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Features
FeaturesPlatforms |
Starter
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Deluxe
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Home & Business
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Manage your money anywhere | Syncs with Quicken mobile companion app for iOS and Android, and Quicken web companion app | ||
Free Quicken phone and chat support | Premium Support |
Automatic download of all transactions | |||
Add manual accounts | |||
Automatic categorization of income & expenses and define custom rules | |||
Create custom income and expense categories | |||
Create tags to group spending across multiple categories | |||
Split transactions to track multiple categories | |||
Manually review new transactions (optional) | |||
Add notes & memos to transactions | |||
Create custom savings goals |
Create a 1-month budget | |||
Budget for savings goals | |||
Budget transfers to other accounts | |||
Suggestions based on spending history | |||
Create multiple budgets | |||
Rollover budgeting | |||
Calendar/fiscal year budgeting |
Checking, savings & credit card accounts | |||
Loans, assets & brokerage accounts | |||
RESP and custodial accounts | |||
Retirement: RRSP & TFSA | |||
Track home value | |||
Track net worth |
Manually track & add bills & subscriptions | |||
Projected balances |
Track tax-related spending & income transactions | |||
Detailed tracking of taxable & tax-deferred accounts | |||
Track investing gains & create Schedule D tax reports | |||
Schedule B | |||
T1 form |
Add investment accounts | |||
Track complete portfolio across financial institutions | |||
Download security prices and history | |||
See changes in portfolio value over time | |||
Customize your portfolio view to meet your investment needs | |||
Automatic download of security prices every 15 minutes |
Banking reports | |||
Net worth reports | |||
Comparison reports | |||
Spending reports | |||
Basic tax reports | |||
Advanced tax reports | |||
Investing reports | |||
Business reports |
Categorize & separate personal & business income/expenses | |||
Track business income with expenses with CRA categories | |||
Track accounts payable, accounts receivable, P&L & Cash Flow | |||
Generate business-related tax schedules for your accountant | |||
Track income & expenses across multiple businesses |
Starter
![](/https/www.quicken.com/sites/all/themes/custom/quicken_2014/images/quicken-starter.png)
Start organizing your finances today with Quicken Starter. Try risk-free for 30 days.
Get StartedOur most basic plan for organizing your finances.
See all your accounts in one place
Track your banking and credit card accounts
Create a simple, monthly budget
Know how much you’re spending on what
Categorize your expenses automatically
Save time while tracking your expenses
Syncs with the Quicken web & mobile companion apps
Deluxe
![](/https/www.quicken.com/sites/default/files/quicken_deluxe_productSel.png)
Manage all of your finances and investments with Quicken Deluxe. Try risk-free for 30 days.
Get StartedOur most popular plan for taking control of your finances and investments
See all your accounts in one place
Manage and track your banking, credit card, debt, assets, and investments
Create a customizable 12-month budget
Plan your finances for the future
Get robust financial planning tools that help you save
Reduce expenses, save on interest, pay off debt faster, and more
Track your money however you want
Create your own tags to quickly see where your money is going
Syncs with the Quicken web & mobile companion apps
Home & Business
![](/https/www.quicken.com/sites/all/themes/custom/quicken_2014/images/quicken-home-business.png)
Take control of your personal and business finances with Quicken Home & Business. Try risk-free for 30 days.
Get StartedOur all-inclusive plan for your personal, business, and property investment needs
Separate & categorize business & personal expenses
Manage both personal and business finances in one place
Contains everything you need to manage your small business finances
Accounts Payable, Accounts Receivable, P&L, Cash Flow and more
Grow your business with the tracking and reporting tools you need
Invoices and bills automatically tracked as payables and receivables
Generate business-related tax schedules for your accountant in just a few clicks
Tax support for your small business.
Syncs with the Quicken web & mobile companion apps
Frequently Asked Questions
What’s the difference between Quicken and Simplifi?
While Simplifi and Quicken offer many similar abilities, such as automatically downloading and categorizing transactions, there are a few critical differences between the two.
The most notable difference is that Simplifi is a web and mobile app, meaning there isn’t a desktop application that needs to be installed. Instead, you can access Simplifi through any supported web browser or download the Simplifi Mobile App to use on your mobile device.
Simplifi is not the mobile version of Quicken — it's an entirely different personal finance app, designed for web and mobile, and is available to use on iOS, Android, and web platforms.
By comparison, the Quicken Mobile app offers mobile access to Quicken data for Quicken subscribers, and the Quicken Web app lets Quicken subscribers access their Quicken data from any computer with an internet connection. You have to be an existing Quicken desktop user in order to access the Quicken companion apps.
For more information on the differences between Quicken and Simplifi, you can see our Plans & Pricing chart or read this support article.
Can you export your Quicken data to Simplifi or your Simplifi data to Quicken?
Both Quicken and Simplifi let you export your transaction history so you can have a picture of your income and expenses.
Can you import transactions into Quicken products?
Of course! For Quicken users, follow these Quicken import instructions. For Simplifi users, follow these Simplifi import instructions.
To download new data automatically you will need to connect your account in the product you wish to continue using.
How do I know my data is secure?
Can I use Quicken products outside of the U.S.?
Can you share an account with another user?
For Simplifi users, you can share your finances with a spouse or significant other, an accountant, or even a friend, without sharing your login credentials. You can share your Space with one additional member who will have full read and write access to your Simplifi data.
Each member will need to create their own Quicken ID and password if they do not already have one. However, an additional Simplifi subscription is not required — just an invite from you! You need to use the web version to send out invitations and manage user access. Once they’ve accepted your invitation, they can use Simplifi on mobile or on the web.
Unfortunately, this feature is not available for Quicken products.
Can I use Quicken products on more than one computer?
Does Quicken have a web app?
Yes!
Simplifi is built for both web and mobile so you can stay on top of your money from anywhere.
Quicken also includes Quicken on the Web, a companion browser experience to your desktop Quicken products. For more information on Quicken on the Web, check out this support article.
What are the system requirements?
For Simplifi, all you need is an up-to-date browser or smartphone with internet access.
For Quicken Windows, Quicken Mac, Quicken Mobile, and Quicken on the Web requirements, check out the Quicken System Requirements.
How are Quicken products different from other personal finance apps?
At Quicken, Inc., we’re committed to helping you manage your finances with the best personal finance management solutions in the US and Canadian markets. We stand above our competition with the most comprehensive and customizable tools available to help you reach your financial goals with confidence, and we back that commitment with a 30-day, money-back guarantee on all of our products.
- COMPREHENSIVE: Quicken’s suite of personal finance plans can help you take control of your spending, savings, debt, retirement, investments, and even your business and real estate rentals. Get a consolidated view of all your finances in a dashboard that’s clean, simple, and easy to understand.
- CUSTOMIZABLE: See your finances the way you want to. Our built-in features let you customize just about anything — categories, limits, tags, notifications, reports, budgets, and more — for the ultimate control over your finances in a solution that’s tailor-made just for you.
- TRUSTED: Over 20 million members have trusted Quicken for more than 35 years to plan and grow their finances.