What makes Quicken better than other personal finance apps?

Quicken has been trusted for over 40 years by 20+ million customers. With Quicken, you get a financial partner, for life — with everything you need, and the customization you want, all in one place. The depth and breadth of our features lead the industry. Many customers start out simply tracking their spending and end up creating intricately personalized investment systems to grow their net worth into the millions.

What do I get with my Quicken subscription?

With your Quicken subscription, you always get the latest features as soon as they’re released. In addition, you also get the following features. The most up-to-date security for your data. Live customer support agents, available by phone or chat. Access to a vibrant subscriber community, where you can discuss & learn from other users.

How does the 30-day, money-back guarantee work?

Within 30 days after purchasing or auto-renewing your subscription, you can request a refund here by filling out the form. You can read all the details here.

How do I know my data is secure?

We protect your data and transmit it securely from your financial institutions into Quicken with robust 256-bit encryption. If you want to learn more about all the ways your data is protected with us, click here.

Will Quicken sell my data?

We will never sell your personal data. The information downloaded from your banks is confidential and is used only to update your accounts. You can see the complete details of our privacy policy here.

Can I use Quicken products on my computer or mobile device?

Quicken Simplifi is available by mobile app & web app. Quicken Classic is available on desktop, with companion web & mobile apps.

Can I use Quicken outside of the U.S.?

Quicken Simplifi is for the U.S. only. The Quicken Classic line is intended for subscribers in the U.S. and Canada, since we are only able to support banks from these regions at this time. For more information on Canadian products, please visit our Quicken Canada site.

Will I lose access to my data if I stop my subscription?

Quicken comes with a data access guarantee. If you ever decide to cancel your subscription, you can still access your past records in Quicken products. Click here to learn more.

What are the system requirements?

For Quicken Simplifi, all you need is an up-to-date browser or smartphone with internet access. For Quicken Windows, Quicken Mac, Quicken Mobile, and Quicken on the Web requirements, check out the Quicken System Requirements.

What if I need help getting set up?

Not a problem! Once you’ve purchased a Quicken subscription, you’re welcome to schedule a call with one of our dedicated agents. They’ll be happy to walk you through the product and get you all set up. (You’ll see this option in the product.)

I still have questions. Where can I get these answered?

Hover over Support on the top of this page to see more resources, such as support articles, customer community forums, and information to contact us.

Modern tools for financial complexity... today & tomorrow

Manage what’s now and plan what’s next with Quicken’s cloud-based platform — continuously evolving to support business & personal finance, and life’s most important documents.

Simplifi

The gold standard of personal finance apps

Key features

Keep everything in one place with connectivity to over 14,000+ financial institutions
Track your budget and set custom savings goals
Get personalized insights with industry-leading reports and cash-flow forecasts
Manage balances & performance for your full investment portfolio
Plan for retirement with intuitive modeling tools

Perfect for individuals and couples.

$. /month$Billed annually

Business & Personal

For self-employed & small business owners, everything in reach

All the features of Simplifi plus:

Manage both business and personal finances all in one seamless app
Make informed decisions with business reports for profit & loss, cash flow, and your balance sheets
Stay tax-ready with automatic tracking, business & personal categorization, and reports for Schedules C, E, & F
Get paid fast with built-in invoicing and Stripe payment integration

Perfect for self-employed professionals and small business owners managing business and personal finances separately.

$. /month$Billed annually

LifeHub

Life’s essential info, in one secure place

Key features

Organize all your essential information — from IDs and pet records to legal and medical documents — in one secure hub
Add information in seconds by snapping a photo and uploading directly from your phone
Get organized faster with pre-built and customizable folders that guide what to add
Share securely with trusted people using role-based permissions

Avoid multiple apps and scattered papers — manage all of life’s important docs and info in one place. Available as a bundle with Simplifi or Business & Personal

$. /month$Billed annually

All products include bank-level security, mobile apps, and 30-days risk free.

Simplifi or Business & Personal?

All Cloud products
	Quicken Simplifi	Quicken Business & Personal
	Best for budgeting, saving & investments	Best for self-employed & small business owners
See all your finances	Personal finances	Business & personal finances
Personal banking, saving, investment, retirement, loan & asset accounts
Business accounts
Save more
Create & track custom saving goals
Stay on budget
Auto-generated spending plan
Know what’s left to spend, save & invest
Rollover balances
Know where your money is going
Automated transaction categorization
Custom categorization and tagging
Auto detect bills & subscriptions
Custom watchlists & alerts
Manage & grow investments
Portfolio view
Real-time quotes
Balances & performance (IRR & TWR) over time
Plan for the future
Net worth tracking
Projected cash flows
Retirement planner
Simplify tax time	Personal tax reports	Business & personal tax reports
Tag tax-related expenses
Built-in schedules A & B
Built-in tax schedules C, E and F
Export to tax programs
Get insights with reports	Personal reports	Business & personal reports
Reports (spending, income, net income, savings, net worth and budgets)
Business reports (P&L, cash flow, balance sheet, taxes)
Credit score tracking & insights
Manage business & personal in one place
Business & personal accounts in one view
Manage business cash flow
Business reports (P&L, cash flow, balance sheet, taxes)
Track clients and projects
Get paid faster with built-in invoices
Stripe integration for online payments
Manage rental property income & expenses
Share your finances
Data set sharing with a partner or advisor
Free customer support
	$2.99 /month~~$5.99~~ Billed annually	$3.99 /month~~$7.99~~ Billed annually

Why 20+ million use Quicken

I've tried so many budget apps and none compare to this one. I know Quicken is a trusted brand and I'm so glad they've made the investment to create and continuously improve Quicken Simplifi.

Simone
"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
I love how easy [Quicken] Simplifi is. Almost all entries are automated, so there isn't much effort needed to maintain your finance data.

Joseph
I used to believe that I was frugal and I couldn’t understand how I didn't have enough money. [Quicken] Simplifi made me realize that there are actions I can take to better myself financially.

Samantha
Everything about [Quicken Simplifi] is user friendly and powerful all at the same time.

Mark
Though I haven’t been using [Quicken Simplifi] for very long, I like that I can see everything and see where I need to make adjustments. I finally feel like I am understanding my spending.

Kayla
My favorite things about Simplifi? The ease. The insights. The automation. The reports.

Jeff
I manage multiple banking accounts for myself, my family, and my business. [Quicken Simplifi] helps me to keep track of transfers and budget appropriately for each category.

Jacqueline

Frequently asked questions

What’s the difference between Simplifi, Business & Personal, and LifeHub?

Simplifi helps individuals and couples manage all of their personal finances — spending, savings, budgets, investment and more. Business & Personal adds business management, invoicing, and tax reporting for self-employed users. LifeHub securely stores and organizes your essential life documents — everything from IDs to insurance info.

Can I use these tools together?

Yes! LifeHub can be bundled with Simplifi or Business & Personal for a complete solution to manage both finances and life essentials in one place.

Do I need to download software, or can I use these tools online?

All tools are cloud-based. You can access them from any browser or the mobile app — no local software downloads required.

Are these tools available outside the U.S.?

Currently, our products are designed for U.S. customers and financial institutions, but you can still use them manually from other regions.

Can I switch between plans later?

You can upgrade or switch plans between Simplifi and Business & Personal anytime from your account settings. Your data and preferences will carry over automatically.