Your retirement accounts all in one place
Planning for your financial future starts with taking stock of where you are today
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Connect to your financial institutions to see where you stand with your variouse accounts
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Get a comprehensive view of your holdings and investment portfolio
Track your spending and see its impact
Understanding your spending will allow you to create an accurate forecast of what you’ll need in the future
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See detailed breakdown of spending (and income) by category across all of your accounts (checking, savings, credit cards, debit cards)
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Create a customized budget that fits your unique situation
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Stay on top of your bills and other recurring expenses
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Easily generate spending or cash flow reports for yourself or for your financial planner or advisor
See a single comprehensive view of your holdings and investment portfolio
Explore your optimal investing allocation (Windows only)
“Quicken gives me peace of mind that my wife and I can live the life we want when we retire.”
Richard W.
Quicken Premier since 2009
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