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Quicken desktop advantages


At a glance

Detail

See all your finances in one place.

Web banking generally can't provide a complete picture of your finances unless all your accounts are at a single financial institution. Quicken can combine information from all your real-world accounts, so that you can see the total effect on your cash flow and net worth.

Use Quicken categories in reports and graphs, and planning tools.

When you assign Quicken categories to your transactions, you get much more information out of your data than just the transaction history and cleared balance that are available from most financial institution websites. Using the reports and graphs, long-term planners, alerts, reminders, and tax features, you can save time and make informed decisions that will affect your financial situation for years to come.

Save time.

If your Quicken account appears in the One Step Update dialog, you can download all your account information from several financial institutions at once.

Simplify and improve the accuracy of your record keeping.

When you download transactions, Quicken marks them as cleared. This simplifies reconciling an account, whether to your online balance or to a paper statement.


How long can I download information into Quicken?

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