Personal Capital vs Mint vs. Quicken Review Which Financial App is Best?

quicken personal finance review

Back in the day, there weren’t many alternatives to Quicken. One of the best alternatives is Personal Capital, which will track your investment accounts, as well as bank and credit card accounts. You can get a number of reports with Personal Capital and see your whole financial picture. Overall, Quicken is a great program for personal finance that can help you keep track of your budget, bills, and investments. It has various features that cater to different needs, plus can be used on both computers, Android phones, and iOS mobile devices.

Simplify tracking of your business tax deductions, as well as the ability to regularly track your business profit and loss. Responses are not provided or commissioned by the vendor or bank advertiser. Responses have not been reviewed, approved or otherwise endorsed by the vendor or bank advertiser.

Should You Use Quicken?

For a full list of our alternatives to Quicken, check out this article. Note, though, that you don’t have to set up Quicken to sync with your bank accounts.

There are Quick Reports for instant overviews of the essentials and you can create highly customized reports for virtually any kind of spending. Banktivity will import your accounts from Quicken and other finance software. Moneyspire supports online bill payments though via both Direct Connect and its own Moneyspire Connect service both of which are free to use.

Quicken Alternatives

We could search for more information on a topic, or initiate a conversation with the bot and then a live agent. The service has live chat support 8 am to 5 pm Pacific seven days a week.

This app started back in 2020 and is intended to provide users with insights into their financial habits. A yearly subscription is $47.88, although you do have the option to pay $3.99 per month instead. Overall, quicken bookkeeping it’s not a very valuable asset for a business owner as it’s intended for individuals tracking their spending. Between this homepage and its links, you can access and interact with a great deal of data.

Save up to 50% on QuickBooks Online

If you’ve got a lot of accounts saved in Microsoft Money on Windows, Moneyspire can also import MS Money files. For more information, you can check out our full Personal Capital review. Although there’s dedicated tax software for this, there seems little reason why Personal Capital can’t make things easier when it comes to declarations. Sometimes an app just isn’t enough if you really want to grow your money. Like any major financial institution, Personal Capital is registered with the Securities and Exchange Commission (“SEC”) and has to adhere to the same security standards and procedures. There’s also a comprehensive cost of living retirement calculator which gives you useful insights into your average net worth by age. By telling Personal Capital exactly how much income you expect to have in retirement, Personal Capital calculates exactly how on or off track you are.

  • We are not contractually obligated in any way to offer positive or recommendatory reviews of their services.
  • The fact that you can use it completely for free is obviously a massive advantage compared to any other personal finance tool out there.
  • There is no clear winner in the Personal Capital vs Quicken contest.
  • Income is also addressed in this section of Quicken, which is puzzling at first.

You can customize by assets, payor/payee, time period and more. Both the Quicken and Personal Capital dashboard’s show all account listings on the dashboard.

Is Quicken Right for You? Here’s Our Ultimate Quicken Review

If you have questions about the app, coaches are available over the phone or through live chat from 8 a.m. But if you’re an investor or business owner who wants an extra-detailed picture of your finances, Quicken can be a great choice. Plus, in terms of sheer quantity of tools, Quicken can’t be beat—even if it does feel a little outdated. If you download your bank transactions as a CSV file, you can quickly upload it to Quicken. This can be pretty limiting, especially if you’re frequently on the go. If you need better mobile support, you might want to look elsewhere.

The content that we create is free and independently-sourced, devoid of any paid-for promotion. If you’re not sure of what helps you be productive, evaluate your work habits. As soon as you understand what keeps you motivated at work, you’ll know how to do the same in your finances. And then you can get to work on what you really wanted all along – positive, motivated progress with your money.

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