Classic Business & Personal

Crystal clear money management for business, personal, & rental finances

Key features

  • View business, personal, and rental cash flows, separately and in real time, see projections so you can make informed choices

  • Create and track branded invoices with billable hours, expenses, and receipts

  • The only desktop solution for managing all your finances all in one place

  • Make informed decisions with reports for profit & loss, tax schedules, spending and investments

  • Track every business and personal transaction so you’re ready at tax time & run built-in reports for Schedules A to E

  • Custom tools for managing rental properties. 


Perfect for small business owners and people managing rental properties

$5.99 /month$9.9940% offBilled annually.
Person reviewing financial dashboard
Investment portfolio dashboard

Premier

Next-level personal finance & investment tools

Key features

  • Optimize your investment performance with professional-grade performance tools, powerful analytics, and built-in tax planning features

  • View your entire portfolio in one place & track every type of asset

  • Simplify tax season & maximize efficiency with built-in tax reports

  • Get clear insights with comprehensive reports across spending, income, savings, investments, net worth, credit score, & taxes

  • Model your long-term financial path with the Lifetime Planner

  • Schedule and make payments easily with BillPay

  • Access expert support whenever you need


Perfect for the serious investor and retirement planning maven.

$4.19 /month$6.9940% offBilled annually

Deluxe

Total financial control, backed by a proven tool

Key features

  • Connection to over 14,000 Financial Institutions so you can see all your finances in one place

  • Budget with unlimited tags and categories

  • Create debt payment strategies with our tools and calculators

  • Pre-built reports to help monitor all your finances

  • Model your path to retirement with our Lifetime Planner

  • Track all your investments from stocks to mutual finds, and more

  • Track your spending with customizable categories

  • Understand your complete net worth


Perfect for individuals and couples. Best for traditional personal finance management.

$2.99 /month$4.9940% offBilled annually
Quicken budget software interface

All Classic products include bank-level security and have been trusted for over 40 years

All products Classic

Classic Business & Personal

Classic Premier

Classic Deluxe

Best for business & rental income, experienced investors

Best for experienced investors

Best for traditional personal finance management

See all your finances

Business + Personal finances

Core plus alternative investments, banking, debt & assets

Core investment tracking, banking, debt & assets

Checking, Saving, Credit Card

Brokerage, IRA, 401(k)/403(b), 529 Plan

Stocks, ETFs, Mutual Funds, Bonds, Cryptocurrency, Precious Metals (eg.: gold & silver), Dividends, Multicurrency, Options

Venture capital, Private equity limited partnerships, Employee Stock Option

Home, Vehicle, Other Asset

Home value with Zillow integration

Loan, Other Liability, with amortization schedules

Accounts payable, Accounts receivable, Sales tax account

Create & track custom saving goals

Include savings goals in budget

Multiple budgets

Rollover balances

Fiscal & calendar year budgets

See all of your accounts in one place

Automated transaction categorization

Custom categorization and tagging

Transaction reconciliation

View and track online and manual bills

Track subscriptions with reminders

Bank Bill Pay, where supported

Pay bills directly from Quicken

Set goals & track debt

What-if analysis

Faster ways to pay debt

Customizable portfolio views

Balances over time

Performance over time (IRR & ROI)

Transactions

Capital gains estimator

Asset allocation

Bond maturity

Import investment data and prices from CVS

Watchlist

Real-time quotes

Impact of buy-sells

Mutual fund rating

Morningstar® Portfolio X-Ray

Net worth tracking

Lifetime Overview

Lifetime Planner

What if tools and calculators

Tax Planner: complete tax estimator with multiple scenarios

Built-in tax schedules A, B, and D

Built-in tax schedules C, E and F

Report of Foreign Bank and Financial Accounts (FBAR)

Export to tax programs

Personal finance reports (spending, income, net income, savings, net worth, and budgets)

Investment income report

Credit score tracking

Business reports (profit & loss and cashflow)

Get paid faster with built-in invoices

Paypal integration

Manage rental properties (rental income & expenses)

Business & personal accounts in one view

Manage business cash flow

Business reports (P&L and cashflow)

Schedules C, E and F tax reports

Get paid faster with built-in invoices

Access all your accounts and investment positions, anytime, anywhere

2-way sync between companion and desktop app

Share your finances with a partner or advisor

Maintain multiple Quicken files (e.g. personal vs church)

Keep accounts belonging to another person separate (eg parents or adult)

Premium support

$5.99 /month$9.99

Billed annually



$4.19 /month$6.9940% off

Billed annually



$2.99 /month$4.9940% off

Billed annually



  • : Mobile web app
  • : Windows
  • : Mac
  • : Add-on. Starting at $9.95/mo

Why 20+ million use Quicken

  • I've been using Quicken for years to manage both my personal and business finances, and it's been a game-changer. The software is intuitive, reliable, and helps me stay on top of my financial goals with ease.

    Charles Ritter

  • Whether it's monitoring my personal expenses or tracking my business transactions, Quicken has made my financial life so much easier and efficient. It’s truly a game-changer.

    Laurie Jennings

  • I find Quicken to be a great value for the money! I use it for personal and business and it is easy and complete. Makes annual filings easy. I love how it makes credit card transfers easy.

    Dominique

  • Quicken is an easy way to handle your financial life. Improvements to reports make tax time a snap. It has become more intuitive, which has kept it current and relevant to users.

    DW

  • I've been using Quicken for over 30 years. I use it for tracking, planning, taxes, net worth, etc. You can pick and choose what's useful to you and work in whatever style fits your needs.

    Teresa

  • I have been using Quicken for many years. The integration with financial institutions is excellent.

    Mark

  • The more I used Quicken, the more I wanted to use it for additional things. I saw the benefit of seeing all that information together and how it could help me make better decisions.

    Todd

  • Quicken makes my financial life a breeze. I track all my investments using Quicken as well as all banking accounts. Each transaction is assigned a category for easy access later.

    Richard

  • I have been using Quicken since 1998, the constant feature updates are awesome and this is a powerful, yet easy to use application. I highly recommend it.

    Dewayne

Frequently asked questions

What’s the difference between Deluxe, Premier, and Business & Personal?

Deluxe helps individuals manage everyday finances, budgets, and investments. Premier adds advanced investing features, additional investment account aggregation, BillPay, and premium support. Business & Personal includes all those features plus tools for managing business income, invoicing, and tax reports for Schedules C, E, and F.

Is Quicken Classic Desktop cloud-based?

No — Classic is locally installed software. You store your data securely on your computer, with the option to back up to the cloud if you choose.

Interested in cloud-based apps. Learn more here. [link to cloud page]

Does Quicken Classic work on both Windows and Mac?

Yes. Quicken Classic is available for both Windows and Mac, though some features (like certain reports or integrations) may differ slightly between versions.

Can I switch between plans later?

You can upgrade to a higher plan anytime to unlock more features. Your existing data and settings will carry over seamlessly.