Quicken Subscription Membership FAQs

Product Version
Windows 2019
Mac 2019
626 people found this helpful

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

Before You Purchase

  • 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.
  • 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.
  • 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.
  • 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

Billing and Account Management

  • 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. 

  • 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 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.

  • 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.  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.  
  • What happens when my Quicken membership ends?
    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. The Data Access Guarantee applies to Deluxe and higher versions of Quicken; the Starter version will become read-only upon membership expiration or cancellation.
Help us improve our support center

Still can't find what you're looking for? Contact Support

Ask our community for help and to learn more about Quicken

Ask the community