month, the Quicken team would like to show you our Savings Goals feature. When most people use the Planning tab in Quicken, they concentrate on the Budgets section. Another valuable tool on that tab is the Savings Goals section. If you haven't created a Savings Goal yet, you’ll see a blue Get Started button. Select Get Started to bring up the... Continue reading
For Love or Money? Home Budgeting for Couples
6 MIN READ
When it comes to relationships, money isn't usually the best topic for a first date. But, as things get more serious, couples eventually need to decide when and how to merge their finances after marriage. In fact, many couples start planning their joint financial future before they say, “I do.”
Although there’s no one best solution for everyone, Quicken’s suite of personal finance management... Continue reading
