Expenses that keep up with you

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.

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.

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.

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.

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.

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.