Quicken Product Highlights July 2021

Quicken Windows Save time and typing with the Memorized Payee List When you’re looking at your account register, you may notice that Quicken fills in information for you. For example, a transaction you downloaded from your bank has the Category, Tag, and Memo you chose the last time you reviewed a transaction for that payee. That is because Quicken automatically memorizes payees for you so that... Continue reading
Happy people in their home cooking

What Does Financial Freedom Mean to You?

Make It Happen with Quicken

What’s your vision of financial freedom? Is it waking up every morning in your dream home? Or knowing you’ll have the freedom in your retirement to do what you want to do?  No matter what your personal definition of financial freedom might be, Quicken’s comprehensive set of tools and features can help you reach that goal with confidence. 4 Visions of Financial Freedom (And How to Get There) 1.... Continue reading

Quicken Product Highlights June 2021

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3 Reasons Why Your Vacation Could Blow Your Budget This Summer

Survey Shows Surge in Summer Vacation Planning and Spending Traps to Avoid

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Biggest Expenses to Consider When Planning a Wedding

Love might be free, but wedding dresses and gorgeous wedding photography can get expensive. Fortunately, you can create a perfect wedding that works with your finances if you develop a budget for your wedding expenses well before the happy event.  While you aren't likely to forget about the dress or the cake, there are plenty of big wedding expenses can slip under the radar. This quick guide to... Continue reading

How do I track my credit cards in Quicken?

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Quicken Product Highlights May 2021

Customizing your investment views (Windows Product Highlight) The Investing tab has multiple views that you can choose when tracking and analyzing your portfolio. These views are customizable, giving you even greater flexibility in how you look at your investments. Portfolio View You can use the Show menu to choose from a number of options such as Value, Recent Performance, Historical Performance... Continue reading

4 Steps You Should Take Right Now for Your Post-COVID Budget

The changes we’ve encountered over the past year have touched every aspect of life, making this an especially challenging time to budget for the future. Now, as signs point toward re-openings in the U.S., things are about to change again—hopefully, for the better. Here are 4 critical steps you can take today to prepare your personal finances for a post-COVID economy. Step 1. Take stock of changes... Continue reading

What Is a Stipend?

A stipend is a payment made to a trainee or learner for living expenses, unlike a salary or wages, which are paid to an employee.  Though the terms "stipend" and "salary" are often used interchangeably, the U.S. Department of Labor has a specific stipend definition with several criteria that must be met to pay a stipend. Continue reading
Should You Refinance

Should You Refinance Your Mortgage? 6 Questions to Ask First

In the first week of 2021, mortgage rates across the U.S. dropped to their lowest in a decade. In April, they were still hovering below 3 percent, with a 30-year fixed rate of 2.97 and 15-year fixed at only 2.29. Naturally, many homeowners are wondering if now might be a good time to refinance. What Is Refinancing? A Quick Refresher So what is refinancing, exactly? Simply put, refinancing a... Continue reading

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