Quicken Subscription Membership FAQs

Product Version
Windows 2019
Mac 2019
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Overview

You may have questions before and after you purchase Quicken Subscription. Below are some frequently asked questions.

Please note that while Quicken is now a subscription product, it has not changed to a web-hosted/cloud-based product. Quicken will remain a desktop program and your data will continue to be stored on your computer.  Quicken has a cloud sync feature if you would like to use the Quicken Mobile App or Quicken on the Web, but this is optional. If you would like more information on the Quicken Cloud, click here

Eric Dunn, CEO of Quicken, Inc., Discusses Subscription

Before You Purchase

Is there a trial version of Quicken Subscription? I’d like to try it out.
There is no trial version of Quicken, but we do have a 30-day money-back guarantee.

Is Quicken a subscription product?
Yes. The subscription is designed so that you never go through the upgrade process again. In addition to Online Services, such as downloading transactions from your bank or syncing to your mobile device, you’ll also automatically receive new Quicken features, versions, and services as part of your Quicken subscription, so you'll always have the newest product. We no longer offer non-subscription versions of Quicken.

How much does Quicken cost? How much will renewing my membership cost?
To see our entire product lineup, including features and cost, please see our Plans & Pricing. A Quicken membership will be renewed at the current retail price. We do not anticipate any significant cost increase. 

How long can I extend my membership plan?
A membership can only be extended in the last six months of a 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.

Is Quicken a web-based product?  Do I need an internet connection to use it? 
Quicken Subscription is just like previous Quicken versions.  You'll install the product on your computer system and use the internet to access and download your online banking transactions.  You'll also need access to the internet to activate your Quicken product and to receive the latest product updates; Quicken is not hosted on the cloud.  After you activate your product, you can enter transactions manually, offline. If you would like more information on Quicken's companion Web app, Quicken on the Web, click here

What is the Quicken Premium Support plan? How do I access it?
Quicken Premier and Home & Business include access to our special ‘skip the line’ access to customer support. To access your Premium Support plan phone number, you can review the information in your purchase verification email, or log in to your Quicken.com account (the Premium Support phone number is listed in the upper right of the My Account page). 

What are the system requirements for Quicken Subscription?
You can see the system requirements for the Windows and Mac products here.

Can I still get a CD copy?
CD copies of Quicken are still available at retail locations. You can also add a CD copy when ordering from our website for $3.95 by selecting the Backup Disc option when placing your order. Please note, the CD copy is not necessary for installation as Quicken can be downloaded and installed directly from our website. The CD does not contain the Quicken program itself, it simply guides you to Quicken.com to download the program. 

Do I need to buy a subscription membership?

I have Quicken 2017; do I need to buy a subscription membership?
Our currently supported Quicken 2017 products do not require any additional subscription purchase. For more information about the currently supported Quicken versions, see this FAQ.

I don’t use online banking, do I still need to buy a subscription membership? 
Quicken Subscription is designed so that you never go through the upgrade process again. In addition to online banking, you’ll automatically receive new Quicken features, versions, and services as part of your Quicken subscription, so you'll always have the newest product. To provide you with these new features, a subscription is required.  All future Quicken products will be subscription products.

How much does it cost?

How much does Quicken cost? How much will renewing my membership cost?
To see our entire product lineup, including features and cost, please see our Plans & Pricing. A Quicken membership will be renewed at the current retail price. We do not anticipate any significant cost increase. 

Installation

How do I download and install the Subscription Release of Quicken?
The Subscription Release of Quicken can be downloaded at Quicken.com/download. If you need instructions, click here

On how many computers can Quicken Subscription be installed?
With Quicken Subscription, there is no limit on how many computers Quicken can be installed on. However, you will need to sign in with the same Quicken ID on each computer as the membership is linked to your Quicken ID. Also, a purchase of Quicken Subscription includes a copy of Quicken for Windows and a copy of Quicken for Mac. 

Will Quicken Subscription convert my existing Quicken data?
Yes. It works just the same as previous Quicken products; after you install Quicken Subscription on your computer, you'll be prompted to convert your existing Quicken file to the new version. Note that in the past Quicken Starter didn't transfer data from other Quicken Windows versions. With Quicken Subscription, Starter on both Windows and Mac will convert Quicken files.

How many people can use my subscription?
Quicken is currently designed for one user. As a member, you can create as many data files as you need, and sync multiple data files to your mobile device, or to Quicken on the Web, with your Quicken ID. However, if you want to share your subscription with someone else, you would need to provide them with your Quicken ID and password. Please note, that anyone you provide with this information will also have access to your subscription and billing details and any synced mobile data, along with any data files on the computer(s) they have access to. 

Your subscription is tied to the Quicken ID you used when you purchased or activated Quicken, not your computer. 

Managing Billing and Auto-renew Preferences

How do I view and manage my membership information (such as payment method)?
You can manage your Quicken membership in the My Account section of Quicken.com. When you log in with your Quicken ID (email address), you can see your product version, your date of activation, and your subscription expiration date under Plan Details. You can also manage your account settings, such as your login and password. You can update your payment information by selecting Add or Change Debit / Credit Card

Quicken Subscription Membership FAQs

How do I upgrade or downgrade my membership plan?
You can manage your Quicken membership in the My Account section of Quicken.com. When you log in with your Quicken ID (email address), select Change Plan

Quicken Subscription Membership FAQs

Please note, a downgrade can only be made in the last six months of a subscription term. You can upgrade at any time during your subscription term, but no more than once every 30 days.

Also, an upgrade applies immediately and prorates the remaining value of your original subscription and adds it as additional time to your new, upgraded subscription.

downgrade does not prorate. The current membership plan will expire on the original expiration date and the new, downgraded plan will begin after that.  

When does my Quicken membership activate--date of purchase or registration?
If you purchase directly from Quicken, your subscription is activated on your date of purchase. If you purchase from a retail store, your subscription is activated when you install Quicken and enter the activation code that came with your purchase.  You can confirm your activation date by logging into your account on Quicken.com.

How do I see or change my account settings?
You can review your account settings, including service status and subscription start date, on your Quicken.com account.

Expiration and renewing your Quicken membership

How do I renew my Quicken membership?
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. 

I have disabled auto-renew, how do I renew my membership manually?
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.  

How long can I extend my membership plan?
A membership can only be extended in the last six months of a 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. 

What happens when my Quicken membership expires?
The Quicken Data Access Guarantee means that whether you renew your subscription or not, you'll always have full access to and ownership of your data. You can view, edit, export, and manually enter transactions and accounts for Deluxe and higher versions, even after your subscription ends. Access to online services, such as transaction download, quotes, and mobile sync, along with access to Quicken Support, will end if your subscription does. We’ll continue to let you know about product changes and enhancements within the Quicken product. You will also see expiration messages within the program (for examples, see How will I know if I need to renew my subscription membership? below).

The Data Access Guarantee applies to Deluxe and higher versions of Quicken; the Starter version will become read-only upon membership expiration or cancellation.

Why can't I renew my Quicken Membership?
You can only renew your subscription in the last six months of your subscription term.  When you’re within the last six months of your subscription term, just purchase your membership renewal at Quicken.com.

How will I know if I need to renew my subscription membership?
If you already have a subscription membership, you'll receive an email reminder 30 days prior to your renewal date.  If your membership expires, you'll see these messages in your Quicken product:

Quicken Subscription Membership FAQs

Quicken Subscription Membership FAQs

Quicken Subscription Membership FAQs

Just click the Renew or Update Now option to purchase a membership.

I've renewed my subscription but I'm still getting the expired subscription prompts.

You may just need to sign out of Quicken and sign back in. To do this:

  1. Click on the Edit Menu and select Preferences.
  2. In the left panel, select Quicken ID, Sync & Alerts.

Quicken Subscription Membership FAQs

  1. Click Sign in as a different user.
  2. Type "yes" as prompted and click Sign Out.

Quicken Subscription Membership FAQs

  1. Close Quicken and reopen it. 
  2. Sign back in with your Quicken ID.

Cancellation 

How do I cancel my Quicken membership?
You can cancel your membership at any time by contacting Quicken Support.

What if I don’t want to be automatically charged? How do I cancel the auto-renewal?
We'll notify you when your renewal date approaches, but if you prefer to cancel auto-renewal, you can find steps for that here.

What if I want a 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

Retail purchases

Can I use a retail copy of the Subscription Release of Quicken to extend my membership?
Yes, but you can only redeem the activation code in the retail copy to extend your subscription in the last six months of your current subscription term.  Note: Activation codes expire 24 months after being generated.

Can I use a retail copy of the Subscription Release of Quicken to upgrade my membership?
Yes, but you can only redeem an activation code in a retail copy to upgrade your subscription once every 30 days.

How do I activate my retail copy?
For instructions on product activation, click here

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