Quicken Assist Beta

Get an AI assistant built to spot what matters to you

Quicken connects your finances. Built-in Quicken Assist turns them into clarity, so every time you check in, you leave knowing something useful.

Screenshot of Quicken Assist chat prompts including Can I afford a $40k car right now, next to a Net Worth summary showing $1,223,000.83, up $15,223.83 this month.
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Personal finances
$3.99 /month$6.99Billed annually
  • For individuals and couples managing budgeting, savings, investments & more.

  • Includes Quicken Assist.

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Business & Personal finances
$4.99 /month$8.99Billed annually
  • For freelancers, self employed, small business & property owners.

  • Includes Quicken Assist.

The biggest opportunity is the one you can’t see. Quicken Assist helps you find it.

Your finances are full of patterns you might never catch on your own. Quicken Assist reads across your spending, accounts, and goals — helping you spot the ones worth acting on.

See it all in one place

Every account, balance, and bill, always in sync. Nothing missing, nothing scattered.

Screenshot of Quicken Assist chat interface with a search bar and suggested prompts including Spot unusual transactions, Where my money is going, and Show my top expenses.

Know what’s really happening

Ask a question, get a real answer. Quicken Assist turns "where is my money going?" into specifics — what changed, by how much, and which transactions drove it.

Screenshot of Quicken Assist chat responding to Where is all my money going this month, showing spending increased from $14,301 to $16,146, a 12.9 percent rise, with an offer to break down the transactions.

Decide what to do next

It can give you tips and show you the moves that could make the biggest difference right now.

Screenshot of Quicken Assist suggesting to increase investments by $600, with a line chart tracking net worth rising from about $528,933 in September to over $650k by December.

Know your number, not someone else’s average

Quicken Assist builds your retirement timeline from your actual numbers and current market data from the web, like today's rates and costs. It’s a living picture that stays current as the world changes.

Screenshot of a Quicken retirement projection chart showing that reducing spending by 10 percent grows net worth to $4.4 million by age 65, a $1.2 million increase, charted across ages 55 to 75.

See what's actually possible for your retirement

Investing an extra $200 a month could help you retire earlier. Quicken Assist finds where that $200 is hiding in your spending and shows you what happens when you put it to work.

Screenshot of Quicken monthly spending breakdown showing Dining out at $846, Shopping at $1,200, and Subscriptions at $285, plus a prompt to invest $200 each month toward retirement.

Choose the plan that fits your finances

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Personal finances

The gold standard of personal finance apps

$3 . 99 $6.99 /month Billed annually
Mobile
Web
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    See all your finances in one place — banking, investments & more

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    Understand what matters and why

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    See what’s ahead with clear projections

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    Make smarter decisions and grow your net worth

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    Includes Quicken Assist

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Business & Personal finances

One cloud-based app for your business & personal finances

$4 . 99 $8.99 /month Billed annually
Mobile
Web
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    Manage business and personal finances — in one cloud-based app

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    Stay ahead of taxes year-round

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    Get paid faster with automated, trackable invoicing

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    Run up to 10 businesses — at no extra cost

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    Includes Quicken Assist