You can view your expenses first or prioritize your investments. The good news is that you can customize this screen. This gives you a quick overview of your current financial situation. The first tab on your Quicken user interface is the Home tab. These are the newer features from Quicken, but here’s an overview of the basics to expect from this popular platform:

The ability to email reports directly from Quicken.

Monthly releases with bug fixes to allow the platform to evolve faster.

A better and faster user experience for managing investments.

Faster startup and loading times for Quicken for Mac.

Several customer requested bug fixes and improvements with a particular focus on reliability.

You can also navigate the streamlined web dashboard, which has much of the same information as the desktop version but is easier to navigate. The web version of Quicken doesn’t have all the features, but you can view balances and transactions, view budgets and accounts, and check your current investments and spending trends online. This is great news for those looking to manage their finances from multiple computers, as previously you could only access Quicken on the computer where you actually downloaded the desktop software. The biggest new feature of Quicken is web access from any browser.

You can upgrade your older version or just start with the latest version. For example, the biggest change in 2018 was expanded options for Mac users. Quicken comes out with a new version every year. You can also use the product completely online. These days, Quicken can be accessed through its traditional downloadable software that is updated manually. There are many options for personal finance software these days as Personal Capital is our number one choice

Its first version ran under DOS! So it’s something of a dinosaur among budgeting apps.Įven so, Quicken still has a lot going for it, even though it isn’t the right financial management tool for everyone. Quicken is one of the big names in the world of personal finance, partly because it’s been around for so long. Quicken is the most popular personal finance software.

It may still be an overwhelming platform for some, but it’s gotten more intuitive and easy to use, meaning it can meet the needs of detailed budgeters and simple budgeters alike. As already mentioned, Quicken is one of the oldest budgeting products out there.Īnd it has developed seriously over the years. If you’ve never heard of Quicken, you might be new to budgeting.

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