How Do I Upgrade or Downgrade My Quicken Subscription?

Product Version
Windows
Mac

Overview

Quicken offers the ability to change your subscription tier to one that better suits your needs. You can do this by upgrading or downgrading your subscription.

Important: Updates and upgrades are different.

  • Updates are automatic, improve program functionality, and fix known bugs.
  • An upgrade puts your subscription at a higher tier with more features. 

 

Upgrade

Upgrading will add a new set of features that aren't included in your current subscription tier. 

Things to know

  • You can upgrade at any time during your subscription term, but no more than once every 30 days. 
  • When you upgrade, the prorate for your original subscription value is added on as additional time to the new subscription.
  • You can redeem an activation code in a retail copy to upgrade your subscription once every 30 days. 

Instructions:

You can upgrade your Quicken membership in the My Account section of Quicken.com.

  1. Log in with your Quicken ID (email address),
  2. Select Change Plan

How Do I Upgrade or Downgrade My Quicken Subscription?

  1. In the Change Plan page, select which subscription tier you wish to upgrade to and click Upgrade.

How Do I Upgrade or Downgrade My Quicken Subscription?

  1. Enter your payment information and complete the order. 

Downgrade

Downgrading your subscription will lower your subscription tier and leave only the features available in that lower tier.

Things to know:

  • A downgrade can only be made in the last six months of a subscription term.
  • A downgrade does not prorate. The current membership plan will expire on the original expiration date and the new downgraded plan will begin after that.  

Instructions:

You can downgrade your Quicken membership in the My Account section of Quicken.com.

  1. Log in with your Quicken ID (email address),
  2. Select Change Plan

How Do I Upgrade or Downgrade My Quicken Subscription?

  1. In the Change Plan page, select which subscription tier you wish to upgrade to and click Downgrade.

How Do I Upgrade or Downgrade My Quicken Subscription?

  1. Follow the on-screen prompts to complete the change. 

Extend

A membership can only be extended in the last six months of a subscription term. You can extend a subscription term by redeeming an activation code in a retail copy. However, this also can only be done in the last six months of your current subscription term. Therefore, multiple terms cannot be purchased and used at once to extend a membership. Retail purchases: Activation codes expire 24 months after being generated.

Renewal

Your Quicken membership is set to auto-renew when it expires, so you don't experience any disruption in your Quicken services.

If you're signed up for auto-renew, you don't need to take any action; you will be notified of the auto-renewal, and your credit card on file will be charged on your expiration date. 

If you're not signed up for auto-renew, six months prior to your membership renewal date, you'll be able to purchase your membership renewal at Quicken.com.

Refund

The Subscription Release of Quicken has a 30-day money back satisfaction guarantee.  You can receive a full refund of the purchase price, not including shipping and handling fees, for any reason within 30 days.  You are also entitled to a refund within 30 days of auto-renewal of your Quicken membership. For more information, click here.

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