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
Quicken Make the Most of Your Investments

How to Make the Most of Your Investments—Even in Unexpected Economic Downturns

If you've been monitoring your investment portfolio lately, you’ve likely had some anxiety. With businesses and states shut down in varying degrees, unemployment in the double digits, and a stock market that swung from record highs in February to a 35% drop a month later, being an investor is as unpredictable as it’s ever been. This volatility and uncertainty can feel especially daunting if you’... Continue reading
Quicken Mac Tips

Quicken Mac Tips

Quicken is a powerful personal finance tool with a wealth of features. There are so many features that it is easy to miss many of the things you can do. To help you find new ways to use and improve your Quicken experience, we’ve assembled a number of tips. You’ll find tips here for both beginners and power users. The more you know, the better your Quicken experience will be. Did you know that... Continue reading

Quicken Window Tips

Quicken is a powerful personal finance tool with a wealth of features. There are so many features that it is easy to miss many of the things you can do. To help you find new ways to use and improve your Quicken experience, we’ve assembled a number of tips. You’ll find tips here for both beginners and power users. The more you know, the better your Quicken experience will be. Did you know that... Continue reading
Quicken 401k Retirement Plan

What Is a 401(k) Retirement Plan?

A 401(k) is a type of savings account that allows you to defer paying income tax on your contributions until retirement. Although we use the term “defer,” the major advantage of a 401(k) over a traditional savings account is that it enables you to pay less overall taxes on the money you’re saving.  Used wisely, a 401(k) is one of the best tools available to help you plan for a secure retirement.... Continue reading
Quicken Mortgage Relief Covid19

Our Guide to Mortgage Relief Programs and Refinancing During COVID-19

The COVID-19 Pandemic is creating unique challenges for us all. While we can get through it together, for many of us, shelter-in-place orders have led to mass layoffs and serious financial struggles. If that applies to you, there are ways to get help. Both the federal government and private lenders are providing mortgage relief programs to get you through this trying time. The pandemic has also... Continue reading
Quicken Calculate ROI

How to Calculate Return on Investment

The return on investment (ROI) formula can help you understand how much you earn on an investment relative to its cost.  You can use the ROI investment formula to calculate ROIs on various types of investments, including stocks and bonds, and it can be helpful when you’re comparing two investments. You can also use it when reviewing your portfolio to understand which investments are performing... Continue reading
Quicken Build Good Financial Habits

How to Build Good Financial Habits

While most states are lifting portions of their shelter-in-place guidelines, the world as we know it won’t return to normal for the time being. We’ll still likely be spending most of our time indoors. But that may not be a bad thing. Spending more time at home gives us room to reflect, focus on self-care (especially now, when we need all the time we can get to decompress from the stress of the... Continue reading
Quicken Embrace Personal Finance

Preparing for a Recession: Embracing Your Personal Finances

COVID-19 has brought on a global recession, according to S&P Global. With much of the world sheltering-in-place to stop the spread, economies have slowed to a crawl. Americans alone have filed more than 30 million unemployment claims. While COVID-19 might be unlike anything we’ve faced in our lifetime, recessions aren’t. Preparing for a recession requires a few key steps now so you can help... Continue reading
Quicken Ten Essentials

Ten Essentials to Getting a Great Start With Quicken

Have your financial information ready When you set up Quicken, you are going to want to have your financial information at your fingertips before you begin. This includes a list of your accounts: Bank accounts Loans Credit cards Online billers (cable, utilities, services, etc.) You will want to have your login name and password ready for every online account you want to add. All of these types of... Continue reading

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