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.

The hope that I could transfer my decades of data from "Quicken for the Mac 2007" to Quicken Classic Premier, for which I still have a subscription until Jul 2025.

Unlike Quicken for the Mac 2007, there is no pop-up window to show presently downloaded transactions before they are entered into the register. There is no practical way that I can match scheduled or other transactions already entered into my register with downloaded ones. Duplicate transactions are the result, and we are expected to regularly review our registers to combine duplicate transactions. That is time consuming and impractical.

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 does so much more than your standard budgeting and financial keeping. It has helped streamline our business and has been so efficient in our accounting needs

it was definitley hard to use at first. it took some time and asking lots of questions to really understand it. customer support has been great though

I like the ability to organize and ease of us. I like the connectivity to other websites, accessibility from many platforms, and simply layout. Quicken is ideal for transaction management.

Quicken provides information but generating taxes, tracking capital equipment, really anything beyond the bare bones - is another investment in different software or an accountant.

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.

This used to be a great product! I have used it since 1993 to track my business finances and investments. It really helps at tax time.

Support is worse than non-existent. It is March 8th and I have been trying to get support since the first week in January. I was on the phone with a rep for 2 hours trying to get bill pay to work. I was told to hang on I need to ask my manager about that and then hung up on. I tried chatting and was told that you cannot use chat for online bill pay. Called the support number and was told that there is a special number for online bill pay. I called that number and was told by the rep that I needed to go to quickenbillpay.com but he would stay on the line and would call me back if I got disconnected. That was a week ago. Still havent gotten at call. Went through the insutructions on the quickenbillpay.com website to set up a new account and it indicated it would take 2 -3 days to set up an account and I would receive 2 transactions on my bank statement from them. Check my statement and then come back and enter those figures to confirm I own the account. That was 6 days ago and still no transactions. Yesterday I received an email that I must send in 1. My drivers License. 2. My Social Security Card. 3. my most recent utility bill from water, gas, or electric company only. 4. A voided check from each account I want to use.
Sounds like an internet scam to me. I called quicken and explained I wasn't comfortable sending all of this over the internet and by the way I have been paying for your services for 25 years and now you want all of this info. Their response is quicken was sold and that they are a new company and they have to have the info or no bill pay services! No wonder they bill pay services are now included in the Premier package. No one can use it! The bad part is I have all of my payments for cars, houses, utilities, credit cards set up for auto pay using quicken bill pay. Now I have to find another way to get them paid because it has taken 2 months and I still am not set up for bill pay. By the way they don't tell you this is what happens when you download Quicken 2018. Beware!