Quicken is an on-premise personal finance management tool that allows users to manage their financial accounts and investments in one place. The platform is available only for Windows and Mac users.
The Portfolio X-Ray feature provides in-depth analysis of users' portfolios with respect to sector diversity, geographic distribution and financial instruments. It also calculates credit scores and provides alerts to secure against identity theft.
Account balances and household budget can be tracked anywhere by synchronizing data from computer to phones or tablets. Users can also store pictures of their receipts in the system. Quicken's investment tool allows users to look up security symbols within the system and enables the automatic download of option prices and history.
Quicken also has a built-in social security income optimizer feature and a dashboard that helps track spending patterns. 30Day only to get your refund. Techincal Support is not there evenings or weekends Pros I am upset. I get no service when I need it and no refund when I asked for it. I would not recommend Quicken to anyone. Cons I tried to work in Quicken to get my accounting reconciled at year end.
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No one is working in the evening or weekends. The only time someone can get help is during normal business hours. My subscription through April 2020. I asked for refund and I was told 30 cancelation window only.
So, there you have it. NO support and no money back after 30 days. Think Twice before signing up for their services.
Very disappointed. Good but not great Pros Fairly simple to use and has lots of features. I really like that I can make invoices as well. The reporting is well featured and intuitive.
Cons The thing I don't like is that I've been with their tech support a few times. They are terrifically slow. For example, I'll chat with them online and literally spend 3 hours at a time and get no where. Eventually I have to go because I have other things to do.
Then a few weeks later another 3 hours. In the end they blame it on a corrupted file. They refused to help me with that. Quicken for personal use Highly recommended for everyone to use for tracking their personal finances. You can check your net worth growth annually. Check and to help keep track of your investments. Prices of stocks and values update automatically.
Annually you can update the value of other investments. Pros Easy to set up. Simple to check your net worth, investments, loan balances, check accounts, etc.
I have used Quicken for personal tracking of investments for 40 years. I have recommended Quicken deluxe to my son and nephews for tracking their investments & annual net worth growth.
Some investments update automatically (stocks). Cons Sometimes too time consuming if used for personal checking accounts if several checks are written. I enter my checks in bulk at month end to make it easier and less time is required. New updates for Quicken are available every year.
I usually do not update every year.
QuickBooks for Mac is financial accounting solution from Intuit for small businesses and accounting professionals. The solution allows users to create professional invoices, track sales and expenses, and manage accounts payable. QuickBooks provides Mac-specific features. For example, users can embed a notification bar in Mac's menu bar, add reminders to iCalendar and sync contacts with their Mac OS address books.
Users can also share data with Windows-based users. QuickBooks for Mac's online version can be accessed on from anywhere and any device. The online version provides more features than the desktop version, such as automatic scheduling and invoice sending, advanced security and access for up to five users. QuickBooks for Mac also offers a mobile app for iOS. An Assest to my Payroll QuickBooks Payroll helps me and my small business look and act more professional.
Pros I like that this software provides me with a comprehensive and professional looking platform to keep track of my employees earnings. Once I spent some time playing around with it I found it very intuitive and it is my go-to for all things related to payroll. Cons It does take awhile to get used to using it since I just used to do everything with pen and paper before. It can be overwhelming in the beginning.
I've been using it for over 5 years and so far it's been good Overall, I haven't had too many problems. I had to deal with one missed quarterly filing but I think that was the EDD's fault since QB says that it was filed online but EDD says that it wasn't. Other than that, I've been happy. Pros It is relatively a cheap option vs hiring an accountant and I haven't gotten into any trouble with IRS so I'm guessing that it's calculations are correct.
Cons Lack of easy customer support. They really try to get you to solve your own problems with online stuff and no one to answer your questions. Highly Recommend Since implementing QuickBooks Payroll, our process has been streamlined which allowed our team to focus on other tasks which are value-add to the business. Pros The support received during setup was outstanding.
The whole process was very easy and all of our questions were answered. Since implementing QuickBooks Payroll we have saved a lot of time and frustration. It's great to know that everything is taken care of automatically and our employees like the timeliness. Cons I would like a feature to set up multiple employee groups which are on different pay schedules. Bookkeeping for non-accountants Pros I'm clueless when it comes to keeping our books and so the ease of use in QBO is really helpful. If I don't know what to do, I can find an article to tell me how or get someone from their tech staff on the phone to help.
It's easy for accountants to log into our account too once we grant them access. I like the ease of processing payments, invoices, and receipts, as well as running reports on how we're doing. Quickbooks online a lot better than the offline version of the software. Cons Some features need some accounting knowledge, I will say. Mainly if you don't know how to file a charge or something it doesn't tell you waht to do, but once you know (or learn from the CPA) the features are easy to use in the program.