Spending that organizes itself. Easy splits for business & personal expenses. Syncs with all your accounts.
Categorize all your spending automatically, no data entry required. For example, you can even create separate rules for each account — Costco is Office Supplies for the business card, Groceries for personal.
Business lunch on your personal card? Personal coffee on your business account? Easily switch, split, or reclassify any expense, no matter which card you grabbed at checkout.
Keep business and personal expenses separate. View them side by side for insights & analysis. Business performance. Personal net worth. Finally, the full picture.
Your personal accounts. Your business credit cards. Your investment accounts. With secure links to over 14,000 institutions, all your accounts sync reliably, complete & up-to-date every time you log in.
Tax-ready books, 365 days a year
Smart categorization keeps your records pristine. Set rules once and watch every transaction land where it belongs. When tax time comes, you're done — just export and go.
Receipts right where you need them
Snap. Upload. Done. Say goodbye to shoe boxes and email searches. Keep your receipts attached to their transactions — searchable, secure, and audit-ready.
Billable expenses that bill themselves
Tag any expense to a client or project with a click, and it will appear automatically on your next invoice. No manual tracking. No forgotten expenses.
Quicken Business & Personal
Mobile
Web
Automatic, real-time categorization
Easy splits for business & personal spending
Separate accounts, side-by-side analysis
Sync with over 14,000 banks
Quicken Simplifi
Mobile
Web
Don’t have a business or freelance income?
Can I track billable expenses for clients?
Yes. Simply add any expense to a client or project. When it's time to invoice, your added expenses flow in automatically. You can even add receipts.
How do I attach receipts to expenses?
Take photos with your phone in the mobile app or drag files from your computer in the web app. Receipts attach directly to transactions, making it easy to include them on invoices with your billable expenses.
Will my expenses be tax-ready?
Yes. Every transaction gets categorized throughout the year. We recommend running through your transactions at least once a week. If anything isn’t categorized where you want it, you can easily recategorize it and set up your own rule to put similar transactions in the right place. Quicken will remember your new rule moving forward. Come tax time, everything's already organized by category, with deductible expenses for both your business and personal tax schedules. You can even run tax schedule reports right in Quicken, making tax prep easier than ever.
Do transactions categorize automatically?
Yes. Our smart system categorizes transactions automatically, but you can always change any transaction’s category, split transactions across categories, or create custom rules. For example, maybe you shop at Costco for both office supplies and personal groceries. You can create different rules for each account — if you pay with your business card, categorize Costco purchases as Business: Office supplies; if you pay with your personal card, categorize them as Personal: Groceries. As you adjust categories and create new rules, Quicken gets smarter and smarter.
Which banks and cards can I connect?
Connect checking, savings, credit cards, loans, investment accounts, retirement accounts, business accounts, and more. Quicken connects with more than 14,000 financial institutions. Real-time syncing keeps everything current, so the more accounts you connect, the more time and effort Quicken can save you.
Can I track expenses on my phone?
Yes. Snap receipts, review transactions, and manage expenses on the go. Everything syncs to the cloud across the phone and web app, so what you do on your phone will be ready and waiting the next time you log onto the web app on your computer, and vice versa.
How does Quicken separate business from personal expenses?
As you connect your accounts, Quicken will ask whether each one is a business or personal account. Spending from business accounts is automatically organized into business categories, and spending from personal accounts is organized into personal categories. However, Quicken recognizes that freelancers, self-employed individuals, and small business owners sometimes need to spend from different accounts. Quicken Business & Personal makes it easy to recategorize or even split transactions between business & personal categories, so you can always keep your spending organized.