Opiniones de Quicken

Permite la administración centralizada de todas las finanzas personales: cuentas bancarias, tarjetas de crédito, inversiones, préstamos, hipotecas, entre otros, además se puede colocar una categoría para cada gasto de tal forma que a fin de mes tenemos un panorama amplio de todas las transacciones y en qué se invirtieron o gastaron.

Es un software de pago anual, si se deja de pagar se pierde la conexión con las cuentas de los bancos. Requiere actualizaciones periódicas por lo que puede dejar de funcionar en algunos sistemas.

The best feature I like is the way you can split items on a receipt into their own categories. For example, I go to Walgreens and buy cosmetics, copy paper, thank you notes, and business head shot photo prints. I enter Walgreens for the Payee, then I assign / split where the expenses will go in my categories. Cosmetic - Personal Care, Copy Paper, thank you notes - Business: Office Supplies, Photo prints - Business: Photography. I make my tax reporting a breeze for my Schedule C line items. I also love generating reports on income and expenses. Great for planning or estimating funds for seasonal work loads.

It actually has more features than I want to use. For example - the investment section, I tried to use it - but to enter buy - sell information and dividends and details was way too time consuming for me. I just as soon get my reports from my brokerage firm.

Quicken is a versatile personal finance application that covers something as simple as checking and savings account record keeping to more complex accounts such as credit card, investment and mortgage accounts. It can generate reports and graphs to provide a complete picture of one's personal finances.

To the best of my knowledge Quicken is only available on a subscription basis. In the past one could purchase upgrades as they were released or wait a year to purchase when more features were available.

Quicken is my memory of pretty much everything I have spent money on since 1995. The reporting capabilities are excellent!

I wish it handled multiple currencies better (eg. Canadian and US dollars)

My favorite feature is the ability to connect and download transactions from banks, brokerages, and credit cards. These updates make it so easy to keep up with my personal finances.

The program is so robust that it can be a little complicated sometimes. But the truth is, that is a strength that is worth the time to learn to use.

For $80 Cdn / year this is a fantastic program for blended families with multiple sources of income and complicated expenditures that require organizing. As a lay financial planner, with a rental property and a second marriage, I have spent way too much time trying to organize the finances. What has taken me literally days to do on a spreadsheet has taken me 3 or 4 hours on Quicken. Monthly expenditures and small business management will likely take me 2 to 3 hours a month now, at most. Once you organize your Transaction Payees into Categories (a few hours the first time) you never need to do that step again! Spending charts / pie graphs are clear and 'quickly' ... you know where the money is going, almost to the moment. The program was super easy to show my wife how it works and unnecessary stressors have been eliminated.

I say almost because transactions from the bank are not simultaneously dropped into your application. Even if you update the account (refresh) it can take time for the new transactions to show up. Apparently the web app doesn't have this issue but the downloaded desk top version does. For me, no issue, but for someone who requires immediate updates it might be a problem.

Quicken is great at helping businesses and families keep track of finances and help them budget their money better. It's very easy to use and customer service has been amazing. We were given help setting up a budget that worked for us and helped us start saving for retirement. Even though that's a long way away.

I wouldn't call this a con but I thought Quicken was only used for business finances and not for personal finances.

- Quicken is a comprehensive financial software package that can help users manage their finances in one place. - Quicken allows users to track their income and expenses, create budgets, and manage investments. - It also provides tools to track investments and create financial reports. - Quicken makes it easy to track and categorize spending, so users can identify potential areas of savings.

- Quicken can be expensive, and some of its features may be too complex for beginners. - Quicken may be difficult to use for those who are not familiar with computers or accounting software. - Quicken does not integrate with other accounting software, so users must manually enter data.