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Get Started Managing Money
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For first-time Quicken users
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Yes
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Do NOT need to import existing Quicken data
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Yes
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See Where the Money Is Going
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Reconcile bank and other statements
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Yes
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Yes
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Yes
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Yes
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Balance a checkbook
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Yes
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Yes
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Yes
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Yes
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See current financial standing
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Yes
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Yes
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Yes
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Yes
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Track and categorize spending
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Yes
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Yes
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Yes
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Yes
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See All Accounts in One Place
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Monitor and update online accounts — requires Internet access
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Yes
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Yes
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Yes
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Yes
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Pay bills quickly and easily
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Yes
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Yes
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Yes
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Yes
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Find Ways to Spend Less and Save More
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Create savings goals and track progress
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Yes
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Yes
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Yes
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Track and roll over savings goals month to month
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Yes
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Yes
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Yes
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Plan for a new home, a baby, or retirement
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Yes
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Yes
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Yes
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Plan for college savings with 529 tracking
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Yes
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Yes
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Yes
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Download and track 401(k) and IRA accounts — requires Internet access
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Yes
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Yes
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Yes
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Store statements and records electronically
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Yes
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Yes
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Yes
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Monitor Investments and Prepare Taxes
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Integration with TurboTax for automated preparation of tax returns
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Yes
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Yes
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Yes
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Yes
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Select targets, analyze and optimize a portfolio
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Yes
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Yes
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Conduct research and receive investment alerts
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Yes
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Yes
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Get investment performance reports
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Yes
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Yes
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Generate schedule A, B, and D tax reports
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Yes
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Yes
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Find ways to help minimize capital gains taxes
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Yes
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Yes
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Manage Business and Personal Finances in One Place
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Track and categorize business and personal expenses
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Yes
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Monitor business profit and loss
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Yes
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See current financial standing of a business
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Yes
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Monitor upcoming bills and unpaid invoices
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Yes
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Get a visual picture of sales, profits, and expenses
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Yes
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Help Maximize Home Business Tax Deductions
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Easily track tax deductions throughout the year
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Yes
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Find possible deductions that were missed
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Yes
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See a constant tally of year-to-date tax deductions
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Yes
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Track vehicle mileage and other Schedule C items
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Yes
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Scan and store receipts, canceled checks, and tax forms
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Yes
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