With Quicken , Intuit strives to make its flagship money management application easier to navigate and simpler to set up, thanks to spruced-up visuals and a refreshed start-up wizard. Although already a solid balance-keeper and financial assistant in previous versions, Quicken adds a few new features to visualize your monthly budget and assets. We evaluated Quicken Deluxe At almost 70MB, Quicken Deluxe takes several minutes to install.
Installation was painless up to the point when the software junked up our desktop with four icons: the Quicken icon, plus another three unwanted shortcuts advertising a Quicken credit card and other additional services. Quicken's core features continue doing what they've done for years: chiefly, importing your financial information to help you automatically and manually track your spending and savings.
Not just a simple ledger for balancing your bank book, Quicken's additional tools also help alert you to upcoming bills and to your overall budget. In the edition, Intuit has applied some cosmetic changes that streamline and simplify the software.
One change is a sleeker setup wizard to guide you through the process of importing your financial information, adding bill reminders, and setting up budgets. This wizard is moot if you're a returning user importing years of data from past Quicken versions, but new users will have an easier time getting started with this version than in years past.
A cleaner-looking home screen greets new and returning users, summarizing your financial standing in a glance. Pared-down navigation options also make it easier to find what you need. The most active new feature in Quicken takes a stab at automatically categorizing your transactions, like assigning Safeway to the Groceries category and your doctor's visits to the Medical category, with a little help from you if there's any doubt.
In implementing this feature, Quicken plays catch-up to savvier online management apps, like Mint. A new infographic in Quicken also helps you avoid late fees by displaying both how much cash is left in your coffers and which upcoming bills you should brace for.
Apart from the bill reminder and the autocategorization, it's Quicken's top layer, and select tools, that see the benefit of Quicken's design changes. Scratch the surface, however, and many of the app's second-tier tools--text-heavy calculators, planners, and lists with tiny font--feel as if they haven't been updated for years. The old-school layout may not bother legacy users or those who aren't put off by blocks of texts and charts, but others who have come to expect graphic representation of their data and clean design--say, the likes of former competitor Mint.
Which do you want to do? Download transactions for all accounts at once Update Online Accounts: Click the Update Accounts icon at the top of the sidebar. You can see when the accounts were last updated immediately below the update button. Download transactions for a single account Select the account you want to update in the sidebar. In addition to updating the selected account, Quicken updates any other accounts you have at the same institution under the same user name.
For example, suppose you have both a checking account and a savings account at Acme Bank, and you access both accounts with the same user name and password. If you open your checking account in Quicken and click Update, Quicken downloads your transactions for both the checking and the savings account. This only happens for accounts under the same user name.
Accessing Quicken on the Web will help you stay on top of your spending. Managing your budgets is a breeze via Quicken on the Web. View budgets and transactions See spending trends and track your budget Highlights the progress against spending Search transaction history.
Monitor your nest egg on the go by accessing Quicken on the Web. Intuit isn't blind to consumers' changing expectations in management software, online or offline. Quicken 's refurbished look does help, and conservatives who feel more comfortable keeping monetary details stored locally on their PCs rather than encrypted in the cloud lose nothing by downloading a free trial.
For strictly online users with only personal finances not investments, property, or small businesses , Intuit offers a free, online version that's similar to Mint.
Quicken Online has budgeting, tracking, and reminders, encryption, an iPhone component, and the added capability to prep the data for tax time, assuming you also use one of Intuit's TurboTax products. If you've used Quicken before, you can import data from previous years. The same goes for anyone switching over from Microsoft Money. With Microsoft Money killed off additional details , Quicken is the best desktop alternative.
Service and support Quicken support is unchanged from previous years. E-mail support is free, and Intuit promises to respond within a day. Chat help is also free and is available However, some support calls are free, such as if you're having problems installing the program or converting data from earlier Quicken versions. Overall Quicken Deluxe remains a useful, if not exciting, management app equipped with rich balancing and budgeting tools. As for the future of Quicken , Intuit's recent acquisition of flashy online finance manager Mint.
Mint's exciting visual style could also draw younger users to future versions of Quicken, assuming Intuit goes that route, making future versions of the classic, but dated, money manager truly fresh. See how your investments are doing whenever, wherever. Enter transactions manually even if you're not connected to the Internet. Import all your bank transactions safely and automatically - no need to jot it all down or save receipts.
Automatically download transactions from across multiple financial institutions. We protect your financial information using robust bit and bit encryption. See where your money is going and stay on top of spending. Categorizes all your transactions automatically so you can see them in one place. We categorize your transactions and put them all in one place. Get started in minutes by simply entering your bank account information.
We do the rest. Take the next step in life with powerful tools to help you get there Come up with a realistic budget to pay off debt, save for a down payment, or plan for retirement Get on a flexible budget that works for you See how your investments are performing against the market Learn More. Simplify how you manage your small business or rental property Separate your business expenses from personal spending See how your business is doing with profit and loss snapshots anytime Make tax time a breeze with custom reports Create your own invoice Track rental income, lease terms, rental rates, and deposits - all in one place Learn More.
Click to play video. Latest Features. Email reports directly from Quicken. Expanded custom report display and direct Excel export. Backup your files with Dropbox 5GB?
0コメント