Classic Deluxe

Feature-packed. Completely customizable.

Line by line, dollar by dollar, dig into traditional, category-based money management with Classic Deluxe.

$35. 93 /year $59.88 40% off
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Track your bills & spending trends. Get an annual budget based on your actual income & expenses, and customize it month by month, up to a year out.

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From brokerage to retirement to private holdings, see your entire portfolio. Track performance by asset class or by your own custom tags — even across accounts.

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Add your loan details and track outstanding debt with ease. Apply “what-if” tools and run different scenarios to pay down your loans faster and save on interest.

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Generate tax reports automatically — itemized deductions, capital gains, and any customized reports you need. Export your data to TurboTax and make taxes easy.

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Customize your views and reports any way you like, and even add your own tags. See your finances your way — across all your categories and accounts.

A woman with white clothes sitting and planning one month's expenses by documenting in a book while a laptop is open beside her. A woman approaching to kiss a kid, while a guy is piggybacking him on the beach. A woman wearing a red coat and spectacles is smiling while looking laptop that's displaying the calculator. A man wearing a blue t-shirt and spectacles is smiling while watching his laptop that displays the tax schedule. Three people sit together at the yellow table and a variety of food items has been served, while a woman wearing green top smiling.

Financial success starts with the right plan

30-day money-back guarantee
Get started today for as low as
$35. 93 /year
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Classic Deluxe

Windows

Mac

$35. 93 $59.88 40% off /year
  • red circle checkmark icon Create multiple budgets
  • red circle checkmark icon Manage & reduce debt
  • red circle checkmark icon Simplify tax time
  • red circle checkmark icon Create a secure retirement

What customers have to say

Over 20 million better financial lives built, and counting

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Trusted for over 40 years

#1 best-selling with 20+ million customers over 4 decades.

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Bank-grade security

We protect your data with industry-standard 256-bit encryption.

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Your privacy matters

Rest assured, we’ll never sell your personal data.

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No surprise charges or ads

No hidden fees or annoying ads. What you see is what you get.

Frequently asked questions

How is Deluxe different from other Classic products?

Deluxe is a great introduction to a more comprehensive & customizable view of your finances. Its main uses are to:

  • Create fully customizable 12-month budgets & track spending 

  • Manage & reduce debt with “what-if” tools and calculators 

  • Plan for retirement & secure your future with the Lifetime Planner 

  • Easily reconcile accounts, ensuring down to the penny precision

How can Deluxe help me plan for retirement?

Our Lifetime Planner includes “what-if” scenarios and projected calculations for your long-term plans. See how the choices you make can impact your retirement timeline — 401(k) and savings contributions, your retirement age, or even buying a new home. Plus, with a comprehensive view of your holdings and investment portfolio, you’ll always know where you stand when it comes to your retirement savings.

Can Deluxe help me with tax season?

Of course! Make tax prep easy by generating the financial reports you need. Customize them any way you like, then export your data to TurboTax or email your reports to your accountant.